IDC Breakfast Speaakers

By Bayle Emlein The Maturity of China's Mobile Computing Ecosystem: White Box is the Market Driver Mario Morales, IDC VP EnablingTechnologies Mario had several key points: 1. The next stage is here and China is an active market leader; 2. Technology alone does not guarantee success; 3. Technology is driven by customers and vertical markets; 4. Sustainable economic models must drive investment and strategies; 5. There will be rapid consolidation among suppliers and vendors will occur soon. Main featuresof industry dynamics: 1. The Chinese market is large enough to drive its own ecosystem; 2. Chinese vendor capabilities are established in CE markets; 3. 80% of the phones manufactured in China are exported, often with focus on local markets in Asia; 4. 40% of nonApple chipsets come from China. The Chinese market is divided between Tier 1 cities, where users prefer smartphones, and Tier 3 or 4 cities, where users have less technology exposure and seem to prefer tablets or PCs as a way of connecting. The model is to move forward via rapid software development. A high proportion of Chinese R&D goes into software development rather than hardware improvement. Some brands to watch in 2014: Xiaomi Nokia Gionee K-Touch ZTE Huawei Apple Coolpad Lenovo Samsung *The Device Landscape in 2014, Tom Mainelli, IDG VP The 2013 holiday season saw smartphone vendors very happy, tablet vendors ambivalent, and PC vendors wondering what happened. The market development has been astoundingly rapid. Phablets are taking a larger share of the market. In areas where people have only 1 device, a phablet will continue to be the device of choice. But as the border between large phones and small tablets blurs, this distinction may become irrelevant. Younger users use their phones and phablets more for data than for talking on. The Android market share is likely to fall as users react to experiences with cheap devices. PC sales are likely to come back a bit as business needs to replace machines. BYOD and Education will drive IT. More and more workers are bringing their own PCs to work, opening a new market for hardware and support. A generation of educators who have grown up with technology is changing classroom expectations. Experience will trump new boxes. People just want this thing to work and will not care so much about the device or who made it. Some points to remember: Reports of the PC demise are prematu. Tablets and phablets will co-exist with bluring lines. Nobody stays on top forever. User experience becomes more critical, especially as devices are expected to communicate seamlessly with each other. *Buyer Behavior Practice Allan Fromen, IDC Vice President & Consulting Partner Buyer Behavior Practice New Mobile research cabiblities Survey research via smartphone: The cell phone is highly personal. The smartphone includes ability to capture photos, video, and voice, giving insight into consumer's lives.Using the smartphone enables realtime data gatherig and is not dependent on user recall. Web and app access can be tracked in real time. *What's Next for Mobile Apps, Content, and Services John Jackson IDC VP for Mobility While mobile advertising matures and follows more sophistacyted means of engagement, direct app revenue growth will decline. The app will become the new face of the internet. App-based ads outpace the mobile browser. Chrome is Google's core mission. Android was an acquisition. But Android will remain a viable player. Apple may never again own the market, but will continue to be an active player if it can continue to reinvent itself. Can Amazon abide becoming an app on a cometitior's platform? Some points to consider: Mobility is the change agent Control of service distribution and audience aggregation remain basic. The battle to capture value is moving into the app.