Innovation Challenges in the Wireless Broadband Eco-System
1.
2. Unlike invention, which usually requires a flash of inspiration,
innovation is a process of coordinated activities that, when
linked with identified opportunities, generates new value for the
organisation and the customer.
3. Country 2008-2009 Rank Country 2009-2010 Rank
USA 5.28 1 Iceland 4.86 1
Germany 4.99 2 Sweden 4.85 2
UK 4.84 3 Hong Kong 4.83 3
Sweden 4.82 4 Switzerland 4.82 4
Singapore 4.81 5 Denmark 4.72 5
South Korea 4.73 6 Finland 4.66 6
Switzerland 4.73 7 Singapore 4.65 7
Denmark 4.69 8 Netherlands 4.62 8
Japan 4.65 9 New Zealand 4.60 9
Netherlands 4.64 10 Norway 4.59 10
Canada 4.63 11 USA 4.57 11
Hong Kong 4.59 12 Canada 4.55 12
Finland 4.57 13 Japan 4.50 13
… … … … … …
Malaysia 4.06 25 Malaysia 3.77 28
8. “We create the Internet” “We use the Internet” “We live and breathe in
the Internet”
Create Use Live
9. Devices/Users Gbytes Mobile Internet Capacity
1,000,000 Mobile
14
Capacity
Internet Demand
100,000 12
Desktop
10,000 Internet 10
1000 PC
10B+ 8
Connected
+1B Devices
100 Minicomputer 6
Capacity
+100M Supply
10 Mainframe 4
+10M
1 2
+1M
0
1960 1970 1980 1990 2000 2010 2020 2010 2011 2012 2013 2014 2015 2016
Source: Morgan Stanley Mobile Internet Report Dec ‘09 Source: Rysavy Research Feb;10
10. Subscribers (MM) First 20 Quarters Since Launch
100
80
Mobile Internet
60
40
Desktop Internet
20
0
Q1 Q3 Q5 Q7 Q9 Q11 Q13 Q15 Q17 Q19
Quarters Since Launch
Note AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Source: Morgan Stanley Research Estimates, April 2010
11. Global Mobile vs. Desktop Internet User Projection, 2007 – 2015E
Internet Users(MM)
2,000
1,600 Desktop Internet Users
1,200
Mobile Internet Users
800
400
0
2007E 2008E 2009E 2010E 2011E 2012E 2013E 2014E 2015E
Source: Morgan Stanley Research Estimates, April 2010
12. Beyond email. Beyond voice
10GB 600
Average data usage per month Concurrent users per site
548GB
Highest user consumption record in 1
month
Over 57% 1,700TB
Rich Media activities on P1’s network Average monthly network traffic
[SOURCE: Michael Lai Keynote Speech, WiMAX Forum SEA Regional Focus Conference 2010]
13. AT&T's iPhone Mess KDDI Confirms LTE Migration Plan
The iPhone has swamped AT&T's But Will Use WiMAX and WIFI too
KDDI’s President and Chairman, Tadashi
data network and sparked a
Onodera stated at GSMA Mobile Asia Congress
consumer rebellion. 2010.
TeleGeography Comms
Update
Cover Story Wed, 17 Nov 2010
February 3, 2010
A Network Optimized for Mobile Voice LTE will not be sufficient to cope with such
Cannot Handle High Numbers of Mobile huge data demands so we also need to use
Internet Users other technologies such as WiMAX and WiFi
Traffic Equivalents*
1 Laptop= 15 Smartphones = 450 Voice
Handsets
[ Source: Cisco, 2009]
19. Disruptive Transformation
Bandwidth Applications
• Apps and Apps Store
• Higher quality-of-experience
• Higher sessions and session rates
• New monetization models
Applications
20. Android Market
Windows
App Store
Marketplace
Verizon Media Blackberry App
Store World
Mobile
Telus Mobility App
Store App Stores Ovi Store - Nokia
PlayNow Arena –
Symbian Apps
Sony Ericsson
Samsung App PocketGear App
Store Store
21. Consumers increasingly
want to access the same
Internet content and
services on their mobile
phones that they can
from fixed access/PCs
27. Exceeds 2 Billion views a day. Nearly double the prime-time
audience of all 3 major U.S. broadcast networks combines
24 hours of video uploaded every minute
Average person spends 15 minutes a day on YouTube
More video uploaded to YouTube in 60 days than all 3
major US networks created in 60 years
Hundreds of Millions of videos watched every month on
mobile devices
The YouTube is embedded across 10s of Millions of Website
28. Net Traffic Exponential
Growth!
