Mbr   Asia Mobile Market
Upcoming SlideShare
Loading in...5
×
 

Mbr Asia Mobile Market

on

  • 1,727 views

If Mobile Telecoms products or services is your business, where should you be looking ?

If Mobile Telecoms products or services is your business, where should you be looking ?

Statistics

Views

Total Views
1,727
Views on SlideShare
1,714
Embed Views
13

Actions

Likes
0
Downloads
75
Comments
0

4 Embeds 13

http://www.linkedin.com 7
http://www.slideshare.net 4
http://www.lmodules.com 1
https://www.linkedin.com 1

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Mbr   Asia Mobile Market Mbr Asia Mobile Market Presentation Transcript

  • If Mobile Telecom products or services is your business, where should you be looking ?
  • Overview Ever since its inception, the surprising growth of the worldwide mobile market—both in terms of subscriber numbers and the scale at which new and interesting services are being World Wide Subscribers introduced and taken up—has repeatedly surpassed expert estimates. By end-2008, there were nearly 3.9 billion mobile subscribers worldwide and it is expected that in 2013 this number will reach close to 6 billion. Figure 1: Worldwide Subscriber Base (In Million, 2006 – 2013F) 6000 Worldwide Subscriber Base (In Million, 2006 – 2013F) 5,492.7 5,800.1 By end-2008, there were 5,148.1 5000 4,766.5 nearly 3.9 billion mobile Subscriber Base (In 4,344.8 3,892.6 subscribers worldwide and it is 4000 3,334.3 expected that in 2013 this Million) 2,725.2 3000 number will reach close to 6 2000 billion. 1000 0 2006 2007 2008 2009F 2010F 2011F 2012F 2013F Year Source: Portio Research Ltd. F – Forecasted In the initial years, the growth of wireless services was primarily restricted to the developed markets of The worldwide mobile market with grown rapidly in theadoptedwireless market expanded its 3.9 billion by attracting has last five years. Declining handset By end-2008, there were Europe and North America. As prices fell, the by telecom regulators prices and voice tariffs, along favourable policies nearly reach mobile new subscribers in the developing significant increase in America, Africa and Middle East, and Asia Pacific. worldwide, have acted as factors driving a regions of Latin the subscriber base. subscribers worldwide and it is expected that in 2013 this ! Keythe initialmarketsthe Europe of wirelessAmerica. was primarily restricted to the Brazil have also pickedtoup pace. In Latin American marketsNorth services developed years, of growth and such as Argentina, Venezuela and number will reach close 6 billion. ! Conversely, the wireless market expanded its reach by attracting new subscribers in As prices fell, many advanced European markets have almost reached saturation and growth in these markets is gradually tapering off. Middle East, and Asia Pacific. the developing regions of Latin America, Africa and ! Today, the Asia Pacific region is growing the fastest in terms of the number of mobile Atsubscribers.of 2008, American markets —such as Argentina, stood at and Brazil— percent. the end Key Latin worldwide mobile penetration Venezuela nearly 57 Today, the Asiaup pace. region is growing the fastest in terms of the number of mobile subscribers. have also picked Pacific ! Conversely, many advanced European markets have almost reached saturation and growth in these markets is gradually tapering off. ! At the end of 2008, worldwide mobile penetration stood at nearly 57 percent.
  • ASIA’s Contribution Mobile Factbook – June 2009 Asia Pacific will continue to be the largest contributor to the worldwide mobile subscriber base till 2013. Currently, China and India are leading in terms of subscriber growth, and Currently, China and India are these two burgeoning markets have helped the Asia Pacific region to gain the title of ‘World leading in terms of subscriber Mobile Factbook – June 2009 Mobile Leader’. In 2008, subscribers of the Asia Pacific region formed nearly 44 percent of growth, and these two Mobile Factbook – June 2009 the worldwide subscriber base. burgeoning markets have Asia Pacific will continue to be the largest contributor to the worldwide mobile subscriber helped the Asia Pacific region base till 2013. Currently, China and India are leading in terms of subscriber growth, and Currently, China and India are these two burgeoning markets have helped the Asia Pacific region to gain the title of ‘World to gain the title of ‘World Table 1: Regional Mobile Subscribers (In Million, 2006 – 2013F) Figure 3: Worldwide Subscriber Base – Regional Contribution (2008)1 leading in terms of subscriber Mobile Leader’. In 2008, subscribers of the Asia Pacific region formed nearly 44 percent of Mobile Leader’. growth, and these two the worldwide subscriber base. burgeoning markets have helped the Asia Pacific region Mobile Subscribers (In Million) 43.9% to gain the