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2018 Business Platform Day

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로아컨설팅의 연례행사인 'Business Platform Day'의 자료입니다.

2018년 초 로아컨설팅이 발행한 IT 대전망 보고서의 핵심 내용을 정리해 봤습니다.

로아컨설팅이 살펴보는 관점에서의 IT/디지털 시장 트렌드 관련 내용이 담겨 있습니다.

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2018 Business Platform Day

  1. 1. Intro 2017 . Top10 2018 . 2
  2. 2. 1. AI M&A . , Nvidia AI Chip . 3 - M&A . AI 2018 Watching Point2017 Trend • • • • • • • • • • • • • • • • • • • • • • • • • • •
  3. 3. 4 AI 1. 2017 AI 108 , 2016 54 2015 40 . 2007 iPhone 2 8,500 .
  4. 4. 5 1. 2017 . AI
  5. 5. 6 AI 1. Google Apple, Microsoft .
  6. 6. 7 GPU AI 1. GPU , AI . Nvidia Graphcore .  - 2016  - Series C 1 1,100  – Atomico, Sequoia Capital, Dell Technologies Capital, SSIC(Samsung Strategy and Innovation Center)  - Graphcore IPU(intelligence processing unit) - IPU Poplar Product & ServiceCompany Profile  Graphcore IPU AI 10 ~100  C++ Poplar Tensorflow, MXNet Rising Startup ?  Allied Market Research 2016 AI 6 6,100 , 2023 1 1,173 . MIT Technology Review AI  AI GPU , GPU . AI Graphcore ( )  2018 1 early-access IPU  5,200 Cerebras Systems AI  AI GPU Nvidia
  7. 7. 8 AI 1. , .
  8. 8. 9 1. / , , , , , 25 .
  9. 9. 10 1. . , .
  10. 10. 2. AWS . Microsoft , . 11 – AWS 2018 Watching Point2017 Trend • • • • • • •
  11. 11. 12 2. IaaS . IaaS 2021 SaaS .
  12. 12. 13 2. Workload , Amazon AWS . • • •
  13. 13. 14 Amazon AWS 2. AWS 40% . 2017 1 36 2 41 , 3 45 14 .
  14. 14. 15 Microsoft 2. Microsoft IaaS , . , .
  15. 15. 16 Google Cloud Platform vs AWS 2. Google AWS Microsoft Azure . 3 .
  16. 16. 17 2. , . , AI • • • • • •
  17. 17. 18 3. . . – 2018 Watching Point2017 Trend • • • • • • • • • • • • • • •
  18. 18. 19 4. . Network Endpoint . – 2018 Watching Point2017 Trend • • • • •
  19. 19. 20 4. 60% .
  20. 20. 21 On-premise 4. On-premise .
  21. 21. 22 – 2018 Watching Point2017 Trend • • • 5. . Google Amazon .
  22. 22. 23 5. . –
  23. 23. 24 5. . , . ? – ?
  24. 24. 25 5. Google . Google • • • • • • • • • • • • • •
  25. 25. 26 Google • • • • • 5. Google , .
  26. 26. 27 Amazon 5. Amazon .
  27. 27. 28 Alexa ? • • 5. Alexa ? . .
  28. 28. 2017 11 , Tencent Facebook , . 6. – 2018 Watching Point • • • • • •
  29. 29. 30 Facebook 3 YoY 47.3% 103 . 100 , . Facebook 2017 3  98.2% Advertising(101 ) , Payment and other fees 1 8,600  Advertising 100 , Facebook 6 , Facebook 35% (YoY)  Advertising 48.8% , Payment and other fees 4.6%  YoY 2016. 2Q 2017. 2Q , CFO NewsFeed  Facebook News Feed source(Instagram ads, Watch ) -4.6 48.8 47.3 -10.0 0.0 10.0 20.0 30.0 40.0 50.0 Payment and other fees Advertising Revenues (%) Payment and other fees, 1.8% 6.
  30. 30. 31 Facebook (News feed) . 6. Facebook,  , Facebook  Facebook , Facebook
  31. 31. 32 Tencent 5,000 . Tencent Facebook . 6. Tencent Facebook 2018 1 26 , Alibaba 5,000
