2. About The NPD Group
Founded in 1967
Cover a wide range of industries, including telecom,
electronics, software, office supplies, toys, videogames,
apparel, beauty, home, and auto products
Two main sources of data for sellthrough information
Point-of-Sale: Item-level data from case register panel
of retailers, including Best Buy, Radio Shack, Target,
Sears, BJs, Amazon.com, Apple, etc.
Consumer: Brand-level purchase data (and related
info) from online surveys sent to hundreds of
thousands of consumers
Proprietary and Confidential
5. Carrier demographics vary significantly
Source: The NPD Group / Consuner Data Tracker / Mobile Phone Track
Proprietary and Confidential
6. Smartphones have become affordable, but data is still expensive
Source: The NPD Group / Consuner Data Tracker / Mobile Phone Track
Proprietary and Confidential
7. Not all smartphones have the same demographic appeal
Source: The NPD Group / Consuner Data Tracker / Mobile Phone Track
Proprietary and Confidential
9. Nexus One innovative but unsuccessful: Cancelled in five months
Created by HTC
1 GHz processor
3.7’ AMOLED display
800 X 480 resolution
Android 2.1
5 MP camera
Proprietary and Confidential
10. Abracadabra. Droid Incredible #2 Android smartphone in Q210
Created by HTC
1 GHz processor
3.7’ AMOLED display
800 X 480 resolution
Android 2.1
8 MP camera
Proprietary and Confidential
11. Carriers still dominate handset distribution
Source: The NPD Group / Consuner Data Tracker / Mobile Phone Track
Proprietary and Confidential
13. Handsets have become capable 4G-ready media platforms
Source: The NPD Group / Consuner Data Tracker / Mobile Phone Track
Proprietary and Confidential
14. Advent of HTML 5 opening up new development opportunities
Source: The NPD Group / Consuner Data Tracker / Mobile Phone Track
Proprietary and Confidential
15. The future phone
Ultimately, the handset will be
as useful for avoiding
communication as it is for
facilitating it.
Proprietary and Confidential
16. To become useful assistants, handsets will need to know
About us
About the environment
Proprietary and Confidential
17. Smartphones are driving the horsepower
Source: The NPD Group / Consuner Data Tracker / Mobile Phone Track
Proprietary and Confidential
18. From siloed repositories to anticipatory assistants
Newton Palm Telenav
Intelligence Synergy OnMyWay
1993 2009 2010
Proprietary and Confidential
20. Location-aware handsets provide context
Source: The NPD Group / Consuner Data Tracker / Mobile Phone Track
Proprietary and Confidential
21. Location-aware handsets provide context
Source: The NPD Group / Consuner Data Tracker / Mobile Phone Track
Proprietary and Confidential
22. Focus on the WAN, but much intelligence comes from LAN, PAN
4G
Wi-Fi
Bluetooth
Zigbee
zzzzzd
Proprietary and Confidential
23. NFC brings convenience to commerce, check-in, but at a price
Existing New
Infrastructure Infrastructure
Mag stripe
Readers NFC
(Square)
POS/
Realtime Cameras
Barcodes
Check
Imaging
Augmented
Reality
Send Money
Remote Apps
(PayPal,
oboPay)
Proprietary and Confidential
24. Summary
Understand whom you are targeting and what they own
Carriers play an important role
Dictate the portfolio
Control large subscriber bases
Advertise and promote
Smartphones are growing and capabilities are improving
Faster cellular access
More robust contextual awareness, local networks
How do we integrate to move beyond the PC?
Proprietary and Confidential
25. Thanks and Q&A.
Web: npdgroupblog.com
Twitter: @rossrubin
Proprietary and Confidential