ISACA Conference Hotel Nikko, November 8, 2011

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
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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)
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4. Defining Mobile
Mobile market sectors
Mobile + Social
Mobile Publishing
Location-based services
Mobile Operators
Mobile Payments and mCommerce
Wireless Security
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5. Mobile Phones Use Worldwide
1000
In Millions 917
858
800
600
400
328
224 224
200 168
91 107 109 107
0
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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)
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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
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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
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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.
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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)
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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
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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.
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13. Mobile Security:
Opportunities and Challenges (cont’d)
Other Major security threat areas
Apps
Spyware
Malware
Spam
Access and Authentication
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14. Mobile Security:
Opportunities and Challenges (cont’d)
What are the hottest companies in mobile security?
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15. SUMMARY
The Future is Mobile!
Questions?
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