Google's Android and Mobile Linux Report 2008 - A Google-led Initiative to Reshape the Mobile Market Environment

Mobile Linux - Android

• 1.1. Changing Contexts within the Mobile Communications Business
  • Chart 1.1 Rate of Mobile Data Revenue Growth
• 1.2. Emerging Priorities within the Operator, Content and Handset Domains
• 1.3 Shifting Business Models

• 2.1 Android: The Next Pillar of Google' s Business Strategy?
• 2.2 The Open Handset Alliance and the Unveiling of Android
• 2.3 Android and Linux Standardisation
• 2.4 The Immediate Future
• 2.5 Focus of the Report

• 3.1 Origin of Linux
  • Figure 3.1 Structure of an Operating System
  • 3.1.1 Linux: The Free OS
• 3.2 The Initial Fight for Acceptance
  • 3.2.1 Adaptability of Linux
• 3.3 Availability of Linux
• 3.4 Linux: Open Source Code
  • 3.4.1 Formal Rules
  • 3.4.2 Informal Rules
• 3.5 Roots of Linux
• 3.6 Popularity of Linux and its users
  • 3.6.1 Where is Linux being used?
    • 3.6.1.1 Linux Applications
      • 3.6.1.1.1 Internet Servers
      • 3.6.1.1.2 Desktop
      • 3.6.1.1.3 Computation Server
      • 3.6.1.1.4 Mail / Groupware Servers
      • 3.6.1.1.5 Network Box
      • 3.6.1.1.6 PDA
      • 3.6.1.1.7 Smartphones
      • 3.6.1.1.8 The One Laptop per Child (OLPC) Scheme
        • Figure 3.2. The OLPC XO-1
        • 3.6.1.1.8.1 Linux-based OS selected for the OLPC XO
        • 3.6.1.1.8.2 Alternative $100 PC Projects
        • Figure 3.3. TU-40
        • Figure 3.4. Intel Classmate PC
• 3.7 Linux: the Issue of Platform Fragmentation
  • 3.7.1Debian-based Distributions
    • Table 3.1. Debian-based Linux Distributions
    • 3.7.1.1 Knoppix-based
      • Table 3.2. Knoppix-based Distributions
    • 3.7.1.2 Ubuntu-based
      • Table 3.3. Ubuntu-based Distributions
  • 3.7.2 Gentoo-based
    • Table 3.4. Gentoo-based Distributions
  • 3.7.3 RPM-based
    • 3.7.3.1 Fedora-based
      • Table 3.5. Fedora-based Distributions
    • 3.7.3.2 Red Hat Enterprise Linux-based
      • Table 3.6. Red Hat Enterprise-based Distros
    • 3.7.3.3 Other RPM-based
      • Table 3.7. Other RPM-based Distros
  • 3.7.4 Slackware-based
    • Table 3.8. Slackware-based Distros
    • 3.7.4.1 SLAX-Based
      • Table 3.9. SLAX-based Distros
  • 3.7.5 Other Uncategorised Distributions
    • Table 3.10. Other Uncategorised Distributions

• 4.1 The Increasing Popularity of Mobile Linux
  • 4.1.1 Mobile Linux Adoption in 2007
    • Chart 4.1. OS Embedded Smartphone Design Wins, Q3 2007
• 4.2 Barriers to Wider Mobile Linux Adoption
• 4.3 Mobile Linux Standardisation Initiatives
  • 4.3.1 The LiMo Foundation
  • 4.3.2 Linux Phone Standards (LiPS) Forum
    • Figure 4.1. LiPs Positioning among OS Consortia
  • 4.3.3 Mobile Linux Initiative
  • 4.3.4 Consumer Electronics Linux Forum (CELF)
  • 4.3.5 Android: Providing Greater Scope for Inter-Alliance Harmonisation
• 4.4 Mobile Linux SDKs
  • 4.4.1 Qtopia/Qtopia Phone Edition
    • Table 4.1. Qtopia Devices
    • Figure 4.2. The Qtopia Greenphone
  • 4.4.2 GPE
  • 4.4.3 Hildon/Maemo
    • Figure 4.3. Maemo Software Stack
  • 4.4.4 OpenMoko
    • Figure 4.4. Neo1973
  • 4.4.5. MontaVista
• 4.5 Android poised to pre-empt and take mobile Linux forward

