The world top 10 social networking site ranked on 2008:
1. Myspace
2. Facebook
3. Bebo
4. BalckPlanet.com
5. Club Penguin
6. Gaiaonline.com
7. myYearbook
8. hi5
8. Classmates
10. Yahoo! 360
The top 2 have launched the mobile phone version and it makes their community grow even more fast and the operator benefit also more from it.
The social networking site can of course benefit from the advertising, the operator benefit from more ARPU, since the user would login online to reply text, upload photo, music, files, chatting etc. It consume a lot of the bandwidth. And some of the operator are even provide the free SMS for their social networking subscribers. It's also for encouraging the user to login more online. Since the SMS investment from the operator have gained back.
MySpace have co-operated with Alltel, AT & T, Boost Mobile, Celular One/Dobson, Helio, Sprint, T-Mobile USA, Virgin Mobile and Verizon Mobile, it uses the MySpace Mobile alert service which allow the MySpace users free to receive the SMS as soon as any news updated in their MySpace account. The users can click into the link sent from that SMS to login online to their MySpace account for mobile phone online checking the info. And such mobile phone version MySpace is not free, some of them need to pay for USD2.99 renting monthly, some of them 1.5 Pound, some of them 5CAD, some of them USD1.99 monthly etc subjected to the different operators. Of course also some of them are free.
For Facebook, they also co-operate with north American operator and part of the European operator for the m.facebook.com. The operators includes Alliant, AT & T, Bell Mobility, Boost Mobile, Fido, MTS, O2, Rogers, SaskTel, Sprint, Telus, Verizon Wireless, Virgin Mobile, Canada, Virgin Mobile USA, Vodafone etc. And in 2008, there is also launched the Balackberry facebook where more than 1 million download of it in the first 3 months.
Monday, 26 January 2009
Why poeple will love Android
It's all due to people experience good from google's existing online free products. Almost all software from google are for free in order to attract people to stay longer time in google and build the brand effect. Finally click the adwords. And most of the free tools from google got many user's good commend. So, people expect to experience the same from android.
In 2008, BMW announced that there were 30,000 cars installed the "ConnectDrive" where includes the "Google Send-to-car" services. And it helps BMW to save a lot of the development resources and cost. There are also much more other enterprise co-operate with google and get benefited from it. For example, the NTTDoCoMo, Taiwan property agent using google maps for people to seek the home, google map diary from a Taiwan enterprise, 104 bank use igoogle for recruiting, www.liontravel.com use YouTube to introduce the sight seeing place, udn.com install google keyword searching into their website etc. There are all the success case of co-operating with google. So, more people and enterprise expect the Android can do something more.
In 2008, BMW announced that there were 30,000 cars installed the "ConnectDrive" where includes the "Google Send-to-car" services. And it helps BMW to save a lot of the development resources and cost. There are also much more other enterprise co-operate with google and get benefited from it. For example, the NTTDoCoMo, Taiwan property agent using google maps for people to seek the home, google map diary from a Taiwan enterprise, 104 bank use igoogle for recruiting, www.liontravel.com use YouTube to introduce the sight seeing place, udn.com install google keyword searching into their website etc. There are all the success case of co-operating with google. So, more people and enterprise expect the Android can do something more.
Android: the batman of the mobile phone
Many people the more surprise from google and many investors are also innvesting a lot in google for it. And wall street are also waiting for the launching day of android too. In 2008, it launched.
The google android base on Linux with 4 software solution including SDK, KeyApps, Middleware and LinuxKernel, the minimum hardware requirement is 32MB RAM, 200MHz processor. Android can suit for the different size of screen display and keypad too. Google plan for it since 2003 they brought Dodgeball, Reqwireless and work with sun and Opera, Motorola and RIM to finalize the product.
Google must enter mobile phone market due to 3 important reasons:
1. There are 1.5 billion of TV in the world, 1 billion online users and the mobile phone users is 3 billion. In the emerging markets, the beginners of using Internet will be even from the mobile phone instead of PC.
2. The mobile phone O/S is not established to be 1 common standard likely the PC yet. So, it allows the demand of an O/S to compatiable or integrate all exisitng O/S and even generate a single biggest O/S. And it comes with the trend to be the open source too.
3. From the first quarter of 2008, the clicking of the Adwords was 532 million times. it marked the decreasing. And the 5% of the clicking of Adwords are / were from the 6% of the online users and most of them are the one with the annual income less than 40,000USD. And mobile phone is another place for google to get more revenue from their searching business.
