모바일 왕국을 꿈꾸며!!! mobizen@mobizen.pe.kr

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국내에 3G가 처음 선보이던 당시 야심차게 출발했던 HSDPA 기반의 초고속 무선 인터넷 서비스는 요즘은 소식조차 들을 수가 없다. 과연 어느 정도의 성장율을 보이는지 가볍게 알아보도록 하자. 먼저 간단하게 2개의 서비스를 정리해 보았다.

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사실 브랜드명으로 보면 2개의 서비스가 동일하지 않다. 아이플러그가 HSDPA전용이라면, T로그인은 HSDPA, EVDO, Wibro 등 모든 초고속 무선 인터넷 방식을 모두 포함하고 있기 때문이다. 이번 포스팅은 HSDPA 기반 위주로 이야기를 함으로 위의 표에서 Wibro는 언급하지 않았으니 착오가 없기를 바란다.

HSDPA만을 바라보면 여러가지 성능면에서 KTF가 우월하다. 3G 망만을 사용하기 때문에 다운로드 속도가 상대적으로 높고, 업그레이드가 가능한 모뎀 칩셋을 사용하였다. 전국망 서비스도 SKT보다 3개월 먼저 시작하였고, 가격은 거의 비슷하다. 하지만, 주위에 간간히 볼 수 있는 T로그인에 비해 아이플러그를 쓰는 사람은 좀처럼 볼수가 없었다. 실제 가입자 추이를 알아보도록 하자.

 
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예상대로 T로그인이 아이플러그의 약 2-3배 이상의 가입자를 유치하고 있다. 아이플러그는 그만그만한 수준을 벗어나지 못하고 오히려 하락세를 보이고 있고, T로그인 역시 8월까지 상승했다가 최근들어 다시 하락추세이다. 아무래도 이쪽은 시장이 없다고 보는게 맞을 듯 하다.

사용자 삽입 이미지
애초부터 세인들의 관심에서 벗어나 있던 HSDPA기반 서비스이다. 넷북이나 MID가 각광받는 요즘 시대에 오히려 내장형으로 승부해 볼만 하건만, Wibro에 시장을 모두 뺏긴 상태이다. 상대적으로 와이브로의 성적이 좋은 편인데, 와이브로 역시 이러한 하락세를 보이지 않기 위해서는 다양한 디바이스에 내장을 하고, 커버리지를 올려야 한다.

다행히 애플과 협력을 통해 Mac용 디바이스나 아이팟 터치용 와이브로를 개발하는 등 최근의 움직임과 현재의 프로모션 정액 요금을 계속하는 등은 시장에 좋은 평가를 받고 있다. 저렴하고 다양한 서비스들이 나와 국내 모바일 왕국을 하루빨리 실현하기를 바랄 뿐이다.
2008/12/05 08:34 2008/12/05 08:34
임준섭

역시 좋은 자료 잘 일고 갑니다. :)

KTF 아이플러그가 T로그인에 비해 심하게 저조한 이유는 무엇일까요?
HSDPA 속도도 빠르고 가격도 더 저렴한것 같은데,,.

mobizen

사용상의 문제는 아닌 것 같습니다. 조금된 자료긴 하지만 두 제품의 평가를 보면 소비자 만족도에서는 큰 차이가 없죠. 결국 마케팅과 볼륨의 문제인 것 같아요. '와이브로'라는 경쟁제품을 모기업에서 하고 있으니 만큼 마케팅에 소극적일 수 밖에 없을 것 같습니다.

Dotty

매번 재미나고 깊이있는 글 잘보고 갑니다.

mobizen

조금이라도 도움이 되셨으면 합니다. 리플 감사합니다. ^^

브라질개구리

음...매번 필요한 자료, 정보를 제공해 주시네요..
가끔 포스팅한 글을 슬쩍한적도 있는데..^^

지금의 HSDPA 방식은 앞으로 어떻게 변할까요?
4G시대가 곧 열릴텐데....

mobizen

본문에도 언급했지만 HSDPA 방식은 시장성이 없는 것 같습니다. 어쩌면 3G 시장 자체의 존재의미가 점점 퇴색해가고 있죠. 4G로 가기 위한 중간과정이라고 보는 시각이 많아지고 있는듯 합니다.

