Public 5/002 01-CAL 115 0380 Uen C PowerPoint template, Sony version 2014.2, format 16:9 2014-01-21 1
Smartphone & Mobile
Internet are
Changing our Lives
Charlie Liu CTO, Greater China
Sony Mobile Communications
March, 2014
Mobile Internet Is Taking Over PC Internet
Src: StatCounter Global Stats, 5/13. Note that PC-based internet data bolstered by
streaming
Global Mobile Traffic as % of Total Internet Traffic, 12~15 7B world population
2.8B (40%) Internet users
2.1B (30%) Mobile Internet users
Young Netizens in China drive Smartphone Rapid Growth
50 118
233 303
356 420
500
24%
40%
61% 66% 69%
75% 81%
0%
20%
40%
60%
80%
100%
0
200
400
600
800
2007 2008 2009 2010 2011 2012 2013
China Mobile Internet Users & % of China Internet Users
Mobile Internet Users % of Chinese Internet Users via Mobile
28.7% 16.9%
73.3%
0.0%
20.0%
40.0%
60.0%
80.0%
Desktop PC Laptop Mobile Phone
Devices Usage % within New Internet Users 2013
Confidential 1/152 43-LXE 108 236 Uen PA1 Test Presentation 2008-08-21 4
3 Births per second
WORLD POPULATION
32 Sold per second
SMART PHONES
58 Sold per second
MOBILE PHONES
Computing downsizing continues
Physical
Size
Market Size / Growth
Large Small
155 146
2011 2015
380 211
2011 2015
326
73
2011 2015
926
481
2011 2015
Smartphone will become the ultimate computer
Source: Gartner, IDC, Strategic Analytics
+0%
+35%
+3%
+30%
M units
Market
Growth
YoY
5
2000 2005 2010
Pentium III
Pentium4
Core2 Duo (dual core)
Core i7 (quad core)
ARM9 ARM11
Cortex-A8 Cortex-A9 (dual core)
Cortex-A15 (quad core)
PC Laptops
Mobile
2015 2020
• Heat, size and power is limiting CPU trend
• move to more graphics performance and
cloud computing Heat
Size Power
CPU Performance trend will slow down Shift from performance to total experience
Cortex-A7 (quad core)
Performance Driven User Experience and Low Power Driven
LTE is covering the Globe…
deployments October 2012
B2,4,12,13,17,25
B4,7
B3,7,8,20,38
B40
B1,9,41
B4,7,38
B3,7,40
B7,38
B3,20
B3,38,40
B1,3,5
B1,3,5,7,40
B4,13,17
Reference
2G (GSM) : 4 bands
3G (HSPA) : 6 bands Note: Only LTE bands are shown. LTE frequencies range from 700 MHz to 2.7 GHz (B1-B41)
B2,4,5,12,13,17,25,27,41
B4,7,17
B3,7,8,20,38
B40
B1,9,11,18,19,21,41
B2,4,7,10,38
B3,7,40
B3,7,38,40
B3,38,40
B1,3,5
B,38,39,40
B1,3,5,7,40
B4,13,17
B1,3,20
Reference
2G (GSM) : 4 bands
3G (HSPA) : 6 bands Note: Only LTE bands are shown. LTE frequencies range from 700 MHz to 2.7 GHz (B1-B41)
LTE is covering the Globe…
expected deployments end of 2013
B2,4,5,12,13,17,25,26,27,30,41
B,4,7,17,31,38
B1,3,7,8,20,38
B2,3,4,5,7,8,10,38,12,13,17,(28),38
B2,4,5,7,13,17,(28)
B1,3,5,7,40
B3,7,(20),38,40
B1,3,7,8,20,40
B1,3,5,8
B3,38,40 B40
?
B1,3,5,7,(28),40
B1,3,9,11,18,19,
21,26,28,41 B7,38,39,40
Note: Only LTE bands are shown. LTE frequencies range from 700 MHz to 2.7 GHz (B1-B41)
Reference
2G (GSM) : 4 bands
3G (HSPA) : 6 bands
LTE is covering the Globe…
expected deployments end of 2014
2012 1H 2012 2H 2013 1H 2011 2H
20
Bands With the full market coverage
ambitions and with the introduction
of LTE , RF variants increases
dramatically.
Frequency Band Explosion
25
15
10
5 RF & Antenna System Design is
becoming even more Challenge!
Video - The road to 4K
Larger
screens
Streamed
Video
services
Adaptive
streaming
standard
Bandwidth
reduction
4K capture
and playback
Encryption
and DRM
“Video is the main mobile
application and proposition driver
for operators and bandwidth savings
will be highly prioritized”
Graphics Trends
The performance race in 2013-2015: GPU/GPGPU & memory subsystems
0
20
40
60
80
100
120
140
160
2010 2011 2012 2013 2014 2015
CPU
GPU
0
50
100
150
200
250
300
350
400
2010 2011 2012 2013 2014 2015
CPU
GPU
Total
Computing power Computing power per Watt Gflops Gflops/
W
Graphics subsystem becomes critical as CPU´s becoming thermally limited
PA1 3/20/2013 13 Confidential
Technology Cycles
1
8
23
35
45
0
5
10
15
20
25
30
35
40
45
50
2013 2014 2015 2016 2017
Wearable Devices (M units)
Still at Early Cycle of Smartphones + Tablets… Now, Wearables Coming on Strong, Faster than Typical 10-Year Cycle
PA1 3/20/2013 14 Confidential
SOMC SmartWear vision
Tool
Entertainment
Monitor Interactions
Market size:
3.93bn
Fitness & wellness
Medical healthcare
6.48bn
Infotainment
c. 60%
c.
