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FutureWalker

2008.3.20

http://futurewalker.kr

Agenda Questions

Storyline

Market

Platform

Impact

QuestionsWhat is the Smartphone?

Why Google?

What‘s going on the Mobile industry?

Who needs open platform?

What’s so special about Android?

Why not previous solution?

What kind of opportunity is there with Android?

Storyline

What?

What is the Smartphone?

What is the Smartphone exactly? Smartphone

A smartphone is a mobile phone offering advanced capabilities beyond a typical mobile phone, often with PC-like functionality.

For some, a smartphone is a phone that runs complete operating system software providing a standardized interface and platform for application developers

For others, a smartphone is simply a phone with advanced features.

There is NO

Industry standard definition of a Smartphone.

http://en.wikipedia.org/wiki/Special:Search?search=smartphone&fulltext=fulltext&sourceid=mozilla-search

Market Segments by FutureWalkerPrice

Complexity

BusinessEntertainer InternetFashion

BroadbandMessaging

Rich

Basic

Business phoneRIM

BlackBerry

Office doc, Push E-mail, Wipe out, Exchange, Notes …

Entertainer phoneApple, Sony Ericsson, Readius

Walkman, iPhone, Cybershot

http://blog.wired.com/gadgets/2008/01/readius-ebook-p.html

Music, Movies, Pictures, eBook, Games

Internet phoneLG, Apple, Nokia

KU-580, iPhone , N95

YouTube, Search, Facebook, Blogger, Maps, GPS

Fashion phoneLG, Samsung, Nokia

Fashionable, Vogue, Prestige

Mobile Broadband internet accessPC Cards, USB Modems, Gateways, Embedded Modules

참조 : http://www.3g.co.uk/PR/July2007/4874.htm

Connection Port, Form factor, Power consumption

Market Segments by Samsung

Category

Strategy

Multimedia

Business

Infortainment

Style

Basic

Connected

Device Trend

Market needs of Rich phone

Multimedia

Rich Interface

LCD, Touch

Personalization

Office

Browsers

Games

The Rich phone has to get PC-like functionality

Why Google?

Why Google ?

Why Now?

Google at present

Mobile

Interactive TV

Google at Future

What’s wrong?

Chipsets

/Platform

• Intel

• Qualcomm

• Sun

• XCE

Handset Makers

• Samsung

• LG

• P&C

Application

Developers

• IntroMobile

• Veloxsoft

Contents

Providers

• Portal

• DramaMovie

• Music

Operators

• SKT

• KTF

• LGT

Players on Value chain

Closed

Value

chain

Limited

players

Only

For ARPU

Slight

Growth

Deadlock state

Handset

Makers

• Embedded Platform vendor

• Solution vendor

Network• CDMA/GSM

• WCDMA

Contents

Provider

• Portal

• Contents Provider

• Application Developer

Platform

Why?

Users

Users

Network

Handset

Makers

Platform

Content

Provider

Open

Access

New value chain

What is the OHA? To accelerate innovation in mobile

To offer consumers a richer, less expensive, and better mobile experience.

To develop Android™ which is the open, complete, and free platform

More than 30 Companys Mobile operators

Handset manufacturers

Semiconductor companies

Software companies

Commercialization companies

The OHA’s Strength

Android

Google’s Service

Alliances

US Global

NetworkGoogle &

Alliances Alliances

Device Alliances

Platform Google

Contents AdSense Partners

Alliances for Value chain

Competitors

http://www.redfivelabs.com/content/operators.aspx

Overview of AndroidOpen

• Use freely Phone’s core functionality

• Linux & Optimized Dalvik VM

Beyond Device

• Combine Web and mobile’s Info

• Combine Web and Location

Fast & Easy Development

• Useful Libraries

• Eclipse & SDK & PC Emulator

Android’s Layers

Linux

Dalvik VM

Open

platform

Why Android?

Why Android?

Why Open Platform?

Contents Providers / Application Developers

• Low development cost, Portability

• Potential market size

Operators

• Time-to-market Service launch

• Customizable for Brand Identity

Handset makers

• Scalable architecture , Reusable, Market proved

• Royalty free, Fast development, Customizable for Identity

Chipsets/Platform

• Multi processor, power management

• Scalable architecture

* Vendor’s image is just for examples.

