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Mobile Landscape
Mobiles bigger than PC, TV worldwide
 2000


 1500


 1000


  500


    0
        340M Smartphones
            Mobiles             1.2BPCs
                                     Personal      TVs
                                                1.6B TVs
        1.360B Feature phones    Computers
7B Smartphone applications downloaded in 2009

                                  Apple
                                  Other

                      29%



          71%
7B Smartphone applications downloaded in 2009

                               Paid   Free


                      27%       Average paid
                                app cost: $1.90


          73%
Annual revenue (in billions)
 150




112.5




  75




 37.5




   0
        Apps    Music Worldwide   Movies   Internet content   Videogaming   Text Messaging
Annual revenue (in billions)
 150




112.5




  75




 37.5




   0
        Apps    Music Worldwide   Movies   Internet content   Videogaming   Text Messaging
Annual revenue (in billions)
 150




112.5




  75




 37.5




   0
        Apps    Music Worldwide   Movies   Internet content   Videogaming   Text Messaging
Annual revenue (in billions)
 150




112.5




  75




 37.5




   0
        Apps    Music Worldwide   Movies   Internet content   Videogaming   Text Messaging
Annual revenue (in billions)
 150




112.5




  75




 37.5




   0
        Apps    Music Worldwide   Movies   Internet content   Videogaming   Text Messaging
Annual revenue (in billions)
 150




112.5




  75




 37.5




   0
        Apps    Music Worldwide   Movies   Internet content   Videogaming   Text Messaging
Annual revenue (in billions)
 150               150




112.5            112.5


                                              Videogaming
  75                75                        Internet Content
                                              Movies
                                              Music

 37.5             37.5




   0                 0
        Apps    Music WorldwideMedia
                                  Movies   Internet content   Videogaming   Text Messaging
Annual revenue (in billions)
 150




112.5
                            150,000 text messages
                            are sent worldwide
  75
                            each second

 37.5




   0
        Apps    Music Worldwide   Movies   Internet content   Videogaming   Text Messaging
Annual revenue (in billions)
 150




112.5
                            150,000 text messages
                            are sent worldwide
  75
                            each second =
                            $1,000,000 revenue
 37.5                       every 4.5 minutes

   0
        Apps    Music Worldwide   Movies   Internet content   Videogaming   Text Messaging
TRend Watch
‣ Nokia
  acquires
  mobile web
  browser
  provider
  Novarra - can
  it break its
  market share
  slide?
TRend Watch
‣ RIM
  continues to
  grow,
  especially in
  South
  America
TRend Watch
‣ Will iPad
  transform
  the media
  industry?
TRend Watch
‣ Could
  Microsoft
  WinPho7
  reverse MS
  decline by
  YE 2010?
TRend Watch
‣ Will Apple-
  HTC patent
  throwdown
  retard
  Android’s
  dramatic
  growth?
TRend Watch
‣ Palm - dead
  phone
  walking?
Mobile Landscape

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Mobile Growth Outpaces PCs, TVs Worldwide

  • 2. Mobiles bigger than PC, TV worldwide 2000 1500 1000 500 0 340M Smartphones Mobiles 1.2BPCs Personal TVs 1.6B TVs 1.360B Feature phones Computers
  • 3. 7B Smartphone applications downloaded in 2009 Apple Other 29% 71%
  • 4. 7B Smartphone applications downloaded in 2009 Paid Free 27% Average paid app cost: $1.90 73%
  • 5. Annual revenue (in billions) 150 112.5 75 37.5 0 Apps Music Worldwide Movies Internet content Videogaming Text Messaging
  • 6. Annual revenue (in billions) 150 112.5 75 37.5 0 Apps Music Worldwide Movies Internet content Videogaming Text Messaging
  • 7. Annual revenue (in billions) 150 112.5 75 37.5 0 Apps Music Worldwide Movies Internet content Videogaming Text Messaging
  • 8. Annual revenue (in billions) 150 112.5 75 37.5 0 Apps Music Worldwide Movies Internet content Videogaming Text Messaging
  • 9. Annual revenue (in billions) 150 112.5 75 37.5 0 Apps Music Worldwide Movies Internet content Videogaming Text Messaging
  • 10. Annual revenue (in billions) 150 112.5 75 37.5 0 Apps Music Worldwide Movies Internet content Videogaming Text Messaging
  • 11. Annual revenue (in billions) 150 150 112.5 112.5 Videogaming 75 75 Internet Content Movies Music 37.5 37.5 0 0 Apps Music WorldwideMedia Movies Internet content Videogaming Text Messaging
  • 12. Annual revenue (in billions) 150 112.5 150,000 text messages are sent worldwide 75 each second 37.5 0 Apps Music Worldwide Movies Internet content Videogaming Text Messaging
  • 13. Annual revenue (in billions) 150 112.5 150,000 text messages are sent worldwide 75 each second = $1,000,000 revenue 37.5 every 4.5 minutes 0 Apps Music Worldwide Movies Internet content Videogaming Text Messaging
  • 14.
  • 15. TRend Watch ‣ Nokia acquires mobile web browser provider Novarra - can it break its market share slide?
  • 16. TRend Watch ‣ RIM continues to grow, especially in South America
  • 17. TRend Watch ‣ Will iPad transform the media industry?
  • 18. TRend Watch ‣ Could Microsoft WinPho7 reverse MS decline by YE 2010?
  • 19. TRend Watch ‣ Will Apple- HTC patent throwdown retard Android’s dramatic growth?
  • 20. TRend Watch ‣ Palm - dead phone walking?