The strengthen of google is the making of the freeware and open source. Google base on launching the free stuffs to earn money. Which is conflict with any traditional business rule. The rule was the no cost money mean no demand. And google against it. And Android would allow the weak factory to use more on them too, since the O/S cost near 20% of a mobile phone cost BOM. So, Android offer the weak factory the lower option can can sell with the name of google too.
The google android base on Linux with 4 software solution including SDK, KeyApps, Middleware and LinuxKernel, the minimum hardware requirement is 32MB RAM, 200MHz processor. Android can suit for the different size of screen display and keypad too. Google plan for it since 2003 they brought Dodgeball, Reqwireless and work with sun and Opera, Motorola and RIM to finalize the product.
Google must enter mobile phone market due to 3 important reasons:
1. There are 1.5 billion of TV in the world, 1 billion online users and the mobile phone users is 3 billion. In the emerging markets, the beginners of using Internet will be even from the mobile phone instead of PC.
2. The mobile phone O/S is not established to be 1 common standard likely the PC yet. So, it allows the demand of an O/S to compatiable or integrate all exisitng O/S and even generate a single biggest O/S. And it comes with the trend to be the open source too.
3. From the first quarter of 2008, the clicking of the Adwords was 532 million times. it marked the decreasing. And the 5% of the clicking of Adwords are / were from the 6% of the online users and most of them are the one with the annual income less than 40,000USD. And mobile phone is another place for google to get more revenue from their searching business.
The strengthen of google is the making of the freeware and open source. Google base on launching the free stuffs to earn money. Which is conflict with any traditional business rule. The rule was the no cost money mean no demand. And google against it. And Android would allow the weak factory to use more on them too, since the O/S cost near 20% of a mobile phone cost BOM. So, Android offer the weak factory the lower option can can sell with the name of google too.
The MAC WWDC (World Wide Developer Conference) will change to be ipohne 2.0 developer conference soon
In 2008, the MAC developer conference spot was no longer the MAC, it was the iphone 2.0. iphone open part of the sourcing code, SDK (Software Development Kit) for the public to develop the add-on software for iphone and such software sell in Apps store.
In 2008, the development of the SDK were not just the add-on software, some of the famous sites were also developed for working in iphone too, such as ebay, Loopt launched the LBS social networking, MLB.com launched the iphoine real-time ball game, Sega launched the Super Monkey Ball for the iphone users to control the moving direction via its sensor. And it's whenever the other mobile phone brands cannot do in the short time.
According to the investment bank, Piper Jaffray, forecast, the revenue of App Store will meet 416 million USD in 2009 minimum. If the global economy recover fast, it can even meet 777 million USD - 1.211 billion USD.
In 2008, the development of the SDK were not just the add-on software, some of the famous sites were also developed for working in iphone too, such as ebay, Loopt launched the LBS social networking, MLB.com launched the iphoine real-time ball game, Sega launched the Super Monkey Ball for the iphone users to control the moving direction via its sensor. And it's whenever the other mobile phone brands cannot do in the short time.
According to the investment bank, Piper Jaffray, forecast, the revenue of App Store will meet 416 million USD in 2009 minimum. If the global economy recover fast, it can even meet 777 million USD - 1.211 billion USD.
The potential competitor of smart phone: PNG (Portable Navigation Device)
We know that Garmin will launch the mobile phone in 2009 with their GPS function. And the portable navigation device sold in 2008 was up to 40 million pieces as compare with 2007, it was sold for 26 million pieces, it marks the high growth in 2008. The mobile phone build-in GPS cannot fight with it due to the PNG comes with more GPS function, more precise location tracking, photo demo, size if display, retail price etc. One of the mobile phone break thru point will be from the using of google map where provide the low price option for the people.
And Tomtom is under discussing with iphone to provide the iphone 2.0 GPS software. And much more people are also under developing the Location Base Searching softwares for iphone. Most of the PND will make iphone to be the competitor in the coming time. The mobile phone with build-in GPS will eventually fight down PNG due to the mass user base. It needs to overcome the technical blocks and more add-on software for it.
And Tomtom is under discussing with iphone to provide the iphone 2.0 GPS software. And much more people are also under developing the Location Base Searching softwares for iphone. Most of the PND will make iphone to be the competitor in the coming time. The mobile phone with build-in GPS will eventually fight down PNG due to the mass user base. It needs to overcome the technical blocks and more add-on software for it.
