오른손의 좋은 세상만들기

Amazon Kindle을 오래동안 사용하고 있는 킨들빠입니다. 아마존이 새로운 킨들을 출시하려고 지난 한달동안 기존 킨들을 엄청나게 할인해서 팔았습니다. 기존 킨들을 trade-in(반납)하면 중고 가격도 후하게 쳐주고, 새 킨들살때 $20도 지원해줘서 Kindle Paperwhite를 아주 저렴하게 upgrade할수 있었습니다. 크기빼놓고는 모든 면에서 아주 만족하고 있습니다. 그냥 책은 보기 참 좋은데, PDF를 넣으면 여전히 너무 작아서 볼수가 없어요. 확대하고 스크롤하기에 좋은 기기는 아니고요. 완전 강추.

아마존 새로운 킨들이 나왔지만 크게 감동은 없습니다. 세상에 많은 리더들이 있겠지만 킨들 오아시스부터 마케팅 포인트가 빗나가고 있는것 같습니다. 좀더 고급적인 것, 가벼운 것, 배터리 오래가는 것을 원하는 수요도 있겠지만, 좀더 큰 화면을 원하는 사람이 정말 많이 있는데...

http://www.engadget.com/2016/04/13/amazon-kindle-oasis/

8인치나 9인치 킨들하나 내주면 그 수요를 다 땡겨줄텐데... 정말 아쉬운 애들이에요.

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오늘 파리 테러 뉴스를 보고 늘 접속하는 몇가지 사이트에 들어가보니...

구글이야 항상 그날그날 theme을 바꾸곤 했으니 놀랍지도 않습니다만,

아마존에 들어갔더니 저렇게 귀중한 자리를 파리 테러 희생자들을 위해 할당했습니다. 아마존은 한국의 포탈과 비슷한 면이 있지요. 이 회사의 첫화면이 차지하는 위치가 있는데도 저럴수 있다니... 부자들의 여유인가요? 같이 공감할수 있다는 것 나눌수 있다는 것 그게 사람이지요.

한국의 포털사이트에 들어가보니... 이 세끼들은 뉴스 몇줄 노출되는것 말고는 아무것도 느낄수가 없습니다. 역사의식도 없고 지구촌인으로서 최소한의 예의도 없습니다. 우리는 소국이라서 맘도 쪼만할까요? 그럴까요? 우리나라가 IT강국인 증거를 갈수록 찾을수가 없습니다.

(최소한 세월호 사건 때는 변했었겠죠?)

한국의 포털들은 빨리 없어져야할 구시대의 유물이구나, 아무리 뭐라고 해도 변할수가 없는 박근혜같구나 생각들었습니다.

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페이스북 아마존은 예상보더 더 좋은 성적을 발표해서 주가도 많이 떴습니다. 주요 IT기업들 요약한 자료가 있어서 옮겨옴.

Facebook/Amazon had great quarter.

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Amazon

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Apple

Largest absolute revenue growth ever – fiscal 2015 revenue of $234B, an increase of 28% and $5B over 2014.

Made significant inroads into emerging markets - generated over $79B in revenue and growing 63% despite foreign exchange rate headwinds.

Over 300M devices sold over the past year: 231 million iPhones, 55 million iPads and 21 million Macs. Setting new unit records and increasing global market share for both iPhone and Mac.

Ended the year with a record breaking September quarter including sales of 48M iPhones (up 22% year-over-year), strong momentum for iPhone 6 and iPhone 6 Plus across the quarter and a new launch record for iPhone 6s and iPhone 6s Plus near the end of the quarter.

iPhone ASP was $670, an increase of $67 year-over-year, due to more favorable mix and in spite of unfavorable foreign exchange impacts.