1% Rule
(Internet Culture)
One will create content, 10 will
"interact" with it (commenting or
offering improvements) and the other
89 will just view it.
90-9-1 Principle
1% of people create content, 9% edit
or modify that content, and 90% view
the content without contributing.
[Sysomos analyzed over 2.5 million YouTube videos that were embedded in blog posts between July and December 2009.]
29. 1 All services executed in the Cloud
1.
Ecosystem.
Government Data
2.
2 Government Data Aggregation across
Ministries.
3.
3 Dashboarding Reports for easy review. 2
4. Intelligent Services Delivery Platform for
4
quick public dissemination.
5.
5 Tablet/Slate machines for easy
technology adoption.
5 Tablet for
5
Government 1
Secured
Information
Aggregation
4
Information
3
Presentation Trademarks shown belongs to respective
owner
29
31. Helping to Position Malaysia
Patent Ranking at the Global Level
WIPO-World Intellectual Property Organisation
PCT - Patent Cooperation Treaty
2010 49% 51% 28th 302
Patents 38th
218
Patents
2009 41% 186th 59% 30th
3,254th
205
2008 91% 33rd Patents
0 5 10 15 20 25 30 35 40
PCT/WIPO Ranking
MIMOS Other Malaysian Applicants
32. Driving National Priorities
• Economic Growth
• Competitiveness
• Productivity
• High-income Jobs
• Better Quality-of-Life
Creating the Global Malaysia Incorporated
34. Revenue growth
Late
Majority, Conser
Early
vatives
Majority, Pragma
tists
Early Laggards, Sceptic
Adopters, Vision s
aires
Lead Users,
Innovators
LU EA EM LM La
Time
The Chasm Crack 2
Crack 1 Crack 3
Communications
Breakdown
36. Loyalty
iPod
The “Cloud” iTunes iPhone
Mobile
Internet
Innovation
“Think Different”
Entertainment Apple TV iPad Closing
The Gap
Macbook
Air
Mobile Computing
38. TECHNOLOGY CREATION RESEARCH DEVELOPMENT COMMERCIALISATION MARKET
MIMOS
Research & Development
and Technology Transfer
Venture Capital
Universities
Partners
Technoprenuers
Research
Institute
K-Industries
Business Matching
Market Research
Market Research
39. MIMOS’ Role in Industry & Market
Creation
Basic Applied Product System Service Market
Research Research Company Integrator Provider Creation
MIMOS’ Charter: Commercialisation Path:
• IP Creation • Productisation
• Prototype Development • Business Planning
• Technology Transfer • Product Lifecycle
• Manufacturing
Inflection Point for • Regulatory Approval
Commercialisation • Branding & Distribution Channel
Industry Gap Commercial Risk
Risk magnitude
Critical
Competency Technology risk
lacking
39
40. Issue #1: Local Product Companies Are Small
- Minimal revenue; minimal
impact on economic needle
Global/Export
- Require substantial Revenue
handholding
- No financial stamina to go
global
Reseller/Se
System Product
rvice
Integrator Company
Provider
Domestic
Revenue
42. Issue #2: Large Domestic Companies
Are Not Product Companies
- Not keen to invest in R&D
- Risk averse in new technology
- Difficulty in justifying new Global/Export Missing
Revenue
venture to the Board
Reseller/Se
System Product
rvice
Integrator Company
Provider
Domestic
Revenue
43. Large Companies Competencies
Design &
Basic Applied System Service
Product Market
Research Research Integrator Provider
Company
Business
Critical Competency
Competency
Box
Technology
Competency
Competency
44. Issue #3: Difficult for Small Local
Product Companies to Engage MNCs
• MNC reluctant to work with non reputable local
product companies
• Sustainability
• Capability
• Branding
• Local product companies has problem to meet the
stringent requirement of MNC
• CMMI
• ISO
• IP protection
45. Basic Product System Service
Applied Market
Research Company Integrator Provider
