Académique Documents
Professionnel Documents
Culture Documents
www.gsacom.com
www.gsacom.com/rss/gsanews.php4 www.twitter.com/gsacom
info@gsacom.com
www.gsacom.com Global mobile Suppliers Association 2010
Celcom, Malaysia after moderated growth in Q4 09, mobile broadband surged again with the
highest ever net additions of 124,000, a strong 24% increase QoQ. Strong growth was seen
overall in non voice services, with data now contributing 30% to revenue, from 25% a year ago
XL Indonesia in Q1 10 reported data service revenue growth which now contributes 7% of
service revenue an increase of 58% QoQ
Singapores M1 non-voice services continued to grow, contributing 29.8% of service revenue,
up from 25.1% a year ago. This was primarily driven by an increased focus on data usage
In Sweden, according to the Swedish Post and Telecom Agency (PTS) the number of mobile
subscriptions, including voice and data, increased 7% to 11.6 million at end 2009. Subscriptions
for mobile broadband represented the largest share of the increase, up 50% YoY to 1.31
million. Traffic for mobile data services increased in 2009 by 103% compared to 2008,
According to the Communications and Information Regulatory Commission, mobile
broadband in Saudi Arabia grew 488% to 1.41 million subscriptions, representing 51% of all
broadband connections in the country, compared to a 47% share for ADSL
Tele2 Group has reported a 50% year on year increase for Q1 2010 in the number of
mobile broadband subscriptions
SFRs data revenues represented 26.5% of mobile revenues at the end of March 2010,
compared to 21.9% for the same period in 2009, due to the popularity of "smartphones
TeliaSonera stated that for the first time in several quarters, Finland and Denmark
reported positive revenue growth in local currencies as a result of strong growth in data
usage and higher equipment sales
In Taiwan, Chunghwa Telecom reported for its mobile business an annual increase in
total revenue of 2.1%, mainly due to growth in mobile data revenue and increased handset
and datacard sales
Growth of the worldwide smartphones more than doubled that of the overall mobile phone market in Q1 2010,
confirming the segment is exhibiting high-growth. According to the International Data Corporation (IDC)
Worldwide Quarterly Mobile Phone Tracker, vendors shipped 54.7 million units in Q1 10, up 56.7% year on year.
By contrast, the overall mobile phone market grew 21.7%. Smartphones accounted for 18.8% of all mobile
phones shipped in Q1 10, up slightly from 14.4% in Q1 09
The Android operating system (OS) is increasing its smartphones market position, at least in the U.S. in Q1
2010. According to NPD Group, based on smartphone unit sales to consumers last quarter, the Android
operating system moved into second position at 28% behind RIM's OS (36%) and ahead of Apple's OS (21%)
Since January 2010, the Smartphone share in Ireland has doubled from 8% to 16%, driven by key handsets.
MAVAM's has revealed that Smartphone users are the most likely to
use handsets for Internet access (14%),against 4% for other devices.
Venezuela
Service revenues (+21.1% YoY)boosted by
data services Q1 2010
South Africa
Group data revenue increased by 19.3 percent to 4 billion ($5.8 billion) from
a total of 50 million active data users across the group
Smartphone use is currently the key driver of data growth, and Vodafone said
it plans to increase the proportion of smartphones from 30% of its total sales mix
to 70% by the end of 2013
CEO Vittorio Colao, said traffic on the group's networks in Europe increased
100% during the last 12 months, of which 85% was from data cards and 15%
from smartphones. But the mix is shifting to smartphones: in the fourth quarter
last year, total data revenues in Europe increased by 19%, with mobile Internet
traffic increasing by 37% and PC (dongles) traffic by 17%
Postpaid mobile
revenue increased 10%
Prepaid customer
base expanded 10% &
crossed 1,000,000
StarHub has announced that total post-paid mobile data traffic on its network
grew to 7.4 petabytes in 2009 from 1.7 petabytes in 2008.
www.gsacom.com Global mobile Suppliers Association 2010
Telenor Sweden
Mobistar SA
Belgacom (Proximus)
KPN - Netherlands
A report by Chetan Sharma revealed that messaging still accounts for the bulk of data business, but media
services such as mobile music, TV and video streaming, voice navigation, games, and location-based services, are
gradually gaining ground. The explosion of apps and app storefronts last year contributed to the mobile data boom.
The total of app downloads hit 7 billion, generating $4.1 billion in revenue - 12% of which came from in-app advertising
NTT DoCoMo
Revenues from Wireless Services
Year ended March 31
*PHS services revenue for the years ended March 31,2007 and 2008 has
been reclassified into Other revenues
Telstra
Orange, France
Vivo SmarTone
Continuing growth
23% YoY
Accounts for 33% of
service revenue
Growth from
Wider adoption of
smartphones
Mobile & wireless fixed
broadband
Rogers Wireless
Continued strong smartphone activations helped drive Q1 10 wireless data
revenue up 40% to $416 M or 26% of network revenue
Turkcell
SingTel Singapore
According to a study by Cisco Visual Networking Index (VNI) Forecast and Methodology,
2009-2014 , mobile data traffic is estimated to surge by as much as 39 times during the
five year period from 2009 to 2014. By 2014, the annual global mobile data traffic is
expected to reach 3.5 exabytes per month i.e. a run rate of over 42 exabytes on a yearly
basis. Mobile data traffic will be the strongest in the Middle East and Africa (MEA) followed
by the Asia-Pacific and North America as revenue from voice gets saturated and operators
focus on alternate sources of revenue
A new report published by Chetan Sharma Consulting, Managing Growth and Profits in
the Yottabyte Era, predicts that in 2010, mobile data traffic in the U.S. will exceed 1
exabytes (or 1 million terabytes) - a mobile data traffic milestone that the global industry as
a whole reached in 2009.
