中国移动互联网设备研究

©2008In-StatAllRightsReserved|—AChinaPerspectiveSKU:IN0804331WHTAnalyst:[e-mail]+86.10.6642.1812November2008ExecutiveSummaryConsumerDemandIsforWeb-BasedInternet,NotWAPCurrently,WAPsitesaretheprimarysourceofcontentforconsumermobilephonesinChina,asmanymobilephonesdonotofferInternetaccess.However,WAPsites,whicharecontrolledbycarriers,areasortofwalledgardeninwhichcontentisverylimitedandentertainment-oriented.ThePCInternet,bycomparison,isanopengardenwithatremendousnumberofapplicationsandservices.Asthingsstand,PCInternetusersusuallydon’tcaretovisitWAPsitesandmostmobileInternetusersdon’thavePCInternetexperience.Inaddition,duetolimitationscausedbyscreensize,processingcapability,operability,userinterface,andafragmentedOSplatform,consumerscannotexperiencetheInternetonmobilephonesasfullyasonPCs.Asaresult,theconflictbetweenconsumerdemandformobileInternetaccessandthecurrentdevelopmentofmobilephonesisheatingup.However,evenwithadvancesintechnologythatmakeitpossibletoaccessthePC-basedInternetviamobilephones,theuserexperienceisnotgood.Asaresult,PCInternetuserswhowishtousemobileInternetaremovingtomobiledevicesthatallowthemonlineaccessanytimeandanywhere.ThesedevicesallowuserstocombinetheconvenienceofmobileInternetwiththebroad-basedcontentofthePCInternet.MIDtheBestSolutionforMobileInternetThemobileInternetdevice(MID)isanewcategoryofconsumer-orienteddevicetailoredtoInterneton-the-go.ComparedwithotherdevicesthathaveInternetcapability,suchasnotebooks,netbooks(akindofmini-note),andsmartphones,thesemobiledevices,withtheir4–7-inchscreens,fullwebpagedisplay,highdata-processingcapability,andmulti-networkconnectionsincludingbothWWANandWLANtechnology,providebothportabilityandafullInternetexperience.MIDsincorporatealltheservicesofthemobileInternet:communicationon-the-go,entertainmenton-the-go,andcomputingon-the-go.PotentialusersofMIDsincludebusinessprofessionals,media-savvyconsumers,andyoungadults.BusinessprofessionalstypicallyuseMIDsforbusiness,andMIDsmeettheirdemandforon-the-gocommunication,information,andlocation-basedservices(LBS).Media-savvyconsumersusuallyuseMIDsforentertainment,andMIDsmeettheirdemandforcommunicationandmulti-mediaon-the-go.YoungadultsuseMIDstokeepintouchwithonlinecommunities,andMIDsprovideaPCInternet-likeexperienceforsharingandkeepingintouchwithfriendsanytimeandanywhere.Mobileindustryplayers,includingsoftwareandserviceproviders,OEMs,carriers,andchipset/architecturevendors,nowrecognizethedemandforInternetcapabilityonmobiledevices.TheinvolvementofindustrygiantssuchasApple,Google,Nokia,andIntelprovesthatfullInternetMobileInternetCallsforOpenDevices—AChinaPerspectiveSKU:IN0804331WHT©2008In-StatAllRightsReserved|’siPhone,amobiledevicethatprovidesagoodInternetexperiencewillbewelcomedbyconsumersandwillsignificantlydrivemobileInternetuse,greatlybenefitingoperators.Anotherproduct,Google’sAndroid,isthefirstservice-orientedsmartphoneplatform.Nokia,inanefforttocounterAndroid,hasacquiredSymbianLtd.,madeitopensourceandroyalty-free,andhasbeenlaunchingMIDproductssince2005.Finally,Intel’seffortswithMIDchipsetplatforms,softwareecosystems,andOEMpartnershipshavegreatlydriventhegrowthofthex86-basedMIDmarket.MIDEcosystemBecomingMatureAllthissaid,theconceptofMIDwasintroducedonlylastyearandsotheMIDmarkethasnotmadesignificantadvancesasyet.Itsgrowthdependsonthematurityoftheentireecosystem,includingthemobilityenvironment,Internetcontentandapplications,andthedevelopmentofMIDproducts.ThemobilityenvironmentinChinahasimprovedsignificantlyin2008.Currently,therearefivemillionhouseholdWi-Fiusersand15,000Wi-Fihotspotsnationwide.Bytheendof2008,thatnumberwillriseto35,000.Wi-FiCityprograms,whicharebeingactivelypromotedbytelecomcarriersandthegovernment,alsocontinuetoadvance.Inaddition,3Glicenseswillbeissuedsoon,anditisexpectedthatby20103Gnetworkswillcovertheentirecountry.ImprovednetworkswillensureabetterwirelessnetworkenvironmentforMIDsandallowthemtobeginmakingreturnsonoperatorinvestment.Portals,search,socialnetworking,andInternetcontentandapplicationshaveallmovedbeyondWeb1.0andenteredWeb2.0.User-generatedcontent(UGC)andsocialnetworkingservices(SNS)arebecomingthecenterofInternetapplications.“Open”isbecominganewtrendinbothInternetandmobileInternet,andopenAPI,opensource,andopenprofileareconceptsthatareleadingthenewdirection.Also,withtechnologyimprovementsinmobiledevices,theInternetisincreasinglymovingtomobile.Foritspart,themobileInternetisbecomingincreasinglyconvergedwiththeInternetandisfollowingitstrends.ARM-basedchipsetsarecurrentlysmallerandconsumelesspower,whilex86-basedchipsetshaveadvantagesinsoftwarecompatibilityandperformance.Also,x86-basedMIDsareleveragingthePCecosystemthatnaturallysupportstheInternet,whileARM-basedMIDsneedtobuildanewInternetecosystem.Forthesereasons,itisexpectedthatthex86-basedcampwillbecomeestablishedsoonerandfaster.MIDShipmentsinChinaM