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Follow on Google News | Luxury branded phones trend 2010-2012Luxury branded phones trend 2010-2012 from more, pls check 2012phones.com
By: 2012phones Internet Trends Outline Mobile Internet – Unprecedented Early Stage Growth Innovation – Unprecedented Intensity? Online Advertising – May Be Entering Golden Age, Finally Online Commerce – Mobile Should Be Share Gain Accelerator Communications – Share Shift to Sharing ‘Cloud Computing’ – Consumer First, Enterprise Next Technology – What’s Next… Beyond Technology – It’s Complicated… Mobile Internet – Unprecedented Early Stage Growth 3 Mobile Internet Ramping Faster than Desktop Internet Did – Apple Leading Charge iPhone + iTouch vs. NTT docomo i-mode vs. AOL vs. Netscape Users First 20 Quarters Since Launch 100 ~86MM Mobile Internet Desktop Internet 80 iPhone + iTouch Netscape* Launched 6/07 Launched 12/94 Subscribers (MM) 60 Mobile Internet ~31MM NTT docomo i-mode 40 Launched 6/99 ~18MM Desktop Internet 20 AOL* v 2.0 Launched 9/94 ~8MM Q1 Q3 Q5 Q7 Q9 Q11 Q13 Q15 Q17 Q19 Quarters Since Launch iPhone + iTouch NTT docomo i-mode AOL Netscape Note: *AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Morgan Stanley Research estimates ~50MM netbooks have shipped in first 10 quarters since launch (10/07). Source: Company Reports , Morgan Stanley Research. 4 Smartphone > PC Shipments Within 2 Years, Global – Implies Very Rapid Evolution of Internet Access Global Unit Shipments of Desktop PCs + Notebook PCs vs. Smartphones, 2005 – 2013E 700 2012E: Inflection Point Smartphones > Total PCs 600 Annual Unit Shipments (MM) 500 400 300 200 100 0 2005 2006 2007 2008 2009E 2010E 2011E 2012E 2013E Desktop PCs Notebook PCs Smartphones Note: Notebook PCs include Netbooks. Source: IDC, Gartner, Morgan Stanley Research estimates. 5 Smartphone > Feature Phone Shipments Within 1 Year, N. Amer. – Implies Very Rapid Evolution of Internet Access North America Unit Shipments of Smartphones vs. Feature Phones, 2005 – 2013E 160 154 150 149 North America Feature Phone & Smartphone Unit 140 140 140 119 120 108 Shipments (MM) 93 90 80 71 67 51 38 40 34 21 10 6 0 2005 2006 2007 2008 2009 2010E 2011E 2012E 2013E Smartphone Shipments Feature Phone Shipments Source: Ehud Gelblum, Morgan Stanley Research. 6 New Computing Cycles – 10x More Devices New = Reduce Usage Friction Via Better Processing Power + Improved User Interface + Smaller Form Factor + Lower Prices + Expanded Services More than Computing Growth Drivers Over Time, 1960 – 2020E Just Phones 1,000,000 Mobile iPad Internet Smartphone 100,000 Kindle Devices / Users (MM in Log Scale) Desktop i on Tablet t Internet 10,000 gra MP3 e I nt Cell phone / ing PDA 1000 s ea PC 10B+ Car Electronics In cr Units??? GPS, ABS, A/V 100 Mobile Minicomputer 1B+ Units / Video Users 100MM+ Home 10 Entertainment Units Mainframe Games 10MM+ Units 1 Wireless Home Appliances 1MM+ Units 1960 1970 1980 1990 2000 2010 2020 Note: PC installed base reached 100MM in 1993, cellphone / Internet users reached 1B in 2002 / 2005 respectively; 3G = A Key to Success of Mobile Internet – 2010E ‘Mainstream’ Wireless Options Growing Rapidly – Creating Broad-Based Wireless Infrastructure GPS – 421MM+ chipsets sold in 2008E, +57% Y/Y; Cell Phones / PDAs = 60% of GPS shipments. 3G – 485MM global users, +46% Y/Y in CQ2, >11% mobile user penetration, rising to 44% by 2013E…Japan / W. Europe / USA already >30% penetration. Wi-Fi – 319MM chipsets sold in 2008E, +42%Y/Y with 862MM installed base; estimate 60% of iPhone / iTouch usage may be on Wi-Fi, providing a crucial (and ~10x faster) offload to stressed 3G networks. Bluetooth – 1.3B Bluetooth-enabled units shipped in 2008, +45% Y/Y; 2B+ Bluetooth devices in use. Source: 3G subscribers data per Informa, Wi-Fi usage estimates per AdMob, Wi-Fi shipments by Wi-Fi Alliance; installed base per iSuppli, assuming 4-yr replacement cycle; Bluetooth shipment per iSuppli, installed base per The Bluetooth Special Interest 9 Group; GPS shipment per Future Horizons. Picture sources: Howstuffworks.com, Boy Genius Report, Cisco, Letsbuy.com. Mobile Apps & Mobile Search – Users of Both Up 2x Y/Y…Search = Most Used Browser Feature, USA Number of USA Smartphone App & Browser Users % of Mobile Browser Users Who Have Done 4/09 vs. 4/10 the Following Activities, 4/10 Mobile App Users Mobile Browser Users Search 48% 40 38 38 Social Networking # of USA Smartphone Users Who Have Used 2x Mobile Apps / Mobile Browsers (MM) News 30 Sports Info Movie Info 20 18 18 Bank Accounts General Reference 10 Classifieds Online Retail 0 4/09 4/10 0% 20% 40% 60% Source: comScore. 10 Mobile App Usage Ramp = Unprecedented 50 47 40 Apps Downloaded 30 per User 22 20 12 10 10 5 0 iPhone / iTouch Android iPad BlackBerry Nokia Apps Available 200K 50K 3K 5K 7K Apps 4B+ 400MM 12MM+ -- -- Downloaded Installed Base 86MM 10MM+ 2MM 20MM* 50-70MM* Launch Date 7/08 10/08 4/10 4/09 5/09 Note: *BlackBerry / Nokia installed base excludes older devices that cannot support app stores. Nokia apps available / downloaded exclude wallpapers / ringtones / music tracks. 11 Source: Distimo, Apple, Google, RIM, Nokia, Nielsen. Morgan Stanley Research. iPhone + Android Internet Usage = Outsized vs. Unit Installed Base Global Smartphone Share of HTML Mobile Page View / Mobile Internet + App Usage / Unit Shipments 60% 55% # # # www.2012phones.com wholesale Louis Vuitton phones , Rolex Phone , Chanel Phone , Rado phone , Porsche Phone , Cartier Phone , Mobiado Phone , Gucci Phones , BMW Phones , Mercedes Benz Phones , Lamborghini Phones, Dupont Phone , Goldvish Cell Phones , End
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