Research
(Universities) (Industry) (Industry) (Industry)
DEVELOP TECH TRANSFER DRIVE SUPPLY
• Center of Excellence • Domain expertise
• Global IP Protection training
• Technology Transfer
NURTURE TECH VENTURE & INCUBATION DRIVE DEMAND
GO-TO-MARKET WORLD CLASS PRODUCT GO GLOBAL
• Market Proof of Concept/Pilot • Product development • Channel development
• Leverage Government/GLC • Product Lifecycle Mgt • Business Matching with
procurement process/projects • Manufacturing/Production MNC and market
Strategies
• Regulatory Approval
How the government of New Zealand has tried to kick start a number of innovation initiatives to boost the economy. New Zealand has a rich pool of creative and commercially- minded scientists with world-class research and development facilities. It has steadily inched up in the innovative sphere by providing a stable business environment for business with research and development costs of 50 per cent lower than inEurope and the United States.New Zealand is a small and isolated economy which, at least in a textbook sense, is institutionally almost ideal for promoting local entrepreneurship and innovation.It also has a supportive business environment – for example, research and development is 100 per cent tax deductible – and has an IP regime that protects investment.
Morgan Stanley predicted shipment of Smartphones will be greater than PCs by end of 2012.http://www.morganstanley.com/institutional/techresearch/pdfs/MS_Internet_Trends_060710.pdf
Mobile operators worldwide see mobile broadband as the fastest growing business opportunity delivering an exciting range of services from Video on Demand and interactive gaming on the mobile network.Mobile data is overtaking messaging as a revenue source and is growing rapidly as the biggest success since voice
P1 CEO, Michael Lai in his Keynote speech at WiMAX Forum SEA Regional Focus Conference 2010.
What is the secret formula for a well connected society?
The higher the bandwidth, the more sophisticated the applications. Richer in content, more powerful and connectivity dependent.Opens up new opportunities for monetization.
Developing countries are the most enthusiastic users of social networking, according to a new survey of over 50,000 people worldwide.Market research firm TNS found that countries such as Egypt and China have much higher levels of digital engagement - over 50 percent - than mature markets such as Japan (20 percent), Denmark (25 percent) or Finland (26 percent) - despite the fact that the latter have a more advanced internet infrastructure.The heaviest users of social networking are in Malaysia, where they rack up nine hours per week, Russia, with 8.1 hours per week and Turkey with 7.7 hours per week.And Malaysians have most social network friends, averaging 233, closely followed by Brazilians with 231. The least social are the Japanese with just 29 friends and Tanzanians with 38. Surprisingly, Chinese consumers only have an average of 68 friends in their networks despite being heavy users of social networking sites.
User Generated Content (UGC).It can topple country like Egypt.
Number of Days to Reach 1 Million Units SoldiPad = 28 days (one of the fastest growing new consumer computing devices).iPhone = 74 daysNintendo Wii = 13 daysNointendo DS = 15 daysCompared to Mac which uses 6.37x compared to iPhone, iPad is about 2.07x and Blackberry about 0.09x
Need the third line combined effort MIMOS and Commercial Company
Difficult to justify venture to their bookVerbalize new market and international presence
Need the third line combined effort MIMOS and Commercial Company