US Mobile Broadband and Mobile Internet:
Market, forecasts and behavior, 2009-2015
The 'Mobilities' project continues with an extensive and in-depth study of US mobile broadband, mobile internet, content, devices and behavior. Covering 2009 to 2015, it contains:
* A thorough examination of drivers to mobile broadband and mobile internet take-up, including smartphones, smartbooks, netbooks, video, mobile banking and payments, social networking, applications,, 4G roll out, ‘Ultra Thins’, chips, operating systems and changing consumer behavior.
* Extensive forecasts for content and service usage, device ownership, traffic, and revenues and ARPUs by carrier.
Subjects interrogated include:
* Video across devices and by type. Includes: advertising vs subscription users and revenues, and user generated content. Twelve sets of forecasts, covering users, revenues and traffic
* Music, including carrier vs handset provision, streaming vs downloading vs side-loading. Eleven sets of forecasts covering users, revenues and traffic
* Mobile advertising and revenues, including forecasts
* Mobile banking and payments, including forecasts
* Ad revenues. Includes display, search, SMS, with forecasts
* Social networking
* Location based services and advertising/marketing
* Applications
* Smartphones and mobile phones: users and traffic, including forecasts
* Netbooks users and traffic, including forecasts
* Notebooks users and traffic, including forecasts
* Traffic by handset brand
* Smartbooks
* Ultra-thins
* Eco-systems of devices
* Carrier revenues and ARPU
* ULV chips, ARM processors
* Windows, Linux, Android, Symbian, Blackberry, webOS, Palm, Intel Moblin
* Digital divide
* Teen behavior
* 4G roll out
* Promoting/marketing mobile broadband and mobile internet
What this report will give you:
* Extensive commentary and data on factors that will drive mobile broadband and mobile internet content and device take-up in the US over the next six years
* Insight into the types of content mobile broadband and mobile internet users want, and services they are willing to receive (e.g. video, music, location based messages, marketing, mobile banking, mobile payments)
* Mobile broadband and mobile internet user forecasts by device type (netbooks, notebooks, 3G/3G+ phones, smartphones), drivers to take-up, and recommendations
* Traffic forecasts for each device, by traffic type, drivers to growth, and recommendations
* Video usage forecasts, drivers to growth, and recommendations
* Music usage forecasts, drivers to growth, and recommendations, including streaming vs downloads vs side-loads
* Mobile banking and mobile payment user forecasts, drivers to growth, and recommendations
* Voice and data service revenue forecasts, drivers to changes, and recommendations
* Mobile broadband and mobile internet traffic vs SMS data service revenue forecasts, drivers to changes, and recommendations
* Data revenue forecasts by carrier (Sprint, AT&T, Verizon, T-Mobile)
* Data ARPU forecasts by carrier (Sprint, AT&T, Verizon, T-Mobile)
* Implications of these factors for operators, vendors, rights holders and content owners, and recommendations
Who this report is for:
* Device and component vendors
* Mobile network operators
* Media organisations
* Consultants
* Financial analysts
* Application, content and service providers
* Anyone else with an interest in the future of US mobile broadband and mobile internet
This report is essential reading for device and component vendors, mobile network operators, consultants, financial analysts, application, content and service providers, and anyone else with an interest in the future of mobile broadband.
Table of contents
32 sets of forecasts (2009-2015). Covering the following areas: (see pages 34-67 for graphs and tables)
• Market forecasts across notebooks, netbooks, smartphones and smartbooks
• 3G/3G+ phone penetration, smartphone penetration, and users of mobile internet via these devices
• Netbook penetration, and netbook and notebook users accessing mobile broadband
• Video: users across devices and traffic.
• Music: users across devices and traffic
• Mobile banking and mobile payments take-up
• Mobile broadband and mobile internet traffic by traffic type for each device (video, music, data and P2P)
• Revenues: video (subscription and advertising), music, and ad revenues
• Ad revenues, including display, search and SMS
• Carrier revenues: voice vs data
• Carrier ARPUs: voice vs data
• Carrier data revenues: SMS revenues vs mobile broadband and mobile internet traffic revenues
• Carrier ARPU: SMS ARPU vs mobile broadband and mobile internet traffic ARPU
• Data revenues by carrier (AT&T, Sprint, T-Mobile, Verizon)
• Data ARPU by carrier
Analysis and commentary
• Netbooks, notebooks and mobile phones: complementary devices
– Mobile broadband and mobile internet usage forecasts across each device
– Consumer behavior: what operators need to learn, and package types operators need to offer
– Mobile broadband and overcoming the digital divide
– Communicating the benefits of mobile broadband and mobile internet
