Mobile Internet Product Portfolios 2012-2016

1 Executive Summary

2 Mobile Internet Smartphone Portfolio – Regional Trends, User Segmentation, Analysis of Vendor Strategies & Offerings, and Forecasts for 2012 - 2016

2.1 User Expectations of the Future-Wake Up Or Die!

2.2 So, what makes up a Smartphone? Hardware Analytics

2.3 Smartphone Software: Future of common Smartphone App/ Software

Table 1: Market Drivers and Inhibitors: Smartphones

2.4 Legacy Smartphone Operating Systems-A Shredding Analysis

2.4.1 Symbian

2.4.2 Window Mobile OS

2.4.3 Android

2.4.4 Blackberry

2.4.5 iOS (Apple)

2.5 Greenfield Smartphone Operating Systems – Is there room for all?

2.5.1 Samsung Bada

2.5.2 webOS

Chart 2: Smartphone Shipments and Market Share by Mobile Operating Systems (2010)

Chart 3: Market Share of Smartphone Operating Systems (2010, 2011 – 2016F, percentage)

Chart 4: Regional Smartphone Shipments (2010, 2011 – 2016F, millions)

2.6 NFC-Enabled Smartphones – A Crusade into the Distant Future

Chart 5: Worldwide Shipments of NFC-Enabled Smartphones (2010, 2011 – 2016F, millions)

2.7 The Naratte’s Zoosh Challenge – Doomsday for NFC Chipset Makers?

2.8 Bluetooth Applications – Use of Bluetooth in Smartphones beyond 2011

2.9 3D-Enabled Smartphones – What’s so special about them?

Chart 6: 3D-Enabled Handheld Game Console Shipments (2010, 2011 – 2016F, millions)

Chart 7: Worldwide Shipments of 3D-Enabled Smartphones (2010, 2011 – 2016F, millions)

2.10 Smartphones of the Future – Think Now or Perish!

2.11 Strategies and Business Models of the Big 5 (Tier-1) Smartphone Manufacturers

2.11.1 Nokia

2.11.2 Samsung

2.11.3 Apple

2.11.4 HTC

2.11.5 Research In Motion (RIM)

2.12 Tier-2 Smartphone Makers’ Market Strategies

2.12.1 Micromax (India)

2.12.2 ZTE

Table 2: Top Five Smartphone Vendors, Shipments, and Market Share, Calendar Year 2010 (millions)

Chart 8: Smartphone Shipments by OEMs (2010, 2011 – 2016F, millions)

Chart 9: Smartphone Revenues by OEMs (2010, 2011 – 2016F, billions)

2.13 Top 10 Smartphones Evaluated

Chart 10: Market Share of Top 10 Smartphones (March 2011, percentage)

2.14 Android Phones Making Strides in between 2011 and 2012

2.15 Android by 2016

3 Mobile Internet Tablet Portfolio – Evaluation of Global Vendor Strategies and Regional Forecasts on Shipments, Operating Systems and Revenues, 2012 to 2016

3.1 Tablets – Past, 2012 and Beyond

3.1.1 The Past – Not What it’s Thought to Be

3.1.2 The Present – How will 2012 shape up?

3.1.3 The Future – Imperative to Realise the Full Potential

3.2 Will Netbook, Notebook or E-Reader survive beyond 2012?

3.2.1 Notebook Vs. Tablet

3.2.2 Netbook Vs. Tablet

3.2.3 EReader Vs. Tablet

3.3 Decoding the Tablet Ecosystem – A Peek into the Future

Chart 11: Tablet Ecosystem – Possibilities for 2012

Chart 12: Market Penetration Share of Tablet Manufacturers, Vendors, App Developers &

Mobile Operators (2011 – 2012, percentage)

3.4 Who could overtake Apple?

Chart 13: Number of Apple and Android Apps in Market (2011)

