The Future of Mobile - Bob Ackerman, Allegis Capital
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Transcript of The Future of Mobile - Bob Ackerman, Allegis Capital
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 T M
The Future of Mobile
ISACA ConferenceHotel Nikko, November 8, 2011
www.allegiscapital.com
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Self Healing Networks
Grid Networks
Cloud Services
Social Platforms
Storage Visualization
LTE
Mobile Video
Location Based
Services
Wireless VoIP
OnlineApplications
SeamlessMobility
Rich MediaSearch
CompositeApplications
RFID
SemanticWeb
Biometrics
i-Book(Education)
GPS
Flexible Displays
Perpendicular Storage
2010
2010
Optical Reader
Symmetric Networks
100MbpsConsumer BB
IPv6Dominates
Interactive Video
LTEAdvanced
CognitiveRadio
CloudServices
VehicularServices
(VAN)
Health Services
(BAN)
Public Safety Services
Ad-hoc MeshSensory
Thumb Print
Scanner
3-D Printing
Fuel Cells
Large Mobile
Storage
ContentAware
Networks
2015
2015
WearableNetworks
Intelligent Optical Chip
On-demandReconfigurable Networks
250B WirelessEndpoints (RFID, Sensors)
100 to 1 Wireless vs. Wireless End Points
Speech to Speech
Translation
Natural Language
Understanding
AffordableGreen Energy
Nano Computers2020
2020
End of Broadcast TV
10TbpsBackbone
2025
Common Robotics
Holographic Storage
Tele-Immersion10Gbps Wireless
Last Wireline Phone Retired
2025
NETWORKS
WIRELESS
DEVICES
CONTENT/APPLICATIONS
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)
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Defining Mobile
Mobile market sectorsMobile + SocialMobile PublishingLocation-based servicesMobile OperatorsMobile Payments and mCommerceWireless Security
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0
200
400
600
800
1000
91 107 109 107168
224 224
328
858917
3.13B
Mobile Phones Use Worldwide
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In Millions
Mobile + Social: Smart Phone Market
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23.1%Apple
16.5%Samsung
15.5%HTC
11.1%RIM
10.7%Motorola
9.1%LG
3.1%HUAWEI
2.4%Nokia
.57%Sanyo
.56%Kyocera
.53%PrivateLabel
.48% .34%Pantech
.25%KDDI
.20%SonySony
Ericsson
(as of end of September 2011)
Mobile Market Event: Recent M&As
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NetLogic MicrosystemsSemiconductor
Acquired byBroadcam $3.7B
Hitachi, Sony, and Toshiba’s small-panel LCD Businesses
Device (Comonent, LCD)
Acquired byJapan Display K.K
$2.6B
LitePointMedia and Application infrastructure
and test platform
Acquired byTeradyne $580M
TelemapMedia and Applications
Acquired byIntel $300M
KGHM Polska Miedz’s Telefonia Dialog unit
Telecom
Acquired byNetia $289.6M
Remaining 50% stake in Volgograd-GSM
Telecom
Acquired byRostelecom $80.5M
Integrated Device Technology’s HQV & FRC Video Process. Assets
Semiconductor
Acquired byQualcomm $60M
Air2WebMedia and Applications
Acquired byVelti $19M
TotilityEnterprise IT
Acquired byMaintelHoldings
$10.7M
Mobile Market Event: VC Financings
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InMobiMedia & Applications
Investors:Softbank
$200M
Eaton ToersTelecom
Investors:Capital international
$150M
LookoutMedia & Applications
Investors:Accel Management, Andreessen Horowitz, Index Ventures, Khosla Ventures
$40M
MeLLmoEnterprise IT
Investors:Sequoia Capital
$30M
NetMobileTelecom
Investors:NTT DOCOMO
$28.4M
QuomosTelecom
Investors:Alven Capital, DFJ Esprit, Fonds Stratégique d’Investissements
$27.4M
VidyoEnterprise IT
Investors:Four Rivers Group, Menlo Ventures, QuestMark Partners, Rho Ventures, Star Ventures
$22.5M
ArcsoftMedia & Applications
Investors:Intel Capital, Tudor Ventures
$20M
iZettleCommerce and Payments
Investors:IndexVentures
$14.4M
FinestrellaTelecom
Investors:Bay Partners,Ignia Fund, Omidyar Networks, Storm Ventures
$13.8M
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Mobile Market Opportunities
Tablet computing: Soaring (Rutberg & Co. and Gartner)
Total tablet shipments will reach 326 million by 2016 Fivefold increase from 67 million tablets expected to be sold in 2011More than half of annual tablet shipments will have cellular connections by 2016Apple iPad more than half the market through 2014
Mobile payment: Mobile payments will exceed $170 billion by 2015, nearly triple the $60 billion forecast for 2011 (Jupiter Research)
Mobile commerce: Mobile commerce accounts for $6 billion, or just 2% of overall commerce could rise to $31 billion by 2016
(Forrester Research)
Mobile health monitoring:
Helps governments, care delivery organizations and healthcare payers reduce costs related to chronic diseases.
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Mobile Market Opportunities (cont’d)
Mobile advertising: Mobile advertising $530 million in 2008, grow to $7.5 billion in 2012. (Gartner)
Location-based services: $526 million in 2012, up from $96 million in 2011 (Gartner)
Mobile gaming: $11.4 billion in 2012 (Gartner)
Mobile security: 1.5 billion connective devices currently to 250 billion connective devices by 2020(Dr. Hossein Eslambolchi, former CTO/CIO of AT&T)
Where Could It All Go Wrong?
Answer: Securing the wireless frontierSecurity threats:
Spectrum of suppliers and technology with a diversified platform No secure standard Open architecture (app stores)Explosion in types and number of devicesUse of personal mobile devices in enterpriseLack of firewall on mobile
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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 2008Gartner 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.
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Other Major security threat areas
AppsSpywareMalwareSpam Access and Authentication
Mobile Security: Opportunities and Challenges (cont’d)
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Mobile Security: Opportunities and Challenges (cont’d)
What are the hottest companies in mobile security?
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SUMMARY
The Future is Mobile!
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Questions?