智慧手機及行動OS:細分化複雜市場 是由出版商Informa Telecoms & Media在2012年01月所出版的。
這份英文市場調查報告書價格從美金3992起跳。
智慧手機市場於急速成長中愈漸複雜,而要預測特定尋址市場或具有特定技術要件市場也越來越困難。
本報告為,以OS類型、產品等級、外型/用戶可用性等區隔,匯整智慧手機及行動OS市場之主要趨勢、區隔別市場成長預測、主要利益關係人策略及簡介等,以下列摘要形式闡述。
調查內容
- 行動終端OS市場趨勢
- 最新智慧手機銷售預測
- 主要挑戰
- 開放性軟體之使用
- 用戶介面之重要性
- Android之崛起
- 專有生態系統之復興
- 行動OS
- 終端軟體之重要性
- 利益關係人簡介
- 智慧手機之預測及分析
- 銷售台數、用戶數:地區/國家、OS別
- 市場區隔、價格範圍、外型別預測
- OS簡介
- 主要OS之比較
- SWOT分析
- 過去、現在、未來版本之變化
- 智慧手機OS之市場佔有率、市場策略
- 裝置供應商及營運商之各種合約
- 應用程式店提供之服務、與開發商之關係
2011年版、新市場區隔
- 產品類型
- 「入門級」智慧手機
- 「核心/大眾市場」智慧手機
- 「超級」智慧手機
- 外型、用戶行動性
- 僅有QWERTY
- 僅有觸控式螢幕
- 混合式
- 電話
- 價格範圍
- 地區/國家
- 北美
- 拉丁美洲
- 亞太地區
- 日本
- 中國
- 韓國
- 印度
- 其他先進國家
- 其他新興市場
- 歐洲
- 非洲、中東
Abstract
The smartphone market is now growing rapidly in the majority of markets
globally but operators need to focus on their profitability and how to use
smartphones as a platform to increase data usage.
The smartphone market is expected to continue its rapid growth over the next
five years and, as a consequence, is increasing in complexity. To reflect this
market development, new opportunities are arising for smartphones to target
various segments and price tiers. This has led to the implementation of a
variety of strategies from players across the value chain, which is reflected
in the market positioning of the different operating system platform suppliers.
Overview
The smartphone market is exploding and increasing in complexity so that it can
no longer be treated as a single segment with a specific addressable market
and technology requirements. This segmentation is also creating huge
differences in hardware requirements.
As a result, the price differential continues to widen between the lowest and
the highest ends of the market. The wide price range is fed by disparities in
the addressable markets as buying decisions depend on consumers' lifestyle,
demography and disposable incomes. This new segmentations now also takes into
account a number of key emerging elements including feature and functionality
tiers, usability, pricing, market type (prepaid vs. postpaid) and access
technology.
Complete coverage of the smartphone and operating system (OS) markets:
Mobile handset OS market trends - bringing you up-to-date with the
latest smartphone sales forecasts and main issues, including the adoption of
open source, the continuing importance of the user interface, the rise of
Android and a potential return to more proprietary ecosystems.
Mobile operating systems - to aid understanding, we clearly define
mobile OS market segmentation, its market dynamics and the nature of closed
and open architecture.
Importance of handset software - reviewing handset ecosystem trends and
market sizes, focusing on software and hardware integration approaches and
their key contribution to the user experience.
Stakeholder profiles - investigating how key players in the smartphone
market have adapted their business models over the past 12 months to compete
more effectively.
Smartphone forecasts and analysis - covering volume sales and users for
the key regions and countries, by operating system. New for this year are
additional smartphone forecasts by defined segment, price tiers and form
factor.
Operating system profiles - our expert analysts compare and contrast
the main operating systems through insightful company profiles, which include
a detailed SWOT analysis, each analyzing:
- Past, present and future version developments
- Smartphone OS market share and strategy
- Device vendor and operator deals
- App store offerings and developer relationships.
All the important smartphone and OS issues addressed:
- Which device platforms will sell most?
- What share of the handsets market will smartphones gain per year to 2016?
- Which devices are being used for what? And how does this differ from
region to region?
- How do OS platforms stack up against each other? Check using our in-depth
SWOT analysis.
- What segments will be best served by the operating systems, including
regional disparities?
- What are the strategies for the key stakeholders?
- What are the forecasts for OS volume sales and user figures to 2016?
- What are the key results from our 3Q11 industry smartphone survey?
New segmentations for 2011:
Product tier:
- " Entry level" smartphones
- " Core/mass market" smartphones
- " Super" smartphones
Form factor/usability:
- QWERTY only
- Touchscreen only
- Hybrid smartphones
- Telephony
- Price tier
Regional and segmented mobile OS data and analysis:
Key market data and forecasts for handset volume sales and users are provided
globally and broken down by each of the following:
Regions and countries:
- North America
- Latin America
- Brazil
- Rest of Latin America
- Asia Pacific
- Japan
- China
- South Korea
- India
- Rest Asia Pacific (Developed)
- Rest Asia Pacific (Developing)
- Europe
- Western Europe
- Eastern Europe
- Russia
- Rest of Eastern Europe
- Africa and the Middle East
Table of Contents
Smartphones and Mobile Operating Systems Executive Summary - PowerPoint file (33 slides)
Smartphones and Mobile Operating Systems: Creating segmentation for an increasingly complex market - Executive Summary
- Fig. 1: Motorola shipment volumes and smartphone shares, 1Q10-3Q11
- Fig. 2: In your opinion, what is the most important factor driving
smartphone adoption in your market?
