Ktdigieco201211

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1 / 20 스마트 혁명, 세상을 바꾸다 - 아이폰 도입 3주년을 맞이하며 kt 경제경영연구소 백준봉([email protected]) 홍범석([email protected]) 최명호([email protected]) 박유진([email protected]) [목차] I. 아이폰 도입과 스마트혁명의 시작 II. ‘스마트 라이프’ : 일상을 똑똑하고 편리하게 만들다 III. ‘스마트 이코노미’ : 모바일과 산업 전반을 뒤흔들다 . 다가올 스마트혁명의 미래 : ‘초연결사회3산업혁명

Transcript of Ktdigieco201211

2. < Executive Summary > : IT 09.11 1% - , - (WIPI) IT ( ), - kt 100 40 , 3 10 6 : , - , ( 42, 60%) -SNS Smart Work - 8%, 24 (, 12.1) - 2015 30% IT : : - , kt 3(09), 3(11), New Deal (12) , 2 88% , +SW LTE : First Mover -09 3 3.2% , -12 3 32.5% 1 , LG 12.4 3 2 / 20 3. : - , PC - 11 1.5 , 14 2.9 IT - 11 1, GDP 2-IT IT 11 49.7 -IT / , 09 IT 5 , IT 1.7 : 3 - IT , 25 5 (BCG, 2012) (Internet of Things) (Hyper-connectivity society) -1 , 2 3 -2020 5 (Ericsson) (Virtual Goods) - 3(,,) 15 16 10 20 - 3 -21 3 3D (The Economist )- , , , ( ).3 / 20 4. I. IT 1% - 2009 6 10% , 1% 55 2009 6 , 17%, 12%, 12%, 12%, 11% (Nielsen, 09.09) IT - (), - (WIPI), , , X, , IT , . . . . , , IT1990 IT . IT , , . . . i-mode 11 , . , .4 / 20 5. kt 3GS (09.11.28)- 2007 1 2 10 OECD (09.09 )- 6 5, 09 12 10.2%, 100 40 : UI/UX - , (UI) (UX) - [kt (09.11.28)] < > < 1 > : - - kt kt , 3 kt SPH-M8400 - kt 5 / 20 6. : , - 3 37 81 (09)720 (10)2,247 (11) 3,088 (12.09) - 12 9 58.3% kt 1,648 59% 979 (12.09) 11 46%, 40%, 38%, 29%, 28% (Nielsen, 12.5, TomiAhonen, 11.12)[ (: )]6,000 80% 5,251 5,3005,3925,0775,0004,794 61.3% 58.3%60%4,000 42.8%3,304 3,0883,000 40% 2,2472,00014.2% 20%1,0007201.7% 81- 0%2009 2010 2011 2012.9 2012(E) : , kt - , - , Smart LifeSmart Working , Smart Saving , , : SNS , , Mobile Business Internet Economy GDP App IT IT 6 / 20 7. II. : 1. : (Always Connected) : - 2.7 (, 12.10)- 48.6% , 31.1%, SMS/MMS 20.3% (, 12.08) (Smart Saving) : - , , , , , - , , , , SNS [ (12 )] [ ] 96 42.3 59.9% 62.3% 58.6% , : , 7 / 20 8. 2. (Smart Communication) SNS : - SNS 60.3% , SNS , 2011 114%, 150% 86.4% , 62.6% - SNS PC , , PC SNS 62.3% PC 12.1% (DMC , 12.09) [ PC SNS ] : 62.3%PC : 12.1%30.3% 32.0%25.6%9.0%3.1% PCPC : DMC (12.09) - SNS SNS SNS - SNS SNS , , , (, 12.11) 8 / 20 9. 3. (Smart work) Hard Working Smart Working - , - 2015 30% , , , : - 1,766 7.7%(136) (89.5%) , 24 (, 12.01) 38%, 40% - , , kt (10.08) 1 94/, 26 : - 10 2 12 12 ,15 50 9 42 23,000 , 93% (, 12.09) - 1 34 (, 12.07)[ ] 10 81 (12.1) 10 16% 10 32% 11 52% 10% , / 48%, 5%, 3%, ( 44%) , 9 / 20 10. III. : 1. : : - - IT kt 3 (09), 3 (11) New Deal(12) SW/ 3 (09): , , 3 (11): , , New Deal (12): 1 + , 1 - 1 kt (OASIS) 3 11.10 300 - 15 107TB 09 269 (, 11.12) - : kt , 88% i - : 3 LTE kt LTE 2012 LTE + LTE LTE , 3W(WCDMA-WiFi-WiBro) 10 / 20 11. 2. : First Mover - 09 3 20%2 3.2% (Gartner, 2009) - - 12 3 32.5% 1(Gartner) (13.9%) (RIM 5.3%, HTC 5.0% ) 12 3 8 63% 5 - LG (MC) 12 4 3 (, 12.11) < > 5 . . 