This document provides background on mSolve Partners and discusses key trends in the mobile industry presented at recent wireless conferences. It notes the rise of tablets as enterprise devices, highlights new tablet and smartphone models, and discusses implications for vertical sectors, including the move to mobile clouds, social networking, and location-based services. Predictions are made around the increasing role of smartphones and the need for mobile device management strategies across operating systems.

1. mSolve Partners
Latest Mobile Industry Developments and
Implications for CIOs
Dr. Mehmet Unsoy
Managing Partner
mSolve Partners
April 2011
www.msolvepartners.com mehmet@msolvepartners.com

2. Background
mSolve Partners Dr. Mehmet Unsoy
• Founded by Dr. Mehmet Unsoy • Arpanet/Internet pioneer in ‘70’s
and Steve Gaynor • Bell Canada, Bell Northern
• Mobile Industry Focused Research
Corporate Advisory Firm • Exec at Nortel in Asia & in USA
• Mergers & Acquisitions (M&A), • CTO for British Telecom,17
Business Development and wireless operators worldwide
Strategic Advice • CTO / CIO for O2 mobile
• HQ in Dallas, USA with global operator in UK, Germany,
presence in 10 countries Holland and Ireland
• Current clients are from USA,
, • Advisor / board member of 30+
UK, France, Finland and young technology companies
Turkey • Partner at Cartagena Capital,
M&A firm (Munich based)
(Munich-based)
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3. Attended Latest Wireless Conferences
• Mobile World Congress (MWC) 2011
– Held in Barcelona, Spain
– February 14-17, 2011
y ,
– World’s largest wireless and mobility
show
– 60,000 executives attending
– Our detailed report @
www.msolvepartners.com
• CTIA Wireless 2011
– Held in Orlando, Florida, USA
– March 20-24, 2011
– The largest wireless and mobility show
in the Americas
– 40,000 executives attending
8 members of mSolve team
– Our detailed report @
www.msolvepartners.com participated at these conferences
conferences,
and held hundreds of meetings
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4. Content
1. Key Trends and Implications
2.
2 Implications on Vertical Sectors
I li ti V ti l S t
3. Predictions for Mobile Industry
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5. Key Trends in Mobility Sector
Smartphones Clouds
Tablets Location
Implications on
Enterprise
Social Nets Device Mgmt
OS’s Apps
Great deal is happening in wireless / mobility industry,
Huge impact on the Information Technology (IT) sector
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6. Tablets
How many of you think Tablets are devices to be considered
seriously for enterprise applications?
• 100+ new models have been
announced by 64 different
y
vendors
• 50+ million tablets are expected
to be sold in 2011!
• Total shipments of tablets will
amount to 242.3 million units i
t t 242 3 illi it in
2015
Tablets are “Post PC Era Prod cts” St
Products”, Steve Jobs, Apple CEO
J b A l
Source: iSuppli
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7. Apple iPad2
• Apple’s iPad - launched only in
April 2010 and sold 15+ million in 9
months
• Started a brand new category of
g y iPad iPad 2
mobile devices
• 60,000 apps for iPad in iTunes
• 1 GHz dual core processor, A5 Custom
designed, about 30% faster
g
• Two cameras, one in front and one in
back, recording 720p HD; FaceTime
video chat
• 33% thinner at 8 8 mm (one of the
8.8
thinnest in the market), and 607 gr.
lighter, but not the lightest!
• Announced by Steve Jobs on March
2nd, launched in the US on March 11th,
• International launch started March 25th
• Estimated sales in 20 days – 5 Million
Apple currently holds commanding • Priced from $499 and up
78% of the tablet marketshare
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8. Motorola Xoom
• 10.1 inch HD widescreen
• 1 GHz Dual-core processor with
Android 3 0 (Honeycomb)
3.0
• HSPA+, Wi-Fi
• Dual cameras: 5 Megapixel with
720p HD and 2 Megapixel
HD,
webcam
• Announced at CES in January and
launched in February
• Available for CDMA networks, Priced from $599
Verizon in particular
• 4G support / LTE upgrade coming
G
First Android Tablet to hit the market
