Strategy_Analytics_Strategy_Analytics_Global_Wireless_Practice_MWC_2016_Wrap_Up

March 1, 2016 Copyright© 2016 Strategy Analytics, Inc.

Strategy Analytics MWC 2016 Wrap Up

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Market Analytics

IoT System Analytics

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Strategy Analytics Global Wireless Practice

MWC 2016 Wrap Up

Susan Welsh de Grimaldo, Director - Operators and Networks

David MacQueen, Executive Director - Apps and Media

Cliff Raskind, Director - Wearables

Neil Mawston - Executive Director - Devices

Laura DiDio, Director - Systems Research and Consulting


Network Evolution on the Path to 5G • Boosting 4G performance with LTE-Advanced Pro

• Huawei targeting 60 operators for GigaRadio solution, focused on HD voice/video use cases

• Nokia’s AirScale 5G-ready base station, upgrade to Flexi

• 5G trials and partnerships, with specifics emerging on radio and platforms • Ericsson, Nokia, Samsung, Intel all prominent partners; SKT,

KT, NTT DoCoMo, Verizon, China Mobile, DT, T-Mobile, AT&T involved in testing/platforms

• 5G Open Trial Specification Alliance

• Network slicing, massive MIMO, beamforming, massive carrier aggregation

• Collaborations for emerging market growth • Telecom Infra Project (TIP) looking to “reimagine” network

technologies and deployment approaches

• Google & Orange with $40 smartphone/service bundle

• Sponsored data bringing in brand partners March 1, 2016 4 Copyright© 2016 Strategy Analytics, Inc.

• CEM deals part of OSS/BSS transformation story • Telefonica “Customer Experience Index” end-to-end, real-time

measure customer service

• Ericsson/Vodafone deal for “real-time, end-to-end, big data analytics”

• SDN/NFV moving to field trials and commercial deployments, boosting service agility • Ericsson partners with Amazon Web Services

• Cisco Ultra Services Platform with DT and SKT

• Evolution in voice and text • Google’s universal profile for RCS, Telefonica with WebRTC demo

• SIMs in smartwatches, e.g. DT & will.i.am, Telefonica & Samsung

Digital Transformation and Innovation


Solutions and strategies feeding into operator drive to improve customer experience and service agility to enable new business models

Virtual Reality – Content Partners

6

HTC Vive Samsung Gear VR

Content Partners

• 170+ apps • Google Cardboard

apps “locked out”

• 100+ apps • Only for Steam games • Will compete with

PlayStation VR for gamer audience

LG 360 VR

• 1,000+ apps • Few major content

providers • Quantity over quality


Developer Survey: Which devices do you develop for?

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Last Year

This Year

Next Year

7

Strategy Analytics Developer Survey, December 2015,

n=751


Developer Survey: Apps for which wearable devices?

0

20

40

60

80

100

120

140

Launched an app

Developed but not launched an app

Intend to develop an app

8

Strategy Analytics Developer Survey, December 2015,

n=300


Mobile Payments Momentum and Third-Party Devices

• PayPal • Supporting NFC payments in Android

• Partnerships with Vodafone (Wallet) and America Movil (money transfer)

• Samsung Pay • Continued traction: $500M in payments

• Additional markets and non-banking partners (e.g. TfL)

• MasterCard • Entry into biometrics – “selfie” authentication

• Partnership with Coin for third-party devices enabled via chip

• Device partners include Chevrolet, Omate, Ringly, Atlas, MOOV

• Mastercard-only

• VISA • Partnerships with Coin and bPay for third-party devices enabled via chip

• Device partners include fashion brands TopShop and Lyle & Scott

• Includes pre-loaded “cards” so no need for existing VISA account

9 March 1, 2016 Copyright© 2016 Strategy Analytics, Inc.

Virtual Reality Dividing Lines

State of the Art VR Gets Real…

VIVE Final consumer product on display

est. US$599 trade

US$799 retail

… as Handset-Based Viewers Commoditize

Gear VR will be bundled with Galaxy S7 / S7 Edge

The Box of the Alcatel Idol 4S is a VR Viewer

LG 360 VR

Good concept but implementation needs work


Sensor Evolution – Air Quality

AMS IaQ-Core Technology will bring AIR QUALITY metrics to wearables

Previous solutions have been bulky and power hungry.

AMS Intelligent Air Quality Solutions latest chips are tiny and will measure Volatile Organic Compounds (VOC’s) and Co2 levels.

Key Data-Streams Will be UNIQUELY enabled with Wearables


Agenda: SMARTPHONES

1.Best Strategy

2.Best Trends

3.Best Devices & OS

4.Summary

Best Strategy

THE SMARTPHONE IS YOUR “HUB”

Satellites 3: SERVICES Satellites 1: ACCESSORIES

Satellites 2 : MULTI-SCREENS

Best Trends

1. eSIM: Battle for embedded-SIM begins. But a slow trickle for now;

2. Waterproofing / Fingerprinting / Thermal / Ultrafast-charging: Underlying technologies are becoming micro-differentiators;

3. A 5G Phone Roadmap: Pre-5G is beaming to phones now in 2016, with commercial devices by 2020;

Best Devices & OS

1. LG G5: A modular design as differentiator;

2. Samsung Galaxy S7: The world’s best-selling Android phone;

3. HP Elite X3: A “3-in-1” formfactor;

4. Cyanogen / Sailfish: Niche, but interesting features (e.g. Privacy Guard).

Summary

1. The smartphone is emerging as the central “hub” with satellites, led by Samsung, LG, Apple and others;

2. A new wave of tech innovation is offering micro-differentiators, such as eSIM, ultrafast-charging, waterproofing (soap), finger/iris detectors, thermal sensors, and Cyanogen Privacy Guard.

