In-Stat_移动互联时代的崭新模式.ppt

移动互联时代的崭新模式 Kevin Li Telecom Research Director In-Stat China May, 2009 目 录 移动互联网发展概述 移动互联网应用市场发展分析 移动互联网终端市场发展分析 移动商业崭新模式 移动数据未来五年爆发增长：CAGR 150% 从PC到手机, 移动互联网用户实现快速迁移 带宽、流量费用、终端等因素制约移动互联网的发展 目 录 移动互联网发展概述 移动互联网应用市场发展分析 移动互联网终端市场发展分析 移动商业崭新模式 未来几年移动互联网收入的CAGR在50%以上 目 录 移动互联网发展概述 移动互联网应用市场发展分析 移动互联网终端市场发展分析 移动商业崭新模式 上网本快速增长，拉动移动宽带的消费 上网本是7-12寸屏的便携终端 处理能力低于笔记本 操作系统主要是Linux和Windows 平均价格在3000元左右 山寨本拉动了市场的早期增长，但其低价对起步的上网本市场和其他市场造成了扰乱 2009年，定制的上网本要占总出货量的74%。为促进3G发展和竞争运营商采取两年套餐锁定上网本的方式促进3G发展 上网本是促进中国运营商发展3G的有力武器 China Mobile China Mobile promoted customized netbooks with embedded TD-SCDMA data card in several cities from April 7th, 2009 Seven brands of products launched on April 25, including Lenovo, HP, Dell, Samsung, Tongfang, Founder and MSI, which all with 10 inches screen and built in with TD-SCDMA data cards China Mobile aims to sell 1.5 million customized G3 netbooks in 2009 China Telecom China Telecom has cooperated with 11 PC vendors, including Lenovo, HP, ASUS, etc. to customize netbooks with CDMA2000 EV-DO data card embedded in April 2009. China Unicom China Unicom will release WCDMA service May 17th 2009 and will be involved in the business of netbook. Several PC vendors began to develop netbooks with Android ASUS, HP and Dell has begun to conduct the test of netbooks with Android operation systems since the end of 2008, in order to save cost as much as possible. Suppose implementing Windows operation system cost US $15 each netbook for commission fee, Google Android and Linux are totally free. Chipset and processor vendors hope to cooperate with Android to increase their market share in netbooks ARM focuses on developing processor with longer standby time and lighter weight. Android is more suitable to running on ARM chipset architecture. ARM wants to enter the netbook market with the help of Android. Freescale is now developing with PC vendors in Chinese Taiwan to launch their Android netbooks with ARM processor. They expect to produce cheap net