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HARDWARE

HARDWARE. A way too fast intro to the sectors of hardware in the Technology industry. Semiconductor Designs ( SoC’s ). Scope of Hardware. Semiconductor Manufacturers ( Fabs ). ?. Servers. Desktops, Notebooks, Tablets. Mobile Devices. Parts in a Laptop/Computer.

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HARDWARE

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  1. HARDWARE A way too fast intro to the sectors of hardware in the Technologyindustry.

  2. Semiconductor Designs (SoC’s) Scope of Hardware Semiconductor Manufacturers (Fabs) ? Servers Desktops, Notebooks, Tablets Mobile Devices

  3. Parts in a Laptop/Computer http://www.desinformado.com/wp-content/uploads/2008/02/macbook_air_undressed.jpg http://computer.howstuffworks.com/laptop-pictures18.htm

  4. Same Components (kinda) Found In Notebook/Laptop Phones All-in-One Servers Tablet Desktop

  5. Parts in a Laptop/Computer

  6. State of the Industry CHANGING FAST

  7. Major Things to Know • Vertical (Apple) vs. Horizontal (Intel) Integration • Economic Rent and what it means in Tech • Ingredient Branding • Who is your customer? • Shift to lower power, more mobile devices • How “the cloud” makes the device less important

  8. Major Things to Know • Vertical (Apple) vs. Horizontal (Intel) Integration • Economic Rent and what it means in Tech Who makes the most profit?

  9. Major Things to Know • Ingredient Branding • Who is your customer?

  10. Major Things to Know • Shift to lower power, more mobile devices • How “the cloud” makes the device less important http://pewinternet.org/Trend-Data-(Adults)/Device-Ownership.aspx

  11. Software (SW) Industry

  12. Trend: Consumerization of IT • Employees driving technology choices • i.e. Box, Evernote, Google Apps • “Freemium” strategy • Acquire user base first… • Monetize later • i.e. Yammer, SurveyMonkey, Dropbox

  13. Trend: On-Premise vs Cloud • Technology Drivers • Mobility • Multiple devices • Latest SW version • Financial Drivers • CapExvsOpEx • Business Model • Subscription vs Upfront payment

  14. The Datacenter

  15. You want information…

  16. Filing system to find books

  17. Books hold info that you want

  18. Nowadays… Clients

  19. Filing system for information Servers

  20. Where your data resides Storage

  21. Trend: Virtualization/Consolidation • Average server utilization = 10-15% (IDC) • Technology Drivers • Multi-core processors in servers • Software innovation • Financial Drivers • Maximize hardware investments • Lower hardware needs • Save on power consumption

  22. Trend: Verticalization • Oracle Acquisitions (databases) • ‘09: Sun Microsystems – servers and storage • ‘09: Virtual Iron – server virtualization • ’11: Pillar Data Systems – storage • ‘12: Xsigo – network virtualization • HP Acquisitions (server/storage) • ’08: LeftHand Networks – storage • ‘10: 3COM – networking • ‘10: 3PAR – storage • IBM Acquisitions (server/storage) • ‘10: BLADE – networking • Dell Acquisitions (server) • ’08: EqualLogic – storage • ‘10: Compellent – storage • ’11: Force10 – networking • VCE Partnership – VMWare, Cisco, EMC

  23. Telecom Urvashi Chowdhary

  24. ICT (Information & communication technology) industry stats • $4.7 Trillion globally & $1.1 Trillion in the US • 16.6 landlines and 84 wireless subscriptions per 100 lines globally • Internet is the next big bet for Telcos, given the surge in wireless connections and prominence of VOIP services

  25. Double digit growth for the mobile industry • http://econsultancy.com/us/blog/10139-10-more-mind-blowing-mobile-infographics • http://holykaw.alltop.com/2012-mobile-trends-infographic

  26. Key Players • Carriers or Telecom Operators – understand carrier SWOT • OEMs (Original Equipment Manufacturers) – understand hardware & design improvements • Mobile OS Providers – understand evolution of the OS

  27. Evolution of networks

  28. What do carriers care about ? • ARPU or Average Revenue per user – depends on tech leadership, economics, brand strength, customer service • Spectrum – Bandwidth & Capacity utilization impacts performance, network efficiency • Network Investment ROI – 1G to 4G evolution, network modernization, interoperability etc • Monetization of Value added services – fear of becoming dumb/ bit pipe, threats from adjacent industries (Facebook, Skype) • Device & Rate plan lineup - iPhone v/s S3, Monthly 4G, unlimited data etc

  29. How will 2012 be different from 2011 • Quadcore phones running LTE • Focus on customer value (given the commoditization of services) • Handset subsidies model may change • Prepaid may become more popular than postpaid – 7.9% growth for prepaid versus 2.2% growth for postpaid • Global SKUs from OEMs such as Galaxy S3 • Expect more M&A activity (early talks of T-Mobile merger with MetroPCS)

  30. Trends to understand • BYOD – Bring your Own Device and Mobile Device Management • Form factor & device capability – Kindle Fire HD, iPad 3, Galaxy Note, Nexus • Mobile + Cloud = new waves of Value added services • Mobile security, NFC and Mobile wallets – read about ISIS • Mobile search, targeted advertising & analytics – read about BigData • SoLoMo (Social, Local, Mobile) - convergence of people, information, services, things, and places on modern mobile platforms

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