State of global_mobile_industry_1_h_2011_chetan_sharma_consulting

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State of global_mobile_industry_1_h_2011_chetan_sharma_consulting

  1. 1. WELCOME State of the Global Mobile Industry We are thrilled you are here Half Yearly Assessment - 2011Research. Technology. Strategy. Intellectual Property. Thought Leadership Summits. http://www.chetansharma.com 1 © Copyright 2011, All Rights Reserved. Copying w/o permission is prohibited. 7/2011
  2. 2. Table of Contents• Mobile Trends for 2011• Mobile Subscriber and Revenue Growth• Global Markets – Data Growth• Devices – Changing Landscape• Mobile Ecosystem Disruption• Mobile Impacts Everything• Mobile Data Traffic Growth and Solutions• Intellectual Property• 2H 2011 http://www.chetansharma.com 2 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  3. 3. Mobile Trends for 2011 1. Total Global Subscriptions to hit 6 Billion – India and China racing to a billion a piece 2. Total Global Mobile Revenues to hit $1.3 Trillion, almost 2% of Global GDP – Top 10 operators control 43% of the global mobile revenues 3. Total Global Mobile Data Revenues to eclipse $300 Billion – Non-messaging data now owns 53% of the global mobile data revenues 4. Mobile Devices are now exceeding traditional computers in unit sales + revenue – Majority of the device sales in the US are now smartphones. Device Replacement is shrinking 5. Mobile Broadband (4G) is being deployed at a faster rate than previous generations – Over 1 Billion broadband connections by 2011 6. Global Mobile Apps revenue has shifted to off-deck – The decline is directly proportional to the increase in smartphone penetration by region 7. All major markets are consolidating with the top 3 players at 85% of the market – Regulators will have to be more prudent and proactive about managing competitiveness and growth 8. Mobile Data Traffic will be 95% of the global mobile traffic by 2015 – Many countries are facing spectrum exhaust in the next 5 years 9. Connected device segment is growing at the fastest pace – Operators will have to quickly adapt their strategies to stay relevant in this segment 10. Several multi-billion dollar opportunity segments are emerging – Mobile Advertising, Mobile Commerce, Mobile Wellness, Mobile Games, and Mobile Cloud Computing to name a few 11. Mobile Ecosystem has become very dynamic and unpredictable – Apple, Google, Amazon, and Facebook have become the most important revenue generating mobile platforms 12. There will be more changes in the next 10 years than in the previous 100 – The value chains will keep disrupting every 12-24 months by the new players and business models 13. Intellectual Property has become a key component of long-term product strategy – Top 20 control 1/3rd of the overall mobile patent pool http://www.chetansharma.com 3 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  4. 4. MOBILE SUBSCRIBER AND REVENUEGROWTH
  5. 5. The Big Picture• The global mobile industry is the most vibrant and fastest growing industry. We expect the total revenue in the industry to touch approximately $1.3 Trillion in 2011 with mobile data representing 24% of the mix. Global Mobile Data revenues are expected to eclipse $300 Billion for the first time in 2011. It is also the first year in which non-messaging data revenues will make up the majority of the overall global data revenues at 53%.• We expect the total number of subscriptions to exceed 6 billion by the end of 2011. The first 1 billion took over 20 years and this last one is going to take only 15 months. The primary growth drivers are India and China which are cumulatively adding 75M new subs every quarter. Indian and China are also entangled in the race to the billion. At the end of Q2 2011, China was ahead by 50M but India is adding subscriptions at faster rate and is likely to eclipse China before Q2 2012. By then, both nations are expected to exceed 1 Billion in total subscriptions making up 31% of the global subscriptions.• In Q1 2011, US became the first major market to exceed the 50% mark in smartphone sales. The global figure stands at approximately 26%. Some operators expect 90% of their device sales to be smartphones by the end of the year. In terms of the actual smartphone penetration, we expect the US market to eclipse the 50% mark in 2012.• China leads in the number of subs but US dominates in both total and data revenue. A number of emerging nations are now in top 10 – Brazil, India, Russia, Indonesia, Pakistan, Mexico while once dominant – Korea, UK, Italy, Germany have dropped off or slipped in rankings.• The number of mobile operators with more than $1B in data revenues will increase to 47 in 2011. This number was only at 13 in 2005. http://www.chetansharma.com 5 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  6. 