Overview
October 25, 11
Ben Zaaiman
  Introductionto mLab
  Overview of Mobile Opportunities




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    Regional mLabs
  Linking mobile
   entrepreneurs
  Business incubation
  Access to markets
   overseas
  Access to finance
  International working
   groups for ICT and
   agribusiness entrepreneurs
   and incubators
  ICTs and innovation
   systems in agriculture


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    CSIR Meraka
     ◦  250 Researchers
     ◦  Mobile apps unit
    Innovation Hub
     ◦  S&T park
     ◦  Provincial mobile cluster
    Innovation Lab
     ◦  Innovation specialists
    Ungana Afrika
     ◦  Scalable enterprises in
        emerging markets
        through technology
    DST
     ◦  Major local funder
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  The  mLab
   encourages and
   supports mobile
   innovators &
   entrepreneurs to
   grow their ideas to
   full impact.
  The mLab advocates
   for and supports the
   use of the mobile
   channel in service
   delivery.

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  Mobile   innovation
  ◦  From Africa
  ◦  For Africa
  Mobile   businesses
  ◦  Sustainable
  ◦  Scalable
  Servicedelivery
  through the mobile
  channel


                         13
Industry Overview




                    Ben Zaaiman   10/25/11
                                       14
The Economist – 8 Oct 2011




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The Economist – 8 Oct 2011




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The Economist – 8 Oct 2011




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The Economist – 8 Oct 2011




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Source: IDC 2011




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Source: IDC 2011




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  Smartphone   penetration: 6-8%
  Most popular phone on MXIT: Samsung
   E320
  Most popular phone in the world: Nokia
   1100
  Blackberry is exploding:
  ◦ 2009: 0.5% market share
  ◦ 2011: 4.9% market share
  Nokia:39%
  Samsung: 30%

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  South African PC
   penetration is
   below 6% of
   households
  Broadband is 4%
  Fixed broadband is
   0.5%




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Wealthy




Working Class



Bottom of the
   Pyramid


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44%
43%
                                  10.9 m users
42%
41%
40%
39%
38%                                        Growth in 2011
37%
36%
35%
34%
      Data Revenues   Active Data User
                           Growth

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29
Performance demanded at the
Product Performance

                      high end of the market


                                                               • Cheaper
                                                               • Simpler
                                                               • Smaller
                                                               • More convenient
                                                               • More accessible



                                                    Performance demanded at the
                                                    low end of the market or in a
                                                    new emerging segment

                                                                            time
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Source: The Economist 10/2/2011
35
expectations
                                              Activity beyond
                              Supplier        early adopters
                              proliferation
                                                    Negative press begins
                           Mass media                                                                     High-growth adoption
                           hype begins                                                                    phase starts: 20-30%
                                                    Supplier consolidation
                                                    and failures                                          of the potential
                     Early adopters
                                                                                                          audience has adopted
                     investigate
                                                                                                          the innovation

               1st gen products,                         2nd / 3rd rounds          Methodologies & best
               high prices,                              of VC funding             practices developing
               lots of customisation
               needed                                        Less than 5% of
                                                             the potential audience                 3rd gen products,
               Start-up companies,                           has adopted fully                      out of the box, product
               1st round of VC
                                                                                                    suites
               funding

                                                                            2nd gen products,
                                                                            some services
                   R&D


                      Technology       Peak of Inflated Trough of                                               Plateau of
                        Trigger         Expectations Disillusionment             Slope of Enlightenment        Productivity

                                                                                                                    time
                                                                                                                                 36
expectations




                   Content-enriched services   Ultra-high-speed broadband Internet
                                Gamification   Internet TV
                               Group buying    NFC payment
                             Mobile coupons    Augmented reality
                           Rich comms suite    Mobile health monitoring

                                                    Mobile money transfer
                              HD voice
                                                     Mobile VOIP
                Ensemble interactions                Social gaming
               Mobile sports & fitness                Mobile OTA payment                                     Mobile music
                                                                                  Network           Mobile     streaming
                Mobile virtual worlds                 Indoor positioning            DVR Online search
                          Social TV                    Barcode marketing Mobile app         video             Mobile TV
               Mobile security apps      Voice to text Mobile ticketing        stores             Mobile      streaming
                                     conversion svcs                                Mobile social IM
                       TV widgets                                                    networks
                                        Mobile learning                                         Location-based
                 Personal cloud                                              Mobile banking
                                       Mobile advertising                                          services
                3D TV services                                          IPTV
                  Consumer
               telepresence