title of ‘World Figure 3: Worldwide Subscriber Base – Regional Contribution (2008)1 7.6% Mobile Leader’. Region Worldwide Subscriber Base – Regional Contribution (2008) 2006 2007 2008 2009F 2010F 2011F 2012F 2013F 43.9% 7.6% 11.2% Europe 823.0 912.1 974.4 1,009.5 1,034.5 1,054.6 1,070.7 1,083.7 25.0% 12.2% 11.2% Europe Asia Pacific North America Latin America Africa and Middle East Asia Pacific 1,070.7 1,381.8 1,709.4 1,987.8 2,249.6 2,487.6 2,701.5 2,890.7 12.2% 25.0% Source: Portio Research Ltd. 251.9 276.5 296.9 315.6 332.6 347.9 361.6 373.8 With operators mobilising to explore and capture potential markets in the developing East Europe Asia Pacific North America Latin America Africa and Middle North America nations, it is expected that Asia Pacific will house nearly 50 percent of the worldwide mobile subscriber base by end-2013. Source: Portio Research Ltd. Latin America 304.1 374.2 436.0 487.4 536.7 581.9 623.0 659.9 With operators mobilising to explore andRegional potential markets in the developing capture Contribution (2013F) Figure 4: Worldwide Subscriber Base – nations, it is expected that Asia Pacific will house nearly 50 percent of the worldwide mobile subscriber Worldwide Subscriber Base – Regional Contribution (2013F) base by end-2013. Africa and 275.5 389.5 475.8 544.5 613.0 676.0 735.8 792.0 49.8% 6.4% Figure 4: Worldwide Subscriber Base – Regional Contribution (2013F) Middle East 2,725.2 3,334.3 3,892.5 4,344.8 4,766.4 5,148 5,492.6 5,800.1 49.8% 6.4% 11.4% Total 13.7% 18.7% Source: Portio Research Ltd. Regional Mobile Subscribers (In Million, 2006 – 2013F) 11.4% Figure 2 below is a graphical representation of Table 1 above. Europe Asia Pacific North America Latin America Africa and Middle East 13.7% 18.7% Source: Portio Research Ltd. Figure 2: Regional Subscriber Base (In Million, 2006 – 2013F) F – Forecasted Europe Asia Pacific North America Latin America Africa and Middle East Asia Pacific will continue to be the largest contributor to the worldwide mobile subscriber base till Source: Portio Research Ltd. 2013. Currently, China and India are leading in terms of subscriber growth, and these two burgeoning 3000 F – Forecasted Mobile Subscribers (In Million) markets have helped the Asia Pacific region to gain the title of ‘World Mobile Leader’. In 2008, 2500 1 NOTE: The figures may not add up to 100 percent because of rounding-off errors. subscribers of the Asia Pacific region formed nearly 44 percent of the worldwide subscriber base. 2000 8 © 2009, Portio Research. All Rights Reserved 1500 1 NOTE: The figures may not add up to 100 percent because of rounding-off errors. With operators mobilizing to explore and capture potential markets in the developing nations, it is 1000 expected that Asia Pacific will house nearly 50 percent of the worldwide mobile subscriber base by 500 8 © 2009, Portio Research. All Rights Reserved end-2013. 0 2006 2007 2008 2009F 2010F 2011F 2012F 2013F Year Europe Asia Pacific North America Latin America Africa and Middle East
  • SMS and MMS Mobile Messaging Mobile Factbook – June 2009 6 Table 8: Regional SMS Traffic (In Billion, 2006 – 2013F) SMS Traffic (In Billion) Region 2006 2007 2008 2009F 2010F 2011F 2012F 2013F Asia totally dominates, this is inescapable. Over the next five years Europe 329.0 425.0 465.0 537.6 598.8 657.1 735.7 791.1 and beyond, Asia will account for half the world’s mobile subscribers, half the Asia Pacific 967.7 1,605.3 2,102.5 2,444.9 2,649.7 2,890.0 3,069.5 3200.1 handset sales, almost half the messaging revenues, and well over half of all the 198.2 373.1 624.6 756.4 847.3 882.7 899.7 904.1 North America messaging traffic. On a global scale, the future of mobile messaging is an Asian Latin America 116.9 152.4 191.0 250.2 286.4 317.9 337.3 350.1 story – what happens in Asia will define Africa and 50.6 70.1 104.2 132.2 160.6 185.9 209.7 226.3 the future of mobile messaging. Middle East Regional SMS Traffic (In Billion, 2006 – 2013F) Source: Portio Research Ltd. Table 9: Regional MMS Traffic (In Billion, 2006 – 2013F) A few years ago it seemed as though everyone in the mobile industry was convinced SMS would be in decline by now, and still SMS doesn’t get much glory from network operators, yet SMS is the mainstay of non-voice revenues MMS Traffic (In Billion) and will remain that way for many years to come. In full year 2008, SMS generated a staggering USD 89 billion in worldwide revenues, and 2008 figure will grow to pass the USD 100 billion mark in 2010. Region 2006 2007 that 2009F 2010F 2011F 2012F 2013F While many believe 12.6 SMS prices may be in danger of commoditizing, they still have room to move and maintain Europe 8.8 that 15.7 20.6 26.2 31.5 35.7 40.1 profitability, as SMS is still so fast growing and highly profitable. We wholly believe that SMS is at the heart of the action Pacific mobile 28.9 41.8 - SMS is 64.5booming 83.3 100 billion market - and yet for most of the last few years Asia in the 13.0 industry 53.0 a 75.2 USD 90.3 MNOS have shown little interest in the service. As SMS use worldwide doubles over the next few years, operators need to work with vendors to deliver a broad array of innovative new SMS services. 