모바일시대의콘텐츠비즈니스 - vkorea.or.krª¨바일 시대의 콘텐츠...

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모바일시대의 콘텐츠 비즈니스 목차 Ⅰ. 개요 Ⅱ. 국내외 시장동향 Ⅲ. 모바일콘텐츠 산업구조 Ⅳ. 무선인터넷의 개방 Ⅴ. 모바일콘텐츠의 비즈니스 모델 Ⅵ. 향후 과제 2003. 12. 19. 내용문의: 고정민 수석연구원 ([email protected]) 02-3780-8093

Transcript of 모바일시대의콘텐츠비즈니스 - vkorea.or.krª¨바일 시대의 콘텐츠...

  • .

    .

    .

    .

    .

    .

    2003. 12. 19.

    :

    ([email protected])02-3780-8093

  • < >

    1.

    ( )

    - , ,

    , , , , ,

    - , , , ,

    ,

    - ,

    SMS(Short Messaging Services), MMS(Multi-media

    Messaging Services)

    - 2002 60%

  • -

    , ,

    -

    -

    2.

    2001 1,400 2002

    60% 2,240

    -

    , , ,

    -

  • :

    2001 2002

    46,744 33.4 88,467 39.5

    46,162 32.9 63,282 28.2

    20,583 14.7 31,993 14.3

    17,214 12.3 24,180 10.8

    5,649 4.0 10,451 4.7

    2,550 1.8 3,862 1.7

    1,261 0.9 1,866 0.8

    140,163 100.0 224,101 100.0

    : , 2002 , 2002

    30% 2006 1

    - PDA , , G3 ,

    - SK, KTF, LG 3

    200

    -

  • 3.

    1) (Value Chain)

    , , , 4

    Producer

    - Application Developer, Contents Provider, Developer

    (),

    Distributer

    - Service Provider, Portal , Publisher

    Network

    Operator

    - ,

    , Manufacturer

    - , ,

  • (CP)

    (CP)

    (Publishers)

    (Publishers)

    2)

    Producer( )

    (One Source- Multi Use)

    - ,

    ()

    - ,

  • ,

    - 2000 700 ,

    : ,

    2,240 34,026 6,000 3,400

    700 1,774 1,000 955

    / 3.2 19.2 6.0 3.6

    :

    ,

    - 14~15 2

    2~3 6~7

    - 300

    1

    Distributer()

    ,

  • -

    CP

    -

    CP

    Distributer

    -

    Operator()

    ,

    -

    - , ,

  • ,

    -

    -

    3)

    4

    4

    1 (Operator )

    -

    -

    2

    ( Distributer )

  • -

    3 CP (Producer )

    -

    - (OS) ,

    4

    (Manufacturer )

    -

    1

    1

    -

  • -

    -

    -

    - Manufacturer

    4)

    i-mode : +

    i-mode 1999 2 NTT

    - 2003 3 86% 3,800

    - , , , 66,000

    i-mode

    -

  • -

    -

    - iHTML ,

    -

    :

    , , , ,

    - 2000 1 '5857'

    2000 7 Teledit()

    - 2003 1 3000

    CP 170

    - 1998

    Teledit

    - 2000 7 Teledit 10 100

    2003 2,000

  • :

    1996

    - 60 30

    - 1999

    - 2002 10 KDDI '

    ' 1

    ,

    -

    ,

    - 2000 KTF, SKT, LGT ,

    2001 2002 ,

    , , , , 12

    -

    10

  • 4.

    ,

    CP

    CP

    CP

    CP

    CP

    CP

    CP

    CP

    CP

    (KT, )

    (, NHN)

    : , , 2002

    2003 9

    CP

    - /

    ,

  • (Operator)

    (

    +)

    (Manufacturer)

    (Distribution)

    ( )

    CP

    (Producer)

    CP

    , ,

    -

    - CP

    -

    SKT Nate ,

  • 5.

    - , Nate(SKT), &(KTF), (LGT)

    180~300, 10 20

    - ,

    - ,

    5425, , ,

    CP,

    - 10~30%

    , CP

    - CP

    100% CP , , ,

    CP

    - CP CP

    8%

    ,

  • CP(, ARS)

    (, )

    70~90%

    AGENT

    (8%)

    5:5 3:7

    : , 2003

    (Nate Air )

    Nate Air 2 7 , Nate Air

    Center 10

    - , , ,

    ,

    , ,

    - ,

    70% CP

  • , , WAP

    - ( ) :

    (PC )

    1,500~2,000

    - : 3 ( )

    1 50, 1 100 /

    - WAP :

    ( )

    3 CP

    80~90%

    : %

    CP

    SKT 85.5 10 4.5()

    WAP 90 10 -

    KTF

    BREW 90 10 -

    MAP 70 30 -

    WAP 90 10 -

    LGT 81 10 9()

    WAP 81 10 9()

    : WAP(Wireless Application Protocol), BREW(Binary Runtime Environment for

    Wireless), MAP(Mobile Application S/W Plugin)

  • 6.

