humanity need
maslow hierarchy of needsfree wifi is the basic needs for all people today
shared economy to augmented intelligence era..creating time while earn trust
thomas malthus, the power of population....
how can we sustain 7.3 billion population without resource deletion
1.0 enabing physical flows over different networks
2.0 replcing physical with digital
value 3.0 create efficiency by reducing waste by controlling physical using digital
future network
edge cloud instead of core cloud
new business model of 5G
success comes from tech, time and biz model
biz model
unidimention direct monetization, customer, consumption
multiple dimention
value creation
indirect customer, from money value to time to experience, expanded value chain instead of displacement
value capturing
pricing, partnership, platform,
5G network
capacity, connectivity, latency, reliability
system control, vr.ar, video, people n things
ultra narrow band, ultra broad band, current 2~4G
market seg
own asset n tangible asset ROE ~7% Traditional industry
not n tang 4x like virgin
own n intang 4x like google
not n intang 16x uber, airbnb
5G operators
connectivity
cloud network for application
digital content with value that customer will pay
control, automonous, unique value, give more time and demonstrable trust
5G 案例
case1
FWA fixed wireless access、替代固網建設
case 2
在球場後排或側面、提供VR眼鏡供觀眾增加体驗、360度欣賞
球場多收費、VR出租收錢
Q:為何不提供在家的VR?
A',現場用5G無延遲
case3
用drone去查修各地的網路問題
90%減少查錯時間、也省下opex
case4
工業場區不用WiFi而用5G去做机器和作業員的查修管理、人力被机器人取代8x、机器效率提高25%、事故減少65"。貨品出貨時間減少80%
Q'.誰來建立5G的網路?仍是電信業者?
Q、intangilable asset is the future value.
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