Faces of Innovation in
the Mobile Industry
◇ 開催趣旨 通信業界で「イノベーション」という言葉をよく耳にするようになったのは、ここ2、3年のことです。 それは時あたかもオーバー・ザ・トップ(OTT) サービスが市場に広まり、場合によっては独占状態にある状況の中で登場してきた言葉です。イノベーションに対する渇望は、コアビジネスの枠を超えて新たな収入源を開拓する為に、主にオペレータから起こりましたが、それはまた技術系企業が求めているものでもあります。 この数年間、ネットワーク機器メーカーの利益は大きく落ち込み、現在ではアップルとサムスン2社の独占となっており、2012年度の第2四半期の端末と通信機器のビジネスではこの2社が利益の90%以上を占めています。iPhoneの開始以来、ハードウェアの設計では差別化ができなくなり、ソフトもサービスも殆どこの2社の複占化が進んでいます。 ソフトウェア(OS)とサービス(コンテンツと流通機能)の重要性が復活してきている現状をふまえ、モバイル産業に於ける最新キーポイントを、端末・アプリ・事業者戦略などを専門とするインフォーマテレコムズ&メディア社の主席アナリスト、Andy Castonguay氏が、下記の4つのテーマに焦点を当てて解説致します。 ◇ 開催概要
◇ プログラム概要
●講演内容は、日本語の逐次通訳でお聞きいただけます。
1) 通信オペレーターの戦略的イノベーション とベンチャーキャピタル政策
2) 技術イノベーション:LTE に向けた新たな成長戦略
(コーヒーブレイク) 3) 革新的アプリケーション:拡張現実(AR: Augmented Reality)
4) スマートフォンOS プラットフォーム:緩慢な速度のイノベーション?
質疑応答 ◇ 講師紹介・プロフィール Andy Castonguay氏
◆ 英国インフォーマテレコムズ&メディア社について
調査レポート・データベースなどの提供サービスの詳細はこちら Faces of Innovation in the Mobile IndustryInnovation is a term that has only crept into the telecoms industry over the last couple of years. Its arrival coincides with the growing popularity and in some cases dominance ? of over-the-top services. The thirst for innovation comes principally from operators who see it as the key to expanding beyond their core business and developing new revenue streams. But it is also in demand among technology companies. Network equipment manufacturers have experienced a massive decline in profits in recent years and two companies now dominate the sector. In the handsets and devices business Apple and Samsung shared more than 90% of the sector's profits in the last quarter. Since the launch of the iPhone, hardware design has ceased to be a major differentiator and a near-duopoly has emerged in device software and services. 1) Strategic Innovation and Venture Capital Initiatives at Telecom Operators a. The state of the telecoms operator business 2) Technology Innovation: Emerging Growth Strategies for LTE a. US market blazing path for LTE growth 3) Innovation of Applications: Augmented Reality Shifts to Mainstream a. Growth of Augmented Reality in global markets: Regional review of AR activity 4) Smartphone OS Platforms; slowing innovation? a. Global review of Smartphone OS performance and adoption trends Andy Astonguay - Handsets & Devices
Areas of expertise: Handset vendor and operator strategies, mobile device retail
and distribution strategies, mobile transactions ecosystem, M2M business
strategies, application development ecosystem Andy Castonguay is a Principal Analyst with Informa Telecoms & Media contributing to Informa's Handsets and Devices team with key focus on the evolving mobile device ecosystem and vendor strategies worldwide. Based in California, Castonguay works with mobile device manufacturers, mobile operators, chipset makers, application developers and major retailers to help clients navigate the dynamic changes in this highly competitive market. He is a frequent speaker and moderator at international conferences, as well as a regular press commentator. His recent research interests include smartphone technology, mobile operating systems trends, mobile transactions, machine to machine business models and mobile broadband services. Andy has 13 years experience covering the telecoms and technology sectors for different research providers in both North and South America. Most recently he headed up Yankee Group's handsets and devices research. Prior to working with Yankee in North America, the director of consulting and research for Telefinance, a boutique financial and management consulting firm in Brazil. There, Castonguay managed a number of strategic consulting projects, including the marketing and operational portions of the pre-acquisition due diligence of BellSouth's largest Latin American property in 2003. Castonguay holds B.A. degrees from Brown University in history and Portuguese and Brazilian studies. He is fluent in English and Portuguese. Originally from San Diego, he was a member of the US Junior National Water Polo team in high school and college. お申し込み・お問い合せは、株式会社データリソースまでお気軽にどうぞ。 株式会社
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