Will iphone and Blackberry impact the crown of Nokia?
Personally, i believe that it will be. Since the main warfare of the mobile phone is at the high end smart phone market. For the middle grade, most of the international brands are no longer possible to extend any, and the price war is the main issue for such market. In the high end market, the technology differentiation is still existed. And in the below middle grade market, all are almost belonged to China manufacturers.
Nokia launch around 40 - 50 models of mobile phone per year and it cover a lot of the users in the market. And iphone and Blackberry provide only few models and even just 1 model, theoretically, it cannot harm to Nokia. However, in terms of investor or wall street or profit, it harms a lot especially in 2009. The war of smart phone will explore since most of the common specification and standard of the high end smart phone will be established. And the brand effect and sexy image of the iphone is really hard to fight. Samsung launch the similar i900 Omnia in 2008 to fight with iphone with the same multi-touch interface, however, the sales was not as good as Samaung expected.
One more advantage of iphone performing better than Nokia is that iphone support many third party software and allow any plug-in software where Nokia is still under planning how to make symbian to be an open source after brought the shares of symbian from other developers on 2008. Now, iphone get the support from many enterprise users where support Microsoft email, calendar, google and even the intranet and Cisco system. And the users from Balckberry is also unable to captured from Nokia too. So, the biggest pressure of coming smart phone war is not from iphone nor Balckberry, it's Nokia.
iphone and Blackberry will not come to be the competition relation, the run the smart phone with different technology and clear users differentiation. The biggest impacting is Nokia, since Nokia enter that market too late and still not find out the niche for differentiating iphone and Blackberry.
Nokia launch around 40 - 50 models of mobile phone per year and it cover a lot of the users in the market. And iphone and Blackberry provide only few models and even just 1 model, theoretically, it cannot harm to Nokia. However, in terms of investor or wall street or profit, it harms a lot especially in 2009. The war of smart phone will explore since most of the common specification and standard of the high end smart phone will be established. And the brand effect and sexy image of the iphone is really hard to fight. Samsung launch the similar i900 Omnia in 2008 to fight with iphone with the same multi-touch interface, however, the sales was not as good as Samaung expected.
One more advantage of iphone performing better than Nokia is that iphone support many third party software and allow any plug-in software where Nokia is still under planning how to make symbian to be an open source after brought the shares of symbian from other developers on 2008. Now, iphone get the support from many enterprise users where support Microsoft email, calendar, google and even the intranet and Cisco system. And the users from Balckberry is also unable to captured from Nokia too. So, the biggest pressure of coming smart phone war is not from iphone nor Balckberry, it's Nokia.
iphone and Blackberry will not come to be the competition relation, the run the smart phone with different technology and clear users differentiation. The biggest impacting is Nokia, since Nokia enter that market too late and still not find out the niche for differentiating iphone and Blackberry.
iphone also make Apple change their business model and profit ways
The launching of ipod make people go more frequent to Apple shop and sell more MAC. The launching of iphone can make the same effect, however, we can see that the traffic of buying the iphone was happening the AT & T shop not Apple shop. Apple cannot use iphone to bring more trafic to their retail shops and sell more MAC. Besides, the low price of the iphone would also impact the price of ipod where sell at around USD499 for ipod touch. Steve Jobs should know about it initially. However, Apple count the different profit after launched iphone.
When sell more iphone, Apple get more digital contents sales and such profit do not need to share with any company. Apple rely more on the digital contents as income. All the hardware products are considered to be the peripherials or for helping to sell more digital contents. Most of the mobile phone will use such option for the profit. For example, gphone or Nokia, they will change the profit center to be the soft products.
Besides, the price of ihpone also keep of dropping, in 2008, a 16G 3G iphone costed at USD299, if the price keep of decreasing, iphone can even sell for more than 20 million pieces in 2009. Then, Apple will be the world's number 5 big mobile phone manufacturers and the biggest mobile phone digital contents supplier.
The biggest attention from iphone is similar as the curse of Motorola Razr. It was ever sell good for few quarters, and even make Nokia and Samsung to clone their ultraslime design. And it was be a failure product afterward due to Motorola cannot continues to innovate the newer design and keep of using the decreasing price to drive the sales of Razr. Currently, iphone seems use the same way, hope the curse of Razr will not happen again.
