表紙
市場調査レポート

組込みソフトウェア&ツール:モバイルオペレーティングシステムのサービス市場

Mobile Operating Systems: Embedded Software Engineering Market Technologies & Statistics

発行 VDC Research Group, Inc. 商品コード 232072
出版日 ページ情報 英文 73 Pages, 17 Exhibits
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=102.12円で換算しております。
Back to Top
組込みソフトウェア&ツール:モバイルオペレーティングシステムのサービス市場 Mobile Operating Systems: Embedded Software Engineering Market Technologies & Statistics
出版日: 2011年07月31日 ページ情報: 英文 73 Pages, 17 Exhibits
概要

当レポートでは、VDC Research Groupによる徹底した調査情報サービス、『2011 Embedded Software & Tools Market Intelligence Service(2011年版 組込みソフトウェア&ツール市場情報サービス)』の一環として、モバイルオペレーティングシステムに携わる組込みソフトウェアやツールのサプライヤーおよびステークホルダーの皆様に、価値提案やソリューション開発などの活動を研ぎ澄ますための産業動向ニュースや最新市場データを、概略以下の構成でお届けします。

エグゼクティブサマリー

  • 市場概要
  • 市場の推定・予測数値
  • サマリーと所見

調査の範囲と方法

  • VDC調査の範囲
  • 範囲
  • 方法
  • 定義

市場概要

  • 激しい競争で育成される迅速な技術革新
  • モバイルOS技術の粋を集めたスマートフォン、しかし競合機器も新技術推進へ

戦略課題、トレンド、および市場推進要因

  • 多様なOS戦略でリスクを分散するOEM
  • モバイルエコシステム全般にわたって参加者に影響を与えるAndroidの台頭
  • モバイルデバイスの複雑性増大に伴って拡大する本格的OSの利用
  • 技術サポートの存在がモバイルデバイス用OSの選定方法の向上に寄与
  • モバイル開発プロジェクトに見る組込み仮想化ソリューション実現に向けた発展推進の可能性
  • 独立系ソフトベンダー(ISV:Independent Software Vendor)のモバイル収益拡大に貢献が期待される仮想化およびセキュリティ問題
  • マルチコアプロセッサー採用拡大で、デバイスの複合化が実現
  • スマートフォンやタブレットユニットの出荷数拡大に貢献するアプリストアの取引量
  • 2011年中にiOSを抜くと見られるAndroidユニットの出荷数
  • Android ユニットの出荷数拡大に拍車をかける広範な業界コラボレーション
  • iOSの出荷数を支えるiPadとVerizon iPhoneの発売
  • QNX技術をあてにするRIMが、再度BlackBerryデバイスに関心
  • NokiaのWindows Phone 7移行に伴って激減するSymbianの出荷数
  • 市場力学に多大な影響を与える可能性を持つSamsungのbada OS
  • 商業市場に向けられた組込みモバイルOSの推進・抑制要因

市場のセグメンテーションと推定・予測数値

  • 市場成長を推進するWindows Phone 7、Android関連の専門サービス
  • Windows Phone 7が勢いを得るにつれて増大する生産ライセンス収益
  • Android - 期待される専門サービス発展の背景にある推進ファクター
  • MicrosoftによるNokiaとの協定で加速する欧州・中東・アフリカ市場への移行
  • 医療機器の機動性増大によって加速する南北アメリカ市場の成長
  • 市場成長を支えるモバイルフォン産業
  • 産業オートメーションセグメントの成長に歩調を合わせるWindows Embedded Handheld
  • 垂直市場の成長を促すWindows Embedded HandheldおよびOS Ready

競合分析および位置関係

  • Microsoftの圧倒的市場シェア1位は不動
  • Microsoftモバイル戦略の要はNokia、Skypeとの取引
  • 専門知識の活用からモバイル収益拡大を目指すGreen Hills
  • Android関連サービス導入でモバイル事業育成に貢献する従来型リアルタイムオペレーティングシステム(RTOS)ベンダー
  • Mentor Graphicsのモバイル戦略の中心に位置する企業買収
  • Microsoftの主戦場は、元来商業OS市場を越えた場所にある

