China&apos;s MID Market <br />By:CatHughes<br />
Definition of MID	<br />Introduced by the industry in 2007<br />Pocket-able handheld consumer electronics device designed ...
Functionality<br />Complete Internet experience with full-page web browsing <br />Powerful computing capability enabling p...
Portability	<br />Weighs about 300g-500g <br />Expected to drop as technology advances<br />Screens size between four-six ...
Connectivity<br />Offer multiple Internet access technologies: <br />WLAN <br />WWAN<br />Always-on service and seamless s...
Source: TI<br />By:CatHughes<br />
MIDs Tailored to Mobile Internet<br />MIDs offer most effective combination of Internet experience and portability <br />B...
Internet Experience and Portability<br />By:CatHughes<br />
Mobile Internet: Customer Requirements<br />By:CatHughes<br />
Internet On-The-Go<br />By:CatHughes<br />
MID: Best Solution for Mobile Internet<br />By:CatHughes<br />
Demand for Mobile Internet Growing<br />By:CatHughes<br />
Consumer Demand for MIDs: CHINA<br />Mobile Internet Users in China (in Millions)<br />Growth in China’s Mobile Internet U...
China’s Mobile Internet Users<br />Most consumers use mobile phones to access WAP sites rather than websites, while the am...
China’s Internet and Mobile Users 2008<br />By:CatHughes<br />
China’s Internet and Mobile Users 2008<br />Of China’s 73 million mobile Internet users, only ¼ have PC Internet experienc...
Preferred Applications for Mobile Internet Users vs. PC Internet Users <br />Preferred Applications for Mobile Internet <b...
Potential Users of MIDs<br />By:CatHughes<br />
MID Usage Analysis: Business Professionals<br />“MIDs Meet Demand for: On-the-Go Communication, Business, and Information”...
MID Usage Analysis: Media-Savvy Consumers<br />“MIDs Meet Demand for: On-the-Go Communication and Multimedia”<br />By:CatH...
MID Usage Analysis: Young Adults<br />“MIDs Meet Demand for: On-the-Go Sharing”<br />By:CatHughes<br />
Web-Based Mobile Internet Developments<br />By:CatHughes<br />
Market Overview<br />By:CatHughes<br />
Key Drivers<br />By:CatHughes<br />
Consumer Demand for Internet Experience on MIDs<br />MIDs: directly address demand for On-the-Go Internet<br />By:CatHughe...
Development of Internet Applications <br />Current handheld devices still do not fully satisfy consumers: MIDs have potent...
Maturity of MID Value Chain<br />Led by Intel the x-86 base MID camp has developed into a complete industry ecosystem wher...
Barriers<br />By:CatHughes<br />
Forecasts: China’s MID Market<br />Assumptions for Optimistic Forecast<br />Assumptions for Conservative Forecast <br />De...
Optimistic and Conservative Forecasts for MID Shipments in China: 2008- 2012 (millions) <br />By:CatHughes<br />
Optimistic and Conservative Forecasts for MID Shipments in China: 2008- 2012 (millions) <br />By:CatHughes<br />
MID Ecosystem Update<br />By:CatHughes<br />
Mobility Environment<br />By:CatHughes<br />
Cellular Network Developments in China <br />Recent Developments<br />In May 2008 China began plans for telecom restructur...
China’s Wi-Fi Outlook Also Optimistic <br />Recent Developments<br />Currently used in: households, office buildings, scho...
Ecosystem Overview <br />Source: TI<br />By:CatHughes<br />
Ecosystem Value chain /Revenue Sources<br />By:CatHughes<br />Source: TI<br />
MIDs Providing Returns to Operators <br />The Prospect of Data ARPU <br />Operators currently reporting decline in ARPU bu...
Internet Content and Applications<br />By:CatHughes<br />
User-generated Content and SNS Becoming the Center of Internet Applications<br />Worldwide Share of Online Time<br />Socia...
