2011 Mobile Policy Trend Mobile Focus w w w. n i p a. k r In-Depth Products Trend Future Trend
04 08 Industry Insight 12 16 20 24 28 Mobile Policy Trend Mobile Focus Global Trend In-Depth Future Trend Products Trend 34 36 38 40 42 46 Hot Company Interview 48 54 Mobile Stat New Products www.nipa.kr
Mobile Policy Trend 04 05
Mobile Policy Trend 1. LTE & WiBro 4G UI, 4G 2. SW SW ICT ICT 3., LG, 4. RFID RFID 7 RFID 3-Screen 5. R&D, SW 06 07
Industry Insight 08 09
Industry Insight LG ( ) KT(i) SKT( ) 45 290,400 297,000 297,400 55 211,200 244,200 245,000 65 105,600 165,000 184,600 10 TV T 3.0 SPOTV/U+TV/Mnet 3D - 55 : SPOTV + Mnet or U+TV 2 1-65 : SPOTV + Mnet + U+TV 3 1 3D 10 11
Mobile Focus 09.12 10.3 10.6 10.9 10.12 11.1 11.2 (A) 4,794 4,898 4,961 5,021 5,077 5,098 5,116 (B) 80 152 247 442 722 826 926 (B/A) 1.7 3.1 5.0 8.8 14.2 16.2 18.1 10 20 30 40 50 60 70 55(7.6) 254(35.1) 213(29.4) 109(15.1) 43(6) 12(1.7) 7(1) 29(4.1) 722 718(16.5) 528(12.1) 762(17.5) 851(19.5) 652(15) 320(7.3) 187(4.3) 338(7.8) 4,356 773(15.2) 782(15.4) 975(19.2) 960(18.9) 694(13.7) 332(6.6) 194(3.8) 367(7.2) 5,077 12 13
Mobile Focus ARPU ( : ) 2008 2009 2010 2009 2010 2009 2010 3 ARPU 26,465 25,718 24,694-747 -1,024-2.8% -4.0% 3 ARPU 7,097 7,647 8,465 549 818 7.7% 10.7% 3 (+) ARPU 33,563 33,365 33,158-198 -206-0.6% -0.6% KT(+) ARPU 30,929 31,024 31,613 95 589 0.3% 1.9% SKT(+) ARPU 37,052 36,759 36,203-293 -556-0.8% -1.5% LGU+(+) ARPU 28,120 27,638 26,797-482 -841-1.7% -3.0% IR ( : TB) 2009.10 2009.12 2010.1 2010.3 2010.5 2010.7 2010.9 2010.11 2011.2 SKT 128 140 156 165 196 323 794 1,659 3,411 KT 117 185 218 268 379 465 611 1,271 2,177 LGT+ 70 75 81 81 102 128 164 252 524 315 400 455 514 677 916 1,569 3,182 6,112 2009.10, 2010.7, (2011), ( : TB) 11.1 11.3 11.6 11.9 11.12 12.3 12.6 12.9 12.12 5,496 7,458 11,025 14,576 18,785 24,199 31,422 39,285 47,913 14 15
Global Trend (%) OS ios WM RIM OS OS 66.6 19.7 10.9 2.5 0.1 22.7 15.7 4.2 37.6 16.0 3.8 : 2011. 02. / : Gartner 2011. 02. site 2010. 03 2010. 05 2010. 07 2010. 09 2010. 11 2011. 01 18.3 20.3 18.2 17.7 15.7 15.2 47.9 44.2 46.9 48.0 54.5 51.9 12.5 12.6 13.7 10.5 7.9 13.6 4.6 5.0 3.8 3.2 2.1 2.3 12.6 13.4 14.0 18.1 18.1 16.1 16 17
Global Trend 18 19
In-Depth 20 21
In-Depth 22 23
Future Trend 24 25
Future Trend 26 27
Products Trend 28 29
Products Trend (OS) 2010 2011 2012 2015 (Symbian) 111,577 89,930 32,666 661 (%) 32.6 19.2 5.2 0.1 (Android) 67,225 179,873 310,088 539,318 (%) 22.7 38.5 49.2 48.8 (Research In Motion) 47,452 62,600 79,335 122,864 (%) 16.0 13.4 12.6 11.1 ios 46,598 90,560 118,848 189,924 (%) 15.7 19.4 18.9 17.2 (Microsoft) 12,378 26,346 68,156 215,998 (%) 4.2 5.6 10.8 19.5 11,417.4 18,392.3 21,383.7 36,133.9 (%) 3.8 3.9 3.4 3.3 (Total Market) 296,647 467,701 630,476 1,104,898 (2011 4 ) 30 31
Products Trend 32 33
Opinion Report 34 35
Opinion Report 36 37
Opinion Report 38 39
Opinion Report 40 41
Hot Company 42 43
Hot Company 44 45
Interview 46 47
Mobile Stat () ( ) (%) 2007 161.1 19,770 11.1 2008 196.6 21,386 9.0 2009 227.1 27,398 8.7 2010 280.2 33,008 10.4 () ( ) (%) 2007 80.5 11,574(8 9,423) 8.5 2008 100.8 13,334(14 5,558) 11.0 2009 117.9 13,416(17 667) 7.8 2010 116.7 11,087(12 8,112) -5.1 11 70.0 9,050(10.14) 13.4 1 (8.9%) (18.3%) IFRS,, 11 SetTop Box (DM&A) 11.1Q 1$ 1,120.40 : 2011 1 (2011. 04. 29) 11 24.5 2,545(2 8,517) -3.5 1 (-9.6%) (-9.2%) (IFRS) 2010 11.1Q ( ) 1$ 1,120.40 : LG 2011 1 (2011.04.27) SA Shipment( 11.02) 48 49
Mobile Stat () ( ) (%) 2007 437.1 58,858 21.2 () ( ) (%) 2008 13.7 2,850 30.9 2008 468.4 52,384 18.2 2009 431.8 39,037 12.5 2010 453.0 38,715 10.9 11 108.5 9,711(70.9) 9.8 1 (0.6%) (6.4%) 08.1Q Mobile Phones, Multimedia, Enterprise Solutions Device & Services : 11 1 (2011.04.21) ( 11.1Q 11.37) 2009 25.1 11,085 33.9 2010 47.5 30,069 32.1 11 18.6 12,298 30.0 1 (113.1%) (125.9%),, : SA Shipment( 11.02) : 1 (2011.04.20) SA Shipment( 11.02) 50 51
Mobile Stat () ( ) (%) 2007 159.0 18,988-6.3 () ( ) (%) 2007 103.4 18,975 12.0 2008 100.1 12,099-18.2 2008 96.6 16,660-1.0 2009 55.1 7,146-16.5 2009 57.1 9,470-15.0 2010 7.2 7,820-1.0 2010 43.1 9,134 3.0 11 1 9.3(8.8%) 2,128(29.6%) -4.2 11 8.1 1,569(11.45) 2.0 : 11.1Q PC 1 (-22.9%) (-18.5%) : 2011 1 ( 11.04.28) ( )11.1Q 11.37 : 1 (2011.04.19) SA Shipment( 11.02) 52 53
New Products 54 55