Wireless Broadband: Maximising
Current Investments Through New
            Services


             Breakfast Briefing
 Mob...
We are a Leading Business Consulting Group, 1700 staff in 31
offices. 47 years of partnerships with >10,000 clients




  ...
Global Teams focusing on 8 major industries + Technical insights,
working in seamless integration

     Industrial Automat...
Service lines - A unique ability to offer complementary skills to help
you address your unique growth challenges

        ...
Our Research provides detailed 360 Degree insights of the industries we
cover, continuously updated on global scale

• Tec...
ICT Sector Coverage
Our ICT practice offers comprehensive global coverage of the
following industry sectors




  • Next G...
Telecoms Focus
Addressing Market Needs – Our Telecom Deliverables

Market Insights
• The 2008 Telecoms Subscription will c...
Telecoms Focus
    Optimising Investments through New Service Areas
    - Our Telecoms Focus

•    In the mobile & wireles...
Telecoms Research
Research Schedule – Q 1/2


Topics/
Publication Date
Exploring the European Union Research Policy in Per...
Telecoms Research
 Research Schedule – Q3

Topics/
Publication Date

WiMAX vs. 3G LTE: Undermining factors in deciding the...
Telecoms Research
 Research Schedule – Q4


Topic/
Publication Date

Searching and Locating People and Resources: Business...
Telecoms Research
 Research Schedule – Q4 (continued)


Topic/
Publication Date

European Union research activities in wir...
Telecoms Research
Selection of Past Studies

Broadband Markets in Europe                                                  ...
Some Partners
Examples of a few of our industry partners




                                                         14
Agenda

09:30   Arrival of Guests

09:50   Welcome Note

10:00   Mobile WiMAX - To Be or Not to Be?
        Luke Thomas, P...
Mobile WiMAX - To Be or Not to Be?




     Luke Thomas, Programme Manager
               ICT-Europe
             June 19t...
Agenda

Mobile Broadband Revolution

Update from WiMAX Forum Global Congress

Mobile WiMAX Certification Update

Challenge...
Mobile Broadband Revolution
World of Convergence

  Unified Communication across
  various devices/applications
  with synchronized updates



      U...
Unpredictable User Behaviour
Consumer habits changing from …

   SWITCH
    SURF
    SLEEP                SEARCH
         ...
Mobile Operators are now working on it !




                               Source: Miyowa




                           ...
Update from WiMAX Forum Global Congress (1 of 2)
 First Mobile WiMAX Wave 2 products certified at 2.5GHz (Finally!!!).

 W...
Update from WiMAX Forum Global Congress (2 of 2)

 Baltimore will have the first commercial service of Xohm in September 2...
Mobile WiMAX Certification Roadmap




                              Source: WiMAX Forum




                             ...
Challenges for Mobile WiMAX
Key Challenges for Mobile WiMAX

                                         MIMO Antennas
                                  ...
Voice Capacity for Mobile WiMAX
Mobile WiMAX loses 80% of its sector capacity at 30 VoIP users per sector




            ...
Battery Life of Client Devices

Power Added Efficiency (PAE) is the ratio between the power input into the
power amp, and ...
IPR Issues for Mobile WiMAX

No single company has a dominant IPR Position in Mobile WiMAX



                            ...
Delays in European Spectrum Auctions




                       Source: Ericsson




                                     ...
Next Steps for Mobile WiMAX
Key Questions to Ponder on…
Would Mobile WiMAX be a suitable alternative to 3G or a complementary
extension to 3G?
Should ...
Conclusion: Mobile WiMAX Not Quite There Yet !

If you compare Mobile WiMAX and 3G LTE, they are more or less similar
base...
Thanks for Your Attention !



                                                   Any Questions?



Officer, the reason wh...
Content and Verticals: The New Frontiers for the
          European Mobile Industry



         Saverio Romeo, Research An...
Agenda

•   The status of the mobile communication market in Europe
    •   Mobile Penetration
    •   ARPU Dynamics
    •...
The Status of the Mobile
Communication Market in Europe


        A Space in Transition
High Penetration in the EU 27 Member States


                          600.00                                 553.46     ...
Eastern Europe (Non EU) Closer to Full Penetration

                                                       Mobile
        ...
The Economic Implication of a Saturated Market -
Declining ARPU




          ARPU
                                       ...
Looking at Mobile Operators – The Case of Vodafone


                     25.00
                                          ...
Looking at Mobile Operators – The Case of Orange



                     35.00

                     30.00

              ...
Looking at Mobile Operators – The case of T-Mobile in
Eastern Europe


                       18.00
                      ...
The Evolution of Pricing – OECD Analysis

                         50.00
                                                 ...
Conclusion




     Saturation

     Declining Voice ARPU

     Slow increase of Data ARPU

     Changing tariffs

     Wh...
Moving Head: A Possible Scenario for
            the Market
     Content, Communication, Pervasiveness
The Next Mobile Experience

                                                                              Applications of ...
Overview of the Mobile Content Market in Europe


                              The Size Of The                           ...
Mobile Content Market – An Ecosystem of Innovative
European Companies




                                                ...
Mobile Broadcast TV – A Renewed Enthusiasm

         The Netherlands                                                      ...
Emerging Trends –
Searching, Locating, Networking, Advertising


                                           Mobile Searchi...
Mobile Content – A Possible Scenario


    Mobile Searching
    Mobile Social Networking               Content
    Mobile ...
The Next Mobile Experience

                                                                             Applications of m...
Pervasive Mobile Life

The Pervasive Paradigm: “The most profound technologies are those that
disappear. They weave themse...
Pervasive Mobile Life – The Vision


                                        Community: sharing,
                         ...
e-Call Initiative – Intelligent Connected Vehicles




 The European Commission will mandate car manufacturers to build in...
M-ticketing, m-parking – Outdoor Intelligent Spaces

Mobilkom Austria offers m-parking services.




