The document discusses the transition of telecommunications carriers from "Carrier Is King" to a new role as an "Enabler" in the age of smartphones and internet-based services. It provides statistics on the growth of mobile internet and VoIP users globally as text messaging revenue declines. The emergence of over-the-top services is challenging traditional telecom business models, but carriers can reinvent themselves by leveraging their networks and becoming enablers for new ecosystems of internet-based services through approaches like Telco 2.0.

1. Smart Telco In 4G
2011. 9.30
mobizen

2. “Collecting Data Is Less Valuable Than
Connecting People”
- Sean Parker, Web 2.0 Summit

3. Carrier Is King

4. Yes, Carrier Was King

5. Smart Phone

7. Global MIM User Trend
200,000
(Unit : )
160,210 150,000
123,450
100,000
92,320
67,270
47,020 50,000
31,120
12,300 19,430
2008 2009
2010
2011 0
2012
2013
- Source : Portio Research 2014
2015

8. Global m-VoIP User Trend
500
(Unit : )
453.1
375
296.2
250
182.3
125
107.3
38.5 58.8
2010
2011
2012 0
2013
- Source : Juniper 2014
2015

10. Telco ARPU Trend
SKT KT LGT
44000
40000
36000
32000
28000
09. 1Q 09. 2Q 09. 3Q 09. 4Q 10. 1Q 10. 2Q 10. 3Q 10. 4Q 11. 1Q 11. 2Q

11. Telco SMS Revenue Trend
$ / Message
08.2Q 08.3Q 08.4Q 09.1Q 09.2Q 09.3Q 09.4Q 10.1Q 10.2Q 10.3Q
- Source : Chetan Sharma Consulting

12. 2009 2010 2011
1 1 1
2 POSCO 2 POSCO 2 POSCO
3 3 3
11 SKT 11 - 11 -
18 KT 18 SKT 18 -
20 - 20 KT 20 SKT
27 - 27 - 27 KT
70 - 70 LG U+ 70 -
77 LG U+ 77 - 77 -
89 - 89 - 89 LG U+
- Source : KRX, ATLAS Research

13. The Defense Of Telco

14. Cost Driven Service

15. 10 Levels of Intimacy in Today’s Communication

16. MIM
10% 20% 30% 40%
0%
37.8%
16.6%
14.3%
11.5%
5.6%
- Source : (2011 6 )

17. Telco 2.0
6
Enabler
- Source : STL Partners Telco 2.0

18. Let’s Go Back To The Theme

20. Where Is A Killer Service?

21. Telco 2.0
6
Enabler
Enabler
- Source : STL Partners Telco 2.0

22. The Value Of Smart Pipe
Other
12.1%
Mobile Network Operator
12.1%
Start Up
12.1%
Non Device SW Converged Network Operator
3.0% 24.2%
Device SW
6.1%
IT/SI Fixed Network Operator
24.2% 6.1%
- Source : Telco 2.0

23. Network QoS Will Be Money

24. Cloud Is Everywhere

25. Service Enabler Can Have Ecosystem

26. What Is A Smart Telco?

27. Thanks For Listening.
http://www.mobizen.pe.kr
@mobizenpekr