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3
SMARTPHONES CAN DO EVERYTHING
Inte
rnet
Use
rs (b
ln)
Source: Broker Research
Shift to Smartphones Mobile Internet Users Overtaking Desktop
Diverse Content Consumption on Mobile Devices
4
GROWTH SEEMS TO BE EVERYWHERE
($ b
ln)
Source: Gartner
CAGR 46%
($ b
ln)
Source: Juniper Research; Internal analysis
CAGR 41%
* Excluding NFC and other forms of mobile proximity
Source: Yankee Group, Informa, MEF, Internal analysis
(€ b
ln)
CAGR 11%
Global Mobile Entertainment – D2C Global Mobile Marketing Spend
Global Number of Mobile Subscribers Global Mobile Payment*
2,1
32
2,5
21
2,8
57
3,1
56
3,4
17
3,6
44
3,8
38
678 785
889
989
1,0
76
1,1
56
1,2
28
500
518 531
541 549
557 563
494
535 574
608 638
664 687
538
560
585 601
613 623
630
314
335
352 368
382 395
406
4,656
5,255
5,787 6,263
6,675 7,038
7,352
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
2009A 2010A 2011F 2012F 2013F 2014F 2015F
Mo
bile
Su
bsc
rib
ers
(m
illio
n)
5
BUT COMPLEXITY IS HIGH
Android is Catching Apple in Operating System Market Share
Worldwide Mobile Market Share by Operating System (2009-2012)
Source: Broker ResearchNote: Relates to smartphone only
Source: AdMobNote: Relates to both smartphone and featurephone
Massive proliferation in devices and operating systems
Consolidation in to one portable device is not happening – quite the opposite!
Launching content and services in to this spaghetti of technology is expensive and difficult
Massive competition as operators, handset vendors, retailers and media groups fight for share
6
HTML5 WILL CHANGE APP LANDSCAPE
Mobile Browser Internet vs. Apps – Share of US Mobile Subscribers*
% of Apps Developed for a Native Platform
Source: Gartner
Mobile internet browsing is the most popular feature on smartphones
HTML5 is a disruptive standard with many advantages over Apps for graphics, video and UI
Users will not need to download to have a seamless app-like experience via HTML5
HTML5 also offers more opportunities for mobile payments
HTML5 will drive the explosion of mobile entertainment, marketing and commerce, reducing the impact of Apps in the mobile world
Source: comScore Feb 2011*Excluding Text Message
iPhone, Safari browser
Alternative platforms and browsers (e.g. Android)
HTML5 working subset stable
Web app stores
4G connectivity
MILESTONES
Decreasing reliance on Apps developed for Native Platforms such as iOS
7
MOBILE PAYMENTS – EXCITING BUT CROWDED SPACE
Mobile BankingHandset Contact
Mobile Payments
Remote Mobile Payments
P2P Mobile Payments
Mobile Finance
Providers
/ Zetawire
HUGH CAMPBELLPARTNER0207 101 [email protected]