• Smartphones and 3G/3G+ phones
– Ownership and traffic forecasts. Traffic by handset brand
– iPhone users as a case study
– What teens use their phones for, and what operators and content owners can learn from them
• Netbooks
– Ownership and mobile broadband usage forecasts
– Embedded modules
– Consumer dissatisfaction
– Competition between OEMs and networks
• Smartbooks
– Relationship with netbooks and smartphones, and forecasts
• Social networking
– Which social networks device owners access
– Opportunities for creating revenue and for marketing
• Video
– Current market, hindrances to take-up, and forecasts around users, traffic, and subscription and advertising revenue
– Media preferences and monetisation opportunities
– Mobile video and US teens
• Music: Current market, hindrances to take-up, streaming vs downloads vs side-loading, monetisation, and forecasts around users, traffic, and revenue forecasts
• Mobile banking, mobile payments and forecasts
– Current market, revenue and user forecasts, services people want, and how the banks compare
• Applications
– Current market, what applications people are using across which devices. Top phone app genres
• Operating systems
– Current market, operating system market share
– Windows 7, Ubuntu, Android, Chrome OS, Moblin, LIMO Android, Symbian, Palm OS, web OS, iPhone, Windows Mobile and Blackberry
• Chips
– ULVs (Ultra Low Voltage chips), ARM processors, Atom chips
• Location based services
– What services mobile consumers want
– Monetisation
– Opportunities
– Challenges
• 3G/3G+, network capacity, and ‘white-spaces’
– LTE
– Consumer frustration
– Average download and upload speeds by operator
Table of Figures
Factors informing what devices people choose for activities
Mobile broadband cost comparison
What US teens use their mobile phones for
Social network access by smartphone users (for each social network)
Mobile video audience composition (vs TV and fixed line broadband video)
Media preferences and behaviors of mobile video users
What types of mobile video US teens watch
Top application genres
Smartphones: Market share for each operating system
Alerts smartphone users are willing to receive on their phones
Mobile broadband speed comparison
Mobile internet impressions by handset brand
Market forecasts across notebooks, netbooks, smartphones and smartbooks
Mobile internet phone penetration, smartphone penetration, and users of mobile internet via these devices 2009-2015
OWNERSHIP: Netbook ownership, and mobile broadband users via netbooks 2009-2015
MOBILE BROADBAND USERS: Mobile broadband users via netbooks and via notebooks 2009-2015
USER SUMMARY: Phone, netbook and notebook mobile broadband and mobile internet user summary 2009-2015
TRAFFIC: Traffic (TB per month) via MOBILE PHONES 2009-2015
TRAFFIC: Traffic (TB per month) via NETBOOKS and NOTEBOOKS 2009-2015
TRAFFIC: Traffic device split 2009-2015
TRAFFIC: Traffic by type (MUSIC, VIDEO, DATA, P2P), across all devices (TB per month) 2009-2015
TRAFFIC: Traffic type share 2009-2015
TRAFFIC: Phone traffic by type (MUSIC, VIDEO, DATA, P2P) (TB per month) 2009-2015
TRAFFIC: Phone traffic type share 2009-2015
TRAFFIC: Netbook traffic by type (MUSIC, VIDEO, DATA, P2P) (TB per month) 2009-2015
TRAFFIC: Netbook traffic type share 2009-2015
TRAFFIC: Notebook traffic by type (MUSIC, VIDEO, DATA, P2P) (TB per month) 2009-2015
TRAFFIC: Notebook traffic type share 2009-2015
VIDEO: Traffic device split 2009-2015
DATA: Traffic device split 2009-2015
P2P: Traffic device split 2009-2015
MUSIC: Traffic device split 2009-2015
MUSIC: Mobile broadband and mobile internet users 2009-2015
MUSIC REVENUES: Recorded music purchase revenues 2009-2015
VIDEO: Mobile broadband and mobile internet users by device 2009-2015
VIDEO: Traffic per user 2009-2015
VIDEO REVENUES: Mobile video subscription revenues 2009-2015
AD REVENUES: Search, Display and SMS 2009-2015
AD REVENUES: Search vs Display vs SMS split 2015
VIDEO REVENUES: Mobile ads 2009-2015
CARRIER REVENUES: Carrier voice vs data revenues 2009-2015
CARRIER ARPU: Carrier voice vs data ARPU 2009-2015
CARRIER REVENUES: Carrier data revenues, split by SMS and non-SMS 2009-2015
CARRIER ARPU: Data ARPU: SMS ARPU vs non-SMS ARPU 2009-2015
CARRIER REVENUES: Data revenues by carrier 2009-2015
CARRIER ARPU: Data ARPU by carrier 2009-2015
Organizations mentioned in this report
1st Bank
3
Acer
AMD
America First
Apple
ARM
Asus
AT&T
Bambuser
Bancorp South
Bank of America, Chase
BB&T
Capital One
Carolina First
Citibank
Citizens Bank
Classmates.com
Comcast
Comerica
Compal
Eastern Bank
Facebook
Fifth Third Bank
Google Android
HP
HSBC
HTC
Huntington Bank
IBC Bank
Intel
Ivisit
KeyBank
LastFM
LiMO
LinkedIn
M&T
MediaFlo
Mercantile Bank
MetroPCS Wireless
Microsoft
Microsoft
MobiTV
Motorola
MySpace
Nokia
Northeast Bank
O2
Open Mobile Video Coalition
Orange
Palm
PNC
Provident Bank
Qik
Qualcomm
Quanta
Real Player
RIM
Samsung
Spotify
Sprint
Starbucks
SunTrust
T-Mobile
Toshiba
Twitter
TwitVid
U.S. Cellular
US Bank
USAA
Ustream
Verizon
Vodafone
VZO Mobile
Wachovia
Wayfinder
Wells Fargo
YouTube