Morgan Stanley published last month a report analyzing the “state-of-the-art” of Mobile Internet. The report covers almost every aspect related to Mobile Internet: technologies, key players, carriers, content providers, etc..
While reading one the presentation summary, one slide kept my attention. It’s a diagram comparing different mobile platforms in terms of HTML Mobile Page view, mobile Internet and mobile application usage and unit shipmets.
HTML Mobile Page Views
- iPhone users represent 65% of HTML Mobile Page views, with only a 17% of market share.
- Symbian has only a 7% of HTML Mobile Page views, despite a 45% market share.
- RIM also has a poor 3% of HTML Mobile Page views.
- ANDROID overtakes RIM, Symbian, Palm and Windows Mobile!!!!
Mobile Application usage
- iPhone is doing a great job here with a 50% of Mobile Applications.
- Symbian has a 25%, a bit low taking into account its 45% market share.
- Android obtained an 11% in just one year.
- RIM has an interesting 7%. Not bad taking into account that Blackberry user interface is far from being usable (IMO).
Analyzing this information we foresee two winning platforms: iPhone and ANDROID. These are two young platforms, with great potential and a user base hungry for data consumption. In the case of iPhone, it’s really awesome taking into account that we are talking about one single device, not a family of devices.
Every 1% of iPhone users consume a 3,8 % of HTML mobile page views and a 2.9% of Mobile applications. 1% of Android users consume a 2% of HTML mobile page views and a 2,75% of Mobile Applications. Interesting numbers, isn’t it?
I’m completely sure that 2010 will be the year of ANDROID. During the last CES in Las Vegas, Moible Manufacturers presented more than 20 new ANDROID devices. Even Google presented its own device, the Nexus One, probably the most advanced mobile phone in the market now. I don’t forget about iPhone. Apple is doing well, and they will probably (surely?) present a new version during the summer. But, as new ANDROID devices appear, the penetration of this platform will get higher and higher, probably overtaking iPhone in two years time.
Anyway, these are very interesting times for mobile industry, specially for mobile internet and applications.
Link Morgan Stanley’s Mobile Internet Report
Via Mobile Phone Development
