8171c13bd01
TRANSCRIPT
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WINGING IT Addressing new industr verticals could prove to be oreof a leap of faith than telecos operators anticipated
news in brief
3 TimelineA oud-up o om o thmajo to potd ou daly vc
.totaltl.com
COrPOrATe serViCes
7 Going globalemgg makt-admultatoal compa
ll povd a gogvu oppotuty otlcom opato ovth xt dcad.
neTwOrK sTrATeGies
10 Niche openingextg mol opatoa lkly to ap upth ulk o th UK’LTe pctum, ut th
could a oppotuty o a com to ak .
bUsiness & finAnCe
12 New verticalseuopa tlco look toadjact makt ogoth, ut thy couldtll tuggl to ot covu dcl.
sTATisTiCs
15 Prime numbersMagg vu,iPTV ArPU, ackhaul,mol capx,m-paymt admatpho ohp th Us.
leader coNteNts
Nik W Deputy Editor
Total Teleco
BusINess aNalysIs for telecoms professIoNals mAy 2012
it’ o thg to ay you’ gogto do omthg, ut t’ qut
aoth to actually go ahadad do t.
i that ot th ca thmot o u ould y o hav put ough guta pactc to comotaly o th oad to tadom( my dc, i ok my am juta i a gttg th hag o staay to Hav).
i th tlcom pac, th p-cpl patculaly ptt thdcuo aoud vtcal.
Havg pt plty o tm talk gup th oppotut o tappgh ouc o vu omcto lk M2M, ac, halthad automotv, om opato a
dmotatg that thy’v do
mo tha jut talk y lauchg poduct ad vc a dto add dmad o coc-tvty vc.
A ou toy o p.12 ho,ucc y o ma guaatdo th g tlco, ut t ay to hy thy a o k to makth mov. Th GsMA, o xampl,pdct th M2M makt could
oth a much a $1.2 tllo y 2020 th th automotv cto
alo accoutg o $202 llo;
Success is by nomeans guaranteedfor the big telcos
y th am ya Va lv 50%o th paymt t poc ll
cad out o mol dvc.A cla goth aa th. but
tlco tll d to tak ca ot toall to th pocatato tap.A Athu D. Lttl dcto DdLvy a, thy do ot actquckly to add th oppotu-t, ov-th-top (OTT) playpoaly ll. “Th OTT k couldpat tl th vtcal...[OTT compa] a xpmt-g,” h told Total Telecom ctly.
Adjact dut a y oma th oly ouc o vu o tlco though. Thcoctvty qumt o t-p ad mgg makta comg cagly oph-tcatd a thy tagt goth athom ad aoad. O p.7 look atho tlco d to adapt tho od to captal o thvolvg dmad.
i kpg th th oppo-tut thm, om ov a
ll g to pculat that th UK’othcomg LTe aucto may op th doo to makttat (p.10).
Th cacty o pctum ad thddg po o xtg playlmt th lklhood o a atoal opato, ut th could oom o a goal play too LTe vc tagtd atpcc ch, hould uch acompay llg to pad t
g. n
c l I c K H e
t o r e a d o
y o u r I p H o N e / I
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verizon.com/wholesale/globalsolutions Verizon Global Wholesale serves: Carriers - Wireless Providers -
ISPs - Cable Operators - Resellers© 2012 Verizon. All services are provided by Verizon in accordance with certai n rates, terms, conditions,
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3
tImelINe
pldgd to tu a lag poto
o th pocd to hahold.
...and sells bulk to Facebook Th ota gat lat ad t
ould ll 650 o th patt ad
applcato to facook o $550
mllo cah.
Indian instructions
etalat ad s Tl oddy th TrAi to kp th
ida mol opato op
utl th lcc a ocally
caclld o 7 sptm.
etalat, hch hut do vc
o 31 Mach, ad t ould
ual to comply.
O2 gets Wallet outUK mol opato O2 lauchd
m-paymt vc O2 wallt.
it pla to upgad th vc touppot nfC utu.
Voda threatens arbitrationMahl, Vodao thatd
to lauch tatoal
Business
Vodafone buys C&WVodao agd to pay $1.04
llo o Cal & wl
woldd, at ould- val
dd Tata Commucato
dcdd agat talg a o.
Th dal gv Vodao a
xd tok th UK ad a
tatoal cal tok.
City Telecom sells telco assets
Hog Kog’ Cty Tlcom
agd to ll t tlcom
opato t hom makt,
Caada ad Cha to pvat
quty-ackd Mtopolta Lght
Co o HK$5.01 llo (Us$645
mllo) od to ocu o t
TV oadcatg u.
Trouble at Nokia
At a pot ag that t t
ha haply doad, noka
ug to a €1.3 llo opatg
lo Q1, ad aoucd
acclatd cot cut ad pla to
dvt o-co at.
Facebook’s $1bn dealsocal tok facook agd
to pay aoud $1 llo cah
ad ha o mol photo-
hag applcato itagam.
AT&T sells Yellow Pages
AT&T aoucd th al o a
majoty tak t Yllo Pag
u to pvat quty m
Cu Captal Maagmt
o $950 mllo. Th Us tlco
ll ta a 47% tak.
Microsoft buys $1bn of patentsAOL agd to ll 900-plu
patt ad patt applcato to
Mcoot o $1.06 llo, ad
atato pocdg agat
th ida govmt ov t
toactv tax popoal.
