CONNECTEDINTELLIGENCE
GoldenAgeofMobile
ChetanSharma
CEO
ChetanSharmaConsulting
Chetan Sharma Consulting: A Global Mobile Strategy Firm
§ 14yroldSeattlebasedMobileStrategyfirm,21+yearsinmobile
§ Advisortomajoroperators,brands,startups,VCs,andFortune
500firmsaroundtheworld.
§ Strategyforeachofthetop6globalmobiledataoperators
§ Haveaunique360o viewoftheecosystem
§ AdvisoryBoards:Telefonica,Kymeta,Globalpay,Ericsson,Other
Startups
• MarketResearch
• ProductandBusinessStrategy
• IntellectualProperty
• MobileThought-leadershipSummits
Chetan Sharma Consulting: A Global Mobile Strategy Firm
Chetan Sharma Consulting: Staying ahead of the curve
2000
2002
2006
2010
2010
Chetan Sharma Consulting: Staying ahead of the curve
2011
2012
2013
2014
2015
HistoryofConnectedIntelligence
HistoryofLongWaves
Sources:BasedontheworkbyNikolaiKondratiev,JoeSchumpeter,CarlotaPerez
ConnectedIntelligenceEra:TheGoldenAgeofMobile
Britain
1771
58
US/Germany
overtaking Britain
Britain
1829
46
Age of Steel, Electricity,
and Heavy Engineering
1875
33
1908
Age of Oil, Automobiles,
and Mass Production
US, then Europe
63
1971
Age of Information and
Telecommunications
US, then Europe
and Asia
42
2013
Connected Intelligence
Era
US, then Europe
and Asia
© Chetan Sharma Consulting, 2013
Age of Steam and
Railways
Industrial Revolution
AdaptedfromCarlotaPerezthesisontechnologyGrowthandadoption
©ChetanSharmaConsulting, 2015
EvolutionofConnectedIntelligence
Telemetry
•SinglePurpose
•MostlyWired
•Limited Use
M2M
•SlowGrowth
•Multipurpose
•MostlyWireless
•ManyUsecases
IoT
•Tremendous
Growth
•Multipurpose
•NewBusiness
Models
•Widevarietyof
usecases
Connected
Intelligence
•Autonomous
Intelligence
•Exponential
Growth
•Pervasive
•Transforms
Industries
©ChetanSharmaConsulting, 2015
ConnectedIntelligence:BuildingBlocks
ConnectedIntelligenceEra:TheGoldenAgeofMobile
Products&
Services
INDUSTRIES
Connectivity
Intelligence
Data
Trust
ThinkingObjects
Access
Devices/Sensors
Services
Source:ConnectedIntelligenceEra:TheGoldenAgeofMobile
http://www.mobilefutureforward.com/Connected_Intelligence_Era_Chetan_Sharma_Consulting.pdf
©ChetanSharmaConsulting,2015.AllRightsReserved
ConnectedIntelligence:ThinkingObjects
ConnectedIntelligenceEra:TheGoldenAgeofMobile
Products&
Services
INDUSTRIES
Connectivity
Intelligence
Data
Trust
ThinkingObjects
Access
Devices/Sensors
Services
Source:ConnectedIntelligenceEra:TheGoldenAgeofMobile
http://www.mobilefutureforward.com/Connected_Intelligence_Era_Chetan_Sharma_Consulting.pdf
©ChetanSharmaConsulting,2015.AllRightsReserved
PageTitleGoesHere
©ChetanSharmaConsulting,2015.AllRightsReserved
Android
Microsoft
©ChetanSharmaConsulting, 2015
50%
©ChetanSharmaConsulting, 2015
Smartphonestartseconomicactivity
SmartphoneEconomicActivity
(DevelopedMarkets)
$2596Lifetime
EconomicValue
Phone
Service
Network
Cloud
Apps
Commerce
Ads
Other
©ChetanSharmaConsulting,2014.AllRightsReserved
DiverseThinkingObjects
SKFGear
BearingUnit
Electricgrease
transferpump
SKF
Tachometer
SKFWireless
Machine
Condition
Sensor
SKFWireless
MicroVibe
Taperedrollerbearingunit
forpassengerrailway
applications
SKF@ptitude
Connect
Floating
piston
SKFMudblock
cassetteseals,
MUD11
Compacttaperedroller
bearingunitforheavy
freight
SKFOilInjection
Sets- THKIseries
PageTitleGoesHere
100Mbps
30xdevice
density
1000reduction
inpower
1000x
traffic
100x
connected
devices
<1ms
latency
WiFi First
ConnectedIntelligence:Connectivity
©ChetanSharmaConsulting,2014.AllRightsReserved