                     ...
ZigBee Alliance – Indoor Intelligent Spaces


•    “The ZigBee Alliance is an association of companies
     working togeth...
Wireless Telemedicine – Connecting Communities


 Solution offered by eHIT, Finnish start-up




                         ...
Conclusions

    Challenges                                         Opportunities

   Market saturation                   ...
Generating Unique Business Benefits
     with Wireless Broadband



             Alexander Michael
            Principal C...
Contents



•   Why wireless broadband is becoming essential to businesses


•   Oil, Gas and Electricity


•   Government...
Contents



•   Why wireless broadband is becoming essential to businesses


•   Oil, Gas and Electricity


•   Government...
Many stakeholders within an industry create challenges
and pain points for businesses today




                          ...
Wireless broadband is no longer a nice-to-have, it is
becoming instrumental in realising operational objectives

 Achieve ...
Contents



•   Why wireless broadband is becoming essential to businesses


•   Oil, Gas and Electricity


•   Government...
Energy companies can effectively address many business
challenges with wireless broadband

               •   A political ...
Wireless broadband allows utility companies to generate
business benefits by making the value chain intelligent


        ...
Energy companies must incorporate alternative sources
of energy to its generation and transmission plants
                ...
Contents



•   Why wireless broadband is becoming essential to businesses


•   Oil, Gas and Electricity


•   Government...
Government investment is also increasingly oriented
towards the realisation of “business” benefits



                  Pu...
In Sweden, wireless broadband networks help overcome
transportation and environmental challenges

•   Electronic Road Pric...
In Italy, wireless broadband is used to deliver public
services and to bridge the digital divide

•   Turin:
      •   A w...
Contents



•   Why wireless broadband is becoming essential to businesses


•   Oil, Gas and Electricity


•   Government...
Wireless broadband is a fundamental part of a business
continuity plan, as a back-up internet connectivity source

•   Man...
Contents



•   Why wireless broadband is becoming essential to businesses


•   Oil, Gas and Electricity


•   Government...
Sample Case Studies
High-level summaries of case work in the global mobile sector


                    • Our client is a ...
Our have deep and wide experience with organisations
throughout the ICT space (examples)
         Fixed Tel and Internet P...
Our Consulting Services - Examples of typical assignments

                                                  M&A, Corporat...
For Additional Information




Joanna Lewandowska             Nils Frenkel
Corporate Communications       Sales Manager
IC...
THANK YOU




