It전망 3x(김재윤) (1) (1)

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Transcript of It전망 3x(김재윤) (1) (1)

  • ( vs. PC) V32 5 000 M h 7 $50- : V32, 5,000 mpg, Mach 7, $50

    - GM ?

    DVD Player Sandal ?

    3

  • IT

    2011

    1 IT?1 IT?

    - 3 IT 550( 20 )

    2 ?

    - 2.5 (2012.3)

    - 30 (2012.7)

    - 2,100

    3 IT ?

    ,

    - , 2.7

    4

  • IT : +

    (%)

    IT 30

    (%)

    80

    0

    107.4

    93.92007.7

    2012.7

    [: $B]

    565.3

    30

    40

    0

    80.1

    9.8 4 5

    62.2 54.1

    29.118.5

    52.742.5 42.238.2

    6 9

    21.3 19.2

    [ $ ]

    []

    : US Census, Technology Review(2012.5)

    0

    0 20 40 60 80

    9.8 0.45 4.5

    6.91.3

    [FT Global500 IT ( ) 30 ]

    HP Dell

    5

  • 12 : 2.9% (12) 3.0% (13)

    : + : +

    :

    Gray Swan

    7

  • : ,

    ,

    Shale Gas

    vs, +

    : ,

    : :

    , ,

    8

  • [] Shale Gas

    : , ,

    9

  • 2013 IT

    Display : Display :

    , , , ,

    Big Number : , , Complexity

    100 : 20

    2013 15 Smart Device 2013 15 Smart Device

    IT U IT User

    , IT ,

    10

  • Big 4

    Apple Google Amazon Facebook Apple, Google, Amazon, Facebook

    Wintel vs. Google + Qualcomm

    Sony, Panasonic, Sharp

    , ,

    1

    M&A , , 11

  • [] IT

    NHK TV 60 3 : Made in Japan

    CES 2013

    Huawei , Huawei

    OLED TV, UHD TV,

    () , ()

    12

  • :

    : +

    Qualcomm : Qualcomm :

    :

    i Innovation

    13

  • Post Smartphone?

    Glass Watch Glass, Watch

    Smart + Something : Smart Car/Grid/City

    Cloud computing, Context Awareness, Big data Analytics, Pervasive Computing, Sensor Network

    ?

    14

  • 1.

    +

    / UI/UX Si /, , UI/UX, Size

    : Smartphone

    IT IT :

    16

  • [] IT Spiral

    UD // UD, , , //

    Application

    17

  • 2.

    Dilemma

    , vs. , vs.

    - : , PC ,

    - ( , )

    ,

    - :

    200 400- 200~400

    18

  • []

    ,

    :

    - , , , Natural UI

    Moores Law

    Gods Law

    Threshold of

    * Th t l "F t F ti h d t

    Frustration

    * htt // billb t /L I M ht l

    * : Thompson et. al., "Feature Fatigue : when product capabilities become to much of a good thing", Journal of Marketing Research, 2005. 12

    * : http://www.billbuxton.com/LessIsMore.html

    19

  • 3. Big Number

    Cloud Security , Cloud, Security

    - ()

    - * (, , )

    20

  • = X (F = m X a) X (F m X a)

    IT = ( ) X ( )= ( ) X ( )

    38, TV 13

    5

    4, 3, 2( : )

    1 3

    2 2

    22

  • : Synchronize Cycle(Fast Mover)

    - IT

    : Strategic Integrator : Strategic Integrator

    - OS, , ( : )( : , , )

    - :

    : Sufficient Volume

    -

    - IT

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  • IT

    IT

    - , ,

    - 3 ,

    Big Number

    Att ti Ti E Skill S f t - Attention, Time, Energy, Skill, Safety

    - : IC

    - : 24

  • =

    [] 4 ?

    (Order) ()(Order) ()

    10,000

    12,000

    14,000

    2 000

    4,000

    6,000

    8,000

    0

    2,000

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