6. Global Mobile Market Snapshot 2011 Global Mobile Market Snapshot 2011 Global Subscriptions Global Smartphone Users Global Data Users © Chetan Sharma Consulting, 2011 Global SMS Users Global Mobile Broadband Users Each dude represents approximately 113 million humans on planet Earth http://www.chetansharma.com 6 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  7. 7. Global Mobile Industry Growth http://www.chetansharma.com 7 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  8. 8. Global Mobile LeadersRank By Subs By Total Revenue By Data Revenue1 China US US2 India China Japan3 US Japan China4 Russia Brazil UK5 Brazil France Germany6 Indonesia India France7 Japan UK Italy8 Germany Germany Australia9 Pakistan Italy Brazil10 Mexico Russia Russia http://www.chetansharma.com 8 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  9. 9. Global Mobile LeadersRank By Sub Penetration By ARPU By Data Usage1 Portugal Japan Sweden2 Russia Canada US3 Finland Switzerland Hong Kong4 Greece US Finland5 Italy Norway Denmark6 Austria Australia Canada7 Singapore France Australia8 Sweden Israel New Zealand9 Denmark Netherlands Austria10 Germany Singapore Belgium http://www.chetansharma.com 9 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  10. 10. Biggest Telecom GroupsRank By Subs By Data Revenue By NM Data Revenue1 China Mobile Verizon Wireless AT&T Mobility2 Vodafone NTT DoCoMo NTT DoCoMo3 Telefonica AT&T Mobility Verizon Wireless4 America Movil China Mobile China Mobile5 Bharti Airtel Vodafone Vodafone6 Telenor KDDI KDDI7 China Unicom T-Mobile T-Mobile8 T-Mobile Telefonica Telefonica9 TeliaSonera Sprint Nextel Sprint Nextel10 Reliance Softbank Softbank http://www.chetansharma.com 10 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  11. 11. Global Mobile Industry continues togrow at a healthy pace http://www.chetansharma.com 11 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  12. 12. Mobile is approx 2% of Global GDP http://www.chetansharma.com 12 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  13. 13. Operators around the world arebenefiting from mobile data http://www.chetansharma.com 13 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  14. 14. Top 10 global mobile data operators –US, Japan Dominate http://www.chetansharma.com 14 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  15. 15. GLOBAL MARKETS: DATA GROWTH
  16. 16. US, Japan lead in revenues;China, India in subscriptions• Japan continues to be the leader in mobile data with NTT DoCoMo, KDDI, and Softbank Japan ahead of the pack in terms of mobile data revenue and data as a % of total ARPU.• Next, Australia and the US have made good inroads in the last two years. In fact, if we look at the overall data revenue, US is much further ahead than any nation due to the size of the market.• While India has the highest subscriber growth rate in the world right now, the revenue generating opportunity remain down right anemic compared to other major markets with average dropping down to $3.50 in overall ARPU. Even with significant subscriber base, there is going to be a general lack of opportunity in the market for the next couple of years relative to other markets. http://www.chetansharma.com 16 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  17. 17. Japanese operators ahead of the mobiledata pack http://www.chetansharma.com 17 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  18. 18. All major markets experiencing datagrowth – Japan, Australia, US leading http://www.chetansharma.com 18 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  19. 19. Race to the Billion – China vs. India http://www.chetansharma.com 19 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  20. 20. DEVICES: CHANGING LANDSCAPE
  21. 21. Devices – Apple, Android Dominate• Apple has had the tablet space to itself. Thus far the response from the competitors has been tepid esp. on the pricing dimension. Apple has had such a mastery over the supply-chain and months ahead of the competition that by the time they figure out details, Apple already locks up the pricing advantage for the cycle. OEMs try to catch-up on the features but can’t do on the margins. OEMs can grow the pie by bringing products at a better price points that helps attract different demographics to the mix. Microsoft can make good inroads into the space with its Win8 tablet release in 2012 but it will be again in a catch- up mode as the iOS ecosystem will be even more robust by then. The cheaper Android tablets will do well in the market. As expected, tablets will pretty much eliminate the need for netbooks and are starting to eat into the desktop/laptop revenue.