95%
c.
260% 5.19bn
SmartWear
CAGR 11-16
and… Wearable Devices Are Taking Off Now
HUD Visors/Smart Glasses • Visual
• Camera
Bluetooth Headset • Audio & Voice interaction
• Sensors
SmartWatch • Infotainment & sports
• Touch interaction
• Sensors
Activity & vital sign monitors
• Sensors
ID token • Secure sign in and identification
Wearable Camera • Life logging
• Action camera
Google Glass
FitBit
Sony
Nike
Note: Examples selected to represent early entrants for the respective areas
Sony
Sony
Innovations in China Power the Growth OTT
(WeChat)
Transportation (Kuaidi/Didi Taxi)
Logistics (JD.com (360buy))
Financing (Alipay)
SNS (Sina Weibo)
Source: Tencent, whatsapp, etc.
270M Active Users
2M Biz accounts
200 Countries
20 Languages
20K Apps (Games etc.)
Consumers: Whatsapp + Voice + QR Code
Business: Manage Customers
Relationship
Payment: eWallet & Financing Service
Whatsapp: 450M active users, add voice Q4,14
59 85 121
158 194
236 272
44% 42%
30% 23% 21%
15%
-0.2
1E-15
0.2
0.4
0.6
0
100
200
300
400
500
2012Q1 2012Q2 2012Q3 2012Q4 2013Q1 2013Q2 2013Q3 2013Q4
WeChat vs. Whatsapp Active Accounts 12Q1 ~ 13Q3
Whatsapp WeChat WeChat QoQ Growth
Wechat (270M+ Active Users, 100% YoY, China)
– Mobile Communications + QR code Innovation + eWallet
Taxi Apps in China
Push to Call Taxi Drivers to bid
Real Time Track
Convenient
Mobile Payment
Internet Financing
– Alipay is Attracting Money From Banking Deposit
Source: Alibaba
61M active users
60B$ accumulated
Internet financing caused:
160B USD declined in banking deposit in Jan 14
20%
44%
54% 50%
43%
14%
24%
0
0.2
0.4
0.6
0
10
20
30
40
50
60
70
5/13 6/13 7/13 8/13 9/13 10/13 11/13 12/13 1/14 2/14
Mo
M G
row
th
Reg
iste
red
us
ers
(M
M)
Registered Users (MM)
Payment + Flexible Deposit / Withdraw Secure & Insured Steady Income
Listen. Play. Create. Watch.
Public 5/002 01-CAL 115 0380 Uen C PowerPoint template, Sony version 2014.2, format 16:9 2014-01-21 21
BT speakers
BRAVIA© with NFC
embedded remote control
One-touch
listening
One-touch
sharing
One-touch
mirroring
Range of BT headsets
Xperia™
One-touch
backup
One-touch
functions
VAIO
2013 NEW
2013 NEW
2013 NEW
Easy Connectivity With One Touch
2013 NEW
2013 NEW
132
Screen
All of Sony’s expertise in screen technology
Incredibly true,
natural shades
of colors
X-Reality for mobile Sony’s intelligent super-resolution technology
without with
Full HD 920 x 1080p
OptiContrast™ panel Black when off, clear when on
Clear image
Less loss
from reflection
Differentiate Through Camera Technology
You will always capture compact digital camera pictures and videos
Advanced video
recording with 4K
capture
Larger sensor
gives you
better photos
Sony Lens G Advanced optics: 27mm wide angle & bright F2.0
1/3.0” 1/2.3”
27mm Xperia™ Z1 34.5mm Xperia™ Z
Sony
processing engine
Better AF/AE/AWB Image stabilizer for video
Noise reduction Clear image zoom
Differentiate Through Design
Smart, sleek and durable
Water resistance
Dust protection Innovative glass that
best suits new generation
mobile devices
Has qualities that are superior to
glass and plastic in all areas of
strength, scratch resistance and
texture
1st
TDD-SGLTE
Smartphone
MMMB
(1st 5 mode
13 bands)
2013
2014
VoLTE TDD
VoLTE
Technology drives TD-LTE in China
GTI award 2014
Open Innovation... Sony Mobile can only innovate a fraction of what it will take
for us to become the industry leader and an innovation star…
Co
ns
um
ers
3rd
part
ies
SOMC
developers
Collaboration between industry players a must in order to
expand into new business areas and increase “share-of-wallet”
We need to embrace true Open Innovation through Industry
and Consumer collaboration for... Win – win Business!
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Names of Sony products and services are the registered trademarks and/or trademarks of Sony Corporation or its Group companies.
Other company names and product names are registered trademarks and/or trademarks of the respective companies.