ConnectedIntelligenceEra:TheGoldenAgeofMobile
Products&
Services
INDUSTRIES
Connectivity
Intelligence
Data
Trust
ThinkingObjects
Access
Devices/Sensors
Services
Source:ConnectedIntelligenceEra:TheGoldenAgeofMobile
http://www.mobilefutureforward.com/Connected_Intelligence_Era_Chetan_Sharma_Consulting.pdf
©ChetanSharmaConsulting,2015.AllRightsReserved
RoleofFixedandWiFiisveryimportant
10x
Mobile
WiFi
Fixed
90%
22%
3x
Growth
YoY
110%
©ChetanSharmaConsulting, 2015
Key5GPerformanceCriterion
2
Bit/s/Hz/m /joule/$
Speed
Spectrum Coverage
Energy
Cost
Adaptedfrom 5GNetworkCapacity:
KeyElementsandTechnologies, IEEEVehicularMagazine,2014
©ChetanSharmaConsulting, 2015
ConnectedIntelligence:4th Wave
RevenueCycles
India
Finland Italy Greece
Sweden
Germany
France
US
Netherlands
Austria
Spain
UK
Russia China
Indonesia
Mexico
0-25%
25-80%
Japan
80-90%
90%+
©ChetanSharmaConsulting,2012
Revenue
Voice Revenue Growth Curves
Subscriber Penetration
Once75-90%penetrationisreached,thenetrevenuetypicallyhitsthepeak
andthedeclinebegins
Source:Operator’sDilemma(Opportunity):TheFourthWave
©ChetanSharmaConsulting,2014.AllRightsReserved
Revenue
Growthintelecomservices
•
•
•
•
•
•
Increasepenetration
Upgradenetwork
Introducenewservicesonthecurve
Bundleservices
Decreasecost
Regulatorystimulusasneeded
4th waveservices
Apps
Access
Voice
Messaging
Subscriptions
DeclineinVoiceRevenues
©ChetanSharmaConsulting,2014.AllRightsReserved
DeclineinMessagingRevenues
©ChetanSharmaConsulting,2014.AllRightsReserved
GrowthinAccessRevenues
©ChetanSharmaConsulting,2014.AllRightsReserved
MobileOperators:StrategicImperatives
Source:Operator’sDilemma(Opportunity): TheFourth Wave
The4th Wave
Extend the Peak
Revenue Growth Curves and Strategies
© Chetan Sharma Consulting, 2013
Net Revenue
Delay the Decline
Move up the value chain in Digital Services
Voice
Messaging
Data Access
Digital Lifestyle Solution Provider
Enabler
OTT/Digital Services
Utility
Subscriber Penetration
©ChetanSharmaConsulting, 2015
The4th WaveStrategicFramework
0– 25%
25– 80%
80– 90%
GROW
HARVEST
MAINTAIN
90%+
TRANSITION
©ChetanSharmaConsulting, 2015
4th waverevenues
surpassed accessrevenues
21%
YoYGrowth
©ChetanSharmaConsulting, 2015
Examples:SMART
©ChetanSharmaConsulting,2013.AllRightsReserved
Examples:Safaricom
©ChetanSharmaConsulting,2013.AllRightsReserved
Examples:ChinaMobile
©ChetanSharmaConsulting,2013.AllRightsReserved
4th Wave
4th wavestartingtomovethefinancials
Japan s Mobile Market Revenue Growth
©ChetanSharmaConsulting,2013
Whatarethe4th WaveOpportunities?
RevenuePotential
Mobile Security
Mobile Analytics
Cloud Services
Mobile Payments
Mobile Commerce
Mobile Coupons
Med
Identity/Risk Management
Mobile Health
Enhanced Communications
Enterprise Applications
QoS Services
Connected Home Services
Mobile Remittance
Mobile Wellness
Low
Med
ARPU Potential
High
©ChetanSharmaConsulting,2012
User Profile API
Low
Service Penetration Potential
High
M2M
Mobile Advertising
Howcanyouparticipateonthe4th wave?
• Collaboration is the only way to go
– To have a shot at any of the vertical areas, one has to have scale
– Just like collaborating on handset procurement gives some scale, working
together on a platform that can be jointly rolled out is essential
• Individual corporate strategy is generally not in sync
• Work with partners who have developed vertical expertise to help you address
the market opportunities
• Collaborate/Resell Regional Operator solutions in your markets
• What’s your platform for innovation?
