Strategy Analytics Mobile World Congress RevieW

March 11, 2015 Strategy Analytics, Inc 1

MWC 2015 Review & Analysis

This report provides analysis across the ecosystem of MWC

2015 in Barcelona. Analysts across our Knowledge Centers

provide their top takeaways in a concise format. Each of our

analyst teams will provide deep dive coverage of the most

significant events, products and services in upcoming

deliverables to our clients.

March 9, 2015

March 11, 2015 2 Copyright 2015 Strategy Analytics Inc.

RESEARCH DELIVERING INSIGHTS,

INFORMATION, AND ADVICE

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Integrated, Global Perspective on

Digital Consumers Custom

Research

Syndicated Services Insights, Information, Forecasts, and Expert Advice on Companies, Brands, Products, and

Technologies Competing for the Consumer

Custom Research & Consulting

Consumer Insights and Global Primary Research, Competitive Intelligence, B2B Research, UX Design

Guidance, User Experience Analysis, and Consulting to Support Business Planning

& Innovation

AppOptix Intelligence and Metrics on

Consumer Activities, Behavioral Patterns, and

Usage Profiles through Big Data Analytics

Focused on Specific Business Needs

Copyright 2015 Strategy Analytics Inc.

MWC 2015: Handsets

Copyright 2015 Strategy Analytics Inc.

• Getting back to Basics: More Focus on Design: Alcatel

• Looking for Differentiators: No Google, Display, OS, Camera

• Stronger Biometrics: Iris, Retina Scanning: Fujitsu, ZTE

• 4G LTE: Affordable yet High-Performing 4G Smartphones

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MWC 2015: Wearables

• Looking like a Watch: Full Circular Design: Huawei Watch

• Pushing for Proprietary Platform: Tizen, Web OS

• Adding Cellular: 4G Smart Watches: LG Urbane

• Expanding Use Cases: Payment, Car Key, Extreme Fitness

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MWC 2015: Tablets

• New products from Sony, Lenovo, Huawei, Haier, Alcatel One Touch, Vestel. Intel, MediaTek & Qualcomm

• Enabling technologies (ET) Wireless Charging, Fast Charge, Wireless ‘slinging’, Wireless docking, Gesture, Cameras, Biometrics, audio codecs, LTE Case,

• Most Common Tablet-related questions to SA? • How can we develop the 3G/ LTE Tablet market and gain share?

• What’s the key to success in the Enterprise/Verticals market?

• Is channel distribution changing?

• Why add ET if future growth is coming from emerging Regions with entry level pricing? So why increase my BOM?

• SKU Growth areas? 8” & Value 2 in 1s

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MWC 2015: Handset Components

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• 64-bit LTE chips are now mainstream.

• Qualcomm’s competitors making progress and will challenge its dominance in LTE basebands and apps processors.

• Snapdragon apps processor absence in Samsung Galaxy S6 was one of the talking points of the show.

• MediaTek and Intel are poised for share gains in 2015 / Intel could break into top-5 smartphone & tablet AP rankings in 2015, thanks to Atom X3 (previously SoFIA).

• MediaTek’s Helio-branded X10 (2.2GHz Octa-core Cortex-A53 with LTE Category 4) caught attention.

• No 4K display tablets announced. Two prototypes seen.

• 5MP and 8MP front-facing cameras in 58% of announced SPs.

Copyright 2015 Strategy Analytics Inc.

MWC 2015: IOT

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1. IoT Interoperability a Challenge • New IoT Platforms & “Aggregators”

managing complexity. • Standards, partnerships and co-

opetition. 2. Highly integrated, ultra-low power

communications are proliferating widely.

3. IoT security is the whole ecosystem’s responsibility!

4. IoT becomes tangible! • Mobility applications for specific

verticals. • Connected Smart Home.

Copyright 2015 Strategy Analytics Inc.

MWC 2015: Mobile Workforce

Split Billing gets carrier backing:

• BlackBerry, Movius, Good Technology

Mobile security not just for the paranoid anymore.

• Including secure voice (Blackphone, BB SecuSUITE, CryptTalk).

“Appification” of the Enterprise • (IBM/Apple, SAP); multi-vendor alliances

emerge for standards on enterprise app management (“ACE”).

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MWC 2015: Networks & Operators

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NFV/SDN now Essential

Long process but moving quickly with strong operator commitment. Vendors lining up with cloud architectures.

5G: Start Now

Work towards 5G in 2020: time for vendors to get in

the game or be left behind. “5G Olympics” in 2018?

RAN: Life in 4G & Wi-Fi

Carrier Aggregation every-where, “smaller” cells, and

Cloud-RAN economics improving. LTE-U/LAA hot.

Hot Platforms/Solutions

Predictive analytics, CEM & on-device customer

engagement, Wi-Fi Calling, pre-fetching content.

Operators Animated by Competition & Regulation

Copyright 2015 Strategy Analytics Inc.

MWC 2015: Mobile Media

• Mobile payments battleground continues to develop: – Samsung Pay, PayPal and Paydiant, Android Pay.

• Adding the next billion mobile data users: - Orange Klif versus service specific zero-rating.

• Greater handset support of native RCS – can operators win back mindshare from OTTs?

• Net neutrality pushes efficiency and QoE further up the MNO agenda.

March 11, 2015 11 Copyright 2015 Strategy Analytics Inc.

MWC 2015: Automotive

• GM European launch, Audi 4G plans • LTE Advanced, LTE Direct implications for automotive; 5G? • CarPlay no-show at Geneva • MirrorLink advances • Global SIM strategies – GMA, Jasper, AT&T, Vodafone, Cubic

Telecom • Accenture emergence as Tier 1 • Elektrobit spinout of mobile division - Bittium • Airbiquity/AT&T deal • Security challenges – Gemalto, BMW • IoT messaging • Smart cities, connected citizens initiatives – Waze, Uber, etc. • Low power networks – Traquer/Sigfox deal

March 11, 2015 12 Copyright 2015 Strategy Analytics Inc.

Thank You! Questions?

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For follow-up and client enquiries:

Digital Consumer Practice – [email protected]

Global Automotive Practice – [email protected]

Global Wireless Practice – [email protected]

Strategic Technologies Practice – [email protected]