Personal Digital Assistant (PDA) Market Opportunities, Strategies, and Forecasts, 2004 to Personal Digital Assistant (PDA)

Transcription

1 Personal Digital Assistant (PDA) Market Opportunities, Strategies, and Forecasts, 2004 to 2009 Personal Digital Assistant (PDA) Picture by Susie Eustis MOUNTAINS OF OPPORTUNITY WinterGreen Research, Inc. Lexington, Massachusetts

2 CHECK OUT THESE KEY TOPICS PERSONAL DIGITAL ASSISTANT (PDA) MARKET SHARES PERSONAL DIGITAL ASSISTANT (PDA) MARKET FORECASTS PDA PRICING Computing In A Shirt Pocket PDA Educational Users Digital Home Working Group PDA OPERATING SYSTEMS OPEN STANDARDS PDA TECHNOLOGICAL POSITIONING VISION OF INDUSTRY APPLICATION IN CHINA FOR PDAS SYMBIAN JOINT VENTURE POCKET PCS PDA REGIONAL ANALYSIS PERSONAL DIGITAL ASSISTANT (PDA) AS HANDHELD COMPUTER ARM BASED PROCESSORS PDA OPEN PLATFORM INDUSTRY-WIDE SUPPORT OPPORTUNITY ABOUNDS OPPORTUNITY ABOUNDS WinterGreen Research, Inc. Lexington, Massachusetts

3 Personal Digital Assistant (PDA) Market Opportunities, Strategies, and Forecasts, 2004 to 2009 High-end personal digital assistant and organizer devices (PDA) systems are evolving as communicators. The ability to connect to the Internet with data capability is an essential aspect of 3G systems. The installed base of wireless handsets at 1.2 billion dwarfs the installed base of 31 million PDA systems. The economies of scale mean that PDA systems will be eclipsed by high-end wireless handsets. The wireless handset needs the functionality of a PDA to be able to be useful for communicating data. PDA systems without communication capability will continue to be flat and decline, despite lower prices. The high-end wireless handsets devices will get smarter as the PDA systems include wireless communication capability. The market for enterprise and consumer communicators and smartphones is highly competitive. Competition is expected to increase. Market participants need to be able to respond rapidly to emerging technologies. Resources for development, promotion, and sale of products are a significant issue. Markets for enterprise and consumer PDA devices at $1.77 billion in 2003 are expected to reach to $3 billion by As the PDA feature sets broaden, the combined PDA enterprise and consumer unit shipment markets grow to 17.3 million by 2009.

4 Companies Profiled Market Leaders Palm/Handspring Sony Hewlett Packard Legend Sharp Medion HiTech Wealth Microsoft Samsung Other Market Participants Palmsource Toshiba

5 Personal Digital Assistant (PDA) Market Strategies and Forecasts, REPORT METHODOLOGY THIS IS THE TWO-HUNDRED AND SECOND REPORT IN A SERIES OF MARKET RESEARCH REPORTS THAT PROVIDE FORECASTS IN COMMUNICATIONS, TELECOMMUNICATIONS, THE INTERNET, COMPUTER, SOFTWARE, AND TELEPHONE EQUIPMENT. THE PROJECT LEADERS TAKE DIRECT RESPONSIBILITY FOR WRITING AND PREPARING EACH REPORT. THEY HAVE SIGNIFICANT EXPERIENCE PREPARING INDUSTRY STUDIES. FORECASTS ARE BASED ON PRIMARY RESEARCH AND PROPRIETARY DATA BASES. FORECASTS REFLECT ANALYSIS OF THE MARKET TRENDS IN THE SEGMENT AND RELATED SEGMENTS. UNIT AND DOLLAR SHIPMENTS ARE ANALYZED THROUGH CONSIDERATION OF DOLLAR VOLUME OF EACH MARKET PARTICIPATION IN THE SEGMENT. INSTALLED BASE ANALYSIS AND UNIT ANALYSIS IS BASED ON INTERVIEWS AND AN INFORMATION SEARCH. MARKET SHARE ANALYSIS INCLUDES CONVERSATIONS WITH KEY CUSTOMERS OF PRODUCTS, INDUSTRY SEGMENT LEADERS, MARKETING DIRECTORS, DISTRIBUTORS, LEADING MARKET PARTICIPANTS, OPINION LEADERS, AND COMPANIES SEEKING TO DEVELOP MEASURABLE MARKET SHARE. OVER 200 IN DEPTH INTERVIEWS ARE CONDUCTED FOR EACH REPORT WITH A BROAD RANGE OF KEY PARTICIPANTS AND INDUSTRY LEADERS IN THE MARKET SEGMENT. YOU MUST HAVE THIS STUDY