– Using a combination of LTE and WiFi provides better ROI and quicker
time-to-market
– An all-IP network enables new and/or enhanced services – voice,
messaging, content, enterprise
– Modular network components to launch new services
TransformationChallenges
•
•
•
•
•
Acknowledgement
Organization/Realignment
Rethink Platform
Communication
Execution
©ChetanSharmaConsulting,2013
Organizingforsuccess
©ChetanSharmaConsulting,2013
ConnectedIntelligence:Intelligence
ConnectedIntelligenceEra:TheGoldenAgeofMobile
Products&
Services
INDUSTRIES
Connectivity
Intelligence
Data
Trust
ThinkingObjects
Access
Devices/Sensors
Services
Source:ConnectedIntelligenceEra:TheGoldenAgeofMobile
http://www.mobilefutureforward.com/Connected_Intelligence_Era_Chetan_Sharma_Consulting.pdf
©ChetanSharmaConsulting,2015.AllRightsReserved
ConnectedIntelligence:Data
ConnectedIntelligenceEra:TheGoldenAgeofMobile
Products&
Services
INDUSTRIES
Connectivity
Intelligence
Data
Trust
ThinkingObjects
Access
Devices/Sensors
Services
Source:ConnectedIntelligenceEra:TheGoldenAgeofMobile
http://www.mobilefutureforward.com/Connected_Intelligence_Era_Chetan_Sharma_Consulting.pdf
©ChetanSharmaConsulting,2015.AllRightsReserved
ConnectedIntelligence:Trust
ConnectedIntelligenceEra:TheGoldenAgeofMobile
Products&
Services
INDUSTRIES
Connectivity
Intelligence
Data
Trust
ThinkingObjects
Access
Devices/Sensors
Services
Source:ConnectedIntelligenceEra:TheGoldenAgeofMobile
http://www.mobilefutureforward.com/Connected_Intelligence_Era_Chetan_Sharma_Consulting.pdf
©ChetanSharmaConsulting,2015.AllRightsReserved
ConnectedIntelligence:Industries
ConnectedIntelligenceEra:TheGoldenAgeofMobile
Products&
Services
INDUSTRIES
Connectivity
Intelligence
Data
Trust
ThinkingObjects
Access
Devices/Sensors
Services
Source:ConnectedIntelligenceEra:TheGoldenAgeofMobile
http://www.mobilefutureforward.com/Connected_Intelligence_Era_Chetan_Sharma_Consulting.pdf
©ChetanSharmaConsulting,2015.AllRightsReserved
LO G I S T I C S
H E A LT H & W E L L N E S S
H E AV Y E Q U I P M E N T
Source:HBR
T R AV E L & TO U R I S M
SMARTCITIES
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ButwhatwillConnectedIntelligencemean?
Research.Technology.Strategy.IntellectualProperty.ThoughtLeadershipSummits.
• Bhutanimage
Education
Agriculture
Health
EmergencyManagement
(Earthquakes)
FinancialServices
Education
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EmergencyManagement
(Tsunami)
FinancialServices
Health
Whataretherightquestionstoask?
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CanConnectedIntelligence
•
•
•
•
•
•
•
•
•
•
•
•
Leadustozeroroadfatalities?(5Mcrashes,35Kdeaths/yearinUS)
Increaselifeexpectancyofourgenerationby10%?(90yrsinMonaco,Chad49yrs)
Eliminatedeathsfrompreventabledeseases?(1.5Mkidsdieeachyear)
Solvethewatershortageproblem?(750Mlackaccesstowater)
Eliminatetherisk/deathsinnaturaldisasters?($2Tdamage,2.9affected,1.2Mkilled)
Makeeducationavailableuniversally?(60%don’thavecollegedegreeintheUS)
Reducehealthcarecostsby80%?($8TannuallyintheUS)
Raiseproductivityby100%?
Reducetheimpactofglobalconflictsandwar?(projectDaniel,etc.)
Createnewjobsandtraintheworkforce?(negatetheimpactofautomation)
Giveeachofus10hr/weekback?(60– 80hrsofwork/week)
………..
©ChetanSharmaConsulting,2015.AllRightsReserved
ConnectedIntelligence:InfiniteOpportunities
"Whenwirelessisperfectly
applied,thewholeearthwillbe
convertedintoahugebrain”
1926
NikolaTesla,Jan30,1926
ThankYou
chetan@chetansharma.com
www.chetansharma.com
www.mobilefutureforward.com