Mobile Megatrends

Steve Ives CEO Taptu Ltd

MoMo Ukraine September 2006

Slide 2

Background

• Steve Ives– Founder of Taptu Ltd, August 2005– VP Business Development Qualcomm 2004-05– Qualcomm acquired Trigenix for $36m October 2004– Founder and CEO of Trigenix Ltd 2000 - 2004– Trigenix awarded ‘Best Wireless Application

Developer’ 3GSM 2003– 3 previous successful Cambridge-based startups– MBA Wharton School, MA Cambridge Univ.

BEST WIRELESS APPLICATION DEVELOPER

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Megatrends

• Silicon• Bandwidth• 4G• Tariffs• Ubiquitous WiFi• Mobile Internet take-off• Music• Search (content discovery)

Slide 4

Silicon1 GHz, 7.2Mbps6 MP, 4m tri/s30 fps VGA rec/play

225 MHz, 7.2/1.8Mbps4 MP, 100k tri/s30 fps QVGA rec/play

150 MHz, 7.2/0.384Mbps2 MP, 50k tri/s15 fps QCIF rec/play

150 MHz, 384 Kps2 MP, 50k tri/s15 fps QCIF play(6225)

Silicon

Slide 5

Bandwidth

10 Mbps

1 Mbps

100 Kbps

10 Kbps

2000 2002 2004 2006 2008

2G(GSM)

2.5G(GPRS)

3G(W-CDMA)

3.5G(HSDPA)

4G(OFDM)

Slide 6

4G

Intel OFDM(WiMax, WiBro)Qualcomm OFDM

(Flarion, Flow-OFDM)

MNO OFDM(NTT DoCoMo etc)

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Tariffs

100

10

1

0.1

2000 2002 2004 2006 2008

2.5G tariff$10 per Mbyte

3G tariff$1 per Mbyte

4G tariff$? per Mbyte

Cellular

WiFi

$ per Mbyte

Slide 8

Ubiquitous WiFi - $40 handset

Slide 9

Mobile Internet take-off

BBC WAP traffic (number of requests) by year

Slide 10

Music

1,000

100

10

2000 2002 2004 2006 2008

$35

2006

Costof

1 GBflashcard

$100

2005

$700

2003$400

2004

Slide 11

Search (content discovery)

taptu.com/xhomeG

Search

Beyonce

Settings Go to Taptu UK?

Slide 12

Conclusion

• Relentless reduction in cost of wireless bandwidth and storage is driving take-off of mobile internet

• ‘Free’ WiFi hotspots will accelerate shift to data-centric mobile world

• Will be driven by music and news first, other services following

• Ability to discover services and content becomes crucial, placing mobile search at centre stage