2010年3月韩国移动互联网行业研究报告

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【出版时间及名称】：2010年3月韩国移动互联网行业研究报告
        【作者】：三星证券
        【文件格式】：PPT
        【页数】：108
        【目录或简介】：
 Mobile Internet: 2nd paradigm shift
-1st generation: Online services → 2nd generation: Wired broadband Internet → 3rd generation: Mobile Internet
- “Smart nomad” era: High-end devices and intelligent content, to effect groundbreaking changes in lifestyle patterns, society,
culture, and industrial structure
 Four megatrends
1) Open market: Telco-led closed market → Open-source arena for contents and Internet platforms
2) Competition among smart devices: Smartphones, e-books, tablet PCs, and mobile Internet devices to provide diverse range of
smart communication
3) Convergence business models: Creation of business models based on convergence of mobile ad, LBS, SNS, augmented reality and
other technologies
4) New competitive landscape: Competition for mobile Internet leadership to intensify as telco-dominated distribution structure is
attacked

 Short term: Telcos to benefit most from growth in mobile content market, as well as game and music content providers
 Medium to long term: Content industry to benefit as smart devices evolve and applications proliferate
 Telecom services: Market growth to lead to higher ARPU levels, but competition with other industries for hegemony to pose a threat
 Telco infrastructure: Increased content demand to spark growth in data traffic and more demand for backhaul and switch equipment
 Contents: Open market to trigger fierce competition among creators of game, music, e-commerce, and SNS content
 Hardware: Rechargeable battery, MLCC, touch panel, and smartphone component makers to benefit from growing demand for highend
smart devices
Contents
1. Mobile Internet overview ---------------------- p.5
2. Four megatrends ------------------------------- p.9
3. Outlook and value chain -------------------- p.23
4. Industry overview
4.1 Telecom services: Jay Park ---------------------------- p.31
4.2 Telecom infrastructure: Jongwan Kim --------------- p.36
4.3 Software: Jay Park, Chongkyu Juhn, Alex Kong - p.39
4.3 Hardware: Dohan Kim, Junghoon Chang --------- p.48
5. Stock picks:
Samsung Electronics (A005930) -------------- p.66
KT (A030200) -------------------------------------- p.70
Samsung Electro-Mechanics (A009150) ---- p.73
Daum Communications (A035720) ----------- p.76
KH Vatec (A060720) ----------------------------- p.79
Partron (A091700) -------------------------------- p.82
Digitech Systems (A091690) ------------------- p.85
Dasan Networks (A039560) --------------------- p.88
Ubiquoss (A078070) ------------------------------ p.91
Interflex (A051370) -------------------------------- p.94
Com2us (A078340) ------------------------------- p.97
Neowiz Bugs (A104200) ----------------------- p.100

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关键词：移动互联网行业 行业研究报告 互联网行业 移动互联网 移动互联 研究报告 行业 互联网 韩国

全英文，要价竟然上万，估计没人会下，LZ筒子太夸张了。。。