HTML5 Seminar - Benedict Evans - Enders Analysis

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Benedict Evans, consultant with media & technology analyst firm Enders Analysis, believes we are in a fundamental transition in the way we use digital information. With HTML5, the way we receive that information is set to change too.

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HTML5 Seminar - Benedict Evans - Enders Analysis

  1. 1. HTML5 CommunicationCommunicate SeminarBenedict Evans / benedict.evans@endersanalysis.com / +44 7880 786 727 / @benedictevans June 2012
  2. 2. The explosion of smartphone sales Quarterly smartphone unit sales (m) 90 80 70 60 50 40 30 20 10 0 Dec-2008 Jul-2009 Jan-2010 Aug-2010 Feb-2011 Sep-2011 Apr-2012 iPhone Android Symbian RIM Windows Phone Source: Companies, Enders Analysis HTML5 Communication, June 2012 2
  3. 3. Divergence of platforms Q4 2011 global smartphone market 50 45 40 35 30 Units (m) 25 20 15 10 5 0 0 100 200 300 400 500 600 700 800 Reported ASP ($) Nokia smart Motorola HTC iPhone RIM SonyEricsson Samsung Android (e) Source: Companies, Enders Analysis HTML5 Communication, June 2012 3
  4. 4. Over 450m combined users of iPhone and Android – about 10% of the global base Estimated global smartphone install base (m) 350 298 300 250 218 200 178 179 177 167 164 165 150 141 112 118 103 94 97 101 101 100 50 0 iPhone Android Symbian RIM Jun-2011 Sep-2011 Dec-2011 Mar-2012 Source: Companies, Enders Analysis HTML5 Communication, June 2012 4
  5. 5. Tablet sales continue to explodeQuarterly tablet unit sales (m) 20 18 16 2.2 14 3.1 2.8 12 10 2.4 8 15.4 6 11.1 11.8 9.2 4 7.3 2 4.2 4.7 3.3 0 Jun-2010 Sep-2010 Dec-2010 Mar-2011 Jun-2011 Sep-2011 Dec-2011 Mar-2012 iPad Android premium Source: Apple, Google, Enders Analysis HTML5 Communication, June 2012 5
  6. 6. Apple is the biggest PC maker – iPad is bigger than HP’s PC business Apple versus the PC industry: quarterly shipments (m) 100 90 80 70 60 50 71 72 66 66 40 30 20 10 11 15 5 15 9 15 16 15 0 4 4 5 5 Apple Windows Apple Windows Apple Windows Apple Windows 2011 Q1 2011 Q2 2011 Q3 2011 Q4 Macs iPad HP Other [Source: Apple, Gartner] HTML5 Communication, June 2012 6
  7. 7. Consumerisation of IT• “Eighty-seven percent of IT managers said workers get their Mobile users consuming news smartphones and other mobile devices from the company, and that the company covers their costs. Yet more than half of employees with iPhones, Android phones and iPads said they bought the devices themselves” 50% 46% 45%• 40% of devices used to access business information are owned by employees, up from 30% a year ago 40% 35%• IDC – IT managers think 35% of staff have smartphones – actual figure was 69% 30% 25%• 60% of business users are using smartphones for browsing business information 20% 15% 10% 10% 5% 0% Business professionals Consumers [Source: FT] HTML5 Communication, June 2012 7
  8. 8. The cost of multiple platforms HTML5 Communication, June 2012 8
  9. 9. HTML5: platforms and routes to market Products requires rich experiences It is possible to deliver the desired that are only possible with a experience using only HTML5 native app Product needs the ease of installation, route to market and Condé Nast ‘Wrapper’ hybrid applications built-in frictionless payment that come with an app store Product can swim outside the app Not viable Financial Times store HTML5 Communication, June 2012 9

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