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Copyright © 2025 Michael Herman (Bindloss, Alberta, Canada) – Creative Commons Attribution-ShareAlike 4.0 International Public License
A Reshuffle value chain is basically a rethinking of a traditional value chain where value is reorganized around control points — places in the chain where power, influence, or leverage exists. In the mobile app ecosystem, Reshuffle means understanding how the ecosystem is changing and identifying where control is concentrated so that new entrants, incumbents, or platforms can leverage or defend those points.
Based on an October 19, 2025 conversation between Michael Herman and ChatGPT.
1. Mobile App Ecosystem — Overview
A simplified mobile app ecosystem includes:
- Hardware Layer
- Smartphones, tablets, wearable devices (Apple, Samsung, Google, etc.)
- Includes OS-specific hardware capabilities.
- Operating System Layer
- iOS, Android, HarmonyOS, etc.
- OS owners control developer APIs, app store access, update processes.
- App Stores / Distribution Layer
- Apple App Store, Google Play Store, third-party app stores (Amazon, Huawei AppGallery).
- This layer controls app distribution, discovery, monetization rules.
- App Development Layer
- Developer tools, frameworks, SDKs (Unity, Flutter, Xcode, Android Studio).
- Includes analytics, cloud services, API access.
- Service Layer
- Cloud APIs, backend services, payment gateways, identity, push notifications.
- AWS, Google Firebase, Azure, Stripe, etc.
- End-User Layer
- Users consuming apps, engaging with services, making purchases.

2. Reshuffle Value Chain in Mobile Apps
Reshuffle shifts the view of the value chain to highlight new control points — places where power is concentrated that weren’t as visible before, and where value creation & capture is happening.
Here’s what a reshuffled mobile app value chain might look like:
Hardware → Operating System → App Store Distribution → Developer Enablement → Service Platforms → User Engagement → Monetization
But reshuffled control points reorder priorities. For example:
- Developer Enablement — SDKs, APIs, cloud platforms
- Modern ecosystems (Apple, Google, Meta) heavily control developers through API access, documentation, and developer accounts.
- Control Point: Gatekeeping API access and developer terms.
- App Store Distribution — Discovery & onboarding
- Control over visibility in app stores is massive. Algorithms for search, editorial features, app store optimization (ASO) determine success.
- Control Point: Store algorithms, ranking mechanisms, review processes.
- Operating System / Platform Control
- Controlling OS-level features (ARKit, biometric APIs, background processing) gives huge advantage.
- Control Point: OS-level permissions and API exclusivity.
- Monetization Infrastructure
- Payment gateways, subscriptions, in-app purchases.
- Control Point: Payment rules (e.g., Apple’s 30% cut), subscription management.
- User Engagement Data
- Data flows drive personalization, retention, and cross-selling.
- Control Point: User data access and analytics tools.
Reshuffle Diagram for Mobile App Ecosystem
| Stage | Control Points |
|---|---|
| Hardware | Chipsets, sensors, proprietary hardware |
| Operating System | APIs, permissions, OS updates, platform exclusives |
| App Distribution | App store ranking, app review, app store rules |
| Developer Enablement | SDKs, developer tools, APIs |
| Service Platforms | Cloud services, identity systems, notifications |
| User Engagement | Analytics, personalization, push notifications |
| Monetization | Payment processing, subscriptions, advertising platforms |
Where the Control Points Are
In a reshuffle, control points move from being purely physical or technical to being gatekeeping points where access, distribution, or monetization is mediated.
For the mobile app ecosystem, the main control points are:
- Operating System / API Access — iOS and Android control core APIs.
- App Stores — discovery, ranking, and distribution rules.
- Developer Tools & SDKs — frameworks that create lock-in.
- Payment Infrastructure — control of monetization flows.
- User Data & Engagement Platforms — control of analytics and personalization.