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Wireless Breakfast Briefing

  1. 1. Wireless Broadband: Maximising Current Investments Through New Services Breakfast Briefing Mobile and Wireless Communications Europe 19th June 2008 Sullivan House, London
  2. 2. We are a Leading Business Consulting Group, 1700 staff in 31 offices. 47 years of partnerships with >10,000 clients Oxford Oxford Warsaw Warsaw London Frankfurt Toronto London Frankfurt Paris Toronto Sophia AntipolisMilanIstanbul Paris Milan Palo Alto Palo Alto New York Sophia Antipolis Seoul New York Tel-Aviv Beijing Seoul Tokyo Beijing SanAntonio Antonio Calcutta Calcutta Tokyo San Shanghai Shanghai Dubai Dubai Bangalore Bangalore Mexico City Mexico City Mumbai Delhi Mumbai Delhi Chennai Kuala Lumpur Chennai Kuala Lumpur Bogota Singapore Singapore Bogota Sao Paulo Sao Paulo Buenos Aires Buenos Aires Cape Town Town Cape Sydney Sydney 2
  3. 3. Global Teams focusing on 8 major industries + Technical insights, working in seamless integration Industrial Automation Information & Automotive & & Electronics Communication Tech. Transportation Fixed & Mobile Telecoms Power Transmission Enterprise, Conferencing Automotive Test & Measurement, & Collaboration, Smart Cards Transportation Systems, Sensors, Smartcards Network Security, Digital Media Logistics, Railway Systems , Healthcare Energy Environment & Medical Systems, Building Technologies Medical Devices, Power Generation, T&D Drug Discovery, Decentralized Energy, Water & Wastewater, Diagnostic Technology, Power supplies, Waste, Air Treatment Pharmaceuticals Batteries, Renewable Building Mgt Technologies Aerospace & Defense Chemicals, Materials and Food Technical Insights Battlespace IT, C4ISR, Agrochemicals, Emerging Technology Satellites &Space Specialty Chemicals, Research, Military Aerospace, Fine Chemicals, Cross Industries Training & Simulation Performance Materials 3
  4. 4. Service lines - A unique ability to offer complementary skills to help you address your unique growth challenges Client Growth Partnership Platform Research Services Growth Consulting Organisational TEAM Services Development New Market Corporate & BU Strategy Executive Training Opportunities M&A Training Needs Market Entry/Expansion Product/Service Launch Analysis Customer intelligence Innovation Coaching Competitor Intelligence Commercial Strategies E Learning Prospective Research Marketing Strategies Interactive Tools PEST Growth Processes Forecasting Marketing Processes Market Analytics Strategic Toolkit Econometry Performance Optimisation 4
  5. 5. Our Research provides detailed 360 Degree insights of the industries we cover, continuously updated on global scale • Technology Roadmaps • Market Revenue Forecasts Broken Down by Key Segments • Procurement Trends • Analysis of the Market by Product Type • Pricing Trend Analysis • Market Drivers & Restraints Analysis • Value Chain Analysis • Market and Technology Trends • Competitive Structure Analysis and Profiling • Market Share Analysis • Scenario Analysis • Customer Analysis • Strategic Analysis and Recommendations 5
  6. 6. ICT Sector Coverage Our ICT practice offers comprehensive global coverage of the following industry sectors • Next Generation Carrier Infrastructure • Network Security • Enterprise Communications • Digital Media • Consumer Communications Services • IT Services & Applications • Conferencing & Collaboration • Space and Communications • EFT/POS • Contact Center • Mobile & Wireless Communications • Smart Cards 6
  7. 7. Telecoms Focus Addressing Market Needs – Our Telecom Deliverables Market Insights • The 2008 Telecoms Subscription will consist of 15-17 Market Insights (as listed in the following slides) i.e. 20-40 page market analyses, typically highlighting key opportunities, providing market size, growth trends, as well as competitive landscape. Industry Tracker • A quantitative tracker for both Fixed and Mobile Telecoms will be launched in phases, beginning in Q3 – focusing on FR, IT, UK, DE Market Alerts • In order to provide clients with a regular update, there will be a bi-monthly market alerts in the form of analyst commentaries and perspectives on recent industry events Interactive Briefings • Additionally, there will be a series of quarterly live analyst briefings, industry breakfast briefings as well as optional analyst inquiry hours in order to maintain the interactivity with clients. 7
  8. 8. Telecoms Focus Optimising Investments through New Service Areas - Our Telecoms Focus • In the mobile & wireless market, we will be focusing on: i. Access technologies - including P2MP technologies such as WiMAX, HSDPA and closer range technologies like Femtocells and NFC. ii. Data services particularly service delivery platforms covering the entire array of mobile services. • In the fixed telecoms market, the focus will be on convergence services (triple & quadplay)– how will broadcasters and telcos compete & collaborate. • We will also look at two legislative areas: a. Data Retention b. Eco-sustainability Here we will look at both vendors & SPs to identify where the revenue opportunities are. 8
  9. 9. Telecoms Research Research Schedule – Q 1/2 Topics/ Publication Date Exploring the European Union Research Policy in Pervasive and Ubiquitous Computing April ’08 Exploring the European Market for Mobile Smart Devices Feb ’08 European Mobile Premium Content Market May ’08 Mobile Messaging Markets in Europe May ’08 Beyond Mobile Devices - Accessorize! July ’08 9
