Trends in Telecoms November 2009 Rev B

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Trends in Telecoms November 2009 Rev B

  1. 1. TELECOMMUNICATIONS GOING FORWARD © Ericsson AB 2009 Comercial in confidence 1 Trends October 2009
  2. 2. Technological revolution Five technological revolutions Propagates in two different periods in 240 years INSTALLATION DEPLOYMENT IT & telecommunication Turning point Automobile, oil & mass production Steel & heavy engineering More efficiently solving Applying paradigm to Steam, coal, iron & railways old problems - winners innovate across society – among old players new winners The industrial revolution Time 20-30 years 20-30 years Source: Professor Carlota Perez Universities of Cambridge, Tallinn and Sussex Broadband at turning point © Ericsson AB 2009 Comercial in confidence 2 Trends October 2009
  3. 3. Telecoms role growing in society Broadband Everywhere – our society’s new highways Internet goes mobile 2009-2050 Communications for all - bridging the digital divide Broadband from “installation” to “deployment” Sustainability in focus for ICT Exciting opportunities © Ericsson AB 2009 Comercial in confidence 3 Trends October 2009
  4. 4. Present trends Consumers want mobile internet Consumers Devices, from smart to low-end Usability, applications All IP and convergence Networks & architecture Cloud computing Could re-define industry landscape Asia growing in importance The world around us Changing vendor landscape Economic crisis impacts all parts of society © Ericsson AB 2009 Comercial in confidence 4 Trends October 2009
  5. 5. Strategic Directions for Operators Differentiating services New Services Interoperable Existing communication Services services Existing New Markets/Customers Markets/Customers © Ericsson AB 2009 Comercial in confidence 5 Trends October 2009
  6. 6. Some questions remain Will it do to broadband what mobile did to voice? Will it change the way we work? © Ericsson AB 2009 Comercial in confidence 6 Trends October 2009
  7. 7. We believe Yes it will ! Because: The fully allocated production cost of a HSPA 7.2 Mbit/s network is 1 € per GB. The fully allocated NW cost on HSPA is on par with or better than DSL! . Even for an incumbent operator with good quality copper network in a best effort BB scenario HSPA sites with 10Mhz spectrum and MIMO can handle highly populated cities like Tokyo, Paris or NY city. Traffic shaping can handle p2p To win you have to handle demand ! © Ericsson AB 2009 Comercial in confidence 7 Trends October 2009
  8. 8. Telstra: + speed = + data = + revenue © Ericsson AB 2009 Comercial in confidence 8 Trends October 2009
  9. 9. Competing in speed and price ! Price elasticity revisisted: Going from 150% to 100% would double penetration (30 to 60%) © Ericsson AB 2009 Comercial in confidence 9 Trends October 2009
  10. 10. SAM Facts & Figures MOBILE BB IN FOCUS - With aggressive campaigns and offerings, operators offer true flat rate Convenience Flat fee Speed Operators focus on speed and ease of use (Claro, All operators offer true flat rate at 21- Claro communicate 1,8-3,2 Mbit/s, Personal), coverage (Claro), mobility (all) flat rate 48 USD/month Personal 2 Mbit/s (Movistar), prepaid (Claro, Movistar) and price (EntelPCS) © Ericsson AB 2009 Comercial in confidence 10 Trends October 2009

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