Mr. Antonio Robalo de Almeida, the former General Inspector for Portugal Telecom, sharing your insights about ICT industry and Telecom Market

1. A Set of Issues,
Trends and Personal
Overview of ICT
Industry
Antonio Róbalo de Almeida • Dhaka • 14.07.2017

2. Overview
An economist's view
With European vision
A set of issues, Trends, and my
personal opinion
“Not too late”
Norah Jones

3. The Difficulty Lies not so
Much in Developing new
Ideas as in Escaping from
Old Ones
John Maynard Keynes

4. The Main Pillars
Don't forget, other things are complementary
Digitalization Mobility
Virtualization Boradband

5. From Telecommunications to
Digital Economy
1) New Ecosystem: Telco is Gone, Digital Economy
is Here
1. Content Rights
Video, Short video, Music, Gaming
Time Warner, Bloomberg, Disney

6. 2. Online Services
Retail: Amazon, Alibaba
Travel: Booking.com
Video: Netflix, Youtube
Music: Spotify
Social community: LinkedIn, Facebook, Twitter
Communications: Skype, Whatsapp, Snapchat
Search: Google, Firefox
Info of reference: Google maps
Cloud services

7. 3. Enabling Technology/Services
Design of Hosting
Management Bandwidth / Content delivery
(Core Network Intelligence, CDN’s, Content Optimization)
Advertising (online services)
Internal Analytics (Google ads, cambridge)
Payment Platforms (Paypal, Visa 3D)
4. Connectivity
Mobile
Fixed
Satellite

8. 5. User Interface
Hardware Devices
Smart phones, PC’s, Tablets, wearables, Smart TVs, STB, Game
consoles
Systems & SW
Operating systems (iOS, Microsoft, Android)
Cisco
McAfee

9. 2) GDP: A Growing reality (Europe)
7.5% of global GDP (2020)
40% of contribution to growth of global GDP (2010 - 2020)
13x growth rate of total GDP
Job creation: 3M additional Jobs

10. 3) Explosive Growth
All connected
Smart device growth (all type)
Change in usage (Video 75% in 2019)
Faster Networks
Growth of Data consumption

11. 4) Vertical Markets (Europe 2020)
Connected Cars
Car sharing (Brn), Smart Traffic (Lis), Driverless cars, better
navigation
8 bn
Smart Cities
Smart metering, remote control of building, garbage, traffic flows,
tools
43 bn
OLD CITIES WILL DIE

12. Industry 4.0
Virtual design of products, remote control, full automation
production, Robots (O.M)
50 bn
Smart Homes
Lighting and equipment control
20 bn
Health
Vital signs control, weight control, chronic disease management
5 bn
Wereables
5 bn

13. Retail
Smart vending, stock management, targeted advertising
15 bn
Logistics and Transport
Fleet management, location & conditions, traffic & passenger
management
20 bn

14. If You Don't
Understand Vertical
Markets, You are
Out of the Market

15. 5) Cloud
More than a storage world
A changing way of working
Data Centers (Mandatory, like an essential facility)
6) Social Networks
More than just a messaging groups
A communication weapon
An advertising and sells machine (Fb)
A news channel

16. 7) Network Challenges (Europe)
Requirements
Growth of number of users: around 100 M in next 5 years
Change in usage (2019): Video 75%
Connected devices: 8.5 bn (2019)

17. Demands
Capacity: Mobile 10X, Fixed: 3X
Latency: <40 ms for many future apps (Connected cars)
Growth: Network Reconfiguration
Security or Reliability for IoT: Critical for real time applications (i.e
Driverless cars:
Spectrum for IoT: New bands in high and low frequencies
Software Defined Networks (SDN)
Network for IoT (i.e): Narrow Band
Network Functions Virtualization (NFV)
Which will be role of traditional vendor?
The economist

18. Zoo: Old infrastructure,
patchwork of different
technologies, systems,
suppliers => Disconnection

19. 8) New Regulation (Europe)
Roaming like at home
Geo blocking
Trust
Privacy
Data Protection
“Wholesale only model”

20. 9) 5G will Change Dramatically Digital Economy
Landscape
It's possible to start building 5G network
Deploy IoT/Low latency common infrastructure, crescent need for
standards. Operators, SPs and other spectro will arrive later
Play 5G differently: It is like cable business (District / Regional basis)

21. 10) Traditional Business is Gone and the Remaining
will go as well
Voice: Skype
Messaging: WhatsApp
Under Threat:
TV: Netflix
7X growth of TV on demand Vs Traditional TV
ID: Facebook, Apple

22. 11) Innovation
Innovation and Startup are key for digital economy development
even Apple
Business partnership
Ott: Skype, Netflix
Online commerce: Amazon, Alibaba

23. 12) Players
Telecom operators are sitted on a mountain of debt (Annual
revenue < Debt)
Market capital concentration
Telco: 34%
OTT: 50%
Traditional telco are not profitable enough (Auctions, share
buyback, wrong investments, efficiency)
OTT and Startup are on the front line

24. Whos the Boss / Who has the money?
1. Apple
3. Microsoft
4. China Mobile
5. Google
6. Cisco
10. Oracle
14. Samsung

25. 13) People and Society Changed a Lot
Customers have different needs
Customers think and act differently

26. Social Values
Individuality (Lifestyle)
More acting
Privacy
Ecology, Green, Smart, Sustainable
Simplicity
Social Structure
Aging society
Growth of social disparity
Heterogeneous families
Multicultural
Women, main changing driving force

27. Life
Constant mobility
Power to consumer
Digitalization of leisure
Flexible job, but insecure
Learning lifetime
Multiple ways to communicate

28. Customer is Already Digital
55% Shops sealed online
50% From mobile
36% Only Social media networks
Always on
Anytime: 3X day is online
Anywhere at least 3 (Home, Car, xx)
Multi: at least 3 (Smartphone, tablet, pc)
This is visual
Inefficient (Number of times touch smartphone)
Men: every 23 minutes
Women: every 26 minutes

29. Don't leave home without smartphone
Smartphone for other tasks (Music, Tv, movies, press, books, games)
At same time: TV, Tablet, Smartphone
Currency:
Bitcoin, Airtime
Mobile money, mobile wallet (Norway)
People is googling more that 1 time per day
Interactive shop (John Lewis - UK)

30. 13) And Bangladesh?
New telecom sector, better say digital economy can help Bangla
economy to be more efficient and to compete in a world scale
Smart agriculture
Smart Cities
Industrial Clusters (Robotics)
E-health
It is a different concept, a different marketplace
Modernize not only telecommunications, and more important the
country
Be part of the country's front runners that will introduce 5G

31. A project for
Bangladesh Digital
Economy, For Better
Living

32. 14) Customer Care reflections
Don't forget you have two customers: Operator and customers
(consumer and corporate), look at LTC customers.
Look at network challenges
Look at customer's needs
More emphasis on quality of service “Vs” product diversification
Your customer give instant and continuous feedback. Act in
advance
Telco customers are not loyal
Brand customer care differently
Give more of You (Consumers)
Connect your vision (Business)

33. Additional Information
Follow up other leadership contributions:
https://www.linkedin.com/in/cayobetancourt/
Contact details:
contact@cayobetancourt.com