Connected Devices

Table of Contents

1. Executive Summary

• 1.1. The Rise of Connected Devices
• 1.2. A Strategic positioning for players eager to conquer new ground
• 1.3. Mobile Operators are progressively entering the Connected Devices market

2. Connected Devices Market

• 2.1. Which Features?
• 2.2. What kind of usage per devices?
• 2.3. Possible competition between devices
• 2.4. Which Market?

3. Definition and Segmentation of Connected Devices

• 3.1. Netbook
  • 3.1.1. Software Platform
  • 3.1.2. Hardware Components
  • 3.1.3. Market
  • 3.1.4. Netbook Providers
  • 3.1.5. Drivers of the netbook market
  • 3.1.6. Summary
• 3.2. Mobile Internet Devices
• 3.3. Software Platform
• 3.4. Hardware Components
• 3.5. Market
  • 3.5.1. MID Providers
  • 3.5.2. Drivers of the MID market
  • 3.5.3. Summary
• 3.6. Electronic readers
  • 3.6.1. Reader Components
  • 3.6.2. Market
  • 3.6.3. E-Reader Providers
  • 3.6.4. Summary

4. Building Blocks

• 4.1. Hardware
  • 4.1.1. Chipset architecture: Intel vs ARM
  • 4.1.2. Hardware manufacturers
• 4.2. Software
  • 4.2.1. Segmentation of Software solutions
  • 4.2.2. Major Players strategies

5. Market Drivers

• 5.1. Q1 marks a severe downturn in the handset market
• 5.2. Smartphones are driving growth
• 5.3. The convergence of smartphones and laptops
• 5.4. The development of the Mobile Broadband Market
• 5.5. Some Barriers remain

6. Operators Initiatives and Strategy

• 6.1. Mobile Operators are progressively getting involved in the Connected Devices market
• 6.2. More Netbooks are being distributed by operators
• 6.3. Subsidization of Connected Devices
• 6.4. Connected Devices Data Plans Features
• 6.5. Connected Devices Content
• 6.6. Case Studies
  • 6.6.1. AT&T
  • 6.6.2. SFR.
  • 6.6.3. Telecom Italia
  • 6.6.4. 3 Hong Kong

7. Technology Evolution and Trends

• 7.1. Device Evolution
  • 7.1.1. Electronic Reader Evolution
  • 7.1.2. Netbook/MID Evolution
• 7.2. The emergence of Cloud Computing Services
  • 7.2.1. Definition
  • 7.2.2. Providers Strategy
  • 7.2.3. Mobile Operators strategy in the Mobile Cloud
  • 7.2.4. Which Evolution to Cloud Computing?

8. Synthesis

9. Appendix - Benchmark of Mobile Operators Offers for Connected Devices

Tables & figures

• Table 1: Mobile Devices Marketing Features Comparison
• Table 2: Connected Devices Usage
• Table 3: Mobile Device Features Comparison
• Table 4: Connected Devices Usage
• Table 5: Comparison of Mobile Device Marketing Features
• Table 6: Example of Netbooks
• Table 7: Software Platforms by netbooks
• Table 8: Netbook Sales in 2008
• Table 9: Top 10 Netbooks on PriceGrabber.com
• Table 10: Advantages and drawbacks of Netbooks
• Table 11: Commercial Netbooks Available
• Table 12: Mobile Internet Devices Products
• Table 13: Advantages and drawbacks of MIDs
• Table 14: Commercial MID available
• Table 15: Available Electronic Readers
• Table 16: Advantages and drawbacks of E-readers
• Table 17: Availability of E-readers
• Table 18: ARM processors licensees
• Table 19: Some Partnerships between chipset manufacturer and handset providers
• Table 20: Main Operators providing Connected Devices Offers (1Q09)
• Table 21: Data Plans Features
• Table 22: Data Plans Features
• Table 23: Price comparison between traditional retailers channel and operator channel without subsidy
• Table 24: Connected Devices Features Proposed by SFR
• Table 25: Data Plans proposed with Netbooks and MIDs
• Table 26: Connected Devices proposed by Telecom Italia
• Table 27: Telecom Italia Data Plans proposed with Netbooks and MIDs
• Table 28: Connected Devices proposed by 3 HK
• Table 29: 3HK Data Plans proposed with Netbooks and MIDs
• Table 30: E paper Roadmap

• Figure 1: Mobile Phones and Connected Devices Shipments Forecast
• Figure 2: Netbook Key Market Data, worldwide
• Figure 3: Operators Netbook Associated Pricind and Allowance in Europe
• Figure 4: Comparison of Connected Devices Features
• Figure 5: Connected Devices Environment Usage
• Figure 6: Connected Devices Market, worldwide
• Figure 7: Geographical Segmentation of Connected Devices Market
• Figure 8: Netbook Key Market Data, worldwide
• Figure 9: Netbook Growth as % of total Laptop Category
• Figure 10: Age Distribution of US Adults who won a Netbook
• Figure 11: Age Netbook Features Evolution, 2008-2010
• Figure 12: MID market Key features, worldwide
• Figure 13: Edition Market by Country, 2007
• Figure 14: Kindle Sales, worldwide
• Figure 15: Electronic Readers Market Value, worldwide
• Figure 16: E-Reader Product
• Figure 17: Complementarity between ereader and phone tested by KDDI
• Figure 18: Intel vs ARM MID positioning
• Figure 19: ST-Ericsson Platform Roadmap for Handsets and Connected Devices
• Figure 20: AMD Platform Roadmap for Desktop, Notebook and Mini Notebooks
• Figure 21: Intel Moblin Platform for MIDs and Netbooks
• Figure 22: JoliCloud Solution User Interface
• Figure 23: Cloud OS Solution User Interface
• Figure 24: Handset Shipments per Quarter*, worldwide
• Figure 25: Smartphone Sales Evolution, worldwide
• Figure 26: Smartphone OS Market Share Evolution
• Figure 27: Smartphone adoption drives much more data plan and mobile Internet usage
• Figure 28: Smartphone vs Laptop Sales, worldwide
• Figure 29: Evolution of WWAN Modules Integration in Notebooks and Netbooks
• Figure 30: Operators Netbook Associated Pricind and Allowance in Europe
• Figure 31: Devices and Pricing Offers from AT&T
• Figure 32: Future Netbook EeePC T91 from Asus
• Figure 33: TechCrunch Internet Tablet
• Figure 34: Cloud Computing Model
• Figure 35: CloudClone Architecture