    - , , ,

    -

    - ,

    -

    - , ,

    ,

  • , ,

    -

    -

    - , , , , , ,

    , , ,

    -

    , , , ,

  • - , ,

    -

    - , CP

    - , ,

    , , ,

    -

    CP

    -

    ,

  • - /

    (

    )

    -

    CP

    - CP

    -

  • - 4 13,000, 30

    1,500

    -

    -

    - (Lock

    -in)

  • .

    ( )

    - , ,

    - , PDA(Personal Digital Assistant),

    (+PDA)

    , , , , ,

    -

    - , ,

    , , ,

    - , , , ,

    ,

  • SMS, MMS, , e-mail, ,

    , ,

    /, VOD, ,

    / , , ,

    , , , ,

    , /,

    , ,

    , ,

    : , , 2002

    ,

    SMS(Short Messaging Services), MMS(Multi-media

    Messaging Services)

    - SMS , ,

    - MMS SMS , , , ,

    ()

    MMS ,

    MMS cdma 2000 1x

    3G

    - ,

    ,

  • - 2002 60%

    -

    , ,

    -

    -

    -

    -

  • - 1 2(2G),

    2.5 IMT2000 3(3G)

    - SMS 2, 2.5

    2.5 cdma 2000

    EVDO(Evolution Data Only), GPRS(General

    Packet Radio Service)

    IMT-2000

    5M

    2004.

    14.4k

    9.6k

    64k

    56k

    144k

    384k

    2M

    (144kbps)

    VOD

    1995 1996 1997 1998 1999 2000 2001 2002 2003

    SMS

    (144kbps)

    VOD

    GSM

    IS-95

    IS-95BHSCSD

    GPRS

    EDGE

    W-CDMA

    W-CDMAHSPDA

    cdma2000

    cdma2000 1xEVDO

    cdma2000 1xEVDV

    PCS

    Cellular

    5M

    2004.

    14.4k

    9.6k

    64k

    56k

    144k

    384k

    2M

    (144kbps)

    VOD

    1995 1996 1997 1998 1999 2000 2001 2002 2003

    SMS

    (144kbps)

    VOD

    GSM

    IS-95

    IS-95BHSCSD

    GPRS

    EDGE

    W-CDMA

    W-CDMAHSPDA

    cdma2000

    cdma2000 1xEVDO

    cdma2000 1xEVDV

    PCS

    Cellular

    : , , 2002

  • - (OS : Operating

    System)

    ,

    - JCP(Java Community Process), OMA(

    Open Mobile Alliance), BREW(Binary Runtime Environment

    for Wireless)

    3 ()

    - , 1999

    WAP(Wireless Application Protocol),

    ME(Mobile Explorer), i-mode

    GVM WAP C SKT 2000.10

    SK-VM WAP XCE SKT 2001.7

    KVM WAP LGT Ez 2000.9

    MAP ME C++ KTF 2001.3

    BREW ME, WAP C++ KTF 2001.9

    WIPI ME, WAP,

    C,C++- 3 - 2002.12

    : , , 2002

    - , 2000

    ~2001 GVM(Game Virtual Machine),

    KVM(Kilobyte Java Virtual Machine), BREW

  • -

    WIPI(Wireless Internet Platform for Interoperability)

    .

    1.

    ,

    ,

    - ,

    2003 6 69% 3,325

    ()

    - , ,

    TV DM e-TV

    : >>>

    : , , 2001

  • 2003 6

    86% 2,874

    - () 2003 1~6 3,952 2002

    3,582 ()

    2003 SMS 2,549

    - 2003 6.1% 2002

    2.9%

    - NTT i-mode

    22% (i-mode)

    -

    , cdma 2000-1x , EVDO

    - SKT 3 1 2

    (SKT)

    :

    2002.6 9 12 2003.3 6

    55,504 66,463 95,706 93,524 101,020

    : SKT

    ARPU(Average Revenue Per User)

  • - ARPU

    ARPU 3

    SKT ARPU : 20026 3,389 20036 5,657

    LGT ARPU : 20021 2,156 20036 2,459

    - ()

    ARPU (SKT)

    :