• Nokia and RIM are under severe market scrutiny as investors and developers leave in droves. Lack of product planning and execution has left their market share in disarray. Nokia’s valuation has been cut into half while the newcomer HTC edged past the industry giant in a remarkable story of the year. Nokia’s release of N9 shows the engineering and creative design depth but a lot is riding on the first generation of Nokia Windows Phones. While the market hasn’t shown much appetite for Windows phone thus far, a good family of devices might be able to slow the loss trajectory and position the combined team for the up-for-grabs 3rd spot in the ecosystem. HP’s acquisition of Palm is finally bringing some new products to the market but the lack of an effective ecosystem means lack of traction in 2011. Given that the computing is shifting to mobile devices, we can expect some of the weaker desktop/laptop players will exit the industry.• Tablets are primarily being used in the WiFi mode because the primary use case is indoors and WiFi gives a better (and cheaper) user experience. Once operators start to roll out user-friendly family data plans across multiple devices, we can expect the cellular activation go higher but will still be dominated by WiFi overall. http://www.chetansharma.com 21 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  22. 22. Apple dominates the profits, Androidthe volume, Nokia falters http://www.chetansharma.com 22 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  23. 23. Mobile Devices are dominating theComputing Ecosystem http://www.chetansharma.com 23 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  24. 24. US leading in smartphone sales http://www.chetansharma.com 24 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  25. 25. Connected devices explosion Source: Mobile Cloud Computing. http://chetansharma.com/mobilecloudcomputing.htm http://www.chetansharma.com 25 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  26. 26. Tablets are primarily WiFiconsumption devices right now http://www.chetansharma.com 26 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  27. 27. Competing with iPad http://www.chetansharma.com 27 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  28. 28. Changing Ecosystem DynamicsIt is very clear that the ecosystem dynamics can change very quickly,one just can’t take the competitive and friendly forces for granted. Inthe past, the silos and segments were clearly defined with littleoverlap. However, over the course of last couple of years, players havebeen migrating and surfing in segments across the board - from Appleto Visa, from P&G to AT&T, from Facebook to Time Warner, fromGoogle to Best Buy, every company wants to capture the mindshareand piece of the consumer’s pocketbook.The fine line between partners and competitors can get obliterated ina quarter. Apple is competing with Cisco, Comcast is going after AT&T’sbusiness, Visa and Verizon want to be the payment channel of choice,Amazon is gunning for Microsoft’s enterprise business, so on and soforth. One product launch, one acquisition, can change the game in aninstant. And this is only the beginning. http://www.chetansharma.com 28 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  29. 29. Competitive Dynamics• The Rule of Three is evident in all major markets. While the percentage market share might vary, on an average, the top 3 control 93% of the market in an given nation. It doesn’t matter if the market is defined by “controlled regulation” like in China, Korea, and Japan or if it is “open market” driven in markets such as the US, UK, and India. Eventually, only top 3 operators control the majority of the market. There are niches that others occupy but they are largely irrelevant to the overall structure and functioning of the mobile market.• Markets such as US and India experienced similar competitive environment in their hyper-growth phase. For the US, this phase was in the nineties-mid-2000s while India has been experiencing the similar environment in the last 3-4 years. In both cases, at the start there are 5-6 players with no more than 25% market share but higher than 10% of the mix but gradually the market forces enable consolidation. Over a period of 18 years, US is settling into a “top 3” operator market. India’s brutal price wars are going to trigger the consolidation in the next 12-24 months and will eventually settle into a structure similar to other markets.• The competitive equilibrium point in the mobile industry seems to when the market shares of the top 3 are 46%:29%:18% respectively with the remaining 7% being allocated to the niche operators. To achieve some semblance of equilibrium in the market the top operator shouldn’t have more than 50% of the market share and the number three player shouldn’t have less than 20%. This helps create enough balance in the market to derive maximum value for the consumer.