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Smartphones,newsconsumptionandprintcirculation
Platformwarsandnews
BenedictEvans/[email protected]/@benedictevans
March2012
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Theopeningbattleground
Smartphones,newsconsumptionandprintcirculation,March2012 2
Apple9%
Android13%
Microsoft0%
Symbian5%
RIM2%
Non-smart71%
Mobilehandsetvolumes(m),Q42011
[Source:Apple,Google,Nokia,RIM,EndersAnalysis]
Mac5%
iPad13%
Androidtablets
6%
WindowsPCs
76%
CombinedPC&tabletvolumes(m),Q42011
[Source:Apple,Gartner,EndersAnalysis]
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Thepost-PCage?
Smartphones,newsconsumptionandprintcirculation,March2012 3
0
20
40
60
80
100
120
140
Jun-09 Sep-09 Dec-09 Mar-10 Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sep-11 Dec-11
PCversussmartphone:quarterlyunitshipments(m)
Smartphones PCs Tablets[Source:EndersAnalysis,Gartner]
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Theecosystemwars
Smartphones,newsconsumptionandprintcirculation,March2012 4
0
10
20
30
40
50
60
Mar-09 Jun-09 Sep-09 Dec-09 Mar-10 Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sep-11 Dec-11
Globalquarterlysmartphoneunitsales(m)
Nokiasmartphones iPhone Android(e) RIM[Source:Apple,Nokia,RIM,EndersAnalysis]
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AppleandAndroidaresellingtodifferentcustomers
Smartphones,newsconsumptionandprintcirculation,March2012 5
0
10
20
30
40
50
60
70
0 100 200 300 400 500 600 700 800
Unitssol
d(m)
ASP($)
Q42011globalsmartphone&tabletperformance
iPhone Android iPad Androidtablets(premium) RIM Nokiasmart iPodTouch*October:Bubblesize=revenue[Source:Companies,EndersAnalysis]
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Polarisationofthebroaderhandsetmarket
Smartphones,newsconsumptionandprintcirculation,March2012 6
0
20
40
60
80
100
120
140
0 100 200 300 400 500 600 700 800
Unitsshipped(m)
ASP($)
Q42011globalmobilehandsetbusiness
Nokia Samsung Motorola LG HTC iPhone RIM SonyEricsson Other Bubblesize=revenue[Source:Companies,EndersAnalysis]
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Tabletspowerahead
Smartphones,newsconsumptionandprintcirculation,March2012 7
0
5
10
15
20
25
30
Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sep-11 Dec-11
Quarterlytabletunitsales(m)
iPad Android(premium) Android(basic) KindleFire[Source:Apple,Google,Amazon,EndersAnalysis]
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UKpresscirculation
Smartphones,newsconsumptionandprintcirculation,March2012 8
50
60
70
80
90
100
110
1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010
UKpresscirculation(indexed)
Dailynationalnewspapers Sundaynationalnewspapers Regionalnewspapers B2Cmagazines
[Source:EndersAnalysis,ABC,WARC]
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Newroutestomarket:iOS
Smartphones,newsconsumptionandprintcirculation,March2012 9
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Newroutestomarket:Windows8?
Smartphones,newsconsumptionandprintcirculation,March2012 10
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Tabletsandconsumption
Smartphones,newsconsumptionandprintcirculation,March2012 11
Yes,andIreadtheprintversionslessfrequently
asaconsequence21%
Yes,andIreadtheprintversionsthesame
amountormorethan
before
15%
Yes,andIdidnotreadtheprintversions
previously
9%
Donotreadnewspapersor
magazinesontablet55%
Tabletconsumptionofnewspapers/magazines
Base:thosewhocurrentlyownatablet[Source:EndersAnalysis/TNS-RIsurveyApril2011]
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Reading,butreadingwhat?
Smartphones,newsconsumptionandprintcirculation,March2012 12
Sofa
Books
Newspapers
Magazines
TV
Study
Web
Sofa
Books
Newspapers
Magazines
TV
Web
Newsapps
Magazineapps
Blogs
RSS
Ebooks
TheiPadeffect
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Thedeeperproblem
Smartphones,newsconsumptionandprintcirculation,March2012 13
0
50
100
150
200
250
300
350
400
450
500
FTOnline WSJOnline TimesOnline UKqualitydaily TheDaily UKpopulardaily
Averageannualrevenueperreader()
Sales Advertising [Source:Companies,WARC,EndersAnalysis]