3G - 3.5G Economics - Early results and strategic options

3G - 3.5G Economics - Early results and strategic options

As mobile network operators are confronted with growing problems, and we are seeing the increase in the launch of innovative services, often coming from the fixed internet, this study poses the question about the sustainability of mobile network operators: who will win? What will mobile network operators eventually become: access providers, content providers or consumer multi-media equipment distributors?

Based on the status of 3G and 3.5G development in advanced or emerging mobile markets, this study describes the various strategies observed and identifies potential drivers for acceptable long-term MNO economics.

If value added service offers broaden the horizon in terms of development, price pressures, set by users, regulators and growing competition present a real challenge to mobile operators, which requires creativity and excellence in execution. The combination of these elements is the only way to guarantee revenue growth sustainability in the medium term in a mobile telecommunications market that seems to have reached a plateau, adequate profitability to continue to attract investors, and holding consumer interest to avoid commoditisation of services while maintaining the capacity to develop innovative services.

3G-3.5G Economics in brief



• 3G-3.5G development

• Optimisation strategies

• Service and content strategies

• Marketing strategies

Key Questions



• What are the strategic drivers for mobile network operators in a market that seems to have reached a plateau in growth?

• What is the new ecosystem with mobile internetisation? Closed or open environment?

• What are the winning services? their

? the associated terminals?



• What are the long-term economics and purpose for mobile network operators? Will they be content distributors?

Who should read this report?



Mobile network operators and MVNO

• Evaluate potential drivers for sustainable growth

• Refine proactive strategies



Fixed and integrated network operators

• Evaluate interest in entering the mobile market

• How to take part in network convergence?



Equipment suppliers

• Understand mobile market needs

• Service provider, terminal provider, partner?



Investors and analysts

• What are the issues?

• What are MNO long-term prospects?

• What is the growth potential?

Players



• MNO

• AT&T/Cingular

• Hutchison 3G

• KDDI

• NTT DoCoMo

• O2

• Orange

• SK Telecom

• SprintNextel

• Telefonica Moviles

• TIM

• T-Mobile International

• Verizon Wireless

• Vodafone

•

• MVNO

• Amp'd Mobile

• Blyk

• Sugar Mama

• Ten

• Virgin Mobile

• Xero Mobile







Countries



• Western Europe

• Brazil

• China

• India

• Japan

• South Korea

• USA