Table of Contents
- Executive summary
- In a nutshell
- Key messages
- Ovum view
- Connections: growth in emerging markets continues unabated
- Revenues: recession slows the global market, but not for long
- Data: revenues continue to grow
- LTE leads the way to 4G
- Markets
- Minimal impact of macroeconomic forces on connections
- Emerging markets continue to dominate growth forecasts
- Data growth drives developed markets connections
- Device sector feels the pinch
- Mobile phone shipments will grow at a CAGR of 1.9% from 2008 to 2014,
reaching 1.4 billion by 2014
- Smartphone shipments will reach 406.7 million by 2014
- Symbian remains the market leader and Google Android is the rising star
- Recession temporarily slows revenue growth
- Regulatory trends
- Competition increases, but with what impact?
- EU focus on mobile continues - and now it' s data' s turn
- The digital dividend: analogue TV switch off releases spectrum
- The mobile opportunity to bridge the digital divide
- Services
- Data explodes
- Messaging and mobile broadband are the key opportunities
- Advertising and content revenues hard to find
- Voice is still the ‘killer app'
- Fixed - mobile convergence: femtocells to win out over UMA/GAN
- Strategies
- The road to 4G
- LTE to dominate in the long term...
- ...but HSPA to reign in the short term
- WiMAX to remain a niche technology
- Disruptive trends in the mobile sector
- The threat from ‘left field' players is less than the threat from
other operators
- Business models: increasingly complex
- The recession killed the M&A stars
List of Figures
- Figure 1: Global mobile connections: 2007 - 14
- Figure 2: Risk factors impacting connections growth in Asia-Pacific: 2009
- 14
- Figure 3: Risk factors impacting connections growth in Africa: 2009 - 14
- Figure 4: Risk factors impacting connections growth in Eastern Europe:
2009 - 14
- Figure 5: Risk factors impacting connections growth in South & Central
America: 2009 - 14
- Figure 6: Risk factors impacting connections growth in the Middle East:
2009 - 14
- Figure 7: Risk factors impacting connections growth in North America:
2009 - 14
- Figure 8: Risk factors impacting connections growth in Western Europe:
2009 - 14
- Figure 9: Global mobile operator service revenues: 2007 - 14
- Figure 10: Global mobile operator data revenues: 2007 - 14
- Figure 11: Global mobile data revenues (including SMS): 2007 - 14
- Figure 12: Proportion of revenues derived from voice and data by region:
2014
- Figure 13: Outgoing minutes of use: 2007 - 14
- Figure 14: Global high-speed mobile data connections by technology: 2007
- 14
- Figure 15: Disruptive forces facing telcos
- Figure 16: Balancing the paid-for versus ad-supported service mix
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