Berikut adalah memo untuk karyawannya dari boss Nokia yang cukup mengagetkan:

Pada tahun 2008, Apple market share pada device USD 300+ adalah 25% dan pada 2010 sudah mencapai 61%. Apple menikmati pertumbuhan yang luar biasa dengan pendapatan tumbuh 78%. Apple membuktikan bahwa jika design bagus dengan pengalaman penggunaan yang baik maka developers akan membuat aplikasi dan konsumen akan membeli produk tersebut. Apple merubah industri dan per hari ini, Apple menguasai high-end device.

Perlombaan sekarang berubah pada ekosistem dimana ekosistem ini mencakup hadrware, software, developers, application, ecommerce, advertising, search, social, location based service, unified comunication dan lain sebagainya. Kompetitor Nokia tidak mengambil market Nokia dengan device nya, tapi mengambil market dengan ecosystem mereka. Artinya, Nokia harus memutuskan apakah akan membuat ecosystem baru atau bergabung dengan ecosystem yang ada.

Banyak pengamat yang menilai bahwa Nokia akan bergabung dengan Windows phone 7 ecosystem.

Waduh… gimana nih kira-kira? Kalau Windows phone 7 nya sukses, Nokia keliatannya akan menikmatinya juga. Kenapa ngga Android ya yang jelas-jelas sudah terbukti market nya besar.

English (original version):

In 2008, Apple’s market share in the $300+ price range was 25 percent; by 2010 it escalated to 61 percent. They are enjoying a tremendous growth trajectory with a 78 percent earnings growth year over year in Q4 2010. Apple demonstrated that if designed well, consumers would buy a high-priced phone with a great experience and developers would build applications. They changed the game, and today, Apple owns the high-end range.

Elop acknowledges that even though the original iPhone launched in 2007, Nokia does not yet have a product that is close to that experience. While they have been working to innovate, they fell behind and missed big trends.

The battle of devices has now become a war of ecosystems, where ecosystems include not only the hardware and software of the device, but developers, applications, ecommerce, advertising, search, social applications, location-based services, unified communications and many other things. Our competitors aren’t taking our market share with devices; they are taking our market share with an entire ecosystem. This means we’re going to have to decide how we either build, catalyse or join an ecosystem.