6 Personal Digital Assistant (PDA) Market Opportunities, Strategies, and Forecasts, 2004 to 2009 Table of Contents PERSONAL DIGITAL ASSISTANT (PDA) EXECUTIVE SUMMARY PERSONAL DIGITAL ASSISTANT (PDA) MARKET EXECUTIVE SUMMARY Personal Digital Assistant (PDA) Market Opportunities Personal Digital Assistant (PDA) Market Driving Forces Personal Digital Assistant (PDA) Market Shares PDA Market Forecasts PDA Total Market Forecasts ES-1 ES-1 ES-2 ES-3 ES-5 ES-5 PERSONAL DIGITAL ASSISTANT (PDA) DYNAMICS AND MARKET DESCRIPTION 1. PERSONAL DIGITAL ASSISTANT (PDA) MARKET DYNAMICS AND MARKET DESCRIPTION Personal digital assistant (PDA) Handheld Computer PDA Open Platform Industry-Wide Support PDA Organizer Applications PDA Personal Information Management Java Virtual Machine PDA Educational Uses Computing In A Shirt Pocket PDA Form Factor PDA Smartphones Pocket PC Wireless Connectivity ARM-based processors 1-19 PERSONAL DIGITAL ASSISTANT (PDA) MARKET SHARES AND MARKET FORECASTS 2. PERSONAL DIGITAL ASSISTANT (PDA) MARKET SHARES AND MARKET FORECASTS Personal Digital Assistant (PDA) Market Opportunities High End Wireless Handsets Personal Digital Assistant (PDA) Market Shares Personal Digital Assistant (PDA) Device Applications Personal Digital Assistant (PDA) Operating System Market Shares Personal Digital Assistant (PDA) Device Consumer Market Shares Personal Digital Assistant (PDA) Device Enterprise Market Shares Personal Digital Assistant (PDA) Device Unit Market Shares Personal Digital Assistant (PDA) Device Consumer Unit Market Shares Personal Digital Assistant (PDA) Device Enterprise Unit Market Shares PDA Market Forecasts PDA Consumer Market Forecasts PDA Enterprise Market Forecasts PDA Total Market Forecasts High End Wireless Handset Total Market Forecasts High End Wireless Handset and PDA Total Market Forecasts 2-36

7 2.8 PDA Regional Analysis European PDA Market PDA Pricing Palm Pocket PC Pricing PDA Retail Pricing Component Costs 2-48 PERSONAL DIGITAL ASSISTANT (PDA) PRODUCT DESCRIPTIONS 3. PDA PRODUCT DESCRIPTION Palm PalmOne Treo Palm Tungsten E PDA Palm Tungsten T Palm Tungsten C Wi-Fi PDA Palm Tungsten T Handheld Palm Tungsten C Handheld Palm Tungsten Handhelds / Software Palm Tungsten E Handheld Features and Benefits Palm Zire 71 PDA Palm Zire Java Virtual Machine from IBM for Palm Tungsten Handhelds Palm / Handspring Handspring Communicators And Smartphones Handspring Treo Handspring Third Party Applications Hewlett-Packard PDA HP ipaq Pocket HP ipaq 400MHz Intel XScale Technology Processor HP Range of Handhelds Sony Sony High-End Performance And Affordable Handhelds Sony PEG-UX50 Communicator Sony CLIÉ TJ Sony Clié Video Recorder To Watch TV Sony Handhelds Cradle - GPS Sony-Ericsson P800 smartphone Legend PDA Legend Lenovo XP Legend / PalmSource Palm OS Software Nokia PDA Sharp PDA Sharp Zaurus SL Socket / Sharp Electronics Mobile Connections For Zaurus PDA Sharp Zaurus Handheld IBM / Sharp Enterprise-Class, Linux-Based Mobile Solution Samsung Electronics Dell Computer PDA Dell Axim x Pocket PCs Viewsonic PDA 3-55

