Yes- the open platform of Android is killing it.  This is just in track with my prediction.  Mobile will “touch everything”.  From traditional media, retail, consumer products, auto’s, etc.. etc… Apple’s model is just not one to scale. Scale is created when every major manufacturer uses your system to build product and Google has achieved that.  Even with Nokia’s move to MSFT, they will get a smaller market spot then what Google has achieved overnight.  Can Nokia-Msft convince carriers from shipping Android and have them move to this new dynamic duo?

Google seems to have the momentum at this point.

We have entered 2011 and I have to say the first decade did fly by rather quickly for us in the mobile industry.   I am a big fan of JWT and their things to watch deck.  I thought I would share it and highlight the top 10 in my mind for those realigning and creating a  mobile strategy this year.

About 3 months ago we were all saying the Smartphone market size was about 20~25%.  Now in a recent release by Nielsen, they show the US Smartphone market approaching 30% ( 1/3rd the market).  We are looking like we are on track to hit the 50%  by the end of 2011….. Big changes in 2011 for smartphones and mobile with the Media Tsunami now here! Lets all hope the Carriers get the new LTE roll-out right and on-schedule.

Based on the latest stats on the  market share published by Gartner of the different device manufacturers and platforms, it is clear that Nokia, Apple and Google all have similar momentum and are growing quite steadily.  Today about 20+% of the entire market is based on Smartphones and it has been published that by 2012 more then 50% of the US  Market will be Smart phones.     From all the media, one would think that iPhone and Android would be overtaking Nokia and that Android would be overtaking Apple.   From the extrapolated data, the growth along the same line for the last year shows this is not the case.  Nokia, Apple and Google all seem to have similar growth paths.  As we do know there are more and more devices choosing Android as the platform, there is some strong momentum in the Android camp that is positive accelloration of device penetration.

With this all said, one of the biggest problems Nokia has is in its Market Share in North America.  Nokia has almost become invisible to developers and users of smartphones, and there is a risk that if Nokia does not make some positive inroads here, the effects could be critical.

What is also interesting is that RIM does not seem to have the growth curve like Nokia, Apple and Google ( NAG).  Again through the extrapolation of the growth lines of the different companies,  Apple should pass RIM in Q1 2011, and Android should pass RIM in Q1 2013.  Given this is still 3 years away, it shows RIM strong position today and an opportunity to change this course.  Depending on how Apple releases product through other carriers and its iPhone 4.0 release in the next several weeks, we may even see Apple pass RIM by the end of the year.

During Q1 of this Year, Nokia maintained it leadership in position and scale. The Company added close to 13M new device sales since 1 year earlier.  That is ramping up over 1M new units to ship per month or increasing the volume shipped of 33,000 per day.  For Nokia this is the increase per day, where as Google is shipping in its entirety 100,ooo Units per day.  This is  quite a big change as well, since at CTIA in March they announced the 60,000 Units per day.

As for Smartphone sales,  Symbian still leads the pack as 2.5X greater then the next player- RIM, 3x greater then Apple (iPhone) and 5x greater then Google ( Android).  The volumes for Symbian continue to show phenomenal growth even though the total market share went from 49% down to 44%.