When sell more iphone, Apple get more digital contents sales and such profit do not need to share with any company. Apple rely more on the digital contents as income. All the hardware products are considered to be the peripherials or for helping to sell more digital contents. Most of the mobile phone will use such option for the profit. For example, gphone or Nokia, they will change the profit center to be the soft products.
Besides, the price of ihpone also keep of dropping, in 2008, a 16G 3G iphone costed at USD299, if the price keep of decreasing, iphone can even sell for more than 20 million pieces in 2009. Then, Apple will be the world's number 5 big mobile phone manufacturers and the biggest mobile phone digital contents supplier.
The biggest attention from iphone is similar as the curse of Motorola Razr. It was ever sell good for few quarters, and even make Nokia and Samsung to clone their ultraslime design. And it was be a failure product afterward due to Motorola cannot continues to innovate the newer design and keep of using the decreasing price to drive the sales of Razr. Currently, iphone seems use the same way, hope the curse of Razr will not happen again.
Why after the AT & T, most of the operators are willing to be the sole distributors of iphone and even sponsor the iphone for the end-users
According to iSuppli research, the iphone use spend around USD90 monthly for their iphone online. And the non-iphone user spend around USD57.00 only. So, AT & T earn even more even they sponsor USD200 per user in buying the iphone. The revenue is from (90- 57) x 24 = 792USD. 792 - 200 = USD592. AT & T earn USD592 per user after sold the iphone for them. So, it clearly show to all operator in the world that the iphone users would allow them to increase their ARPU.
For the commercial traveling users, they spend even more on using the mobile phone email during roaming. And it brings much more revenue for the operator. Since more than half of such travelers are not the technical guy, they do not know how to switch off temporarily for the push mail function and it keeps of IN/OUT email. For 1 - 2 weeks using, it can easily spend for USD400 - USD500 for only push mail.
AT & T willing to do it due to they earned the experience from Motorola Razr before. They took the same way of sponsor the Razr users, and it pushed the sales for double of selling the Razr before on 2005. They clone the same strategy on iphone and gain more.
In that way, we can also see that why Blackberry get welcome a lot from the operator, since the user would spend even more on ARPU than the iphone.
For the commercial traveling users, they spend even more on using the mobile phone email during roaming. And it brings much more revenue for the operator. Since more than half of such travelers are not the technical guy, they do not know how to switch off temporarily for the push mail function and it keeps of IN/OUT email. For 1 - 2 weeks using, it can easily spend for USD400 - USD500 for only push mail.
AT & T willing to do it due to they earned the experience from Motorola Razr before. They took the same way of sponsor the Razr users, and it pushed the sales for double of selling the Razr before on 2005. They clone the same strategy on iphone and gain more.
In that way, we can also see that why Blackberry get welcome a lot from the operator, since the user would spend even more on ARPU than the iphone.
Why the Taiwan brand, HTC, raise so fast even in the USA market
In few years ago, USA consumer even never hear the brand, HTC. They were the OEM factory before assembling for the big brands. In few years ago, they start to launch the products with their own brands and even enter north American market to fight with their old OEM customers. HTC landed the mobile phone in USA market from selling via BestBuy untill 2008 co-operated with the American local operators Sprint and T-Mobile USA.
HTC got famous from a war fighting with iphone. It was the war never existed win, lost or break even. Since HTC use the chips from Qualcomm 7201A 528MHz processor, TouchFLO 3D interface and 7.2M HSDPA. Such Qualcomm chip exist the 3D accelerating engine as compare with iphone's Infineon which supports only 2D, the TouchFLO 3D can provide more precis experience for the consumers. And HTC make also with 2.8 inches VGA screen too. And iphone come with 3.6Mbps, so, HTC launched with 7.2Mbps. It's all sue to the support from the Qualcomm chip.
In 2008, HTC launched the Touch Pro aka Raphael and Touch Dual Pro aka Titanium with qwerty design after the success of the war with iphone from sitting in an own "blue ocean". HTC is still hard to sell in USA market due to they enter there later than iphone and cannot co-operate with the operators earlier. iphone explored the smart phone market in USA and HTC is one of the brands join to eat the pie too. So, it will be certain hard to fight with iphone there.
The investors from Asia and even China keep of investing heavily on HTC, due to they also develop the new mobile phone fast with the latest technology. Especially in the coming mobile phone online demand, the cycle life of the mobile phone and mobile phone technology would be shorten a lot. The winner will be the one can launch the new models with the nw technology faster than any competitors.
