In a lengthy report, over 600 slides, Morgan Stanley’s consultants present in depth the future of mobile internet.
Key facts from the slide show with comments!
- Mobile Internet Market will be at least 2x in size of the Desktop Internet Market
- Balance of power will shift from carriers and infrastructure providers to software/service providers
- As information is democratized/decentralized, users will increasingly be in control
- Mobile usage increase in data not voice
- Western Europe could lag USA in mobile development due to fragmented market, relatively slow post-paid ratio (seems that pre-paid cards are not an advantage. In Romania all the stars use pre-paid, so the masses follow:) ) + small developer community
- Current smartphones are as powerful as a PC in 2001
- Apple market share should continue to increase for at least 2 years (buying shares there, anyone??)
- On long-term, Google’s Android system may pose challenges to Apple (buying shares there too in two years, anyone??)
- In technology, the system with the most applications + best application ecosystem usually wins (users want the system with most options, developers the system with most consumers. Same story with Microsoft… iPhone Apple. It’s history repeating)
- Android Job postings increased with 7000%, Apple iPhone’s with 952% since March 2008
- 506MM $ revenue for developers in 2009 from iPhone apps. To be double next year! Talk about crisis!
- Battery technology is a huge limit in the application multi-tasking for mobiles
- Communication channels vary by generation… yes. I see the letters, phone, sms, messenger, email and the latest Facebook wall! Grandpa, get your Facebook account now!
- Social networks are platforms for advertisers and vendors
- Facebook games’ monetization is on virtual goods
- offline CPM is higher than online CPM (potential to disrupt in time as online usage increases (currently an user spends an average 20% of his time online). History proves that ads follows eyeballs.
- next generation Internet Cafe’s are actually WiFi Internet & Cafe such as Starbuck
plus other facts on infrastructure and regulation which are out of my interest but you should check yourself in the slideshow.