  32. 32. 33 BAT(Baidu, Alibaba, Tencent) Big3 , , . / TMD . 6. Tech TMD  TMD( Toutiao, Meituan-Dianping, Didi Chuxing) Tech  , sharing BAT
  33. 33. 34 Spotify Netflix 7,000 , 1 1,800 . , Netflix . 7. – Spotify, Netflix 2018 Watching Point2017 Trend • • •  • • • MediaChain • • • • • • DRM 관리, 수익 정산 등에 있어서 블록체인의 활용이 기대 • Netflix VS. Amazon Prime Video* 경쟁 구도 *Amazon Prime Video의 연 이용료는 108달러 (Amazon Prime은 99달러) → Amazon Prime 락인효과 • Spotify의 IPO
  34. 34. 35 . . 7. : (RIAA)  2016
  35. 35. 36 7. - [ Big Media Universe ]
  36. 36. 37 Netflix, Amazon Prime Video, YouTube 3 , YouTube TV YouTube TV . 7. (Binge Watching) VS. (Ambient)  Hulu Live TV 45 , YouTube TV 30 (DirecTV Now 1 , Dish Sling TV 2 )  Hulu YouTube TV , TV - YouTube YouTube TV
  37. 37. 2017 Amazon, Alibaba . . 1 • • • • é • 2 • • 3 • • • • • 4 • • • – 2018 Watching Point2017 Trend • • • 8.
  38. 38. Amazon 3 YoY 33.7% 437 . Whole Foods , Prime Day 4Q . 8. Amazon 2017 3      22.2 40.3 59.3 41.9 58.4 33.7 - 10.0 20.0 30.0 40.0 50.0 60.0 70.0 Global Product - Online store Global Product - Physical store Global Service - 3rd party seller services Global Service - Subscription service AWS Others Total Net Sales (%) : http://www.roadaily.co.kr/archives/5128
  39. 39. Walmart, Amazon Go , , (de-centralized) . 8. ( )  August Home Deliv in-home delivery platform 'August Access’  Deliv (Macy's, Plated, Kohl's, Best Buy, Walgreens ) 'August Access' ,  August Smart Lock Assa Abloy Emtek, Yale . Deliv Smart lock 1  Bodega  Walmart (Anattended Retail Storefront)  ,
  40. 40. 41 2017 Physical , . 8. Virtual VS. Physical • Uber Volvo XC90( 45,750 ) SUV 24,000 • 19~’21 • Volvo 4.5% 10  thin layer , ( ) / , O2O/On-demand , ( )  Expand vertically or horizontally ??
  41. 41. 42  Airbnb Newgard Development Group Airbnb 324  “Niido powered by Airbnb” Airbnb ( )  , Keyless doors,  Brookfield Property Partners 2 Airbnb 2017 10 , Airbnb 324 , . Airbnb ?? 8.
  42. 42. New Mobility , , , 2017 Auto Tech peak . 43 9. – New Mobility 2018 Watching Point2017 Trend • • New Mobility Auto Tech • • • Alphabet Waymo (2017 11 ). • • GM 2019 Chevy Bolts • GM
  43. 43. Waymo 2017 11 , 4 GM, Uber . 44 9. New Mobility (Toyota, Byton …..) Tesla Autopilot Tesla Network (+Cruise) (+Otto) Electric Auto Tech (Autonomous) Shared (GM, Ford…..) (2017 11 ) Uber, Volvo 24,000 – ?? (2017 11 ) Waymo, 4 & ? (2017 11 ) GM, 2019 ? * Ford, Hyundai, Volkswagen 2021
  44. 44. Uber, Didi, Grab, Ola, 99 Softbank . 45 9. SoftBank—not Uber—is the real king of ride-hailing
  45. 45. , 2017 Non-Tech Tech . 46 9. Non-Tech Tech  CB Insights , 2013~2016 Non-Tech Fortune 500 Tech 149%
  46. 46. 2017 Tech Non-Tech ( , , ) . 10. Cross-Industry – Non Tech • • • • • • • • • • •
  47. 47. 48

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