LightSquared buys some timeUs Lghtsquad ha ttld
a outtadg $56.25 mllo
voc th imaat ad
okd a dal to upd
uth paymt ud th pa’
coopato dal utl 2014 togv t tm to cu gulatoy
appoval o t tould LTe
tok pojct.
Microsoft invests in Nookbookll ba & nol ad
Mcoot omd a jot vtu
th -ook pac. Mcoot
ll vt $300 mllo th
ut, hl ba & nol
ll cotut t nook -ad
at ad dgtal ook u.
EU probes UK m-pay plan
Th euopa Commo
opd a vtgato to th
popod mol allt vtu
A round-up of the ajor storiesin telecos in the past onth,as reported in our dail newsservice www..
t Vodao, O2 ad
evythg evyh th
UK, hghlghtg comptto
coc.
FCC OKs spectrum dealUs gulato th fCC gav
th g lght o th ta
o aoud $1 llo oth
o pctum om AT&T to
T-Mol UsA. Th pctumom pat o th akup o
AT&T’ ald takov d.
Brazil sets $2bn auction pricebazla gulato Aatl
aoucd t ha t a mmum
tagt pc o 3.85 llo a
(Us$2 llo) o th aucto o
2.5-GHz ad 450-MHz pctum
du to tat Ju.
Oi hikes capex
bazl’ O ad t ll vt 6
llo bazla a ($3.25
llo) t opato th ya,
up om brL5 llo 2011.
EU has eye on OTE Th euopa Commo ha
xpd coc ov th
Gk govmt’ gold ha
OTe, hch t ay gv t
too much po. Gc ha to
moth to pod.
DT, KPN eye withdrawals
Dutch Tlkom potdly
codg llg t Dutch
ut xt ya, a mov that could
a up to €3 llo. Mahl,
KPn may oload blga mol
opato ba, hch could
oth up to €1.8 llo.
Google stock splitGoogl t ahad th a tock
plt that ho up ky play’
ma 2012 www..
India mobile net additions Feb 2012, operator shares
New gures from the Telecom Regulatory Authority of India show that IdeaCelullar captured the largest share of obile arket net custoer additions inFebruar, closel followed b arket newcoer, Telenor-owned Uninor, whichwas one of the copanies to have its GSm licences cancelled at the start of thatonth. Etisalat, at loggerheads with authorities overs its decision to close downits Indian obile operations, unsurprisingl lost custoers.
Source: TRAI
Share in net addition
(Net Add. = 7,440,985)
I d e a
3 4 . 7 0 %
U n i n o r
3 1 . 4 8 %
B h a r t i
2 4 . 5 0 %
R e l i a n c e
1 3
. 0 8 %
V o d a f o n e
1 1 . 2 6 %
A i r c e l
1 0 . 6 7 %
V i d e o c o n
4 . 6 9 %
S i s t e a
3 . 1 2 %
B S N L
1 . 5 4 %
H F C L
1 . 1 7 %
m T N L
0 . 4 7 %
L o o p
0 . 1 5 %
S t e l 0 %
E t i s a l a t - 1 2 . 2 2 %
T a t a
- 2 4 . 6 1 %
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cotol o th compay. Co-
oud Lay Pag (alo CeO)
ad sgy b ach hold aoud
29% o votg ght, hl
chama ec schmdt ha 10%.
RIM restructure
rach i Moto xplog
t tuctug opto,
cludg th al o at o
lcg t opatg ytm.
it alo pvd th blackby
10 Os ad lauchd a pototyp
dvc to attact dvlop.
Mobile phone declineGloal hpmt o mol
pho dcld 1.5% tht quat o 2012 to 398.4
mllo ut, accodg to iDC.
smatpho hpmt up
42% to 144.9 mllo.
Lack of luxurynoka potdly talk to ll
t luxuy mol pho ad
Vtu to pvat quty m
Pma o aoud €200 mllo.
Big Apple
Appl’ ha pc o to $644
puhg t makt captalato
aov th $600 llo mak. Th
compay addd $100 llo to t
makt cap 28 day o tadg.
neTWORKs
Softbank awards LTE dealsnoka sm ntok ad
eco paatly aoucd
cotact th Japa’ sotak to
povd LTe tok qupmt.eco ll oll out th tok
majo ct, hl nsn’ a
tato ad mcoav ackhaul
dal alo clud a HsPA+
tok xpao lmt.
KPN bre buys
Th Dutch catl oc gav
KPn th go-ahad to acqu
compa od y rgg,
ut ad t ould vtgat
th tlco’ plad acquto
o rggogh at du to
comptto coc.
Level 3 CDN boostLvl 3 ha xpadd th capacty
o t gloal cott dlvy
tok to 5.6 Tp, up om
2.15 Tp 2010, ad ha addd
makt th Amca ad
saud Aaa to t ootpt.
Bharti launches LTEbhat Atl clamd to
ida’ t 4G opato h t
lauchd vc Kolkata.
LION2 goes live
fac Tlcom-ackduma cal ytm LiOn2–
coctg pat o Aca th
tatoal tok–a
tchd o.
StarHub begins LTE rolloutnoka sm ntok a
cotactd y staHu to oll
out t LTe tok amd
1800-MHz pctum ad to
mod t GsM tok.
EvEv starts spectrum sale
evythg evyh ha
appotd Moga staly to
hlp t ll a quat o t 1800-
MHz pctum, a qud ud
ul govg th 2010 mg
o Oag ad T-Mol UK.
