Prominent Analysts See iPhone With 'Two or Three-Year Lead' on Mobile Internet Market
Based on past performance, according to Morgan Stanley, Apple is in the "pole position" in the race to dominate mobile Internet computing, which is supposed to be for the 2000s what desktop Internet computing was for the 1990s, personal computing for the 1980s, mini computing for the 1970s, and mainframe computing for the 1960s.
According to Fortune's report, Morgan Stanley analyst Katy Huberty sees the iPhone's massive installed base and application offerings as giving Apple a "two or three-year lead" on the rest of the industry. The iPhone's rapid early growth, which has easily surpassed that of other revolutionary Internet offerings, is seen as evidence of the game-changing nature of the device and the potential for continued leadership throughout the rapidly-evolving industry.
The report also provides data backing up what many have previously observed: that iPhone users' heavy use of data in comparison to that of other smartphone users is revolutionizing the mobile Internet industry and driving innovation and growth in excess of the device's market share. According to the study, the iPhone holds only 17% global smartphone market while claiming 50% of mobile app usage and a full 65% of mobile Web browsing.
While it remains to be seen whether Apple can continue its explosive growth in the face of increasing competition in the mobile Internet space, it seems clear that Apple holds a number of advantages that offer it the opportunity to drive the industry for the foreseeable future.
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MS presented this at a conference in October with the same numbers.
RIM ships a lot of handsets, and will continue to have a larger installed base than Apple, but they're used mainly for messaging or in business environments where apps and browsing are restricted or very minimal. Their consumer landscape is lacking. This also isn't news.
The thing that interests me is Android eating the hell out of WinMo's lunch. If it actually takes until Q4 2010 for WM7 to go gold, the platform is completely dead. What I want to see is what will happen to the business users who ditch WinMo. Most of them will go to RIM. But of the ones who don't, there's going to be a certain percentage that won't want to be involved with Google. If Palm is still alive/independent by later 2010, they could poach a nice, if minor, user base if they build the right device and app suite.
While it may be true that this information was presented yesterday, the data/book is old news.
MS presented this at a conference in October with the same numbers.
you're right this was presented sometime late summer early fall. pretty much the theme of the presentation was that 2010 will be the year of moblie.
...RIM ships a lot of handsets, and will continue to have a larger installed base than Apple, but they're used mainly for messaging or in business environments where apps and browsing are restricted or very minimal. Their consumer landscape is lacking. This also isn't news.
I've had a BB for the past couple of years. Sure, its officially "business", but web-surfing is permitted, etc. I hardly use it at all for that because the User Experience thoroughly blows. As such, let's not necessarily try to attribute it all to being a "business" device for why its internet access numbers are low.
The thing that interests me is Android eating the hell out of WinMo's lunch. If it actually takes until Q4 2010 for WM7 to go gold, the platform is completely dead. What I want to see is what will happen to the business users who ditch WinMo. Most of them will go to RIM. But of the ones who don't, there's going to be a certain percentage that won't want to be involved with Google. If Palm is still alive/independent by later 2010, they could poach a nice, if minor, user base if they build the right device and app suite.
I saw that and was ironically wondering where all the clever Media Pundits are, pronouncing a "Microsoft Mobile Death Knell", since we all know that had this been Apple, thats what would have had happened.
-hh
Insert iphone needs to be on verizon comment here...
And you think Verizon would be any better at handling the iPhone that AT&T... Oh would you like to browse the web while talking. Sorry, can't do that on VZ.
As such, let's not necessarily try to attribute it all to being a "business" device for why its internet access numbers are low.
Indeed not. I think that the corporate users who are allowed to use the browser probably use it more than the individuals who own them and use them mainly for their messaging features. The members of my family with corporate BBs use the browsing features sparingly, mostly for VPN/Intranet stuff or news. My girlfriend and her mother used to have BBs (gf switched to an iPhone recently, her mom has an iPod Touch), and they didn't bother doing anything except SMS/IM on them because it was awful.
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