3.5 Business Models and Strategies of the Big 3 Tablet Makers

3.5.1 Apple's iPad 2

3.5.2 Motorola's Xoom

3.5.3 RIM's BlackBerry Playbook

3.6 Tablets in the Run for the Top 10 Slot 2011 - 2012 - A TeleResearch Labs Exclusive

Table 3: Tablets in the Run for the Top 10 Slot 2011 - 2012

Chart 14: Regional Tablet Shipments (2010, 2011 – 2016F, millions)

Chart 15: Worldwide Tablet Revenues (2010, 2011 – 2016F, billions)

Chart 16: Regional Tablet Revenues (2010, 2011 – 2016F, billions)

Chart 17: Tablet Shipments by Operating Systems (2010, 2011 – 2016F, millions)

4 USB Dongles, Smart Cards, Embedded Internet, and Others – Key Offerings, Business Strategies and

Case Studies of the Tier-1 Manufacturers with Forecasts on Shipments and Revenues, 2012 to 2016

4.1 USB Dongles Vs. Smartcards Vs. Embedded Internet

Table 4: Comparison of USB Dongles, Smartcards and Embedded Internet

4.2 Innovation in Designs and Pace-Picking Features

4.2.1 USB Dongles

4.2.2 Smartcards

4.2.3 Embedded Internet

4.3 Incorporating VAS into Mobile Internet

4.3.1 Mobile TV

4.3.2 Video Chatting

4.3.3 Fan Clubs/Sports Clubs

4.3.4 3G Video Dating

4.3.5 Premium Content

4.3.6 Video Blogging

4.3.7 Video Opinions/ polls

4.3.8 Mobile Movies & Infotainment

Chart 18: Comparison of Revenue Growth of Mobile Movies & Infotainment Vs. Mobile Cloud

by 2016

4.3.9 Mobile News

4.3.10 Mobile Advertising

4.4 Innovative Partnerships in the MVAS Space

4.5 MVAS Value Chain

Chart 19: MVAS Value Chain

4.5.1 MVAS Revenue Sharing Model

Table 5: A Revenue Sharing Model

4.6 Managed VAS

4.7 Comparison and Strategies of the Big 3 USB Internet Dongle Makers

4.7.1 Huawei

Chart 20: Shipments of Huawei 3G USB Internet Dongles (2010, 2011 – 2016F, millions)

Chart 21: Revenue of Huawei 3G USB Internet Dongles (2010, 2011 – 2016F, billions)

4.7.2 Intel

Chart 22: Shipments of Intel 3G USB Internet Dongles (2010, 2011 – 2016F, millions)

Chart 23: Revenue of Intel 3G USB Internet Dongles (2010, 2011 – 2016F, billions)

4.7.3 LG

Chart 24: Shipments of LG 3G USB Internet Dongles (2010, 2011 – 2016F, millions)

Chart 25: Revenue of LG 3G USB Internet Dongles (2010, 2011 – 2016F, billions)

4.8 Embedded Systems/ Laptops

4.8.1 SWOT Analysis of Embedded Internet

Chart 26: Regional Shipments of Embedded Laptops (2010, millions)

Chart 27: Regional Shipments of Embedded Laptops by Operators (2011 – 2016F, millions)

Chart 28: Worldwide Shipments of Embedded Laptops in Retail (2011 – 2016F, millions)

4.9 Wi-Fi

4.9.1 Hotspots

4.9.2 Free Hotspots

4.9.3 Commercial Hotspots

4.10 Global Navigation Satellite Systems (GNSS)

4.10.1 GPS (Global Positioning System) - USA

4.10.2 GLONASS - Russia

4.10.3 COMPASS/ Beidou-2 - China

4.10.4 IRNSS (Indian Regional Navigation Space System) - India

4.11 GPS Chipsets for Handsets

Chart 29: GPS: NaviLink 6.0 Solution: NL 5500

4.12 The Rise of the GPS-enabled GSM/ WCDMA Handsets

4.12.1 Market Share of GPS-IC Vendors

4.12.1.1 Broadcom

4.12.1.2 CSR/ SiRF

4.12.1.3 Infineon

Chart 30: Market Share of GPS- IC Vendors (percentage)