    27000

    28000

    29000

    30000

    31000

    32000

    33000

    2003 7 8 9 10 11 12 2003 2 3 4 5 63000

    3500

    4000

    4500

    5000

    5500

    6000

    6500

    +ARPU

    ARPU

    + ARPU ARPU

    2002

    : SKT

    2001 1,400 2002

    60% 2,240(, 2002)

    -

    , , ,

  • - B2C B2B 77 23

    - 2 2,700 10%

    :

    2001 2002

    46,744 33.4 88,467 39.5

    46,162 32.9 63,282 28.2

    20,583 14.7 31,993 14.3

    17,214 12.3 24,180 10.8

    5,649 4.0 10,451 4.7

    2,550 1.8 3,862 1.7

    1,261 0.9 1,866 0.8

    140,163 100.0 224,101 100.0

    : , 2002 , 2002

    - 2002 89%

    -

    61 39

  • - , , , ,

    39%

    28%

    14%

    11%5%2%1%

    2001 2002

    : , 2002 , 2002

    30% 2006 1

    - PDA , , G3 ,

    - DMB(Digita Multimedia Broadcasting)

  • DMB

    -

    (DAB)

    , ,

    150 ,

    ,

    - ,

    DMB DMB

    DMB

    - DMB

    EVDO (SK , KTF )

    ,

    EVDO

    - SK, KTF, LG 3

    200

    - 9,00014,000 TTL, , ,

    -

    '

    (Segment Marketing)'

  • -

    2.

    2001 9,500 2007 17 2,000

    (, 2003)

    - , ,

    - 2G

    2.5G, 3G

    - 2003 4 2 2,600

    3G

    - , 10~20% ,

    3G

  • 3G

    0

    10

    20

    30

    40

    50

    60

    70

    80

    90

    0 20 40 60 80 100

    3G

    : MGAIN, Mobile Entertainment Industry and Culture, 2003

    2000 6,500, 2001 1 3,800

    - IMT2000 2004

    7 5,200

    - 2001 21% 2004 61%

    (, 2002)

    SMS

    - SMS 1999 30 2004 2,440

  • - e-Commerce,

    - AOL , ,

    , ,

    - MSN

    2002 15% 2005

    23% (S/W, ,2002)

    - 2002 SMS 2005

    MMS

    - ARPU 2002 24.9 2005 22.3

    ARPU 4.3 6.8

    2002 SMS P2P(Person to

    Person) 117 75.5%, SMS Ap2P(Application to

    Person) 26 16.8%, 9 5.8%

    - 2005 SMS P2P(Person to Person) 84

    30% SMS Ap2P 54

    19.3%

  • 48 17.1%, MMS 46 16.4%

    (2002)

    : 10

    SMS P2P 11.7

    SMS Ap2P 2.6

    0.9

    0.3 MMS

    0.1

    : , , 2003

    2000 3 2001 5.9

    (, , 2002)

    - 93.6%

    16~19 100%

    -

    41.9%

    - NTT, KDDI, J-Phone

    ARPU

    ARPU

  • - 10%

    10%

    -

    SMS

    - SMS, E-mail

    MMS

    -

    .

    1.

    (Key Player)

    (CP : Contents Provider)

    - ,

    - , , ,

    (Application Developer)

    (Flow, Software, Graphics)

  • -

    - ,

    ASP(Application Software Provider)

    (Publishers) CP

    - ,

    -

    - , , ,

    - i-mode, SKT Nate MSN, ,

    NHN

    (Mobile Network Operator)

    -

  • - SK, LG, KTF, NTT

    , PDA

    - , LG, ,

    (Value Chain)

    ,

    - , , , 4

    ,

    - Producer

    Application Developer, Contents Provider, Developer

    (),

    - Distributer

    Service Provider, Portal , Publisher

    - Major Player

    Network Operator

    ,

  • - Major Player

    Manufacturer

    , ,

    (CP)

    (CP)

    (Publishers)

    (Publishers)

    - Network Operator Service Provider , Producer

    Distributer, Manufacturer Portal

  • Producer Distributer Operator Manufacturer

    Provider

    Distributer

    NHN Distributer

    SKT Operator

    KTF Operator

    LGT Operator

    Manufacturer

    : >>

    2.

    3

    CP(Producer), (Distributer), (Operator) 3

    3

    /

    - /, CP

    , CP

  • -

    CP

    - CP

    CP CP

    - CP

    TV

    SO(System Operator)

    CP

    ,

    -

    ,

    -

    URL

    -

  • - CP

    ,

    -

    -

    , CP

    - KTF CP , CP

    SK CP

    - CP CP

    - PDA

    PDA

    - NTT i-mode 1997~1999 2

  • CP

    , , ,

    -

    ,

    -

    ,

    -

    - , ,

    -

  • -

    3.

