1. Will the Device be King?
Preliminary Remarks
Yves GASSOT

2. After “Who is financing the Internet of the Future?” (DigiWorld Summit 2010)
… “Will the Device be King?”
#2 Transit & CDN pricing #3 Peering #5 Managed services
Managed services
Revenue sharing for managed services
Content Hosting
Telco 1 Telco … Telco n ISP Device End-user
provider CDN
CDN Peering ≈ 0€
Internet subscription
Transit peering
Revenue for OTT services
Open Internet
#1 Content economics #4 Unlimited traffic
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3. Will the Device be King?
A hot issue
► August Google buys Motorola Mobility
► August HP announces the end of its PC & Smart Devices ambitions
► September Patents’war between Samsung and Apple
► September Amazon presents its first tablet
► October Apple revenues exceeds 100 billion USD… and 4S
► November Philips leaves the TV market
► November HTC is #1 on the US smartphone market
► November Ericsson leaves the Sony-Ericsson JV
… What’s next?
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4. Will the Device be King?
1 – What’s next ?
 Smartphones: +110 millions – 3Q11
 Tablets & e-readers: <50 millions in 2011
 Lap-top
 Net-book < 200 millions in 2011
 Ultra-PC
 Videogame devices: 40 millions
 S.T.Boxes : 193 millions
 Smart TV: 45 millions
… What’s next?
 Dual screen ecosytem/multi devices/ Personnal wifi (new usages and cohabitation issues)
 Personnal … memory/ trust and privacy (intimacy, eProsthesis)
 Mix Personnal consumption - Business usages (consumerisation) …
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5. Will the Device be King?
2 – Impacts on the Business models
What are the stakes of smart devices on the business models of…
Can smart devices
save the Press? The Smartphones:
Boxes & Smart TV a commodity
Tablets vs. eReaders in the Future of the
facing
Multiscreen Strategies Place of the independent Mobile Internet?
kiosk vs. Internet giants’s
IPTV & Set top boxes vs. platforms? Is there a risk of
Smart TV, vs OTT boxes… disintermediation for the
cellcos ?
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6. Will the Device be King?
3 – The other check points of the Cloud…
OS
Web-OS
OS
AppStores/Markets
Meta-distributor
Social Networks/platforms
Web –HTML5 6

7. Will the Device be King?
… and the telcos?
The ecosystems of the Internet, as seen by telcos
Source: DigiWorld YearBook
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8. … and 8 Executive Seminars and Associate Seminars
Executive seminars – Wednesday November 16
NextGen Networks 1: Latest questions about FTTH
NextGen Networks 2 – LTE: What’s changing mobile IP?
Content distribution & Multiscreen strategies
Trans-Atlantic Telecom Dialog – Net Neutrality: Act II
Cities’ smart and gitial living policies
Green ICT for a green economy
Associate seminars – Thursday November 17
DigiWorld Game Summit –
NextGen game platforms: another step into the Cloud and ubiquity
Enabling patient autonomy and in-situ care
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9. Have a great Summit !
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