4.13 GNSS Chipset and Software Vendors

Table 6: Specification of GNSS Chipset Devices

4.13.1 CellGuide

4.13.2 SkyTraq

4.13.3 u-blox

Table 7: Bluetooth, Mobile Wireless LAN and Mobile Broadband Compared

5 Lifting the Mist over Cloud Computing – Understanding the Relevance of Business Platforms,

Partnerships, and Implementing a Fail-Safe Pricing Strategy, with Compelling Case Studies, 2012 – 2016

5.1 Cloud Computing – Concepts and Analysis

5.2 Emerging Primary Models for Cloud Deployment

Chart 31: Major Types of Clouds

Chart 32: Global Share of Online Discussions on Types of Clouds (Q1 2011)

5.3 Market Size and Growth Prospects

Chart 33: Cloud Market Growth

Chart 34: Traditional IT Delivery Translated to Cloud

5.4 Cloud-based Delivery Mediums

5.4.1 Software as a Service (SaaS)

5.4.2 Development as a Service (DaaS)

5.4.3 Platform as a Service (PaaS)

5.4.4 Infrastructure as a Service (IaaS)

Chart 35: Interest in Cloud Computing Across Geographies (February 2011, percentage)

5.5 Considerations of Obstacles and Opportunities of Cloud Computing

5.5.1 Security and Data Privacy

5.5.2 Integration with Cloud-Based Systems

5.5.3 Regulatory and Compliance Issues

5.5.4 Security Concerns

Chart 36: Major Security Breaches (Cases)

5.6 Pros and Cons of Adopting Cloud Computing

5.6.1 Small & Medium Enterprises (SMBs)

5.6.2 Large Enterprises

5.7 Future of Cloud

Chart 37: Impact of Cloud Computing on Mergers and Acquisitions

5.8 Initiatives to Address Security Concerns

5.8.1 Microsoft – CloudProof

5.8.2 Nippon Telegraph & Telephone Corporation (NTT) & Mitsubishi – Advanced Encryption Scheme

5.8.3 IBM – Homomorphism Encryption Scheme

5.8.4 Trend Micro – SecureCloud

5.9 Case Study 1 - Amazon Web Service (AWS)

5.10 Case Study 2 - Google Cloud Computing Services

5.11 iCloud vs. Google Cloud – Whom should you go with?

5.12 Big 5 Cloud Players – A Critical Evaluation and Future Tactics

6 Mobile Applications – An Exhaustive Analysis of Platforms, App Stores, Business Models, and Regional Forecasts on App Subscribers and Revenues, 2012 – 2016

6.1 Mobile Applications Overview

6.2 Mobile App Stores – Flooding To Quench Users’ Thirst

Table 8: Top 10 Mobile Apps of 2011 - 2013

Table 9: Different Mobile App Store offerings by OS/ Handset Vendors, Mobile Operators and Others

6.3 Developments in Smartphone App Markets

Table 10: Six Major Trends Shaping the Smartphone Application Ecosystem

6.4 Latest Trends and Opportunities for Mobile App Businesses in 2011

6.5 Business Models of App Stores

Chart 38: Obstacles to Third Party App Developer Programs

Table 11: Different Approaches to Working with ACPs

Chart 39: Free vs. Paid Mobile Apps

Chart 40: Price Comparison of Apps by Different Stores

Chart 41: Mobile App Store Sizes (2010YE)

Chart 42: Global Mobile App Store Growth in 2010

Chart 43: Comparison of Mobile App Platforms (2010 – 2011, percentage)

Chart 44: Mobile App Platforms – Comparative Growth (2010YE – 2011, percentage)

6.6 Sources of Revenue

Chart 45: Mobile Apps Revenue Sources (2010 - 2011)

Chart 46: Success Measures of Mobile Apps in 2010 - 2011

6.7 Top Mobile Socio-Networking Apps

6.8 A Critical Examination of the Five Most Popular Socio-networking Applications and Sites, and their Affect on MBB Uptake

