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The global smartphone market

Eli Aleyner – Sr. Product Manager

Ñ  Why smartphones matter? Ñ  What platform matter? Ñ  Why HTML5 matters for Mobile app

development?

Ñ  Interesting stats to impress your mom.

Agenda

1.2 million

Smartphones shipped worldwide daily

62% Of new post-paid subscribers in Canada get a smartphone

33% Of Canadians own a smartphone

41% 40% 38% 33% 32% 31% 28%

Smartphones as percentage of all mobile phones

Source: ComScore – March 2011

ñ10% Year-over-year increase in percentage of Canadians owning a smartphone

Why does it matter?

78%

31%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90%

Fixed broadband subscriptions

Mobile broadband subscriptions

Canada: Fixed broadband vs. Mobile broadband

Sources: CRTC data collection, OECD, Bank of America Merrill Lynch

122315.6 139287.9

172376.1

296646.6

2007 2008 2009 2010

Units shipped (in 1000s)

Global: 72% YoY growth in smartphone units shipped 2009/2010

Sources: Gartier

Global smartphone distribution (Q1 2011 Shipments)

What platform has the largest number of active devices globally?

This is great… But what platform is shipping more devices?

0% 5%

10% 15% 20% 25% 30% 35% 40% 45% 50%

2010 Q1

2010 Q2

2010 Q3

2010 Q4

2011 Q1

2011 Q2

Android

iOS

Blackberry

Win-OS

Symbian

Worldwide smartphone market-share

Sources: Gartner

13%

40%

19%

7% 4%

32%

32% 28%

28%

10% 13%

55%

7%

30%

66% 68%

5% 8%

5% 9% 10% 12% 5%

Other

WinOS

Symbian

iOS

Android

Blackberry

Beware: Statistics Lie

Sources: ComScore Mobilense 2010

iPhone 4S in perspective

October 10: iPhone 4S tops 1 million pre-orders in first 24hrs of sales

Platform 2011 Q4 avg units sold per 24hrs.

Android 510,746

Symbian 262,123

iOS 215,701

Blackberry 139,036

Bada 22,591

WinPhone7 18,943

Sources: Gartner

This is great… But how does this affect things?

Ñ  Customers are confused what platform to build for

Ñ  Fast-rate of change scares many customers Ñ  Customers try to hedge bets with HTML5

apps

Market fragmentation is bad

Ñ  Not cross-platform Ñ  Benefits in flexibility Ñ  HTML5 app performance not on par with native Ñ  Hybrid HTML5 – Native apps viable choice for

many customers Ñ  XtremeLabs customer recommendation (for

cost conscious customers) Ó  1 platform = Native application is cheaper Ó  2 platforms = Native applications are cheaper Ó  3 platforms = HTML5 application is cheaper

HTML5 The good the bad and …

1.  Smartphones will shortly be the majority of mobile phones in Canada and the world

2.  Things change… quickly! 3.  Things change even faster in mobile 4.  Multi-platform technologies both a

challenge & opportunity

Conclusions

Ñ  Questions?

Thank you!

Appendix

65%

49%

41% 35% 33% 30% 27% 25% 23% 21% 21% 20% 19% 18%

13% 13% 12% 11% 10% 9%

Mobile Behavior in Canada

Source: ComScore – March 2011

$411 $400 $384 $359 $340

$216 $235 $254 $267 $283

$-

$100

$200

$300

$400

$500

2006 2007 2008 2009 2010

Fixed Mobile

Global: Revenue from internet service

Sources: IDATE