The PC era is behind us, Microsoft was the clear winner. But how about the new “Post-PC” era, who is the winner, or maybe we can have many winners? Google as the market-share leader in the form of Android, or Apple as the profit-share leader, the mighty Samsung which seems unstoppable or is Microsoft finally turning around and taking back the enterprise in the mobile space. It’s still early on in this fight for dominance, and the weapons are manifold: patents, marketing, tech specs, FUD, eco-systems, cloud, AI, customer data, apps and of course money. And what is the next big thing? The smartphones and tablets was just the beginning, will wearables and IoT be the next step, how about robotics? And how long until we reach the singularity? Many questions, hopefully some answers or at least a discussion about the current state and a possible future.

1. dev:mobile 2014
Conny Svensson
c.svensson@cgi.com, @connysvensson
A story about giants, tactics and what’s next

2. - The Giants
- The Tactics
- The Outcome
- What Lies Ahead

3. Chapter I
- The Giants

4. https://www.worldpayzinc.com/tech-wealth/

6. How do they perceive themselves?
!
Imagine, we can do everything!

7. How do they make their money?
!
Selling hardware
≈85%

9. Samsung de-Googlefied

10. “Samsung's business strategy detailed:
Copy, counter-sue, and delay”
— Vanity Fair, June 2014

12. How do they perceive themselves?
!
Devices and Services company

13. How do they make their money?
!
Selling software
≈85%

15. “A company that feels it has reached its goal
will quickly stagnate and lose its vitality.”
— Ingvar Kamprad, Founder of IKEA

16. Microsoft’s share of the personal computing market

17. Ballmer’s legacy

18. Microsoft's new strategy
From Software to Devices and Services
From Divisional to Functional

19. “Mobile first, cloud first”
— Satya Nadella, CEO of Microsoft

22. How do they perceive themselves?
!
The intersection of technology and liberal arts

23. How do they make their money?
!
Selling hardware
≈90%

24. “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

25. Trouble in paradise?

26. Apple board “concerned” over speed
of innovation under Tim Cook

29. How do they perceive themselves?
!
Research lab for mankind

30. How do they make their money?
!
Selling ads
>90%

31. “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

32. !
Flatten
!
Expand
!
Mine

33. “Mobile is dead”
— Matias Duarte, Head of design Android

34. “Phones would be better if we
didn’t have to carry them around.”
— Astro Teller, Head of Google X

35. Chapter II
- The Tactics

36. Advertisement

38. Terminal Samsung Galaxy S5
Heathrow’s Terminal 5 gets a name change

41. Patents

43. “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

46. “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

47. Acquisitions

49. Google bought Motorola for $12.5B, sold it
for $2.9B, and called the deal “a success”
— Forbes

50. Google buys Nest for 3.2 billion dollars. Nest
CEO is Tony Fadell, the father of the iPod.

51. Microsoft buys Nokia for 7.2 billion dollars.
They now compete with their partners.

52. Apple is rumored to buy beats for 3.2 billion
dollars. Dr Dre and Jimmy Lovine included.

53. Headquarters

56. Services & Platforms

57. 2000
2008
2016
2024
Distribution of profit by era

61. Chapter III
- The Outcome

62. Marketshare

63. 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

64. Smartphone OS shipments worldwide
0
22,5
45
67,5
90
2007 2008 2009 10Q110Q210Q310Q411Q111Q211Q311Q412Q112Q212Q312Q413Q113Q213Q3
Android iOS Microsoft Blackberry Bada Symbian

65. 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

66. 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

67. Profits

68. Revenue and profits FY2013
0
75000
150000
225000
300000
Apple Samsung Microsoft Google Amazon eBay Yahoo Facebook Twitter
−645
1 5004802 856745
12 214
21 86328 576
37 037
666
7 8724 680
16 047
74 452
59 825
77 849
214 968
170 910
Revenue Profit in million USD

69. 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

70. Brand

71. Global 500 2014 - Most valuable brands

72. J.D. Power 2013 Smartphone Satisfaction Study

73. Developers

74. “Developers, developers, developers”
— Steve Ballmer, Former CEO of Microsoft

79. Chapter IV
- What lies ahead

81. Motorola’s Moto 360 based
on Android Wear

82. 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

84. “The singularity is near”
— Ray Kurzweil, Director of Engineering Google

85. 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.

86. 1 million neurons and billions of synaptic connections

87. Google’s robot army
• Schaft Inc.
• Industrial Perception, Inc
• Redwood Robotics
• Meka Robotics
• Holomini
• Bot & Dolly
• Boston Dynamics
• DeepMind Technologies
• DNNresearch

89. Russian armed automatic robot guard

90. Cuba, Pakistan, Egypt, Ecuador, and
the Vatican backed a lethal autonomous
weapons ban at the UN; the other 82
countries wasn't sure.

93. Thanks!
“The future's not set.
There's no fate but what
we make for ourselves”
— John Connor, Terminator