WCIS Insight: Non-SMS Data

Table of Contents

• INTRODUCTION
• NON-SMS DATA SET FOR TAKE-OFF IN2008
  • Figure 1.1: Western Europe selected operators, non-SMS data as % of data revenue, 2Q06-4Q07
  • Figure 1.2: US, selected operators, non-SMS data as % of data revenues, 2Q06-4Q07
• Multiple delivery models
• 2008 - the mobile broadband effect
• Flat-rate data charges and ARPU

• NON-SMS DATA IN CHINA
• Mobile market summary, China
  • Figure 2.1: China mobile market summary, 4Q07
• Non-SMS data services and strategies in China
• China Mobile - frontrunner in mobile VAS
  • Figure 2.2: China Mobile data services & subs, 4Q07
  • Figure 2.3: China Mobile VAS revenues, 2005-07
• China Unicom - running to catch up
• Handsets - China Mobile to customise higher-end phones
• Outlook - the impact of 3G is some way off

• NON-SMS DATA MARKET IN GERMANY
• Mobile market summary, Germany
  • Figure 3.1: Germany mobile market summary, 4Q07
• Non-SMS data services and strategies in Germany
• Non-SMS data revenues in Germany
  • Figure 3.2: Germany non-SMS data revenue as percentage of total data revenue, 3Q06-4Q07
• Operators aim to improve understanding of mobile broadband
• Operators focus on flat-rate tariffs for data in 2008
• WCDMA handsets - market prices fall
  • Figure 3.3: Germany WCDMA-enabled handsets & penetration, 4Q07
  • Figure 3.4: Germany HSDPA-enabled handsets & penetration, 2008
• iPhone boosts browsing
• HSDPA network development needed to meet expectations

• NON-SMS DATA MARKET IN ITALY
• Mobile market summary, Italy
  • Figure 4.1: Italy mobile market summary, 4Q07
• Non-SMS data services and strategies in Italy
  • Figure 4.2: Telecom Italia data revenues, 1Q05-4Q07
  • Figure 4.3: Telecom Italia mobile Internet revenues (EUR million), 2005-07
• Non-browsing data services face uncertain future
• Operators use Internet browsing to make up for fall in prices

• NON-SMS DATA MARKET REPORT - US
• Mobile market summary, US
  • Figure 5.1: US mobile market summary, 4Q07
• Non-SMS data services and strategies in the US
  • Figure 5.2 : US Verizon & T-Mobile quarterly data revenues, 2007
• Easier browsing offered
• All data services see growth
• Flat-rate pricing plans encourage data use
  • Figure. 5.3: US headline download and upload speeds of HSDPA and EV-DO Revision A, 2008
  • Figure 5.4: US handset technology shares, 4Q06-4Q07
• Outlook - Verizon commits to an ' Open' network

• Regional trends in data as a % of total revenues, 2007
• Regional trends in data revenues, 2007
• Regional share of total data revenues in 2007
• Regional trends in monthly data ARPU, 2007
• Global data revenue trends by operator
• Top 20 Mobile operators by non-SMS revenues as % of total data revenues 4Q07
• HSDPA deployment status by operator, Mar 2008