The Mobile Internet Report Key Themes*

Key Theme #3 –
Apple Leading in Mobile Innovation + Impact, for Now – Depth of App Ecosystems
+ User Experience + Pricing Will Likely Determine Long-Term Winners
Near term, Apple is driving the platform change to mobile
computing and leading in user experience. Its mobile ecosystem
(iPhone + iTouch + iTunes + accessories + services) market share /
impact should surprise on upside for at least the next 1-2 years.
Long term, Google Android’s open / free operating system
(combined with clever device manufacturers), standardization of
more powerful mobile web browsers, emerging markets
competition and carrier limitations may pose challenges to Apple’s
market share upside. RIM may maintain enterprise lead owing to
installed base, but long-term outlook is challenged.
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