8 Nokia Public Safety Pocket PCs Toshiba Toshiba Pocket PC e800 Series Toshiba Pocket PC e350 Series AlphaSmart Dana Wireless Internet Terminal PDA Operating Systems Palm OS Palm OS Web Browser Bluetooth support for Palm OS Microsoft Wireless Companies Participating In Windows CE.Net Early Development Programs Embedded Operating System Provider Microsoft Embedded and Appliance Platforms Microsoft Windows Pocket PC Microsoft Pocket PC Software Messaging Support AOL 2.0 for Pocket PC Symbian OS Symbian Wireless Protocol And Application Enhancements 3-86 PERSONAL DIGITAL ASSISTANT (PDA) TECHNOLOGY 4. PERSONAL DIGITAL ASSISTANT (PDA) TECHNOLOGY PDA Open Platform Industry-Wide Support PDA Technological Positioning Advanced Micro Devices Migration Of Desktop PC Technology To Handheld Devices (PDAs) Palm Uses ARM-Based Chips Intel XScale Processor Sony / Intel Mobile Music Technology Digital Home Working Group Vision of Industry Applications In China For PDAs Chinese PDA Working Group Convergence Opportunities Symbian Joint Venture Open Standards EPOC W -CDMA Open Mobile Architecture Enablers Alcatel To Deploy WiFi Network In The SNCF Gare du Nord Railway Station In Paris Alcatel Multimedia Messaging Services (MMS) solutions with Intel Alcatel Enables Optical Interconnection Between NTT DoCoMo's FOMA 3G Network InJapan And Its Base Station In The Netherlands Alcatel Communications-Based Train Control System in Korea 4-18 PERSONAL DIGITAL ASSISTANT (PDA) COMPANY PROFILES 5. PERSONAL DIGITAL ASSISTANT (PDA) COMPANY PROFILES Hewlett Packard HP Business Segments HP Storage Technologies Hewlett Packard Services Hewlett Packard Consulting And Integration HP Financial Services 5-5

9 5.1.6 HP Segment Revenue Legend Legend Mobile Handset Business Legend Revenue Legend Digital Home Working Group Microsoft Microsoft 60 Partners For Windows Embedded Operating System Windows CE.NE Operating System Microsoft Embedded and Appliance Platforms Group Microsoft Revenue Microsoft Business Outlook Microsoft Corporation Product Revenue Palm Palm Strategy To Separate Into Two Independent Companies Palm Solutions Group Business Strategy Palm / Handspring Palm Solutions Group Products and Services Handspring Revenue Palm Solutions Group Palm International Revenues PalmSource Palm OS Revenues PalmSource Business Summary Palm Source Strategy Opportunities in Vertical Industries PalmSource Applications Samsung Electronics Samsung Electronics Revenue Sharp Sharp Revenue Sony Sony Revenue Sony Outlook for the Fiscal Year ending March 31, Sony Ericsson Revenue Sony Corporation Positioning Toshiba 5-58

10 List of Tables and Figures PERSONAL DIGITAL ASSISTANT (PDA) EXECUTIVE SUMMARY Table ES-1 Worldwide Installed Base of Wireless Handsets vs PDA s, Devices, 2003 Table ES-2 Personal Digital Assistant (PDA) Market Driving Forces Figure ES-3 Worldwide Personal Digital Assistant (PDA) Device Market Shares, First Three Table ES-4 Worldwide Personal Digital Assistant (PDA) Enterprise and Consumer Market Forecasts, Shipment Dollars, ES-1 ES-2 ES-4 ES-6 PERSONAL DIGITAL ASSISTANT (PDA) MARKET DYNAMICS AND MARKET DESCRIPTION Table Palm Organizer Applications Table Sony Software Organizer Applications Table PDA Value-added Software Table PDA Applications Table Customization Of Information Management Table Information Management Features Table Wireless Connectivity Systems PERSONAL DIGITAL ASSISTANT (PDA) MARKET SHARES AND MARKET FORECASTS Figure Worldwide Installed Base of Wireless Handsets vs. PDA s, Devices, 2003 Table Personal Digital Assistant (PDA) Market Driving Forces Table High End Wireless Connectivity Market Driving Forces Figure Worldwide Personal Digital Assistant (PDA) Device Market Shares, First Three Table PDA Handheld Personal Organizer Device Market Shares, Worldwide Shipments, Dollars, First Three Table Personal Digital Assistant And Organizer Devices (PDAs) Applications Table Personal Digital Assistant And Organizer Device (PDAs) Enterprise Applications Figure Worldwide Personal Digital Assistant (PDA) Operating System Market Shares, First Three