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ME에서 이번에 모바일 컨텐츠 산업에서 중요한 인물 50명을 발표하였다. 발표된 인물은 아래와 같다.(알파벳순)

Ray Anderson
CEO, Bango

Bango is still innovating in and around the off-portal space, driving small companies into m-commerce with Bango Start and providing mobile advertisers with valuable metrics via Bango Analytics.

Marco Argenti
Just appointed VP of Media at Nokia (previously MD, Dada.net)

Dada was building mobile communities before most others thought about it. It’s now merging social media with music, and has an interesting partnership with Sony BMG. Argenti is also the MEF's global vice-chair.

Greg Ballard
CEO, Glu Mobile

Glu is one of the big three games companies still standing. Ballard and team have had a tough time on the public markets, but Glu commands enough deck space to be a force in the business.

Jim Beddows
Head of content and application partnerships, Microsoft

Microsoft is slowly gathering OS market share – at least in the US. Beddows has a formidable track record with Disney, Bandai Networks and 20th Century Fox. He currently serves as MEF Americas chair too.

Salil Bharava
CEO, Jump Games

With the backing of the giant Reliance corporation, India’s Jump Games was able to pull off a massive deal with Man Utd, and is now opening offices across the world. It’s also on the acquisitions trail – and there are bargains to be had.

Martin Blomkvist
Head of content acquisition and management, Sony Ericsson

Not a great year for Sony Ericsson as a whole, but big things are happening at the content unit. The PlayNow music store has started selling DRM-free tracks and is working with Omnifone on flat-rate music subscription. Blomkvist should be busy through 2009.

Mark Bookman
CEO, MCN

After good results in Japan with the major operators, MCN is now taking its ‘federated search’ concept into global markets. The novel approach, which aggregates results from various search engines, is now being expanded across Asia Pac, Scandinavia, the US and Turkey. MCN also offers an ‘Allwords’ ad bidding system.

Russell Buckley
VP of alliances, AdMob

The public face of AdMob, which serves four billion ads a month across indie WAP sites. He’s moving to a global ambassadorial role soon, which ties in nicely with his work as chair of MMA Global.

Andrew Bud
Executive chairman, Mblox

Bud saw the potential of premium SMS as a billing medium before most – and is now pioneering WAP billing and driving into the US. Recently elected chair of the MEF.

Rio Caraeff,
EVP, UMG eLabs

Universal is the world’s biggest music company, and was first to commit to Nokia’s game changing Comes With Music idea. Caraeff has been at the top of the mobile team since the beginning.

Stanislas Chesnais
CEO, Netsize

Netsize remains a major influence in mobile payments and marketing services – especially in mainland Europe. It is now directly connected to 80 operators in the continent. Its Netsize Guide is an industry bible.

Ron Czerny
CEO, PlayPhone

Czerny has built PlayPhone into a major force in US D2C, and is now one of the most powerful players in the B2B space, thanks to deals with Wal-mart and many others. Now expanding into Europe with Pitch.

Tom Daly
Group manager, strategy and planning, The Coca-Cola Company

One of the brands most committed to supporting mobile through banners, marketing and even advergames. Daly was recently made vice-chair of the MMA.

Javier Pérez Dolset
CEO, Zed

Zed has always done things differently – developing products almost entirely in-house, and moving into community services ahead of most others. It should turn over around $850 million this calendar year, and has a huge credit line with which to keep expanding.

Jay Emmet
General manager, OpenMarket

Amdocs claims to reach 98 per cent of US mobile subscribers, and runs the OpenMarket mobile commerce platform. Emmet joined in August from mBlox.

Venetia Espinoza
Group manager, mobile applications and partner programs, T-Mobile USA

T-Mobile may be the smallest of the major US operators, but Espinoza’s plan to move its portal towards an ‘open’ App Store model could have huge ramifications.

Andrew Gilbert
President, Qualcomm Internet Services

Gilbert moved from a European role to become the figurehead for Qualcomm’s internet services unit and propel the company’s ongoing drive into widgets, mobile TV and content distribution.
 
