Mobile Pc.Cedt


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  • SKU – Stock Keeping Unit
  • Mobile Pc.Cedt

    1. 1. India handset market is growing faster than other key markets; margin pool is expected to be $3 Billion in 2009 TAM Units (Millions) Margin Pool ($ Billions) <ul><li>India margin pool is expected to grow at CAGR of 45%; 3X times that of Greater China </li></ul>42% 16% 4% 45% 15% 2% CAGR (06-09) 13% 15% 13% % of World (2009) CAGR (06-09) 7% 13% 12% % of World (2009) Wireless Market Growth: Global VAS and Email are 2 Key Areas
    2. 2. Mobile Internet Forecasts: Global
    3. 3. Mobile App Revenues Global Growth Applications
    4. 4. Wireless Growth Markets - India <ul><li>CDMA-1X has coverage into Tier2/3 cities </li></ul><ul><li>GSM - Edge in early growth into tier 2 cities </li></ul><ul><li>3G Spectrum released for Wimax </li></ul>
    5. 5. Internet Penetration: India <ul><li>Overall 46% 17% </li></ul><ul><li>Top 4 Metros 50% 21% </li></ul><ul><li>Next 4 Metros 45% 14% </li></ul><ul><li>Other 8 Metros 44% 12% </li></ul><ul><li>Remaining 6 Metros 27% 9% </li></ul><ul><li>SEC A - 35% </li></ul><ul><li>SEC B - 13% </li></ul><ul><li>SEC C 4% </li></ul><ul><li>Internet Penetration by Town class and </li></ul><ul><li>Socio-Economic Classification </li></ul><ul><li>Internet Access by Access Type </li></ul>As of March 2007 Business Home
    6. 6. <ul><li>Wireless subscriber base expected to reach 500 million by 2010 (200 million in 2006) Penetration in 2006 is 20% </li></ul>Net-Adds (India) 32 66 83 86 Wireless Penetration 8% 13% 21% 28% 82 34% 82 41% <ul><li>Wireless Subscribers trend - </li></ul><ul><li>2004 - 2010 (M) </li></ul>Wireless Subscribers – India vs. China (M) China 83 150 400 232 318 482 India 2003 2006 2008F 2001 2002 2004 2005 2007F 2009F 2010F 51 21 5% 31% 18% CAGR (07-10) Mobile Wireless Markets
    7. 7. All Non Voice Services Are Considered VAS in India 240 640 1,600 2007 612 1,076 3,540 2009 VAS revenue from wireless in M $ 1 Entertainment Ringtone download Games Wall papers, logos 2 Messaging SMS P2A – Person to Application SMS A2P – Application to person: Email 3 Others MMS Music Download E-Governance Education Healthcare M-Commerce <ul><li>Nokia is increasing its dominance in Music in Low Tier </li></ul><ul><li>Sony Ericsson strong in High Tier with its Walkman devices </li></ul><ul><li>Nokia providing pre loaded games and pushing Ngage </li></ul><ul><li>Nokia and Samsung are very well positioned by providing features like SMS backup, spam filtering and IM per India requirements </li></ul><ul><li>RIM and Nokia going after push email with new devices </li></ul>
    8. 8. Digital Vs Mobile Music Download
    9. 9. Devices – Opportunities <ul><li>1X is already rolled out with major coverage </li></ul><ul><li>Edge, Wifi and Wimax Penetration expected to increase </li></ul>
    10. 10. Laptop Growth (Global) 250Mn PC’s sold worldwide in 2006
    11. 11. Notebook vs Desktop sales Year Overall PC Market Size (In ‘000) <ul><li>Notebooks account for 13% PC market, up from 9% in 2005-06. </li></ul><ul><li>Notebook sales grew by 97%, while growth in Desktop sales was only 19%. </li></ul>Growth in 2006-07 over 2005-06 26% 97% 19% Overall PC Notebooks Desktop PC
