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Convergence winners and losers - who’s where on the hype curve? . Peter Gardner Global Sector Head, Communications, 3i Group. The WiFi Business Development Summit Milan, Wednesday 26 October 2005. Agenda. Introduction to 3i Convergence The Hype Cycle Who is doing what (selection) Wifi
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Convergence winners and losers- who’s where on the hype curve? Peter Gardner Global Sector Head, Communications, 3i Group The WiFi Business Development Summit Milan, Wednesday 26 October 2005
Agenda • Introduction to 3i • Convergence • The Hype Cycle • Who is doing what (selection) • Wifi • VoIP • Location • Broadband • Broadcast
3i – the facts • A world-leader in private equity and venture capital • Established for 60 years • FTSE 100 company valued at €6 billion • 14,000 investments since 1946 and 1,000 IPOs • Over 500 trade sales and 83 IPOs in the past 5 years • Over 250 market-facing investment professionals • Proven international, cross-border offer As at 31 March 2005 International scale and reputation
Venture capital: investment criteria • Investment range: €1.5 - €40 million • High quality founders and management team • Differentiated technology or service proposition • Clear attainable market proposition • Significant growth potential • Clear opportunity for 3i to add value • Clear opportunity for realisation of value – sale or float • Venture capital team focuses on: • Communications • Software • Healthcare • Electronics, semiconductors and advanced technologies
GLOBAL UK US NORDIC C. EUROPE Ere Kariola Ian Lobley David Aslin Peter Gardner Achim Lederle Vesa Sadeharju ASIA Mike Reid Robin Murray Kimmo Korpela Jean-David Chamboredon Krishna Visvanathan Mikko Suonenlahti Jarkko Virtanen Cynthia Ng
Visibility Key: Time to Plateau Less than two years Two to five years Five to 10 years More than 10 years See www.gartner.com Sorting the problems Mature technology and businesses Emerging technology Problems sorted now for execution Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Visibility 802.11a/g Wi-Fi Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Visibility 802.11a/g Wi-Fi Wi-Fi Hotspots Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Visibility 802.11a/g Wi-Fi VoIP Wi-Fi Hotspots Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Visibility 802.11a/g Wi-Fi VoIP VoWLAN Wi-Fi Hotspots Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Visibility VoWLAN Phones 802.11a/g Wi-Fi VoIP VoWLAN Wi-Fi Hotspots Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Visibility VoWLAN Phones 802.11a/g Wi-Fi VoIP VoWLAN Wi-Fi Hotspots SIP Based Push to Talk Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Visibility VoWLAN Phones 802.11a/g Wi-Fi VoIP Location Aware Applications VoWLAN Wi-Fi Hotspots SIP Based Push to Talk Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Visibility VoWLAN Phones 802.11a/g Wi-Fi VoIP Location Aware Applications VoWLAN Wi-Fi Hotspots SIP Based Push to Talk Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Location Aware Services Visibility Visibility VoWLAN Phones VoWLAN Phones 802.11a/g Wi-Fi VoIP Location Aware Applications VoWLAN Wi-Fi Hotspots SIP Based Push to Talk Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Location Aware Services Visibility Visibility VoWLAN Phones VoWLAN Phones 802.11a/g Wi-Fi VoIP Location Aware Applications VoWLAN Wi-Fi Hotspots SIP Based Push to Talk WCDMA / UMTS Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Location Aware Services Visibility Visibility HSDPA VoWLAN Phones VoWLAN Phones 802.11a/g Wi-Fi VoIP Location Aware Applications VoWLAN HSUPA Wi-Fi Hotspots SIP Based Push to Talk WCDMA / UMTS Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Location Aware Services Visibility Visibility HSDPA VoWLAN Phones VoWLAN Phones 802.11a/g Wi-Fi VoIP Location Aware Applications VoWLAN HSUPA Wi-Fi Hotspots SIP Based Push to Talk WCDMA / UMTS Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Location Aware Services Visibility Visibility HSDPA VoWLAN Phones VoWLAN Phones 802.11a/g Wi-Fi 1x EvDO Rev A VoIP Location Aware Applications VoWLAN 1x EvDO HSUPA Wi-Fi Hotspots SIP Based Push to Talk WCDMA / UMTS Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Location Aware Services Visibility Visibility HSDPA VoWLAN Phones VoWLAN Phones 802.11a/g Wi-Fi 1x EvDO Rev A 802.16d WIMAX VoIP Location Aware Applications VoWLAN 1x EvDO HSUPA Wi-Fi Hotspots SIP Based Push to Talk WCDMA / UMTS Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Location Aware Services Visibility Visibility HSDPA VoWLAN Phones VoWLAN Phones 802.11a/g Wi-Fi 1x EvDO Rev A 802.16d WIMAX VoIP 802.16e WIMAX Location Aware Applications VoWLAN 1x EvDO HSUPA Wi-Fi Hotspots SIP Based Push to Talk WCDMA / UMTS Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Location Aware Services Visibility Visibility HSDPA VoWLAN Phones VoWLAN Phones Mobile TVStreaming 802.11a/g Wi-Fi 1x EvDO Rev A 802.16d WIMAX VoIP 802.16e WIMAX Location Aware Applications VoWLAN 1x EvDO HSUPA Wi-Fi Hotspots SIP Based Push to Talk WCDMA / UMTS Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Location Aware Technology Location Aware Services Visibility Visibility HSDPA VoWLAN Phones VoWLAN Phones Mobile TVStreaming Mobile TV Broadcast 802.11a/g Wi-Fi 1x EvDO Rev A 802.16d WIMAX VoIP 802.16e WIMAX Location Aware Applications VoWLAN 1x EvDO HSUPA Wi-Fi Hotspots SIP Based Push to Talk WCDMA / UMTS Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
Key: Time to Plateau Less than two years Two to five years Five to 10 years More than 10 years Location Aware Technology Location Aware Services Visibility HSDPA VoWLAN Phones Mobile TVStreaming Mobile TV Broadcast 802.11a/g Wi-Fi 1x EvDO Rev A 802.16d WIMAX VoIP 802.16e WIMAX Location Aware Applications VoWLAN 1x EvDO HSUPA Wi-Fi Hotspots SIP Based Push to Talk WCDMA / UMTS Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity Source: Gartner 2004-5
thank you For further information please visit: www.3i.com