黑莓-手机市场前景分析.pptVIP

4 product families: X, E, N, C Fighting Android and wannabes with touch and type Platform issues: Symbian and MeeGo FAIL Location/Mapping strategic orientation not defined Taking a step back on Ovi NFC, M-payment, Augmented reality… Nokia working on unifying the user’s experiences Gain market share and overtake Nokia as global leader Leverage complementary BUs to dominate hardware Launch new products, tablets, flexible displays Lead the Intellectual Property race in hardware innovation (issued patents) Invest in Bada platform Expand to lower tier phones Integrate across Samsung product portfolio (TV’s, tablets) Increase touch-screen share of overall portfolio Strategic advantages due to screen manufacturer (LCD and AMOLED) Key Metrics 2009 revenues $9.6B, cash on hand $10Bn, mobile = 24% of revenue Samsung launch Event Nov 8th NYC SamsungDominate with market share LG Optimus Q Key Metrics 2009 revenue $107B, cash on hand $4.5B, mobile = 30% of revenue LGImprove profits Strategy Improve profitability by launching more smart phone product Reduce North America market dependence, expand business in Europe Improve brand awareness through product quality Platform/Services Focus on Android for mid tier Increase Android product launches Focus on Windows Phone 7 MeeGo at the high end Main platform Phone 7, experiment with MeeGo Differentiate with leading edge hardware display Expand product portfolio Launch Tablet product line ? Positioned as ‘go-to’ smartphone ODM for operators Custom exclusive devices e.g. T-Mobile G2 Variety of models and price points Hedging bets on Android and Windows Phone Leading Android ODM worldwide 5 new Windows Phone 7 handsets Differentiating through user experience Sense Experience UI overlay Custom applications (e.g. Weather, Places) Adding services and accessories Cloud device backup service TV media streaming box HTC“Go-to” ODM for operators * BlackBerry IT Survey, June 2010 Base: All respondents (n=389) Q2. Which of the foll