Contents:

A. GENERAL TRENDS B. WIDGET MARKET DEFINITION B.1What is a mobile widget B.2What is a mobile widget platform? Device Runtime Distribution and Monetization Development Tools B.3Defining a Moving Target B.4What is not a Widget Platform On Device Portals Mobile Phone Tops B.5Types of Widget Platforms Web Widget Platforms Native Widget Platforms Specialised Widget Platforms Telecom Widget Platforms Enterprise Widget Platforms B.6Benefits and Challenges with Widget Technology Fragmentation API Standardization The OMTP and JIL Security Device Resources Evolving Web Technologies Mobile AJAX User Experience and Content Discovery Widget Development B.7Who are the Players? Software Vendors Position in the Value Chain Carriers Position in the value Chain Market Opportunity Hardware Vendors Position in the Value Chain Market Opportunity Internet, Advertising Companies & Brands Position in the Value Chain Market Opportunity B.8Strategies Business Models Via Carriers and OEMs Direct to Consumer Other Approaches Distribution Strategies Developer Recruitment Strategies Strategies to Improve Discoverability C. MARKET SIZE AND FORECASTS C.1Market Drivers Changing User Behaviour The Rise of Social Networking Mobile Advertising Opportunity Increased Competition to Provide Mobile Applications Cheaper and Unlimited Mobile Data Plans Emerging Markets Growth Barriers to Growth Lack of Significant Brand Participation Fragmentation Carriers Lack of Decisiveness C.2Forecast Methodology Primary and Secondary Sources Model C.3Market Opportunity C.4Market Size Advertising Opportunity Revenue Share Opportunity Carrier Licensing Opportunity Client Licensing Opportunity D. COMPETITIVE ENVIRONMENT D.1Substitute and Competing Technologies for Accessing the Mobile Web Native Apps On Device Portals Browsers and Mobile Optimised Websites D.2Vendor Competition Software Vendors Cross Device Presence Carrier Relationships and Installed Base Ecosystem Device Coverage and Performance Geographic Presence OEMs Palm - WebOS Nokia - WRT Motorola - WebUI Samsung Sony Ericsson Research in Motion Mid to Low-End Devices Carriers D.3User Requirements End Users Usability Configurability Responsiveness Accessibility Richness E. THE FUTURE OF THE MOBILE WIDGET MARKET E.1Short Term Catalysts E.2Widgets Place in the Market Long Term Pure-Plays Will Find Their Niche Java Based Platforms Will Not Compete High ROI for Brands Getting the Formula Right App stores will Merge F. RECOMMENDATIONS Stick to Standards Don’t Restrain Users Be Creative with Business Models Engage Mobile Media Specialists Nurture the Ecosystem G. COMPANY PROFILES G.1ACCESS Company Overview Products Strategy Business Model Customers & Users - SoftBank - NTT DoCoMo - Willcom - Samsung Strategic Outlook Competitive Advantages Competitive Challenges G.2Yahoo! Inc. Company Overview Products Blueprint Yahoo! Go Strategy Business Model Developer and Ecosystem Strategy Customers & Users Strategic Outlook Competitive Advantages Competitive Challenges G.3Opera Company Overview Product Strategy Business Model Tools and Ecosystem Development Customers & Users Strategic Outlook Competitive Advantage Competitive Challenges G.4SurfKitchen Company Overview Product Strategy Business Model Tools and Ecosystem Development Strategy Customers & Users Strategic Outlook Competitive Advantage Competitive Challenges G.5Plusmo Inc. Company Overview Product Strategy Business Model Tools and Ecosystems Development Customers & Users Strategic Outlook Competitive Advantages Competitive Challenges G.6Myriad Group Company Overview Products Mobile Software Offerings Widget Platform Strategy Competition Business Model Tools and Ecosystems development Customers & Users Strategic Outlook Competitive Advantages Competitive Challenges G.7OMTP- Open Mobile Terminal Platform Organization Overview Product BONDI Strategy Strategic Outlook Competitive Advantages Competitive Challenges G.8Joint Innovation Lab (JIL) Organisation Overview Product Strategy Business Model Customers & Users Strategic Outlook Competitive Advantages Competitive Challenges Company Overview Products Plaza Mobile Internet Strategy Business Model Developer and Ecosystem Development Strategy Customers & Users Strategic Outlook Competitive Advantages Competitive Challenges G.9Nokia Corporation Company Overview Products WidSets Web Runtime (WRT) Strategy Business model Partners and Acquisitions Developer and Ecosystem Development Strategy Customers & Users Strategic outlook Competitive advantages Competitive Challenges List of Figures Figure A-1: Accumulated Apple app store downloads, April 2009 Figure B-1: BONDI and JIL initiatives address device and network APIs Figure C-1: Diversity of iPhone apps providing a window into the mobile web Figure C-2: US mobile Internet users and penetration, 2008-20 Figure C-3: Usage of free mobile applications over time, February 2009 Figure C-4: US desktop widget and application advertising spending, 2007 & 2008 Figure C-5: Advertising revenue opportunity segmented by region, 2008-2013 Figure C-6: Widget subscription revenue share opportunity segmented by device type, 2008-20 Figure C-7: Paid-for widget revenue share opportunity segmented by device type, 2008-20 Figure C-8: Sever licence opportunity segmented by region, 2008-20 Figure C-8: Sever licence opportunity segmented by region and carrier size, 2008-2013 Figure C-10: Smartphone client licensing opportunity segmented by region, 2008-20 Figure C-9: Non-smartphone client licensing opportunity segmented by region, 2008-2013 Figure C-10: Overall client licensing opportunity segmented by device type and region, 2008-20 Figure D-1: Comparison of browsers, widgets and native apps in terms of their reach and device integration Figure D-2: The Palm Pre’s WebOS application launcher Figure E-1: The Palm Pre List of Tables Table B-1: Examples of non-widget handset solutions Table B-2: Summary of widget platform and browser vendors Table B-3: Summary of carrier widget initiatives Table B-4: Summary of handset OEM widget and app store initiatives Table C-1: Widget platform market forecast, 2008-20 Table C-2: Frequency of mobile Internet access amongst US subscribers, 2008-2009 Table C-3: Widget platform market forecast segmented by revenue source: 2008-2013 Table G-1: List of OMTP Members Table G-2: List OMTP Sponsors Table G-3: List of OMTP Advisors

Companies Mentioned

- Abaxia - ACCESS - Accuweather - Amazon - Apple - AT&T - BONDI - Capital One - Celltick - China Mobile - Cibenix - Feed Henry - Google - GooJet - Hip Logic - HTC - Joint Initiate Lab (JIL) - KDDI - LG - Microsoft - Mobui (Action Engine) - Motorola - Myriad - NellyMoser - Net Biscuits - Nokia - NTT DoCoMo - OMTP - OnSkreen - OpenWave - Opera - Orange - Palm - Pepsi - Plusmo - Qualcomm - Quattro Wireless - RIM - Samsung - SanDisk - Sharp - Snipperoo - Softbank - Sony Ericsson - Streamezzo - Sun Microsystems - SurfKitchen - Sybase iAnywhere - Telefonica - Telstra - T-Mobile - UIEvolution - uLocate - Verizon - Vodafone - Volantis - Widsets - Willcom - Yahoo! - Zumobi