サマリーと所見

  • ISVはOEMによる新市場へのAndroid投入を可能にするべき
  • 開発者コミュニティは、モバイルOSの広範な普及にやはり不可欠な存在
  • 著作権の表示

付録

目次

Intense competition fostering fast-paced innovation

The market for mobile devices has continued to expand and evolve in recent years, with end-user demand for mobile form factors driving innovation from OEMs, hardware and software vendors, carriers, developers, and other participants across the mobile device ecosystem.

Nowhere has this demand and innovation been monitored and analyzed more closely than in the mobile phone industry, where increasing data connectivity speeds have amplified the use of smartphonesand in turn improved the ability of consumers and enterprise customers to access rich data almost anywhere. Competition in this space is as intense as it has ever been, with consumers and analysts alike following every major move of competitors such as Apple, Google, Microsoft, Research In Motion (RIM), and others. As consumers continue to transition to smartphonesfrom low-end voice or feature phones, the functionality and capabilities of smartphoneplatforms have become increasingly important. OS selection factors as leading manufacturers battle for consumer and developer attention and seek to seize shares of a decidedly expanding pie.

For end users, the result has been a rapidly expanding selection of cutting edge mobile devices, each seemingly equipped with a faster processor, larger screen, better camera, and superior software than the last. With high-end users continuing to pay premiums to adopt the latest and greatest devices delivered by OEMs, surging revenues and high margins around these products have helped fuel OEMs' ability to also introduce entry-level smartphonesto the market.

The continued emergence of these lower-end devices is expected to significantly bolster smartphoneOS unit sales, shipping in high volumes to emerging markets and representing an attractive option for other cost-conscious mobile users.

While the smartphone(and perhaps now the tablet) may be the most widely discussed mobile device, end-user demand for mobility spans a variety of vertical markets, extending from portable glucose meters and oximetersto mobile point-of-sale devices, barcode readers, and beyond. Responding to this demand, semiconductor suppliers and other hardware vendors have introduced innovations and other improvements to processors, data storage capacity, screen size and resolution, still/video cameras, and many other mobile device components.

With other requirements for these devices . battery life, graphics, performance, etc. . continually increasing, the need for robust operating systems to manage these requirements has also risen, with OEMs often looking to the OS to provide the device's key differentiating features. The ability of ISVs to quickly respond to end user demands has been key to establishing and maintaining revenue streams in this fast-paced environment.

Considering the increased competition expected from Android and other open source platforms in traditional embedded applications, embedded/RTOS suppliers must continue to aggressively provide innovative mobile solutions to maintain success in this space.

Strategic Issues, Trends & Market Drivers

OEMs hedging bets with diverse OS strategies

As the smartphoneOS battle continues to intensify, independent device manufacturers such as HTC, LG, and Samsung have avoided committing their entire mobile roadmap to a single platform, instead opting for dual strategies centered around Android and Windows Phone 7. In the case of Samsung, this strategy has been extended to include bada, its own Linux-based, in-house developed OS primarily targeted at entry-level smartphones.

The decision by these OEMs to adopt multiple OSs has helped to shield them from much of the volatility that has negatively impacted the revenue and market shares of Nokia and RIM, which have relied almost exclusively on Symbianand BlackBerry OS, respectively. In a fast-paced market where mobile platforms can quickly rise to prominence or fade into obscurity, VDC expects OEMs to continue to develop Android- and Windows Phone 7-based devices for as long as both platforms remain viable in the market. This lack of exclusivity with a single platform enables OEMs to reach a wider range of potential users, while also providing the flexibility to adopt additional platforms, should another compelling alternative gain momentum. Additionally, this strategy also helps insulate OEMs from the impact of a single platform's failure.