  10. 10. Telecoms Research Research Schedule – Q3 Topics/ Publication Date WiMAX vs. 3G LTE: Undermining factors in deciding the next generation technology of choice July ’08 Ad-based Content Communities: A lucrative avenue for the mobile content industry July ’08 Western European Mobile Outlook - Opportunities amidst Saturation Sept ’08 Sustainable Telecoms - Who Stands to Reap Green Dividends Sept’08 Eastern European Mobile Outlook - Fuelled Up and Ready to Go Sept ’08 Beyond Quad-play : Goldmines for European 'Multiple System Providers‘ Oct ’08 10
  11. 11. Telecoms Research Research Schedule – Q4 Topic/ Publication Date Searching and Locating People and Resources: Business Opportunities in the New Era of Mobile Interactivity Oct ’08 Femtocell Business Models : Who will make money out of this? Oct ’08 The Mobile Industry turns to Machine-to-Machine Technologies as new revenue streams Oct ’08 Data Retention - telecoms, healthcare & banking Oct ’08 Mobile Content: opportunities for creative digital art companies Dec ’08 11
  12. 12. Telecoms Research Research Schedule – Q4 (continued) Topic/ Publication Date European Union research activities in wireless and fixed communications space. An analysis of FP7 and its impact on businesses Dec ’08 How will Mobile Operators benefit from NFC based mobile payments? Dec ’08/Jan ’09 12
  13. 13. Telecoms Research Selection of Past Studies Broadband Markets in Europe Mar-08 EC unleashes watchdogs to tame wild telco cats? Mar-08 European Mobile Sales Force Automation (SFA) Markets Jan-08 European Wireless E-Mail Markets Nov-07 Technology Embracing the Green Religion Oct-07 European IPTV Markets Update Sep-07 Fibre in the Last Mile in Europe Jun-07 European Business Telephony Markets Jun-07 The EU Directive on Data Retention and its Implications for Service Providers Jan-07 13
  14. 14. Some Partners Examples of a few of our industry partners 14
  15. 15. Agenda 09:30 Arrival of Guests 09:50 Welcome Note 10:00 Mobile WiMAX - To Be or Not to Be? Luke Thomas, Programme Manager Presentation followed by Q&A 10:30 Content and Verticals: the New Frontiers for the Mobile Industry Saverio Romeo, Research Analyst Presentation followed by Q&A 11:00 Generating Unique Business Benefits With WiMAX-Enabled Applications Alexander Michael, Principal Consultant Presentation followed by Q&A 11:30 Close 15
  16. 16. Mobile WiMAX - To Be or Not to Be? Luke Thomas, Programme Manager ICT-Europe June 19th, 2008
  17. 17. Agenda Mobile Broadband Revolution Update from WiMAX Forum Global Congress Mobile WiMAX Certification Update Challenges for Mobile WiMAX Next Steps for Mobile WiMAX Conclusion © 2008Frost & Sullivan. All rights reserved. This document contains highly confidential information and is the sole property of Frost & Sullivan. No part of it may be circulated, quoted, copied or otherwise reproduced without the written approval of Frost & Sullivan. 17
  18. 18. Mobile Broadband Revolution
  19. 19. World of Convergence Unified Communication across various devices/applications with synchronized updates UMPCs & Smartphones Relaying real-time presence information across various devices and applications Source: Frost & Sullivan 19
  20. 20. Unpredictable User Behaviour Consumer habits changing from … SWITCH SURF SLEEP SEARCH PARTICIPATE PERSONALIZE To succeed in mobile broadband, mobile operators need to shift from being Service Providers to … Value-Added Experience Providers. 20
  21. 21. Mobile Operators are now working on it ! Source: Miyowa 21
  22. 22. Update from WiMAX Forum Global Congress (1 of 2) First Mobile WiMAX Wave 2 products certified at 2.5GHz (Finally!!!). WiMAX Forum Stamp received by 8 suppliers for a total of ten products complying to Wave 2 Phase 1 certification in channel bandwidths of 5MHz and 10MHz. Wave 2 Phase 1 incorporates nearly 42% to 82% of the various tests outlined for Release 1.0 Wave 2 requirements. Wave 2 Phase 2 incorporates all test procedures for Base Station and Mobile Station certification of Protocol Conformance Testing, Radio Conformance Testing and Interoperability Testing. WiMAX Forum will begin to accept certification for Fixed WiMAX 3.5GHz equipment by Q3 2008, with testing beginning in Q4 2008 and certification achieved by the end of 2008. 22
  23. 23. Update from WiMAX Forum Global Congress (2 of 2) Baltimore will have the first commercial service of Xohm in September 2008 followed by Washington DC and Chicago by Q4 2008 (provided the new WiMAX venture ‘ClearWire’ deal closes by Q4 2008). Sprint Nextel and ClearWire better get their act right as Clearwire had an accumulated net loss of $1.19 billion and owed $1.26 billion in debt at the end of 2007, with Sprint Nextel having a $20.5 billion debt load. Open Patent Alliance (OPA) has been formed with founding members Alcatel-Lucent, Cisco, Intel, Samsung, Sprint Nextel and ClearWire. - But will QUALCOMM join OPA? WiMAX Forum estimates that 100+ Mobile WiMAX products will be certified by the end of 2008, and by 2011, 1000+ products will undergo Mobile WiMAX certification. 23
  24. 24. Mobile WiMAX Certification Roadmap Source: WiMAX Forum 24
  25. 25. Challenges for Mobile WiMAX
  26. 26. Key Challenges for Mobile WiMAX MIMO Antennas (Size and Weight Factor) Sir, where do you want me to install this 2x2 MIMO base station? IPR pertaining to Mobile WiMAX still ambiguous Delays to Spectrum Auction Challenges WiMAX roaming agreements Battery Life of Client Devices (The Roaming Readiness Program in December 2008 will address this issue) Co-existence of Mobile WiMAX with existing cellular technologies and WiMAX to Wi-Fi roaming (vice-versa) 26
  27. 27. Voice Capacity for Mobile WiMAX Mobile WiMAX loses 80% of its sector capacity at 30 VoIP users per sector Source: QUALCOMM 27