In other areas: launched Apple Watch; started taking orders for new Apple TV; exceeded 100B cumulative downloads from the App Store; added Apple Pay in the United States and the United Kingdom; Apple Music now in over a 100 countries; more than 1,600 health kit solutions now available; 50 car models now support CarPlay; 40M users of Apple News; completed 15 acquisitions; 

China: revenue in Greater China nearly doubled year-over-year (up 99%); iPhone sales up 120% in mainland China; 1 million developer program members in China; goal is to increase number of Apple stores in China from 25 to 40 by middle of next year; Apple Music and iTunes, movies and iBooks available in China in the coming quarter.

Apple provided the following guidance for its fiscal 2016 first quarter:

• revenue between $75.5 billion and $77.5 billion

• gross margin between 39 percent and 40 percent

• operating expenses between $6.3 billion and $6.4 billion

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Facebook

Mobile is continuing to drive growth:  1.55B monthly users across all access points - 1.39B use it on mobile devices, with more than 1B on Android; 894M mobile daily active users (DAUs):

Fastest growing interface is Facebook Lite - app for people on low bandwidth connections

More than 8B daily video views on FB; expect video to be the most engaging online content over the next few years - continuing to innovate here.

Introduced "M", a digital assistant that will use AI to help people complete tasks

Internet.org rolled out to 29 countries, more than 15M people online

Revealed Aquila - first aircraft designed to beam internet into communities down from the sky

Plan to ship the Oculus Rift headset early next year. Gear VR (with Samsung) will release this holiday season.  Will continue to invest in immersive experiences and expect this market to be similar to smartphones and PCs as the next big computing device

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Google

Announced new public holding company - Alphabet - on August 10. New operating structure is being introduced in phases. Expect to disclose Google as a single segment and all other Alphabet businesses combined as "Other Bets" beginning in 4Q15. Other Bets will include Access & Energy, Nest, Life Sciences, investments and incubation efforts (i.e. driverless cars)

Expect CapEx to increase next year in Google and Other Bets, in particular Access & Energy

Headcount increased by 16% YoY and 5% QoQ, majority are engineers and product managers

Strong mobile momentum in emerging markets - India is #2 country for mobile search behind the US

Investments in machine learning and artificial intelligence is a priority

Remain focused on "solving the biggest problems and solving them at scale and that present sizable potential revenue opportunities"

Rolling out Android Marshmellow, best-performing release yet. 1.4B 30-day active Android users around the world

New device & platform announcements: Nexus 6P, Nexus 5X, Pixel C - first Android tablet built N2N by Google (full size keyboard with portable tablet); Creating new platforms for newer areas of computing such as Android Wear; Android Auto, the IoT platform, and Chromecast update

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Intel

Higher than expected revenue was driven by higher notebook and desktop ASPs. Ramping 6th generation core microprocessor (Skylake). 

Remain on track to improve mobile profitability by $800M; 75% of that goal has already been recognized

Data center, non-volatile memory, and IoT groups all posted double-digit growth YoY. Memory grew 20% YoY

Higher 14nm costs than expected; ramped Ireland factory too early with first wafters being expensive

Sales in China down slightly, more of a consumer mix than enterprise - across all different segments

Believe they undershipped in notebooks and desktops compared to industry TAM

For full 2015, memory is expected to grow at fast pace; Data center and IoT will exhibit strong growth, but the annual growth rate for all three will be lower than expected due to weaker macroeconomic growth

7360 next gen modem will ship by end of this year; product announcements next year; first of SoFIA LTEs next year; SoFIA w/ Intel 14nm 2H of next year.

Believe they can keep up long term mid-teen level growth for data center group

FY16 should see new products - Silicon Photonics, FPGAs with Altera - increasing data center footprint

FY16 ramping 3D NAND process - will give performance and cost advantage

Reiterated longer term phone strategy is around modems

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NVidia

Third quarter revenue was a record $1.305 billion, up 7% from a year earlier, up 13% sequentially and substantially above our outlook of $1.18 billion. 

