gaba internet going mobile
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8/6/2019 GABA Internet Going Mobile
http://slidepdf.com/reader/full/gaba-internet-going-mobile 1/9
Deutsche Telekom Group
Internet going mobileGABA Event
June 2008
8/6/2019 GABA Internet Going Mobile
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Page 1Page 1
Demand
FundingGap
“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 Advertising
Search AdvertisingMessaging
Mobile TV & VoD
In-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 ads
Mobile adverting is just one aspect
of a strongly growing market thathas attracted powerful players frommany industries
Pricing: from usage bound to flatrate to free / ad based
Increasing demand driven by lower
prices, more attractive services
Mobile Data revenues are a largerpart of mobile industry revenues
The large opportunity has createdan increasingly complex anddifficult-to-navigate marketplace
Successful launch of mobile dataproducts and services oftenrequires complicated partnerships
Huge market opportunity, many player, increasing market complexity
* source: StrategyAnalystics
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Page 2
Top Mobile Sites by Country
Russia China United States
Mobile 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 Netwk
marathonbet.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 Germany
Mobile 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 Searchwer-kennt-wen
.deSocial Netwk
peperonity.com Social Netwk bebo.com Social Netwk jappy.de Social Netwk
gallery.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 Infotainment
Source: 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 Use
Top 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 2007
1Q 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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Page 5
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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Page 6
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 Symbian
Q4 2007 Market Share
Source: Canalys, Wikipedia
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Page 7
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 mobileinternet
Number of mobile subscriberswho 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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Page 8
Contact
Daniel KellmereitDirector Strategy & Innovation
DETECON Inc.Deutsche Telekom Group128 Spear Street, 4th floorSan Francisco, CA 94105
Phone: +1 (415) 904-7979Mobile: +1 (650) 200.5115
e-Mail: daniel.kellmereit@detecon.com
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