FTTH Council Conference 2014, FTTH Investors Day

18 Feb. 2014, Stockholm/Sweden

Martin Gutberlet

Martin Gutberlet, Strategy Consultant & Technology Expert

• Senior Partner & Founder, MG Strategy

• Fujitsu, Head of Solutions & Consulting, Member of the Executive Team

• Gartner, VP Communications/Innovation and Managing Director Germany

• KMPG, Partner for Information, Communication & Entertainment

• Ericsson, Product and Solution Manager

Contact: Martin Gutberlet

www.mg-strategy.com

gutberlet@mg-strategy.com

+49 (0) 172 2804475

Twitter: @wifimartin

Fixed is 10x10 – 10x years earlier and 10x faster

1980 1990 2000 2010 2020

ITU, I113,1.5 – 2.0 Mbit/s

100 MBit/s 2.4 KBit/s

56 KBit/s

Gigabit Society

1 GBit/s

Netflix is the No.1 in Internet download traffic in the US

Video counts for more than 50% of all US Internet traffic.

Youtube No.1 Video service. Video is growing in Europe.

Ultra HD TVs require a Gigabit fixed connection

33.2 MegaPixel

8.3 MegaPixel

1 MegaPixel

10.2 Gbit/s

20 Gbit/s

The Total Connectivity Scenario

Everything gets connected and monitored from everywhere

Smart

Metering

Smart

Control

Smart House

Automation

Smart

Music/TV

HD Home

Surveillance

Streaming

vs. Distribution

Monitoring

The Internet of Things for professional use

IoT generates

FTTH demand

Industries Big Hype in IT Facts

Defense

Transport & Logistics

Manufacturing

Public Service Provider

Energy/Utility

Big Data /

Analytics

Real

Time

Security

Only 4% of factories

monitor their

equipment

Manufacturing

2x GDP Growth

New Fiber networks for security and capacity

Public Example:

Brasil, Russia, India, China,

South Africa to build own

fiber cable

Drivers:

Protection & Security (NSA)

Enterprise Example:

Internet companies invest

in own infrastructure e.g.

Google, Facebook & Co.

Drivers:

Demand & Capacity

Long Term Perspective

Future Scenario – Example: Health Robots

Aquisitions in Robotics

02 Dec. 2013 Shaft Inc. Humanid Robotics

04 Dec. 2013 Redwood Robotics Robotic Arms

05 Dec. 2013 Meka Robotics Robots

06 Dec. 2013 Holomni Robotic wheels

07 Dec. 2013 Bot & Dolly Robotic cameras

10 Dec. 2013 Boston Dynamics Robotics

FTTH Council Conference 2014, FTTH Investors Day

18 Feb. 2014, Stockholm/Sweden

Martin Gutberlet