    Producer( )

    (One Source- Multi Use)

    - ,

    ()

    SKT KTF

    ,

    - ,

    700

    10%

    ,

  • - ,

    2000 700

    : ,

    2,240 34,026 6,000 3,400

    700 1,774 1,000 955

    / 3.2 19.2 6.0 3.6

    :

    ,

    -

    0

    0.1

    0.2

    0.3

    0.4

    0.5

    0.6

    0.7

    0.8

    0.9

    1

    0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 ()

    : 2, , 2003

  • -

    -

    14~15 2

    2~3 6~7

    300 1

    - ,

    ,

    Distributer()

    ,

    -

    -

  • -

    CP

    -

    CP

    -

    Operator()

    ,

    -

  • - , ,

    -

    ,

    -

    (Locking Effect)

    -

    4.

    4

    1 : Operator

    (Booz/Allen/Hamilton)

  • -

    -

    -

    - WLAN(Wireless Local Area Network) : ,

    WLAN

    KT (Hot spot : )

    2002 8,000 2003 16,000

    AT&T Wireless, Intel, IBM 2

    - : ,

    NTT , SKT

    ,

    - ,

  • 2 : Distributer()

    -

    -

    ,

    -

    - ,

    - i-mode

    3 : Producer

    CP

    -

  • (Booz/Allen/Hamilton)

    - :

    Codetoys

    - TV

    ,

    -

    (OS) ,

    -

    ,

    - : PC

  • - :

    OS

    - ,

    4 : Manufacturer

    (Booz/Allen/Hamilton)

    -

    -

    WLAN, , Local Area P2P

    - ( : , )

    -

  • - : N-Gage

    , PDA

    MITs , All in One

    - : 75%

    - : , ,

    ,

    -

    1

    1

    -

    -

    -

  • -

    - Manufacturer ,

    5.

    i-mode : +

    < >

    i-mode 1999 2 NTT

    - 2003 3 86% 3,800

    - NTT 3G FOMA 2003 3 33

    i-mode

    :

    2000.3 2001.3 2002.3 2003.3 2004.3

    29,356 36,026 40,783 43,861 45,760

    FOMA - - 89 330 1,460

    i-mode 5,603 21,695 32,156 37,758 40,000

    : www.nttdocomo.com

  • i-mode

    1999.2 2000 2001 2002 2003

    i-mode100

    500

    2000

    2300

    2600

    3000

    3600

    i-appli

    FOMA

    28.8Kbps

    i-mode , , , 66,000

    - , , ,

    i-mode ARPU ARPU

    i-mode ARPU

    :

    2000.3 2001.3 2002.3 2003.3 2004.3

    ARPU 8,740 8,650 8,480 8,120 7,810

    ARPU 8,620 7,770 6,940 6,370 5,980

    i-mode ARPU 120 880 1,540 1,750 1,830

    : www.nttdocomo.com

  • < >

    - ,

    ,

    -

    ,

    - 300

    150, i-mode 150

    -

    1 128 0.3, i-mode 20 0.3

    7, 26, 60

    - 100 300

  • i-mode

    :

    300

    0.2~0.3

    100~300

    : www.nttdocomo.com

    -

    - i-Menu 3,500

    : CNN, People's Daily,

    : , ,

    :

    :

    -

    :

    :

    :

    - iHTML, iHTML

    HTML i-mode

  • i-mode

    - NTT

    - NTT , ,

    - PC

    -

    :

    2000 1 '5857'

    2000 7 Teledit()

    - , , , ,

    - 2003 1 3000

    CP 170

    , ,

    ( )

  • - : ' 5857'(, ), ''(

    )

    - : , 800ARS, , ,

    - : TV(SKT Nate air )

    :

    - 1998

    Teledit

  • - 2000 7 Teledit 10 100

    2003 2,000

    2002 IR52

    :

    1996

    - 60

    30

    - PC

    - 1999

    - ''

    ''

    - '', '' 2002

    8 '2' 20

    - '' '

    2', '', ' '

  • - 2002 10 KDDI '

    ' 1

    ,

    - ,

    - 2000 KTF, SKT, LGT ,

    2001 2002 ,

    , , , , 12

    -

    2003 4~5 10

    -

    - 100 30%

    - IMT2000

  • - ,

    .