Vodafone on re
A at a aclty rottdam
tuptd Vodao’ vc
th nthlad, actg aoud
a thd o uc.
Tele2 Dutch deal Th Dutch govmt aadd
Tl2 a €120 mllo xd
tlphoy dal. KPn a alo
th ug o th dal.
...and Baltic LTE plan Tl2 alo cotactd noka
sm ntok to oll out t
LTe tok etoa, Latva
ad Lthuaa.
tImelINe
BeN WINs plaudItsdespIte Q1 results
“Th a duty that
tuly challgd... ad
omtm cat gat
valu, ut that’ ot alaycogd,” ad Alcatl-
Luct ch xcutv b
Vaay h accptac
pch o th CeO o th
Ya tophy at th 2012
wold Vdo Aad.
Vaay coopd th
aad havg com top
o a poll o Total Telecom
ad. “w a lookg
to ovato to dal th
th quto o octy,lk g [u], lk th
xploo o vdo, lk th
cag dmad o popl
aoud th old,” h ad.
“To add y you
codc mo tha i
could hop o.” Codc
omthg vto a
lackg though. ALU’ ha
ll ollog th pulcato
o t t-quat ult ad
a do ov 10% c th
tat o th ya ad motha 75% ov 12 moth.
Alcatl-Luct potd a
d Q1 opatg lo o
€289 mllo ad a 12% ld
vu to €3.21 llo.
Vaay tadg y th
compay’ ull-ya opatg
mag ad cah tagt, ut
admt h ll hav a cla
v o potalty at th
d o th cut quat.
Chorus wins rural bre deal
fxd atuctu m Chou
ad t ll uld th majoty
o th cod pha o th n
Zalad govmt’ ual
oadad tok.
PeOPLe
Voda’s Combes joins SFRMchl Com, CeO o
Vodao euop, tppd do
to com CeO O fch
mol opato sfr. H ll
tak up h pot o 1 Augut.
NZ Telecom new CEO
Tlcom Cop appotdsmo Moutt a t ch
xcutv, ctv 1 sptm.
Moutt, cutly CeO o
Aucklad itatoal Apot,
ha pvouly hld ol at
Tlcom, cludg that o COO.
Telenor chairman goesHaald novk ll g a
chama o Tlo at
a dagmt th th
noga tad ad duty mt ov th al o TV2.
Sony conrms job losses
Japa’ soy ll cut 10,000 ta
oldd ud a vval pla
uvld y CeO Kaz Ha.
Yahoo names consumer headssam shaug ad Moll
splma ll co-lad Yahoo’
coum commc u,
o o th th plla o t
copoat tuctu.
New CFO for Tellabs Tlla appotd Ad
szaa om bPO m APAC
Cutom svc a t
ac ch.
Optus to shed jobsAutala’ Optu ad t ll
cut 750 jo a pat o a pla
to tuctu th u ad
oot ccy.
4 www.. ma 2012
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Together, Telcordia and Ericsson can help you realize value
through unparalleled efciency and customer experience
with the industry’s foremost capability in operations and
business support systems. Because perfect moments
begin with an outstanding experience.
ericsson.com/telcordia
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Organised by: Founding Partner: Sponsored by: Asia ICT Partner:
Media Partner:
www.asiacommsawards.com
Asia Communication Awards 2012
Celebrating the success of Asian telecoms, globally
The fnalists...
asia • communication • awards
Best Business Solution• Blackberry
• Lavastorm Analytics
Best Cloud Service• CITIC Telecom International CPC
• SingTel
• Verizon Global Wholesale
Best Content Service• CSL Limited
• 3 Hong Kong
• PCCW
• StarHub
• Ufone
Best Mobile Strategy • Blackberry
• Comviva - Comviva mobiquity mTicketing
• Comviva - Comviva WebAxn Internet Apps
• SingTel
Customer Service Initiative• Avea
• Batelco
• Celcom Axiata Berhad
• Roshan
• Smart Communications
• Syniverse
• Ufone
CTO of the YearTo be announced on the night
Emerging Market Initiative• Comviva
• Ericsson
• Hutchison Global Communications
• Smart Communications
• Ufone
• ZTE
Green Technology Award• Ericsson
• Huawei
• Smart Communications
Innovation Award• Flytxt
• PCCW• SingTel
• Smart Communications
• YTL Communications
Operator of the Year• SingTel
• Smart Communications
• StarHub
• Telstra International
• Unitel
Outsourcing Provider of the Year• Aegis
• Ericsson
• Huawei• SingTel
Social Media Initiative• Avea
• Smart Communications
• Tulip Telecom
• U2opia Mobile
Vendor of the Year• Ciena
• Ericsson
• Huawei
• ZTE
Wholesale Operator of the Year• BT
• NTT Communications
• Pacnet
• Telstra International
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7ma 2012 www..