Chart 47: Facebook Demographics in January 2011

Chart 48: Regional Facebook Usage

Chart 49: Worldwide Facebook Users - Gender Wise

Chart 50: Worldwide Twitter Usage

Chart 51: Worldwide LinkedIn Usage – Gender-Wise

Chart 52: Top 10 Countries with LinkedIn Users (millions)

Chart 53: Worldwide LinkedIn Distribution by Industry (2010 - 2011)

Chart 54: Facebook, Twitter and LinkedIn - Head to Head Revenues (2010, millions)

6.9 Key Elements of Facebook and Twitter

6.9.1 Why people love Facebook?

6.9.2 What’s so special about Twitter?

6.10 Communication Styles in different Social Settings

6.11 So Which Social Network is the Best?

6.12 What is an App-Centric Business Model?

Chart 55: App-Centric Business Model - Explained

6.13 What is an Operator-Centric Business Model?

Chart 56: Operator-Centric Business Model - Explained

Chart 57: Revenue sharing in Operator-Centric Business Model

6.14 Market Size (2011 – 2016)

Chart 58: Mobile App User Base (2010YE – 2016F)

Table 12: Regional Mobile App User Base (2010YE – 2016F, millions)

Chart 59: Regional Mobile App User Share in 2010 (percentage)

Chart 60: Regional Mobile App Users Forecast for 2016 (percentage)

Chart 61: Regional Mobile App User Growth (2010YE – 2016F, percentage)

6.15 Mobile App Revenues

Chart 62: Global Mobile App Revenues (2010YE – 2016F, billions)

Table 13: Regional Mobile App Revenues (2010YE – 2016F, billions)

Chart 63: Regional Mobile App Revenue Contribution in 2010 (percentage)

Chart 64: Mobile App Revenues in Europe (2010, 2011 - 2016F, billions)

Chart 65: Mobile App Revenues in Asia (2010, 2011 - 2016F, billions)

Chart 66: Mobile App Revenues in North America (2010, 2011 - 2016F, billions)

Chart 67: Mobile App Revenues in Rest of the World (2010, 2011 - 2016F, billions)

Chart 68: Regional Mobile App Revenue Contribution Forecast for 2016 (percentage)

Chart 69: Regional CAGR of Mobile Application Revenue (2010YE - 2016F, percentage)

7 Mobile Applications – Business Models and Case Studies

7.1 Case Study 1: Apple Apps Store

Chart 70: No. of Applications in Apple App Store (January 2011)

Chart 71: Apple iPhone Development – Application Submissions (January 2011)

Chart 72: Apple iPhone Application Price Distribution (January 2011)

Chart 73: Most Popular Categories of Active Applications (Apple iPhone – January 2011)

7.1.1 Business Model

7.1.2 Key Developments

7.2 Case Study 2: Samsung Bada Apps Store

7.2.1 Vision Pertaining to Samsung Bada

7.2.2 Business Model and Developments

Chart 74: Most Popular Samsung Bada Apps

Chart 75: Comparison of Samsung Bada Mobile App Trends with Smartphone & Feature

Phones (2010 - 2011, percentage)

Chart 76: Samsung Bada Ecosystem

Chart 77: An App-Centric Focus

7.2.3 Revenue Model of Samsung Bada

7.3 Case Study 3: BlackBerry App World

Chart 78: Most Popular Blackberry Apps

7.3.1 Business Models and Developments

7.3.2 Revenue Model of BlackBerry

8 Exclusive Operatorwise Analysis of Internet Portfolio for Smartphones, Tablets, USB Dongles, Embedded Internet and Laptops

