|ARCchart, the wireless telecoms research and consulting firm, today announces the launch of the most comprehensive study of Symbian the smartphone operating system, and Symbian the company. The new report, Symbian Dissected, forecasts that the number of handsets shipped using the Symbian OS will rise from 10 million in 2003 to 106 million by 2008. However, Nokia will be responsible for the majority of these, both as a consequence of its own device sales, and also its user interface licensing program.|
ARCchart analyses the Symbian cost base, its four revenue streams and its future addressable market and consequent income. The report details an income projection for the business to 2008, forecasting it will reach profitability in 2005.
Nokia has become the main conduit for Symbian into the market place, and ARCchart analyses the impact of this "Nokia Effect" on the OS platform. A key feature of the Symbian OS is that it is not designed to be used out-of-the-box. Handset vendor licensees are intended to develop their own user interfaces (UIs). However, Nokia's decision to license out its Series 60 Symbian UI is providing handset vendors with a fast, effortless route into the smartphone market.
Adrian Drury, lead analyst on the report, said "Nokia's Series 60 is increasingly looking like the de facto implementation of Symbian for single-handed smartphones that make up the lion's share of the market, and Series 90 could give it control of the rest. Bottom line, this would turn Symbian into a closed, Nokia-controlled platform. It's not surprising Motorola wanted out."
In the report, ARCchart examines the economics and the industry consequences of an outright acquisition of Symbian by Nokia. Using PalmSource as a valuation proxy, the analysis indicates that the resulting license fee savings would enable Nokia to realise a return within just three years. Critically, however, ARCchart goes on to examine the negative impact on shipments of Symbian devices, and consequent growth of the Symbian ecosystem, if competitor handset vendors found themselves obliged to license both the UI and the core Symbian OS from Nokia.
ARCchart also examines its three main competitors; the Palm OS; Microsoft's Windows Mobile for Smartphone (WMS); and Linux as a basis for a proprietary smartphone OS, employing application engines such as Java or BREW. Specifically, ARCchart examines how Microsoft aims to gain market share by playing to the commoditisation trend and using ODM channels to circumvent the resistance of the established handset manufacturers.
To purchase this report, or for more information, please contact Lloyd Bevan, at +44 207 826 9000, firstname.lastname@example.org. Table of contents: http://www.arcchart.com/reports/symbian_TOC.asp. Online purchase: http://www.arcchart.com/reports/symbian.asp.