SlideShare a Scribd company logo
2011——

2011                 “          ·               ”                     Leo                       “                     ”




                                                         1   60                   2     70                   3 80                               4       90
       5    21                  10                                                                      i-Mode                             SP
                                               2007                         2.0                             Apple                       iPhone


           2007                2011                               5               4
                                                                      1                                     2                       <                   >    3
            4                              5                  6                                         7                       8          IP                      9
                          ...        ...                                                                           2011




                                     1                                                                                                                                 2

                     3




       1                                             2                            3                                                                                             /
                 4                                                                                                                                  5
                                                                                                                      6

 Note:                   2.0                   Leo                                    http://t.sina.com/betashow          http://about.me/leowang                      Page 1 of 26
2011——


            “   ”
            “       ”             “   ”




                        “                 ”



1

2

3




    Note:       2.0         Leo               http://t.sina.com/betashow   http://about.me/leowang       Page 2 of 26
2011——




//        1             2              3            4         5             6               7         8                9




                                                                  3G   4G       WiFi
                             Zigbee    NFC RFID         GPS

     1                        WiFi              2


     Bluetooth                          Bluetooth                                                   iPhone5                    Android   Windows
     Phone 7                           NFC              /                                    “        ”




                  NFC                                                   3G
                 WiFi



     //                NFC



 Note:           2.0             Leo                                   http://t.sina.com/betashow         http://about.me/leowang             Page 3 of 26
2011——




            NFC

        1   NFC
        2   NFC
        3   NFC




        1   Paypal                        NFC        “            ”
        2   Paypal Alipay                  NFC     / /
        3   Paypal Alipay             “          ” “       2.0”
        4                                  NFC


                  NFC

        1   NFC
        2   NFC
        3                                            NFC


                  NFC

        1   NFC
        2   NFC             RFID
        3   NFC
        4   NFC             /
        5         NFC                                                                                  Nexus S               NFC Android




Note:              2.0          Leo                                   http://t.sina.com/betashow   http://about.me/leowang                 Page 4 of 26
2011——




             Symbian Windows Mobile Palm RIM                                                 2007     iPhone
           1.0                       Smart Phone OS
             “      ”                         Java

    Apple iPhone                                      “    ”                          Google
    OS    Android                                     iPhone     iOS                                 Android      OHA
    Android                                2.0

    2.0                                                                                  “       ”                                “
      ”                                                                         “       ”




    //        iOS Android             Windows Phone 7               Intel     Meego                               RIM   Blackberry HP
      Palm OS         Symbian      Brew MP
Note:          2.0        Leo                           http://t.sina.com/betashow      http://about.me/leowang               Page 5 of 26
2011——

    2011                                        “                   Android             ”           Android   iPhone
                                      “          ”




            Android




        1                     /           /
        2
        3
        4


        1   Android
        2       HTML5     Web app


        1               Android
        2   Android        iPhone

            Android
        1                                 SIM             Android
        2   Android Pad                                 3.0
        3                                        Android


Note:             2.0               Leo                                http://t.sina.com/betashow       http://about.me/leowang       Page 6 of 26
2011——




                                                                              PC                               Facebook
         500

    >>               Tencent
    >>               Facebook


                 SNS &                                                          OS                                           OS
                                             “              ”    “               ”                                    SNS
                / Middleware
                                                        “              ”
                                       SNS                             “       ”                   “            ”
                       / OS                                           Facebook QQ            SNS
                                                                               “         ”                           SNS
                 / Chipsets                  SNS                     Facebook QQ

                                                   “            ”
                      / Apps


                         / SNS

                       / OS              Facebook               Android              “                 ”
                 / Chipsets


Note:          2.0               Leo                   http://t.sina.com/betashow    http://about.me/leowang                Page 7 of 26
2011——




        1         Facebook                             Facebook
        2         Facebook                                               Facebook


                                 “             ”       Android

        01
        02                                                           “          ”
        03
        04                       “         /       ”
        05              “    /   /     ”
        06
        07              “    ”
        08       “     ”
        09          Facebook Payment
        10    Facebook                                   /       /        ...