8.1 Smartphones – Offerings, Contracts, Device Portfolios, Models, Embedded VAS, Speed & Price, and Future Strategies

8.1.1 Operators’ Tie Ups and Business Strategies

8.1.1.1 SingTel, Singapore & iPhone4/ Motorola BACKFLIP & Motorola DEXT/ BlackBerry

Table 14: SingTel iPhone Price Plans

Table 15: SingTel Motorola BACKFLIP Price Plan

Table: 16. SingTel Motorola DEXT Price Plan

Table 17: SingTel Windows 3G Price Plan

8.1.1.2 Bharti Airtel & iPhone4/ Nokia N8

Table 18: Airtel iPhone 4 Postpaid Plans

Table 19: Airtel iPhone 4 Prepaid Plans

Table 20: Airtel Nokia N8 Data Offer

8.1.1.3 Aircel India & iPhone 4/ BlackBerry

Table 21: Aircel India & iPhone 4 Postpaid Price Plans

Table 22: Aircel India & iPhone 4 Prepaid Plans

Table 23: Aircel India & Blackberry Postpaid Plans

Table 24: Aircel India & Blackberry Prepaid Plans

8.1.1.4 MTN South Africa & BlackBerry

Table 25: MTN Blackberry Tariffs

8.1.1.5 Verizon Wireless & Motorola Droid, HTC Thunderbolt and Samsung (3G/ 4G Plan)

Table 26: Verizon Wireless - Available Plans with 3G Mobile Broadband Plans

Table 27: Verizon Wireless with 4G Mobile Broadband Plans

8.1.1.6 Batelco Bahrain & BlackBerry Services

Table 28: Batelco Blackberry Plans

8.2 Tablets - Offerings, Contracts, Device Portfolios, Models, Embedded VAS, Speed &

Price, and Future Strategies

8.2.1 Operators’ Tie Ups and Business Strategies

Table 29: Airtel India & Samsung Galaxy S Tab

8.2.1.1 Vodafone UK & Apple IPad and IPad 2/ Samsung Galaxy Tab

Table 30: Vodafone iPad Data Plans

Table 31: Apple iPad 2 with Vodafone UK

Table 32: Samsung Galaxy Tab with Vodafone UK

8.2.1.2 SingTel Singapore & Apple iPad2 Tablet

Table 33: SingTel Singapore & Apple iPad2 Tablet Price Plan (Single SIM)

Table 34: SingTel Singapore & Apple iPad2 Tablet Price Plan (Multi SIM)

8.3 USB Dongles

8.3.1 Operators’ Tie Ups and Business Strategies

8.3.1.1 Tata TeleServices Ltd. & Huawei

Table 35: Data Base Plans Of Tata Photon

Table 36: Add On Pack Tariff Plans

8.3.1.2 Verizon Wireless & Pantech

8.3.1.2 T-Mobile UK with ZTE USB Dongle

Table 37: T-Mobile UK offerings on ZTE USB

8.4 Embedded Internet

8.4.1 Operators’ Tie Ups and Business Strategies

8.4.1.1 Verizon wireless & HP

Table 38: Verizon’s Plans on HP

8.4.1.2 AT&T & Dell Inspiron 3G/ 4G

Table 39: Dell Inspiron Notebook and Netbook Plan

8.4.1.3 Vodafone UK & Acer

Table 40: Vodafone UK & Acer Aspire Plan

8.5 LTE/ WiMAX/ TD – LTE Strategy and Activity Beyond 2011

Table 41: Comparison of Mobile Internet Access – WiMAX & LTE

8.5.1 LTE

8.5.1.1 NTT DoCoMo

Chart 79: NTT Docomo towards 4G in 2011

8.5.1.2 TeliaSonera

8.5.2 WiMAX

8.5.2.1 Case Study - Reliance India Mobile

8.5.2.2 Case Study - MTN Irancell

8.5.3 TD - LTE

8.5.3.1 Case Study - China Mobile

Table 42: Regional 3G Smartphone Penetration Rate (1H 2011)

Table 43: Average Revenue Per Device (Smartphones) – Samsung, LG and Motorola (1H 2011)

Table 44: Operatorwise Market Share of Smartphones (North & Latin America, 1H 2011, percentage)

Table 45: Operatorwise Market Share of Smartphones (Europe, 1H 2011, percentage)

Table 46: Operatorwise Market Share of Smartphones (Asia Pacific, 1H 2011, percentage)

Table 47: Operatorwise Market Share of Smartphones (Africa and Middle East, 1H 2011, percentage)

Table 48: Operatorwise Average Revenue Per Feature of Smartphones (North & Latin America, 1H 2011)

