CIO Executive Forum - AT&T®An Overview of Emerging Devices PNDs Digital Cameras/ Camcorders...

© 2011 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Emerging Devices:

An Embedded Future

Glenn LuriePresident Emerging Devices,Resale and Partnerships


An Overview of Emerging Devices

PNDs

Digital Cameras/Camcorders

Computing

In-Car,Telematics

Smart Home

eReaders

Gaming

The AT&T Networks

Wireless + BroadbandWi-Fi + International Tracking

Picture Frames

Tablets

Healthcare

Seeing tremendous growth in wireless data, EDO was formed in 2008 to:

• Bring wireless connectivity to a host of new devices and applications

• Build strong alliances to launch innovative products and experiences

• Deliver results by providing a new revenue to AT&T

2

Rapid Growth of

Connected Devices

3

2008 2009 2010 2011 2012 2013 2014

U.S. Sales of WWAN EmbeddedPortable CE Devices(in millions)

~1.7M

~60M

*Source: Strategy Analytics, WAN Enabled CE Devices US Market Forecast, Sept. 2010

Our vision is that by 2020, we will have 50 billion connected devices

- Ericsson CEO, Mar 2010

There will be 1 trillion devices connected to the Internet by 2013

- Cisco CTO, Mar 2010

20 Billion connected devices by 2020

- telecomseurope.net, Feb 2010

Non-Handset Devices to Account |for $90 Billion in Operator Revenue by 2013

- Rethink Wireless, Sep 2008

The total available market for embedded CE devices is projected to grow at a 41% compound annual growth rate (CAGR) in the US, through 2014.

- Strategy Analytics, Sep 2010


2Q09 3Q09 4Q09 1Q10 2Q10 3Q10 4Q10

3.2 M

11 M

Significant Growth Driven

by Emerging Devices

4

AT&T EDO Subscribers by Quarter


Key Learnings

5

Strong Momentum for eReaders

6

•11 Million Sold in 2010, 72 Million by 2014*

•Device Price

•Customer Experience

•Vertical Integration with Books and Magazines

•41 million “Purists” read at least 12 books a year

•Mobile Broadband/Speed


*Yankee Group, Feb. 2011


iPad – Proof of Life

• 14.8 million sold in 2010*

• Highest Score Ever onAmerican Consumer Satisfaction Index

• 45 devices at CES 2011 –offering choice in OS, form factor, and use case

Tablets Taking Off

7

*Apple quarterly results, Jan 2011


Next Key Areas:

Healthcare, Automotive

8

AT&T’s Healthcare Strategy

9

AT&T’s vision: To encourage health and wellnessthrough wireless connectivity

• Support the ecosystem to provide constant and timely access to data anytime, virtually anywhere

• Improve healthcare productivity and efficacy of treatments

• Find opportunities to reduce costs in our healthcare systems

• Enable opportunities to promote wellness and healthy lifestyles

Disease Management

Wellness & Healthy Lifestyle



AT&T’s Automotive Strategy

AT&T’s vision: Engage all auto makers to integrate wireless into the vehicle for safety, diagnostics and entertainment

• Establish a marketshare lead in embedded vehicle connectivity

• Bring connectivity through AT&T’s broad portfolio of wireless networks and technology, including WAN, Wi-Fi, and Bluetooth

• Engage chip makers to provide low cost, automotive grade 3G modules

Embedded

Tethered

3G Chips

10


How Will We

Be Successful?

11


Choosing the Right Technology

GPRS48K

Time 2G

EDGE237K

3G

4G

UMTS384K

HSDPA1.8M

HSPA7.2M

(Began 2009, planned completion 2011)

HSPA3.6M

Based on theoretical peak speeds. Actual speed experienced will be less.* Based on HSPA 7.2 theoretical max

Coverage not available everywhere.

FutureDeployment

LTEOver 7X*

(Trials began in 2010)

HSPA+Over 2X*

(Initial deployment beginning 2010)

GSM: Backward Compatible

as Technology Evolves

12


Flexible Business Models

Providing Options to Give Customers Choice

Postpaid DataDell Inspiron Mini 10 HD

• $39.99 with device subsidy

• 2-year contract

• 5 GB data per month

• Direct customer relationship with AT&T

Prepaid DataApple iPad

• Buy monthly 3G sessions as needed

• No contract

• No device subsidy

• OEM distributes

• User connects with an AT&T experience

13

Wholesale DataAmazon Kindle

• Transport included with the book

• No subscription

• No device subsidy

• No connection between customer and carrier


Continue to Build on Success

A winning team – one-stop shop, a “start-up” within AT&T

Business model flexibility and openness

Fastest Mobile Broadband Network… Getting Faster with 4G*

Best-in-class sales and distribution

4G

14

*4G speeds require a 4G device and are delivered when HSPA+ technology is combined with enhanced backhaul. 4G speeds will be available in limited areas with availability increasing with ongoing backhaul deployment.


Thank you!

CIO Executive Forum - AT&T®An Overview of Emerging Devices PNDs Digital Cameras/ Camcorders...

Documents

Transcript of CIO Executive Forum - AT&T®An Overview of Emerging Devices PNDs Digital Cameras/ Camcorders...