1 / 6

The one thing that revolutionized the mobile market

The one thing that revolutionized the mobile market. Why? It proved: User Interface matters OEMs can demand operator revenue pie (AT&T pays Apple part of monthly ARPU, this rev. share was modified later, though) Operator revenues can have strong reliance to phone quality

risa
Download Presentation

The one thing that revolutionized the mobile market

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. The one thing that revolutionized the mobile market • Why? It proved: • User Interface matters • OEMs can demand operator revenue pie (AT&T pays Apple part of monthly ARPU, this rev. share was modified later, though) • Operator revenues can have strong reliance to phone quality • In Q408, ATT added 2.1m new subscribers, out of which 36% were NEW iphone subscribers (not old AT&T users upgrading) • Iphone users give AT&T $94.5 ARPU compared to avg of $60 • App Store market is a market • Power to 3rd party developers • Pushed other OEMS and operators to fuel innovation and power to user

  2. Do Appstores make money? • Iphone appstore is the only long running example now • Steve Jobs says: • “$1m sales per day in appstore” • Analysts say: • Venture partners: Total appstore sales in 08: $150 million • Apple insider: Total appstore sales so far: $800 million

  3. Key Trends • Smart phone share of mobile sales is growing: • 13.5% of phone sales in Q1 2009 • 11% of phone sales in Q1 1008 • Blackberry and Apple (top 2 smartphone vendors) almost doubled smartphone sales in Q1 09 compared to Q1 08 • While appstore sales projections are not confirmed, question appstores are a key strategy for customer stickiness for mobile phones • Projected that by 2011, majority of application sales will be through app stores • By 2014, application sales will exceed $25 billion (source Juniper research) • Foray of mobile usage in new verticals like healthcare to fuel handset and apps sales

  4. Short Term Bumpy Road Ahead • 3G phones market share growing – 20% in 2008 to 30% in 2009 • Slowdown due to overall economic recession – 10% drop expected • Overall shrinking volume of the handset market • Clearing of the previous inventory, hence less shipments – 15.8% lower than Q1 08 • Number of new subscribers decreasing with APAC registering maximum new registrations

  5. SDK Feature comparison

  6. Web Based based programming for Mobiles • Concept: • Building apps for mobile phones is complex. Different languages, UI, etc. • Solution: • Build using HTML, CSS, Javascript. • Key Players: • PhoneGap, RhoMobile, Mojo SDK (Palm’s Web OS) • How: • App developer writes code in HTML/CSS/JS/Ruby etc. • Headless browser is instantiated • Browser renders UI • Browser executes JS • JS hooks & URI hooks for plugins • Advantages • Consistent, predictable, scalable UI (limited by browser capabilities) • Fast development • Disadvantages • Generally slower, does not work with all browsers/phone platforms, still nascent technology wrt stability • Not good for realtime graphics/heavy apps

More Related