Table 49: Operatorwise Average Revenue Per Feature of Smartphones (Europe and Asia Pacific, 1H 2011)

Table 50: Operatorwise Average Revenue Per Feature of Smartphones (Africa and Middle East, 1H 2011)

Table 51: Operatorwise Market Share based upon User Segmentation – Smartphones (North & Latin America, 1H 2011, percentage)

Table 52: Operatorwise Market Share based upon User Segmentation – Smartphones (Europe and Asia Pacific, 1H 2011, percentage)

Table 53: Operatorwise Market Share based upon User Segmentation – Smartphones (Africa and Middle East, 1H 2011, percentage)

Table 54: Operatorwise/ Devicewise ARPU of Smartphones (1H 2011)

Table 55: Operatorwise/ Devicewise User Time Spent on Smartphones (1H 2011)

Table 56: Operatorwise ARPU Matrix – Smartphones (1H 2011)

Table 57: Regional 3G/ 4G Tablet Penetration Rate (1H 2011)

Table 58: Operatorwise Market Share of Tablets (North & Latin America, 1H 2011, percentage)

Table 59: Operatorwise Market Share of Tablets (Europe, 1H 2011, percentage)

Table 60: Operatorwise Market Share of Tablets (Asia Pacific, 1H 2011, percentage)

Table 61: Operatorwise Market Share of Tablets (Africa and Middle East, 1H 2011, percentage)

Table 62: Operatorwise Average Revenue Per Feature/ User Segmentation – Tablets (North & Latin America and Europe, 1H 2011)

Table 63: Operatorwise Average Revenue Per Feature/ User Segmentation – Tablets (Asia Pacific, Africa and Middle East, 1H 2011)

Table 64: Operatorwise/ Devicewise ARPU of Tablets (1H 2011)

Table 65: Operatorwise/ Devicewise User Time Spent on Tablets (1H 2011)

Table 66: Operatorwise ARPU Matrix – Tablets (1H 2011)

Table 67: Operatorwise Market Share of USBs (North & Latin America, 1H 2011, percentage)

Table 68: Operatorwise Market Share of USBs (Europe, 1H 2011, percentage)

Table 69: Operatorwise Market Share of USBs (Asia Pacific, 1H 2011, percentage)

Table 70: Operatorwise Market Share of USBs (Africa and Middle East, 1H 2011, percentage)

Table 71: Operatorwise/ Devicewise ARPU of USBs (1H 2011)

Table 72: Operatorwise/ Devicewise User Time Spent on USBs (1H 2011)

Table 73: Operatorwise Average Revenue Per Feature/ User Segmentation - USBs (North & Latin America and Europe, 1H 2011)

Table 74: Operatorwise Average Revenue Per Feature/ User Segmentation - USBs (Asia Pacific, Africa and Middle East, 1H 2011)

Table 75: Operatorwise ARPU Matrix - USBs (1H 2011)

Table 76: Operatorwise Market Share of Embedded Internet Devices (North & Latin America, 1H 2011, percentage)

Table 77: Operatorwise Market Share of Embedded Internet Devices (Europe, 1H 2011, percentage)

Table 78: Operatorwise Market Share of Embedded Internet Devices (Asia Pacific, 1H 2011, percentage)

Table 79: Operatorwise Market Share of Embedded Internet Devices (Africa and Middle East, 1H 2011, percentage)

Table 80: Operatorwise/ Devicewise ARPU of Embedded Internet Devices (1H 2011)

Table 81: Operatorwise/ Devicewise User Time Spent on Embedded Internet Devices (1H 2011)

Table 82: Operatorwise Average Revenue Per Feature/ User Segmentation - Embedded

Internet Devices (North & Latin America and Europe, 1H 2011)

Table 83: Operatorwise Average Revenue Per Feature/ User Segmentation - Embedded Internet Devices (Asia Pacific, Africa and Middle East, 1H 2011)

Table 84: Operatorwise ARPU Matrix - Embedded Internet Devices (1H 2011)

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