• GPU revenue was $1.11 billion, up 12% from a year earlier

• Tegra processor revenue was $129 million, down 23% from a year earlier

Strategy remains focused on creating platforms for gaming, professional visualization, data center, and automotive.

• Gaming revenue rose 44% year-on-year to $761 million

• Professional visualization (Quadro) revenue increased 8% sequentially to $190 million, a decline of 8% year-over-year

• Datacenter revenue rose 13% sequentially to $82 million

• Automotive revenue rose 51% year-on-year to a record $79 million

o Collaborations with over 50 companies that are developing self-driving car technologies, using NVIDIA DRIVE PX

Forward Looking

• 4Q 2016 revenue to be $1.3 billion, plus or minus 2%. 

• GAAP and non-GAAP gross margins expected to be 56.7% and 57%, respectively, plus or minus 50 basis points

• GAAP operating expenses expected to be approximately $503 million. 

• Non-GAAP operating expenses are expected to be approximately $445 million.

For fiscal 2016, we expect non-GAAP operating expenses excluding litigation costs to be approximately flat with fiscal 2015. Litigation costs are anticipated to be in the range of $70 million to $80 million as we defend our intellectual property.

*GAAP outlook excludes restructuring changes of $25-35 million with wind down of Icera in 4Q 2016

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Broadcom

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Samsung

News:

• Announced US $10 billion share buyback over the next few quarters

• Overall revenue growth of 6% from previous quarter mainly driven by semiconductor and display.

Semiconductor Business

• System LSI supplying 14 nm products

• Memory: Continuation of process migration and improved product mix

Mobile Business

• Slowdown of smartphone demand, shipment growth led by launch of new models

• Slight increase in revenue, profitability declined

• Lower ASP due to increased sales in mid- to low-end products

Forward-looking

Fourth quarter earnings expected to decline due to changes in exchange rate

Semiconductor Business

• Expect earnings to improve driven by 14 nm foundry supply growth

• Uncertainties expected in supply side, especially on leading-edge technology such as 20 nm DRAM

Mobile

• Expect smartphone and tablet growth due to strong seasonality 

• Intensifying competition due to market growth slowdown may cause difficulties

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Skyworks

• Revenue of $880.8 million, up 23% from the prior year. 

• Operating income of $335.2 million, up 42% versus last year.

• Exited quarter with over $1 billion cash in hand and no debt.

• Full year revenue grew 42% to $3.26 billion. 

Acquisition of PMC

• $11.60/share – expected to close in 1H 2016

Business segments

• Power amplifiers represented 20% of revenue

• Integrated mobile systems was 59% 

o Up 84% year-over-year during the quarter.

• Broad markets was 22%

Fiscal 2016 business outlook:

• Revenue between $925 million and $930 million, up 5.3% sequentially and 15% year-over-year.

• New organic midterm model driven by:

o Served market opportunity growing at a mid-teens pace for the foreseeable future 

o Targeting continued gross margin expansion driven by latest generation products, growth of integrated mobile systems in broad markets, scale benefits associated with increased volume, continuing efficiency gains from filter business, and ongoing efforts to optimize cycle times, yields and supply chain efficiencies.

o Ongoing R&D investments in systems, engineering and field applications teams.

Within six to eight quarters, targeting organic annualized EPS of $8 at a revenue run rate of around $4.5 billion with gross margins in the 53% range. 

Longer term, based on internal margin initiatives, business heading towards 55% gross margins.

IOT와 Drone시장은 2017년까지 정말 미친듯이 성장할것으로 예상됩니다. 이에 따라 왠만한 IT업체는 IOT와 Drone에 투자안하는 회사는 없습니다.

아직까진 소비자 용보다는 상업용이나 무기용이 대부분을 차지할것으로 예상됩니다.

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Qualcomm이 투자한 드론회사는 Skycatch and 3D Robotics.

스마트폰 칩 수요가 줄어드는 부분은 IOT/Drone/Automotive에서 매꿔주길 기대하는 것 같습니다.