Mobile Internet Advancing More Rapidly than PC Internet in China<br />Internet and Mobile Internet Trends<br />By:CatHughe...
Devices: MIDs based on Two Architecture Designs: x86 or ARM<br />By:CatHughes<br />
Comparison Between x86-Based and ARM-Based Chipset <br />ARM-based chipset vendors are primarily cell phone chipset suppli...
MID Hardware Architectures <br />By:CatHughes<br />
Hardware Considerations <br />Source: TI 2008<br />By:CatHughes<br />
MID Product Groups and Features <br />By:CatHughes<br />
MID System Architecture- Block Diagram <br />By:CatHughes<br />
MID System Architecture Considerations <br />By:CatHughes<br />
TI’s OMAP3xxx Soc for MID design<br />By:CatHughes<br />
Benefits of SOC in MID Design<br />By:CatHughes<br />
MID Software Architecture <br />By:CatHughes<br />
Software Architecture Overview<br />By:CatHughes<br />
What is Different in MIDs?<br />By:CatHughes<br />
Complete solutions for optimization and differentiation<br />By:CatHughes<br />
Software Stack for MID and Smartphone<br />By:CatHughes<br />
Software critical to device Success <br />By:CatHughes<br />
Summary:<br />MID combines: Functionality, Portability and Connectivity to directly address the growing demand for a compr...
Sources:<br />InStat Research: <br />Texas Instruments : MID Market Overview and Webinar <br />By:CatHughes<br />
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MID China

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MID (Mobile Internet Device) Market in China

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MID China

  1. 1. China&apos;s MID Market <br />By:CatHughes<br />
  2. 2. Definition of MID <br />Introduced by the industry in 2007<br />Pocket-able handheld consumer electronics device designed to offer a portable full-page Internet experience <br />By:CatHughes<br />
  3. 3. Functionality<br />Complete Internet experience with full-page web browsing <br />Powerful computing capability enabling productivity applications to run (such as Microsoft Office) <br />PC keyboard or handwriting function (providing operability that rivals the PC<br />Independent and standardized operating systems <br />MIDs are as open as PCs: allowing users to download and use any relevant applications <br />By:CatHughes<br />
  4. 4. Portability <br />Weighs about 300g-500g <br />Expected to drop as technology advances<br />Screens size between four-six inches <br />Providing full Internet experience<br />Always on always connected <br />Day-long battery life <br />Consistently connected <br />By:CatHughes<br />
  5. 5. Connectivity<br />Offer multiple Internet access technologies: <br />WLAN <br />WWAN<br />Always-on service and seamless switching <br />By:CatHughes<br />
  6. 6. Source: TI<br />By:CatHughes<br />
  7. 7. MIDs Tailored to Mobile Internet<br />MIDs offer most effective combination of Internet experience and portability <br />By:CatHughes<br />
  8. 8. Internet Experience and Portability<br />By:CatHughes<br />
  9. 9. Mobile Internet: Customer Requirements<br />By:CatHughes<br />
  10. 10. Internet On-The-Go<br />By:CatHughes<br />
  11. 11. MID: Best Solution for Mobile Internet<br />By:CatHughes<br />
  12. 12. Demand for Mobile Internet Growing<br />By:CatHughes<br />
  13. 13. Consumer Demand for MIDs: CHINA<br />Mobile Internet Users in China (in Millions)<br />Growth in China’s Mobile Internet Users (in Millions<br />Rapid Growth<br />Users who accessed websites or WAP sites via mobile phones at least once in the previous six months: reached 73 million in June 2008<br />44.9% growth rate from Jan 2008 <br />Current penetration rate of mobile Internet users in China is about 10% <br />By:CatHughes<br />