                     Technology       Peak of Inflated Trough of                                             Plateau of
                       Trigger         Expectations Disillusionment           Slope of Enlightenment        Productivity

                                                                                                                     time
               Source: Gartner 2011

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38
Wi-Fi personal area networks    Smartphone hypervisors
expectations




                                                          Haptics   Internet TV
                      Mobile
                     HD link                     Wireless power     Augmented reality
                    Glonass         HD voice                 NFC    Dual noise cancellation
                  Ensemble             MEMS MEMS gyroscopes Bluetooth 4.0
                interactions         displays
                   Wireless Electrovibration
               video 60GHz         Quantum                Mobile money transfer
               Volumetric &       tunnelling               Mobile VOIP
                holographic      composite                 Social gaming
                    displays    802.11ac                    Mobile OTA payment                                     Mobile music
                       Mobile Wi-Fi direct                                              Network           Mobile     streaming
                                                            Indoor positioning            DVR Online search
                transphones 802.11ad
                                                             Barcode marketing Mobile app         video             Mobile TV
                        Cellular – Wi-Fi                                             stores
                                               Voice to text Mobile ticketing                           Mobile      streaming
                         authentication
                                           conversion svcs                                Mobile social IM
                        Quantum dot                                                        networks
                            displays          Mobile learning                                         Location-based
                                                                                   Mobile banking        services
                   Photonic crystal          Mobile advertising
                                                                              IPTV
                           displays
                  Bio-acoustic
                       sensing


                        Technology      Peak of Inflated Trough of                                                Plateau of
                          Trigger        Expectations Disillusionment             Slope of Enlightenment         Productivity

                                                                                                                           time
                 Source: Gartner 2011

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    Citizens save on:
     ◦  Not taking off work
     ◦  Not travelling
     ◦  Not queuing
     ◦  Having a record of
        interactions
     ◦  Leapfrogging inefficient
        intermediaries
    Institutions save on:
     ◦  Automated enquiries
     ◦  Smaller branches
     ◦  Fewer multiple visits
    Mobile reaches everyone
     and everywhere

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•    Cheaper
•    Simpler
•    Smaller
•    Convenient
•    Accessible
•    Leapfrogs
     obstacles




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mLab Southern Africa - Ben Zaaiman