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9. Blackberry Playbook
• 1 GHz dual-core processor from Texas
Instruments
• 7 inch touch screen, 2 HD video
cameras, 5 Megapixel on the back and
3 Megapixel in the front
• Most extensive enterprise applications
• M lti t ki
Multi-tasking, Flash support
Fl h t
• 4 different models with Wi-Fi, WiMAX,
HSPA+ and LTE combinations
• Prices will match iPad 2 pricing
• Recently announced that, in addition to Blackberry Java Apps, it will also fully
support all Android apps but will be running on Android 2 3 (Gingerbread OS)
apps, 2.3
• Will be launched on April 19th !
Blackberry owners will love this Playbook!
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10. HP Touchpad
• 9.7 inch touch screen,
97i ht h
• WebOS platform
• Powered by a dual-core Qualcomm
Snapdragon processor running at
1.2GHz
• Superb User Interface, from Palm
• Outstanding multitasking capabilities
• Will be launched in the US in June
• Prices will match Apple iPad 2
• However, lacks full commitment of
HP executives
• Blown out of the water by iPad 2
announcement
Need major commitment from top HP execs
to be successful against Apple
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11. Samsung Galaxy Tabs 7, 8.9 and 10.1
• Galaxy Tab 7 launched last year
• 7 inch touch-screen, Android 2.2 OS
• Slow performance, not a g
p good match with iPad
• Galaxy Tabs 8.9 and 10.1
• 8.9
8 9 inch and 10 1 inch to ch screens
10.1 touch
• 1 GHz Dual-core processor, Android 3.0 OS
• Tab 8.9 is the thinnest tablet (8.6mm) and
lightest (
g (470 g )
gr.)
• Much better competition to iPad 2
Example Prices:
Tab 8.9 with 16GB ($469), & with 32GB ($569)
Samsung has the widest selection of Tablets in the market
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12. LG G-Slate
• 8.9 inch touch-screen
• 1 GHz dual-processor, from NVIDIA
• 3D display, a first for tablets, even
p y
though it requires wearing 3D
glasses
• Two rear-facing 5-Megapixel
cameras t record 3D content, as
to d t t
well as 1080p HD content
• Front facing camera for video
conferencing
• T-Mobile USA availability in April
2011, for $529 with 2 yr contract First 3D Display on Tablets
With this much power and capabilities of Tablets, who needs PCs and Laptops?
p p p p
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13. Tablets vs. PCs at Enterprise
• 25+% of all tablets sold this year, will be acquired by enterprises
• 5 Million tablets will be deployed in Retail and Healthcare sector this year
• Deloitte estimates for 2011:
– 390 Million PCs + Laptops +Netbooks sold
– 375 Million Smartphones sold
– 55 Million Tablets
– So, Smartphones + Tablets already overtook PCs +
• Cannibalization of PCs by Tablets is expected to be around 20-30%
• Tablets
T bl t are not just a North American phenomena (M
t j t N th A i h (Morgan St l )
Stanley)
– Extreme interest to purchase tablet in the U.S. is only 11%
– Extreme interest to purchase tablets outside of the US is 21%
– E
Extreme interest to purchase tablets i Chi i 41%
i h bl in China is
• Oracle, SAP etc are working hard to have all their enterprise software to
be extended to tablets and Smartphones
It is time to declare that “Post PC era” has started
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14. Some New Smartphones – from MWC 2011
Samsung Galaxy S II LG Optimus 3D HTC ChaCha and Salsa
With HD screen First Dual-core Smartphone, With dedicated “F” logo to facilitate
8 Megapixel Autofocus HD
g p Displays 3D content without
p y Facebook integration with every
g y
camera, and a 2nd camera requiring glasses, has double function of the phone
for video Conf. camera for 3D user-generated
content
Smartphones are breaking new grounds in technology
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15. Best Smartphone from CTIA ?
• HTC EVO 3D Smartphone
• 4.3 inch, glasses-free 3D
display,
• 1.2 GHz dual-core processor
• Android 2.3 Operating
System
• Dual 5-Megapixel cameras for
generating 3D content
• Mobile hot-spot support for up
to 5 Wi Fi devices
Wi-Fi
• WiMAX support
• Will be launched on Sprint in
the summer
Glass-free 3D Display for Smartphone !
Similar 3D Displa for Tablets is on the way
Display a
Confidential 15