4.0 6.8 13.2 17.1 20.5 24.1 27.4 29.1 North America In the mature and highly developed markets of Europe and North America, SMS will likely evolve into SMS 2.0; Latin America 1.6 1.8 2.3 3.1 4.2 5.5 6.4 6.8 SMS will probably find its way into enterprise applications; mobile e-mail may proliferate throughout the enterprise space and grow in the consumer space; mobile IM may grow vigorously and messaging revenue should continue Africa and to grow East a steady clip. All this looks likely in mature markets, but the real story is always going to be in Asia, Middle at 0.7 1.4 1.9 2.7 3.4 4.4 4.9 5.4 where hundreds of millions of new users will come online every year and use just one non- voice service – SMS.
  • Mobile Factbook – June 2009 Significance of Data Figure 11: Value-Investment Mapping of Data Services Bubble size correlates to importance of usability High “Star” Performer Promising Challenging While SMS is the unchallenged star performer (low on investment, high on Importance of Perceived Value perceived value and moderate in need for usability), services such as mobile banking/payments and mobile TV are challenging to develop because the need for investment in these services is usually quite high. Low High Need for investment SMS MMS Email/IM Games Full-track music Mobile Interent UGC TV Banking/payments Caller Tones Value-Investment Mapping of Data Services Source: Portio Research Ltd. While SMS is the unchallenged star performer (low on investment, high on perceived value Operators need for usability), services such as mobile banking/payments and mobile and moderate in worldwide are offering some form of data service or other and are constantly trying to fortify their challenging to develop because the needThat said, these services is dangerous to foray into offering new data services TV are data services portfolio. for investment in it may be usually quite high. without considering their feasibility. Different data services demand different degrees of resources and Further recommended reading: involvement from the operator – as is depicted above. Strategies for Driving Data ARPU WithIM, music downloads, mobilestrategies for voice services, report is loaded are looking for ways to increase non-voice email, increasing pressure on non-voice mobile services operators Analyze best practice go-to-market TV and much more. This long-awaited including mobile ARPU. Efforts have help you understand how to develop class-leading mobile with valuable information that will been made by MNOs in both developed and emerging markets to find products data services. Purchase this report now and you also receive our previous report on this and services which can enable them to stem the decline in ARPU. subject as a bonus, free! The operators in developed markets have understand MNO high-speed networks to provide multimedia Ranking the World’s Best Mobile Operators: New ways to measure and performance, beyond revenues, subscribers and ARPU leveraged services; whereas in low-ARPU markets – understanding the constraints of the availability of high-end This ground-breaking report delivers comparative analysis of the performance at 204 major handsets –using ten all-new measurements. Exposing the limitations of using service offerings and are providing text-based data MNOs worldwide MNOs have focused on innovating with traditional key performance indicators to compare MNOs operating in radically differing servicesmarket study creates a previously unavailable level-playing field to fairly judge markets, this and ring-back tones. and compare MNO performance and to truly identify the world’s ‘best’ MNOs. INCLUDES a total of 33 MNO case studies outlining strategies used to succeed, and how to emulate them – covering MNOs in all world regions. Essential reading for ALL in the mobile space and
