A story about giants, tactics and what’s next
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Transcript of A story about giants, tactics and what’s next
dev:mobile 2014Conny Svensson [email protected], @connysvensson
A story about giants, tactics and what’s next
- The Giants- The Tactics- The Outcome- What Lies Ahead
Chapter I
- The Giants
https://www.worldpayzinc.com/tech-wealth/
How do they perceive themselves? !
Imagine, we can do everything!
How do they make their money? !
Selling hardware
≈85%
Samsung de-Googlefied
“Samsung's business strategy detailed: Copy, counter-sue, and delay” — Vanity Fair, June 2014
How do they perceive themselves? !
Devices and Services company
How do they make their money? !
Selling software
≈85%
“A company that feels it has reached its goal will quickly stagnate and lose its vitality.” — Ingvar Kamprad, Founder of IKEA
Microsoft’s share of the personal computing market
Ballmer’s legacy
Microsoft's new strategy
From Software to Devices and Services
From Divisional to Functional
“Mobile first, cloud first” — Satya Nadella, CEO of Microsoft
How do they perceive themselves? !
The intersection of technology and liberal arts
How do they make their money? !
Selling hardware
≈90%
“Our goal isn’t to make money. Our goal absolutely at Apple is not to make money. It may sound a little flippant, but it’s the truth.” — Jonathan Ive, SVP Design at Apple
Trouble in paradise?
Apple board “concerned” over speed of innovation under Tim Cook
How do they perceive themselves? !
Research lab for mankind
How do they make their money? !
Selling ads
>90%
“If you're changing the world, you're working on important things. You're excited to get up in the morning.” — Larry Page, CEO at Google
!
Flatten !
Expand !
Mine
“Mobile is dead” — Matias Duarte, Head of design Android
“Phones would be better if we didn’t have to carry them around.” — Astro Teller, Head of Google X
Chapter II
- The Tactics
Advertisement
Terminal Samsung Galaxy S5 Heathrow’s Terminal 5 gets a name change
Patents
“I’m going to destroy Android, because it’s a stolen product. I’m willing to go thermonuclear war on this.” — Steve Jobs, Founder and former CEO at Apple
“Apple and Google have agreed to dismiss all the current lawsuits that exist directly between the two companies. Apple and Google have also agreed to work together in some areas of patent reform.” — Wall Street Journal, May 16 2014
Acquisitions
Google bought Motorola for $12.5B, sold it for $2.9B, and called the deal “a success” — Forbes
Google buys Nest for 3.2 billion dollars. Nest CEO is Tony Fadell, the father of the iPod.
Microsoft buys Nokia for 7.2 billion dollars. They now compete with their partners.
Apple is rumored to buy beats for 3.2 billion dollars. Dr Dre and Jimmy Lovine included.
Headquarters
Services & Platforms
2000
2008
2016
2024
Distribution of profit by era
Chapter III
- The Outcome
Marketshare
Phone vendor shipments worldwide
0
10
20
30
40
10Q1 10Q2 10Q3 10Q4 11Q1 11Q2 11Q3 11Q4 12Q1 12Q2 12Q3 12Q4 13Q1 13Q2 13Q3
Samsung Nokia Apple ZTE LG Sony
Smartphone OS shipments worldwide
0
22,5
45
67,5
90
2007 2008 2009 10Q110Q210Q310Q411Q111Q211Q311Q412Q112Q212Q312Q413Q113Q213Q3
Android iOS Microsoft Blackberry Bada Symbian
Mobile web browsing worldwide
0
12,5
25
37,5
50
aug-12 sep-12 okt-12 nov-12 dec-12 jan-13 feb-13 mar-13 apr-13 maj-13 jun-13 jul-13 aug-13 sep-13 okt-13 nov-13 dec-13 jan-14 feb-14 mar-14 apr-14 maj-14
Android iOS Series 40 Symbian Bada BlackBerry Windows Phone
Mobile web browsing Sweden
0
20
40
60
80
aug-12 sep-12 okt-12 nov-12 dec-12 jan-13 feb-13 mar-13 apr-13 maj-13 jun-13 jul-13 aug-13 sep-13 okt-13 nov-13 dec-13 jan-14 feb-14 mar-14 apr-14 maj-14
iOS Android Windows Phone Symbian Series 40 BlackBerry Bada
Profits
Revenue and profits FY2013
0
75000
150000
225000
300000
Apple Samsung Microsoft Google Amazon eBay Yahoo Facebook Twitter
−6451 5004802 856745
12 21421 86328 57637 037
6667 8724 68016 047
74 45259 825
77 849
214 968
170 910
Revenue Profit in million USD
Profits Q1 2014 phone vendors
0
2500
5000
7500
10000
Apple Samsung Sony LG HTC Blackberry Motorola Nokia
−425−196−156−68−8−3
6 070
9 644
Profit in million USD
Brand
Global 500 2014 - Most valuable brands
J.D. Power 2013 Smartphone Satisfaction Study
Developers
“Developers, developers, developers” — Steve Ballmer, Former CEO of Microsoft
Chapter IV
- What lies ahead
Motorola’s Moto 360 based on Android Wear
What do these people plan to do?• Michael O’Reilly — Chief medical officer, Masimo • Marcelo Lamego — Chief technology officer, Cercacor • Ravi Narasimhan — Vice president of biosensor technology, Vital Connect • Nima Ferdosi — Embedded sensors expert • Nancy Dougherty — Wearable sensors expert, Sano Intelligence • Todd Whitehurst — VP of a glucose monitoring product, Senseonics Inc, • Divya Nag — Founder of StartX Med and Stem Cell Theranostics • Dr. Roy J.E.M. Raymann — Dutch Society for Sleep-Wake Research • Paul Deneve — CEO, French fashion label Saint Laurent • Angela Ahrendts — CEO, British fashion label Burberry
“The singularity is near” — Ray Kurzweil, Director of Engineering Google
Within a quarter century, nonbiological intelligence will match the range and subtlety of human intelligence. It will then soar past it because of the continuing acceleration of information-based technologies, as well as the ability of machines to instantly share their knowledge.
1 million neurons and billions of synaptic connections
Google’s robot army• Schaft Inc. • Industrial Perception, Inc • Redwood Robotics • Meka Robotics • Holomini • Bot & Dolly • Boston Dynamics • DeepMind Technologies • DNNresearch
Russian armed automatic robot guard
Cuba, Pakistan, Egypt, Ecuador, and the Vatican backed a lethal autonomous weapons ban at the UN; the other 82 countries wasn't sure.
Thanks!
“The future's not set. There's no fate but what we make for ourselves” — John Connor, Terminator