  14. 14. China’s Mobile Internet Users<br />Most consumers use mobile phones to access WAP sites rather than websites, while the amount of Internet browsing is very low<br />This is due to the fact that:<br />There are few handsets that support Internet browsing or offer good Internet experience ( limitations of screen size, processing capability and operability) <br />Most mobile Internet users are not PC Internet users and have little need to browse the Internet <br />The growing use of Internet for gaming and entertainment create enormous potential for MID market<br />By:CatHughes<br />
  15. 15. China’s Internet and Mobile Users 2008<br />By:CatHughes<br />
  16. 16. China’s Internet and Mobile Users 2008<br />Of China’s 73 million mobile Internet users, only ¼ have PC Internet experience<br />Most mobile users are soldiers, students, hired help and laborers<br />Those who are unable to access the PC Internet on a regular basis <br />Accessing real Internet via mobile phone is possible though the experience remains poor<br />Currently more than 250 million PC Internet users in China<br />Full mobile Internet experience an urgent demand<br />By:CatHughes<br />
  17. 17. Preferred Applications for Mobile Internet Users vs. PC Internet Users <br />Preferred Applications for Mobile Internet <br />Preferred Applications for PC Internet <br />By:CatHughes<br />
  18. 18. Potential Users of MIDs<br />By:CatHughes<br />
  19. 19. MID Usage Analysis: Business Professionals<br />“MIDs Meet Demand for: On-the-Go Communication, Business, and Information”<br />By:CatHughes<br />
  20. 20. MID Usage Analysis: Media-Savvy Consumers<br />“MIDs Meet Demand for: On-the-Go Communication and Multimedia”<br />By:CatHughes<br />
  21. 21. MID Usage Analysis: Young Adults<br />“MIDs Meet Demand for: On-the-Go Sharing”<br />By:CatHughes<br />
  22. 22. Web-Based Mobile Internet Developments<br />By:CatHughes<br />
  23. 23. Market Overview<br />By:CatHughes<br />
  24. 24. Key Drivers<br />By:CatHughes<br />
  25. 25. Consumer Demand for Internet Experience on MIDs<br />MIDs: directly address demand for On-the-Go Internet<br />By:CatHughes<br />
  26. 26. Development of Internet Applications <br />Current handheld devices still do not fully satisfy consumers: MIDs have potential<br />By:CatHughes<br />
  27. 27. Maturity of MID Value Chain<br />Led by Intel the x-86 base MID camp has developed into a complete industry ecosystem where CPU core suppliers, chipset platform providers, OS vendors and third-party application developers, and OEM and carriers are all working together to push market forward<br />ARM-based chipset vendors: TI and Nvidia also aggressively pursuing MID market in China thus all elements of the value chain growing together to drive MID market development <br />By:CatHughes<br />
  28. 28. Barriers<br />By:CatHughes<br />
  29. 29. Forecasts: China’s MID Market<br />Assumptions for Optimistic Forecast<br />Assumptions for Conservative Forecast <br />Development of 3G and WiFi hotspots will be delayed or slower than expected<br />China’s economic growth will slow to an average rate less than 8% over next four years<br />The average price of MIDs will remain around $500-700<br />Aggressive deployment and development of 3G cellular networks and WiFi hotspots<br />China’s economy will continue to grow at average growth rate higher than 8% over the next four years <br />Average price of MIDs to decline less than $300 USD by end of 2009<br />MID Shipments in China reach 7.2 million by 2012 <br />MID Shipments in China reach 3.05 million by 2012 <br />By:CatHughes<br />
  30. 30. Optimistic and Conservative Forecasts for MID Shipments in China: 2008- 2012 (millions) <br />By:CatHughes<br />
  31. 31. Optimistic and Conservative Forecasts for MID Shipments in China: 2008- 2012 (millions) <br />By:CatHughes<br />
  32. 32. MID Ecosystem Update<br />By:CatHughes<br />
  33. 33. Mobility Environment<br />By:CatHughes<br />