HTC got famous from a war fighting with iphone. It was the war never existed win, lost or break even. Since HTC use the chips from Qualcomm 7201A 528MHz processor, TouchFLO 3D interface and 7.2M HSDPA. Such Qualcomm chip exist the 3D accelerating engine as compare with iphone's Infineon which supports only 2D, the TouchFLO 3D can provide more precis experience for the consumers. And HTC make also with 2.8 inches VGA screen too. And iphone come with 3.6Mbps, so, HTC launched with 7.2Mbps. It's all sue to the support from the Qualcomm chip.
In 2008, HTC launched the Touch Pro aka Raphael and Touch Dual Pro aka Titanium with qwerty design after the success of the war with iphone from sitting in an own "blue ocean". HTC is still hard to sell in USA market due to they enter there later than iphone and cannot co-operate with the operators earlier. iphone explored the smart phone market in USA and HTC is one of the brands join to eat the pie too. So, it will be certain hard to fight with iphone there.
The investors from Asia and even China keep of investing heavily on HTC, due to they also develop the new mobile phone fast with the latest technology. Especially in the coming mobile phone online demand, the cycle life of the mobile phone and mobile phone technology would be shorten a lot. The winner will be the one can launch the new models with the nw technology faster than any competitors.
What make iphone so special where the other brands cannot do
I am also the iphone user alternatively. During the time of using iphone, there was a un-talkable experience generated and such experience was completely new and never tasted before from other mobile phone. I makes me bringing it all the time if I need to meet the old friends or the customers, since it always bring me the unstopped topics of talking.
When I try to summarize it, I find that there are 5 points that the other brands cannot do yet.
They are:
1. Too much promotion from the press release especially after Steve Jobs said the price was only USD199, it was almost not possible to believe. And when I buy it with the operator's contract, I still did not have the expensive feeling.
2. The 3G function and unlimited data from the operator. For example in USA, basic voice charge from AT & T is USD39.99, the unlimted data plan need to add USD30, if there is the commercial users, it needs to be USD45.00, it's USD10.00 more as compare with the old plan fro AT & T. It's AT & T to fill their expense hole of sponsor a lot on each iphone. And for the users, there were also almost no complaint about it nor thinking too expensive.
3. Fast internationalize of the phone especially after 11-7-2008 during the iphone 2.0 business innovation, the iphone fastly enter to more than 70 countries ad regions with same price. And almost all the press release from those market are announced only the good side news of iphone.
4. Due to the support of iTune, iphone move more fast on selling. And due to the partial opening of sourcing code, SDK, it makes a lot of the developers form the world to provide the ad-on software for iphone where even Nokia cannot catch up the development speed of iphone from developing the add-on software. And the more important is that if there is installed a lot of the add-on software, it would not hang the phone even during running for few softwares, i performs the same fast of the speed nor shutting down. Now, iphone even integrates with YouTube, iTunes, SEGA Game, Google Map etc.
5. Very sexy outlook design, especially show to the "material girls" or "material boys" . I always attract their eye balls without saying anything before the third quarter of 2008. Sometimes my friend even request from me to borrow for them for a party.
When I try to summarize it, I find that there are 5 points that the other brands cannot do yet.
They are:
1. Too much promotion from the press release especially after Steve Jobs said the price was only USD199, it was almost not possible to believe. And when I buy it with the operator's contract, I still did not have the expensive feeling.
2. The 3G function and unlimited data from the operator. For example in USA, basic voice charge from AT & T is USD39.99, the unlimted data plan need to add USD30, if there is the commercial users, it needs to be USD45.00, it's USD10.00 more as compare with the old plan fro AT & T. It's AT & T to fill their expense hole of sponsor a lot on each iphone. And for the users, there were also almost no complaint about it nor thinking too expensive.
3. Fast internationalize of the phone especially after 11-7-2008 during the iphone 2.0 business innovation, the iphone fastly enter to more than 70 countries ad regions with same price. And almost all the press release from those market are announced only the good side news of iphone.
4. Due to the support of iTune, iphone move more fast on selling. And due to the partial opening of sourcing code, SDK, it makes a lot of the developers form the world to provide the ad-on software for iphone where even Nokia cannot catch up the development speed of iphone from developing the add-on software. And the more important is that if there is installed a lot of the add-on software, it would not hang the phone even during running for few softwares, i performs the same fast of the speed nor shutting down. Now, iphone even integrates with YouTube, iTunes, SEGA Game, Google Map etc.
