Qualcomm and Teleepoch
Enter Into a 3G CDMA Subscriber Unit License Agreement, October
6, 2007
MTN chooses Cambridge Broadband
Networks for multi-service wireless network in Rwanda, October 6,
2007
Brazilian government to
publish 3G bidding rules soon, October 6, 2007
KTF 3G service suffers
from technical problems, October 6, 2007
Argentina’s Personal
lunches 3G service in Rosario, October 6, 2007
Russia has it's first 3G
network, October 6, 2007
AT&T could drop Alcatel-Lucent
as 3G mobile network supplier, October 6, 2007
Enea Extends License Agreement
with ZTE for 3G Handsets, October 2, 2007
LG to unveil premium handsets
in Brazil, October 2, 2007
KTF 3G subscribers doubled
in less than 3 months, October 2, 2007
3G policy in India will
be non-uniform, October 2, 2007
- previous news
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Mobile Data Services to add $318B in 2010 -- over 50% from Asia
August 21, 2003
Europe may have started the interest in mobile multimedia services with
the 3G auctions, and the US may have first advertised "mobile Internet,"
but it's Asia Pacific that will lead the world in adoption of multimedia
enhanced "Advanced Mobile Data" services with $19B in annual revenue and
a 40% share of the world market by 2005,according to a just released report
by Telecompetition.
Japan, China and India Lead
The report shows the Asia Pacific region will add over 600M new mobile
data subscribers through 2010 -- adding $142M annually by the end of the
decade. Over 80% of that revenue will be from advanced mobile data services
delivered on 3G or 2.5 G networks.
By 2007, two of the top three countries are in the Asia Pacific Region.
In first place is China, where mobile data subscribers are expected to
quadruple to 256M subscribers, making it the single largest market for
both mobile voice and mobile data. The United States will then be the
second largest market with 211M mobile data subscribers. Japan is third,
with 102M mobile data subscribers. India will be the tenth largest single
market with 38M subscribers, but at only 3% mobile data penetration. Unlike
some of the other top markets for mobile data subscribers, India and China
will have substantial subscriber growth opportunity available through
the end of the decade.
Will Mobile Data Relieve the Sortfall?
The report demonstrates the necessity of developing mobile data services
to sustain operator revenue. Telecompetition predicts that by 2010, total
worldwide average monthly voice revenue per user (ARPU) will drop from
$26 to $18. To compensate for this decline and grow ARPU a modest 3% annually,
mobile data ARPU must increase from around $2 today to over $12 by 2010,
an increase of 36%, $10 of which will come from advanced mobile data services.
The report provides forecasts for two broad segments of mobile data services.
The "other mobile data" segment consists of lower priced, less complex
messaging services with little or no multimedia content. The "advanced
mobile data" segment will consist of higher speed services, incorporating
multimedia elements such as video and photo attachments or video conferencing.
Telecompetition foresees a portfolio of individual services incrementally
added as subscribers gain more experience with using mobile data applications.
Over time, most subscribers will migrate to the more advanced services
and will steadily increase the quantity and usage of services.
Mobile data will become an increasingly important part of the mobile
service portfolio. In just three years, in North America and Europe, mobile
data is predicted to contribute 18-25% of all mobile service revenue.
Even in less developed countries including Latin America, mobile data
revenue will comprise about 20% of all mobile revenue by 2010.
Asia Pacific Takes the Lead in Voice as Well
Just two years ago, the 26 industrialized countries considered the "developed
world" dominated the global mobile market with a 60% share. The rapid
growth of mobile services in China, India, and Eastern European countries
such as Hungary has changed those dynamics. Through 2010, developing and
emerging economies will add $2.5B in cumulative mobile revenue -- 52%
of the worldwide total and over 80% of all new mobile voice subscribers.
China, which has surpassed the US as the single largest market, added
mobile subscribers at a rate of 4-6M per month over the last two years.
By 2005, the number of Chinese mobile subscribers is expected to exceed
the entire population size of the United States. Growth in India is equally
dramatic, with a five-fold increase in mobile voice subscribers raising
India from the 15th largest mobile market to third place by 2007.
"Developing and emerging economies have been highly motivated to build
mobile infrastructure as quickly as possible," states Telecompetition
President and CEO Eileen Healy. "Inadequate communications infrastructure
has become widely recognized as the major inhibitor to success in most
world markets, including emerging economies."
Western Europe Mature and US Not Far Behind
The mobile voice market in many countries in Western Europe and developed
countries in Asia Pacific is all but saturated, with many countries now
exceeding 90% penetration levels and growth levels at 5% or less. Typically
only a small percentage of people do not own at least one mobile phone.
The US, ending 2002 at 50% penetration rate, is predicted to exceed growth
rates of most Western European countries. Voice subscribers are expected
to grow at 10% annually through 2005. However, beyond 2005, with fewer
and few people left without mobile phones, US operators will feel the
same competitive pressure.
Optimism for Industry
Overall, the industry should be optimistic about its future, suggests
Telecompetition. On average, the industry can expect a 10% compound annual
revenue growth through 2010. Users are more familiar with the services
and many of the technical issues have been resolved. Mobile data services
have been slow to take off in Western Europe, but GPRS subscriptions have
now exceeded the 1% penetration level and higher growth is expected in
the future. Camera phones and photo messaging services have seen some
success. New applications for even simple voice services, such as "push
to talk" services are also finding new markets. As long as consumer and
business users continue to find value in mobile communications and are
willing to explore new services, the mobile industry will continue to
grow.
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