Furthermore, responses to VDC's 2011 Embedded Engineering Survey illustrated that embedded engineering organizations were also reluctant to fully commit to a single mobile platform, with nearly 50% of engineers developing mobile phones and more than 72% of those working on other types of mobile devices indicating that their company considers OS selection on a project-by-project basis. For ISVs, this demonstrates the importance of introducing frequent OS updates to avoid losing business to platforms with newer innovative features.

Market Segmentation, Estimates & Forecasts

Windows Phone 7, Android-related professional services expected to drive market growth

Organic growth impacting the commercial market for mobile operating systems has been generated by increasing demand for mobile form factors in a variety of vertical market applications. However, this growth was more than offset in 2010 by a decline in mobile revenue from Microsoft, which experienced a challenging year as it transitioned from Windows Mobile to Windows Phone 7 in the smartphonespace.

VDC expects this market to rebound and expand by more than 20% per year through 2013, a growth rate linked primarily to Microsoft licensees' continued rollout of Windows Phone 7-based devices. This rollout, of course, should be bolstered by the deal struck between Microsoft and Nokia. With Nokia's shipments of Windows-based phones expected to begin in late 2011, this relationship is likely to have a marked impact on growth within this market by 2012.

The proliferation of Android-based development projects is also anticipated to drive growth within this market, with many of the leading traditional embedded/RTOS vendors .Wind River, Enea, MontaVistaSoftware, and others .leveraging their mobile expertise to bring Android-related professional services and support to their customers. These targeted solutions are likely to become particularly impactful toward the end of the forecast period, as Android becomes increasingly deployed in device classes beyond phones, often requiring significant software repurposing and customization.

About the Team

Steve Balacco - Practice Director.

Christopher Rommel- Senior Analyst.

Jared Weiner - Analyst.

Table of Contents

Executive Summary

  • Page 8. Market Overview
  • Page 9. Market Estimates & Forecasts
  • Page 10. Summaries & Observations

Scop. & Methodology

  • Page 12. Scope of VDC's research
  • Page 13. Scope
  • Page 14. Scope
  • Page 15. Methodology
  • Page 16. Definitions
  • Page 17. Definitions
  • Page 18. Definitions
  • Page 19. Definitions

Market Overview

  • Page 21. Intense competition fostering fast-paced innovation
  • Page 22. Smartphones on the cutting edge of mobile OS technology, but other devices also driving innovation

Strategic Issues, Trends & Market Drivers

  • Page 24. OEMs hedging bets with diverse OS strategies
  • Page 25. Android's rise impacting participants across the mobile ecosystem
  • Page 26. Use of formal operating systems increasing along with mounting complexity of mobile devices
  • Page 27. Availability of technical support driving OS selection process for mobile devices
  • Page 28. Mobile development projects may drive growth for embedded virtualization solutions
  • Page 29. Virtualization, security concerns expected to help fuel ISVs' mobile revenue growth
  • Page 30. Increasing adoption of multicore processors enabling device complexity
  • Page 31. App store volumes helping to drive smartphone and tablet unit shipments
  • Page 32. Android unit shipments expected to surpass iOS in 2011
  • Page 33. Broad industry collaboration powering acceleration of Android unit shipments
  • Page 34. Shipments of iOS bolstered by the introduction of the iPad and Verizon iPhone
  • Page 35. RIM counting on QNX technology to reinvigorate interest in BlackBerry devices
  • Page 36. Unit shipments of Symbian expected to decrease dramatically as Nokia moves to Windows Phone 7
  • Page 37. Samsung's bada OS may significantly impact market dynamics
  • Page 38. Drivers / inhibitors to commercial market for embedded mobile operating systems

Market Segmentation, Estimates & Forecasts

  • Page 40. Windows Phone 7, Android-related professional services expected to drive market growth
  • Page 41. Revenue from production licenses to increase as Windows Phone 7 gains momentum
  • Page 42. Android a driving factor behind projected professional services growth
  • Page 43. Microsoft's agreement with Nokia driving shift toward EMEA
  • Page 44. Increasing mobility of medical devices helping to fuel growth in the Americas
  • Page 45. Mobile phone industry driving market growth
  • Page 46. Windows Embedded Handheld pacing growth in the industrial automation segment
  • Page 47. Windows Embedded Handheld, POS Ready propelling vertical market growth

