1. Harnessing the Mobile Internet December 15, 2009 Eliot Weinman President, Events and Media Division Yankee Group Conference Chair, 4G World and Mobile Internet World 1
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3. Demand for Mobile Broadband Consumers have an insatiable demand for mobile broadband data, wherever and whenever they can find it.
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6. Market consolidation, flat voice revenues yield a market driven by the data revenue strategies of the Big 4 Data Revenue as a % of Wireless Service Revenue Source: Yankee Group, Banc of America Securities Market Share YE 2004 2Q 2009 Verizon Wireless 25.2% 31.8% AT&T 28.3% 28.7% Sprint 23.5% 18.0% T-Mobile 10.0% 12.2% Others 13% 9.3%
19. State of the Industry – Handset & Device Ecosystem Trends Laptops Netbooks 2G Phones MIDs 3G Smart Phones
20. Current Mobile Internet Devices – 3G Smartphones WiFi CDMA EVDO revA 3G HSPA ARM1176JZF 620MHz Qualcomm MSM7201A 528 MHz Processor Device Samsung Instinct Qualcomm MSM7600 528 MHz Blackberry Bold Storm Connectivity Palm Pre N97 Apple 3G iPhone HTC G1 Laptops Netbooks 3G Smartphones 2G Phones MIDs
21. Current Mobile Internet Devices - Consumer Electronics Laptop Netbook Mobile Internet Devices Smartphone UMPC Navigation Gaming Communications WiFi WiMAX 3G/LTE Atom Moorestown Processor Device Entertainment Connectivity
22. Current Mobile Internet Devices - Netbooks Laptop Netbooks Smartphone WiFi WiMAX 3G/LTE Atom Moorestown Processor Device Lenovo Notebook Connectivity Asus Eee HP Mini Acer Aspire Sony Vaio P Dell Inspiron MIDs
35. Expect Accelerated Smart Phone Adoption Yankee Group Attitude and Behavior Surveys Anywhere Consumer (U.S.) 2009 43 percent likely or very likely to purchase a smartphone
37. Multiple device & OS categories will drive traffic Traffic Demand Estimates for Broadband Mobile Phone and Connected Computing Devices (U.S. Market) Source: Yankee Group, 2009
38. One Internet but different user experiences Small screen Mobile phone or PDA access via embedded wireless connection Big screen Laptop access via embedded or external wireless modem
40. Infotainment will drive small screen mobile Internet revenues Western European Mobile Data Revenues by Major Service Category* * Excludes data cards/dongles