Players' Needs

• Limited Openness

• License model

• Differentiation from Nokia

• Not Easy development

• Who Loves Nokia?

Symbian

• Limited Openness

• License model

• Differentiation from competitors

• MFC or .NET is Easy but…

• Who loves MS?

Windows Mobile

Why not Symbian, WM?

Android Symbian Windows Mobile

License Free Yes No No

Open source Yes No No

Dependence Free Yes No No

Java VM Free Yes No No

Dev Tools Free Yes No No

Customization

FreeYes No No

Android VS Proprietary for makers

Open VS Propriety platform

Open VS Propriety platform

Open VS Propriety platform

Open VS Propriety platform

Open VS Propriety platform

Open VS Propriety platform

Open VS Propriety platform

Open Propriety

Reliability

Dependant

Single

Vendor

Flexibility

Independent

Multi

Vendor

Microsoft

Google

Nokia

Already Competition in Ads

Why Android?

Why Linux?

HSPA Wibro

WiFi

RSS Blog

Widget UMPC

MID

iPhone

N810

Trend-Mobile Web 2.0

HSPA Wibro

WiFi

iTunes

Tossi

Nate

PMP

Phone

CNS

Trend-Convergence

Application

Middleware

OS

• PC Like Web

• Innovative UI

• Rapid development

• More Functionality

• Portability

• Robustness

• Multi processor

• Seamless connection

• More peripherals

PC like requirements

Android is the answer

Why Dalvik VM?

Why Dalvik VM?

Why Java language?

Java Language

Reuse

RAD

Write Once

Why Java language?

Why not JavaVM?

Why not JavaVM?

How about iPhone?

Revolutionary Phone Widescreen iPod

Breakthrough internet device High Technology

Unix OS

Innovative Interface

Future ofMobile Web browser

What makes iPhone so cool?

Android iPhone

Network Revenue Share No Yes

Handset Revenue Share No Yes

Dependence Free Yes No

Customization Free Yes No

Development cost Low High

Operator’s Identity Yes No

Android VS iPhone for Operators

Android Maemo OpenMoko

Market

PotentialBy Google By Nokia By FIC

Openness of

sourceSome Some All

Partner’s power OHA Members Only Nokia Only FIC

Development

phaseAlpha Commercial Pre Alpha

Browser

EngineWebkit Firefox ?

Android for Contents Developer

OHA/Android LiMO LiPS

Kernel

IncludedYes No No

JavaVM

IncludedYes No No

Monopolistic

member

Google

/Platform

NEC, Samsung

/Makers

Orange

/Operators

Web browser

Right Now?Yes No No

Development

Language

Java

C/C++C/C++ C/C++

Graphics Engine SGL GTK+ GTK+

Android for Application Developers

US & Global

Open Access by Verizon in US

Google as default search engine by NTT Docomo of JP

Order made Android Phone from Dell ?

Parts Makers for DIY phone

Korea

New operator by MVNO

USIM Open, Network Open in Korea? Is it dream?

New Vision of LGT, “Open Access”

Open Access in US & Korea

Sun VS Google

Why Dalvik VM?

Why not JavaME ?

Another Dalvik, JavaFX Mobile?

Who will be the Winner?

Java in Korea

Java license fee of WIPI

Replacement with Dalvik. Is it possible?

Java would conquer the Mobile?

Linux Everywhere

DTV, IPTV, Mobile and so on.

Middleware

D-Bus, SQLite, and so on.

Baseband processor is just a modem

Some opportunities

Web browser War Webkit

Firefox Mobile

Opera

They are coming, open source

Handset Makers

Over the mobile phone market

Contents Provider

Portal Phone

Operators

Reduce the role of WIPI

Open device platform

ISVs

Who Moved My Cheese?

In my opinion

Layered architecture

Where can I show my value ?

Internet device

Embedded 2.0? Connected Experience?

Should I know Web technology ?

RIA in Mobile

Is it good for programmer ?

Eclipse

Is it cool?

Learn Linux, right now

For Embedded programmer

연락처

필명 : 퓨처워커

직종 : 플랫폼 아키텍트 & 컨설턴트

주소 : http://futurewalker.kr

메일 : marsnine@naver.com

분야: 모바일, IPTV 등의 미디어 플랫폼 비즈니스 전략 및 기술

Q&A

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