새로운 칩인 S820으로도 더 많은 드론 support를 지원할것이라고 합니다. 드론업체에서 S820으로 더 좋은 제품을 많이 많들어 주면 좋겠습니다.

Qualcomm Ventures, the venture capital arm of the San Diego corporation, views the drone space as adjacent to its chip business, and has made investments in both Skycatch and drone-maker 3D Robotics, a leading consumer manufacturer in the U.S. The company's goal is to find a home for its technology inside the autonomous aerial vehicles.

"Drones are like flying smartphones," said Quinn Li, vice president of Qualcomm Ventures. "The technologies that are needed for drones or robots are technologies that we have developed for mobile devices."

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Parrot은 프랑스 파리에 있는 드론 전문회사인데, 가격이 싼 드론시장에 강자라고 합니다. 오래동안 유지해왔던 자동차관련 매출보다 드론 매출이 더 늘어났다고 합니다.

드론업체로 바꾼이후 투자금이 몰려들고 있다고 합니다. 드론 마켓 트랜드를 생각하면 당연한 결과인것 같네요.

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드론하면 빼놓을수 없는 중국 쉔젠(shenzhen) 기반의 DJI

믿어지지 않을 정도록 좋은 수준의 드론을 많이도 판매하고 있습니다.

In just a few years, SZ DJI Technology Co. has become the world’s biggest consumer drone maker by revenue, selling thousands of its 2.8-pound, square-foot devices for about $1,000 each. In the process, it also has become the first Chinese brand to pioneer a major new global consumer-product category.

DJI’s four-propeller helicopters, called Phantoms, have become icons of the burgeoning drone era: hovering, camera-equipped robots that almost anyone can pilot. Phantoms have garnered fans for their aerial footage of extreme sports, fireworks and Niagara Falls, and famous users include the actor Jamie Foxx, Apple Inc. co-founder Steve Wozniakand homemaking entrepreneur Martha Stewart.

“The DJI Phantom series is like the Model T,” said Matt Waite, a journalism professor at the University of Nebraska-Lincoln who studies drone issues and owns three Phantoms. “Back in the day, you could talk about cars, but pretty much every car on the road was one of these Model Ts.”

DJI on Wednesday plans to unveil a new high-end drone, called the Inspire.

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그냥 렌더링 하나 공개됐을 뿐인데... 소니는 소비자 시장이 아니라 무기 시장을 겨냥하고 있다는 생각이 듭니다. 이쪽 시장이 어마어마 하지요. 옆에 있는 나라 사람으로서 무서움이 느껴집니다.

Japanese company partners with autonomous driving startup ZMP to produce drones for surveillance, inspection and measuring

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인텔도 여러 방면으로 계속 드론 업체와 관련분야에 투자를 계속하고 있습니다.

Intel Corp., in a new effort to sidestep the declining PC market, said its venture capital arm invested more than $60 million in a Hong Kong company that sells consumer drones. As WSJ’s Don Clark reports:

The big chip maker and Yuneec Holding Ltd. plan to collaborate on product development, and Intel chips may be incorporated into future Yuneec drones.

Intel’s move is the latest sign that Brian Krzanich, who became chief executive in May 2013, is determined to take the chip maker beyond components for computers. Mr. Krzanich has displayed drones, robots and other new-wave gadgets during some high-profile speeches, including an Intel event in San Francisco last week.

Drones, unlike earlier remote-control planes, can be programmed for autonomous actions such as hovering in a fixed position or flying home. Intel has been working on enhancing their abilities with special cameras designed to help them avoid objects without human assistance.

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인텔, 퀄컴 드론사업 투자..향후 신성장동력 활용

정확히 말하면 아마존에서 디바이스를 맡고 있는 Lab126 인원들 구조조정이지요.

