In 2006, Barcelona held for the first time the Mobile Congress. At that edition the CEOs from VODAFONE, TELEFÓNICA, MOTOROLA, NOKIA and MICROSOFT were the keynote speakers. Those companies reflected to some extent the mobile industry value chain in 2006, accounting for an aggregated market value capitalization of more than $600B. Only six years later, that market capitalization has decreased to $500B.
The handset manufacturers, NOKIA and MOTOROLA, account for the decrease of $100B, while MICROSOFT and the telcos have similar valuations than six years ago. There is no doubt, that those figures reflect the deep transformation and the redefinition of the mobile industry value chain, with two new players in the scene: APPLE and GOOGLE with a combined valuation of $672B. Next week, it will take place the Mobile World Congress in Barcelona under the leitmotiv “REDEFNING MOBILE”. What shall we expect for the next six years?