A comprehensive look at the importance of mobile development today, as well as a breakdown of the value chains across the various mobile platforms, and an examination of the opportunities within them.
16. World Population
No Mobile
1.4B
Mobile Subs by
the Numbers
Mobile Subscribers
5.6B
17. World Population
No Mobile
1.4B
Mobile Subs by
the Numbers
5.6B Mobile Subscriptions
Mobile Subscribers
5.6B
18. World Population
No Mobile
1.4B
Mobile Subs by
the Numbers
5.6B Mobile Subscriptions
7B People on our Little Rock
Mobile Subscribers
5.6B
19. World Population
No Mobile
1.4B
Mobile Subs by
the Numbers
5.6B Mobile Subscriptions
7B People on our Little Rock
80% of everyone on the planet has a
mobile phone!
Mobile Subscribers
5.6B
46. Platform Penetration
The Big Blue Ocean
It’ll be a Heterogeneous World
Lots of Room for Smartphone Growth
Shakeout Has Largely Occured
47. Platform Penetration
The Big Blue Ocean
It’ll be a Heterogeneous World
Lots of Room for Smartphone Growth
Shakeout Has Largely Occured
But the Game isn’t Over Yet
79. No Monopoly Here
Platform Players: iOS, Android, and WP
Takeaways
Different Opportunities on each Platform
80. No Monopoly Here
Platform Players: iOS, Android, and WP
Takeaways
Different Opportunities on each Platform
Mobile Still in its Infancy
81. No Monopoly Here
Platform Players: iOS, Android, and WP
Takeaways
Different Opportunities on each Platform
Mobile Still in its Infancy
OEM Value Chain App Store Enterprise
B&N Nook, Amazon Kindle Fire BYOD (Enterprise) App Store
Military Ace: Xbox Content Distribution
Etc. Platform
Mobile is the new big thing. The current paradigm shift. Interestingly enough, though, even though consumers have made the switch, companies haven’t necessarily followed suit.\n\nThis has left massive opportunities. A place where disruptions can happen overnight. A place where the mighty have fallen within days of their IPO because they’ve misunderstood the opportunity.\n\nSo how big, how important is this opportunity exactly? we’re going to try to nail down those numbers here.\n
It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
Access.\nWorldwide, there are 835MM Smartphone users. \nThere are 5.6B Mobile subs in total. 7B people. 80% of everyone on the planet has a phone. It’s crazy.\nAwake Yet?\nSome day, most people’s primary device for interaction will be mobile.\n
Access.\nWorldwide, there are 835MM Smartphone users. \nThere are 5.6B Mobile subs in total. 7B people. 80% of everyone on the planet has a phone. It’s crazy.\nAwake Yet?\nSome day, most people’s primary device for interaction will be mobile.\n
Access.\nWorldwide, there are 835MM Smartphone users. \nThere are 5.6B Mobile subs in total. 7B people. 80% of everyone on the planet has a phone. It’s crazy.\nAwake Yet?\nSome day, most people’s primary device for interaction will be mobile.\n
Even as the most rapidly adopted tech of all time, global smartphone penetration is < 10%\n\nSmartphones are becoming commodity. Android + Moore&#x2019;s Law is making this possible.\nThis means that we&#x2019;re still at the beginning of the mobile revolution. most phones aren&#x2019;t smart today.\nThis is just in the US, where smartphone penetration is higher than most places\nGlobal Smartphone penetration is 10%\n\nhttp://www.asymco.com/2011/12/13/global-smartphone-penetration-below-10/\n
Even as the most rapidly adopted tech of all time, global smartphone penetration is < 10%\n\nSmartphones are becoming commodity. Android + Moore&#x2019;s Law is making this possible.\nThis means that we&#x2019;re still at the beginning of the mobile revolution. most phones aren&#x2019;t smart today.\nThis is just in the US, where smartphone penetration is higher than most places\nGlobal Smartphone penetration is 10%\n\nhttp://www.asymco.com/2011/12/13/global-smartphone-penetration-below-10/\n
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In 2011, App usage time surpassed web usage. web is growing too, but it&#x2019;s being dwarfed by app usage.\nSource: Flurry\n\n
Even web access via mobile is bigger than web access via computer.\n\nthe lesson here is that people are reaching for their device first.\n\n
Even web access via mobile is bigger than web access via computer.\n\nthe lesson here is that people are reaching for their device first.\n\n
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We&#x2019;re just at the beginning. If the web growth rate is any indication, we&#x2019;re still in somewhere between infant and toddler stage.\nMight be tempted to say, well mobile is adopted faster, so therefore companies are responding faster, but the truth is, the enterprise only moves so quickly. most businesses only move so quickly. \n
Instagram: No website.\nFacebook: Anyone know how much Facebook has lost today? < $29?? from $42/share\nThey haven&#x2019;t been able to monetize Mobile.\n
Instagram: No website.\nFacebook: Anyone know how much Facebook has lost today? < $29?? from $42/share\nThey haven&#x2019;t been able to monetize Mobile.\n
Instagram: No website.\nFacebook: Anyone know how much Facebook has lost today? < $29?? from $42/share\nThey haven&#x2019;t been able to monetize Mobile.\n
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The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
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-> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
-> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
-> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
-> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
-> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
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outselling all other smartphones combined at the big carrier shops. Lots of androids are sold elsewhere.\n-> still king in apps. app store is printing money\n -> real perception that their apps are valuable (quality app store, review process, etc.)\n -> making huge inroads in the enterprise (bring your device to work). remember, this is how microsoft won the enterprise space. Win3.1 + Office vs. OS/2. This effect cannot be trvialized.\nbut there&#x2019;s a second piece that is less obvious, and that&#x2019;s in the enterprise space, in what the Enterprise has been calling &#x201C;bring your own device.&#x201D;\n\n
