Telecoms in 2020: core scenario
This is the first of two reports that present the combined thinking of the Ovum telecoms research group on the subject of what the telecoms industry will look like in the year 2020.
Executive summary
In a nutshell
Ovum view
Scope
Shaping the world of 2020
A decade of change: the wheels are in motion
The most powerful engine: Internet protocol
Five key drivers of change
Growth in IP video
Going mobile
Explosion of connected devices
The rise and rise of software
SMART equals power players
The world beyond telecoms providers
Sources
Economy
Politics and geopolitics
Businesses
Social trends
Developed countries
Successful developing countries
Less successful developing countries
Technology developments
Resources and environment
The evolution of customer requirements
The shift to wholesale
Retail customers
Consumer behaviour
Customer segmentation
Enterprise customers
Customer segmentation
Enterprise end users are consumers
The world adjacent to telecoms providers
Networks are no longer just about telcos
2010–20: convergence a reality
From vertical to horizontal integration
Phase one: the rise of open, but managed platforms
Phase two: horizontal in full force
A more level playing field
Legal and regulatory issues
Redefining the telco: recognisably different
LEAN and SMART: the two faces of telecoms
The evolution of the SMART role
Early SMART players in evidence today
SMART models will take longer to develop in the wireline market
Despite separate evolutions, both SMART models will combine
LEAN operator: the main role for telcos in 2020
LEAN requires scale and investment
SMARTness is a bonus for telcos, not a birthright
‘Smart enabler’ underpins LEAN and SMART operators
A difficult road to tread
The provision of complete software platforms is not a core telco competency
Few operators can become SMART themselves
LEANness brings its own benefits
In a nutshell
Ovum view
Scope
Shaping the world of 2020
A decade of change: the wheels are in motion
The most powerful engine: Internet protocol
Five key drivers of change
Growth in IP video
Going mobile
Explosion of connected devices
The rise and rise of software
SMART equals power players
The world beyond telecoms providers
Sources
Economy
Politics and geopolitics
Businesses
Social trends
Developed countries
Successful developing countries
Less successful developing countries
Technology developments
Resources and environment
The evolution of customer requirements
The shift to wholesale
Retail customers
Consumer behaviour
Customer segmentation
Enterprise customers
Customer segmentation
Enterprise end users are consumers
The world adjacent to telecoms providers
Networks are no longer just about telcos
2010–20: convergence a reality
From vertical to horizontal integration
Phase one: the rise of open, but managed platforms
Phase two: horizontal in full force
A more level playing field
Legal and regulatory issues
Redefining the telco: recognisably different
LEAN and SMART: the two faces of telecoms
The evolution of the SMART role
Early SMART players in evidence today
SMART models will take longer to develop in the wireline market
Despite separate evolutions, both SMART models will combine
LEAN operator: the main role for telcos in 2020
LEAN requires scale and investment
SMARTness is a bonus for telcos, not a birthright
‘Smart enabler’ underpins LEAN and SMART operators
A difficult road to tread
The provision of complete software platforms is not a core telco competency
Few operators can become SMART themselves
LEANness brings its own benefits
LIST OF TABLES
Table 1: Consumer digital experience, service and content in 2020
Table 1: Consumer digital experience, service and content in 2020
LIST OF FIGURES
Figure 1: Overview of Ovum reports on Telecoms 2020
Figure 2: Drivers of change from 2010 to 2020
Figure 3: Enterprise categories 2020
Figure 4: SMART and LEAN player functions
Figure 5: From smart enabler to SMART or LEAN player
Figure 1: Overview of Ovum reports on Telecoms 2020
Figure 2: Drivers of change from 2010 to 2020
Figure 3: Enterprise categories 2020
Figure 4: SMART and LEAN player functions
Figure 5: From smart enabler to SMART or LEAN player
