1 1 5 1 5 2 6 2 8 1 8 1. 8 2. 10 3. 11 2 12 1. 3 12 2. 13 3. IP 14 4. IP 14 3 15 1. 15 2. 16 4 17 1. ICT 17 2. 21 3. 21
2 3 22 1 22 2 22 4 24 1, IP 24 1. 24 2. MVNO 26 3. 28 4. 30 5. 32 2 36 1. 36 2. 38 3. 40 3 46 1. 46 2. 48 3. 52 54
3 2 1 3 9 2 2 15, player OS, 10 2 3 / 11 2 4 13 2 5 (2010. 9 ) 17 2 6 18
4 1 1 5 2 1 9 2 2, 12 2 3 14 2 4 16 2 5 OS 19 4 1 33 4 2 All IP 34
1 5 1 1 1 1 ( ) (walled garden), ( ),,, (ecosystem)
6 (, ) ( ) ( ) Apple model Google model ( ) 2,,,,,, All-IP,,,, ( ) IT,,, /SW,
1 7 ( ),,,
8 2 1 1. 11 3 23, 1,002 20% 11 30% / 05 ARPU 09, 2.4% 15.9% (Ovum, 10 5 )
2 9 2 1 : 1),,, 2) VoIP, /,, VoIP : KISDI, 2 1 3 SKT KT LG U+ (: ) 2008 2009 2010 2,438 2,660(9.1%) 3,010(13.2%) 20.9% 22.0% 24.2% 1,059 1,185(12.0%) 1,474(24.4%) 17.0% 18.3% 21.3% 313 461(47.6%) 547(18.6%) 9.1% 13.1% 15.7% 3,809 4,307(13.1%) 5,031(16.8%) 17.9% 19.5% 22.0% : ( ) : IR
10 2. OS Apple Google, Nokia,, MS Apple UX, 3rd party Google OS,,, MarketsandMarkets( 10. 6) 29.6%( 10 15 ) 15 250, Apple 15 41.8% 2 2 15, player OS, player OS 1) 2) Apple 12.0% 41.8% Google(Android) 19.3% 9.7% 3) Nokia(Symbian) 29.3% 8.3% RIM 14.9% 9.5% Windows Mobile 12.2% 11.5% : 1) Ovum( 10. 1) 2) MarketsandMarkets( 10. 6),, (on-deck store) 3) Android Google Android Market (Tstore ) Android
2 11 10 15, 20% 2 3 / Credit Suisse OVUM (: ) 2009 2010 2011 2012 2013 2014 CAGR 176 223 270 318 357 399 17.8% 996 1,035 1,095 1,168 1,253 1,325 5.9% 186 244 312 383 451 515 22.6% 951 960 922 890 878 890 1.3% B2B,, MNO 3.,,, 10, KT, SKT, LGT S.M.ART(Save cost Maximize profit ART), IPE(Industry Productivity Enhancement),
12 BM 2 1. 3 3 (SK, KT, LGU+) 1, 2 2, : 1) :,,, 2),,, SO, RO, NO, : KISDI, (TPS, QPS ),
2 13 09, (/, ) 3 96.6% 2., 11 1, 12.5 ( 10 9 ) 16% 91.2% 2 4 (: TB) 2009. 10 2009. 12 2010. 1 2010. 3 2010. 5 2010. 7 2010. 9 2010. 11 SKT 128 140 156 165 196 323 794 1,659 K T 117 185 218 268 379 465 611 1,271 LGU+ 70 75 81 81 102 128 164 252 315 400 455 514 677 916 1,569 3,182 : ( 11 1, ) M2M Wi-Fi,
14 3. IP VoIP, IPTV IP VoIP 07 44, 08 179, 09 649 IPTV 10 5 2,807 73.6%,, IPTV 10 6 8,819,028 08 1 2,016,878 3.4 ( ) 2 3 : 4. IP,
