Printer Friendly

Printed from http://www.researchandmarkets.com/reports/1960653

Global Telecoms - Industry Transformation and the Telcos

Description:
Telecoms Investment Research Note

The telecoms industry is currently involved in a massive transformation. Since the arrival of the internet, the focus of the industry has moved from providing defined end-products to becoming a facilitator in the development of a range of new products, companies, and indeed new industries.

Unfortunately ever since this change took place, the incumbents have fought tooth and nail against these developments. They wanted to maintain their traditional products for as long as possible and mainly for that reason most have continued to defend their monopolistic structures.

They lost the internet battle with the newly-emerging digital and social media companies; and they made a similar mistake in relation to mobile broadband, where they lost the battle to the smartphone companies.
The question now is whether they will be able to embrace the developments around the digital economy. Trans-sector services such as e-health, tele-education, e-government, smart grids, IoT (M2M), all require a utilities-based wholesale infrastructure that is separated from the retail services that will be carried over them.

The IoT is the next inflection point after connecting homes (fixed lines) and people (mobile). It will increase telecoms connections to billions of devices. The telcos have an opportunity to show leadership here as well, but this could equally become another internet-like development, driven by users and the internet industry.

Perhaps the best option for the telcos is to concentrate on the enormous demand for bandwidth which continues to grow in 2013. This needs to be managed, moved around the networks and made available at the edges, using converging wireless and fixed high-speed broadband infrastructure. IoT requires massive data processing through data centres and server farms, linked to an enormous requirement for real-time analytics.

Latest developments:
While some of the telcos have made some incremental changes to their models there is not one anywhere in the world that has been able to transform itself to the point of being able to compete successfully in this new environment.
 
Contents:
1. Synopsis
2. From benign to hard-line monopoly
3. Telco model of the future will be based on OTT
4. The end of the line for PSTN and HFC networks
5. Telecoms market is transforming but the telcos are not
5.1 Telcos lost the internet battle
5.2 Telcos also lost the mobile content battle
6. Next on the chopping block – the infrastructure
7. So what is next for the telcos?
7.1 IoT and M2M: the next frontier
7.2 Is bandwidth the new growth market for the telcos?
7.3 Rebalancing telco infrastructure investments
8. Conclusion
9. Related reports
Table 1 – Visitors to top web properties worldwide – 2013
Table 2 – Worldwide - broadband market share by access technology – 2010 - 2012
Table 3 – Global smart phone operating system market share – 2010; 2011; 2012
Table 4 – Top ten carriers worldwide by revenue – 2012
Table 5 – Top ten carriers worldwide by revenue – 2010; 2011
Table 6 - Bharti Airtel mobile ARPU – 2004 - 2005; 2007 - 2012
Exhibit 1 – Apple iPhone and Apple iTunes
Exhibit 2 – Telstra leading the global telco move towards the OTT model
Exhibit 3 – Digital economy – key developments
Exhibit 4 - Major shareholders in Bharti Airtel – April 2012
 
Companies Mentioned
- Apple
- Facebook
- Google
- PayPal
- Skype
- Telecom New Zealand and SingTel
- Telstra
- Yahoo
- YouTube
- eBay
- iTunes
- iTunes
 
Ordering:
Order Online - visit http://www.researchandmarkets.com/reports/1960653

Order by Fax - using the order form below

Order By Post - print the order form below and send to

Research and Markets,
Guinness Centre,
Taylors Lane,
Dublin 8,
Ireland.

 
Page 1 of 2
Printed Tuesday, June 18, 2013
7:40:31 AM

Fax order form

To place a fax order simply print this form, fill in and fax the completed form to the number below. If you have any questions please email help@researchandmarkets.net

Order information

Please verify that the product information is correct and select the format you require.

Product name

Global Telecoms - Industry Transformation and the Telcos

Web Address

http://www.researchandmarkets.com/reports/1960653

Office Code

OC8DIQQNPVOTST

 

Report Formats

Please enter the quantity of the report format you require.

Format Quantity Price
Electronic (PDF) - Single User EUR 73
Electronic (PDF) - 1 - 10 Users EUR 145
Electronic (PDF) - 1 - 20 Users EUR 218
Electronic (PDF) - Enterprisewide EUR 291

Contact information

Please enter all the information below in block capitals.

Title:
Mr Mrs Dr Miss Ms Prof
First Name:
Last Name:
Email Address:
Job Title:
Organisation:
Address:
City:
Postal / Zip Code:
Country:
Phone Number:
Fax Number:

Please fax this form to:
(646) 607-1907 or (646) 964-6609 (from USA)
+353-1-481-1716 or +353-1-653-1571 (from Rest of World)

Page 2 of 2
Printed Tuesday, June 18, 2013
7:40:31 AM

Payment information

Please indicate the payment method you would like to use by selecting the appropriate box.

Pay by Credit Card:

American Express

Diners Club

Master Card

Visa

Cardholder's Name:
Cardholder's Signature:
Expiry Date:
/
Card Number:
CVV Security Code:
Issue date:
/ (Diners Club only)
 
Pay by Check:

Please post the check, accompanied by this form, to:

Research and Markets,
Guinness Centre,
Taylors Lane,
Dublin 8,
Ireland.

 
Pay by Wire Transfer:

Please transfer funds to:

Account Number:
83313083
Sort Code:
98-53-30
Swift Code:
ULSBIE2D
IBAN Number:
IE78ULSB98533083313083
Bank Address:
Ulster Bank,
27-35 Main Street
Blackrock,
Co. Dublin
Ireland.
 

If you have a Marketing Code please enter it below:

Marketing Code:

Please note that by ordering from Research and Markets you are agreeing to our Terms and Conditions at http://www.researchandmarkets.com/info/terms.asp

Please fax this form to:
(646) 607-1907 or (646) 964-6609 (from USA)
+353-1-481-1716 or +353-1-653-1571 (from Rest of World)