2012 1 . . 1992 . 25% , 40% . 2007 5 55% . 2007 10% , 2013 20% . , . , . 2011 1 , 2012 1 14 1 (Strategic Analytics). 11 / 20 12. 3. : PC - / / IT PC , (LBS), (AR) (Mash-up) , , - , PC, TV 2011 1 5 1 3,053 (87.1%), 1,336 (8.9%), 600 (4.0%) (, 11.12) 2014 25% 2.9 - 09 66 , 10 72 , 11 20 82 , 12 88 6~10 [ ][ (: )] 200920102011(E) 2012(E) 6,6127,212 8,2418,897( )(3.8%) (9.1%) (14.3%) (7.9%) 330343 346371 274296 387423 658743 880 1,053 2,0612,124 2,1022,199 919 1,032 1,1721,231 2,3702,674 3,3543,620: (2011.12, 2012.01, 2012.10): , , , , , 12 / 20 13. < > 20 (?) , . , , . . , . PC . PC 2000 . , PC . . , . , , . . , 2012 50% 6 3 , 2014 40% 1 3 .[ ] 20092010 2011(E) 2012(E) ( )2,608 3,1674,2366,328- 21.4%33.8%49.4% : , 2012 (2012.10), . SUNDAYTOZ 2012 7 30 1,700 , 1,000 , 200 4 , . 5 Next Floor 6 , 9 25 20 . 8 47 , 9 138 , 10 400 . 13 / 20 14. 4. : IT : - 1 97.2% 100 100.6 [ (: 100 )] 100.6 98.0 87.8 82.4 81.5 77.9 76.1 53.5 54.344.339.7 35.1 31.7 OECD : OECD Internet Economy Outlook 2012 - , GDP 7.3% 2( 8.3% 1) [ GDP (2010 , : %)] 8.37.35.54.74.7 4.1G-20 4.1EU27 3.8 3.33.0 3.0 2.9 : BCG, The $4.2 Trillion Opportunity - The Internet Economy in the G-20(2012.03) 14 / 20 15. IT : IT - IT () IT () IT () IT IT , IT IT IT IT IT - IT 2009 43 IT 2011 49.7 , 2015 76.1 IT 2013~15 22.7 11.2 (ETRI, 12.06) [IT (09~15, : )]2009 4342011 4972013 5832015 761: (11.12) - , , u-, , IT - kt IT : Smart Farm : /IT , : kt- ICT (Healthcare), (Hospital), 15 / 20 16. ( jobless growth) : IT - IT IT , , /, 1 , / 2010 IT IT 1.5, 2 - 2009 IT IT 09 5 IT 10 1,384, 11 342, 12 390 , , , - IT 08~09 2 4~6 10 3 3 09~12 1 7 [IT ]20082009 2010 20112012IT 4,8065,902 5,954 5,8065,037IT4,7785,571 6,955 7,2657,655(, ) (801)(793)(1,384)(310)(390)268 374510 531 540 2,7913,184 3,891 3,9273,904 1,7192,013 2,554 2,8073,211 ()26,01324,499 33,38033,717 24,876 307,422306,840 312,431 320,949 324,132(E) (, )(4.8%) (-0.2%) (1.8%)(2.7%)(1%) () 23,57723,506 23,82924,244 25,117 : , , , : 2012 9 , 6 16 / 20 17. . : 3 - 2 5 3 - / , , IT : (Virtual Goods) - , 3(,,) - Virtual Goods 2015 1,600 , 2010 20 - kt (OASIS), (Ustream, Soompi ) [ , 2015]: PWC, IT&M, NPD, Gartner, Forrest Research, KT 17 / 20 18. : - , , - 12 10 BCG e-Intensity Index ITU ICT ( 155) 1 ICT ICT - OECD , () 11 120 7 . (GWR) . . (I just uploaded it!) . K-Pop IT . PR , 220 . , .IT . . 18 / 20 19. (The Internet of Things) : - 3 (OECD Internet Economy Outlook 2012) 1 , 2 3 TV, , , - Ericsson 2020 5 , 5 M2M 2020 7 - IT (Hyper-connectivity) , [ ]Internet 3rd Wave Internet 2nd Wave Internet 1st Wave PC : OECD Internet Economy Outlook 2012 3 : - The Economist 1, 2 3 1 (18) : () 19 / 20 20. 2 (20) : () 3 (21) : 3D (Mass-Customization) - (Jeremy Rifkin) 3 - 3 ,, , [3 ] 12 318c 20c21c - (3D )- () - , , , - (, 11) IT , 25 5 (BCG, 12) - ( ) 20 / 20