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“Surfing the Web on a personal computer will become old-fashioned in less than ten years when the majority of Internet users are expected to access the Net through their mobile handsets”
Geraldine Wilson, vice president of Yahoo! Europe Connected Life
Is Fixed Internet to Become a “Niche”
Smart Phone penetration
4B Mobile Users
Mobile Internet Users
3G Penetration
1.5B Fixed Internet users
13%
25% in 2013
Vs.~
~
~
>>
>>
...Users are Actually Using the Service
15.6%
15.6%
+59%+59%
Download maps &
directions
17.6%
17.6%
+63%
+63%
Search for products &
services
Connected with Social Networks
9.6%9.6%
+182%+182% 13.7%
13.7%
Obtained information about
movies & entertainment
+67%
+67%
* % of users using the service in 2008** Increase from 2007Source: Kelsey Group Mobile Market View Consumer Survey, Nov 2008
**
*
Increased Mobile Browsing
MySpace sees mobile use
driving 50% of the visits within 2-3
years’ time
50% more use of Google
among iPhone owners(vs.
regular phones)
Application Stores
iPhone App Store
Palm App Catalog
BlackBerry Application Center
Google’s Android Market
Samsung Application store
Nokia Ovi
Microsoft's SkyMarket
Operators See Data Revenue Growth
• US data revenues 20% of overall revenues
• T-Mobile US Data revenues represents 17% of total revenues
• AT&T has 1.6X ARPU on IPhone users, expects data ARPU to become 34% of ARPU by 2013
• Telstra ARPU in 3G is $20 higher than in 2G
Food for Thought
• Is this the end of the “Fixed Internet” era?
• Nokia, Apple, Google, Carriers; who will own the customer?
• Browser vs. Applications downloads – will both sustain?
• Who will make money in the mobile internet?