  34. 34. Cellular Network Developments in China <br />Recent Developments<br />In May 2008 China began plans for telecom restructuring<br />By 2010 it is expected that 3G networks will be available nationwide <br />By 2012 3G subscribers expected to reach 264.7 million <br />3G Subscriber Forecast in China (millions)<br />By:CatHughes<br />
  35. 35. China’s Wi-Fi Outlook Also Optimistic <br />Recent Developments<br />Currently used in: households, office buildings, schools and public spots (airports, hotels, coffee bars, restaurants and supermarkets)<br />It is estimated that 5 million household broadband users in China use Wi-Fi to access Internet at home<br />China Telecom deployed over 10,000 Wi-Fi- hotspots and gained almost 8 million users in 2008<br />Government planning to build Wi-Fi in major cities <br />Wi-Fi Hotspots Forecast in China (in thousands) <br />By:CatHughes<br />
  36. 36. Ecosystem Overview <br />Source: TI<br />By:CatHughes<br />
  37. 37. Ecosystem Value chain /Revenue Sources<br />By:CatHughes<br />Source: TI<br />
  38. 38. MIDs Providing Returns to Operators <br />The Prospect of Data ARPU <br />Operators currently reporting decline in ARPU but data ARPU has risen somewhat <br />Mobile devices that provide PC-like Internet experience can greatly increase the use of data services <br />MID can provide benefits to operators as data traffic becomes heavier on mobile devices<br />Operators planning to cooperation with MID vendors to provide customized MIDs embedded with their services<br />ARPU changes from 2006-2008<br />By:CatHughes<br />
  39. 39. Internet Content and Applications<br />By:CatHughes<br />
  40. 40. User-generated Content and SNS Becoming the Center of Internet Applications<br />Worldwide Share of Online Time<br />Social Connections capture 16% of worldwide online time; this category didn’t even exist three years ago <br />By:CatHughes<br />
  41. 41. Mobile Internet Advancing More Rapidly than PC Internet in China<br />Internet and Mobile Internet Trends<br />By:CatHughes<br />
  42. 42. Devices: MIDs based on Two Architecture Designs: x86 or ARM<br />By:CatHughes<br />
  43. 43. Comparison Between x86-Based and ARM-Based Chipset <br />ARM-based chipset vendors are primarily cell phone chipset suppliers like TI and Qualcomm <br />Intel is the main x86-based MID chipset vendor (Atom) <br />By:CatHughes<br />
  44. 44. MID Hardware Architectures <br />By:CatHughes<br />
  45. 45. Hardware Considerations <br />Source: TI 2008<br />By:CatHughes<br />
  46. 46. MID Product Groups and Features <br />By:CatHughes<br />
  47. 47. MID System Architecture- Block Diagram <br />By:CatHughes<br />
  48. 48. MID System Architecture Considerations <br />By:CatHughes<br />
  49. 49. TI’s OMAP3xxx Soc for MID design<br />By:CatHughes<br />
  50. 50. Benefits of SOC in MID Design<br />By:CatHughes<br />
  51. 51. MID Software Architecture <br />By:CatHughes<br />
  52. 52. Software Architecture Overview<br />By:CatHughes<br />
  53. 53. What is Different in MIDs?<br />By:CatHughes<br />
  54. 54. Complete solutions for optimization and differentiation<br />By:CatHughes<br />
  55. 55. Software Stack for MID and Smartphone<br />By:CatHughes<br />
  56. 56. Software critical to device Success <br />By:CatHughes<br />
  57. 57. Summary:<br />MID combines: Functionality, Portability and Connectivity to directly address the growing demand for a comprehensive “on-the-go internet experience”<br />Key drivers of industry in China are Consumer Demand for Internet Experience, Maturing of MID Value Chain and Development of Internet applications <br />Software and hardware developments both play integral role<br />Optimistic and Conservative Forecasts for MID shipments in China: 2008- 2012 (millions) <br />By:CatHughes<br />
  58. 58. Sources:<br />InStat Research: <br />Texas Instruments : MID Market Overview and Webinar <br />By:CatHughes<br />

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