- Fig. 3: Vodafone Smart SWOT analysis
- Fig. 4: Global smartphone vs. nonsmartphone sales, 2010-2016
- Fig. 5: Global smartphones sales in developed and emerging markets,
2010-2016
- Fig. 6: Global, smartphone sales forecast split by various price points,
2010-2016
- Fig. 7: Global, smartphone volume sales, by segment, 2010-2016
- Fig. 8: Global, smartphone users, by region, 2010-2016
- Fig. 9: Total mobile applications in store: Apple App Store, Android
Market and BlackBerry App World, 4Q09-2Q11
Mobile smartphone and OS forecasts, 2010-2016 - Excel file
Global smartphone users, 2010-2016 - Excel file
Smartphone Survey Analysis - PowerPoint file (19 slides)
SWOT analysis of major smartphone platforms: Android, BlackBerry, iOS, Symbian and Microsoft - Excel file
Deep software-hardware integration and the role of CPU/GPU integration
- Multimedia applications performance: Integration vs. software on hardware
Making sense of the smartphone market: Definitions and segmentation
- Fig.1 : Segmentation of handset-OS platforms and application environments
by openness
- Fig. 2: Smartphone segment definitions, 2011 and 2016: technology &
hardware
- Fig. 3: Smartphone segment definitions, 2011 and 2016: features
- Fig. 4: Smartphone segment definitions, 2011 and 2016: core applications
- Fig. 5: Smartphone segment definitions, 2011 and 2016: addressable market
Is there a place for Linux in the mobile market?
- Global, mobile Linux† handset sales, 2010-2016
Symbian's shelf-life could be extended by Belle
- Fig. 1: Symbian ^3 OS versions
- Fig. 2: Symbian OS SWOT analysis
The rise and rise of Android
- Fig. 1: Android OS version releases, Sept-09 to Oct-11
- Fig. 2: Relative number of active* Android devices, by version, 2011
- Fig. 3: Global share of Android models in market, by vendor, 2009, 2010
and 1H11
- Fig. 4: Android OS SWOT
Android's newest OS release, Ice Cream Sandwich, changes the game for dynamic data-usage control
The rationale behind RIM's new BBX OS - what are the challenges?
- Fig. 1: BlackBerry OS platform releases, Sep-09 to Oct-11
- Fig. 2: BlackBerry Oss SWOT analysis
Apple iOS looks beyond smartphones to boost growth
- Fig. 1: Apple iOS X versions
- Fig. 2: Apple iOS SWOT analysis
Microsoft's Windows Phone platform is under pressure to provide a compelling value proposition in face of strong competition
- Fig. 1: Microsoft Windows Mobile/Phone OS versions
- Fig. 2: Microsoft, hardware requirements for Windows Phone 7.x OS
- Fig. 3: Microsoft Windows Phone OS SWOT analysis
Will Microsoft open a new Windows of opportunity to Nokia in the smartphone market?
Motorola Mobility's smartphone strategy in the hands of Google
- Motorola shipment volumes and smartphone shares, 1Q10-3Q11
Operators must move away from smartphone penetration to profitable smartphone business models
- Fig. 1: Global, smartphone penetration of total handset sales, by region,
2010-2016
- Fig. 2: In your opinion, what is the most important factor driving
smartphone adoption in your market?
