Morgan Stanley's latest Mobile Internet report is ambitious. It says material wealth creation / destruction should surpass earlier computing cycles and that the mobile Internet cycle, the 5th cycle in 50 years, is just starting. Winners in each cycle often create more market capitalization than in the last. New winners emerge, some incumbents survive – or thrive – while many past winners falter.
Below are the winners, also rans and losers in the race, according to Morgan Stanley, which makes for very interesting reading. Intel and Samsung are winners, Nokia is challenged and Marvell is unclear.
The mobile Internet is also ramping faster than desktop Internet did, and Morgan Stanley believes more users may connect to the Internet via mobile devices than desktop PCs within 5 years.
The idea behind this Blog is that small multimedia devices will eventually overtake the laptop computer as the dominant computing platform, which is a fundamental shift in the industry. This requires key changes in the technology and development, from battery life, chipsets, displays and applications,as well as the high speed, always on, always available, network connections. This means bringing together IP vendors, chipset designers, equipment makers, screen providers, battery companies, middleware, operating system, application software and network operators. No other publication does this, as they are each focussed on a particular area. This is is not a gadget site. With the Portable Multimedia Blog, the factors influencing the chipset design are available to the network operator to plan the next generation of services, while the operator requirements are clear to the operating system and chipset supplier.
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