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Mobile World Congress 2013: What resonated, what didn’t, and which vendors, themes, and technologies “won” in Barcelona
Washington, D.C./London/Paris
March 2013
Kathryn Weldon Principal Analyst, Enterprise Mobility [email protected]
Emma Mohr-McClune Service Director, Consumer Services - Global [email protected]
Avi Greengart Research Director, Consumer Devices [email protected]
Presented by:
Peter Jarich VP, Consumer and Infrastructure [email protected]
Mike Spanbauer Service Director, Business Technology and Software [email protected]
© Current Analysis Inc. All rights reserved.
Industry Recognition of Application Value Add • social media & OTT have capitalized on carrier networks • mountains of intelligence…but inaction • lots of new tech entrants • SI’s investing in carrier transformation • apps & devs • monetization ecosystem emerging • massive opportunity
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Enterprise Infra & SW: Application Platforms and Infra
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More Opportunity Exists Around Mobile Enterprise • BYOD is not yet mastered, despite claims • security and end to end policy enforcement is one element • MDM / MAM solutions matured some, one part • enterprises struggle with mobile app volume • room for mobility “hero”
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Enterprise Infra & SW: Enterprises Still Struggle With BYOD
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No Way to Ignore Enterprise Mobility in Barcelona • operator re-orgs improve positioning DT B2B organization Orange Mobile Enterprise NTT DoCoMo Smart Life
• vendor partnerships expand portfolios Siemens Enterprise+ Airwatch Boxtone+3LM IBM+AT&T Red Bend+Samsung
• vendors evolve from MDM to EMM Samsung Knox IBM MobileFirst Fiberlink (content management/security) Good (identity and access management)
• operators expand value-added services Telefonica’s OTT focus AT&T’s MDM deals up 140%
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Enterprise Mobility: Bigger Focus Than Ever at MWC 2013
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M2M = Understanding that “Everything Will Be Connected” – But Will Everyone Win? • connected city, connected car, connected home cool exhibits “drive home” opportunity E2E solutions data analytics
• partnerships Ericsson + SAP RACO + Sprint / Telefonica IBM + DT DT + Qualcomm AT&T + Jasper + Axeda + SAIC AT&T OnAsset Alliance
• best new technologies/products Telefonica SIM Swap Vodafone DriveNow
• biggest (and most surprising) win: AT&T wins next-gen LTE GM OnStar business
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Enterprise Mobility: M2M Continues to Mature
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Demos vs. New Service Announcements…and joyn on the rise • best year ever for carrier service demos Tu Go (Telefonica Stand) Orange Cloud for consumers Telematic Insurance(Vodafone, Telefonica) “The Connected Car”
• worst year ever for new carrier service announcements dearth of truly new carrier services existing services demos DT service announcements @ CeBit Vodafone B2C in absentia
• best Feel-Good year for RCS/joyn to date SK Telecom joyn news DT’s near-term launches Orange joyn-Libon integration MetroPCS & Jibe
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Consumer Services: Showcasing Service Innovation
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Mobile Ecosystem: Services, Platforms, APIs
Carriers Still Trying to Level The Playing Field • GSMA OneAPI Exchange the pragmatic alternative to WAC? the closest we can get to cross-
carrier API rollouts?
• mobile OS newcomers gain ground Orange, DoCoMo Talking up Tizen Samsung further drives Tizen
commitment • massive carrier support for
Firefox OS clear carrier incentive, ability to
influence and control key OS aspects; carrier billing, source codes, app stores translated into roll-out plans emerging markets first …but, carrier support does not equal
end-user support
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With Device Launches Offsite, Focus Shifted to Alternative Operating Systems • Firefox OS: ZTE, TCL, LG • Firefox OS: Huawei and
Sony (maybe) • Tizen: Samsung, Huawei • others too: Ubuntu Touch,
Sailfish • what does this say about
Microsoft?
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Consumer Devices: Anyone But Google
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Biggest Announcements Offsite, But… • new smartphones: Huawei, ZTE, LG, Nokia • new Android tablets: HP, Samsung, Sony • UI innovations: seniors, e-ink, gestures • best of show: Nokia 105
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Consumer Devices: There Were Devices (Honest)
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After Years of Demos, Are We Ready to Move Forward on Something More? • demos: carrier aggregation, het nets, high-order MIMO • beyond demos: SKT + Ericsson, DoCoMo + NSN, Qualcomm’s new Gobi,
Broadcom’s new modem • reason to swap vendors? • 2013 – a year for new technologies or a year for scale?
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Network Infrastructure: LTE-A Commercialization
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LTE is sooo 2012 - Virtualization is the Trend to Dominate 2013
• SDN is sexier • virtualization carries more near-
term value • most of the big names: Cisco,
Ericsson, F5, Huawei, IBM, Intel, Juniper, NEC, NSN, Tekelec
• smaller ones too: Affirmed, AsiaInfo, Connectem, Quortus, Tieto, Opera/Skyfire
• what about intelligence at the edge?
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Network Infrastructure: Virtualization
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The Best Networks Don’t Matter Unless You Can Monetize Them
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Network Infrastructure: Monetization & Optimization
• look to the keynotes • Huawei’s digital society summit • solution repositioning: Cisco’s
Data in Motion, Syniverse & Context, ALU’s Smart Plan
• BSS automation tools? (revenge of the “click to burst” button)
• network optimization vs. business optimization
• experience-based services • can we just assume “it all
works?”
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Thank you for your time. Questions?
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Current Analysis helps clients win more business by providing continuous, in-depth competitive intelligence. We enable sales teams, marketing professionals, product managers,
and executives to anticipate and quickly take action on competitor threats.
Peter Jarich VP, Consumer and Infrastructure [email protected]
Mike Spanbauer Service Director, Business Technology and Software [email protected]
Kathryn Weldon Principal Analyst, Enterprise Mobility [email protected]
Emma Mohr-McClune Service Director, Consumer Services - Global [email protected]
Avi Greengart Research Director, Consumer Devices [email protected]
