The Mobile Internet Report Key Themes*

Smartphones Shake Up ‘Personal Computing’ Market Share
Apple + RIM = Clear Share Gainers in Fastest Growing Category
Global Vendor Unit Shipments & Market Share, LTM (CQ2:08-CQ2:09)
PCs Handsets Notebook PCs + Smartphones
281MM Units, +1% Y/Y 1,178 MM Units, -3% Y/Y 306 MM Units, +16% Y/Y
LTM Market Share LTM Market Share LTM Market Share
Vendor CQ2:08 CQ2:09 Vendor CQ2:08 CQ2:09 Vendor CQ2:08 CQ2:09
HP 18.5% 19.6% Nokia 39.4% 38.0% Nokia 24.9% 23.6%
Dell 15.0 13.8 Samsung 14.8 17.9 HP 10.4 12.5
Acer 9.4 12.0 LG Electronics 8.0 8.8 RIM 6.9 11.2
Lenovo 7.8 7.7 Sony Ericsson 8.5 7.2 Apple 4.5 10.4
Toshiba 4.4 5.2 Motorola 10.9 6.6 Acer 7.4 10.0
Asus 2.5 3.9 RIM 1.5 2.6 Dell 7.0 7.5
Apple 3.3 3.6 Apple 0.5 1.7 Toshiba 4.7 5.6
Source: IDC and Morgan Stanley Research
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