• Mobile operators will face some hard choices in developing and protecting the role they want to play in a given region and the ecosystem at-large. The strategy they choose will have a direct impact on the expected EBITDA margins, investment required over the long-haul, how investors view them, and on the competitive landscape of the country. Given, the fast pace of globalization, new rules and trends might emerge over the course of this decade that further define “communications” and “computing” as we know it. http://www.chetansharma.com 29 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  30. 30. Competitive Landscape in Major MarketsSource: Competition and Evolution of Mobile Markets.http://chetansharma.com/mobilecompetition.htm http://www.chetansharma.com 30 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  31. 31. Global Mobile Competitive Index Source: Competition and Evolution of Mobile Markets. http://chetansharma.com/mobilecompetition.htm http://www.chetansharma.com 31 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  32. 32. Eventually all markets consolidate to top 3 Source: Competition and Evolution of Mobile Markets. http://chetansharma.com/mobilecompetition.htm http://www.chetansharma.com 32 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  33. 33. MOBILE IMPACTS EVERYTHING
  34. 34. Mobile Apps and ServicesMobile is fundamentally reshaping how we as consumersspend from housing and healthcare to entertainment andtravel, from food and drinks to communication andtransportation. Mobile not only influences purchasebehavior but also post purchase opinions. When theshare button is literally a second away, consumers arewillingly sharing more information than ever before.Mobile is thus helping close the nirvana gap for brandsand advertisers who seek to connect advertising to actualtransactions. The long-term battle is however for owningthe context of the users. Having the best knowledgeabout the user to help drive the transaction is the simplythe most valuable currency of commerce. http://www.chetansharma.com 34 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  35. 35. Mobile impacts all purchase funnels http://www.chetansharma.com 35 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  36. 36. Context – the most valuable currency in mobile Demographics/Explicit Profile Interests/Implicit Profile Browsing, Watching, Previewing, Flipping Sensor data Purchasing, Payments User Intent Communications Location Trusted Concierge Presence Search (Local, Online, Media)Physiological parameters Knowledge Transactions DRIVES (about User) (from User) Calendar User Experience Address Book Gifting Social Community Trusted Advisor Advertising Intellectual Community M2M Pricing Preferences Security/Authorization Devices in the vicinity Big Opportunities in becoming the trusted 3 Party Sources rd Concierge/Advisor to the individual user http://www.chetansharma.com 36 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  37. 37. Smartphones are enabling Offdeck todominate app revenue http://www.chetansharma.com 37 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  38. 38. MOBILE DATA TRAFFIC GROWTH
  39. 39. Mobile Data Traffic Growth• In most western markets, data traffic is doubling YOY• Sweden, US, Hong Kong, Japan, and Denmark make the top 5 in terms of MB consumed per capita• A Multi-pronged approach is needed to have a sustainable strategy long term http://www.chetansharma.com 39 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  40. 40. Only a holistic strategy to deal with datatsunami can help the operators long-term • As a result of the data tsunami, there are two types of opportunities that are being created, one that take advantage of the data being generated in a way that enhances the user experience and provides value and the other in technologies that help manage the traffic data that will continue to grow exponentially. • To be able to stay ahead of the demand, significant planning needs to go in to deal with the bits and bytes that are already exploding. New technical and business solutions will be needed to manage the growth and profit from the services. Relying on only one solution won’t be an effective strategy to manage rising data demand. A holistic approach to managing data traffic is needed and our analysis shows that the cost structure can be reduced by more than half if a suite of solutions are deployed vs. a single dimensional approach and thus bringing the hockey stick curves of data cost more in line with the revenues and thus preserving the margins. • The decision making process within the operator organizations will need to be streamlined as well. Operators should also consider creating a senior post which focuses on both the cost side and the solution side so they can devise and institute a sustainable long-term policy and keep the margins healthy. http://www.chetansharma.com 40 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  41. 