Telecommunications transformation and innovation, Taiwan market. share the experience of my 20 years in Telecom. market and the observation of Taiwanese telecommunication market.

1. 2 80
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1

2. 2

3. /
•
• G
•
• 5
•
3

4. -
5,000
10,000
15,000
20,000
25,000
30,000
35,000
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
4

5. 5

6. 6

7. 7

8. 8

9. 9

10. 10

11. 11

12. 12

13. . % &
• A 3 70
3 T 82 1 .
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14. % 1 % %% 1
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% 6 4 0
0
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15. A
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16. 3 I4
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17. 1 4
3
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17

18. —— 2018.9
18

19. 3
3
Vodafone
Telefornica
docomo
DT
AT&T
FET,CHT,TWM
2
2
2
1
19

20. e . 5 T
2 T ) /
) T/ ) T
2/ i P p p p Tp
) p
( I 1 P 4 3
20

21. 21

22. What
Else?
IoT Big
Data
AI
Blockchain
22

23. • “Here's what IoT revenue looks like at Telcos today:
- 80%+ comes from selling connectivity
- YoY growth: 15%
- Less than 2% of total Telco revenue
• Even with optimistic assumptions - constant YoY IoT growth
and flat total Telco revenue, IoT will be VERY FAR from
bringing material (=10%+) revenue to Telcos by 2025.
• Telcos urgently need to develop and execute a disruptive IoT
growth strategy, or stop claiming that IoT is one of their key
priorities.”
23

24. Customer
Use
(What
happens?)
Applicatio
n (What?)
Location
(Where?)
Time
(When?)
Network
Access
(How?)
Subscriber
(Who?)
Device
(Which?)
Usage
(How
many?)
IMEI
MSISDN, IMSI timestamp
Cell ID, LAC,
SGSN
Latency,
Throughput,
Size
2G, 3G, LTE
PDP Context
Apps download
Search,
Browse
24

25. B
25

26. /
26

27. 27

28. 28

29. 29

30. 9 42
4 08 4 58 4 ,4 74 3 4 4 6 4 6 4 1 3 4
30

31. -
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
31

32. 32

33. 33