  • 1.
  • 2.
      Introductionto mLab  Overview of Mobile Opportunities 2
  • 3.
    10/25/11 Ben Zaaiman 3
  • 4.
      Regional mLabs   Linking mobile entrepreneurs   Business incubation   Access to markets overseas   Access to finance   International working groups for ICT and agribusiness entrepreneurs and incubators   ICTs and innovation systems in agriculture 10/25/11 Ben Zaaiman 4
  • 5.
    10/25/11 Ben Zaaiman 5
  • 6.
      CSIR Meraka ◦  250 Researchers ◦  Mobile apps unit   Innovation Hub ◦  S&T park ◦  Provincial mobile cluster   Innovation Lab ◦  Innovation specialists   Ungana Afrika ◦  Scalable enterprises in emerging markets through technology   DST ◦  Major local funder 10/25/11 Ben Zaaiman 6
  • 7.
    10/25/11 Ben Zaaiman 7
  • 8.
      The mLab encourages and supports mobile innovators & entrepreneurs to grow their ideas to full impact.   The mLab advocates for and supports the use of the mobile channel in service delivery. 8
  • 9.
  • 10.
    10/25/11 Ben Zaaiman 10
  • 11.
  • 12.
  • 13.
      Mobile innovation ◦  From Africa ◦  For Africa   Mobile businesses ◦  Sustainable ◦  Scalable   Servicedelivery through the mobile channel 13
  • 14.
    Industry Overview Ben Zaaiman 10/25/11 14
  • 15.
    The Economist –8 Oct 2011 15
  • 16.
    The Economist –8 Oct 2011 16
  • 17.
    The Economist –8 Oct 2011 17
  • 18.
    The Economist –8 Oct 2011 18
  • 19.
  • 20.
  • 21.
    10/25/11 Ben Zaaiman 21
  • 22.
    10/25/11 Ben Zaaiman 22
  • 23.
  • 24.
    10/25/11 Ben Zaaiman 24
  • 25.
      Smartphone penetration: 6-8%   Most popular phone on MXIT: Samsung E320   Most popular phone in the world: Nokia 1100   Blackberry is exploding: ◦ 2009: 0.5% market share ◦ 2011: 4.9% market share   Nokia:39%   Samsung: 30% 10/25/11 Ben Zaaiman 25
  • 26.
      South AfricanPC penetration is below 6% of households   Broadband is 4%   Fixed broadband is 0.5% 10/25/11 Ben Zaaiman 26
  • 27.
  • 28.
    44% 43% 10.9 m users 42% 41% 40% 39% 38% Growth in 2011 37% 36% 35% 34% Data Revenues Active Data User Growth 28
  • 29.
  • 30.
    Performance demanded atthe Product Performance high end of the market • Cheaper • Simpler • Smaller • More convenient • More accessible Performance demanded at the low end of the market or in a new emerging segment time 30
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
    expectations Activity beyond Supplier early adopters proliferation Negative press begins Mass media High-growth adoption hype begins phase starts: 20-30% Supplier consolidation and failures of the potential Early adopters audience has adopted investigate the innovation 1st gen products, 2nd / 3rd rounds Methodologies & best high prices, of VC funding practices developing lots of customisation needed Less than 5% of the potential audience 3rd gen products, Start-up companies, has adopted fully out of the box, product 1st round of VC suites funding 2nd gen products, some services R&D Technology Peak of Inflated Trough of Plateau of Trigger Expectations Disillusionment Slope of Enlightenment Productivity time 36
  • 37.
    expectations Content-enriched services Ultra-high-speed broadband Internet Gamification Internet TV Group buying NFC payment Mobile coupons Augmented reality Rich comms suite Mobile health monitoring Mobile money transfer HD voice Mobile VOIP Ensemble interactions Social gaming Mobile sports & fitness Mobile OTA payment Mobile music Network Mobile streaming Mobile virtual worlds Indoor positioning DVR Online search Social TV Barcode marketing Mobile app video Mobile TV Mobile security apps Voice to text Mobile ticketing stores Mobile streaming conversion svcs Mobile social IM TV widgets networks Mobile learning Location-based Personal cloud Mobile banking Mobile advertising services 3D TV services IPTV Consumer telepresence Technology Peak of Inflated Trough of Plateau of Trigger Expectations Disillusionment Slope of Enlightenment Productivity time Source: Gartner 2011 37
  • 38.
  • 39.
    Wi-Fi personal areanetworks Smartphone hypervisors expectations Haptics Internet TV Mobile HD link Wireless power Augmented reality Glonass HD voice NFC Dual noise cancellation Ensemble MEMS MEMS gyroscopes Bluetooth 4.0 interactions displays Wireless Electrovibration video 60GHz Quantum Mobile money transfer Volumetric & tunnelling Mobile VOIP holographic composite Social gaming displays 802.11ac Mobile OTA payment Mobile music Mobile Wi-Fi direct Network Mobile streaming Indoor positioning DVR Online search transphones 802.11ad Barcode marketing Mobile app video Mobile TV Cellular – Wi-Fi stores Voice to text Mobile ticketing Mobile streaming authentication conversion svcs Mobile social IM Quantum dot networks displays Mobile learning Location-based Mobile banking services Photonic crystal Mobile advertising IPTV displays Bio-acoustic sensing Technology Peak of Inflated Trough of Plateau of Trigger Expectations Disillusionment Slope of Enlightenment Productivity time Source: Gartner 2011 39
  • 40.
      Citizens save on: ◦  Not taking off work ◦  Not travelling ◦  Not queuing ◦  Having a record of interactions ◦  Leapfrogging inefficient intermediaries   Institutions save on: ◦  Automated enquiries ◦  Smaller branches ◦  Fewer multiple visits   Mobile reaches everyone and everywhere 10/25/11 Ben Zaaiman 40
  • 41.
    •  Cheaper •  Simpler •  Smaller •  Convenient •  Accessible •  Leapfrogs obstacles 41
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  • 43.