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Deutsche Telekom Group
Internet going mobileGABA Event
June 2008
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Demand
Funding Gap
“Usage” “All Flat” “For Free”
today 1-2 years >2 years
A number of players are trying to capture a piece of the mobile data opportunity, the complexity of the ecosystem is increasing
1.5
2007
4.2
2008
7.6
2009
10.9
2010
14.5
2011
Web AdvertisingSearch AdvertisingMessagingMobile TV & VoDIn-Game / Apps
Trends & Developments in Mobile Data.Present Situation.
Carrier Challenge: Funding Gap Global Mobile Ad Spend ($B)* Many Players, Complex Landscape
Revenues (data services)
Main revenue drivers: web ads, search ads, Mobile TV / video adsMobile adverting is just one aspect of a strongly growing market that has attracted powerful players from many industries
Pricing: from usage bound to flat rate to free / ad basedIncreasing demand driven by lower prices, more attractive servicesMobile Data revenues are a larger part of mobile industry revenues
The large opportunity has created an increasingly complex and difficult-to-navigate marketplaceSuccessful launch of mobile data products and services often requires complicated partnerships
Huge market opportunity, many player, increasing market complexity
* source: StrategyAnalystics
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Top Mobile Sites by Country
Russia China United StatesMobile Site Type of Site Mobile Site Type of Site Mobile Site Type of Site
vkontakte.ru Social Netwk sina.com.cn Infotainment myspace.com Social Netwk
win.mail.ru Email baidu.com Search google.com Search
google.com Search google.cn Search mocospace.com Social Netwk
rambler.ru Search ko.cn Social Netwk yahoo.com Search
yandex.ru Search news.sohu.com Infotainment facebook.com Social Netwk
dreamwar.ru Games xiaonei.com Social Netwk live.com Search
mamba.ru Social Netwk 3g.cn Infotainment hi5.com Social Netwkmarathonbet
.com Gambling paojiao.com Downloads wikipedia.org Infotainment
dimonvideo.ru Downloads 188bet.com Gambling itsmy.com Downloads
wmod.ru Games feiku.com Infotainment ebay.com E-Commerce
40% of Russian mobile web traffic goes to infotainment or leisure sites, while 55% of China traffic is search or portals and 63% of US traffic goes to social networks.
List of Top Mobile Sites based on Opera Browser Use
Source: Opera
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India United Kingdom GermanyMobile Site Type of Site Mobile Site Type of Site Mobile Site Type of Site
orkut.com Social Netwk facebook.com Social Netwk google.de Search
google.com Search google.co.uk Search studivz.net Social Netwk
in.m.yahoo.com Search live.com Search wer-kennt-wen.de Social Netwk
peperonity.com Social Netwk bebo.com Social Netwk jappy.de Social Netwkgallery.mobile9
.com Downloads mocospace.com Social Netwk schuelervz.net Social Netwk
mocospace.com Social Netwk news.bbc.co.uk Infotainment m.web.de Email
160by2.com Messaging uk.yahoo.com Search mobile.spiegel.de Infotainment
mobango.com Downloads itsmy.com Downloads m.gmx.de Infotainment
itsmy.com Downloads faceparty.com Social Netwk lokalisten.de Social Netwk
indianrail.gov.in Gov’t Service ebay.co.uk E-Commerce wap.sport1.de InfotainmentSource: Opera
49% of Indian mobile web traffic goes to social networks. The UK leads the world with 11% of traffic going to web email, while 28% of German traffic is infotainment.
List of Top Mobile Sites based on Opera Browser UseTop Mobile Sites by Country
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Worldwide Handset Sales
259.0
91.1
32.147.7
15.221.8
294.3
115.5
42.429.923.522.1
0
50
100
150
200
250
300
350
Motorola Samsung Nokia Total
1Q 20071Q 2008
+1%
+14%
+27%
+32%-37%+55%
Sony Ericsson LG
Overall worldwide handset sales saw strong growth from 2007 to 2008. This growth was not even across handset manufacturers.
Q1 Handset Sales by OEM
Source: IDC, Gartner
Worldwide Handset Sales
* Handset sales in millions
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US Smartphone Market Share
28%Other
23%Palm
49%RIM
18% 8%5%
35%
Other Motorola
Samsung
RIM 27%Apple
8% Palm
12%
9%
45%
OtherMotorola
3% Samsung
RIM
19%
Apple
13% Palm
Market Share – 4Q07 Market Share – 1Q08
Share – 1Q07
The first quarter of 2008 saw RIM, Palm and Samsung rebound in US smartphone sales, while Apple and Motorola lost ground. This is still a long ways from 2007.
Smartphone Sales
Source: IDC / CNN Money.
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Worldwide Smartphone OS Market Share
5%
7%
65%
Symbian
12%
Windows Mobile
11%RIM BlackBerry
iPhone OS
Linux
Market Share – 4Q2007
The smartphone OS market in 2007 was dominated by SymbianQ4 2007 Market Share
Source: Canalys, Wikipedia
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Mobile Social Network Use by Country
Mobile users in some countries are now regularly accessing social networks via their mobile phone, however usage varies by country.
Comparison of Social Network Use from 4Q07-1Q08
Source: Nielsen
Country% of subscribers accessing
social networks over the mobile internet
Number of mobile subscribers who access social networks
per month
United States 1.6% 4,079,000
United Kingdom 1.7% 812,000
Italy 0.6% 293,000
Spain 0.8% 291,000
France 0.6% 255,000
Germany 0.2% 141,000
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Contact
Daniel KellmereitDirector Strategy & Innovation
DETECON Inc. Deutsche Telekom Group
128 Spear Street, 4th floorSan Francisco, CA 94105
Phone: +1 (415) 904-7979Mobile: +1 (650) 200.5115
e-Mail: [email protected]