outselling all other smartphones combined at the big carrier shops. Lots of androids are sold elsewhere.\n-> still king in apps. app store is printing money\n -> real perception that their apps are valuable (quality app store, review process, etc.)\n -> making huge inroads in the enterprise (bring your device to work). remember, this is how microsoft won the enterprise space. Win3.1 + Office vs. OS/2. This effect cannot be trvialized.\nbut there&#x2019;s a second piece that is less obvious, and that&#x2019;s in the enterprise space, in what the Enterprise has been calling &#x201C;bring your own device.&#x201D;\n\n
outselling all other smartphones combined at the big carrier shops. Lots of androids are sold elsewhere.\n-> still king in apps. app store is printing money\n -> real perception that their apps are valuable (quality app store, review process, etc.)\n -> making huge inroads in the enterprise (bring your device to work). remember, this is how microsoft won the enterprise space. Win3.1 + Office vs. OS/2. This effect cannot be trvialized.\nbut there&#x2019;s a second piece that is less obvious, and that&#x2019;s in the enterprise space, in what the Enterprise has been calling &#x201C;bring your own device.&#x201D;\n\n
outselling all other smartphones combined at the big carrier shops. Lots of androids are sold elsewhere.\n-> still king in apps. app store is printing money\n -> real perception that their apps are valuable (quality app store, review process, etc.)\n -> making huge inroads in the enterprise (bring your device to work). remember, this is how microsoft won the enterprise space. Win3.1 + Office vs. OS/2. This effect cannot be trvialized.\nbut there&#x2019;s a second piece that is less obvious, and that&#x2019;s in the enterprise space, in what the Enterprise has been calling &#x201C;bring your own device.&#x201D;\n\n
perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
Lots of things to write off with microsoft. Windows Phone is not one of them\n -> App store - still emerging. has a review process. audience has money to buy apps, are used to software pruchases\n -> Nokia's Big Bet\n -> Ace up their sleeve, and what no one is talking about - XBox 360/Integration/Content Distribution Platform. huge, huge, huge.\n\nWindows Phone: Some app store stuff. Enterprise space, because Windows is still winning there, but the ace up their sleeve is their distribution channel via xbox and what they&#x2019;ve created there. will be interesting to see them monetize that and what it means for app developers.\n\n
Lots of things to write off with microsoft. Windows Phone is not one of them\n -> App store - still emerging. has a review process. audience has money to buy apps, are used to software pruchases\n -> Nokia's Big Bet\n -> Ace up their sleeve, and what no one is talking about - XBox 360/Integration/Content Distribution Platform. huge, huge, huge.\n\nWindows Phone: Some app store stuff. Enterprise space, because Windows is still winning there, but the ace up their sleeve is their distribution channel via xbox and what they&#x2019;ve created there. will be interesting to see them monetize that and what it means for app developers.\n\n
Lots of things to write off with microsoft. Windows Phone is not one of them\n -> App store - still emerging. has a review process. audience has money to buy apps, are used to software pruchases\n -> Nokia's Big Bet\n -> Ace up their sleeve, and what no one is talking about - XBox 360/Integration/Content Distribution Platform. huge, huge, huge.\n\nWindows Phone: Some app store stuff. Enterprise space, because Windows is still winning there, but the ace up their sleeve is their distribution channel via xbox and what they&#x2019;ve created there. will be interesting to see them monetize that and what it means for app developers.\n\n
-> down, but not _quite_ out. \n -> have a huge fanbase, especially internationally.\n -> big limitations in terms of apps. no JNI, for instance. no interop - means no 3rd party platforms (xamarin for instance).\n -> is it worth an investment here?\n[had an opportunity a year ago to go android, do the amazon kindle route, chose not to. i think they chose poorly]\n
-> down, but not _quite_ out. \n -> have a huge fanbase, especially internationally.\n -> big limitations in terms of apps. no JNI, for instance. no interop - means no 3rd party platforms (xamarin for instance).\n -> is it worth an investment here?\n[had an opportunity a year ago to go android, do the amazon kindle route, chose not to. i think they chose poorly]\n
-> down, but not _quite_ out. \n -> have a huge fanbase, especially internationally.\n -> big limitations in terms of apps. no JNI, for instance. no interop - means no 3rd party platforms (xamarin for instance).\n -> is it worth an investment here?\n[had an opportunity a year ago to go android, do the amazon kindle route, chose not to. i think they chose poorly]\n
-> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
-> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
-> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
-> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
-> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
Need to talk about content distribution: music (rdio, spotify, muve, rhapsody), movies: netflix, amazon, etc.\n
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Huge opportunity for existing apps and infrastructure to be extended to mobile. Especially in the Enterprise, and the business services space.\n
Huge opportunity for existing apps and infrastructure to be extended to mobile. Especially in the Enterprise, and the business services space.\n
Huge opportunity for existing apps and infrastructure to be extended to mobile. Especially in the Enterprise, and the business services space.\n
Just as with the web, the opportunities in mobile will evolve and new ones will be discovered.\n
Just as with the web, the opportunities in mobile will evolve and new ones will be discovered.\n
Just as with the web, the opportunities in mobile will evolve and new ones will be discovered.\n