The road to riches in the smartphone industry is littered with broken bodies. Nokia (NYSE:NOK) and BlackBerry (NYSE:BB) are fighting for their lives. Mighty Microsoft can hardly find a toehold in the tablet and smartphone spaces. The Motorola Mobility purchase has become a burdensome albatross for Google (NASDAQ:GOOGL). Even Apple's (NASDAQ:AAPL) market-leading growth and profitability are slowing down.

All the really hot names are relative upstarts, according to market analyst Strategy Analytics. It seems clear that the gold rush in the smartphone era is coming to an end. In this video, Fool contributor Anders Bylund walks you through the signs of a coming revolution, and makes an educated guess at what might be next. Spoiler alert: This could be a great time to invest in bleeding-edge component makers like Universal Display (NASDAQ:OLED).

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.