5. Very sexy outlook design, especially show to the "material girls" or "material boys" . I always attract their eye balls without saying anything before the third quarter of 2008. Sometimes my friend even request from me to borrow for them for a party.
The top 5 mobile phone brands performance in North American market
It was an amazing market of North America in 2008. Motorola and Palm lost a lot in 2008, and iphone win a lot in 2008. The new entry, HTC, win also big share from North American market too.
Blackberry is still the best smart phone in north American market, seems in 2009 it will still at the best position especially they have the best representative to advertise their phone, The US president, Obama. After decreased the price to be USD99 for a blackberry Pearl mobile phone or the consumer can rent it with USD10 - USD30, the sales of Balckberry increased to be 46.1%. Before that, the price was more than USD100 and the renting charge was USD35 - USD45.
iphone is the biggest potential star surely. The price of iphone may decrease in the 2009, it can push the market share of iphone to be increased too. If iphone can launch the more new version, it can even increase for more. Now, iphone occupied 18!% of the market share in north America.
Palm was silence for certain time till launched the Centro and work with AT & T and Sprint for the low price promotion in 2008, then, the market share raised from 10% to be 12.1% ranked number 3 in north America market. Such Centro seems can only sell in North American market, in Asia, people even never hear about it. The sales in north American market was ever met 1 million pieces sales within 24 weeks. After the Centro, Palm launched also Treo 800w integrated with WiFi and GPS with Palm's EV-DO Rev.A mobile phone network too. In the coming time, Palm will also launch the GSM/WCDMA/HSDPA with 400MHz processor, Window mobile 6.1 O/S, Bluetooth, WiFi and GPS, Palm temporarily name it Skywriter.
Samsung seems mainly target the low price mobile phone market which is much different than what they are doing in China targeting the above middle grade market ans the main cities. Samsung still occupy around 8.3% of the market share in north American market.
Finally in HTC, they are new in north American market, since their smart phone can bring more APRU revenue for the operators and OEM with the operators for maximizing their revenue. Their partners like Sprint, AT & T and T-Mobile USA channel a lot of their phones to the market.
Blackberry is still the best smart phone in north American market, seems in 2009 it will still at the best position especially they have the best representative to advertise their phone, The US president, Obama. After decreased the price to be USD99 for a blackberry Pearl mobile phone or the consumer can rent it with USD10 - USD30, the sales of Balckberry increased to be 46.1%. Before that, the price was more than USD100 and the renting charge was USD35 - USD45.
iphone is the biggest potential star surely. The price of iphone may decrease in the 2009, it can push the market share of iphone to be increased too. If iphone can launch the more new version, it can even increase for more. Now, iphone occupied 18!% of the market share in north America.
Palm was silence for certain time till launched the Centro and work with AT & T and Sprint for the low price promotion in 2008, then, the market share raised from 10% to be 12.1% ranked number 3 in north America market. Such Centro seems can only sell in North American market, in Asia, people even never hear about it. The sales in north American market was ever met 1 million pieces sales within 24 weeks. After the Centro, Palm launched also Treo 800w integrated with WiFi and GPS with Palm's EV-DO Rev.A mobile phone network too. In the coming time, Palm will also launch the GSM/WCDMA/HSDPA with 400MHz processor, Window mobile 6.1 O/S, Bluetooth, WiFi and GPS, Palm temporarily name it Skywriter.
Samsung seems mainly target the low price mobile phone market which is much different than what they are doing in China targeting the above middle grade market ans the main cities. Samsung still occupy around 8.3% of the market share in north American market.
Finally in HTC, they are new in north American market, since their smart phone can bring more APRU revenue for the operators and OEM with the operators for maximizing their revenue. Their partners like Sprint, AT & T and T-Mobile USA channel a lot of their phones to the market.
The trend of the smart phone in 2009: Make the commercial smart phone for the consumer users
We see the success of iphone is based on it. Blackberry is also investing heavily on the digital camera for high pixel and other value-added function likely a professional digital camera. Nokia is also launched the Netbook alike mobile phone for the consumer users too. And most of the international brands or the operator are no longer use the consumer users and commercial users to segment the market. Part of the brands that cannot match up the new demanding are under phasing out of the top 5, for example, Motorola and Palm. The second thing we saw from 2008 was that the smart phone grow for 39% up to 180 million pieces sold.