• 5.1 Mobile Phone Usage
  • Chart 5.1 Global mobile subscriber growth 2007-2012
• 5.2. The Impetus for Mobile Phone Upgrades/ Replacement Cycles
  • Chart 5.2. 3G Reported Global Subscribers, July 2002-July 2007
• 5.3. Adoption of New Technologies
• 5.4. Increased Mobile Data Usage
  • Chart 5.3. Global Mobile Data Revenue Growth 2007-2012
  • 5.4.1 Increase in Mass-Market Devices
    • Chart 5.4. 3G Handset Penetration, Western Europe
    • Chart 5.5. Smartphone shipments as a percentage of total handset shipments
  • 5.4.2 Growth of 3G services (pre-2006)
  • 5.4.3 Evolving Business Models spur Anticipated Adoption
    • Chart 5.6. Growth in UK Mobile Internet Users, May 2006-October 2007
  • 5.4.4 Barriers to Greater Mobile Web-enabled Service Adoption
    • Chart 5.7. Handset OS Market Share, January-November 2007
• 5.5. A Changing Equipment Market
• 5.6. Handset Markets by Device Operating System.

• 6.1 Handset Architecture
  • 6.1.1 Layers and Functions of Mobile Device
    • Figure 6.1. Operating Systems Architecture for Handsets
• 6.2 Types of Mobile Handsets
  • 6.2.1 Low End Handsets
  • 6.2.2 VAS and Multimedia Handsets
  • 6.2.3 Smartphones
  • 6.2.4 Wireless PDA
    • Table 6.1 Comparison between Main Device Types
• 6.3 The Mobile Device Software
  • Figure 6.2 Positioning and relative market size of handset OS
  • 6.3.1 The OS Options
    • 6.3.1.1 Proprietary OS for Mobile Devices
      • 6.3.1.1.1 Examples of Proprietary OS for Mobile Devices
        • 6.3.1.1.1.1 GEOS
        • 6.3.1.1.1.2 Research in Motion (RIM) OS
    • 6.3.1.2 The Problems with the Proprietary OS
    • 6.3.1.3 User Interface
  • 6.3.2. User Interface (UI)
  • 6.3.3 Open OS for the Mobile Devices
    • 6.3.3.1 Symbian
      • 6.3.3.1.1 Symbian OS Versions 9.2
      • 6.3.3.1.2 The Symbian Strategy Going Forward
      • 6.3.3.1.3. Symbian' s Competitive Advantage
      • 6.3.3.1.4. Symbian: Consortium Members
        • Figure 6.3. Symbian Ownership Structure
      • 6.3.3.1.5 Symbian and its Licensees
        • Figure 6.4. Symbian Licensing Partners
      • 6.3.3.1.6 Challenges facing Symbian
    • 6.3.3.2 Palm OS
      • 6.3.3.2.1. Palm' s Competitive Advantage
      • 6.3.3.2.2. Keeping Up With Competition
    • 6.3.3.3 Microsoft Windows Mobile
      • 6.3.3.3.1 New Software Releases
      • 6.3.3.3.2 Microsoft Customises
      • 6.3.3.3.3 Criticism of the Microsoft OS
      • 6.3.3.3.4 Competitive Advantage
      • 6.3.3.3.5 Challenges facing Microsoft
      • 6.3.3.3.6 Motorola Embraces Microsoft
    • 6.3.3.4 Apple OS X: Optimised for the iPhone
• 6.4. The Mobile OS Competitive Landscape
  • 6.4.1 Symbian Market Leadership
  • 6.4.2 Microsoft: PC Business Dominance Replication Unwanted

• 7.1 The Google Motivation for Entry into the Mobile Business
  • 7.1.1 The Quest to Expand its Proven Business Models
  • 7.1.2 Eradicating Perceived Barriers
• 7.2 The 2005 Acquisition of Android by Google
• 7.3 The Open Handset Alliance: the Formal Android Project
  • 7.3.1 An Open Initiative: Emphasising Inclusion over Exclusion
  • 7.3.2 Overcoming OS Market and Platform Fragmentation
  • 7.3.3 Targeting the Mass Market
  • 7.3.4 Bringing Key Players on Board
  • 7.3.5 Competing against Symbian and Windows
    • Chart 7.1. OS Market Share for all Devices 2007
    • Chart 7.2. Handset Market Share, Q3 2007
    • Chart 7.3. Smartphone Share of All Handset Shipments, 2004-2012
  • 7.3.6. OHA-aligned Handset Manufacturers
    • Chart 7.4. Global Handset Market Share Q3 2007
    • 7.3.6.1 HTC
      • Figure 7.1. HTC Touch Dual
    • 7.3.6.2 Motorola
    • 7.3.6.3 Samsung
      • Chart 7.4. Global Handset Market Share Q3 2007
    • 7.3.6.4. LG Mobile