        1       Android                        Facebook “                           ”
        2           Android                Facebook                      Pad

             Facebook“           ”

        1            Facebook                                            PC & Mobile
        2    Facebook                  Facebook
        3                                 ID
        4                        Facebook                                           Amazon
        5       Android     iPhone         Facebook“                            ”                  ID


Note:             2.0            Leo                                                http://t.sina.com/betashow   http://about.me/leowang       Page 8 of 26
2011——




        GPRS EDGE          3G

               LTE 4G                                                                            IP
                                                                          “    IP”

                                                        Skype      QQ Gtalk          Facetime What’s App           Kik Messenger


                  “             ”




                                        IP




          /      /                  &         /    /

                      &                      API

Note:    2.0              Leo                          http://t.sina.com/betashow        http://about.me/leowang               Page 9 of 26
2011——




        1   IaaS                     Amazon
        2   PaaS                 Google App Engine
        3   SaaS                 Salesforce

                                                            SaaS
                   1                       2            /
        3                  /                        4
        5                                       6
            7

                       “   ”




             1                                 API
             2
             3                                                          “      ”

                   HTML5   Web app                                                        HTML5

Note:              2.0          Leo                                http://t.sina.com/betashow     http://about.me/leowang       Page 10 of 26
2011——




                                            iPhone




                                                                              “            ”




                                                                                                                 ·




                                Pad               “       ”



                                              “       ”       “   ”

        1                   /
        2                                                                              “       ”
        3   “         /Touch”         Poke    Like
                                                                                                             Samuel Hurst

Note:           2.0                   Leo                             http://t.sina.com/betashow   http://about.me/leowang       Page 11 of 26
2011——




                 the Internet of Things

        1            2             3



                                                                 GPS   NFC
                                             ...
                                                       ...

             6
                                               “             ”

                               “   ”




                           /       /               /

        //

Note:                2.0               Leo                               http://t.sina.com/betashow   http://about.me/leowang       Page 12 of 26
2011——




                                                                                                                         NFC
                          Paypal Alipay    Yeepay

                      1                2

            PC                                                                                               “      ”


                  “         ”




                                               NFC



        Paypal                                  “        ”

        Paypal                     “       ”         “        2.0”

                                                                        ...




Note:       2.0              Leo                             http://t.sina.com/betashow   http://about.me/leowang           Page 13 of 26
2011——




                   Augmented Reality
                                                  “
        ”

              AR
            AR                          AR

                          “   ”




             AR

             AR

                               AR            AR

        1          AR
        2          AR
        3          AR
        4          AR
        5          AR
        6                               AR

Note:               2.0           Leo                 http://t.sina.com/betashow   http://about.me/leowang       Page 14 of 26
2011——




        1                                  “       ”       “     ”                             AR
        2


        3                    360   AR
        4
        5         AR




Note:       2.0        Leo          http://t.sina.com/betashow       http://about.me/leowang            Page 15 of 26
2011——




//              1             2   3            4       5




                                  MTK                      Solution On Chip                           “                    ”   “
         ”   Total Solution




                                                                               2.0




     1                Android
     2       Sensor
     3                                                                                     API
     4         “         ”                 “       ”
     5
     6                                OS                                    ——
     7
     8                                                        /     /
 Note:                  2.0       Leo                             http://t.sina.com/betashow     http://about.me/leowang               Page 16 of 26
2011——




                                               Android    Meego       Windows Phone 7                          Symbian
 Brew MP                                      iOS Palm OS Blackberry OS

                         “    ”                                            Android                    WP7      Meego
                   Symbian                                 Nokia                                     Brew MP        Smart
 Phone




                                                        2.0




 1
 2
 3
 4
 5                                                              API
 6       “    ”                   “   ”                           /
 7
 8
 9                                        /     /




Note:        2.0        Leo                   http://t.sina.com/betashow             http://about.me/leowang             Page 17 of 26
2011——




                                                             80%



        Android




                                                                            2.0




 1                       Android
 2         Android                                                             WP7    Brew MP
 3                                                                                   API
 4       Sensor                                                          API
 5         “         ”                       “       ”                                   /
 6
 7                       “           ”   “       ”       “           ”
 8
 9                                                                                       VIP



Note:             2.0              Leo                             http://t.sina.com/betashow   http://about.me/leowang       Page 18 of 26
2011——




                                      “   ”
                                                                                         “                   ”
    10   SP

                                 >>           >>                   >>        ARPU            >>                   >>        ...




 01      WiFi     3G             LTE 4G                IP
 02        SNS
 03
 04                                                “        ”           “            ”
 05                                                          “                       ”
 06
 07       “            ”
 08
 09
 10




Note:            2.0       Leo                              http://t.sina.com/betashow            http://about.me/leowang         Page 19 of 26
2011——




                               5     SP                5                                                                    1.0
         “   ”                                                                                                      UCWeb

                       2.0




                                                                   2.0



        01
        02
        03       SNS
        04                            /        /   /                        SNS
        05                                             /
        06
        07
        08                                PC
        09
        10               API
        11                                             “   ”

                                                                                            ..


