12 October 2015 | Page 1

2016Oct. 15, 2015

Kelly_hsieh@topology.com.tw

12 October 2015 | Page 2

TRI

12 October 2015 | Page 3

12 October 2015 | Page 4

2016 13.81

• 201613.81 YoY 7.7%

2011~2016 )

Source 2015/10

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2016 ASP

2013 ~2016 ASP )

600 2016300 61%

Source 2015/10

12 October 2015 | Page 6

Windows 10

• IFA Windows 10 Jade Primo• 10 Lumia

Windows 10• Win10

Win10

Source Microsoft 2015/10

12 October 2015 | Page 7

2015

• Nokia 2016 – Nokia C1( Android 6Marshmallow Intel Atom ..)Nokia

Android•

2011 2012 2013 2014 2015(E)

1 Apple 20.3% Samsung 29.6% Samsung 32.5% Samsung 27.8% Samsung 26.0%

2 Samsung 18.9% Apple 19.0% Apple 16.5% Apple 16.4% Apple 17.7%

3 Nokia 18.4% Nokia 5.2% Lenovo 4.9% Lenovo+Moto 7.9% Huawei 6.7%

4 Blackberry 11.4% HTC 4.7% Huawei 4.4% Huawei 6.2% Lenovo+Moto 6.3%

5 HTC 9.7% Huawei 4.4% LG 4.3% LG 5.4% Xiaomi 5.7%

Source 2015/10

2011~2015 (Unit Ratio)

12 October 2015 | Page 8

• 75%

2013 ~2017

Source 2015/10

12 October 2015 | Page 9

37% 43%26%

6% 12%40%

20% 59%

36%63%

13%30%

2016

•

• 2020 30%

Source 2015/10

2014

12 October 2015 | Page 10

(1) LTE

• 2015 4G LTE2016 4G

• 2015 LTE2015 4G LTE 3G 55%

• 4GVIVO Nubia( OPPO

129,615.7 1,006.4 156.03G

43,625.2 -4,900.3 -783.0

4G 27,724.1 17,995.8 2,672.4

2015 4G

Source 2015/10

12 October 2015 | Page 11

(2)

•• Flipkart Snapdeal Amazon• 20%

Google Firefox

2015

Source 2015/10

2013~2023

Middle class (in combination with upper class) of India will have substantial purchasing power (Current 50% ofcountry disposable income US$400 billion to 75% of total disposable income US$1 trillion by 2023).

Population Division of India 2013 2017 2020 2023

Population (Million people) 1209 1286 1319 1384

Lower Class*(US$ Billion) 1007 968 920 875Middle & Upper Class*

(US$ Billion) 201 318 399 509

1 28%2 Micromax 15%3 Intex 12%4 Lava 7%5 Lenovo 6%

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12 October 2015 | Page 13

• iPhone6S iPhone6SPlus ForceTouch“3DTouch”(3D

2015

iPhone6S Samsung Galaxy 6S Sony Xperia Z5

4.7” 5.1” 5.2”

750*1334 1440*2560 1280*1080

PPI 326 ppi 577ppi 428 ppi

IPS Super AMOLED TFT

138.3*67.1*7.1 mm 143.4*70.5*6.8 mm 146*72*7.3 mm

Apple A9 Exynos 7 QualcommSnapdragon 810

143g 138g 154g

16/64/128 GB 32/64/128 GB 32 GB

1810 mAh 2550 mAh 2900 mAh

12MP 16MP 23MP

Source 2015/10

2016

12 October 2015 | Page 14

• 2015 MWCOIS

ASPSource gadgetify 2015/10

iso

12 October 2015 | Page 15

•

•

Game Pad

App

Source HTC,Apple, dazeinfo 2015/10

12 October 2015 | Page 16

••

Source 2015/10

2014 )

12 October 2015 | Page 17

• processor - -- ,....• sim -- Apple and others?• 64 64

644GB 64 ….

•CMOS

1000-2000 HTC One M86 Plus

Apple Samsung LG /

A9/A9X Exynos 7 Nuclun 2 Kirin 950

ARM ARMv8 Cortex-A57+Cortex-A53

Cortex-A72+Cortex-A53

Cortex-A72+Cortex-A57

8 8 8

14/16 14 16 16

Source 2015/10

12 October 2015 | Page 18

2016 ?

?NTT DoCoMo's iris scan phone

emails, videos andgames onto skin

Source NTT DoCoMo, technews 2015/10

12 October 2015 | Page 19

12 October 2015 | Page 20

•• GlobalPlatform (Trusted Execution

Environment TEE)

2013 2018

Source 2015/10

Bitcoin, apple pay, google wallet, kakaopay

2,430

4,400

9,180

0

2,000

4,000

6,000

8,000

10,000

2013 2015(E ) 2018(F)

( )

12 October 2015 | Page 21

• HiFi• HiFi vivo Xplay3S vivo X5Max MX4 Pro

Smartisan T1

HiFi 2.0 DAC(Digital to AnalogConverter)

IA

Source vivo 2015/10

12 October 2015 | Page 22

Smartphone+@

•

Smartphone+Car

Smartphone+Home

Source wirelessdesignmag,wirelesszonei 2015/10

Smartphone+Healthcare

12 October 2015 | Page 23

~

• n-screen• Sharing, DIY, connectivity, IoT ,automation• Everything, Everywhere, Everyone

Cloud

Download- Streaming

n-screen

Apps

Mobile game

Source 2015/10

12 October 2015 | Page 24

12 October 2015 | Page 25

TPK

PCB

ODM ODMInfocus( )

Source 2015/10

12 October 2015 | Page 26

PCB

)

OEM

IDH&ODM

OPPO VIVOTCL

Source 2015/10

12 October 2015 | Page 27

••

•

• ZenFone

IC

TPK

Source 2015/10

12 October 2015 | Page 28

12 October 2015 | Page 29

Retail 4.0

4.0

big dataO2O

Source 2015/10

--O2O transactions (Coupon / QR Code…)-NFC Beacon…-Digital Wallet/Self Check out…

Big Data

LBS(Location Base Service)/

12 October 2015 | Page 30

WiFi

• 50Wi-Fi Gogo Panasonic Row 44

OnAir ViaSat Inmarsat• GoGo FCC 2Ku

Inflight Wi-Fi 2Ku 100Mbps

Source Ericsson, technews 2015/10

12 October 2015 | Page 31

4G AR/VR

Gaming, Multimedia, healthcare, ……AR/VR

Source BI Intelligence 2015/10

AR/VR Augmented Reality/Virtual Reality

12 October 2015 | Page 32

4G VoLTE

• GSA 2015 VoLTE 219 198Apple Asus Fujitsu HTC Huawei LG Motorola

Pantech Samsung Sharp Sony Mobile

VoLTE RCS

Source ucstrategies 2015/10 Rich Communications Services (RCS)

12 October 2015 | Page 33

• Google and Audi (2017), Tesla Motors (2019),GM (2020), Mercedes (2020), BMW (2020) andRenault (2020) and Ford (2025)

• 5G

The Rise of Autonomous Machine

Source engadget 2015/10

12 October 2015 | Page 34

TRI

2016

Smartphone+@ 2016

2016

Retail 4.0WiFi

4G AR/VR4G VoLTE