11 Table PDA Handheld Personal Organizer Operating System Market Shares, Worldwide Shipments, Dollars, First Three Figure Worldwide Personal Digital Assistant (PDA) Consumer Market Shares, First Half 2003 Table PDA Handheld Personal Organizer Consumer Device Market Shares, Worldwide Shipments, Dollars, First Three Figure Worldwide Personal Digital Assistant (PDA) Enterprise Market Shares, First Three Table PDA Handheld Personal Organizer Enterprise Market Shares, Worldwide Shipments, Dollars, First Three Figure Worldwide Personal Digital Assistant (PDA) Market Shares, Units, First Three Table PDA Handheld Personal Organizer Device Market Shares, Worldwide Shipments, Units, First Three Table PDA Handheld Personal Digital Assistant Shipment Prices By Company, Units, First Three Figure Worldwide Personal Digital Assistant Consumer Unit Shipment Market Shares, First Three Table PDA Handheld Personal Organizer Device Consumer Market Shares, Worldwide Shipments, Units, First Three Figure Worldwide Personal Digital Assistant Enterprise Unit Shipment Market Shares, First Three Table PDA Handheld Personal Organizer Device Enterprise Market Shares, Worldwide, Units, First Three Figure Global Personal Digital Assistant (PDA) Consumer Market Forecasts, Dollars, Figure Global Personal Digital Assistant (PDA) Consumer Market Forecasts, Units, Table Worldwide Personal Organizer (PDA) and High End Wireless Handset Consumer Market Forecasts, Figure Worldwide Personal Digital Assistant (PDA) Enterprise Market Forecasts, Shipment Dollars, Figure Worldwide Personal Digital Assistant (PDA) Enterprise Market Forecasts, Shipment Units, Table Worldwide Personal Organizer (PDA) and High End Handset Enterprise Market Forecasts, Figure Worldwide Personal Digital Assistant (PDA) Enterprise and Consumer Market Forecasts, Shipment Dollars,

12 Figure Worldwide Personal Digital Assistant (PDA) Consumer and Enterprise Market Forecasts, Shipment Units, Table Worldwide Personal Organizer (PDA) and High End Wireless Handset Market Forecasts, Figure Worldwide High End Wireless Handset Market Forecasts, Shipment Dollars, Figure Worldwide High End Wireless Handset Market Forecasts, Shipment Units, Figure Worldwide High End Wireless Handset and PDA Shipments, Dollars, Market Forecasts, Figure Worldwide PDA Personal Digital Assistant Regional Market Shares, First Three Table PDA Handheld Personal Organizer, Regional Marker Shares, Worldwide, Percent, First Three Table PDA Handheld Personal Organizer, Regional Marker Shares, Worldwide, Dollars, First Three Table PDA Handheld Personal Organizer, Regional Marker Shares, Worldwide, Units, First Three Table Selected PDA Retail Pricing Table Components Comprising Equal Cost of PDA and 3G Wireless Handset PERSONAL DIGITAL ASSISTANT (PDA) PRODUCT DESCRIPTIONS Table Palm Tungsten T3 Handheld Features Table Palm Tungsten T3 Handheld Benefits Table Palm Zire 21 Handheld Benefits and Features Table Handspring Blazer Internet Treo 300 Features Table Handspring GSM/ GPRS Treo 270 and the CDMA Treo 300 Features Table Handspring Treo 600 Features Table HP ipaq h1935 Pocket PC Features Table HP ipaq h5550 Pocket PC Features Table HP Handheld Units Offered To The Market Table HP ipaq Pocket PC h1935 Features Table SL-5500 Sharp Zaurus Specifications

13 Table Toshiba Pocket PC e350 Series Target Markets Table Toshiba Pocket PC e350 Series Applications Table Windows CE.NET 4.2 features Table Windows CE.NET 4.2 Functions Table Microsoft Partners For Early Development Programs for Windows CE.NET Table Microsoft Partners For Early Adopter Programs for Windows CE.NET Table AOL 2.0 for Pocket PC 2002 Functions Table AOL 2.0 for Pocket PC Compatible Devices Table Symbian Operating System OS Functions Table Symbian Operating System OS Features Table Key Features Of Symbian OS PERSONAL DIGITAL ASSISTANT (PDA) TECHNOLOGY Table Digital Home Working Group PDA Features Supported Table Digital Home Working Group Corporate Members Table Chinese PDA Working Group PERSONAL DIGITAL ASSISTANT (PDA) COMPANY PROFILES Table Features in Windows CE.NET Table Features in Palm Solutions Products Table Palm Powered Applications And Target Markets Table Toshiba Industry Segments

