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12 October 2015 | Page 3
12 October 2015 | Page 4
2016 13.81
• 201613.81 YoY 7.7%
2011~2016 )
Source 2015/10
12 October 2015 | Page 5
2016 ASP
2013 ~2016 ASP )
600 2016300 61%
Source 2015/10
12 October 2015 | Page 6
Windows 10
• IFA Windows 10 Jade Primo• 10 Lumia
Windows 10• Win10
Win10
Source Microsoft 2015/10
12 October 2015 | Page 7
2015
• Nokia 2016 – Nokia C1( Android 6Marshmallow Intel Atom ..)Nokia
Android•
2011 2012 2013 2014 2015(E)
1 Apple 20.3% Samsung 29.6% Samsung 32.5% Samsung 27.8% Samsung 26.0%
2 Samsung 18.9% Apple 19.0% Apple 16.5% Apple 16.4% Apple 17.7%
3 Nokia 18.4% Nokia 5.2% Lenovo 4.9% Lenovo+Moto 7.9% Huawei 6.7%
4 Blackberry 11.4% HTC 4.7% Huawei 4.4% Huawei 6.2% Lenovo+Moto 6.3%
5 HTC 9.7% Huawei 4.4% LG 4.3% LG 5.4% Xiaomi 5.7%
Source 2015/10
2011~2015 (Unit Ratio)
12 October 2015 | Page 8
• 75%
2013 ~2017
Source 2015/10
12 October 2015 | Page 9
37% 43%26%
6% 12%40%
20% 59%
36%63%
13%30%
2016
•
• 2020 30%
Source 2015/10
2014
12 October 2015 | Page 10
(1) LTE
• 2015 4G LTE2016 4G
• 2015 LTE2015 4G LTE 3G 55%
• 4GVIVO Nubia( OPPO
129,615.7 1,006.4 156.03G
43,625.2 -4,900.3 -783.0
4G 27,724.1 17,995.8 2,672.4
2015 4G
Source 2015/10
12 October 2015 | Page 11
(2)
•• Flipkart Snapdeal Amazon• 20%
Google Firefox
2015
Source 2015/10
2013~2023
Middle class (in combination with upper class) of India will have substantial purchasing power (Current 50% ofcountry disposable income US$400 billion to 75% of total disposable income US$1 trillion by 2023).
Population Division of India 2013 2017 2020 2023
Population (Million people) 1209 1286 1319 1384
Lower Class*(US$ Billion) 1007 968 920 875Middle & Upper Class*
(US$ Billion) 201 318 399 509
1 28%2 Micromax 15%3 Intex 12%4 Lava 7%5 Lenovo 6%
12 October 2015 | Page 12
12 October 2015 | Page 13
• iPhone6S iPhone6SPlus ForceTouch“3DTouch”(3D
2015
iPhone6S Samsung Galaxy 6S Sony Xperia Z5
4.7” 5.1” 5.2”
750*1334 1440*2560 1280*1080
PPI 326 ppi 577ppi 428 ppi
IPS Super AMOLED TFT
138.3*67.1*7.1 mm 143.4*70.5*6.8 mm 146*72*7.3 mm
Apple A9 Exynos 7 QualcommSnapdragon 810
143g 138g 154g
16/64/128 GB 32/64/128 GB 32 GB
1810 mAh 2550 mAh 2900 mAh
12MP 16MP 23MP
Source 2015/10
2016
12 October 2015 | Page 14
• 2015 MWCOIS
ASPSource gadgetify 2015/10
iso
12 October 2015 | Page 15
•
•
Game Pad
App
Source HTC,Apple, dazeinfo 2015/10
12 October 2015 | Page 16
••
Source 2015/10
2014 )
12 October 2015 | Page 17
• processor - -- ,....• sim -- Apple and others?• 64 64
644GB 64 ….
•CMOS
1000-2000 HTC One M86 Plus
Apple Samsung LG /
A9/A9X Exynos 7 Nuclun 2 Kirin 950
ARM ARMv8 Cortex-A57+Cortex-A53
Cortex-A72+Cortex-A53
Cortex-A72+Cortex-A57
8 8 8
14/16 14 16 16
Source 2015/10
12 October 2015 | Page 18
2016 ?
?NTT DoCoMo's iris scan phone
emails, videos andgames onto skin
Source NTT DoCoMo, technews 2015/10
12 October 2015 | Page 19
12 October 2015 | Page 20
•• GlobalPlatform (Trusted Execution
Environment TEE)
2013 2018
Source 2015/10
Bitcoin, apple pay, google wallet, kakaopay
2,430
4,400
9,180
0
2,000
4,000
6,000
8,000
10,000
2013 2015(E ) 2018(F)
( )
12 October 2015 | Page 21
• HiFi• HiFi vivo Xplay3S vivo X5Max MX4 Pro
Smartisan T1
HiFi 2.0 DAC(Digital to AnalogConverter)
IA
Source vivo 2015/10
12 October 2015 | Page 22
Smartphone+@
•
Smartphone+Car
Smartphone+Home
Source wirelessdesignmag,wirelesszonei 2015/10
Smartphone+Healthcare
12 October 2015 | Page 23
~
• n-screen• Sharing, DIY, connectivity, IoT ,automation• Everything, Everywhere, Everyone
Cloud
Download- Streaming
n-screen
Apps
Mobile game
Source 2015/10
12 October 2015 | Page 24
12 October 2015 | Page 25
TPK
PCB
ODM ODMInfocus( )
Source 2015/10
12 October 2015 | Page 26
PCB
)
OEM
IDH&ODM
OPPO VIVOTCL
Source 2015/10
12 October 2015 | Page 27
••
•
• ZenFone
IC
TPK
Source 2015/10
12 October 2015 | Page 28
12 October 2015 | Page 29
Retail 4.0
4.0
big dataO2O
Source 2015/10
--O2O transactions (Coupon / QR Code…)-NFC Beacon…-Digital Wallet/Self Check out…
Big Data
LBS(Location Base Service)/
12 October 2015 | Page 30
WiFi
• 50Wi-Fi Gogo Panasonic Row 44
OnAir ViaSat Inmarsat• GoGo FCC 2Ku
Inflight Wi-Fi 2Ku 100Mbps
Source Ericsson, technews 2015/10
12 October 2015 | Page 31
4G AR/VR
Gaming, Multimedia, healthcare, ……AR/VR
Source BI Intelligence 2015/10
AR/VR Augmented Reality/Virtual Reality
12 October 2015 | Page 32
4G VoLTE
• GSA 2015 VoLTE 219 198Apple Asus Fujitsu HTC Huawei LG Motorola
Pantech Samsung Sharp Sony Mobile
VoLTE RCS
Source ucstrategies 2015/10 Rich Communications Services (RCS)
12 October 2015 | Page 33
• Google and Audi (2017), Tesla Motors (2019),GM (2020), Mercedes (2020), BMW (2020) andRenault (2020) and Ford (2025)
• 5G
The Rise of Autonomous Machine
Source engadget 2015/10
12 October 2015 | Page 34
TRI
2016
Smartphone+@ 2016
2016
Retail 4.0WiFi
4G AR/VR4G VoLTE