Telecoms in 2020: emerging markets
The telecoms markets in the emerging countries of Africa, Asia, Europe, the Middle East and South & Central America will have changed dramatically by 2020. Economic growth; the rapid growth of data, content and video services; the proliferation of connected devices; and the emergence of the SMART vendor role will be the key drivers of change. These will foster a significant change in user demand for communications, service provider positioning and industry structure.
Executive summary
In a nutshell
Scope
Ovum view
Economic growth a key change driver
Rapid growth in data traffic, but voice still cash cow
Digital citizens and service-driven enterprises are key but minority segments
SMART vendor role emerging
Wireless-led networks
Recommendations for emerging market network operators
Prepare: LEAN/SMART choice is looming
Your current position is a big determinant of your future prospects
The LEAN role has its attractions too
Align value chain to maximise long-term position
Emerging telecoms markets in 2020: the broad view
Drivers of change
Economic growth reshaping the socio-economic pyramid
Growth of data (and video)
Explosion of connected (mobile) devices
The emergence of the SMART role
Emerging market customers
The world of 2020
Consumers
SMEs
Corporates
Development timeline
2009–12
2013–16
2017–20
Emerging market structure and player positioning
The world of 2020
Operators’ models in emerging markets
Network evolution
Network operators: integrated versus mobile only
Device vendors
Content and application providers
Development timeline
2009–12
2013–16
2017–20
Emerging market services and revenues
The world of 2020
Communications and broadband in 2020
Content and services in 2020
Emerging markets development timeline
2009–20
In a nutshell
Scope
Ovum view
Economic growth a key change driver
Rapid growth in data traffic, but voice still cash cow
Digital citizens and service-driven enterprises are key but minority segments
SMART vendor role emerging
Wireless-led networks
Recommendations for emerging market network operators
Prepare: LEAN/SMART choice is looming
Your current position is a big determinant of your future prospects
The LEAN role has its attractions too
Align value chain to maximise long-term position
Emerging telecoms markets in 2020: the broad view
Drivers of change
Economic growth reshaping the socio-economic pyramid
Growth of data (and video)
Explosion of connected (mobile) devices
The emergence of the SMART role
Emerging market customers
The world of 2020
Consumers
SMEs
Corporates
Development timeline
2009–12
2013–16
2017–20
Emerging market structure and player positioning
The world of 2020
Operators’ models in emerging markets
Network evolution
Network operators: integrated versus mobile only
Device vendors
Content and application providers
Development timeline
2009–12
2013–16
2017–20
Emerging market services and revenues
The world of 2020
Communications and broadband in 2020
Content and services in 2020
Emerging markets development timeline
2009–20
LIST OF TABLES
Table 1: Operator models in emerging markets
Table 2: Service development timeline
Table 1: Operator models in emerging markets
Table 2: Service development timeline
