Tech Hardware Supply Chain - Gazhoo

Bhavin Shah
(852) 2800-8538
bhavin.a.shah@jpmorgan.com
Figure 46: Architecture of BlackBerry
Blackberry back-end
server” cost +
licensing fee per
subscriber
Source: Blackberry, J.P. Morgan.
Asia Pacific Equity Research
20 April 2009
BlackBerry Enterprise Server (BES), and the licensing fee per subscriber from the
wireless network operators. It does not charge any software license fees to handset
manufacturers, such as Nokia, Motorola, Samsung, HTC, etc. In Figure 46, the red
circle highlights BlackBerry’s back-end server, BES. The existence of BES is the
reason for RIM charging more than a licensing fee.
Operators pay RIM
on a monthly basis
for each subscriber
Apple iPhones
iPhones retrieve e-mails from service providers at regular intervals and hence can be
classified as a client-pull system. The application can pull e-mails from most of the
standard POP3 and IMAP e-mail systems including popular ones such as Yahoo!
Mail, Gmail, AOL and MAC Mail. iPhones can also be configured to synchronize
with e-mail accounts stored in Mail on a Mac or Outlook on a PC.
Microsoft Direct Push
In a bid to compete with the ubiquitous BlackBerry, Microsoft rolled out its first true
push e-mail service with announcements at the 3GSM wireless trade show in
February 2006. The Direct Push runs on Windows Mobile 5.0 and 6.0 devices for
customers with Microsoft Exchange 2003 SP2 servers. The Direct Push technology
means that Exchange Server sends Outlook messaging directly to the mobile device
over the air (OTA) through a wireless account. Like a desktop computer or laptop,
smartphones can offer quick e-mail flow and easy access to the calendar and tasks.
AT&T, T-Mobile, and Palm are some of the providers offering e-mail services using
Microsoft Direct Push.
Table 39: Differences between requirements for BlackBerry and Microsoft
BlackBerry Microsoft
Back-end server �
Operating system � �
Wireless internet connection � �
Exclusive devices
Source: J.P. Morgan.
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