Can Sony and Nintendo survive? Since Apple's iPhone and iPad were introduced, smartphones and tablets have begun to undermine the cosy duopoly that dominates handheld digital games. The gaming industry is undergoing three shifts. First, the new devices are good enough for sophisticated games, so they have caught the attention even of hardcore gamers. Second, online app stores have created a new sales channel, opening the market to new game developers. Third, because Android can run on devices from different manufacturers, it has emerged as an alternative platform. This unbundles games from the dedicated hardware they run on.