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
|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||
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。
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.
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.
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.
Steve Balacco - Practice Director.
Christopher Rommel- Senior Analyst.
Jared Weiner - Analyst.