The Future of Mobile - Bob Ackerman, Allegis Capital
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This document discusses key trends in the mobile market including devices, sectors, usage statistics, and recent mergers and acquisitions. It outlines that tablets and basic cell phones currently dominate the mobile device market. The mobile sectors discussed are mobile and social, mobile publishing, location-based services, mobile operators, and mobile payments. Worldwide mobile phone usage statistics from 2011 show over 900 million users. The document also summarizes the top mobile operating systems and recent examples of mobile company mergers, acquisitions, and venture capital financings.
The Future of Mobile - Bob Ackerman, Allegis Capital
- 1. C O M P E T I T I V E A D V A N T A G E T H R O U G H A C T I V E C O R P O R A T E P A R T N E R I N G TM The Future of Mobile ISACA Conference Hotel Nikko, November 8, 2011 www.allegiscapital.com
- 2. NETWORKS Self Healing Networks Perpendicular Storage DEVICES Storage Visualization Flexible Displays 3-D Printing Social 100Mbps Platforms Consumer BB Fuel Cells Content IPv6 Aware GPS Dominates Networks Large Cloud Wearable Mobile Services Symmetric Networks Nano Computers Storage Networks Intelligent Optical Chip i-Book Thumb (Education) Affordable Print Grid On-demand 10Tbps Common Green Energy Scanner Optical Reconfigurable Robotics Networks Reader Backbone Networks End of Holographic Broadcast TV Storage 10Gbps Wireless LTE Interactive 250B Wireless Last Wireline Tele-Immersion Natural Video Endpoints (RFID, Ad-hoc Mesh Phone Retired Language Sensory Sensors) Understanding Biometrics Mobile 100 to 1 Wireless Speech to Public Safety Video vs. Wireless End Speech Services LTE Points Translation Health Semantic Location Advanced Web Based Services Services Vehicular (BAN) Cognitive Services Cloud (VAN) RFID Wireless Radio Services VoIP Online Rich Media Search CONTENT/ Applications Seamless Composite WIRELESS Mobility Applications APPLICATIONS 2
- 3. Defining Mobile Devices making up the mobile market (today) Tablets (iPad, HTC, LG, Motorola and RIM, and others will soon join the fray) Basic cell phones (Casio, HTC, Kyocera, LG, Motorola, Nokia, RIM, Samsung, Sanyo, Sony Ericsson) 3
- 4. Defining Mobile Mobile market sectors Mobile + Social Mobile Publishing Location-based services Mobile Operators Mobile Payments and mCommerce Wireless Security 4
- 5. Mobile Phones Use Worldwide 1000 In Millions 917 858 800 600 400 328 224 224 200 168 91 107 109 107 0 5
- 6. Mobile + Social: Smart Phone Market 23.1% 16.5% 15.5% 11.1% 10.7% Apple Samsung HTC RIM Motorola 9.1% 3.1% 2.4% .57% .56% LG HUAWEI Nokia Sanyo Kyocera .53% .48% .34% .25% .20% Sony Private Pantech KDDI Sony Ericsson Label (as of end of September 2011) 6
- 7. Mobile Market Event: Recent M&As Hitachi, Sony, and Toshiba’s LitePoint NetLogic Microsystems Semiconductor small-panel LCD Businesses Media and Application infrastructure Device (Comonent, LCD) and test platform Acquired by Acquired by Acquired by Broadcam Japan Teradyne Display K.K KGHM Polska Miedz’s Remaining 50% stake Telemap Media and Applications Telefonia Dialog unit in Volgograd-GSM Telecom Telecom Acquired by Acquired by Acquired by Intel Netia Rostelecom Integrated Device Technology’s Air2Web Totility HQV & FRC Video Process. Assets Media and Applications Enterprise IT Semiconductor Acquired by Acquired by Acquired by Qualcomm Velti Maintel Holdings 7
- 8. Mobile Market Event: VC Financings InMobi Eaton Toers Lookout Media & Applications Telecom Media & Applications Investors: Investors: Investors: Softbank Capital Accel international Management, Andreessen Horowitz, Index Ventures, Khosla Ventures MeLLmo NetMobile Quomos Vidyo Enterprise IT Telecom Telecom Enterprise IT Investors: Investors: Investors: Investors: Sequoia NTT Alven Four Rivers Capital DOCOMO Capital, DFJ Esprit, Group, Menlo Fonds Stratégique Ventures, QuestMark d’Investissements Partners, Rho Ventures, Star Ventures Arcsoft iZettle Finestrella Media & Applications Commerce and Payments Telecom Investors: Investors: Investors: Intel Index Bay Partners, Capital, Tudor Ventures Ignia Fund, Omidyar Ventures Networks, Storm Ventures 8
- 9. Mobile Market Opportunities Tablet computing: Soaring Mobile payment: (Rutberg & Co. and Gartner) Mobile payments will exceed Total tablet shipments will $170 billion by 2015, nearly reach 326 million by 2016 triple the $60 billion forecast Fivefold increase from for 2011 (Jupiter Research) 67 million tablets expected Mobile commerce: to be sold in 2011 Mobile commerce accounts for More than half of annual tablet $6 billion, or just 2% of overall shipments will have cellular commerce could rise to connections by 2016 $31 billion by 2016 Apple iPad more than half the (Forrester Research) market through 2014 Mobile health monitoring: Helps governments, care delivery organizations and healthcare payers reduce costs related to chronic diseases. 9
- 10. Mobile Market Opportunities (cont’d) Mobile advertising: Mobile gaming: Mobile advertising $530 $11.4 billion in 2012 (Gartner) million in 2008, grow to $7.5 billion in 2012. (Gartner) Mobile security: 1.5 billion connective devices Location-based services: currently to 250 billion $526 million in 2012, up from connective devices by 2020 $96 million in 2011 (Gartner) (Dr. Hossein Eslambolchi, former CTO/CIO of AT&T) 10
- 11. Where Could It All Go Wrong? Answer: Securing the wireless frontier Security threats: Spectrum of suppliers and technology with a diversified platform No secure standard Open architecture (app stores) Explosion in types and number of devices Use of personal mobile devices in enterprise Lack of firewall on mobile 11
- 12. Mobile Security: Opportunities and Challenges Mobile Payment provides significant opportunity for security hackers Gartner: number of mobile payment users worldwide : 73.4 million in 2009, up 70.4% from 2008 Gartner predicts that the number of mobile payment users will reach more than 190 million in 2012, representing more than 3% of total mobile users worldwide Security hackers will focus attention on the mobile industry and target smart devices for financial gain. 12
- 13. Mobile Security: Opportunities and Challenges (cont’d) Other Major security threat areas Apps Spyware Malware Spam Access and Authentication 13
- 14. Mobile Security: Opportunities and Challenges (cont’d) What are the hottest companies in mobile security? 14
- 15. SUMMARY The Future is Mobile! Questions? 15
Editor's Notes
- #12: All of these things converge to create a crisis Like an atomic bomb, all of these factors come together to create an explosion, then the punch-line is: 50% of Fortune-500 enterprises in 2012 plan to spend more on data leakage/data loss prevention technologies and processes (Ernst & Young Survey)“We live in a world where Apple is offering 300,000 apps, there are 200,000 Android apps, not to mention all the other app stores – and another 5,000 are appearing daily.
- #14: “We live in a world where Apple is offering 300,000 apps, there are 200,000 Android apps, not to mention all the other app stores – and another 5,000 are appearing daily.”