Eerging arket-based ultinational copanies will provide a growing revenueopportunit for telecos operators over the next decade. B m lnnighn
GoING GLOBAL
corporate serVIces
A d o multatoal t-p pgg oth om th
old’ mgg makt, g-g th t a pottal vu oppotuty o th tlcom opato that capovd th coctvty ad vcqud. Tlco ad though: tha tll challg to ovcom, admat vtmt tatg ad talodvc potolo a a mut.
i ida alo 2,200 compa ll
com multatoal y 2024, th thcouty ovtakg Cha tm o thum o multatoal compa(MnC) y 2018, svaa Addpall , sVPcopoat tatgy ad commucato,at ida’ Tata Commucato ad at ap ad aalyt vt Mach. “Tha multatoal comg om mg-g makt that a gog to dvlopdmakt ad oth mgg makt,” had, ptg th ult o a uvy o u lad dvlopd
ad mgg makt ( ox). Tata Commucato–hch ot oly povd tlcom vc to gloal u-, ut alo om pat o a amtoumgg makt-ad multatoalcoglomat tl– o o a um o tlcom opato k to xplot thmgg makt pottal. “Th amgg makt compa that agog gloal... w a ot th oly o,”ad Tata Commucato CeO VodKuma. Th 100 mgg maktcompa th fotu 500 2011, up
om 20 1995, 61 o hch a ad Cha, h addd.
emgg makt ll accout oUs$1.22 tllo, o 31.7%, o th total$3.86 tllo gloal iT pd (cludgcoum) 2012, accodg to Gat.
Th tlcom cto ll mak up75%–Us$920.6 llo–o th mggmakt gu.
“At th top d th good vdcthat th a mgg MnC that at
vc ad at thm at,” ay Ovumpcpal aalyt Davd Moloy. “Thcompa a typcally goal today ut poaly ug a atoal tlcompovd lk Cha Tlcom o ematl,”o xampl, h ay. “rght o thy amuddlg though, ut to to v
ya’ tm thy ll lookg o gloaltok uppot ad that’ h th’a g oppotuty o tatoal ca-,” Moloy pdct.
“emgg MnC...ll d gloal
vc uppot, tok pomac,accout maagmt ad poduct xp-t that ot may mgg opatoally hav; ho may ca do gloalaccout maagmt, a ll a goalhotd VoiP ad UC vc?” h ak.
stv ratho, VP gloal akgad acal makt, bT Aa Pacc,ag that compa th h mta “ud to okg th local (domtco goal) povd...[ad] that’ a chal-lg,” o compa lk bT. “Pat o [addg that challg]
vtmt,” ay ratho, althoughh ot that bT ll ot vt ollgout atuctu local makt Aa, ut ath patg th localplay.
“it may [alo] qu talog thpotolo,” to add mgg maktd, ratho xpla.
“w cotu to cad gloalxpao ot oly y ou multatoalcutom lookg to go Lat
Amca, ut alo mo ad moLat Amca tp xpadg
th th go ad yod,” ayMauo Cuzo, VP Lat Amca atOag bu svc.
“Th mot mpotat dc”t mgg ad dvlopd makt that th om “uy ad lla ot aly o ctly al to comtogth,” h ay, otg that th briCmakt accout o mo tha a quato th old’ lad aa ad 40% o t
populato. “etp om mggmakt hav acg dcult tua-to o may ya th hommakt, uch a complx gulatoy vomt, lack o atuctu adcuty, [ad] dog u motlocato,” ay Cuzo. “Th xp-c may a advatag h xpadgto makt h thy ll acmla otacl.”
Oag ctly ootd th capacty o t Lat Amca tok y 10 tmdu to dmad om multatoal t-
p cutom. “Th upgadd tok accommodat cutom’ d oxpadg hgh-pd oadad v-c, cludg MPLs, tatoaletht lk, ad vdo vc, uch atlpc,” ay Cuzo.
“At o lvl th a cla mla-t,” t th qumt o “tadtoal” MnC ad tho ad mgg makt, ay ratho. foxampl, thy a all ttd
okg th pat o a t-
atoal a, h ay. Hov, th
E M E R G I N G M A R K E T M U L T I N AT I O N A L S
Emerging regions: IT spending (US$ billions)
sh(%) caGr (%)2010 2011 2012 2013 2014 2015 2012 2011-2015
cing Hw 128.8 148.5 168.2 194.6 226.3 263.0 13.7 15.4
sw 28.7 32.8 36.7 40.8 45.3 50.1 3.0 11.2
It svi 77.6 88.8 98.3 108.4 120.2 133.6 8.0 10.7
tniin 785.3 861.8 920.6 974.6 1,023.3 1,070.9 75.2 5.6
t It, eging rgin 1,202.3 1,131.8 1,223.7 1,318.5 1,415.1 1,517.6 100.0 7.6
t It, Wwi 3,427.4 3,688.8 3,859.2 4,048.2 4,45.9 4,451.6 — 4.8eging mk It
% Wwi 29.9 30.7 31.7 32.6 33.3 34.1 — —
Source: Gartner (Deceber 2011)
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8 www.. ma 2012
corporate serVIces
a alo ky dc. i om ca,th compay ha patcula xpctatoad o t hom makt dyamc. foxampl, apd mol goth may mgg makt, ma that th g-
you-o-dvc td (Total Telecom+,novm 2011 u) “ha patcu-laly pvalt makt lk Cha adida,” h ay.
Mahl, Lau bo, pdt o al ad tatgy at Tata Commucato,chat th dc th ay compa- ad ida ad th UK, o
xampl, opat.UK cutom a “thkg a log-
tm ay,” h ay, udtakg a poco lcto a ya o thy d tomak a dco. “i ida, i ugcy ad i pd,” h ay. Th makt gog ad chagg vy quckly:“You’v got to ady o that.”
