로아컨설팅의 연례행사인 'Business Platform Day'의 자료입니다. 2018년 초 로아컨설팅이 발행한 IT 대전망 보고서의 핵심 내용을 정리해 봤습니다. 로아컨설팅이 살펴보는 관점에서의 IT/디지털 시장 트렌드 관련 내용이 담겨 있습니다.

2. Intro
2017 . Top10
2018 .
2

3. 1.
AI M&A . , Nvidia AI Chip
.
3
- M&A . AI
2018 Watching Point2017 Trend
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4. 4
AI
1.
2017 AI 108 , 2016 54 2015 40
. 2007 iPhone 2 8,500 .

5. 5
1.
2017
.
AI

6. 6
AI
1.
Google Apple, Microsoft
.

7. 7
GPU AI
1.
GPU , AI
. Nvidia Graphcore .
 - 2016
 - Series C 1 1,100
 – Atomico, Sequoia Capital, Dell Technologies Capital,
SSIC(Samsung Strategy and Innovation Center)

- Graphcore
IPU(intelligence processing unit)
- IPU
Poplar
Product & ServiceCompany Profile
 Graphcore IPU
AI
10 ~100
 C++ Poplar Tensorflow,
MXNet
Rising Startup ?
 Allied Market Research 2016 AI
6 6,100 , 2023 1
1,173 . MIT Technology
Review AI
 AI GPU , GPU
. AI
Graphcore
( )
 2018 1 early-access IPU
 5,200 Cerebras
Systems AI
 AI GPU Nvidia

8. 8
AI
1.
,
.

9. 9
1.
/ , , , , , 25
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10. 10
1.
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11. 2.
AWS . Microsoft
, .
11
– AWS
2018 Watching Point2017 Trend
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12. 12
2.
IaaS . IaaS 2021 SaaS
.

13. 13
2.
Workload , Amazon AWS
.
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14. 14
Amazon AWS
2.
AWS 40% . 2017 1 36 2 41 , 3
45 14 .

15. 15
Microsoft
2.
Microsoft IaaS ,
. , .

16. 16
Google Cloud Platform vs AWS
2.
Google AWS Microsoft Azure
. 3 .

17. 17
2.
,
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, AI
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3.
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2018 Watching Point2017 Trend
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19. 19
4.
. Network
Endpoint .
–
2018 Watching Point2017 Trend
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20. 20
4.
60%
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21. 21
On-premise
4.
On-premise
.

22. 22
–
2018 Watching Point2017 Trend
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5.
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Google Amazon .

23. 23
5.
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24. 24
5.
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, .
? – ?

25. 25
5.
Google .
Google
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26. 26
Google
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5.
Google ,
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27. 27
Amazon
5.
Amazon
.

28. 28
Alexa ?
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5.
Alexa ?
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29. 2017 11 , Tencent Facebook ,
.
6.
–
2018 Watching Point
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30. 30
Facebook 3 YoY 47.3% 103 . 100
, .
Facebook 2017 3
 98.2% Advertising(101
) , Payment and other fees 1 8,600
 Advertising 100
, Facebook 6
, Facebook 35%
(YoY)
 Advertising 48.8% ,
Payment and other fees 4.6%
 YoY 2016. 2Q 2017. 2Q
, CFO NewsFeed
 Facebook News Feed source(Instagram ads, Watch )
-4.6
48.8
47.3
-10.0 0.0 10.0 20.0 30.0 40.0 50.0
Payment and other fees
Advertising
Revenues
(%)
Payment and
other fees, 1.8%
6.

31. 31
Facebook (News feed)
.
6.
Facebook,
 , Facebook
 Facebook ,
Facebook

32. 32
Tencent 5,000 .
Tencent Facebook .
6.
Tencent Facebook
2018 1 26 ,
Alibaba
5,000

33. 33
BAT(Baidu, Alibaba, Tencent) Big3 , ,
. / TMD .
6.
Tech TMD
 TMD( Toutiao, Meituan-Dianping, Didi Chuxing) Tech
 , sharing BAT

34. 34
Spotify Netflix 7,000 , 1 1,800
. , Netflix .
7.
– Spotify, Netflix
2018 Watching Point2017 Trend
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MediaChain
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• DRM 관리, 수익 정산
등에 있어서
블록체인의 활용이
기대
• Netflix VS. Amazon
Prime Video* 경쟁
구도
*Amazon Prime Video의 연 이용료는 108달러 (Amazon
Prime은 99달러) → Amazon Prime 락인효과
• Spotify의 IPO

35. 35
.
.
7.
: (RIAA)
 2016

36. 36
7. - [ Big Media Universe ]

37. 37
Netflix, Amazon Prime Video, YouTube 3 , YouTube
TV YouTube TV .
7.
(Binge Watching) VS. (Ambient)
 Hulu Live TV 45 , YouTube TV 30
(DirecTV Now 1 , Dish Sling TV 2 )
 Hulu YouTube TV , TV
- YouTube YouTube TV

38. 2017 Amazon, Alibaba
. .
1
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39. Amazon 3 YoY 33.7% 437 . Whole Foods , Prime Day
4Q .
8.
Amazon 2017 3
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
22.2
40.3
59.3
41.9
58.4
33.7
- 10.0 20.0 30.0 40.0 50.0 60.0 70.0
Global Product - Online store
Global Product - Physical store
Global Service - 3rd party seller services
Global Service - Subscription service
AWS
Others
Total Net Sales
(%)
: http://www.roadaily.co.kr/archives/5128

40. Walmart, Amazon Go ,
, (de-centralized) .
8.
( )
 August Home
Deliv in-home delivery platform 'August Access’
 Deliv (Macy's, Plated, Kohl's, Best Buy, Walgreens )
'August Access' ,
 August Smart Lock Assa Abloy Emtek, Yale
. Deliv Smart lock 1
 Bodega
 Walmart
(Anattended Retail Storefront)

,

41. 41
2017 Physical ,
.
8.
Virtual VS. Physical
• Uber Volvo
XC90( 45,750 ) SUV
24,000
• 19~’21
• Volvo 4.5%
10
 thin layer ,
( ) /
,
O2O/On-demand ,
( )
 Expand vertically or horizontally ??

42. 42
 Airbnb Newgard Development
Group Airbnb 324
 “Niido powered by Airbnb”
Airbnb ( )
 , Keyless doors,
 Brookfield Property Partners
2
Airbnb 2017 10 , Airbnb 324
, .
Airbnb ??
8.

43. New Mobility , , , 2017 Auto Tech
peak .
43
9.
– New Mobility
2018 Watching Point2017 Trend
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New Mobility Auto Tech
•
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• Alphabet Waymo
(2017 11 ).
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• GM 2019 Chevy Bolts
• GM

44. Waymo 2017 11 , 4 GM, Uber
.
44
9.
New Mobility
(Toyota, Byton …..)
Tesla Autopilot Tesla Network
(+Cruise)
(+Otto)
Electric Auto Tech
(Autonomous) Shared
(GM, Ford…..)
(2017 11 )
Uber, Volvo 24,000
– ??
(2017 11 )
Waymo, 4
&
?
(2017 11 )
GM, 2019
?
* Ford, Hyundai,
Volkswagen 2021

45. Uber, Didi, Grab, Ola, 99 Softbank .
45
9.
SoftBank—not Uber—is the real king of ride-hailing

46. , 2017 Non-Tech Tech
.
46
9.
Non-Tech Tech
 CB Insights , 2013~2016 Non-Tech Fortune 500 Tech 149%

47. 2017 Tech Non-Tech ( , , )
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10.
Cross-Industry – Non Tech
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