Competitive Analysis & Position

  • Page 49. Microsoft retains overwhelming share lead
  • Page 50. Deals with Nokia, Skype central to Microsoft's mobile strategy
  • Page 51. Green Hills leveraging security expertise to target mobile revenue growth
  • Page 52. Traditional RTOS vendors deploying Android-related services to grow mobile business
  • Page 53. Acquisitions central to Mentor Graphics' mobile strategy
  • Page 54. Microsoft's main competition stems from competitors beyond the commercial OS market.

Summaries & Observations

  • Page 56. ISVs should enable OEMs to bring Android to new markets
  • Page 57. Developer community expected to remain vital to widespread mobile OS adoption
  • Page 58. 2011 Notice of Copyright

Appendix

  • Vendor Profiles

LIST OF EXHIBITS

2011 Mobile OS

  • Exhibit IV-1. Respondent's Company Approach to Selecting an Embedded/Mobile OS (Percent of Respondents)
  • Exhibit IV-2. Type of Operating System(s) Used on Target Embedded System on Previous Mobile Project, Current Mobile Project & Expected to be Used on Next Mobile Project (Percent of Respondents, N = 55)
  • Exhibit IV-3. Importance of Embedded Operating System Characteristics during OS Selection for Current Mobile Device Project (Percent of Respondents, N = 50)
  • Exhibit IV-4. Types of Security Issues that are Important (Percent of Respondents)
  • Exhibit V-5 . espondents' Familiarity with the Concept of Virtualization for Mobile/Embedded Systems (Percent of Respondents)
  • Exhibit IV-6. Importance of Security for the Device/System under Development (Percent of Respondents)
  • Exhibit IV-7. Processing Architecture Used on the Current Project (Percent of Respondents)
  • Exhibit IV-8. Worldwide Market Share of Mobile Application Operating Systems Primarily Targeted for Mobile Phones, Segmented by Leading Platforms (Percent of Shipments)
  • Exhibit IV-9. Worldwide Unit Shipments of Mobile Application Operating Systems Primarily Targeted for Mobile Phones, Segmented by Leading Platforms (Millions of Units)
  • Exhibit V-1 . orldwide Shipments of Embedded Mobile Operating Systems & Related Services Through 2013 (Millions of Dollars)
  • Exhibit V-2 . orldwide Shipments of Embedded Mobile Operating Systems & Related Services, Segmented by Product Category (Percent of Dollars)
  • Exhibit V-3 . orldwide Shipments of Embedded Mobile Operating Systems & Related Services, Segmented by Product Category; 2010-2013 (Millions of Dollars)
  • Exhibit V-4 . orldwide Shipments of Embedded Mobile Operating Systems & Related Services, Segmented by Geographic Region (Percent of Dollars)
  • Exhibit V-5 . orldwide Shipments of Embedded Mobile Operating Systems & Related Services, Segmented by Geographic Region; 2010-2013 (Millions of Dollars)
  • Exhibit V-6 . orldwide Shipments of Embedded Mobile Operating Systems & Related Services, Segmented by Vertical Market (Percent of Dollars)
  • Exhibit V-7 . orldwide Shipments of Embedded Mobile Operating Systems & Related Services, Segmented by Vertical Market; 2010-2013 (Millions of Dollars)
  • Exhibit VI-1. Worldwide Shipments of Embedded Mobile Operating Systems & Related Services, Segmented by Leading Vendors (Percent of Dollars)

VENDOR PROFILES

  • Apple, Inc.
  • ARM
  • ENEA
  • Express Logic, Inc.
  • Green Hills Software LiMo Foundation
  • Mentor Graphics Microsoft Corporation
  • MontaVista Software, LLC Motorola, Inc.
  • Nokia Corporation Open Handset Alliance (OHA)
  • Research In Motion (RIM) Wind River
Back to Top