• 8.1. Android Open Source Architecture
  • 8.1.1 Breakdown of Architecture
    • Figure 8.1. The Android Software Stack
• 8.2. Components
  • 8.2.1 Linux Kernel
  • 8.2.2 Application Framework
  • 8.2.3 Libraries (C/C++ libraries)
  • 8.2.4 Android Runtime: The Dalvik Virtual Machine
• 8.3 More on Android' s Core Applications and the Potential Android Roadmap
  • 8.3.1 Integrated WebKit Browser
    • Figure 8.2. Nokia S60 Browser Architecture based on WebKit
  • 8.3.2 User Interface
    • Fig 8.3. Android GUI
    • 8.3.2.1 Insufficient Guidance for Android UI Development
    • 8.3.2.2 Graphics Rendering
      • Fig 8.4. Android Mapping GUI
      • Fig 8.5. Android Browser Home Page
      • Fig 8.6. Android Date Widget
      • Fig 8.7. Satellite Image on Android
  • 8.3.3 PacketVideo Multimedia Library
    • Table 8.1. PacketVideo Media Formats and Protocols
• 8.4 Open Standards versus Operator Lockdown
• 8.5 Security
  • 8.5.1 Android: Overcoming the Open-Source Security Risk?
• 8.6 Development
• 8.7 Conclusion: Android as a Platform and its Implementation

• 9.1 Google' s Core Business Model
• 9.2 Current Business Strategy
  • 9.2.1 An Effective Business Approach
    • Chart 9.1. Google Revenue Growth 2002-2007
    • Chart 9.2. Google Annual Rate of Revenue Growth
    • Chart 9.3. Google Quarterly Financials, 2007
    • Table 9.1. Google Revenue Sources
    • 9.2.1.1 Google' s Advantage in Web Search
    • 9.2.1.2 Google AdWords
    • 9.2.1.3 Google AdSense
    • 9.2.1.4 Web-based Mapping and Location Services
      • 9.2.1.4.1 Google Earth
      • 9.2.1.4.2 Google Maps
    • 9.2.1.5 YouTube
      • Chart 9.4 Growth in YouTube Page Views, 2006-2008
      • Figure 9.1 YouTube Web Page
    • 9.2.1.6 Google Checkout
    • 9.2.1.7 Acquisition of DoubleClick
      • 9.2.1.7.1 DoubleClick: Increased Market Leverage for Google
    • 9.2.1.8 Rich Web Applications from Google
      • 9.2.1.8.1 Gmail
      • 9.2.1.8.2 Google Docs
        • Fig 9.2. Google Docs Spreadsheets
• 9.3 Google Mobile Background
  • 9.3.2 Google and Participation in the US 700MHz Spectrum Auction
    • 9.3.2.1 Google Proposes Licence Conditions to the FCC
      • Fig. 9.3. Licensed Areas in the 700MHz Bands Up For Auction
  • 9.3.3 Google Mobile Internet and Image Search
    • Fig 9.4 Mobile Search Page
    • Fig 9.5 Google Image Search on the iPhone
    • 9.3.3.1 Google Mobile AdSense
    • 9.3.3.2 Mobile AdWords
  • 9.3.4 Google Maps on Mobile
    • Figure 9.6. Google Maps Mobile
    • 9.3.4.1 Google Maps versus GPS on Mobile Handsets
  • 9.3.5 YouTube Mobile
  • 9.3.6 Mobile Gmail
  • 9.3.7 Google Checkout Mobile
    • 9.3.7.1 GPay
      • Figure 9.7. GPay Merchants Web Interface
      • Figure 9.8. GPay WAP Form
      • Figure 9.9. GPay SMS Notification
  • 9.3.8 Google Product Search for Mobile
  • 9.3.9. Investment in developing the .mobi domain
• 9.4 Android: Bringing down Barriers to Entry for Google services into Mobility
  • 9.4.1 Android: Furthering the Google Advertising Model into Mobile
  • 9.4.2 Android: Control over the Platform, Customisation and Downloadable Applications
  • 9.4.3 Android: A Mobile Platform for Google Desktop Rich Web Applications

• 10.1 Potential Conflicts within the OHA
  • 10.1.1 eBay/PayPal versus Google Checkout/GPay
    • 10.1.1.1 Positioning as a Crucial Factor between eBay and Google
  • 10.1.2 Skype versus Google Talk
• 10.2 Smart Terminal versus Dumb Pipe
• 10.3 The Immediate Future