    ,

    CP

    CP

    CP

    CP

    CP

    CP

    CP

    CP

    CP

    (KT, )

    (, NHN)

    : , , 2002

    - /

  • - ,

    - , ARPU,

    - ISP(Internet Service Provider)

    ,

    -

    - 2003 9

    -

  • (Operator)

    (

    +)

    (Manufacturer)

    (Distribution)

    ( )

    CP

    (Producer)

    CP

    (Web to

    Phone)

    (Web to Phone)

    -

    - ,

  • - NHN,

    -

    , , VOD,, ,

    , , , , , ,

    KTF , PDA

    , , /

    , , , , , , , ,

    , , ,

    , , PDA

    , , , , ,

    ,

    (, , , )

    , , , , , , ,

    MSN , , , ,

    , ,

    , ,

    CP

    -

    CP

    - CP

    CP

  • - CP CP

    -

    -

    < >

    2003 9

    - '' , , , , SMS

    ' 2' 50

    - ,

    , , , , SMS

    2003 ,

  • - NHN 2002 40

    ,

    - CP

    < CP >

    , ,

    CP

    -

    -

    CP

    -

    - CP

  • < >

    SKT Nate ,

    -

    -

    , , MPEG /

    -

    (VOD : Video on Demand),

    (MOD : Music on Demand)

    KTF ''

    -

    LGT ,

    - (ez-i)

  • - , ,

    .

    - 2002 SKT, KTF, LGT 3

    250% 1,090 , 2003 150%

    2,660

    2003

    3

    :

    2001 2002 2003

    SKT 130 270 400

    - 400 900

    KTF 110 200 300

    - 60 600

    LGT 55 90 160

    - 70 300

    295 560 860

    - 530 1,800

    64 ,

    ,

  • - 64

    - 300~500

    - 10~20

    (,2003)

    - , Nate(SKT), &(KTF), (LGT)

    180~300, 10 20

    - ,

    - ,

    5425, , ,

    CP,

    - 10~30%

    , CP

    - CP

    100% CP , , ,

    CP

  • CP CP

    - 8%

    ,

    -

    5:5

    CP(, ARS)

    (, )

    70~90%

    AGENT

    (8%)

    5:5 3:7

    : , 2002 Korea Mobile Contents Grand

    Conference, 2002.11.06

    3 50 CP

    - , , ,

  • (Nate Air )

    , , ,

    ,

    - CA(Contents Aggregator :

    )

    CA

    - CA Nate

    Air

    Nate Air 2 7 , Nate Air

    Center 10

    -

    : APPLE TV( 1200)

    : nkino (700)

    M.age (700)

    , ,

    - ,

    70% CP

    -

  • - - -

    SKNATE air

    CP CA

    1999 5 ''

    - ,

    500~650

    SK 2003 8 650

    15

    - 3

    - 2002 180% 1,004,

    2004 PC 2

    5

    : CP

  • : CP

    : CP

    SKT

    ( 2~3 ) :

    , ,

    :

    CP

    , CP , CP

    CP

    , , WAP

    ( )

    - ( ) :

    (PC )

    1,500~2,000

  • - : 3 ,

    (

    )

    1 50, 1 100 /

    - WAP :

    ( )

    3 CP

    80~90%

    : %

    CP

    SKT 85.5 10 4.5()

    WAP 90 10 -

    KTF

    BREW 90 10 -

    MAP 70 30 -

    WAP 90 10 -

    LGT 81 10 9()

    WAP 81 10 9()

  • .

    - , , ,

    -

    - , , ,

    -

    ,

    -

    -

  • -

    ,

    - ,

    -

    MDB, 3 ,

    ,

    -

    , , OS

    - PDC

    , ,

  • -

    -

    -

    -

    - , , , , , ,

    , , ,

    -

  • , , , ,

    -

    - , ,

    -

    - , CP

    -

    - , ,

  • -

    NTT

    , , ,

    -

    CP

    -

    -

    ,

    - CP ,

    - 2002

    CP

  • -

    2003.5

    ()

    , ,

    2003.5

    2003.6

    2003.6

    , ,

    2003.2

    ,

    ,

    - 2003.5 NEC

    , ,

    2002.11

    ()

    2002.7

    ()

    2003.1

    : , , 2003.09

    -

    - /

    - (

    )

  • -

    -

    CP

    - CP

    - CP

    -

    - ,

  • -

    , ,

    -

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    , M- , m-Biz & e-Biz Expo &

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    Booz/Allen/Hamilton, Future Mobile Entertainment Scenarios, 2003

    Durlacher, Mobile Commerce, 2002.

    MGAIN, Mobile Entertainment Industry and Culture, 2003.

    2, , 2003.

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