Ctg th ult o a Ovum uvy,Moloy ot that h t com tooutoucd PbX ad hotd iPT vc,“cptv a gcatly [hgh]
o compa Lat Amca,” tha
o Us m, o xampl, h ay. Thuvy alo vald a tog tt maagd vc, dpt th tll lmtdavalalty o maagd vc may mgg makt. emgg maktcompa “at uppot,” Moloy ay.
futhmo, mgg makt MnC“ll look o th alty to ma aly agl,” ay ratho, xplag thatth platom ad maagd vc bTca o ll al thm to t makt thout k o upot captalvtmt atuctu. som
compa, uch a tho opatg thacal vc pac, at to “t amakt o a plot a,” h ay.
ratho am Hog Kog-adokag ad vtmt goup CLsAa a xampl o a compay “lookgto oad th gogaphc amtoyod Aa-Pacc.” i Dcm thm aadd bT a £45 mllo cotactto povd a maagd voc, dataad tadg ytm oluto aco14 cout th Aa-Pacc, th UK
ad th Us.
“w d to al to adapt quckly,ad cal up ad do aco goga-ph a ay that maxm ou alty to z oppotut ad maag k,”CLsA CiO Thyagaajah rajah ad at thtm. “w dcdd to ga th qudcc y cooldatg ou commu-cato ad tok qumt tha gl gloal pat.”
O thg tlcom opato lookgto tak advatag o th mgg maktoppotuty d to aa o thatot all go ad ot all maktgmt a qual.
“it’ cla th makt oppotut a vad– AaPac a $500 llo iCT
oppotuty, Aca oly $50 llo–ovc povd d to lct thtagt,” ay Moloy. “You d to v mo caul ad dtctv aout
hch cto you tagt ad hat kd o vc you g to th makt,” h ay.“Pck th makt ad mak u youoluto a ally gog to ok otho cto.”
Moloy am th acal vcduty a a good xampl. “Th aom hug play” amog th majo
briC ak, h ot. Th a v gak Cha, ad th th ha jutaoucd t pla to t up opato Autala. “Thy a lookg to gt towt makt,” h ay.
bT’ ratho alo hghlght Cha’ac pac. Utl ctly, bT’ vt-mt tatgy a dv pmaly y txtg cutom’ ootpt. “emggmakt cutom [a] havg a togluc o o h ou vtmtd to ,” ay ratho. “icagly th luc comg alo om th
mgg MnC,” uch a tho Cha’ ac duty. “Thy aollog th Ch copoatcutom’ vtmt Lat Amca,o xampl,” h ay.
Mahl, Oag bu svc’Cuzo ha om od o advc oayo lookg to do u LatAmca.
“Tho th a y o ucc thmakt mut lxl ad ady toadapt to cotatly-htg ladcap,”
h ay. n
84% of copanies in eerging arkets are looking to other eerging arkets for growthopportunities and best practice lessons, according to a surve of 1,600 business leaders in a
variet of global arkets conducted b Vanson Bourne, on behalf of Tata Counications,in Januar and Februar 2012. The percentage was even higher aong Chinese executives, with 95% saing the are
looking at other eerging arkets. “Everone tries to eulate China, but Chinese executivesare saing ‘we want to learn fro other eerging arkets’,” sas Srinivasa Addepalli, SVPcorporate strateg and counications, at Tata Counications. The highest percentages of positive responses cae fro the business services, telecos,
IT and technology, manufacturing and nancial services sectors.When asked whether their organisation has considered operating in eerging arkets,
49% of respondents (fro both developed and developing arkets – see below) said thewere currentl looking into it, while 38% alread operate in those arkets. Just 5% said thehad considered such a ove but decided against it. Those who alread operate in eergingarkets or are considering it plan to increase investent in those arkets b an average of 36% over the next ear. All respondents were asked which eerging arkets the are considering expanding
into. China, India, Brazil and Russia topped the list, in that order. When emerging market
respondents onl were asked which countries the felt offered the ost growth opportunities,the top three were the same, but Russia only ranked eighth, behind South Africa, Malaysia, Taiwan and the UAE. “Eerging arket operators don’t reall think uch beond China,India and Brazil,” Addepalli notes.
When asked what factors would prevent their organisation fro entering an eergingarket, four in 10 respondents said the lack of a reliable counications infrastructure.Onl political instabilit, corruption and econoic uncertaint ranked higher. And when asked what characteristics the look for in a telecos supplier, 54% said
‘reliabilit’, 34% ‘securit’, and 33% ‘experience across ultiple arkets’. “The want aprovider that has global presence,” sas Addepalli.
1,600 respondents from companies from the Middle East, South Africa, Hong Kong, Singapore, India,China, France, Germany, the US and the UK took part in the survey. Half came from emerging markets(dened as the Middle East, South Africa, India and China) and half from developed markets.
Where next? Companies speak out on global expansion plans
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NetWorK strateGIes
fothcomg pctum aucto adth mov to LTe could chag thhap o th UK mol makt.
fc comptto may lmt thoppotut o tat to gaaythg mo tha a mall lc o thmakt, ut a comato o lmtdpctum avalalty ad v-cagcutom xpctato could puh thLTe cto om uxpctd dc-to. Ad th lxlty pomd y
holal u modl ll aumgat mpotac th comg ya.
“whl ould’t caly xpct atoal tat to com alog, may uth MVnO [mol vtualtok opato] o goal playmg og 4G vc to pccch aa [cludg] cty ct [ad]mot vllag,” pdct rot Joyc,ado voluto maag at Tloca O2UK, g to th aucto o pctumutal o LTe vc latd to gt
uday o th d o th ya.“w may om tat d opctum th 2.6-GHz ad, ut thy
ll oly al to acqu pctum tooll out u-atoally; th ’t oughpctum avalal th aucto touppot a atod opato adth xtg t o opato a lkly tod to acqu hat pctum th ,”ay Matth Hott, pactc lad,gulato ad polcy, at Ovum.
