Apple success in multiple segmentsHuge volumes since 2007Over 365 million iOS devices shipped400mitunes accountsOver 180 million iPhones shippedMore than 25 billion apps downloaded + $4bn to developers~$100 billion in the bankMove beyond consumers to corporate usersCreation of new category with iPadNokia / RIM market share collapseDevastating loss in key segments for both companiesOperational misstepsCaught out by agile competitionThe ascendancy of AndroidUnprecedented successOver 900k activations per day (June 2011)Broad tier-one manufacturer supportBurgeoning brand recognition with consumersFree MobileLaunched in January 2012Flagship tariff of €19.90 per month, including unlimited domestic and international calls. Low-cost distribution model, selling SIM-only contracts mostly over the internet.No results published yet by the operatorOrange launched Sosh in autumn 2011, aimed at the youth market and users of social networking, to protect market shareBy mid-Feb Orange said that it had lost 201,000 customers, equivalent to 0.7% of its mobile base. This comprised 1.04 million customers who had switched to rival networks and 837,000 gross additions. The gross additions were boosted by Sosh, which reached a total of 90k subscribers. Requests for mobile number portability had returned to near normal levels of around 10,000 per day having peaked at around 150,000 in the first 48 hours following the launch of Free.Likely to see major impact on margins for incumbents this year and lower ARPU which at around €35 is one of the highest in Europe.
In the early stages of whole new marketUsers bring behaviour and expectations from the computing world to tabletsTablets not seen as a “mobile” deviceBut mobile market conditions complicate the purchase decisionUser behaviour is already adapting to the new categoryEnterprise software needs to improve before business customers engage with tablets
We have not reached the half-way point with smartphones yet~1bn mobile broadband SIMs so farA demand multiplier is operating with mobile data (also with fixed broadband)More people with devicesMore devices per personMore data per deviceForecasts show traffic trends continuin
Making the Right Connections in the New Mobile World Technology, Tablets and Tariffs
Making the Right Connections in the New Mobile World Technology, Tablets and Tariffs Shaun Collins email@example.com Twitter: @shauncollins