2 15 /,,, IP,,, All-IP 3 1. ( 09. 11 SKT, KT), ( 09. 11 3 ), ( 10. 3 SKT, 10. 12 KT LGU+) 05 10 5.7%, 12,, 11 1, 926 18.1% ( 11 30% ), 84% 45,000
16, 09 39,000 2 4 :, 2 2., Wi-Fi 62.6%, 64.3%, 8.8%, 2.3% (KISDI, 10 6 ) 09 87.4%, 53.3%
2 17 2 5 (2010. 9 ) KT SKT : 30.657 (100%) 6,976 (100%) 37,633 (100%) 28,242 (92.1%) 6,796 (97.4%) 35,038 (93.1%) 2,415 (7.9%) 180 (2.6%) 2,595 (6.9%) 4 1. ICT, ICT OS, OS, S( 10. 6 ) 2010 45, (26.5%) (29.4%) ( 11. 1 ) (, 11. 2 ) : ( 09 ) 3.4% ( 10 ) 8.6% LG: ( 09 ) 0.3% ( 10 ) 1.9%
18 2 6 2008 2009 2010 Nokia 38.6% 36.5% 28.9% 16.3% 19.5% 17.6% Motorola 8.7% 4.8% 2.4% LG 8.4% 10.1% 7.1% Sony-Ericsson 7.6% 4.5% 2.6% Others 20.3% 24.7% 41.3% : Gartner( 11 2 ) 2008 2009 2010 Nokia 43.7% 41.1% 34.4% RIM 16.6% 19.9% 16.0% Apple 8.2% 14.4% 15.7% HTC 4.7% 6.3% 8.3% 3.4% 3.4% 8.6% Motorola 2.0% 1.5% 4.6% Sharp 3.8% 2.4% 1.1% Sony-Ericsson 1.7% 0.8% 3.5% LG 0.1% 0.3% 1.9% Others 15.8% 9.8% 6.0%,, UI, OS: (ios), (Android), PC IT, OS, Android, OS (bada) ( 11 2 2 ) OS UI,, OS,
2 19 2 5 OS : : (App Store), 10 $17 8,200 82.7% (IHS Screen Digest, 11 2 ) ( 11. 2) 35, 14, SKT T 4 2, KT 2 5, LGU+ OZ 3 ( ),,, ( ) (, ), (WAC), (OS ) :, SNS Google
20, SNS, (API ),,, 3, SNS,, / MNO (, MNO ) /. / /,,,, ( ),,,
2 21 2.,, 3.,,,,,
22 3 1, IP 2,,,,, All-IP, All-IP,
3 23, ICT, IP MVNO
24 4 1, IP 1.. ( ), M&A, M&A 06 SO 10 ( ), (, ) M&A M&A M&A M&A ( ) M&A,
4 25,,. ( ),, (M&A ) M&A M&A M&A, M&A. () M&A () / (),,,
26 M&A,, 100 200 300, 100 300 ( )Tbroad 10, ( ), EU (General authorization), (Blanket license), / 2. MVNO () (MVNO) MVNO (MNO)
4 27, 31% 44% 11 3 8 (,, S,,,,, ) ( ) MVNO MVNO (20%) 09 MVNO. MVNO. MVNO ( ) MVNO () MVNO MVNO 09,, MVNO
28 MVNO MNO MVNO 3.. 1) ( ) 5, 00 3 (SK, KT, LG) SK 51%, KT 31%, LG 18% SKT MVNO, ( ), 10 15 19 31, 20 50 73 (:, 2010) 2G/3G LTE, 3 800/900 20 11 LTE LTE, 4G LTE, 4G
4 29 WCDMA HSDPA/HSUPA 4G LTE 2) 3) ( ) MVNO ( ) ( ) ( ), : 10/, 13 ( ), : 10, 11 ( ), MVNO
30, MVNO, 4.. (), ( 1 ),, () 010, 010 85.1%(2010 11 ), 01X-3G 2018 ( ). ( ),
4 31 (), 010 (M2M) -,., MVNO, () () (), MVNO,, MVNO,,,,, 010 2010. 9 01X 3G 3 01X, 3 010
32 2G (2018 ) 010 5 3~4 4,, 9 2003,, 5..,,,
4 33. 2010 3, 134, 21 1:1 PSTN (12 ), (10 ), (4 ), 4 1