    12. 12. Notebook sales: 2001-2007 <ul><li>Annual sales grew by 97%; CAGR: 80% </li></ul><ul><li>Households accounted for 37% of the market </li></ul><ul><li>growing five-folds </li></ul><ul><li>Businesses accounted for 63% of the market </li></ul><ul><li>growing 41% </li></ul>Units % Units <ul><li>Overall consumption in the business </li></ul><ul><li>grew by 41% </li></ul><ul><li>Consumption in large and medium enterprises </li></ul><ul><li>grew by 66% and 61% respectively, </li></ul><ul><li>however in small enterprises it declined 10% </li></ul>Notebook sales: 2001-2007 Notebook Consumption in Businesses – by employee size
    13. 13. Smartphone Vs Laptop <ul><li>Globally, Smartphones are expected to grow at 30% CAGR over next 5 years and will overtake unit sales for Laptops </li></ul><ul><li>The share of the 6 OS’s is speculative </li></ul><ul><li>(MS, Symbian, Linux, RIM, OSX, Palm) </li></ul><ul><li>Smartphone are seen as being “Really Personal” </li></ul><ul><li>Product Lifetime for Smartphone is <2 years compared to a laptop which is >3 years </li></ul>
    14. 14. Monitor & Flat Panel Markets <ul><li>Annual Growth 20%; CAGR:24% </li></ul><ul><li>Consumption in smaller towns grew by 34% accounting for 60% </li></ul><ul><li>of market, ‘Next 4’ cities accounted for 8% of the market with a </li></ul><ul><li>decline was 24% </li></ul><ul><li>In Top 4 cities the growth was 15% accounting for 32% of the market </li></ul><ul><li>Businesses accounted for 75% while Households for 25% of the market </li></ul>’ 000 Units Monitor sales: 2001-2007 Monitor market by size: 2001-2007 <ul><li>Consumption of 20/21” recorded maximum </li></ul><ul><li>growth of 174%; followed by 17” at 75% </li></ul><ul><li>Sales of 14” and 15” declined by 47% and </li></ul><ul><li>9% respectively. </li></ul><ul><li>LCD/Plasma tipped to capture 60% sales </li></ul><ul><li>Current Volumes is appx 20M p.a </li></ul><ul><li>LCD growth is 400% while Pl;asma is 170% p.a </li></ul>Flat Panel Market
    15. 15. Alternate Access Device Small Screen Size Difficulat Character Entry Unable to offer Community Entertainment Standards for OS & Apps not interoperable across Platforms Not sauitable for SOHO/SME Biz Apps Heavy Duty computing still a a challenge as compared to PC’s Personolized Internet Always On connectivity Push At Hands reach allows impulsive decision making Possibility of multiple HI Continued Econmics of Scale Power efficient Mobile Internet Device Cost Escalation Untested as a platform Limaited rendering of display Limited Applications Limited Multimedia capability Uses Memory instead of Hardiosk Can run on battery Lowest cost of Shared Internet with Wifi Sturdy Display usable in sunlight Modified Rugged OS One Laptop per Child Required Higher bandwidth Suitable for large org with large NW PCs doing a specifci task like BPOs Opewrator driven, Lacks user control of configutration Lowest cost $70, $10/month Online Software Upgrades Payt per use model Bundeled Apps Netwrok Computing Device Untested widelly as a deplyed platform TV Display Lacks Clarity Uability of Keyboard/Mouse/Viewing Distance Email/Browsing tends to be single user so a deterrent to extensive use Battery backup difficult No Moving Parts Low cost High installed base of TV Simple to use Access to Internet, Email, Web Services Communal Use in family setting helps drive exposure/drive with technology Extendable to SOH/SME Integrates with Telco Convergence STB Disadvantage Advantage Device
    16. 16. AAD - Status $100 Novatium – 2005 Monitor & Harddrive are 2 big issues $250 XenitusZenith – 2006 1G Via, 40GB, 128MB, 15” $185 Personal Internet Communicator(PIC) AMD Canned in 2006 $220 HCL PC For India unvlieled In Aug2005 By Maran 1G, 40G, 128MB, 15” $400 Intel Via Linux/ Windows May 2006 $513 MS/AMD Athlon IQ PC With Zenith $3 Win+Off for Education Govt subsidies for others Jun 2007 $260 Simputer Picopeta Amida /BE Linux Touchscreen PDA
