Chetan Sharma, a long-time and well respected voice in mobile, has recently published a report which paints a global picture of what’s happening in mobile not just in relation to itself, but also in relation to other large-scale trends and appliances which seem normal to many of us. The big picture summary of this report paints an interesting picture not just for mobile and connected spaces, but how economic factors will play a part in mobile as an avenue for ministry:
The global mobile industry is the most vibrant and fastest growing industry. We expect the total revenue in the industry to touch approximately $1.5 Trillion in 2012 with mobile data representing 28% of the mix. Mobile data services revenue stood at 33%. Global Mobile Data revenues eclipsed $300 Billion for the first time in 2011. It is also the first year in which non-messaging data revenues will make up the majority of the overall global data revenues at 53%.
By the end of 2011, the global subscriptions exceeded 6 Billion. The first 1 billion took over 20 years and this last one took only 15 months. The primary growth drivers are India and China which are cumulatively adding 75M new subs every quarter. China became the first country to eclipse the 1 billion mark in March 2012. India is likely to arrive at the milestone by early 2013.
Smartphones are driving tremendous growth around the globe. Amongst the major markets, US leads with 69% sales. The global figure stands at approximately 32%. Some operators expect 90-95% of their device sales to be smartphones in 2012. In terms of the actual smartphone penetration, we expect the US market to eclipse the 50% mark in 2012.
China leads in the number of subs but US dominates in both total and data revenue. A number of emerging nations are now in top 10 – Brazil, India, Russia, Indonesia, Pakistan, Mexico while once dominant – Korea, UK, Italy, Germany have dropped off or slipped in rankings.
A few of the facts highlighted in this report include
Total Global Subscriptions to exceed 7 Billion in early 2013
– China exceeds 1 Billion, India 950 Million. Subscriber growth is in Asia, Revenue growth is in Asia+North America
China and India represent 27% of subscriptions but only 12% of the global service revenues
– US represents only 6% of the subscriptions but 21% of the global service revenues, 26% of the data revenues, and 27% of the global CAPEX
Mobile Devices are now exceeding traditional computers in unit sales + revenue
– 70% of the device sales in the US are now smartphones. Device Replacement cycle is shrinking
Samsung and Apple now account for 50% of the smartphone unit share and 90% of the profit share
– Difficult environment for other OEMs esp. when ZTE and Huawei are coming strong from the bottom. It will be difficult for pure play device OEMs to survive long-term
Tablets (iPads) has created a new computing paradigm that is having a significant impact on commerce, content consumption, and developer investments
– Apple will continue to dominate the segment and iOS will be the leading OS for the segment. Amazon, ZTE, Huawei, to chip away at the sub-$200 tier.
To read this report in detail, visit Chetan Sharma Consulting’s website, where there is a PDF downloadable version of this report complete with graphics and other source data useful for analyzing this data.
Once you have gone through it, does anything stick out for you? Does any of the data presented alter your plans or current activities in mobile?
Two Looks at the Context/Term ‘Advanced Mobile’
Friday, January 6th, 2012Tomi Ahonen’s Ranking of Most Advanced Mobile Markets (by Country)
Tomi Ahonen (by virtue of his consultancy) tends to have all kinds of information which offer some measure of contextual relevance towards understanding mobile perspectices and trends. One of those that tends to cause all kinds of neat conversation has to do with his ranking of countries towards how advanced they are. He’s done this tanking for a few years (within his publications) and now offers this ranking again. Its not the most perfect (see the methodology quoted after the numbers, but should offer clear enough reasoning why approaching mobile from a “let’s evangelize the whole world at once approach” isn’t the best strategy.
Here’s his ranking (reformatted in a cleaner table layout):
*Emphasis ours
Read the rest of Tomi’s 2011 Mobile Phone Index Ranking posting.
Flurry’s Analysis of the Installed Base of Users for iOS and Android Devices
One of the most popular (and heard) metrics for ascertaining the relevance of mobile is to take a look at sales and activations numbers. And certainly these do have some redeeming value when looking at the “right now” action that is happening with mobile. However, concentrating on sales and activations misses the most signifiant statistic – how many devices are being used right now? And if there is only a percentage of those total sales or activations being used, what others kinds of information does this installed base give us that might better allow us to see the actual use of mobile, and the opportunities which might lie for mobile/mobile ministry endeavors?
The largest take on installed base research that I’ve seen to date seems to be this work compiled and recently published by Flurry.
Flurry validates their research by using several data points, most of which are available publically, and then cross-linking that against their metrics gained from the 140,000 applications which utilize their analytics software/services. Here’s a snippet of their report:
Read the entire iOS/Android Installed Base report from Flurry
Takeaways/Conclusions
We titled this post Two Looks at the Context/Term ‘Advanced Mobile’ because the phrase finds itself often within conversations about mobile/mobile ministry. Being advanced is indeed one part functionality (Ahonen) and another part current/analyized use (Flurry). Aiming devices, services, and experiences to a mobile goal means that you have to keep in mind not just the trends (Ahonen) but also what’s happening that’s addressable. Aiming for smartphone users in the US makes sense because of the shape and prospects of the market. Using the same approach in Angola might not be a good bet. The context of what’s advanced mobility there or elsewhere has to seen in light of what’s actually happening.
Given the information above, shaping your mobile strategy for 2012 and beyond should be a good bit clearer.
Tags: Android, countries, Flurry, installed base, iOS, metrics, mobile in analytics, Mobile in Analytics/Marketing/Development, mobility, stats, tech, Tomi Ahonen
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