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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

Twitter

Facebook

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]