We also saw in 2008, that most of the profitable phones were for fulfilling such demands. For example, Samsung SPH-M800, HTC Touch Diamond, Blackberry Bold with WCDMA/HSDPA, Sonyericsson Xperia X1, Nokia S60, N95, N96 (up to 16GB memory) and Nokia will launch also a super phone called Tube in 2009 too.
Especially Blackberry, they are under doing a lot of the works for that market whenever from the outlook design, browser, multi-media player, user interface (e.g, sync with iTune), qwerty keypad are all for serving Procumer (professional consumer). The good samples from Blackberry were their Thunder and Storm launched in the end of 2008. Thunder is the first product from RIM where do not use the qwerty and change to be screen touch interface. and also the first one use dual mode for CDMA and GSM. And the Storm is the RIM's series for GSM/WCDMA/HSPA with screen touch design, it will co-operate with AT & T to launch. Those products sold good due to RIM absorbed the problem from the Curve and Pearl before.
We also saw in 2008, that most of the profitable phones were for fulfilling such demands. For example, Samsung SPH-M800, HTC Touch Diamond, Blackberry Bold with WCDMA/HSDPA, Sonyericsson Xperia X1, Nokia S60, N95, N96 (up to 16GB memory) and Nokia will launch also a super phone called Tube in 2009 too.
Especially Blackberry, they are under doing a lot of the works for that market whenever from the outlook design, browser, multi-media player, user interface (e.g, sync with iTune), qwerty keypad are all for serving Procumer (professional consumer). The good samples from Blackberry were their Thunder and Storm launched in the end of 2008. Thunder is the first product from RIM where do not use the qwerty and change to be screen touch interface. and also the first one use dual mode for CDMA and GSM. And the Storm is the RIM's series for GSM/WCDMA/HSPA with screen touch design, it will co-operate with AT & T to launch. Those products sold good due to RIM absorbed the problem from the Curve and Pearl before.
How important of the mobile phone online market
In the end of 208, 88% of the wireless board band are run with HSPA technology. And in the coming time, the pie will occupy by LTE and WiMAX, till 2015, the HSPA and HSPA+ may remain only 54% share. It looks decrease a lot, however, the user on 2008 is only 61 million, and on 2015, the users will be up to 1.1 billion. It will still be the main technology. And the 3.5G (HSPA) will still be the main protocol too.
According to IDA, the global mobile online user is around 1.4 billion, and on 2012, it will be around 1.9 billion, which occupied 30% of the population. AN don 2012, the mobile phone online user will also be more than PC online user too. On 2008, there are around 1.5 billion pieces of the mobile online devices in the world, and on 2012, it will be 3 billion. And half of them will be the mobile phone especially the smart phone.
The segmentation of the mobile devices will be MID at around 90 million pieces, Netbook at around 100 million pieces. Especially the Netbook which provides the Full Internet Experience performing the same grade capability as Notebook and PC. And such user experience and device performance is not possible to do by the mobile phone. For the MID, it's even under the strong support from Intel where many developers are investing in it. The main problems blocks the development of the MID is due to the unclear of the 3.5G module and license charge, second is due to the too high f the power consumption.
According to IDA, the global mobile online user is around 1.4 billion, and on 2012, it will be around 1.9 billion, which occupied 30% of the population. AN don 2012, the mobile phone online user will also be more than PC online user too. On 2008, there are around 1.5 billion pieces of the mobile online devices in the world, and on 2012, it will be 3 billion. And half of them will be the mobile phone especially the smart phone.
The segmentation of the mobile devices will be MID at around 90 million pieces, Netbook at around 100 million pieces. Especially the Netbook which provides the Full Internet Experience performing the same grade capability as Notebook and PC. And such user experience and device performance is not possible to do by the mobile phone. For the MID, it's even under the strong support from Intel where many developers are investing in it. The main problems blocks the development of the MID is due to the unclear of the 3.5G module and license charge, second is due to the too high f the power consumption.
