3

Click here to load reader

IDC's Tech Outlook 2011 Emerging Markets Finding ... · PDF fileIDC's Tech Outlook 2011 Emerging Markets Finding Opportunities in a Period of Hyper-growth, Hyper-competition, ... localization/contextualization,

  • Upload
    buitram

  • View
    217

  • Download
    5

Embed Size (px)

Citation preview

Page 1: IDC's Tech Outlook 2011 Emerging Markets Finding ... · PDF fileIDC's Tech Outlook 2011 Emerging Markets Finding Opportunities in a Period of Hyper-growth, Hyper-competition, ... localization/contextualization,

IDC's Tech Outlook 2011 Emerging Markets

Finding Opportunities in a Period of Hyper-growth, Hyper-competition, Recovery and Uncertainty

8:00 am Registration and Continental Breakfast Sign-in registration and continental breakfast. 8:30 am – 9:45 am Presentations 8:30 am – 9:00 am BRIC and Beyond: 2011-2015 Outlook, Philippe de Marcillac, Executive Vice President, International Business Units It is clear that many developing economies have recovered much faster than advanced ones from the effects of the Great Recession. As a consequence, we are witnessing high growth in demand for ICT products and services in many emerging markets, which in turn is providing major opportunities for our industry. It is, however, an oversimplification to assume that this simply marks a return to business as usual. In this overview session, Mr. de Marcillac will look at the various patterns of development and investment in emerging economies, across hardware, software and services, and place the markets into different groups of opportunity. He will also analyze the development and adoption of virtualization and the Cloud, business analytics and other hot areas -- topics which will be examined in further detail in the following sessions. This insight will help refine your emerging markets strategy as well as understand which are the best tactical steps your company can take, and will provide context for the remainder of the day's sessions. 9:00 am – 9:20 am Cloud and Its Relevance in Emerging Markets, Simon Piff, Director, Enterprise Infrastructure, Practice Group, IDC Asia/Pacific The rise of cloud computing is changing the ICT landscape across the globe. The first step towards cloud computing is virtualization and, with the recent attention on mobility and VDI as well as the current focus (away from recovery) to market expansion, we are expecting greater demands from across small, mid-sized and large enterprises in emerging markets. IDC expects private/hybrid cloud to dominate in terms of IT spending in the next three years in emerging markets with priority focus on virtualization, system infrastructure management, service catalog and automation, application migration as well as orchestration. However, the entry of disruptive cloud services – public and private virtual cloud – cannot be ignored and is gaining ground rapidly. Cloud services present strong global and local opportunities for providers in emerging markets with unique challenges including regulations/compliance, data sovereignty, Internet/network latency, data center facility location and proximity preference. In this session, Mr. Piff will highlight the consumption models and delivery landscape of B2B and B2C cloud solutions and services in emerging markets and how technology enablers (i.e. vendors) and providers (i.e. service providers/channels) can leverage the unique elements of these markets and their buyers to differentiate themselves for market success.

Page 2: IDC's Tech Outlook 2011 Emerging Markets Finding ... · PDF fileIDC's Tech Outlook 2011 Emerging Markets Finding Opportunities in a Period of Hyper-growth, Hyper-competition, ... localization/contextualization,