Hov, Hott lv th ll om vaato th lvl o pd adcovag th UK’ mol tok opa-to ll al to o th LTe.
“som ll tt ual aa,oth tt ct,” h ay. “i tham ay that today’ opato havmad avalal th tok to MVnOo a holal a a lkly to th am th 4G tok.”
Havg lauchd a ua 4G tal
Lodo novm, O2 “goouly vg” ad ttg 4G tchology,tok atuctu ad dvc.“Hov, hl a dog th had
ok o, ll oly lauch 4G v-c h dm th tchology...to matu ough,” xpla Joyc.
A t tad, o cou, mot o th UK’mol opato hav o oth optout to at to lauch LTe. rgulatoOcom pla to aucto pctum th800-MHz ad 2.6-GHz ad lat 2012,
although uth dlay th poc aa dtct polty, a ould- ddojct to th complx tm th gulatoha lad out.
bad o cut pctum holdg( chat), oly evythg evyhha th ma to oll out LTe o thaucto. Th opato atg o gu-latoy claac o t ll-documtdpla to dploy LTe amd 1800-MHz pctum ad, dpt oppoto
om val play, Ocom look t togv t th g lght.
“[i] a gatd th [LTe 1800]lcc... th pg, ll oll out 4Go bta o a mall-cal th ya,” thcompay ay. it tallg LTe 1800
vaou locato aco th UK.evythg evyh alo pla to
d th pctum aucto to u tha uct lo-qucy pctum.it ug a jot LTe tal th bT
wholal Coall to tt LTe at 800MHz a a ma to dlv oadad toual aa. “Th ult hav xtmly potv, povg xd admol tcholog ca ok togth too a oadad dlvy opto thuct capacty ad vc o motad ual aa ug lo qucy pc-tum uch a 800 MHz,” t ay.
Th tlco alo okg o a pc-tum al o t o. it ha cotactdMoga staly to adv o th al o a
quat o t 1800-MHz pctum, aqud ud th mg agmtt th UK am o T-Mol adOag that catd th lagdcompay 2010. whov uy thatpctum–xtg opato o maktcom–could alo k to u t oLTe vc, jut a evythgevyh dog.
Vg Mda, a compay ot amda a pottal aucto patcpat, haalo ttg LTe. Lat lat ya thcompay lauchd a tal vc ad
o a mall cll achtctu Lodo’Oxod stt, ug 2.6-GHz pctumotad va a tmpoay lcc omOcom, ad ctly ad t ll xpad tooth ct.
“Th tal dlvd th xpctdult [o] hgh-pd oadad acoctatd aa, ut [Vg’] volv-mt th aucto l aud,” aystv Hatly, pactc lad, tlcotatgy at Ovum. “Thy’d oly t-td pctum t chap.
Hov, t’ a compllg oto o
Existing obile operators are likel to snap up the bulk of the UK’s LTE spectru, butthere could be an opportunit for a newcoer to sneak in. B anw Wii
NIcHe OPENINGLT E O U T L O O K
UK call & message volumes (millions of minutes/messages)
UK mobile retail revenues (£ millions)
Allcalls UKxed On-net Off-net Int’l Calls Other SMS&
bi bi whn mms ing g
2010 124,947 31,999 44,528 38,074 2,051 1,877 6,419 129,012
2011 123,561 31,397 41,585 40,873 2,086 1,841 5,778 151,212
Total Access& UKxed On-net Off-net Int’l Other Data
bn bi bi vivi
2010 14,913 6,415 638 607 1,228 353 1,355 1,731
2011 15,060 6,582 563 526 1,062 352 1,422 2,038
Source: Ofco
Source: Ofco
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NetWorK strateGIes
thm to at to lvag th oadadpdg,” h add.
idd, Vg Mda ha ot uld outth polty o ddg o pctum,ut t ha mad t cla that t ll oly doo th coomc tack up. Kvbaugha, dcto at Vg Mda, toldattd at a Total Telecom akatvt Mach that th compay ould ttd acqug “good valu”lo-po pctum. Acc toka xpv, h ad: “You go ut yougt t og.”
whl Ocom ha yt to mak ay pcg aoucmt gadg thaucto, aalyt’ pdcto o th total
amout th UK ll a ag om £2llo to £4 llo.
Wh hngA th UK’ talhd opato ollout tal, a play th LTe pacha qutly calg up opato.PCCw-od UK boadad (UKb) hatud o th t pha o a TD-LTetok th Lodo oough o southak ad ll tat commcalvc th moth. it alo uldg
a hyd LTe/mcoav atuctu sdo, pathp th Capta,sdo boough Coucl’ iT vcpovd; cutom a xpctd to tatug th LTe vc July.
UKb td to o th majoty o tcapacty o a holal, op-acca, ut ll alo ll capacty dctly to ‘g u’ uch a local govmt.
