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The Implications of Google-Motorola Mobility Acquisition on the Home Media Industry

September 20, 2011 / Cindy Kuo / Han-Wei Tseng / Patrick Chan / Ya Wei Ku / Yaru Shih

12 Page, Topical Report

US$1,200 (Single User License)

Abstract

On August 15, 2011, Google announced its acquisition of Motorola Mobility for US$12.5 billion, under which Google will possess the latter's patent portfolios and production/manufacturing capacity for mobile devices. Being one of three leading set top box manufacturers, Motorola Mobility has a profound influence on the home media market and has gained good market position. The home media devices are likely to trigger a new war between Apple and Google, next to mobile devices. This report analyses the motivations behind Google- Motorola Mobility acquisition and provides insight into the short-, medium, and long-term consequences of such acquisition on the home media industry.

Table of Contents
1.Background

1.1 Purpose of the Acquisition for Google

1.2 Purpose of the Acquisition for Motorola Mobility

2.Future Strategic Scenario Analysis

2.1 Home Media Industry Development Status and Trends

2.1.1 Motorola Mobility's Effect on Video Offerings

2.1.2 Profound Changes Witnessed in the US TV Industry

2.2 Scenario One: Google to Become One Leading Core Mobile Platform Supplier for Operators

2.2.1 Android Granted Access to the Bidding Market

2.2.2 Realization of the Multiple Screens and a Cloud Concept in Households

2.2.3 Google to Secure Leading Market Position in the Home Media Market

2.3 Scenario Two: Conservative Attitudes by Operators to Delay the Realization of Synergies

3.The Short-run Effect of the Acquisition on the Home Media Industry

3.1 The Retail Market

3.2 The Bidding Market

4.Medium- and Long-run Effect of the Acquisition on the Home Media Industry

4.1 Digital TV Operators

4.2 STB Manufacturers

4.3 TV Set Manufacturers

Appendix

List of Topics

Background for Google's acquisition of Motorola Mobility, from both the perspectives of Google and Motorola Mobility

Projected development following Google's acquisition of Motorola Mobility, including two different scenarios for Google/Motorola Mobility, inclusive of short-run consequences of the acquisition from the perspectives of the retail and bidding markets; of medium- and long-run consequences from the perspectives of digital TV operators, STB manufacturers, and TV set manufactures

Companies and organizations analyzed or mentioned in the report include:

Apple, AT&T, Cisco, Comcast, DirecTV, Dish Network, Dreampark, GE, Google, Logitech, Microsoft, Motorola Mobility, NBC Universal, Pace, Samsung, Sony, SunUp, Technicolor, Time Warner Cable, Verizon

List of Figures
Figure 1 Motorola Mobility Shipment Volume and Value, 1Q 2009 ¡V 2Q 2011

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