Gerard Grech
Director of strategy/biz dev, content division, France Telecom

Grech is responsible for a huge range of products and services – especially with France Telecom committed to a triple play strategy. He also chairs MEF EMEA.

Michel Guillemot
CEO, Gameloft

Gameloft has emerged from the consolidation in the games sector to share the top spot with EA. It’s achieved this via a vast distribution and developer resource.

Tim Harrison
Director of marketing, EA Mobile

Fabuously well-connected in mobile gaming, which is hardly surprising since Harrison went from the juggernaut that is Vodafone to the EA behemoth.

Thomas Hesse
President of global digital business, Sony BMG

Another towering figure in digital music, Hesse has presided over intriguing moves such as the JV with Italy’s D2C specialist Dada and the decision to join Nokia’s Comes With Music project.

Barry Houlihan
MD, Mobile Interactive Group

MIG keeps on growing, and is now a serious player in content, participation TV, mobile advertising and even ‘experiential’. Especially well connected with broadcasters, for whom it has all kinds of ideas in development.

Steve Jobs
CEO, Apple

Jobs claims Apple is the world’s third biggest vendor, with 13 million iPhone sales to date. What’s incontestable is the effect the device has had on UI and content retailing.

Sean Kane
Global head of mobile, Bebo

Third behind Facebook and MySpace, but with 45 million youthful users, Bebo is still a big player. It already has numerous carrier deals.

Jay Kim
EVP of APAC, WiderThan

WiderThan created the ringback tone and the successful music rental service Mel-on. Kim has overall control of WiderThan’s music strategy, and has served as a board member of MEF Asia.

Pieter Knook
Director of internet services, Vodafone

Knook was a big money transfer from Microsoft, hired by Voda to design a new services strategy. It’s been a bit quiet since then, but ME understands that Knook is masterminding an audacious new direction for the giant operator.

Marcus Ladwig
COO, Peperonity

Germany’s Peperoni has been beavering away at mobile social networking for years. Its Peperonity network has approximately ten million unique users and half a billion page impressions per month.

KF Lai
CEO, BuzzCity

BuzzCity’s myGamma social network service reaches 2.7 million users in 70 countries. Lai has used this as a base upon which to build an off deck ad network, and served 1.7 billion paid impressions in July 2008 alone.

Mitch Lazar
MD of connected life, Yahoo! Europe

Yahoo! has stolen quite a bit of business from the pureplay mobile search companies with its Go and OneSearch suite of services.It has also become a force in advertising. Lazar is a Yahoo! veteran with a big new job.

Rob Lewis
CEO, Omnifone

Had the vision to see the potential of subscription music for mobile through a rich media app. More importantly, he had the drive to make it happen. Now MusicStation is established with Vodafone and is going to LG and Sony Ericsson too.

Emma Lloyd

Head of mobile, Sky

Sky has a formidable presence on operator decks, and has put marketing oomph behind products like 24-7 Football. Lloyd can expect a more rewarding time at Sky than she had at the doomed BT Movio.

Brandon Lucas
Senior director of mobile business development, MySpace

The sheer brand power of MySpace has made it the world’s most popular mobile destination after Google. Lucas’s decisions could have a dramatic effect on the whole biz.

Jay McClary
Director, mobile search and advertising, AOL

The US has, probably unsurprisingly, taken to mobile advertising. McClary has quite a role to play, as AOL owns Third Screen Media (possibly biggest mobile banner ad agency in the US).

Rich Miner
Group manager, mobile platforms, Google
 
Originally part of the Danger handset team, which pitched the idea of mobile to Google over two years ago. Now leading the unit behind the G1 Android phone, which has just launched with T-Mobile.

Alistair Mitchell
VP, multimedia integration, RIM

The handsets are getting sexier and there’s a new app store coming in March. Mitchell will use his experience as founder of digital music firm Puretracks to define a media direction for Blackberry.

Mauro Montonaro
CEO, Fox Mobile

After a messy two years since Jamba was bought by News Corp, all eyes are on Montonaro after he was appointed to lead the newly merged Jamba/Fox entity last month.

