Today's Buzz:

Wednesday, October 26, 2005

Samsung WiMAX Presentation

Hungkwon Song, VP Global Marketing Group, Samsung presented the South Korean perspective on WiMax. Samsung's WiBro technology will be the first mobile broadband technology in the world, and it is being merged into the WiMAX "e" standard.


Korea broadband market:
78% has wireline and wireless data access and next year some uesers will have 100 MB service. There are 37.8 M mobile subscriptions -- 36 M mobile data users. Revenue from data is 25% of ARPU. There are already 12 M EV-DO subscribers. Last year CAGR for the mobile data market was 85%. The very first toy that children play with in Korea is a mobile handset.


Applications:
5.7 Billion SMS messages a month. Every subscriber is sending an average of 5 messages a day. Data services has become an essential service for every day life.

May 2005 we launched satellite digital media broadcasts (DMB). As of August 2005 we already had 145,000 subscribers. In December 2005, a terrestrial DMB will be launched and will be free.

Cyworld is a combination of mobile blogging and web blogging. The upload traffic is 10 times the download traffic. In August, 2005 15 million subscribers including 1 million mobile users.


Three Generations of consumers:
Analog (30+); Digital (20s-30s); Post Digital (13-24). This last category is the one that is driving high speed mobile data services. They are living simultaneously in the cyber world and the real world.


WiBro rollout next year:
The South Korean government has mandated that WiBro will have a minimum download of 512 Kbps and a minimum upload 128 Kbps. We have demonstrated a 4 Mbps download and 2 Mbps upload. Just yesterday we announced a PDA with WiBro capability.

posted by Ted Shelton at 12:34 PM

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