Table of Contents
- Table of contents
- Table of exhibits
- Acronyms and abbreviations
- Companies mentioned in this report
- Executive summary
- Introduction
Section 1: Dawn of the integrated operator
- 1.1 Changing customer demand: the main driver behind FMC
- Case study: Vodafone Czech Republic chooses turnkey IMS to enter
corporate sector
- Turnkey implementation
- Results
- 1.2 Unified licenses and WiMAX: helping to create multiservice providers
- Award of unified licenses
- Award of WiMAX licenses
- 1.3 Looking for future-proof, efficient, high-capacity technologies
- 1.4 Who will launch FMC in emerging markets?
- Incumbent operators: Able but not always willing
- Altnets: Struggling to add mobility
- As their core markets mature, mobile operators look over the fixed
“fence”
Section 2: The impact of fixed-mobile convergence on emerging-market Capex
- 2.1. Strong Capex growth continues
- Investment in broadband IP network gains speed across emerging markets
- 2.2 Fixed-mobile mergers in emerging markets: What they mean for Capex
- Deploying WiMAX sites leads to lower spending on access
- All-IP core network upgrades will have a major long-term impact on Capex
- 2.3. FMC and Opex in emerging markets
- Emerging-market telcos: running a tight ship already
- Mobile backhaul spending set to increase
Section 3: Case studies in China and Russia
- Case study: Industry reorganization in China shakes up market
- The impact of restructuring on total Capex in China
- No major impact on China Mobile' s Opex and Capex
- China Telecom to boost CDMA investments, become full-service provider
- Opex savings for China Netcom/China Unicom GSM depend on integration
- The China Netcom-China Unicom merger' s impact on Capex
- Case study: Russian mobile operators drive fixed-mobile convergence
- VimpelCom acquisition creates largest integrated operator in Russia
- The VimpelCom-Golden Telecom merger' s impact on Capex
Table of exhibits
- Exhibit 1: Origins of the integrated fixed-mobile operator
- Exhibit 2: FMC revenue and cost benefits
- Exhibit 3: Mobile and fixed penetration of population by region at
year-end 2007
- Exhibit 4: Broadband penetration of population by region 2007 and 2012
- Exhibit 5: VimpelCom/Golden Telecom FMC service introduction path
- Exhibit 6: Unified licenses in Africa and the Middle East
- Exhibit 7: Selected mobile operators with WiMAX licenses in emerging
markets
- Exhibit 8: Operators driving fixed-mobile integration in emerging markets
- Exhibit 9: Emerging-market mobile Capex growth 2006-2008
- Exhibit 10: Capex-to-revenue ratios of emerging-market operators 2006-2012
- Exhibit 11: Uralsvyazinform (Russia) investments in new services
- Exhibit 12: Examples of IMS system rollouts in emerging markets
- Exhibit 13: Annual operating expenses per subscriber
- Exhibit 14: Mobile data traffic explosion for Sky Link Russia
- Exhibit 15: 2007 Opex per subscriber at Telefonica O2, T-Mobile and
Vodafone in Czech Republic
- Exhibit 16: Impact of going all-IP on Opex
- Exhibit 17: Key performance indicators for the three new fixed-mobile
operators in China in 2007
- Exhibit 18: Market shares by revenue in China based on reorganized
operations 2007
- Exhibit 19: Capex plans of main operators in China prior to May 2008
reorganization
- Exhibit 20: Post-integration Capex in China 2007-2012
- Exhibit 21: China Mobile' s Capex 2007-2010
- Exhibit 22: China Telecom' s broadband traffic and speeds in 10 cities
2007-2010
- Exhibit 23: China Telecom Capex breakdown 2006-2009
- Exhibit 24: China Netcom/China Unicom Capex breakdown 2008-2009
- Exhibit 25: Revenue growth rates of operators in Russia 2003-2007
- Exhibit 26: VimpelCom/Golden Telecom Capex 2005-2012
- Exhibit 27: Golden Telecom Capex breakdown 2005-2008
- Exhibit 28: VimpelCom-Golden Telecom Opex and Capex synergies
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