16. Smartphones
• Chinese operators / manufacturers
are coming up with their variants
– Ophone (an Android Smartphone)
– Uphone (a Linux Smartphone)
Implications:
• Smartphones will get far more
smart!
• Featurephones will get smarter as
well !
31% of Europeans and 27% of
• Device hardware is becoming
American subscribers are already
commodity
using Smartphones
• Prices of Smartphones will come
down drastically
y
• Smartphones will exceed Enterprises must
• Incorporate Smartphones into their corp.
Featurephones by 2014, and
network, and
• Soon, almost everyone will have a • Take advantage of almost all their
g
“Smart” phone customers having a “Smart” Phone
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17. Mobile Cloud for Enterprises
• Given that
– Smartphones become smarter and
more widespread
– Mobile broadband becomes more
real, and
– Delay / Latency comes down with
new wireless t h l i
i l technologies
• Mobile Cloud based services become
feasible and economical
– Mobile operators – Public Clouds
Some well-known examples today
– Enterprises • Mobile social networks
– Media companies, or • Mobile gaming
– Any organizations, institutions (e g
organizations (e.g. • Recent HP Cloud Services
schools) or individuals announcements
Enterprise should consider flexible Hybrid Cloud Architectures,
including Public & Private Clouds with Fixed & Mobile Access
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18. Mobile Social Networking for Enterprise
• About 170 Million enterprise social networking users by 2014
• Increasingly significant portion of social networking is through mobile
Use mobile social networking to improve
effectiveness of your enterprise
Sources: Radicati Group Research Source: Knowledgeinfusion.com
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19. Location, Location, Location
• 2010 was the year of the Location Based Services
(LBS)
• Analysts predict: global market for LBS will be $21B by
2015
• Integration of LBS, with various vertical services, such
as retail, social networking, m-commerce, advertising,
• Barcelona announcement of deCarta effectively
challenging Google Maps, with free, while-label
mapping APIs,
• Location-based social networking, Facebook Places,
g
foursquare, etc.
• Turkish company Telenity, is a global success,
especially in India with LBS
Implications:
• Leverage location information for all your relevant enterprise apps
• Some cloud services you use may already incorporate location info
• Offer your service to your clients, based on the location information
Sources: ABI Research Confidential 19

20. Operating Systems
Good Old Days! OS Challenges for Enterprise ahead
• Today Microsoft dominates the PC / Laptop world at the Enterprise
• However,
– Big shift of increased use of Tablets and Smartphones,
– Diversity of OS’s at the Tablets and Smartphones,
Enterprise Apps need to span multiple OS’s, not just multiple devices
You must develop strategy, acquire new skill-sets, & re-allocate budget!
strategy skill-sets
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21. Mobile Enterprise Apps & Device Management
• End users spent $6.2 Billion, downloaded
4.5 Billion Apps in 2010 • Have you got your mobile
• Downloads are expected to increase 5-fold enterprise apps strategy?
to 25 billion apps by 2015
• Microsoft and RIM announced major
partnership at CTIA • Is device / OS specific
• Microsoft Cloud computing, Blackberry strategy good enough?
Playbook tablet and enterprise apps
• Expect 3 cloud service launches for RIM
• E.g. MaaS360 Cloud service by Fiberlink
already offers Mobile Device Management
strategy for all devices at the enterprise
Enterprises need comprehensive
Mobile Device Management strategy
g gy
Confidential 21

22. Content
1. Key Trends and Implications
2.
2 Implications on Vertical Sectors
I li ti V ti l S t
3. Predictions for Mobile Industry
Confidential 22

