NFC

2012 1 31

A.T. Kearney Korea


Evolution Map for Smart Life

Applications

Upgraded IT Infrastructure

LTE NFC ?

Smart Device embedded with OS Contents SNS

Industry Convergence

Smart v1.0

Smart v2.0

Smart v3.0

Smart v4.0

Source: A.T. Kearney Analysis

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NFC: Near Field Communication

New Business Opportunity

NFC
The phone remembers I need new pants or need some new product. And it knows where I am, and it knows ahead of me there is a store on the left and a store on the right, and one is going to offer me a 20% discount, and one is going to offer me a 30% discount. The phone would show him the two offers. Its programmed that Im a cheapskate; thats why I always take the biggest discount. And it tells me to turn right. I walk in the store. The store knows Im coming. The pants are ready (Schmidt then indicates a tapping motion with his phone). As he quickly pays, he would pick up the pants and leave the store. No hassle or fuss. (NFC Times, 2011. 2. 15)

Card emulation Mode

Payment & CRM

Convenience Security

Reader / Writer Mode

P2P Mode

Source: A.T. Kearney Analysis

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Biz Players

NFC ?
Value Creation for Customer
Unfair Game
Asymmetry of Information :

Fair Game
Symmetry of Information :

NFC
Customer

Value Migration

Suppliers

Suppliers

Customer

Only In the Mobile device, not the real world For the Young Generation In the Domestic, not ease in the World
Source: A.T. Kearney Analysis

In the real world with the device For All Generation with the device In the World with the device
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New Eco system : New Stakeholders

As-is Mobile Eco System
Major Players Minor Players non-Player

To-be Mobile Eco System

App Store App

App. OS Provider VAN () TSM

App. OS Provider
, OS Provider Global Player

() TSM VAN
TSM

NFC NFC

Source: A.T. Kearney Analysis

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Winners curse again?

- ?

? TSM ?

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Jaewoo Park
Principal Qualification & Work Experience
Previous Employment KPMG Korea Education/Professional Qualifications SAIS, Johns Hopkins Univ. M.A in International Finance Yonsei Univ. B.A in Mass Communication

Project Experiences (Selected List)

Koreas Mutual Aid Societies Led a long term growth strategy project for multiple mutual aid societies by identifying new areas for expansion and maximizing efficiency of organization structure of such societies Experienced in advising asset allocation to leading mutual aid societies in order to maximize their value Koreas Casino Industry Led a project in which strategic decision was needed to determine the feasibility of privatizing a nationally owned casino Led M&A advisory for acquiring a privately owned casino and conducted a follow-up long term strategic growth project Global Major Pharmaceutical Company Developed an HR & communication program for a major pharmaceutical company after M&A in order to maximize efficiency in managing its resources Redeveloped HR assessment system and produced growth road-map Koreas Auto Industry Conducted corporate restructuring advisory project for a major automobile company in Korea in order to turn around profitability and improve operational efficiency Led a mid term growth strategy project for a major automobile company by developing opportunities for increasing profitability in foreign distribution channels

Consulting Expertise
Industry Experience Pension Fund Public Sector Chemical, Auto, Leisure, Logistics etc. Service Experience Finance Advisory M&A deal Advisory Restructuring Strategy Growth Strategy New Business Strategy Vision & Innovation Strategy

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