  • 2008 2013F Year Mobile Factbook – June 2009 The following figure shows the contribution of various regions to worldwide mobile entertainment revenue in 2008. Mobile Entertainment Source: Portio Research Ltd. F – Forecasted Figure 16: Worldwide Mobile Entertainment Revenue – Regional Contribution (2008) Mobile Factbook – June 2009 The following figure shows the contribution of various regions to worldwide mobile Table 10: Mobile Entertainment Revenue – Regional (In USD Billion, 2006 – 2013F) entertainment revenue in 2008. 34.2% Figure 16: Worldwide Mobile Entertainment Revenue – Regional Contribution (2008) Mobile Entertainment Revenue (In USD Billion) 9 ! Worldwide Mobile Entertainment Revenue – Regional Contribution (2008) 16.9% 42.5% 34.2% Region 2006 2007 2008 2009F 2010F 2011F 2012F 2013F 6.4% Asia Pacific Europe North America Rest of the World Europe 4.2 6.1 8.2 10.2 11.2 12.1 13.0 13.8 16.9% 42.5% Source: Portio Research Ltd. In 2008, approximately 94 6.4% percent of the worldwide Asia Pacific 5.1 7.5 10.2 12.3 14.4 16.3 18.0 19.6 mobile entertainment revenue The expected regional break-out is unlikely to change significantly in 2013, with Asia Pacific came from three regions: and Europe continuing to be theEurope revenue generators. However, the contribution of Asia Pacific leading North America Rest of the World Asia Pacific and Europe to the total pie is expected to decline. Europe, North America and Asia Pacific. 2.0 3.1 4.0 5.0 6.0 7.0 8.0 8.9 North America Source: Portio Research Ltd. In 2008, approximately 94 Figure 17: Worldwide Mobile Entertainment Revenue – Regional Contribution (2013F) percent of the worldwide Rest of the mobile entertainment revenue The expected regional break-out is unlikely to change significantlyContributionAsia Pacific Worldwide Mobile Entertainment Revenue – Regional in 2013, with (2013F) came from three regions: World 0.6 1.0 1.5 2.0 2.4 3.1 3.9 4.8 and Europe continuing to be the leading revenue generators. However, the contribution of 29.3% Asia Pacific and Europe to the total pie is expected to decline. Europe, North America and Asia Pacific. 19.0% Figure 17: Worldwide Mobile Entertainment Revenue – Regional Contribution (2013F) Total 11.8 17.7 23.9 29.5 34.0 38.5 42.9 47.2 41.6% 29.3% Source: Portio Research Ltd. 10.1% Mobile Entertainment Revenue – Regional (In USD Billion, 2006 – 2013F) 19.0% Asia Pacific Europe North America Rest of the World 9 NOTE: The mobile entertainment services revenue includes the total revenue generated by Mobile Music, Mobile 41.6% Source: Portio Research Ltd. Games and Mobile Video & TV services. F – Forecasted 10.1% In 2008, mobile entertainment services (including mobile music, mobile games and mobile grown gradually in the advanced mobile The use of mobilePacific video and TV Asia entertainment services has Europe North America Rest of the World services) generated revenues of nearly USD 24 billion worldwide. high speed networks and the availability of advanced handsets has made it possible for markets of Europe, Asia Pacific and North America. Technological progress enabling © 2009, Portio Research. All Rights Reserved 27 operators to provide subscribers with superior entertainment services. Source: Portio Research Ltd. FHowever, in other markets like Latin America, Africa and the Middle East (namely the – Forecasted Around 94 percent of the 2008 worldwide mobile entertainment revenue camethere remain three regions: Europe, Rest of the World region) from issues which need to be addressed before these North America and Asia Pacific. services can really take-off. The wireless markets in these regions are comparatively The use of mobile entertainment services has grown gradually in the advanced mobile markets of Europe, Asia Pacific and North America. Technological progress enabling high speed networks and the availability of advanced handsets has made it possible for operators to provide subscribers with superior entertainment services. 26 © 2009, Portio Research. All Rights Reserved Asia Pacific dominates mobile entertainment revenues, aided by However, in other markets like Latin America, Africa and thecountries such the huge subscriber base in Middle East (namely the Rest of the World region) there remain issues which need to be addressed before these as China and India, and the highly advanced mobile markets of Japan andtake-off. The wireless markets in these regions are comparatively services can really South Korea. In the field of mobile entertainment, mobile music emerges as the star performer; nearly half of the mobile 26 © 2009, Portio Research. All Rights Reserved entertainment sector’s revenue in 2008 was generated from mobile music services.
  • Digital Music in ASIA By the numbers....... Digital music (i.e. online and mobile) will outsell physical music in Asia. This year India and South Korea have already crossed over. Globally, online and mobile music sales will represent more than 60% of all music retail sales by 2009. Almost 50% of all music purchases in Asia in 2006 were digital, of which 85% were sales of mobile music e.g. Caller Ringback Tones, OTA tracks, ringtones Asian music sales will continue to be dominated by mobile music which will comprise 75% of all music purchased by 2009. Asia Pacific will generate more than 40% of all mobile music sales globally in 2009. While mature markets like Australia and the United States will see growing online music revenues at 1:1 online:mobile or greater, emerging markets will be virtually 100% mobile oriented.
  • We will help you get there ! www.mbrglobal.com