- Fig. 3: Operators' goals in generating more profit from existing users
- Fig. 4: The smartphone ecosystem
- Fig. 5: Smartphone segmentation, 2011 and 2016
- Fig. 6: Smartphone push levers
- Fig. 7: Vodafone UK and O2 Germany smartphone subsidy and tariff strategies
- Fig. 8: Smartphone device line-up - operators, vendors and retailers
- Fig. 9: Europe, selected operators' hire purchase plans, 3Q11
- Fig. 10: Viva Bahrain's hire purchase strategy, 3Q11
- Fig. 11: Factors that have an impact on the operator/vendor device-supply
relationship
- Fig. 12: O2 Priority marketing campaign
Increasing smartphone sales through handset leasing
- Fig. 1: SIM-free handset prices
- Fig. 2: A selection of hire purchase plans
- Fig. 3: O2 Germany's MyHandy
- Fig. 4: TDC Rate
- Fig. 5: TDC subscriber acquisition cost, 3Q10-3Q11
- Fig. 6: Europe, selected countries with handset leasing schemes
Case study: Vodafone's own-branded smartphone
- Fig. 1: The Vodafone Smart
- Fig. 2: Vodafone Smart SWOT analysis
Smartphone sales break the 50% barrier by 2016
- Fig. 1: Global smartphone vs. nonsmartphone sales, 2010-2016
- Fig. 2: Global smartphones sales, by region, 2010-2016
- Fig. 3: Global smartphones sales, by region and leading country markets,
2010-2016
- Fig. 4: Global smartphones sales in developed and emerging markets,
2010-2016
- Fig. 5: Global smartphone sales, by OS type, 2010-2016
- Fig. 6: North America, smartphone sales, by OS, 2010-2016
- Fig. 7: Latin America, smartphone sales, by OS, 2010-2016
- Fig. 8: Asia Pacific, smartphone sales, by OS, 2010-2016
- Fig. 9: Europe, smartphone sales, by OS, 2010-2016
- Fig. 10: Africa and Middle East, smartphone sales, by OS, 2010-2016
Pricing segmentation of the smartphone market
- Global, smartphone sales forecast split by various price points, 2010-2016
Up, up and away! "Super" smartphones emerging as a key market segment
- Fig. 1: Smartphone segment definitions: technology & hardware
- Fig. 2: Smartphone segment definitions: features
- Fig. 3: Smartphone segment definitions: core applications
- Fig. 4: Smartphone segment definitions: addressable market
- Fig. 5: Global, smartphone volume sales, by segment, 2010-2016
Smartphone users to exceed the one billion barrier in 2013 and reach two billion three years later
- Fig. 1: Global, smartphone users, by region, 2010-2016
- Fig. 2: Global, smartphone users, by OS, 2010-2016
Current trends in mobile application store content
- Fig. 1: Application store content categories: Apple App Store, Android
Market and BlackBerry App World
- Fig. 2: Informa Telecoms & Media's normalized content categories
- Fig. 3: Application store content by Informa Telecoms & Media
classification: Apple App Store, Android Market and BlackBerry App World
- Fig. 4: Total mobile applications in store: Apple App Store, Android
Market and BlackBerry App World, 4Q09-2Q11
- Fig. 5: Android OS version history
- Fig. 6: Monthly net additions of apps: Apple App Store, Android Market,
BlackBerry App World, Jan-10 to Jun-11
- Fig: 7: Android Market, linear trend of monthly net addition of apps,
Jan-10 to Jun-11
- Fig. 8: Apple App Store, linear trend of monthly net addition of apps,
Jan-10 to Jun-11
- Fig. 9: BlackBerry App World, linear trend of monthly net addition of
apps, Jan-10 to Jun-11
- Fig. 10: Apple App Store, monthly percentage growth of total apps, Jan-10
to Jun-11
- Fig. 11: Monthly percentage growth of total apps: Apple App Store, Android
Market and BlackBerry App World, Jan-10 to Jun-11
- Fig. 12: Android Market, monthly percentage growth of total apps, Jan-10
to Jun-11
- Fig. 13: BlackBerry App World, monthly percentage growth of total apps,
Jan-10 to Jun-11
- Fig. 14: Apple App Store content mix over time, 4Q09-2Q11
- Fig. 15: Apple App Store content mix, 2Q11
- Fig. 16: Android Market content mix, 2Q11
- Fig. 17: Android Market content mix over time, 4Q09-2Q11
- Fig. 18: BlackBerry App World content mix over time, 4Q09-2Q11
- Fig. 19: BlackBerry App World content mix, 2Q11
- Fig. 20: Share of apps by category: Apple App Store, Android Market and
BlackBerry App World, 2Q11
為理解智慧型電話市場的定義與細分化
2012年02月01日
Global Information, Inc.開始代理銷售Informa Telecoms & Media所發行的報告書「Smartphones and Mobile Operating Systems: Creating segmentation for an increasingly complex market (智慧手機及行動OS:細分化複雜市場)」。
智慧型電話的定義
Informa Telecoms&Media的定義來說、所謂的智慧型電話意旨、具有先進的操作系統(OS)在以下3種功能中、最少須具備2種功能的行動電話。
此定義為、公開資源(比如Linux、Android、Symbian Foundation [SF])及、公開架構(Microsoft、Symbian等)的OS、或半開放/控制(Apple, BlackBerry等)的OS皆涵蓋在內。但是、行動業界中、這些所有的OS並未與、「先進的OS」分類之事項、Indorma充分的理解。
可使用公開API、對智慧型平台的定義相當的重要。
智慧型電話的OS、幾乎為公開架構、第三方・應用程式開發者也有可能連結OS API。
RIM/BlackBerry及Apple OS很明顯是個例外。這些OS提供智慧型電話多任務及運算功能、儘管雙方皆發表SDK、因為半公開的關係、區域・應用程式無法有效率的實行。
本報告書的合計值尚未包含、Samsung的Bada平台以及Qualcomm的BREW MP數值。
行動電話OS軟體的分類
Informa Telecoms&Media將行動電話分為專有、公開資源以及專利程式3種。並將、API、UI及指令在依照公開化的程度進行小分割。(下圖1、參考)
依據Android開發者的網站(2011年11月)、最常使用的Android平台為Gingerbread (V2.3.x)、佔Android設備的50.6%。緊接為、Froyo (V2.2) 的35.3%、 Honeycomb (V3.x.x) 僅有2.4%的佔有率。
ICS (V4.x.x)確實的獲得佔有率為止需要多少的時間、具有相當深的涵義。(下圖2、參考)
|