a story about giants, tactics and what’s next

dev:mobile 2014Conny Svensson c.svensson@cgi.com, @connysvensson

A story about giants, tactics and what’s next

- The Giants- The Tactics- The Outcome- What Lies Ahead

Chapter I

- The Giants

https://www.worldpayzinc.com/tech-wealth/

How do they perceive themselves? !

Imagine, we can do everything!

How do they make their money? !

Selling hardware

≈85%

Samsung de-Googlefied

“Samsung's business strategy detailed: Copy, counter-sue, and delay” — Vanity Fair, June 2014

How do they perceive themselves? !

Devices and Services company

How do they make their money? !

Selling software

≈85%

“A company that feels it has reached its goal will quickly stagnate and lose its vitality.” — Ingvar Kamprad, Founder of IKEA

Microsoft’s share of the personal computing market

Ballmer’s legacy

Microsoft's new strategy

From Software to Devices and Services

From Divisional to Functional

“Mobile first, cloud first” — Satya Nadella, CEO of Microsoft

How do they perceive themselves? !

The intersection of technology and liberal arts

How do they make their money? !

Selling hardware

≈90%

“Our goal isn’t to make money. Our goal absolutely at Apple is not to make money. It may sound a little flippant, but it’s the truth.” — Jonathan Ive, SVP Design at Apple

Trouble in paradise?

Apple board “concerned” over speed of innovation under Tim Cook

How do they perceive themselves? !

Research lab for mankind

How do they make their money? !

Selling ads

>90%

“If you're changing the world, you're working on important things. You're excited to get up in the morning.” — Larry Page, CEO at Google

!

Flatten !

Expand !

Mine

“Mobile is dead” — Matias Duarte, Head of design Android

“Phones would be better if we didn’t have to carry them around.” — Astro Teller, Head of Google X

Chapter II

- The Tactics

Advertisement

Terminal Samsung Galaxy S5 Heathrow’s Terminal 5 gets a name change

Patents

“I’m going to destroy Android, because it’s a stolen product. I’m willing to go thermonuclear war on this.” — Steve Jobs, Founder and former CEO at Apple

“Apple and Google have agreed to dismiss all the current lawsuits that exist directly between the two companies. Apple and Google have also agreed to work together in some areas of patent reform.” — Wall Street Journal, May 16 2014

Acquisitions

Google bought Motorola for $12.5B, sold it for $2.9B, and called the deal “a success” — Forbes

Google buys Nest for 3.2 billion dollars. Nest CEO is Tony Fadell, the father of the iPod.

Microsoft buys Nokia for 7.2 billion dollars. They now compete with their partners.

Apple is rumored to buy beats for 3.2 billion dollars. Dr Dre and Jimmy Lovine included.

Headquarters

Services & Platforms

2000

2008

2016

2024

Distribution of profit by era

Chapter III

- The Outcome

Marketshare

Phone vendor shipments worldwide

0

10

20

30

40

10Q1 10Q2 10Q3 10Q4 11Q1 11Q2 11Q3 11Q4 12Q1 12Q2 12Q3 12Q4 13Q1 13Q2 13Q3

Samsung Nokia Apple ZTE LG Sony

Smartphone OS shipments worldwide

0

22,5

45

67,5

90

2007 2008 2009 10Q110Q210Q310Q411Q111Q211Q311Q412Q112Q212Q312Q413Q113Q213Q3

Android iOS Microsoft Blackberry Bada Symbian

Mobile web browsing worldwide

0

12,5

25

37,5

50

aug-12 sep-12 okt-12 nov-12 dec-12 jan-13 feb-13 mar-13 apr-13 maj-13 jun-13 jul-13 aug-13 sep-13 okt-13 nov-13 dec-13 jan-14 feb-14 mar-14 apr-14 maj-14

Android iOS Series 40 Symbian Bada BlackBerry Windows Phone

Mobile web browsing Sweden

0

20

40

60

80

aug-12 sep-12 okt-12 nov-12 dec-12 jan-13 feb-13 mar-13 apr-13 maj-13 jun-13 jul-13 aug-13 sep-13 okt-13 nov-13 dec-13 jan-14 feb-14 mar-14 apr-14 maj-14

iOS Android Windows Phone Symbian Series 40 BlackBerry Bada

Profits

Revenue and profits FY2013

0

75000

150000

225000

300000

Apple Samsung Microsoft Google Amazon eBay Yahoo Facebook Twitter

−6451 5004802 856745

12 21421 86328 57637 037

6667 8724 68016 047

74 45259 825

77 849

214 968

170 910

Revenue Profit in million USD

Profits Q1 2014 phone vendors

0

2500

5000

7500

10000

Apple Samsung Sony LG HTC Blackberry Motorola Nokia

−425−196−156−68−8−3

6 070

9 644

Profit in million USD

Brand

Global 500 2014 - Most valuable brands

J.D. Power 2013 Smartphone Satisfaction Study

Developers

“Developers, developers, developers” — Steve Ballmer, Former CEO of Microsoft

Chapter IV

- What lies ahead

Motorola’s Moto 360 based on Android Wear

What do these people plan to do?• Michael O’Reilly — Chief medical officer, Masimo • Marcelo Lamego — Chief technology officer, Cercacor • Ravi Narasimhan — Vice president of biosensor technology, Vital Connect • Nima Ferdosi — Embedded sensors expert • Nancy Dougherty — Wearable sensors expert, Sano Intelligence • Todd Whitehurst — VP of a glucose monitoring product, Senseonics Inc, • Divya Nag — Founder of StartX Med and Stem Cell Theranostics • Dr. Roy J.E.M. Raymann — Dutch Society for Sleep-Wake Research • Paul Deneve — CEO, French fashion label Saint Laurent • Angela Ahrendts — CEO, British fashion label Burberry

“The singularity is near” — Ray Kurzweil, Director of Engineering Google

Within a quarter century, nonbiological intelligence will match the range and subtlety of human intelligence. It will then soar past it because of the continuing acceleration of information-based technologies, as well as the ability of machines to instantly share their knowledge.

1 million neurons and billions of synaptic connections

Google’s robot army• Schaft Inc. • Industrial Perception, Inc • Redwood Robotics • Meka Robotics • Holomini • Bot & Dolly • Boston Dynamics • DeepMind Technologies • DNNresearch

Russian armed automatic robot guard

Cuba, Pakistan, Egypt, Ecuador, and the Vatican backed a lethal autonomous weapons ban at the UN; the other 82 countries wasn't sure.

Thanks!

“The future's not set. There's no fate but what we make for ourselves” — John Connor, Terminator