3. The SMALL and MID companies out-innovated the BIG companies…

IoT Trends at MWC 2016

• Telco became cool again thanks to 5G and IoT • Low Power-cellular (Path to NB-IoT and 5G had a high profile at MWC 2016:

Demonstrations from Huawei, Nokia, AT&T, Ericsson, Vodafone, Orange, Intel and ZTE among others.

• LPWA: Actility, provided a dedicated LoRaWAN network in the city of Barcelona for MWC+ announced Cisco partnership. Lots of demos & partnerships around LoRa. SigFox announcements: German network, Otio 1 million connected home devices (carbon monoxide detectors etc.)

• eSIM developments e.g. Telefonica and G&D-adding devices to multiple plans. • Connected 4G Drones: Intel and AT&T test drones on LTE network • New Networks: Yet more bearer network choices: Oledcomm demos Li-Fi (while

passive Wi-Fi for IoT is in the works)

• IoT Standards • Another standards body: OCF unifies the former Open Interconnect Consortium (OIC)

with leading companies at all levels – silicon, software, platform, and finished-goods. Qualcomm & Intel playing together…but AllSeen Alliance remaia, along with many others!

• Fridge-as-a-service! Payments and Billing in IoT • Visa Ready Program • Amdocs IoT Monetization Platform

• VR/AR the perfect storm for IoT • At MWC 2016, we saw device makers talk more about VR, while wearables will see

wider use in many verticals as technology advances, often combined with Augmented Reality (AR) solutions from vendors such as PTC (Vuforia). New opportunities for training, fault detection, problem solving etc.


What was Hot and What’s NoT in IoT at MWC 2016?


RED HOT: Automotive, Security, Data Analytics &

Partnerships

Intel and LG to develop 5G telematics for cars

Ericsson & Volvo presented autonomous driving technology.

Multiple Partnerships: ZTE/TeliaSonera, AT&T with Cisco, Intel and Microsoft, AT&T & Ericsson.

POST Luxembourg & Jasper Partner to migrate 1.1M Connected Vehicles onto the IoT Control Center Platform

Red Hat & AmDocs

Security: The #1 issue/challenge across every facet & IoT market segment

Data Analytics: The IoT Differentiator; infrastructure, carrier & hardware vendors are transforming themselves by adding Analytics e.g., AT&T, Brocade, Cisco, InterDigital, Lenovo, Retarus

COOLER: Smart Cities

Smarter Cities is an intermediate or long-term prospect for most vendors who prefer to concentrate on Automotive & Wearables.

Who funds smart city projects still a challenge.

WORK IN PROGRESS: Industrial IoT

(IIoT), Healthcare, Standards

IoT cross platform and vertical standards are still a work in progress despite OCF and Intel/QCMM cooperation.

lIoT driven by IBM, Cisco, Intel, Microsoft building partner ecosystems w/carriers e.g. AT&T, Ericsson, Verizon et al

Healthcare impeded by legacy apps & compliance

Enterprise Mobility at MWC 2016

1. Mobile security is still Hot: BlackBerry announced new professional cybersecurity services, provide enterprise security services via Microsoft's Azure cloud platform and also expansion of its partnership with Sharecare to provide actionable health information to millions of BBM users; Samsung announced the Enterprise Device Program (EDP). Two core components of the EDP: Monthly Security Updates and Two-year Device Purchase Program. Mobile, BYOD Security will remain a top priority for foreseeable future

2. A sign of unity in the world of mobility, major EMM vendors joined forces: MobileIron, IBM, JAMF, and Airwatch have formed the AppConfig Community to establish a common approach for enterprise app configuration and security based on OS-native standards to simplify app development and deployment. Apple is also in support of AppConfig Community.

3. New additions to the Windows 10 family of devices for enterprises, there’s still life for Microsoft: Alcatel (Fierce XL), HP (Elite x3), Huawei (MateBook), Trinity (Nuans NEO), Lenovo (Yoga 510 and 710), Panasonic (Toughpad FZ-F1, Toughbook CF-20) and VAIO (Phone Biz), Samsung (Galaxy TabPro S).

4. ‘Enterprisification‘ is going to be the story for wearables: Sony Xperia Ear, Estrus Detection System for Cattle by Fujitsu, Navigil smartwatch (heart rate monitoring) and Vuzix (video eyewear and smart glasses) all grabbed headlines on wearables products for businesses, i.e. agriculture, industrial, retail and medical.


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Strategy_Analytics_Strategy_Analytics_Global_Wireless_Practice_MWC_2016_Wrap_Up