The Mobile Internet Report Key Themes*

…Key Mobile Internet Themes…
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 the upside
for at least the next 1-2 years. Longer term, Google Android’s open / free
operating system (combined with clever device manufacturers), 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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