“Th mol tok opato (MnO) ll to uy capacty o oload, jut a thy do today th wf, houldthy u hot o capacty,” ay nchola
Jam, CeO at UKb.Ad Jam lv that a lkly
cao. “Aumg a latvly v
dtuto o pctum om th oth-comg aucto, o gl MnO thUK ll hav ough 4G pctum tomt th d o t cutom a
ya’ tm,” h pdct. ev th utupctum allocato, uag “ll alayoutpac th avalalty o pc-tum,” h ay. fo xampl, Hog
Kog avag data uag ha go to 8Gb p u, p moth om 2 Gb ova 18-moth pod, dv y th aval-alty o at mol tok, h ay,addg that avag data uag th UK cutly aoud 0.6 Gb p moth.
UKb ha ough pctum capacty todploy 6 x 20-MHz chal ay aao th UK, Jam ay; th compay hold124 MHz o pctum th 3.5-GHzad, a ll a 2 GHz o ackhaul pc-tum. Hov, at th aucto, Jam
pdct that th oth MnO a lkly to hav oly 1 x 20-MHz chal ach atth dpoal.
Lookg uth ahad, LTe-Advacd,o tu 4G, “qu a mmum o a20-MHz chal to dlv th ull pot-tal ad capacty o LTe,” Jam ay.
idd, O2’ xpc uggt capac-ty could quckly com a u.
“Th UK tal...allod u to tudy u havou o 4G ad ho t dom 3G. bcau o th hacd uplk pd 4G o, a much hgh
pctag o uplk data o th 4Gtok tha o ou 2G ad 3Gtok, th appoxmatly o thd
o tac g th uplk dcto,” Joyc ay. “Ou havt 4G u [a]coumg ov 200 Ggayt o datap moth.”
UKb’ Jam pdct that “o xtgMnO ca hop to aty th dmad o t cutom om t o pctumholdg alo y 2016.” Moov, h
ay t ulkly to mak o allopato to dploy LTe vyh.
“i ual aa o xampl, do tmak to xpct th to oupaat dploymt o LTe to cov tham aa? O top o th, cutom agog to xpct to gt a gat vdo o TVxpc hv thy a ad ll otca ho thy cv t a log a ay tato vl to thm,” h ay.
“saml domtc oamg ttok, cludg wf, ll a mut
to mt coum xpctato addploy LTe coomcally. by 2016 UKbxpct oamg agmt to plac th holal ouc uch a UKbad wf [povd],” h add. Th aa um o pol modl, Jam ay,cludg oamg agmt topato, omal tok ad/o pc-tum-hag dal, o th mgc o paat holal ho ll ctvly tak all o th oamg ta c.
Although th ull ollout o LTe adtu 4G ma om ya dtat, th
a cla g that th dvlopmt o acoht LTe tatgy o a ky ojc-tv o UK tlco. n
The Next Generation of AutomaticVehicle Location Solutions
Advanced Mobile Gateway
UK spectrum holdings
pi hing in mHzs bn Vn o2 evhing 3uK
evwh
900 mHz 2x17.4 2x17.4 0 0
1800 mHz 2x5.8 2x5.8 2x45 0
2100 mHz 2x14.8 2x10 2x20 2x14.6
Source: DCmS
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€10 llo–om vc y 2015. itky ocu a mda/cott, acad commc, ad t ha a ag o pat-hp dal plac th compa tho cto.
“Th lagt opato a alady po-tog thmlv [o dvcato],”th pot ay. “nvthl, thy ato captal o th oppotut,opato ll d to mo poactvaout xtdg th valu cha po-to, pottally y acqug aly mov th makt.”
Ad Macha’ Hatto ag thatmol opato mght ll mov ompathp to acquto.
“Ov tm mol opato mght doth am thg a om dd th MVnOmakt: uy up tho ll o MVnO
ho do a gat jo at acqug ‘uc-’ a apdly gog makt,” hpdct. “Th’ a tog agumt ogg th xpt, ad uca, -hou. Th’ ot a lot o vu cayg tac.” n
povd a tok,” ay Lau bo,pdt o al ad tatgy at ida’
Tata Commucato, hch ygac, halthca, ad th ol ad gadut.
Tata o maagd ATM vc, hch clud cug ad matagcah dpg mach ad th latdctal tch atuctu. Accodgto bo, t codg takg adva-tag o a ct la chag ida thatallo o-akg tt to t up,o ad opat ht lal ATM, y ollg out Tata-add cah dpgmach. Th rv bak o idatpulat that, addto to taacto
, th ht lal opato ll “pmttd to a xta vu thoughadvtmt [o ATM c] ad y og valu-addd vc”.
Mahl, th ADL-exa potam Japa’ nTT DoCoMo th “gloalopato th th ggt aoucdamto vtcal”. Th tlco am togat 20% o t vu–o aoud
BUSINESS&FINANCE
Macha rach, ll gat €13.5llo gloally vu 2020 ad
ll oat 175 mllo M2M cocto,up om 71 mllo at th d o lat ya.“86% [o that vu oppotuty] addal y mol tok opato,ad 24% xpctd to go to thm,” ayMatt Hatto, dcto at Macharach. flt maagmt ll accouto th lo’ ha o th total, h ay.
Th cto povg patculaly attactv to opato mggmakt, h th a talhdlt maagmt pcalt, ut modvlopd makt tlco a lookg topat, Hatto ay, hghlghtg th
lt maagmt vc pathpagd t Tloca ad UK-ad
vhcl tackg ytm m Mataut sptm 2011.
som mgg makt opato ahog euopa play th ay ht com to addg makt.