Ericsson has estimated that, by 2015, there will be 3.5 billion mobile broadband users around the world,
compared to the 500+ million that use it at present
According to a recent Analysys Mason report, the total data traffic volume in 2015 will be more than 30 times that
of 2010. Operators will need to make capital investments to increase capacity in order to meet this demand
According to In-Stat, WCDMA-HSPA base stations will be the workhorses of wireless data networks. 2009 saw
overall deployments of newly deployed macro base stations up 10% on 2008, driven by the rising demand for
smartphones and mobile broadband, meaning that most of the increase will have come from WCDMA-HSPA.
WCDMA-HSPA base stations will account for at least 50% of total revenue in this segment in 2009. By 2013
WCDMA-HSPA will contribute 70% of revenues in the sector
ABI Research announced that shipments of mobile broadband-enabled consumer products, which includes e-
book readers, mobile digital cameras, camcorders, personal media players, personal navigation devices and mobile
gaming devices will increase 55-fold between 2008 and 2014 with total shipments reaching 58 million units per year
in 2014
Led by the success of Android, Linux-enabled smartphones are expected to make up 33% of
the total worldwide smartphone market by 2015, according to a new report from ABI
Research. More than 60,000 smartphones are now shipping per day, with Android OS
leading the pack, notes the market researcher. Up to 127 million Linux-based smartphones
may be shipping by 2012.
* Source: Juniper Research, Embedded Mobile and M2M Strategies 2009-2014, Jan. 2010
CS Voice
16
Petabyte 1,000,000,000,000,000 (c) GSA Global mobile Suppliers Association
14
Terabyte 1,000,000,000,000
Exabytes
12
Gigabyte 1,000,000,000
10
Megabyte 1,000,000
Mobile Broadband
8
Kilobyte 1,000
6
4
2
0
2008 2010E 2014E
Source of data: Informa Telecoms and Media March 2010
UK consultancy firm, Coda Research Consultancy, has predicted that mobile data consumption in the US is set
to reach 327,000 terabytes a month by 2015, indicating a 40-fold rise in mobile data consumption over 5 years
Mobile data traffic from PC modems and routers is forecast to increase 4-fold between 2010 and 2014, according
to a report by ABI Research. 2,000 petabytes of data will be sent and received in 2010, a figure that will rise to about
8,000 petabytes in 2014
Semiannual US wireless industry survey was released at CTIA in March 2010 revealing that wireless service
revenues totaled $77 billion for the last half of the year. The real growth is coming from wireless data services - mobile
Web, text messages, and other non-voice services. In the latter half of last year, revenue for wireless data service
totaled > $22 billion, nearly a third of overall wireless services revenue and up 26% YoY. Steve Largent, President
and CEO of CTIA, said in a statement. "Mobile broadband will increasingly play a vital role in peoples lives."
A study by Juniper Research has forecast that more than 1 in 10 mobile subs will either have a ticket delivered to
their mobile phone or buy a ticket with their phone by 2014, representing a five-fold growth over the next five years.
A Report Predicts Explosive European Growth for Mobile Broadband - According to a CCS Insight report,
Mobile Broadband in Europe, 4Q09 - the total Mobile Broadband subscribers in key European markets will rise
from 22m at the end of 2009 to over 43m in 2011. In addition, total revenue from Mobile Broadband access in the
major markets will rise from less than 6 billion in 2009 to more than 11 billion in 2011
www.ccsinsight.com/reports/491/
Cisco Systems predicts in its Visual Networking Index that mobile-ready devices and mobile video will fuel
enormous global growth in mobile data traffic over the next four years - The Pentagon and broadcast
networks can expect continuing pressure to turn over some of their spectrum to make more airwaves available to
the private sector. According to Cisco Systems, global mobile data traffic increased 160% in 2009 to 90 petabytes
per month. Cisco predicted that "annual global mobile data traffic will reach 3.6 exabytes per month globally or an
annual run rate of 40 exabytes by 2014," (39 fold increase from 2009 to 2014, or a CAGR of 108%) and noted that
such traffic "is growing today 2.4 times faster than global fixed broadband data traffic. Cisco says that, by that
date, there will be more than five billion personal devices connecting to mobile networks, as well as billions of
machine-to-machine devices. Video will represent 66% of all mobile data traffic by 2014, up 66-fold from 2009.
The results from an industry survey organized last year by GSA provided an expectation that
HSPA+ mobile broadband technology would enter the mainstream during 2010. GSA
confirms this is now becoming reality as HSPA+ is now commercially launched on almost 1 in
5 of HSPA networks. Several more HSPA+ networks are scheduled to launch in the coming
weeks and months. The eco-system includes 42 HSPA+ devices which have been
announced by 11 suppliers.
WCDMA operators (347 in 144 countries) April 16, 2010 All these resources
and more are
114 HSPA+ network commitments June 9, 2010 available via the
links on the GSA
HSPA operators survey (341 networks launched) April 16, 2010 home page
2,349 HSPA Devices survey April 22, 2010
www.gsacom.com
Digital Dividend update June 2, 2010
website: www.gsacom.com
www.gsacom.com/rss/gsanews.php4
www.twitter.com/gsacom
http://gsacom.mobi