ICT 2016. 5.
3 SKT KT LGU+ ( ) ( ) ( ) 18,000 15939 16141 16602 17164 17137 18,000 21990 23856 23811 23422 22281 12,000 10905 11450 11000 10795 13,500 13,425 9,000 9185 9,000 8,850 6,000 4,500 4,275 3,000-0 2250 1724 2011 1825 1708 11 12 13 14 15 (300) 1974 1209 839 1293 11 12 13 14-292 15-0 215 127 542 576 632 11 12 13 14 15 3 2
CDMA LTE-A 3
100%, 70% ( ) 60,000 45,000 47,943 8658 50,766 9021 52,505 9390 53,623 10161 54,680 10874 57,290 11267 58,935 11949 50,000 37,500 0.8 44 74% 0.6 30,000 15016 16040 16563 16501 16454 17327 18038 25,000 0.4 15,000 24269 25705 26552 26961 27352 28613 28948 12,500 0.2-0 09 10 11 12 13 14 15 11 12 13 14 15 0, 3 5:3:2 14 10 4
(2016.05.02) [ : 24] 5
( ) 20,000 15,000 18,727 19,198 20,025 18,252 3177 3175 3246 3079 3483 2928 3014 2743 44.0% 43.0% 42.3% 42.0% 10,000 4394 4568 4809 5036 24.1% 24.4% 25.0% 25.0% 5,000-0 8036 8066 8129 8328 12 13 14 15 16.9% 16.9% 16.9% 16.0% 17.0% 15.0% 15.6% 15.7% 12 13 14 15 100%, 6
IPTV/CATV IPTV CATV ( ) IPTV ( ) CATV 1,400 1,261 1,600 1,491 1,485 1,468 1,442 1,050 700 350 631 106 140 385 873 168 208 497 1,084 217 282 585 258 348 655 1,200 800 400 315 130 135 246 351 314 210 140 152 246 404 334 192 136 150 238 330 422 190 134 151 229 324 416 CMB C&M T CJ - 0 12 13 14 15-0 12 13 14 15 IPTV KT. 5:3:2 CATV 3 7
DRAM. NAND DRAM NAND 0.5 0.42 0.41 0.4 0.3 0.23 0.24 0.2 0.42 0.39 0.3 0.27 0.28 0.28 0.25 0.1 11 12 13 14 15 0.46 Samsung SK hynix 0.21 Micron 0.5 0.43 0.4 0.33 0.34 0.29 0.3 0.43 0.37 0.35 0.31 Toshiba 0.37 0.33 Samsung Micron 0.19 0.2 0.18 0.14 0.15 0.15 0.16 0.13 0.12 0.12 0.1 SK hynix 0.1 11 12 13 14 15 Toshiba 8
ICT :, LG :, SK : SDI/LG, /LG SKT, KT, LGU+,,,, (CJ),,, :,,, 11 9
Game Rule (Fundamental )
ICT ICT - - Player 11
ICT Content Platform Network Device Content Platform Network Device Network Walled Garden -, Platform Open Platform - 3 rd pty, 12
Setter ICT, Power Game ios : 15% : 78%, Tablet SNS 13
Cross Platform / /PC Cross Platform OS icloud Cloud UI Line-up, Mobile PC PC Tablet, PC, TV, Car, Watch, AR Seamless MS Windows 10 OS ( 15. 7) 14
ICT
The internet of things IoT Connected IoT IoT Things, IoT PC,,,, - IoT Big data IoT Interface - IoT Things Digitization - IoT Digitize 16
Connected World, ICT IoT, 2013 24PB 7 5 290 20 1.3 EB Non-ICT,, * 1 ZB = 1000 EB = 1000 2 PB = 1000 3 TB = 1000 4 GB (Zettabyte, Exa-, Peta-, Tera-, Giga-) 17
/, : Connected World -, Seamless - -, ICT 18
/ Gear VR SNS VR/AR OS, B2B, Oculus VR 3D, AR (, ) Hololens AR/VR HMD (Oculus, Valve) 3D (Primesense) AR (Metaio)
: ICT [ ] [ ] Fintech = Financial + Technology ICT /SNS + (Back Office) (Front end) Apple Pay, Android Pay, Samsung Pay
3D 3D (CAD) 3D 3D, Digital - Longtail, Mass Customization Bits to Atoms - (Bits) (Atoms) - ( ) -, Retail (UPS ) - ( Marketplace ) 21
,, Siri UI Siri, Siri CarPlay HomeKit IT (,, ) SNS News Feed (Deep Face) Cortana, Xbox Kinect, 22
[ - ]? 5,000 10,000?,, - PB, Kensho 1) PB 15, 4 5 0.8~2% 0~0.3%
ICT 15. 7 Road Test - Google Tesla (Fiat ) Apple 14, Titan 45 Uber CMU 25
로봇 인공지능을 갖춘 로봇이 다양한 영역에서 활용될 것 Tesla 공장 Pepper KIVA 26
4 ICT -, 1 (1784 ) [ ] 2 (1870 ) ICT 3 (1969 ), - 4 (Today) - : World Economic Forum 2016 27
GAFA 4 스타트업생태계 1.25% Startup 4% - Seed 2 Startup 25 1) Plug and Play - Seed 160 Startup 7 Unicorn 2) GAFA 1) Plug and Play, Startup Selection Process 2) https://www.cbinsights.com/blog/venture-capital-funnel/ 28
ICT 7 : 2 4 / 29
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