Agenda [v5.10] :: page 2 of 3

9:20 am – 9:45 am The New Consumption Model: Mobility in Emerging Markets, Sandra Ng, Group Vice President, Practice Group, IDC Asia/Pacific The rise of emerging markets on the world stage plays to their strengths, where fixed/wireline infrastructure has traditionally been weak, and a young population with a natural leapfrog inclination to the latest technologies - gadgets and social media. In a mobile-everything marketplace (a.k.a IDC's newly coined term Mobilution), IDC sees tremendous opportunities in these emerging markets dominated by a substantial installed base of mobile devices, gadget-savvy/led consumer sector, application/appstore localization/contextualization, the hyper-growth and hyper-competitive chase of a growing business community and the ambitious urbanization/digitalization plans of governments. This presentation will focus on the new consumption model enabled by the evolution of mobility across consumer, business and government in emerging markets (BRIC and beyond) and what vendors and service providers should look out for (the good and the bad) to compete and differentiate in each to achieve the strategic growth and presence to succeed as a global player in the new decade. 9:45 am – 10:00 am Networking Break 10:00 am – 12:30 pm Presentations 10:00 am – 11:00 am The Maturing Markets of China and India: Driving Hyper-Competitiveness to Gain World Economic Power, Kitty Fok, Vice President, End-User Research and Statistics Group/Greater China Research, IDC Asia/Pacific; and Jaideep Mehta, Vice President and Country Manager, IDC India By 2025, 20 of the world’s top 50 cities by GDP will be in Asia. Shanghai and Beijing will outrank Los Angeles and London, while Mumbai and Doha will surpass Munich and Denver, according to McKinsey Global Institute. Some of these cities will be larger than some sizeable countries in terms of economy. Today, in a single month, China ships as many PCs as Australia ships in a year, and it is likely by 2015, there will be a similar dynamic with regards to Japan. The government of China continues to invest heavily in its foundation of the 1000-100-10 global sourcing/offshoring initiative, initiated in 2006, with 22 cities identified as software and outsourcing locations in China. IDC expects that as the competitive supply of global delivery services heats up, the investments made by the government in China to promote its ‘Triple Play’ (convergence of fixed line, cable and broadband services) and ‘Cloud’ (particularly in Shanghai, Beijing, Shenzhen, Hangzhou and Wuxi) initiatives will tip the balance in favor of the Chinese cities by 2014. As China continues to mature, the next hyper-growth market, India is not sitting back. Both are competing to gain world economic power, presenting unique opportunities and challenges to ICT vendors. The Indian government, in particular at the state level, is aggressively competing for public-private partnerships and investments to transform its infrastructure and broader development programs. Utility reforms, telecommunication transformation and intelligent cities/communities are some of these priority initiatives. India’s B2B market, known for its entrepreneurial spirit, has a strong preference for OPEX consumption model, leading to great opportunities in the cloud/data center space. Smart pricing, including back-to-back revenue sharing/risk-reward sharing models, are comparatively commonplace in India with sophisticated financial flexibility that is competitively essential. In this session, Ms. Kitty Fok and Mr. Jaideep Mehta will share key insights into these markets and what their capabilities can bring to buyer organizations (in the global economy context) and the ICT industry.

Page 3: IDC's Tech Outlook 2011 Emerging Markets Finding ... · PDF fileIDC's Tech Outlook 2011 Emerging Markets Finding Opportunities in a Period of Hyper-growth, Hyper-competition, ... localization/contextualization,

Agenda [v5.10] :: page 3 of 3

11:00 am – 11:45 am Seeking Renovation: The New Paradigm of Growth in Latin America and Brazil, Mauro Peres, Country Manager, Brazil Latin America continues to outpace developed economies' ICT demand growth, fueled by eager consumers with higher incomes and spending desires, governments eager to establish a new paradigm of innovation and competitive differentiation, and enterprises seeking to evolve their business models as fast as they are renewing their outdated technology platforms. In a region seeking to reinvent itself to compete in the next decade, Brazil will remain the growth powerhouse, World Cup and Olympics included. This presentation will dive into the resulting forces in the ICT market in Latin America and Brazil: a renovation of the infrastructure in search of cloud-readiness and of a network prepared for higher speeds and traffic capacity; a renovation of the applications in search of real-time business processes; and a renovation of governments and cities showing symptoms of long-term growth desires. All of this, amidst an explosion of consumer spending where ‘everything mobile’ and ‘everything social’ will once more threaten to reshape the competitive landscape. 11:45 am – 12:30 pm CEE and MEA Regions: Growth Opportunities in a Period of Recovery and Uncertainty, Jyoti Lalchandani, VP and Regional Managing Director, IDC Middle East and Africa While the regions of Central and Eastern Europe and Middle East and Africa represent a significant source of ICT market demand, economic developments and political uncertainty continue to shape growth dynamics and opportunities by country. This session will take a broader look at some of the key developments and ICT market trends within CEE and MEA regions, covering topics such as possible scenarios for the Middle East in a period of transition, the emergence of Africa, the return of Russia, and country specific opportunities in other parts of Central and Eastern Europe. It will also examine the impact of technology change on IT proliferation and usage, the transformation of business models, and innovation in very different and diverse economic environments.