41. Mobile data traffic growing fasterthan online traffic, doubling Y/Y Source: Managing Growth and Profits in the Yottabyte Era 2nd Edition http://chetansharma.com/yottabyteera2.htm http://www.chetansharma.com 41 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  42. 42. Margin preservation key to alloperator strategies http://www.chetansharma.com 42 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  43. 43. Managing data margins will be top priority for all operators 50% m iu Philippines br ili Japan qu cE ffi ra -T 40% ue enData as % of Services v Re Australia China Revenues Indonesia US UK New Zealand 30% Singapore Hong Kong Netherlands Germany © Chetan Sharma Consulting, 2011 Italy Sweden Switzerland Mexico Malaysia France Portugal 20% Canada Denmark Korea Finland Russia Spain Brazil South Africa India 10% Argentina 20% 40% 60% 80% 100% Data as % of Overall Network Traffic Source: Managing Growth and Profits in the Yottabyte Era 2nd Edition http://chetansharma.com/yottabyteera2.htm http://www.chetansharma.com 43 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  44. 44. Management of Data RequiresMultiple Strategies Radio Access Network Core Network Mobile Backhaul Copper 2G Core Network Microwave 3G Fiber RNC SGSN GGSN 4G Light Internet Services Networks Offloading Traffic Optimization Offloading Traffic WiFi/FemtoCell Compression/Optimization Compression/Optimization of Data Traffic Policy Management Source: Managing Growth and Profits in the Yottabyte Era 2nd Edition http://chetansharma.com/yottabyteera2.htm http://www.chetansharma.com 44 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  45. 45. INTELLECTUAL PROPERTY WILL REMAINKEY TO LONG-TERM PRODUCT ANDCOMPETITIVE STRATEGY SUCCESS
  46. 46. IP is critical to long-term product strategy • The IP tussles are playing out as expected • Players with strong IP portfolios will be able to command better negotiating positions, new revenue streams, competitive positioning over the long-term • On average mobile companies file patents 1.7 times more in the US vs. Europe • Mobile Patent Leaders in US: IBM, Microsoft, Samsung • Mobile Patent Leaders in Europe: Alcatel-Lucent, Nokia, Samsung • Mobile Patent Leaders in Infrastructure: Samsung, Alcatel-Lucent, Ericsson • Mobile Patent Leaders in Device/Software: Nokia, IBM, Microsoft • Mobile Patent Leaders in Service Providers: AT&T, NTT DoCoMo, Sprint • Top 20 control 1/3rd of the total mobile communications patent pool http://www.chetansharma.com 46 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  47. 47. Patent Power Rankings – Mobile CommunicationsRelated Issued Patents 1993-2011 Rank US Europe US+Europe 1 IBM Alcatel-Lucent Samsung 2 Microsoft Nokia Nokia 3 Samsung Samsung Alcatel-Lucent 4 Nokia Sony IBM 5 Motorola Ericsson Ericsson 6 Ericsson RIM Microsoft 7 Intel Siemens Sony 8 Sony NTT DoCoMo Motorola 9 Alcatel-Lucent Fujitsu Qualcomm 10 AT&T Qualcomm Siemens Based on an estimation of Mobile Communications Related Patents that have been granted by The USPTO and the EPO. This assessment doesn’t take a look at the quality or the value of the patents http://www.chetansharma.com 47 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  48. 48. Patent Power Rankings – Mobile CommunicationsRelated Issued Patents 1993-2011 Rank OEM/Software Infrastructure Service Provider 1 Nokia Samsung AT&T 2 IBM Alcatel-Lucent NTT DoCoMo 3 Microsoft Ericsson Sprint 4 Sony Qualcomm Orange 5 Motorola Siemens Deutsche Telekom 6 Intel NEC Verizon 7 RIM LG British Telecom 8 HP Fujitsu Swisscom 9 Oracle Cisco Telecom Italia 10 SAP Broadcom SK Telecom Based on an estimation of Mobile Communications Related Patents that have been granted by The USPTO and the EPO. This assessment doesn’t take a look at the quality or the value of the patents http://www.chetansharma.com 48 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  49. 49. Integration of IP with product strategy is essential for competitiveness in mobile NUMERIC ANALYSIS Improve your PPQ by tight integration with product SUBJECTIVE Patent Portfolio Quotient™ ANALYSIS f(Σ) (PPQ) strategy PATENT PROGRAM ANALYSISR&D, Other Sources Ideation Market Product Design and Public Disclosure Requirements Requirements Development © Chetan Sharma Consulting, 2011 Licensing IP competitive and IP Analysis IP Protection Process IP Management risk assessment IP driven Product Development Cycle Source: What is your Patent Portfolio Quotient? http://chetansharma.com/patentportfolioquotient.htm http://www.chetansharma.com 49 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  50. 50. WHAT TO EXPECT IN 2H 2011
