2000년대를 맞이하던, 1990년대 끄트머리였는지, 막 2000년이 되었던 때였는지 간에, 나는 모건 스탠리에서 발표한 'The Internet Report'(1995년 발간)이라는 리포트를 프린팅해서 가지고 있었다. 읽었는지 기억나진 않지만. 그 때 나는 막 직장 생활을 시작하고 있었다. 어떻게 보면, 세상은 변하지 않은 것같고, 또 다시 보면 세상은 참 많이 변했다.
최근 Mobile과 관련된 이런 저런 자료들을 찾아 정리하던 중에서 모건 스탠리에서 발표한 'The Mobile Intenet Report' 기사를 읽게 되었다. 이 리포트에서 전하는 주요 시사점은 아래와 같다.
http://www.morganstanley.com/institutional/techresearch/mobile_internet_report122009.html
Material wealth creation / destruction should surpass earlier computing cycles. The mobile Internet cycle, the 5th cycle in 50 years, is just starting. Winners in each cycle often create more market capitalization than in the last. New winners emerge, some incumbents survive – or thrive – while many past winners falter.
The mobile Internet is ramping faster than desktop Internet did, and we believe more users may connect to the Internet via mobile devices than desktop PCs within 5 years.
Five IP-based products / services are growing / converging and providing the underpinnings for dramatic growth in mobile Internet usage – 3G adoption + social networking + video + VoIP + impressive mobile devices.
Apple + Facebook platforms serving to raise the bar for how users connect / communicate – their respective ramps in user and developer engagement may be unprecedented.
Decade-plus Internet usage / monetization ramps for mobile Internet in Japan plus desktop Internet in developed markets provide roadmaps for global ramp and monetization.
Massive mobile data growth is driving transitions for carriers and equipment providers.
Emerging markets have material potential for mobile Internet user growth. Low penetration of fixed-line telephone and already vibrant mobile value-added services mean that for many EM users and SMEs, the Internet will be mobile.
Material wealth creation / destruction should surpass earlier computing cycles. The mobile Internet cycle, the 5th cycle in 50 years, is just starting. Winners in each cycle often create more market capitalization than in the last. New winners emerge, some incumbents survive – or thrive – while many past winners falter.
The mobile Internet is ramping faster than desktop Internet did, and we believe more users may connect to the Internet via mobile devices than desktop PCs within 5 years.
Five IP-based products / services are growing / converging and providing the underpinnings for dramatic growth in mobile Internet usage – 3G adoption + social networking + video + VoIP + impressive mobile devices.
Apple + Facebook platforms serving to raise the bar for how users connect / communicate – their respective ramps in user and developer engagement may be unprecedented.
Decade-plus Internet usage / monetization ramps for mobile Internet in Japan plus desktop Internet in developed markets provide roadmaps for global ramp and monetization.
Massive mobile data growth is driving transitions for carriers and equipment providers.
Emerging markets have material potential for mobile Internet user growth. Low penetration of fixed-line telephone and already vibrant mobile value-added services mean that for many EM users and SMEs, the Internet will be mobile.
흥미로운 것은 Facebook이다. Samsung과 같은 제조업체도, MS와 같은 OS 업체도 아닌 Google이나 Apple이 새로운 시대를 이끌고 나갈 것이라 생각했다. 그런데 그 사이로 SNS가 끼어들었고 Facebook는 놀랍기만 하다. 얼마 전 기사에서는 Facebook도 Phone을 만들려고 하고 있으니, ... Convergence는 Service 단계를 넘어서 제조 + 서비스 단계로 넘어간 듯하다. 그런데 한국의 많은 기업들은 아직까지 서비스 단계에서의 Convergence도 힘겨워하니...
위 링크 주소를 따라들어가면 Full Report를 구할 수 있다. 그리고 모건 스탠리의 이 리포트는 앞으로 펴쳐질 모바일 인터넷에 대한 전체 그림을 그리기에는 충분한 자료로서 활용할 수 있을 것이다.