The Mobile Internet Report Key Themes*

Apple –
Potential Long-Term Challenges
1. Google Android’s open + low cost features + motivated partners may
drive Android’s unit market share upside over long-term
2. Mobile web could replace operating systems as standard development
platform, eroding Apple’s early lead with its native app ecosystem
3. Incumbents (like Nokia) could have Apple-like potential (if they execute)
in emerging markets where 3G penetration likely to remain low for next
few years
4. Exclusive carrier deals could limit Apple’s market share upside – AT&T
(~45% of iPhone subscribers) strained by demand / change
5. Insufficient battery capacity could continue to prevent effective multitasking
(running simultaneous applications)
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