Tero Ojanperä
EVP, entertainment and communities, Nokia

Ojanperä is the public face of Nokia in the entertainment and social media spaces. He’s made a lot of presentations in the last 18 months, and in 2009 he’ll start to find out whether they were all worth it.

Tony Pearce
CEO, Player X

Under Pearce, the veteran games distributor has stealthily moved into video and also store management. It now runs games retailing for O2 with its 100% portal concept. Opened a testing lab in India too.

Mauro del Rio
Chairman, Buongiorno

Buongiorno’s excellent recent results vindicated its decision to buy iTouch, move into marketing by acquiring Flytxt and invest in ‘mobile 2.0’ services such as Blinko and Bing. The company also has thriving B2B content outsourcing operation with networks worldwide.

Neeraj Roy
CEO, Hungama

Roy has an incontestable claim to be India’s premier mobile content ambassador. Hungama’s impeccable Bollywood connections make it the country’s foremost CP. It also has a flourishing marketing unit. Roy has just been appointed the new chair of MEF Asia.

Gautam Sabharwal
Director, Tanla Mobile

Under Sabharwal, Tanla Mobile began as a billing provider little known outside of India. But it can now offer its customers an array of payment and content services in Europe and North America.

Ralph Simon
Chairman Emeritus, MEF Americas

Still roving the world and getting inordinately excited about interesting new content ideas. Simon received ME’s ‘outstanding achievement’ award in 2007 – and quite right too. He’s the industry’s man in Hollywood, Silicon Valley and even Capitol Hill.

Vince Staybl
CEO, Gofresh

Staybl has thrown down the gauntlet to the web-based social networks with his pureplay service itsmy.com. Constant service innovation has gathered four million users. The next phase is an internal ad market.

Jed Stremel
Director of mobile, Facebook

Incredible year for Facebook. In mobile, the firm claims about ten million active users every month, with numbers doubling every six months. Its apps are increasingly being embedded by operators and handset vendors.

Anssi Vanjoki
Executive VP and general manager of multimedia, Nokia

ME’s ‘outstanding contribution’ award winner in 2008 has masterminded Nokia’s move into content services with Ovi, Nokia Music Store, Nokia Maps and N-Gage. He was also behind the very successful Nseries device range, although he failed to convince the trade to call them ‘multimedia computers’. Got quite a year ahead.

Jon von Tetzchner
CEO, Opera Software

Tetzchner and his colleague Geir Ivarsøy conceived Opera when they worked for Telenor Research in 1995. The made-for-mobile browser Opera Mini now has 21 million enthusiastic users worldwide.

Are Traasdahl
CEO, Thumbplay

Norwegian Traasdahl ensured Thumbplay was first into the embryonic US D2C market when it launched in 2005. Thumbplay now has deals with all major labels and s well-established among the US’s top off-portal players.

Lee Williams
Executive director, Symbian Foundation

The second life of Symbian, as an open source organisation, will be led by Williams, who switched from a similar role at Nokia Series 60 in October.

Midori Yuasa
President, Capcom Mobile

Yuasa was appointed in 2005 to head up Capcom’s mobile and interactive division. But her workload escalated when she was tasked to lead a fresh drive into Europe earlier this year.

Yingbo Zhu
VP, China Mobile

Everyone wants to cosy up to China Mobile, with its continent-sized user base. It’s not easy, and the operator remains quite inscrutable. Zhu is its representative in overseas markets.

대부분이 북미나 유럽쪽 CEO인데, WiderThan(왜 와이더댄이라고 소개되었는지 모르겠다. '리얼네트웍스 아시아 퍼시픽'으로 해야 하는게 아닌가?)의 'Jay Kim'이란 분이 당당이 포함되어 있다. 통화연결음(컬러링)과 멜론에서의 업적이 좋은 평가를 받은 듯 하다. 개인적으로 아는 분은 아니지만 축하드린다. 인물들이 소속된 회사를 보면, 어떠한 회사들이 모바일 컨텐츠 시장을 주도하는지 알 수 있을 것이다.

2008/12/04 11:26 2008/12/04 11:26