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Clustering and coopetition in the mobile industry. George M. Giaglis ISTLab / WRC Athens University of Economics and Business http://www.giaglis.eu http://www.wirelessresearch.eu. A changing landscape…. Source: Vision Mobile Research. Large players repositioning….
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Clustering and coopetitionin the mobile industry George M. Giaglis ISTLab / WRC Athens University of Economics and Business http://www.giaglis.eu http://www.wirelessresearch.eu
A changing landscape… Source: Vision Mobile Research
Large players repositioning… Source: Vision Mobile Research
Towards which future? • The mobile industry is transforming on multiple fronts at the same time • Devices (smart phones, iPhone/iPad, …) • Open-source OS (Android, Symbian, …) • GUIs (multi-touch sensing, …) • Broadband (3G+ laptop dongles, …) • Retailing (AppStore, Android market, Ovi, GetJar, …) • Services (location & social nets: twitter, facebook Places, Foursquare, Gowalla…)
Industry economics • Transformed, too • From MNO-centric “walled gardens”… • To device-centric (Apple), OS-centric (Android), service-centric (Facebook) models • The industry is not immune to the downturn… • Handset sales falling (save smartphones) • Operators’ revenues falling (save data) • … but upstream parts are flourishing • 250,000 apps; 5bn downloads @ AppStore ($1bn to developers) • 72,000 apps; 1bn downloads @ GetJar
Toward new value propositions • MNOs as dumb pipes? • Yes: mobile internet is commoditized • No: customer profiling and net (non-)neutrality remain critical • The oneAPI initiative • New quasi-monopolies? • Yes: Google, Apple and Facebook as Microsoft/Intel of the mobile industry • No: mobile handsets are not PCs (personalization provides scope for innovation, not commoditization)
What future for mobile clusters? • Blame it on the downturn • Prosperity favors collaboration; Uncertainty favors rivalry • Protecting the conquered land • From collaborative innovation… • … to open membership capitalism and private club communities Close as the new open?
Thank you! http://www.wirelessresearch.eu