Note:        2.0               Leo                             http://t.sina.com/betashow        http://about.me/leowang          Page 20 of 26
2011——




//           1               2             3               4




                   “                                       ”     “                   ”                         “      ”
                                               “       ”



                   /


         1 3D
         2
         3
         4
         5
         6    WiFi/NFC
         7                       “         ”
         9



                         “       &         &       ”




 Note:           2.0                 Leo                       http://t.sina.com/betashow   http://about.me/leowang           Page 21 of 26
2011——




                                      “                 ”                                                                                    “
                                      ”
                            “                       ”                                                  “      ”


                                                                        PC

                                “         ”                                                                                “         &   ”
                                                                “   ”



                    /


        1         SNS
        2
        3                                 /         &
        4   NFC                                 &
        5
        6               &                                               ...
        7   NFC
        8                       OCR
        9                                                   &       &



                                          “         &       ”


Note:             2.0                     Leo                             http://t.sina.com/betashow       http://about.me/leowang               Page 22 of 26
2011——




              /


                                                                                       “       ”
                                                                                                                    100
                                500           1000                                                              /




                                              /



        1
        2                                            /     /
        3                                                 NFC
        4                   &
        5         /




                                      “   /          ”




Note:       2.0       Leo                                http://t.sina.com/betashow   http://about.me/leowang             Page 23 of 26
2011——




                                                         /


        1                            Youtube Flickr

        2       WiFi           SD

        3                                         Wifi

        4                                         WiFi

        5       3G      WiFi
                                                                  ...


                                                                                                                    “
            ”

                                                                        “                 ”                         “
                         ”     “      ”

Note:                  2.0     Leo                           http://t.sina.com/betashow   http://about.me/leowang           Page 24 of 26
2011——




        //




                         2011
                                                                                        @          Leo




                                @   Leo                                             2011——
                                                                                    http://goo.gl/7kPka




                                                  10

                            betashow2006@gmail.com




Note:        2.0   Leo                      http://t.sina.com/betashow   http://about.me/leowang             Page 25 of 26
2011——



                                                   Leo
                              2.0              ·
                                      “       2.0      ”
                                                               10




                     


                                                      MTK


                        Coolpad
                                       Vivame
                                                      GuruDigger                      20




                             Betashow2006@gmail.com
                             http://about.me/leowang
                             http://t.sina.com/betashow
                             http://www.linkedin.com/in/betashow
                                                                                      vCard

Note:   2.0   Leo        http://t.sina.com/betashow         http://about.me/leowang           Page 26 of 26

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中国移动互联网产业行动启示录2011——蝴蝶效应 v1.2