34 1:1 IP IP, 4 2 All IP :, All-IP, KISDI, 2007. 5, /,
4 35.,. () () () 42
36 IP 2 1.. 1) () ( ) ( 10. 3 ) ( ) 07 1 2) 09 4,
4 37. 1), ( MVNO ) 2),,,. () () /,
38 2.. () 3G USIM Lock 08 3, SKT KT ( SKN), LGU+, 08 7 3G / USIM Lock,,,,
4 39 OS, (Consumer Union) 08~ 09 38% 2009 1 Nielsen 7, /,,, ( 1), S 62, (894,300 ), (,
40 ) ( 2) USIM IMEI IMEI White List USIM. USIM. / ( ), USIM/ IMEI ( ) USIM ( ) ( ) / USIM MVNO 3.. NTS,,, 2000
4 41 2000 2001 2002 2003 2004 2007 2008 ~ 2011 110% 130% 50% 70% (10% 90% 50% 90% 90%) ( ) : 10%, : 30% : : 50 ( ) 300 ( ) 300 ( ) () ( ), PSTN, KCC 2 () KT,, () 300 2010 10, 2011 300
42 PSTN, VoIP, mvoip,. mvoip,. () () () ()
4 43,, 100%, LTE, 2008 81.4%( 97.4%) 6 2 3% 2015 100% 2018 PSTN 2011 12, PSTN PSTN IP PSTN PSTN lump-sum 1) 1),.
44, (VoIP, IPTV ),, mvoip, VoIP VoIP
4 45 VoIP, VoIP 2011, ( ),., / mvoip, SNS,,,,
46 3 1.., P2P, mvoip, TV ISP, CP/AP BM,,,, (Equal treatment of all data packets; no priority delivery),.
4 47. (),,, ISP QoS, (CP, ) (mvoip, SMS ) ISP ( )
48 2.., / MNO WAP 50 ()1 7, (,,, ) Open Market 7:3 WAP,,,,, MNO, ( :, MNO )
4 49.,. ( ), / ( / ) ( ) ( ) ( ) WAP CP CP 50 1 7 ( ), sideloading ) (two-sided market)
50 (two-sided market) : OECD(2009), Two-Sided Markets :, (indirect externalities), (non-neutrality),, ( ),,,,, ( ),,
4 51, / (/ ), OS,, / (,,, CP, ),,, SNS Korea IT (ETRI ) (WAC), OS, DB ( ),
52 3.. /, All-IP ( ),, / ICT. All-IP,. All-IP ( ) IP ( ) ( ) All-IP ( )
4 53 ( ) (remedy) LLU,,, All-IP, (access), CAS, API, EPG IP ( : PSTN VoIP ) VoIP,,,, ( ) /, / : /, (, )
54 1 1990 4 ( 96) ( 97 02), KT ( ) ( ) 3 ( 03 08) / BcN ( 09 ) ( ) (, ) 3 ( )
55 1. ( 96) 11 1,000 (1987), (, 1991 ) (, 1992 ), (, 1994), 2. ( 97 02) 1996 1997,,,, ( ),, KT,, ITU 2010 ICT (ICT Development Index) 3
56, :,
57 ICT : ( 00 ) 31% ( 03 ) 40% ( 06 ) 21% ( 10 2) 17%(: ), SKT (2000), KTF PCS (2001) 3 : (2005) 3. ( 03 08),, IPTV, WiBro BcN 4. ( 09 ) 3 3 ( )
58 (, ) ( )
59 2 1. ( ) (walled garden), ( ),, u-health, m-banking, e-book 1), 2), 3), 2. ( ),
60 (value network) (digital ecosystem) 3., 4. (, ) ( ) 1) (Apple Model)
61, - 2) (Google Model),
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