14 ABOUT THE COMPANY WINTERGREEN RESEARCH, FOUNDED IN 1985, PROVIDES STRATEGIC MARKET ASSESSMENTS IN TELECOMMUNICATIONS, COMMUNICATIONS EQUIPMENT, HEALTH CARE, AND ADVANCED COMPUTER TECHNOLOGY. INDUSTRY REPORTS FOCUS ON OPPORTUNITIES THAT WILL EXPAND EXISTING MARKETS OR DEVELOP MAJOR NEW MARKETS. THE REPORTS ASSESS NEW PRODUCT AND SERVICE POSITIONING STRATEGIES, NEW AND EVOLVING TECHNOLOGIES, AND TECHNOLOGICAL IMPACT ON PRODUCTS, SERVICES, AND MARKETS. MARKET SHARES ARE PROVIDED. LEADING MARKET PARTICIPANTS ARE PROFILED, AND THEIR MARKETING STRATEGIES, ACQUISITIONS, AND STRATEGIC ALLIANCES ARE DISCUSSED. THE PRINCIPALS OF WINTERGREEN RESEARCH HAVE BEEN INVOLVED IN ANALYSIS AND FORECASTING OF INTERNATIONAL BUSINESS OPPORTUNITIES IN TELECOMMUNICATIONS AND ADVANCED COMPUTER TECHNOLOGY MARKETS FOR OVER 30 YEARS. ABOUT THE PRINCIPAL AUTHORS ELLEN T. CURTISS, TECHNICAL DIRECTOR, CO-FOUNDER OF WINTERGREEN RESEARCH, CONDUCTS STRATEGIC AND MARKET ASSESSMENTS IN TECHNOLOGY-BASED INDUSTRIES. PREVIOUSLY SHE WAS A MEMBER OF THE STAFF OF ARTHUR D. LITTLE, INC., FOR 23 YEARS, MOST RECENTLY AS VICE PRESIDENT OF ARTHUR D. LITTLE DECISION RESOURCES, SPECIALIZING IN STRATEGIC PLANNING AND MARKET DEVELOPMENT SERVICES. SHE IS A GRADUATE OF BOSTON UNIVERSITY AND THE PROGRAM FOR MANAGEMENT DEVELOPMENT AT HARVARD GRADUATE SCHOOL OF BUSINESS ADMINISTRATION. SHE IS THE AUTHOR OF RECENT STUDIES ON WORLDWIDE TELECOMMUNICATIONS MARKETS, THE TOP TEN INTERNET EQUIPMENT COMPANIES, THE TOP TEN CONTRACT MANUFACTURING COMPANIES, AND THE TOP TEN TELECOMMUNICATIONS MARKET ANALYSIS AND FORECASTS. SUSAN EUSTIS, PRESIDENT, CO-FOUNDER OF WINTERGREEN RESEARCH, HAS DONE RESEARCH IN COMMUNICATIONS AND COMPUTER MARKETS AND APPLICATIONS. SHE HOLDS SEVERAL PATENTS IN MICROCOMPUTING AND PARALLEL PROCESSING. SHE HAS THE ORIGINAL PATENTS IN ELECTRONIC VOTING MACHINES. SHE HAS NEW PATENT APPLICATIONS IN FORMAT VARYING, MULITPROCESSING, AND ELECT RONIC VOTING. SHE IS THE AUTHOR OF RECENT STUDIES OF THE REGIONAL BELL OPERATING COMPANIES' MARKETING STRATEGIES, INTERNET EQUIPMENT, BIOMETRICS, A STUDY OF INTERNET EQUIPMENT, WORLDWIDE TELECOMMUNICATIONS EQUIPMENT, TOP TEN TELECOMMUNICATIONS, DIGITAL LOOP CARRIER, WEB HOSTING, WEB SERVICES, AND APPLICATION INTEGRATION MARKETS. MS. EUSTIS IS A GRADUATE OF BARNARD COLLEGE.

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