    17. 17. IAD Price Sensitivity Meter Internet device Device+Mobile Complete bundle Internet device Device+Mobile Complete bundle All 1692 3322 4485 1200 2750 3800 Evolved 1945 3644 4956 1300 2900 4250 Low Utilitarian 1634 3445 4848 1000 3000 4300 Passive Alien 1842 3411 4447 1400 2800 3800 Alien Aspirant 1375 2560 3061 1000 2200 2600 Reasonable price – Unaided Safe price – Price Sensitivity Meter <ul><li>Optimum price perceived to be Rs. 3,800/- for the complete product bundle … differs by segments </li></ul><ul><li>Aspirers, who have the highest purchase intent, perceive the optimum price of the total benefit to be Rs. 2,600/- … acceptability to be lower at higher prices </li></ul><ul><li>Price perception higher among the evolved set and low utilitarians </li></ul>1$=Rs.40
    18. 18. Applications for IAD
    19. 19. Other Markets for IAD
    20. 20. Observations <ul><li>Mobile Subscriber growth in India is 50% while Internet growth is 10% p.a </li></ul><ul><li>IAD/AAD have not been successfully adopted in the India market </li></ul><ul><li>Mobile handsets with their reach, availability, familiarity are likely to be the primary IAD </li></ul><ul><li>UMPC & Tablet Form factor are important for the portfolio as well </li></ul><ul><li>Price of $80 Mobile for low-end IAD with options for expansion is a potential area of investment </li></ul><ul><li>E2E with Bundled Apps and Web2.0 is Key to Long term Success - Messaging, Music, TV, Gaming, M-Comm will increase ARPU and Stickiness. Business Models and Partnerships will be Key </li></ul>
    21. 21. SWOT – Large MNC’s Strengths Weakness Opportunity Threat <ul><li>Large Scale Production </li></ul><ul><li>Enterprise Channel </li></ul><ul><li>Access to Global Markets </li></ul><ul><li>Engineering </li></ul><ul><li>Quality </li></ul><ul><li>Support </li></ul><ul><li>New Entrant </li></ul><ul><li>Consumer Awareness </li></ul><ul><li>Relationship with </li></ul><ul><li>Operators </li></ul><ul><li>Wireless & Broadband </li></ul><ul><li>Markets </li></ul><ul><li>Growth Markets </li></ul><ul><li>Convergence </li></ul><ul><li>Cost Competitiveness </li></ul><ul><li>Conflict of Interest with </li></ul><ul><li>existing customers </li></ul>
    22. 22. Strategy Portfolio GTM Product <ul><li>Ride Mobile Wave </li></ul><ul><li>Address Personal </li></ul><ul><li>Home & Office space </li></ul><ul><li>Tap into TV market </li></ul><ul><li>Leverage Enterprise S Channel </li></ul><ul><li>Consumer Branding </li></ul><ul><li>Wholesaler </li></ul><ul><li>Service Network </li></ul><ul><li>Regional Presales </li></ul><ul><li>teams </li></ul><ul><li>Create SW COE’s as </li></ul><ul><li>differentiators </li></ul><ul><li>HW from ODM Initially </li></ul><ul><li>Acquisition for Inorganic </li></ul><ul><li>growth </li></ul>Manufacture <ul><li>Migrate to internal models </li></ul><ul><li>when market is mature </li></ul>
    23. 23. PC-Laptop-Mobile : Characterisitcs <ul><li>CPU : Intel/AMD </li></ul><ul><li>Memory: 128MB+ </li></ul><ul><li>HDisk : 40GB+ </li></ul><ul><li>USB </li></ul><ul><li>BT/Wifi </li></ul><ul><li>MS/Linux </li></ul><ul><li>Player/Editor </li></ul><ul><li>Storage </li></ul><ul><li>Messaging </li></ul><ul><li>Email </li></ul><ul><li>Office </li></ul><ul><li>Browser </li></ul><ul><li>Skype/MMOIP </li></ul><ul><li>Gaming </li></ul><ul><li>Web 2.0 </li></ul><ul><li>Display </li></ul><ul><li>Battery Life </li></ul><ul><li>Weight </li></ul><ul><li>Robustness </li></ul><ul><li>Ergo </li></ul><ul><li>Multimedia </li></ul><ul><li>DVD </li></ul><ul><li>No Hard disk </li></ul><ul><li>Personal Display </li></ul><ul><li>KB Interface </li></ul><ul><li>MA Connectivity </li></ul><ul><li>Mutltimedia </li></ul><ul><li>Camera </li></ul><ul><li>Battery </li></ul><ul><li>Ready </li></ul><ul><li>Cost & ARPU </li></ul><ul><li>Poor Browsing </li></ul><ul><li>UPA </li></ul><ul><li>No Printer </li></ul><ul><li>User Authentication </li></ul><ul><li>Display </li></ul><ul><li>KPad/Mouse </li></ul><ul><li>Storage </li></ul><ul><li>Community Use </li></ul><ul><li>Interoperable Apps </li></ul><ul><li>Not suitable for </li></ul><ul><li>SOHO/SME/Biz </li></ul><ul><li>Not suitable for </li></ul><ul><li>heavy computing </li></ul><ul><li>Battery life </li></ul><ul><li>Longivity > 2 years </li></ul>GAPS
    24. 24. Competition Portfolio <ul><li>Convertible UMPC based around a </li></ul><ul><li>5.6″ WSVGA touch-sensitive display </li></ul><ul><li>56-key QWERTY keyboard </li></ul><ul><li>Weighs 1.56lbs Size 6.75″ x 6″ x 1″ </li></ul><ul><li>Intel A110 processor, </li></ul><ul><li>1GB DDR2 400MHz SDRAM, </li></ul><ul><li>945GU Express Chipset, </li></ul><ul><li>Atheros Super AG WLAN/Integ BT </li></ul><ul><li>Vista Business /Vista Home Premium </li></ul><ul><li>D isplay runs at 1024×600 </li></ul><ul><li>40GB 4200RPM 1.8″ Hard disk </li></ul>UMPC $1100+ <ul><li>1.2 GHz VIA C7®-M ULV Processor </li></ul><ul><li>1.0 GB DDR2 SDRAM </li></ul><ul><li>40GB HDD </li></ul><ul><li>Ultra Slim 7 &quot; TFT-LCD Resistive Touch </li></ul><ul><li>802.11b/g and Bluetooth 2.0+EDR </li></ul><ul><li>Windows® XP Tablet PC Edition 2005 </li></ul><ul><li>Or openSUSE Linux </li></ul>Tablet Kiosk 7112XT $1700 Moto Q9 IPAQ 510 BB8700 Nokia N90 HTC X7500 Samsung f700 3G Smartphones < $1000 Nokia N810 Tablet Tablet $1600+ Fujitsu U810 <ul><li>Windows Mobile Pocket PC &quot;Pro edition“ </li></ul><ul><li>3.5-inch QVGA touch-screen </li></ul><ul><li>Detachable QWERTY </li></ul><ul><li>UMTS 2100 with tri-band GSM/GPRS </li></ul><ul><li>802.11b/g WiFi, </li></ul><ul><li>256MB ROM / 64MB RAM </li></ul><ul><li>2 megapixel camera </li></ul><ul><li>SD expansion, and USB 1.1 interface </li></ul><ul><li>400MHz Samsung processor </li></ul><ul><li>Built-in GPS navigator </li></ul><ul><li>Java MIDP 2.0 </li></ul><ul><li>Stereo FM radio </li></ul><ul><li>Video/audio album/File manager </li></ul><ul><li>TV out </li></ul>
    25. 25. Global Smartphone Projections MU Projections by Instat Smartphone are Voice Centric, Wireless PDA are data centric MU
    26. 26. MobilePC : Example Low Cost Architecture Docking Intranet Docker Home Office Internet ID EE SW <ul><li>Qwerty/Mouse </li></ul><ul><li>6-10”Display </li></ul><ul><li>Portable </li></ul><ul><li>CDMA/3GSM/Wimax </li></ul><ul><li>Wifi/BT/NIC </li></ul><ul><li>Mon/TV Out </li></ul><ul><li>HD/CD/SD Storage </li></ul><ul><li>Adjunct Processor </li></ul><ul><li>MS Office </li></ul><ul><li>Sync & Backup </li></ul><ul><li>Email </li></ul><ul><li>Web 2.0 </li></ul><ul><li>J2SE </li></ul><ul><li>Music/Video </li></ul><ul><li>MMOIP </li></ul>Mid Tier Device <ul><li>Mid Tier Data Enabled </li></ul><ul><li>Device for Voice+Data </li></ul><ul><li>Docking Station to improve </li></ul><ul><li>Internet User experience. ID </li></ul><ul><li>is TBD </li></ul><ul><li>Home Docker bundled </li></ul><ul><li>with Browser/Email/Music </li></ul><ul><li>Gaming Apps, VOIP </li></ul><ul><li>Enterprise bundled with </li></ul><ul><li>MS Office, J2SE </li></ul><ul><li>Initial Launch in Growth </li></ul><ul><li>markets </li></ul>