The product fight down iphone in Taiwan and China
In Taiwan, the mobile phone called HTC Diamond fight down iphone won the number 1 smart phone and love a lot from both consumer and operator due to sell USD200 less than iphone. In China, that model also contribute the same effect as iphone in north America where open the market of letting the consumer love to use the commercial mobile phone. The global mobile phone online user will raise from 550 million on 2008 to be 1.5 billion in 2012 and 2 billion in 2015. And China will be the single biggest market for it especially for the mobile phone online. If plus India, it occupied more than 30% of the global mobile phone online user market.
The rest of market cannot come to be the scale bigger than China and India is not due to they will not use the mobile phone for online. It's because they will use the other options for online, such as MID, ULPC, UMPC, Netbook etc, mobile phone is only one of their options to choose.
In China, it will even turn to be bigger than the forecasting since there are many good policies from the government to support the 3G growth of the mobile phone. For example, mobile phone broadcasting is claimed to be an independent broadcasting channel which do not limited by the existing TV and radio regulation. For example during the 2008 Olympic, the mobile phone broadcasting was taking care by the China Telecom and they take care all the broadcasting for the mobile phone online users from China and the global users too as soon as any clicking into their sites.
There are more than 8 factories from China approved from China government and telecom authority that can sell the 3G mobile phone and export too. If iphone cannot enter China fast, it will be hard to take the market from China, since the spreading speed of the China made products are crazy fast. We see Toshiba, Sharp, LG are hard to occupied China market now, since the China users have shaped the design of the mobile phone they love. For the other design, there are hard to occupied. And China is not shaping its smart phone specification and standard too.
According to Analysys Mason, the global wireless board band users will be 2.1 billion and it brings the economic scale up to 784 billion USD. Which is the opportunity of mobile phone users market too.
Sunday, 25 January 2009
Summary of iphone impacting the smart phone market of North America
Before the third quarter of 2007, smart phone occupied around 5%- 8% of the north America market which is much lower than the 8% - 10% from global market. After the launching of iphone, the smart phone market from north America raised to be more than 10%. In the end of 2007, there were sold 8.32 million pieces of smart phone in north American market with the increasing rate of 196% as compare with 2006. And in 2008 first quarter, there were sold 7.12 million pieces of smart phone in north America market marked the 123% growth. It was all due to iphone open the smart phone market. iphone help the operator increase a lot of the ARPU revenue. Which make all operators from the world love a lot of the smart phone especially the smart phone where the price is around USD200 less than iphone and come with the similar functions.
In Taiwan, before the entering of iphne, HTC (Taiwan local mobile phone manufacturer, the biggest mobile phone manufacturers in Taiwan and China) started to launch their smart phone with 3.5G high speed online function and occupied more than half of the market share and the operator love it a lot due to the HTC brought them much more revenue from ARPU. And in few months ago, when iphone entered Taiwan, the sales could not be as hot as in north America and Europe.
Whenever the global economy are under the crisis and the mobile phone market also marked to be declined, the smart phone market keep of high growth and marked the overall sales of smart phone to be 185 million pieces. In 2008, Nokia launched the N series, E series and 8000 series for the high end market. Nokia did also launch the 6000 series and 5000 series for the middle end market. And all of such markets were for the smart phone.
Else of it, Garmin (the global single biggest GPS manufacturer) have announced to enter the market phone device market too on June 2008 and their product will launch on 2009. Garmin will co-operate with AT & T to sell their mobile device in American market and the device will make with their own EMP 3.5G chip and it's even using their own O/S instead of using Microsoft Windows or Symbian.
In Taiwan, before the entering of iphne, HTC (Taiwan local mobile phone manufacturer, the biggest mobile phone manufacturers in Taiwan and China) started to launch their smart phone with 3.5G high speed online function and occupied more than half of the market share and the operator love it a lot due to the HTC brought them much more revenue from ARPU. And in few months ago, when iphone entered Taiwan, the sales could not be as hot as in north America and Europe.
Whenever the global economy are under the crisis and the mobile phone market also marked to be declined, the smart phone market keep of high growth and marked the overall sales of smart phone to be 185 million pieces. In 2008, Nokia launched the N series, E series and 8000 series for the high end market. Nokia did also launch the 6000 series and 5000 series for the middle end market. And all of such markets were for the smart phone.
Else of it, Garmin (the global single biggest GPS manufacturer) have announced to enter the market phone device market too on June 2008 and their product will launch on 2009. Garmin will co-operate with AT & T to sell their mobile device in American market and the device will make with their own EMP 3.5G chip and it's even using their own O/S instead of using Microsoft Windows or Symbian.
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