아마존 폰은 Qualcomm chip의 가장 큰 성공작이었던 MSM8974를 쓰고도 유일하게 대박 실패한 작품이지요.

잘못된 경영진의 판단, 상품기획의 실퍠, 마케팅 실패로 인한 오류를 결국 엔지니어가 떠 안게되는 좋은 예가 될것 같습니다. 잘 만들어 놓고도 특정 기술개발이 늦여져 경쟁 스마트폰보다 1년이나 늦게 출시한것은 명백한 잘못이지요. 게다가 말도안되는 고가전략, 안드로이드 앱 마켓도 안되는 폐쇄적 생태계. 재때에 나오고 가격만 맞았더라면 대박도 가능했겠지요.

엔지니어들이 개발뿐만아니라 상품기획과 경영에 참여하지 않으면 결국 우리가 잘못하지 않은 문제로 칼을 맞을 수 있다는 좋은 예인것 같네요.

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The Wall Street Journal (WSJ) reported that Amazon.com, Inc. (NASDAQ:AMZN) may be planning a change in its workforce. The company has terminated “dozens of engineers,” who worked on the Fire smartphones. The e-commerce giant’s hardware development unit, Lab126, is likely undergoing a strategic change, as numerous employees have been laid off.

In recent months, Amazon rendered two-day and same-day delivery services in some US locations. Its Amazon Prime membership allows users to order every day-use products to be delivered in hours.

In recent past, Amazon has launched many products, although its tech offerings were not ground-breaking. Lab126 was responsible for engineering and developing Amazon’s own line of electronic devices, including the Fire tablets and smartphones, Kindle products, and other technologically-advanced products such as the Echo.

The company’s latest move pertaining to its Lab126 engineers is likely a measure it took based on the criticism it faced with its Fire Phone. The company introduced its Fire smartphones in the hope to penetrate an industry that is highly saturated and immensely competitive. For the e-retailer, the Fire Phone proved to be a commercial failure.

Most probably, Amazon blames the smartphone’s underachievement to the workforce, which may be why it is rotating it to filter out the weeds. According to the publication, the company has slowed down many Lab126 projects, which include Project Cairo – a 14-inch tablet, Nitro – a smart stylus, and Shimmer – a projector.

As sources told WSJ, there are several products in plans, and the change in the workforce is probably due to that.

Reportedly, Lab126 is also working on a project codenamed “Kabinet,” which is essentially a “high-end computer for the kitchen.” It is being designed to operate as a home hub that can be controlled through voice commands for various functions, similar to Echo. Some engineers stated that they are planning a new battery for Kindle e-reader, which can last two years.

Although Amazon’s plans are not quite clear, the latest layoffs indicate the company’s tactical shift in the consumer electronics space. Lab126 has nearly 3,000 employees, and one may say that the recent reported layoff doesn’t make any difference. However, it is important to note that this is the first time the company has laid off workers in the unit’s 11-year history.

While most of Amazon’s native products, such as Kindle e-reader and Fire tablet, were a success, Fire Phone was a disappointment. The absence of the company’s significant impact in the tech industry is probably because it aims to drive growth in online purchases, rather than efforts to play the tech game. If Amazon isolates its e-commerce business from the development and research business, it may prosper. Perhaps, Amazon was more concerned about getting numbers, than devising a game plan for its entry into the smartphone business. The industry’s response to Fire Phone was definitely hurtful for the engineers’ and developers’ morale, and now, some of them have been laid off. While Amazon may be planning a comeback in the mobile industry, we suggest that it should stick to e-commerce.

애플의 넘사벽은 어떤 누구도 당분간 근접할수 없을것 같습니다.

