Telecommunications

Mobile computing

Data center

Cloud

computing

Content providing

Digital media

Ads, social network

Semiconductor Optoelectronics

Network

equipment

Call center

Software engineering IT service

Information & Communication Technology (ICT)

Entertainment

computer

PDA, smart phone

ICT

ICT goods and service industry • Semiconductors/optoelectronics/electronics • Computing devices, networking equipment,

entertainment equipment (TV, game) • Telecommunication (devices, system & service) • Servers for data center, cloud computing • Software, IT service (BPO)

ICT-enabled/ICT-driven industries • Business process, productivity improvement • e-commerce: online retailing, business transactions • Advertisement, entertainment, gaming, digital

content distribution • Health care, education/training, social • Energy, resource, environmental management for

sustainability (“green” IT)

Information and Communication Technology

Source: OECD Information Technology Outlook 2010; Gartner (for IT service); Insight Research Corp. (telecom)

Not including ICT-enabled or ICT-driven economy

A-Computers B-Communication

C-Consumer

D-Electronic E-Miscellaneous F-Measuring

0

1 000

2 000

3 000

4 000

5 000

6 000

7 000

8 000

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

OECD A-Computers and peripheral equipment OECD B-Communication equipment

OECD C-Consumer electronic equipment OECD D-Electronic components

OECD E-Miscellaneous OECD F-Measuring and precision equipment

Non-OECD Total ICT+ goods

O

E

C

D

$B

2010 2012

$770 B

IT service

Telecom only

$2 100 B ICT goods global trade

OTHERS

~$

7-8

tri

llio

ns

Est. global

ICT

business

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

5000 yrs after Egyptian papyrus

2000 yrs after Chinese paper

573 yrs after Gutenberg

244 yrs after 1st edition

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

You’re lost. Should have turned left back there

No… I’m not. Gonna be OK

Yes you are. Stop at the next gas station and ask

for direction

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

~$ 7-8 trillions

Est. global

ICT

business

~$ 30.7 trillions

~ 4 X

ICT-enabled, ICT-driven industries

Excerpted from KPCB Mary Meeker’s presentation. Extra text/graphic annotation added by author

Telecommunications Mobile computing

Entertainment

Data center

Cloud computing

computer

PDA, smart phone

Content providing Digital media Ads, social network

Semiconductor Optoelectronics

Network equipment

Call center

Software engineering IT service

ICT

ICT goods and service industry • Semiconductors/optoelectronics/electronics • Computing devices, networking equipment,

entertainment equipment (TV, game) • Telecommunication (system & service) • Servers for data center, cloud computing • Software, IT service

ICT-enabled/ICT-driven industries • Business process, productivity improvement • e-commerce: online retailing, business

transactions • Advertisement, entertainment, gaming, digital

content distribution • Health care, education/training, social • Energy, resource, environmental management

for sustainability (“green” IT)

Economic

Business Social

From: The knowledge economy and society - Andre Saito

Knowledge has become the main resource

Source: Prof. Katsuhiro Umemoto JAIST

Agricultural

age

Industrial age Capital

Knowledge

Land

Labor

Knowledge age

http://pib.nic.in/archieve/lreleng/lyr2003/rjan2003/04012003/r040120032.html

Source: India President's Speech to the 90th Session of The Indian Science Congress

Virtually every developed economy embraces an industrial policy for its digital economy (since ~ mid-1990’s to present)

WB IC4D (2009)

World Bank: Every 10% increase of broad band produces 1.2-1.4% rise in GDP

Network readiness index

An example of innovation

Evolution of the phone Electromechanical rotary Electronic desktop

Cell phones

Cell phone evolution

Just when you thought there is nothing left to innovate in cell phone

Growth of smart phones

AAPL - Apple

MSFT - Microsoft

?