“it’ ot jut aout gc coctv ty aymo...you hav to do mo tha
www.totaltele.com/wireless
2 Day Conference12 – 13 June 2012, London
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View the conference agenda and speaker list at www.totaltele.com/wireless
• The Future of Mobile Communications
• Opportunities Created by M2M
• Finance and Strategy
• Networking the Future
• Developing Markets
• Monetising the Mobile
SPEAKERS INCLUDEPeter Fitzgerald – Director – Google UK
Yan Ou – Managing Director – China Telecom Europe
Andrew Edison – Regional VP (EMEA) – AT&T
Ronan Dunne – CEO – Telefónica UK Ltd
Kim Bybjerg – Head Northern Europe M2M – Vodafone
Rohit Talwar – CEO – Fast Future
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World Vendor Awards 2012Rewarding the architects of the communications industry
26 April 2012 • Jumeirah Carlton Tower, London
www.worldvendorawards.com
Organised by: Sponsored by:
Best Cloud SolutionVOSS Solutions - Cloud Fullment
Best Content SolutionAlcatel-Lucent
-
Digital Media Store
Best Emerging MarketProductAcision - Collect SMS
Best Fixed Access ProductADTRAN - Ultra BroadbandEthernet
Best Mobile Network ProductSyniverse - Real-Time IntelligenceSolution Portfolio
Best NewcomerfonYou Telecom - XtraLine
Best Revenue AssuranceSolutionLavastorm Analytics
-
The Lavastorm Analytics Platform
Best Specialist VendorMomac
Best Support SystemNetCracker Technology -
Telecom Operations andManagement Solutions
Best Transport SolutionSyniverse - PRIME IPX NetworkSolution
Green Technology InitiativeZTE - Green Converged C-RANSolution
Outstanding Vendor
of the YearNetCracker Technology
Technology ForesightEricsson - Heterogeneous Network
The Small Cells Awardip.access - nanoConverge solution
Best Brand
ZTE
Ceo Of The YearBen Verwaayen, Alcatel-Lucent
The Winners
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$23 billion In lost messaging revenues
suffered by telcos in 2012 asa result of social messaging.
(Ovum)
us smartpHoNe oWNersHIp HIts 50%Almot hal o Us mol uc o a mat-pho, accodg to data om nl. A o fuay, 49.7% o popl th a mol ucptohad a matpho, up om 36% a ya al. Motha to thd o tho ho acqud a moldvc th lat th moth optd o a mat-pho ov a atu pho, nl ad. Adodcotu to domat h t com to opatgytm; 48% o all matpho u hav a Adoddvc, 32% a pho ad o Appl’ Os ad 12%blackby. Hov, Appl makg up goud. O th uc that acqud a matpho th patth moth, 48% optd o Adod, 43% o Os
ad jut 5% o blackby.
coNtactless tecHdrIVes m-paymeNtsGloal mol paymt taacto
ll go y 97% p aum ovth xt th ya to ach a valuo £591 llo y 2015, dv y goth cotactl paymttchology, accodg to KPMG.
Th m pdct that gog udmad o dvc–talt admatpho–quppd tha-ld commucato (nfC)tchology ll puh cotactlpaymt to tak a 37% ha o th
m-paymt makt y 2015. “fotchology ad tlcom compa-, pd to makt ll ctcalad ho quckly thy ca pod
ll dpd o th mpact o gulato,” KPMG ot.
9%growth in global mobile capex
in 2012 to US$111.1 billion.(ABI Research)
$39BN BacKHaul BoostMobl twork oprator worldwd wll pd a
cmlatv us$39 bllo o mobl backhal
qpmt th fv yar from 2012 to 2016,
accordg to w rarch from ifotc. Th
global mobl backhal qpmt markt grw by
8% o-yar to $7.4 bllo 2011, drv larg
part by “a rg ethrt mobl backhal rotrprcha Cha,” th compay ad. Arod
55% of all mobl backhal phycal cocto
ar o mcrowav, wth dal TDM/ethrt
mcrowav ad packt-oly mcrowav qpmt
togthr accotg for mor tha half of rv.
erco matad t ladrhp poto th
mobl backhal markt lat yar wth a 22% har
of rv, bt th forth qartr t wa clpd
by Cha’ Haw, whch took th top pot for th
frt tm.
Source: Infonetics
Source: Nielsen
GloBal IptV arpu up Th um o iPTVuc olddachd almot 60 mllo atth d o 2011, ulld y thlagt v um o
quatly t addto Q4,accodg to Pot Topc. ntadd o th ull ya cam at clo to 13 mllo, up om tha 12 mllo 2010.“w’v [alo] goth th avag vu p uopato hav maagd togat,” th compay ad,otg that o a gloal aArPU g y jut ud 2%lat ya, hl total vucad y mo tha 30%.“iPTV ally tatg to d
th t pot,” th m ad.
$8Monthly mobile ARPU
in Africa in Q4 2011(Wireless Intelligence)
$8.5
$0
G l o b a l r e v e n u e i n $ U S b i l l i o n s
2012 2015
n Smart phones n Feature phones
Feb-11Jan-11Dec-10Nov-10Oct-10 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12
71%
29% 30% 30%35%
36% 38% 37% 37%40% 41% 42% 43% 44% 44% 46% 48% 48%
50%
70% 70%66%
64% 62% 63% 59%58% 5 7% 56 % 56 % 54% 52% 52%
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Organised by:
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10 – 11 October 2012
Grand Connaught Rooms, London
2 day conference for those involved in nanceand investment for global telecommunications.
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Total Telecom Finance SummitReshaping the nancial landscape for
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