  28. 28. Battery Life of Client Devices Power Added Efficiency (PAE) is the ratio between the power input into the power amp, and the signal output power, and is a key performance index for evaluating power amps. A low PAE means that a large fraction of input power is consumed as heat or otherwise wasted. Power amps for mobile phones, for example, offer PAEs of 40% to 45% for wideband code division multiple access (W-CDMA), and 50% to 55% for Global System for Mobile Communication (GSM). For Mobile WiMAX, though, the PAE is only 10% to 20%. Hence, 3G LTE has chosen Single-Carrier FDMA (SC-FDMA) as its uplink technology to overcome challenges faced by Mobile WiMAX using OFDMA. 28
  29. 29. IPR Issues for Mobile WiMAX No single company has a dominant IPR Position in Mobile WiMAX 1550 Patents are distributed among 330 companies QUALCOMM is one of them ☺ Of the 23 Companies that hold more than 10 Patents…74% are WiMAX Forum members, representing 82% of the patents held in concentrations of 11 or more patents per company Source: Schwegman, Lundberg, Woessner & Kluth, WiMAX Forum 29
  30. 30. Delays in European Spectrum Auctions Source: Ericsson 30
  31. 31. Next Steps for Mobile WiMAX
  32. 32. Key Questions to Ponder on… Would Mobile WiMAX be a suitable alternative to 3G or a complementary extension to 3G? Should one wait for WiMAX Forum certified products or opt for pre-Mobile WiMAX equipment gear? Would it be feasible to use Mobile WiMAX for fixed, nomadic and portable services (pertaining to data) and have an MVNO agreement with the cellular operators for mobile voice services? What kind of applications (Killer application?) can be triggered by Mobile WiMAX and will it focus on the Enterprise or Consumer? Can Mobile WiMAX provide good in-building coverage at 2.5GHz or does one need to also consider femtocells? Will one have enough spectrum to cover a reasonable population and compete with existing alternatives? Considering an RoI for Mobile WiMAX is likely to between 3 to 5 years, is it worth the risk? Where will the extra funds come from? 32
  33. 33. Conclusion: Mobile WiMAX Not Quite There Yet ! If you compare Mobile WiMAX and 3G LTE, they are more or less similar based on OFDMA ; Main difference is, it is pushed by 2 separate camps. However, Mobile WiMAX is a ratified standard today, 3G LTE is not. Mobile WiMAX + 3G LTE merger: Could potentially happen in 2009 ! The initial client devices for Mobile WiMAX will be laptops and UMPC’s in 2008 with smartphones in 2009/2010. Not all operators are keen on deploying MIMO+Beamforming base stations. Delays in spectrum auctioning will go against the lead time that Mobile WiMAX has over 3G LTE. If WiMAX operators and terminal vendors focus more on the technology and not on enhancing the user experience, then end-users will not be able to understand and differentiate from existing wireless service alternatives. WiMAX terminal vendors need to start thinking of iPhone version 3.0 today ! 33
  34. 34. Thanks for Your Attention ! Any Questions? Officer, the reason why I put up a mini WiMAX base station on top of my car was to get high Hey Steve, let us know quality video feed of the traffic in Victoria on when them iPMaX my Mobile WiMAX device ! phones are out awrite !!! 34
  35. 35. Content and Verticals: The New Frontiers for the European Mobile Industry Saverio Romeo, Research Analyst Mobile and Wireless Communications Europe 19th June 2008
  36. 36. Agenda • The status of the mobile communication market in Europe • Mobile Penetration • ARPU Dynamics • Evolution of Pricing • Exploring the next mobile experience in Europe • Mobile Content • Pervasive Mobile Life • Conclusions 36
  37. 37. The Status of the Mobile Communication Market in Europe A Space in Transition
  38. 38. High Penetration in the EU 27 Member States 600.00 553.46 115 111.8 Mobile Penetration (%) 478.38 Subscribers (million) 500.00 436.68 110 400.00 105 103.2 300.00 100 200.00 95 95 100.00 90 0.00 85 Oct-05 Oct-06 Oct-07 Year Source: Frost & Sullivan At the end of October 2007, mobile penetration was over 140% in Italy, Lithuania, Latvia, and Luxembourg. France, Poland, Slovenia, and Romania were the only countries with a mobile penetration below 100%. 38
  39. 39. Eastern Europe (Non EU) Closer to Full Penetration Mobile Country Penetration (%) Date Albania 73.6 Dec-07 Belarus 73.4 Nov-07 Bosnia Herzegovina 58.1 Dec-07 Croatia 105.3 Dec-07 Kosovo 40.2 Dec-07 Macedonia 94.7 Dec-07 Moldova 32.5 Dec-06 Montenegro 120.4 Dec-07 Russia 106.5 Dec-06 Serbia 95.3 Dec-07 Turkey 87.2 Dec-07 Ukraine 114.4 Sep-07 Source: Frost & Sullivan 39
  40. 40. The Economic Implication of a Saturated Market - Declining ARPU ARPU Voice ARPU SMS ARPU Data ARPU Year “ARPU declines as the penetration rate increases and low-usage subscribers are attracted by low tariffs….there is typically a negative correlation between ARPU and penetration rate..” (Harald Gruber, The Economics of Mobile Telecommunications, Cambridge University Press, 2005) 40
  41. 41. Looking at Mobile Operators – The Case of Vodafone 25.00 Voice ARPU (Italy) 20.00 Voice ARPU (Germany) ARPU (€) 15.00 Messaging ARPU (Italy) Messaging ARPU 10.00 (Germany) Data ARPU (Italy) 5.00 Data ARPU (Germany) 0.00 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2006 2006 2006 2006 2007 2007 2007 2007 Quarter Source: Frost & Sullivan 41
  42. 42. Looking at Mobile Operators – The Case of Orange 35.00 30.00 25.00 Voice ARPU (France) ARPU (€) 20.00 Data ARPU (France) 15.00 Voice ARPU (UK) Data ARPU (UK) 10.00 5.00 0.00 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2006 2006 2006 2006 2007 2007 2007 2007 Quarter Source: Frost & Sullivan 42
