8. 電信收入分析
3,000
Total Telecoms Revenue (US$ billion)
Africa & Middle East
2,500 South America & Caribbean
Developing Asia
2,000 Developed Asia
Europe
1,500 North America
1,000
500
0
1998
2000
2002
2004
2006
2010
2012
2014
2008
隨著電信技術之演進，世界各地之電信收入在十年內 會
成長為二倍
8
9. 2G 與 3G 網路服務概念圖
2G system PSTN
SSS
(Voice)
BSS
GPRS Internet
2.5G
system
WAP
UTRAN U_MSC
VPN
3G
system
2G 與 3G system 在主要服務項目差異不大，但在傳輸速
率及計費方式上較有彈性 9
10. 2G 電信網路
( 語音為主，使用 circuit 模式）
Traditional value chain split in the market
End Network Portal - Content
Service
User Operator Provider Community Provider
Provider
100%
100%
80%
72%
60%
40%
20%
23% 3% 2%
Source: Arthur D. Little / Lucent Technologies
0%
2G 之網路系統業者以語音計時之收入為主要之利基
10
11. 3G 電信網路
( 資料為主，使用 packet 模式）
Future value chain split in the market
End Network Portal - Content
Service
User Operator Provider Community Provider
Provider
100% The network operators must ensure that the content
100% will be accessed through their network - otherwise they
80% will miss out
60% Advertisement 38%
revenues
40%
12%
20%
25% 25%
Source: Arthur D. Little / Lucent Technologies
0%
3G 之網路則是提供網路、提供接取方式與提供足以吸
引客戶 之服務內 容為收入的主要方式，其中服務內 容
11
(Content Provider) 將是 3G 市場的勝負之關鍵因素
12. 2G 3G 服務內 容演進
Mobile Mobile Mobile
Message Computing Multimedia
2G 3G
Today Near Future Mid Term
- M-Business
- Push Info - Internet and Intranet
- Video conferencing
stock quotes access (Pull)
news headline - Full E-mail with - Enhanced information
airline updates graphic imagine etc. service
sports scores - Entertainment
- Multimedia (Push)
- SMS - File Trasfers - Mobile Tele-working
- WAP - Advertising - Remote Service
- Voice Health care
- Portal
Diagnosis
12
13. Top 10 Applications
(Europe Survey Q4 1999)
Students (900) Busines (1600)
• Fast Uni-Message • Fast Uni-Message
• Fast Network Access • Bargain Finder
• Bargain Finder • Fast Network Access
• Fast Web Browsing • Traffic on Route
• Location Based News • Fast Web Browsing
• Best Routing • Best Routing
• Translator • Fast E-mail
• Personalized News • Location Based News
• Traffic on Route • Breaking News
• Fast E-mail • Translator
Top 10 合佔 31 % 沒有 1 或 2 種 killer application
Multimedia 合佔 35 %
Location based Services 佔 26 %
13
14. In the Age of Mobility and Internet
today tomorrow
It’s all about
Integrated service
Separate service
Voice only or
Applications Voice and
Services - -
Internet services
anywhere, anytime,
without mobility anything
14
15. Average spend on Mobile Internet
25
20
US$/month
15
10
5
0
18 25 35 45 55 65 75 82 average
Age group
15
16. Mobile Business
mobile commerce
Mobile Banking/Brokerage
Interactive Shopping
mobile communication
Cinema Information & Reservation Mobile eMail/Fax Client (SNMP,
Online Auctioning POP3, IMAP4), Addressbook
Micropayment: Vending Machine Instant Messaging
Prepaid Recharger
Unified / Multimedia Messaging
mobile info-services mobile entertainment
Find the nearest ... (e.g. Gaming
Restaurant Finder) Gambling / Betting
News, Finance, Stock quotes
Travel Infos WAPCam, AV Streaming
City Guide
mobile services
Household Devices mobile office
Personal Security Systems Organiser
Video Surveillance Corporate Directory Services
Time Management
ERP, CRM Integration
16
17. Opportunities
-- Convergence of Mobile Segments
Integrated Mobile Services
converging the key areas of tomorrows mobile world
Mobile
Mobile Location
Based Portal
Commerce
Services
17
18. Location Based Service
• Maps: Where am I?
• Sights: What is close by?
• Shows: What Events are on?
• News: What is the Weather like?
• Traffic: Any congestion?
• Transportation: How do I get there?
• Hotels: Where can I stay?
• Parking: Where can I park?
• ……...
Multimedia detail information (Text, Images,
Sound, Video)
18
20. 3G 網路之服務內 容
Enterprise portal
Business
Wireless LAN
Location Service
E-mail
M-Commerce
Information
Entertainment Consume
r
Novelty
3G 之 Booming 必須有 Killer Application ，以上八
項之服務則是 3G Booming 之希望所在
20
Network and services 95% Portal, advertisements and content not very important
The new value chain definitely brings new opportunities, but also risks ! Network and services now 50%, but portal/advertisements and content is becoming more and more important ! Provide portal and let the content providers sit in your network (either yourself or partnering !)
You can see from the column that there are a wide variety of potential application categories for wireless portals. It will not be a case of a killer application but rather application cocktails. It is worth noting that whatever the cocktail mix there will be one critical ingredient - messaging. Wide-wide SMS traffic hit 3 billion messages a month by the end of 1999, according to the GSM Association. In Finland customers send an average of 40 messages per month, rising to 100 messages per month among teenagers. Telematics - remote control monitoring,configuration, diagnostics The exact application cocktail will then on a combination of….
You can see from the column that there are a wide variety of potential application categories for wireless portals. It will not be a case of a killer application but rather application cocktails. It is worth noting that whatever the cocktail mix there will be one critical ingredient - messaging. Wide-wide SMS traffic hit 3 billion messages a month by the end of 1999, according to the GSM Association. In Finland customers send an average of 40 messages per month, rising to 100 messages per month among teenagers. Telematics - remote control monitoring,configuration, diagnostics The exact application cocktail will then on a combination of….