중국기업이 25위중에 5개나 있습니다.(20%) 100위중에는 15개가 있고요.(15%)

BrandZ TOP 100 MOST VALUABLE GLOBAL BRANDS 2015

1. Apple, 애플

2. Google, 구글

3. Microsoft, 마이크로소프트

4. IBM

5. VISA, 비자카드

6. AT&T

7. Verizon, 버라이존

8. Coca Cola, 코카콜라

9. McDonald's, 맥도날드

10. Marboro, 말보로

11. Tencent, 텐센트

12. Facebook, 페이스북

13. Alibaba Group, 알리바바

14. Amazon, 아마존

15. China Mobile

16. Wells Fargo

17. GE

18. UPS

19. Disney, 디즈니

20. Master Card, 마스터카드

21. Baidu, 바이두

22. ICBC

23. Vodafone, 보다폰

24. SAP

25. American Express, 어메리칸 익스프레스

http://www.millwardbrown.com/mb-global/brand-strategy/brand-equity/brandz/top-global-brands/2015/key-results

전체 리스트는 여기서 확인 : http://www.millwardbrown.com/BrandZ/2015/Global/2015_BrandZ_Top100_Report.pdf

Top10 2006 vs 2015

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BrandZ™ Global Top 10: 2006 and 2015

Rank 2006

Brand Value

2006 $M 2015

Brand Value

2015 $M

1 Microsoft 62,039 Apple 246,992

2 GE 55,834 Google 173,652

3 Coca-Cola 41,406 Microsoft 115,500

4 China Mobile 39,168 IBM 93,987

5 Marlboro 38,510 Visa 91,962

6 Walmart 37,567 AT&T 89,492

7 Google 37,445 Verizon 86,009

8 IBM 36,084 Coca-Cola 83,841

9 Citi 31,028 McDonald's 81,162

10 Toyota 30,201 Marlboro 80,352 

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10년동안 성장률이 가장 높은 10개.

애플은 1위면서 10년동안 가장 높게 성장한 기업입니다. 앞으로 몇년도 계속 성장이 가능할것으로 보고 있습니다.

도미노 피자의 폭등이 부럽습니다. 파자따위로.

에르메스 명품 브랜드의 성장도 놀랍네요.

10-Year Top 10 Risers

Rank Brand Category

Brand value

% change

2015 vs 2006

1 Apple Technology 1,446%

2 AT&T Telecom Providers 1,240%

3 Amazon Retail 941%

4 Domino's Pizza Fast Food 900%

5 Skol Beer 702%

6 Verizon Telecom Providers 477%

7 Google Technology 364%

8 Zara Apparel 331%

9 SAP Technology 299%

10 Hermès Luxury 292%

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Netflix가 한국에 곧 진출한다고 합니다. 네트웍 속도가 빨라 넷플릭스의 장점이 더 많은 사회라고 생각합니다. 가격돠 미국과 같게 한달에 8천원으로 시작하면 좋겠네요. 그런데 넷플릭스는 라이센스 비용때문에 새로운 영화는 별로 없지요. 오늘 기사중에 하나가 오늘날짜로 넷플릭스에서 볼만한 액션영화 리스트를 만들었습니다. 아래는 아마존도 오늘날짜로 9개를 뽑아봤습니다. 상당히 비슷합니다. 아마존도 비디오 사업에 조용히 계속 잘 밀어붙히고 있습니다. 넷플릭스가 독보적이지만 아마존이 최대 경쟁자가 될것 같습니다.

https://www.yahoo.com/tech/s/10-best-action-movies-stream-netflix-now-171532690.html

1. How to Train Your Dragon 2 87%
2. Terminator 2: Judgement Day 85%
3. Steamboat Bill, Jr. 84%
4. Return of the Dragon 84%
5. 13 Assassins 84%
6. Escape from Alcatraz 83%
7. Twelve O’Clock High 83%
8. The French Connection 83%
9. Star Trek Into Darkness 83%
10. Skyfall 83%

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아마존도 궁금해서 Action장르로 Prime(프라임) 회원으로 고짜로 볼수 있는 리스트 상위 9개를 뽑아봤습니다. 넷플릭스 리스트와 비슷합니다.