  43. 43. Looking at Mobile Operators – The case of T-Mobile in Eastern Europe 18.00 16.00 14.00 ARPU (€) 12.00 Voice ARPU (Slovakia) 10.00 Data ARPU (Slovakia) 8.00 Voice ARPU (Hungary) 6.00 Data ARPU (Hungary) 4.00 2.00 0.00 2006 2007 Year Source: Frost & Sullivan 43
  44. 44. The Evolution of Pricing – OECD Analysis 50.00 43.37 45.00 40.00 37.83 Basket Cost (€) 35.00 30.00 25.89 Low usage basket 22.90 25.00 Medium usage basket 20.00 15.18 High usage basket 13.69 15.00 10.00 5.00 0.00 2006 2007 Year Source: OECD and European Commission Low Usage Basket: 30 outgoing calls and 33 SMS Definitions Medium Usage Basket: 65 outgoing calls and 50 SMS Large Usage Basket: 140 outgoing calls and 55 SMS 44
  45. 45. Conclusion Saturation Declining Voice ARPU Slow increase of Data ARPU Changing tariffs Which is the next mobile experience for Europe? 45
  46. 46. Moving Head: A Possible Scenario for the Market Content, Communication, Pervasiveness
  47. 47. The Next Mobile Experience Applications of mobile and wireless technologies In vertical markets such as: Pervasive Mobile Liife m-commerce Telematics Telemedicine Utilites Voice Communication Messaging Communities Next Mobile Experience Video Communications Mobile Searching Mobile Social Networking Content Mobile Locating Services Tools Mobile Advertising Mobile Video/TV Content Mobile Music Content Mobile Games Types Mobile Graphics Mobile Info Services Source: Frost & Sullivan 47
  48. 48. Overview of the Mobile Content Market in Europe The Size Of The The Structure Of The Mobile Content Market Mobile Content Market 11 Revenues (€ billion) Mobile Graphics 11.3% Mobile Video/Tv 14.4% Mobile Games Mobile Music 3 8.8% 65.5% Source: Frost & Sullivan, 2007 2007 2012 Source: Frost & Sullivan 48
  49. 49. Mobile Content Market – An Ecosystem of Innovative European Companies 49
  50. 50. Mobile Broadcast TV – A Renewed Enthusiasm The Netherlands Live DVB-H Service • Launched Jun Finland 2008 • Launched Dec 2006 • KPN buying the • Service provided by service off Digita Digitenne Ongoing DVB-H Trial Ready to launch DVB-H Germany service • Launch expected mid 2008 Austria France • Launched May 2008 • Launch • Service being provided expected by Media-broadcast Q2 2009 Italy • Launched June 2006 Switzerland • Tre Italy (H3G) has • Launched May its own network. 2008 Mediaset wholesales • DVB-H network to Vodafone & TIM owned by license Source: Frost & Sullivan holder Swisscom, 50
  51. 51. Emerging Trends – Searching, Locating, Networking, Advertising Mobile Searching Mobile Advertising Mobile Locating Mobile Networking 51
  52. 52. Mobile Content – A Possible Scenario Mobile Searching Mobile Social Networking Content Mobile Locating Services Tools Mobile Advertising Mobile Video/TV Mobile Music Content Types Mobile Games Mobile Graphics Mobile Info Services Source: Frost & Sullivan 52
  53. 53. The Next Mobile Experience Applications of mobile and wireless technologies In vertical markets such as: Pervasive Mobile Life m-commerce Telematics Telemedicine Utilites Voice Communication Messaging Communities Next Mobile Experience Video Communications Mobile Searching Mobile Social Networking Content Mobile Locating Services Tools Mobile Advertising Mobile Video/TV Content Mobile Music Content Mobile Games Types Mobile Graphics Mobile Info Services Source: Frost & Sullivan 53
  54. 54. Pervasive Mobile Life The Pervasive Paradigm: “The most profound technologies are those that disappear. They weave themselves into the fabric of everyday life until they are indistinguishable from it” (Mark Weiser, 1991). Academic 2000 Industry Research Research u-Japan Policy Framework u-Korea Policy Framework EU Initiatives (DC-PERADA) IBM Labs Equator Policy Frameworks The Internet of Things (ITU) M2M communications, RFID, wireless sensor networks, wireless and mobile technologies applied in vertical sectors such as 2007 transport systems, healthcare, retail systems, control systems, utilities, home automation and urban/rural planning. 54
  55. 55. Pervasive Mobile Life – The Vision Community: sharing, communicating, cooperating Outdoor intelligent spaces: transport systems, urban planning and others Indoor intelligent spaces: home network, office network, hospital network and others Connected intelligent vehicles 55
  56. 56. e-Call Initiative – Intelligent Connected Vehicles The European Commission will mandate car manufacturers to build in- vehicle emergency call systems, or e-Call, into all new cars as a standard from 2010. By 2017, 100% of all the 17 million vehicles sold will be equipped with e-Call system. This is a new world of SIM-enabled cars ready for new vehicle mobile services. 56
  57. 57. M-ticketing, m-parking – Outdoor Intelligent Spaces Mobilkom Austria offers m-parking services. TeliaSonera and Västtrafik offer traffic info and m-ticket to users Requesting info/ Purchasing ticket to The Smart Posters Receiving info Or tickets 57
  58. 58. ZigBee Alliance – Indoor Intelligent Spaces • “The ZigBee Alliance is an association of companies working together to enable reliable, cost-effective, low-power, wirelessly networked, monitoring and control products based on an open global standard.” (www.zigbee.org) • “The goal of the ZigBee Alliance is to provide the consumer with ultimate flexibility, mobility, and ease of use by building wireless intelligence and capabilities into everyday devices. ZigBee technology will be embedded in a wide range of products and applications across consumer, commercial, industrial and government markets worldwide. For the first time, companies will have a standards-based wireless platform optimized for the unique needs of remote monitoring and control applications, including simplicity, reliability, low-cost and low-power.” (www.zigbee.org) 58