  • 1. 2011—— 2011 “ · ” Leo “ ” 1 60 2 70 3 80 4 90 5 21 10 i-Mode SP 2007 2.0 Apple iPhone 2007 2011 5 4 1 2 < > 3 4 5 6 7 8 IP 9 ... ... 2011 1 2 3 1 2 3 / 4 5 6 Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 1 of 26
  • 2. 2011—— “ ” “ ” “ ” “ ” 1 2 3 Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 2 of 26
  • 3. 2011—— // 1 2 3 4 5 6 7 8 9 3G 4G WiFi Zigbee NFC RFID GPS 1 WiFi 2 Bluetooth Bluetooth iPhone5 Android Windows Phone 7 NFC / “ ” NFC 3G WiFi // NFC Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 3 of 26
  • 4. 2011—— NFC 1 NFC 2 NFC 3 NFC 1 Paypal NFC “ ” 2 Paypal Alipay NFC / / 3 Paypal Alipay “ ” “ 2.0” 4 NFC NFC 1 NFC 2 NFC 3 NFC NFC 1 NFC 2 NFC RFID 3 NFC 4 NFC / 5 NFC Nexus S NFC Android Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 4 of 26
  • 5. 2011—— Symbian Windows Mobile Palm RIM 2007 iPhone 1.0 Smart Phone OS “ ” Java Apple iPhone “ ” Google OS Android iPhone iOS Android OHA Android 2.0 2.0 “ ” “ ” “ ” // iOS Android Windows Phone 7 Intel Meego RIM Blackberry HP Palm OS Symbian Brew MP Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 5 of 26
  • 6. 2011—— 2011 “ Android ” Android iPhone “ ” Android 1 / / 2 3 4 1 Android 2 HTML5 Web app 1 Android 2 Android iPhone Android 1 SIM Android 2 Android Pad 3.0 3 Android Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 6 of 26
  • 7. 2011—— PC Facebook 500 >> Tencent >> Facebook SNS & OS OS “ ” “ ” SNS / Middleware “ ” SNS “ ” “ ” / OS Facebook QQ SNS “ ” SNS / Chipsets SNS Facebook QQ “ ” / Apps / SNS / OS Facebook Android “ ” / Chipsets Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 7 of 26
  • 8. 2011—— 1 Facebook Facebook 2 Facebook Facebook “ ” Android 01 02 “ ” 03 04 “ / ” 05 “ / / ” 06 07 “ ” 08 “ ” 09 Facebook Payment 10 Facebook / / ... 1 Android Facebook “ ” 2 Android Facebook Pad Facebook“ ” 1 Facebook PC & Mobile 2 Facebook Facebook 3 ID 4 Facebook Amazon 5 Android iPhone Facebook“ ” ID Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 8 of 26
  • 9. 2011—— GPRS EDGE 3G LTE 4G IP “ IP” Skype QQ Gtalk Facetime What’s App Kik Messenger “ ” IP / / & / / & API Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 9 of 26
  • 10. 2011—— 1 IaaS Amazon 2 PaaS Google App Engine 3 SaaS Salesforce SaaS 1 2 / 3 / 4 5 6 7 “ ” 1 API 2 3 “ ” HTML5 Web app HTML5 Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 10 of 26
  • 11. 2011—— iPhone “ ” · Pad “ ” “ ” “ ” 1 / 2 “ ” 3 “ /Touch” Poke Like Samuel Hurst Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 11 of 26
  • 12. 2011—— the Internet of Things 1 2 3 GPS NFC ... ... 6 “ ” “ ” / / / // Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 12 of 26
  • 13. 2011—— NFC Paypal Alipay Yeepay 1 2 PC “ ” “ ” NFC Paypal “ ” Paypal “ ” “ 2.0” ... Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 13 of 26
  • 14. 2011—— Augmented Reality “ ” AR AR AR “ ” AR AR AR AR 1 AR 2 AR 3 AR 4 AR 5 AR 6 AR Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 14 of 26
  • 15. 2011—— 1 “ ” “ ” AR 2 3 360 AR 4 5 AR Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 15 of 26
  • 16. 2011—— // 1 2 3 4 5 MTK Solution On Chip “ ” “ ” Total Solution 2.0 1 Android 2 Sensor 3 API 4 “ ” “ ” 5 6 OS —— 7 8 / / Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 16 of 26
  • 17. 2011—— Android Meego Windows Phone 7 Symbian Brew MP iOS Palm OS Blackberry OS “ ” Android WP7 Meego Symbian Nokia Brew MP Smart Phone 2.0 1 2 3 4 5 API 6 “ ” “ ” / 7 8 9 / / Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 17 of 26
  • 18. 2011—— 80% Android 2.0 1 Android 2 Android WP7 Brew MP 3 API 4 Sensor API 5 “ ” “ ” / 6 7 “ ” “ ” “ ” 8 9 VIP Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 18 of 26
  • 19. 2011—— “ ” “ ” 10 SP >> >> >> ARPU >> >> ... 01 WiFi 3G LTE 4G IP 02 SNS 03 04 “ ” “ ” 05 “ ” 06 07 “ ” 08 09 10 Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 19 of 26
  • 20. 2011—— 5 SP 5 1.0 “ ” UCWeb 2.0 2.0 01 02 03 SNS 04 / / / SNS 05 / 06 07 08 PC 09 10 API 11 “ ” .. Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 20 of 26
  • 21. 2011—— // 1 2 3 4 “ ” “ ” “ ” “ ” / 1 3D 2 3 4 5 6 WiFi/NFC 7 “ ” 9 “ & & ” Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 21 of 26
  • 22. 2011—— “ ” “ ” “ ” “ ” PC “ ” “ & ” “ ” / 1 SNS 2 3 / & 4 NFC & 5 6 & ... 7 NFC 8 OCR 9 & & “ & ” Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 22 of 26
  • 23. 2011—— / “ ” 100 500 1000 / / 1 2 / / 3 NFC 4 & 5 / “ / ” Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 23 of 26
  • 24. 2011—— / 1 Youtube Flickr 2 WiFi SD 3 Wifi 4 WiFi 5 3G WiFi ... “ ” “ ” “ ” “ ” Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 24 of 26
  • 25. 2011—— // 2011 @ Leo @ Leo 2011—— http://goo.gl/7kPka 10 betashow2006@gmail.com Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 25 of 26
  • 26. 2011—— Leo 2.0 · “ 2.0 ” 10   MTK Coolpad Vivame GuruDigger 20 Betashow2006@gmail.com http://about.me/leowang http://t.sina.com/betashow http://www.linkedin.com/in/betashow vCard Note: 2.0 Leo http://t.sina.com/betashow http://about.me/leowang Page 26 of 26