  51. 51. What to expect in 2H 2011• More Tiering, faster pace of change of plans. More options, family data plans• Cost reduction is as important as revenue generation. More players will align their value-chains and cost structures• Radios will start connecting the digital world with the physical world with significant disruption opportunity• Mobile Payment Networks will remain intact for the near future as the ecosystem largely focuses on building value on top of the existing exchange platforms• The intersection of Social, Location, Identity, and Gaming is creating new opportunities• With connectivity becoming pervasive, mobile will fundamentally start to alter the legacy infrastructure – retail, health, education, energy, computing, travel, entertainment• Significant tablet adoption in the enterprise directly impacting the traditional computer manufacturers• Both HTML5 and Apps will continue to grow, the relevancy to any given application will depend on the reach and economics requirements• Mobile data growth will double again in 2011. Significant opportunities in managed and understanding of mobile data growth• Regulators will need to evolve to keep up with the trend to keep their nation globally competitive• IP will continue to surface as a key product strategy tool for players in the ecosystem• Significant progress in emerging areas like mHealth, mPayments will come from the developing world while the western countries get mired in regulatory and legacy mess http://www.chetansharma.com 51 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  52. 52. MOBILE FUTURE FORWARDMOBILE THOUGHT-LEADERSHIP SUMMIT
  53. 53. Connected Universe. Unlimited Opportunities. http://www.mobilefutureforward.comhttp://www.chetansharma.com 53 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  54. 54. Exceptional Speakers. Actionable Insights. • Glenn Lurie, President, AT&T Mobility • Ken Denman, CEO, Openwave • Gibu Thomas, SVP - Online/Mobile, Walmart • Kris Rinne, SVP - Networks, AT&T Mobility • Charlie Herrin, SVP - Products and Technology, • Mike Mulica, President, Synchronoss Technologies Comcast • Paul Palmieri, CEO, Millennial Media • Jeremiah Zinn, EVP, MTV • Rob Glaser, Partner, Accel • Sanjiv Ahuja, CEO, LightSquared • Stephen Bye, CTO, Sprint • Steve Mollenkopf, EVP and Group President, • Suja Chandrasekaran, CIO, Timberland Qualcomm • Will Hsu, Chief Product Officer, AT&T Interactive • Danny Bowman, President - Connected Devices, Sprint • Ken Wirth, President, Alcatel Lucent Wireless Nextel • Abhi Ingle, VP – Advanced Mobility, AT&T Wireless • David Messenger, EVP, Head - Online/Mobile, American Express • Amit Gupta, SVP and CTO, INQMobile • Prof. Cliff Nass, Human Computer Interaction, • Carlos Domingo, CEO, Telefonica I&D Stanford University • Matt Oomen, President, Reliance Communications • Jason MacKenzie, President, HTC-Americas • Braxton Woodham, Head of Engineering, AVOS • Erik Moreno, SVP, Fox • John SanGiovanni, Cofounder, Zumobi • Hank Skorny, Chief Strategy Officer, Real Networks • Bob Gessel, VP/Head -Tech/Network Strategy, Ericsson • Jerry Batt, CIO, PulteGroup • Subba Rao, former CEO, Tata DoCoMo • Jay Emmet, GM, OpenMarket • Dale Nitschke, former President, Target • Janet Schijns, VP, Verizon Wireless • Mark Rolston, Chief Creative Officer, Frog Design • Mikael Back, VP – Products, Ericsson …. and many more http://www.chetansharma.com 54 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  55. 55. Discussions to inform your strategy • Is 4G a Game Changer? • Innovation at the Edges • Mobile Payments and Commerce • Disruption is in the air • Mobile Data Services from the Prism of the CIOs • Solving the 50 year Spectrum Crunch • Managing the Network Growth • Opportunities in the Emerging Markets • The Universe of Connected Devices • Analytics - How to Collect, Manage, and Use Data? • Multi-modal Interactions - How Consumers Adapt? • At the Intersection of Social, Mobile, Commerce, Content • Battle for the Home – playing in the n-screen world • What do Developers Want? • A Smarter Planet - The Role of Mobile in Enhancing Lifestyles and in Making Everyday Decisions • Drivers for New Sources of Revenue • Role of Regulations - Spectrum, Privacy, Net-Neutrality • Mobile Cloud Computing • Monetizing the network • From 3 Screens to Multi-screens • Mobile Universe in 2020 http://www.chetansharma.com 55 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011
  56. 56. We look forward to hearing from youChetan Sharma Mobile Future Forwardchetan@chetansharma.com info@mobilefutureforward.comTW: @chetansharma TW: @mfutureforwardhttp://www.chetansharma.com http://www.mobilefutureforward.com Research. Technology. Strategy. Intellectual Property. Thought Leadership Summits. http://www.chetansharma.com 56 © Copyright 2011, All Rights Reserved. Copying w/o permission is strictly prohibited. 7/2011

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