  59. 59. Wireless Telemedicine – Connecting Communities Solution offered by eHIT, Finnish start-up 59
  60. 60. Conclusions Challenges Opportunities Market saturation Content Declining ARPU Industry Pervasiveness Players Economic Conditions Communities Actions Innovation and creativity Inter-organizations networks Consumer focus 60
  61. 61. Generating Unique Business Benefits with Wireless Broadband Alexander Michael Principal Consultant London, 19 June 2008
  62. 62. Contents • Why wireless broadband is becoming essential to businesses • Oil, Gas and Electricity • Government Services • Business Continuity • Questions & Answers 62
  63. 63. Contents • Why wireless broadband is becoming essential to businesses • Oil, Gas and Electricity • Government Services • Business Continuity • Questions & Answers 63
  64. 64. Many stakeholders within an industry create challenges and pain points for businesses today Environment Competitors Share- Customers Employees holders Suppliers Regulators/Government Communication technologies, particularly in some cases wireless Communication technologies, particularly in some cases wireless connectivity, facilitate the interaction to achieve operational objectives connectivity, facilitate the interaction to achieve operational objectives 64
  65. 65. Wireless broadband is no longer a nice-to-have, it is becoming instrumental in realising operational objectives Achieve quality Provide reliable control services Transportation & Logistics Oil, Gas and Manufacturing Electricity Minimise operational & maintenance expenses Consumer Facilitate Government Retailing information access Healthcare Provide cost effective Meet healthcare customer services expectations Wireless broadband, in particular, allows businesses to improve mobile Wireless broadband, in particular, allows businesses to improve mobile field force productivity and quality of decisions field force productivity and quality of decisions 65
  66. 66. Contents • Why wireless broadband is becoming essential to businesses • Oil, Gas and Electricity • Government Services • Business Continuity • Questions & Answers 66
  67. 67. Energy companies can effectively address many business challenges with wireless broadband • A political necessity to demonstrate corporate responsibility. Environment • Securing stable energy supplies is become a challenge. There is a need to find and exploit alternative (and sustainable) energy sources. • The energy monopolies are disappearing. With the introduction of Competitors competition, the energy companies must become cost efficient and customer focussed. • Politically motivated caps on profits are being replaced by shareholder expectations of high returns on investment. • To attract and retain customers, energy companies must transform their Customers previous customer engagement methods and become more responsive. • Customer requirements force energy companies into service level agreements with penalty clauses. • There is a push towards de-verticalisation in the value chain. Suppliers • New technologies have also enabled the introduction of micro-distribution, the emergence of alternative energy sources and even the move towards a smart grid concept. 67
  68. 68. Wireless broadband allows utility companies to generate business benefits by making the value chain intelligent Distribution Generation Trading Transmission Metering & Sales • Wireless broadband connectivity facilitates: • Mobile Workforce Management • Remote asset operations and maintenance for work dispatch workflows or monitoring for alarming and escalation activities • Video surveillance of critical infrastructure such as pipelines • Reliable backup communication networks • Wireless broadband allows energy companies to collate real-time information which in turn facilitates better quality decision-making processes 68
  69. 69. Energy companies must incorporate alternative sources of energy to its generation and transmission plants Electricity Generation by Wind Farms 50,000 45,000 Europe breakdown France 40,000 Portugal 3% Rest Generating Capacity (MW) 35,000 4% UK 12% 30,000 4% Germany 25,000 Italy 43% 4% Denmark 20,000 6% 15,000 Spain 24% 10,000 5,000 0 U Eu In e C Au O lia C ni hi th di an ro ate st te na a er a ra p d da St s Source: European Wind Energy Association, 2007 There is a need to provide reliable wireless connectivity to alternative There is a need to provide reliable wireless connectivity to alternative energy generation plants energy generation plants 69
  70. 70. Contents • Why wireless broadband is becoming essential to businesses • Oil, Gas and Electricity • Government Services • Business Continuity • Questions & Answers 70
  71. 71. Government investment is also increasingly oriented towards the realisation of “business” benefits Public broadband Healthcare access? Government Emergency and Transportation security services services Wireless broadband cities are successful when governments match their Wireless broadband cities are successful when governments match their desired outcomes with specific needs desired outcomes with specific needs 71