23. Mobile Money Mounts Momentum
• Mobile money services by mobile operators
• Mobile apps on Smartphones by Banks
International Remittances
I t ti l R itt Mobile P
M bil Payments
t
• World Bank estimates $440B • In developed world, m-Payment is part of
sent by 175 M Subs in 2010, convenience
• This amount will grow to $
$72 • For mobile banking, Turkish banks
Trillion by 2040 already offer various apps / services;
• Use of handsets and mobile • In developing world, there is a huge un-
technology would drastically banked population;
reduce the cost of international • 1.7 Billion mobile subs don’t have a
money remittances bank account
• m-Banking is perfect to meet the needs
of un-banked
f b k d
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24. Mobile Phone Replacing your Wallet
• Only about 15% use mobile banking in
North America
• However, 94% of North Americans would
use mobile phone for m-payment if they
know it is secure (*)
• 73% of the North Americans identify
Security as the most important barrier
barrier,
followed by 12.5% for simplicity and 8.4%
for speed
Implications for Enterprises:
• Incorporate most secure technology and products into your service
• Promote security as part of the marketing of the service
• Do not sacrifice security for sake of simplicity
(*) Mobio Survey March 2011
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25. Mobile Health – Endless Opportunities
• MyGlucoHealth – Bluetooth • Piix Smart Bandaid (by Qualcomm),
enabled blood Glucose meters • Provides heart monitoring and
• GlucoTel – Java & Bluetooth wireless ECG transmission
• Connected thru Smartphones
to secure databases
• Lower-power Bluetooth
technology will make them
even cheaper
Prescription
• Significant use of Smartphones
bottles with a
and tablets
wireless cap, that
flashes and plays • Drastically changing the way
a ringtone to
ringtone, the medicine is practiced
p
remind patients to • Tons of medical apps
take their pills • A lot more to come
Our September 2010 Newsletter at http://www.msolvepartners.com/
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26. Mobile Health – Revolution Ahead
• Use of Brain waves and • Augmented Reality Smartphone Apps
Bluetooth • Using the camera and smarts in the
• Non-invasive Central phone
Telemetry Unit • Recognizing everyday objects eg
objects, eg.
Money, packaged goods, bottles,
• Controlling devices, robots, e.g. dialing a medication, signs and landmarks
phone number,
• Helping elderly and visually impaired
• Significantly improving the lives of spinal
consumers
cord injury or paraplegic patients
• Human Signal Engine and Personalized • Real-time speech recognition through
Medicine Smartphones
• Connecting patients to caregivers, with • Real-time translations
non-invasive sensors,
• Contextually aware speech
• Gathering info from assistance for hearing
Genomics, Proteomics, impaired or speech
tests, scans, sensors impaired
• Chronic disease mgmt
Smartphones, Tablets and M2M are coming together
in the mobile healthcare revolution
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27. Machine to Machine (M2M)  Internet of Things
• Ei
Ericsson CEO H
CEO, Hans V tb
Vestberg h d predicted 50
had di t d
Billion devices to be connected to Internet by 2020
• Skeptics questioned the number; but it is possible:
• Connected Healthcare devices
• Smart Grid and Energy / Utilities
• Connected Appliances and Consumer
Electronics
• Connected Automotive and Transportation
• All security gadgets,
• All retail outlets financial & banking devices
outlets, Source: Ericsson -2010
S Ei 2010
• Government institutions and outlets
• Military institutions, personnel, and devices
CIO’s need to focus on:
• Issues like, connectivity, addressability, security, authentication, privacy
• How to converge Internet of People and Internet of Things synergistically
• How to leverage Internet of Things for corporate business objectives
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28. Content
1. Key Trends and Implications
2.
2 Implications on Vertical Sectors
I li ti V ti l S t
3. Predictions for Mobile Industry
Confidential 28

29. Predictions for Near Future
• Tablets are here to stay, & will play a major role in Enterprise
– Tablets will exceed laptops in 2012/2013
• Less than $100 Smartphones
– By 2012, without operator contract
2012
• Locations, Locations, Locations
– Leveraging location will be commonplace!
• Rich Communication for everyone!
– HD Video communication on your Handset or Tablet
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30. Predictions for Near Future
• Social Networking for Enterprise
– Corporations leveraging Facebook and Twitter
• Internet of Things
– Let’s connect everything that makes sense
Let s
• Unseating of Nokia from the top
– Will lose market share and industry influence
• End of Microsoft dominance in the Enterprise
– End of the monopoly!
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31. Thank You!
Contact References
• Email: mehmet@msolvepartners com
mehmet@msolvepartners.com • CTIA 2011 Report – March 2011 Newsletter
p
• Link us at LinkedIn • Mobile World Congress (MWC) 2011 –
• www.linkedin.com/in/munsoy
February 2011 Newsletter
• mSolve Partners • Mobile Money Mounts Momentum – January
2011 Newsletter
• Friend us on Facebook:
• Internet of Things and People Converge –
• www.facebook.com/munsoy
November 2010 Newsletter
• MSolve-Partners-LLC
• 2010 is the Year of m-Health – September
• Follow us on Twitter 2010 Newsletter
• Twitter.com/munsoy
• Everything above and this presentation will be
• Twitter.com/mSolvePartners
available at www.msolvepartners.com
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