Wednesday, December 23, 2009

Morgan Stanley >The Mobile Internet Report

December 2009

Our global technology and telecom analysts set out to do a deep dive into the rapidly changing mobile Internet market. We wanted to create a data-rich, theme-based framework for thinking about how the market may develop. We intend to expand and edit the framework as the market evolves. A lot has changed since we published “The Internet Report” in 1995 on the web.



We decided to create The Mobile Internet Report largely in PowerPoint and publish it on the web, expecting that bits and pieces of it will be cut / pasted / redistributed and debated / dismissed / lauded. Our goal is to get our thoughts and data into the conversation about what may be the biggest technology trend ever, one that may help make us all more informed in ways that are unique to the web circa 2009, and beyond.

We present our thoughts in three ways:

1) “The Mobile Internet Report Setup”– a 92-slide presentation that excerpts highlights of the key themes from the report (This presentation is also available in Simplified Chinese)

2) The Mobile Internet Report Key Themes” – a 659-slide presentation that drills down on thoughts covered in “The Mobile Internet Report” [Not Available > Wrong Link > 12-23-09]

3) “The Mobile Internet Report” – a 424 page report which explores 8 major themes in depth and includes the two aforementioned slide presentations + related overview text

Also Available By Individual Themes > 

Overview / Mobile Internet Report Setup

Key Theme 1: Wealth Creation / Destruction Material in New Computing Cycles

Key Theme 2: Mobile Ramping Faster than Desktop Internet Did and Will Be Bigger Than Most Think

Key Theme 3: Apple Leading in Mobile Innovation + Impact, for Now

Key Theme 4: Game-Changing Communications / Commerce Platforms (Social Networking + Mobile) Emerging Very Rapidly

Key Theme 5: Growth / Monetization Roadmaps from Japan + Desktop Internet

Key Theme 6: Massive Data Growth Driving Carrier / Equipment Transitions

Key Theme 7: Compelling Opportunities in Emerging Markets

Key Theme 8: Regulators Can Help Advance / Slow Mobile Internet Evolution

[http://www.morganstanley.com/institutional/techresearch/mobile_internet_report_theme.html]

Our key takeaways are:

Material wealth creation / destruction should surpass earlier computing cycles. The mobile Internet cycle, the 5th cycle in 50 years, is just starting. Winners in each cycle often create more market capitalization than in the last. New winners emerge, some incumbents survive – or thrive – while many past winners falter.

The mobile Internet is ramping faster than desktop Internet did, and we believe more users may connect to the Internet via mobile devices than desktop PCs within 5 years.

Five IP-based products / services are growing / converging and providing the underpinnings for dramatic growth in mobile Internet usage – 3G adoption + social networking + video + VoIP + impressive mobile devices.

Apple + Facebook platforms serving to raise the bar for how users connect / communicate – their respective ramps in user and developer engagement may be unprecedented.

Decade-plus Internet usage / monetization ramps for mobile Internet in Japan plus desktop Internet in developed markets provide roadmaps for global ramp and monetization.

Massive mobile data growth is driving transitions for carriers and equipment providers.

Emerging markets have material potential for mobile Internet user growth. Low pnetration of fixed-line telephone and already vibrant mobile value-added services mean that for many EM users and SMEs, the Internet will be mobile.

Source

[http://www.morganstanley.com/institutional/techresearch/mobile_internet_report122009.html]

!!! Thanks To / Gary Price / ResourceShelf / For The HeadsUp !!!

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.