  72. 72. In Sweden, wireless broadband networks help overcome transportation and environmental challenges • Electronic Road Pricing Initiative • 2006 pilot test (IBM) • Objectives for the Initiative were to reduce traffic volume and emissions • Towards more intelligent transportation policies • Utilising the ubiquitous network to facilitate flexible road pricing options • Linking to Machine-2-Machine possibilities to meet other public service objectives • Public safety • Emergency • Traffic control 72
  73. 73. In Italy, wireless broadband is used to deliver public services and to bridge the digital divide • Turin: • A wireless broadband network was established to provide e-government services and public library access. • Bologna: • Positions its City-wide wireless broadband network to provide public safety services (e.g. managing video surveillance). • Any excess capacity can then be made available to commercial service providers or be provided for free for the city. • Molfetta: • Wireless broadband networks are used for real-time monitoring and management of traffic. The police is able to respond to incidents more appropriately. • Promotes Molfetta as the efficient business hub of the South The Italian government hopes to close the digital divide through wireless The Italian government hopes to close the digital divide through wireless broadband while also delivering public services broadband while also delivering public services 73
  74. 74. Contents • Why wireless broadband is becoming essential to businesses • Oil, Gas and Electricity • Government Services • Business Continuity • Questions & Answers 74
  75. 75. Wireless broadband is a fundamental part of a business continuity plan, as a back-up internet connectivity source • Many types of businesses (e.g. banks) are required by law to adhere to certain business continuity standards with provisions for communication network resilience • More and more companies adopt internet- centric business models • Amazon, Google … • Ryanair, Easyjet ... • Mission-critical applications increasingly rely on internet connectivity • Internet outages would result in immediate and serious revenue losses Wireless broadband technologies such as WiMAX can be a critical Wireless broadband technologies such as WiMAX can be a critical infrastructure element for business continuity purposes infrastructure element for business continuity purposes 75
  76. 76. Contents • Why wireless broadband is becoming essential to businesses • Oil, Gas and Electricity • Government Services • Business Continuity • Questions & Answers 76
  77. 77. Sample Case Studies High-level summaries of case work in the global mobile sector • Our client is a leading mobile operator in South East Asia. WiMAX market • Frost & Sullivan was responsible for: addressable market sizing in consumer strategy and and enterprise segments; competitive analysis; development of marketing launch support plans for each prioritized target segment; implementation plan development and proposed timelines • Our client is a leading telecom service provider in South Korea. Location-Based • Frost & Sullivan was responsible for: performing an in-depth study of the US Services market market in terms of players, services and technologies; identifying potential entry strategy LBS business opportunities; identifying potential customers based on competencies; recommending suitable market-entry strategy and business model. • Our client is a Tier 1 US mobile operator. Business audit • Frost & Sullivan was responsible for: undertaking a detailed assessment of of data the company’s strategy, technology roadmap, service features and go-to- solutions market model vis-à-vis current and projected market trends. • Our client was an innovative Scandinavian mobile operator. Internationaliza • Frost & Sullivan was responsible for: assessing international opportunities in tion strategy North America and the Middle East; assessing partnering and business model options; and designing a long term growth plan. 77
  78. 78. Our have deep and wide experience with organisations throughout the ICT space (examples) Fixed Tel and Internet Providers Mobile Operators • BT • CMCC/ GMCC • Orange Business Services • Orange • Telkom • SK Telecom • Tiscali • T-mobile • Verizon • Vodafone • Sprint-Nextel • US Cellular Vendors/ Integrators Network Security • Alcatel-Lucent • Blackspider • Avaya • Gemalto • Cisco • IBM (ISS) • Ericsson • McAfee • Motorola • Skyrecon • Nokia Siemens Networks • Symantec • Siemens Enterprise Collaboration Services Content Providers/ Aggregator/ Platforms • Genesys • AOL • HP Halo • Disney • Polycom • ESPN • Sony • Microsoft • Tandberg • Real Networks • Yahoo! 78
  79. 79. Our Consulting Services - Examples of typical assignments M&A, Corporate Broad Corporate/ Business Implementation of Best Partnering Unit Growth Practice Programmes Commercial Due Programmes Diligence Product Launch, New Competitive Intelligence Distribution Strategies Product Development, Forecasting R&D strategies Analytical Scope Geographic Expansion, Technology-related Organisational Market Entry Strategies strategies Development Value Chain Customer Strategies, Optimisation (incl. Sales Optimisation Segmentation Partner programmes) Specific Economic Strategies Branding, Positioning & Customer centricity & (Risk/return Pricing customer satisfaction assessments) Punctual, limited Role in strategic/ organisational change Partner/coach for implementation 79
  80. 80. For Additional Information Joanna Lewandowska Nils Frenkel Corporate Communications Sales Manager ICT Europe ICT Europe Joanna.lewandowska@frost.com Nils.frenkel@frost.com Sharifah Amirah Research Manager ICT Europe Sharifah.amirah@frost.com 80
  81. 81. THANK YOU 81
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