Analyst Note: The Solana Mobile Stack

Key Insights

• Infrastructure and applications are built in cycles. The Solana Mobile Stack (SMS) represents a big bet on mobile infrastructure being the next significant development to power a generation of unicorn crypto applications.
• The SMS may attract developers by reducing the app store “take rate” from Apple and Google’s 15–30% to 0%, saving mobile developers hundreds of millions in value.
• Mobile devices facilitate 68% of global web traffic. Tailoring existing crypto apps with product-market fit and novel applications to mobile users will likely expand Solana’s total user set.
• Adoption of the SMS may cause downstream adoption of Web3 data services, including Arweave for storage, Helium for 5G connectivity, and others.

Solana Labs recently unveiled the “Solana Mobile Stack” (SMS). It's a combination of a Web3-native Software Development Kit (SDK) built on top of Google’s Android OS and a new smartphone dubbed the “Solana Saga” to match it. We analyzed the potential implications of the SMS on:

• Adoption of Solana by developers