A Pragma(c View into the Advanced OS Marketplace Andy Castonguay, Director. Copyright Yankee Group Research, Inc. All rights reserved.

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1 A Pragma(c View into the Advanced OS Marketplace Andy Castonguay, Director Copyright Yankee Group Research, Inc. All rights reserved. Page 1

2 Smartphone OS Ecosystems Redefine Success Smartphones and mobile data are changing the core fundamentals of device design and the mobile business Health of smartphone OS ecosystems will determine success of devices among operators and consumers Smartphone ecosystem dynamics starkng to be replicated in the feature phone and mid- Ker devices ApplicaKon store quality, volume, developer community strength and user behavior define large part of success for next 2-3 years, then other considerakons take hold Copyright Yankee Group Research, Inc. All rights reserved. Page 2

3 Device CompeKKon Used to Revolve Around Hardware Connectivity 3G HSPA/HSPA+ CDMA EV-DO Rev. A/B WiMAX LTE Processor Device 2G Phones Qualcomm MSM7201A 528 MHz 3/4G Smartphones ARM1176JZF 620MHz MIDs Qualcomm Snapdragon 1.5 GHz Netbooks Laptops Nexus S Palm Pre N8 Apple iphone Blackberry Bold Torch Processor, Screen Quality and Memory Tech Advancing Most Quickly Copyright Yankee Group Research, Inc. All rights reserved. Page 3

4 ApplicaKons Key Factor in Apple & Android Growth and BlackBerry Loss of Mindshare What type of smartphone do you expect to buy? 40% 35% 34% 34% 34% 34% Percent of Relevant Respondents 30% 25% 20% 15% 10% 5% 0% 30% 28% 24% 10% 3% (n=394) 26% 21% 1 3% (n=301) 28% 25% 7% 1% (n=212) 31% 2 7% (n=806) 29% 23% 8% (n=1904) 30% 29% 23% 11% (n=1576) 28% 24% 24% 13% 3% (n=999) 31% 23% 19% 16% (n=459) 27% 2 21% 15% 6% 1% 65+ (n=188) Apple Android-based phone BlackBerry Palm Nokia Windows Mobile-based phone Age of Respondents Base: People who said they are very likely to likely to buy a smartphone Core question, asked in each wave Source: Yankee Group Anywhere Consumer: 2010 U.S. Survey Suite Copyright Yankee Group Research, Inc. All rights reserved. Page 4

5 Broader Device Fight Increasingly Shaped by OS Community Health Catalog Momentum OS Evolu(on Compa(bility Interna(onal Vision of Developer Community Smartphone PorLolio CE Device PorLolio Poten(al Developer Interest Google Android Apple ios RIM Blackberry Windows Phone 7 Nokia Ovi Strong Strong Limited Limited Limited Average Best Poor Poor Average/Poor Good Good/Low Good Low High Extremely Diverse Highest Singular Diverse Diverse Extremely Diverse Solid within Own Universe OS6 Low QNX - High Good Limited High Highest Low Lowest Low Copyright Yankee Group Research, Inc. All rights reserved. Page 5

6 2011 Year of Growth for Mid- Ker Devices Android and BrewMP leading way in $ ASP Range OS Pla'orm Key Operator Rela1ons AT&T, America Moviles, Telefonica, Bell, China Unicom, Verizon Broad Operator Support Key OEM Rela1onships SWOT Samsung, LG, Pantech, HTC, INQ, ZTE S Growing Opco Base W App Catalog O Strong Mid- Tier Growth T Developer Focus, Android, S40 HTC, Huawei, ZTE, Samsung, LG S App Community W Performance, FragmentaKon O Strong Mid- Tier Growth T Brew MP, S40 Copyright Yankee Group Research, Inc. All rights reserved. Page 6

7 Next Waves of OS Eco- Mindedness Commerce NFC, Coupons, Mobile Shopping Media Hub for Consumer Electronics - Remote Control & Content Share Device to Device CommunicaKons Control, Share, OpKmize/Aggregate Web ConnecKvity Smartphone Security Fingerprint & Face recognikon Copyright Yankee Group Research, Inc. All rights reserved. Page 7

8 Read analyst blogs at blogs.yankeegroup.com Watch analyst videos at youtube.com/yankeegroup Fan Yankee Group at facebook.com/yankeegroup Follow us on Thank You Andy Castonguay Director Copyright Yankee Group Research, Inc. All rights reserved. Page 8