Transcript Sevket-Kaan-Agaoglux

DEVELOPMENTS IN
EMERGING TELECOMS MARKETS
Şevket Kaan Ağaoğlu
Country Senior Officer – Alcatel-Lucent Azerbaijan
April 2010
Emerging Markets Growing Faster than Mature Markets
Services &HLN are leading the growth
15
13
MATURE MARKETS
12
EMERGING MARKETS
9
Western Europe
CCSE and Middle East & Africa
29 B€
24 B€
1,8 1,2
CARRIER
SERVICES
APPLICATIONS
2012 Total Adressable Market (B€)
5%
CAGR
09-12
3%
7%
14 %
CARRIER
5%
Wireline
11 %
SERVICES
10 %
Managed Services
18 %
APPLICATIONS
4%
11 %
7%
CAGR
09-12
10 %
Source: CMO Jan 2010
2 | EMEA 2012 Growth Plan | March 2010
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CIS, Central and Eastern Europe is even growing faster!!
EMEA [bn €]
2009
2010
YoY '09'10
CU Benelux
1.62
1.62
0.4%
CU CCSE
7.45
8.22
10.3%
CU CMC
2.54
2.47
-2.5%
CU France
2.41
2.47
2.4%
CU Germany
2.75
2.82
2.6%
CU Iberia
2.03
1.95
-3.9%
CU MEA
7.45
7.73
3.7%
CU North
5.18
5.34
3.1%
31.43 32.62
3.8%
Grand Total
EMEA
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Growth is in Services and High Leverage Networks (HLN)
YoY '09'10
2009
2010
Carrier Markets
21.94
22.62
3.1%
Wireline
3.40
3.32
-2.3%
IP
2.18
2.29
5.3%
Optics
4.03
4.20
4.1%
Wireless
8.93
9.37
4.9%
WiMAX
0.20
0.27
31.8%
PASD
3.20
3.18
-0.7%
Applications Markets
2.96
3.07
3.9%
Services Markets
6.53
6.93
6.1%
Market Size [bn €]
Grand Total
31.43 32.62
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3.8%
Competitive Pressures Increase
Ukraine
Uzbekistan
5 | April 2010
Kazakhstan
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Emerging Markets:
Trends in a nutshell
Rapid growth
Continuing
 In data
 Voice will remain the biggest
revenue generator with mobile
voice continues to dominate
 VoIP begins to accelerate into a
significant proportion of voice
traffic
 Further development of
traditional banking and
payment services
 Nascent content and
application ecosystem
 Proliferation of MVNOs, hosted
by smaller networks
 3G deployment continues (Ghana,
Benin, Tunisia), plans for LTE
developing (Bahrain, Egypt, Saudi
Arabia, Senegal, SA, UAE,
Uzbekistan), FTTx trial and niche
deployments
 Consolidation among mobile
operators occurs as well as
expansion in the number of mobile
operators amid new license awards.
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Key Business Drivers : Service Providers (1/2)
• The key drivers shaping up Service Provider’s investment decisions
over the next 18-36 months is the migration to next generation access
technologies; competitive pressures are also pushing SPs to continue
innovating
• Service providers are investing in 3G+, LLU and NGN technologies.
They expect their existing (in mature markets) or future (in emerging)
broadband-services-related investments to continue to drive their
build activity.
• Mobile operators are looking at 3G and HSPA+ investments, while fixed
SP plan to maintain TDM networks and continue to build out their
NGN.
• Executives point to intense competition, the need to offer triple and
quadruple play services and shared networks, as the main drivers for
further network investments mainly in mature markets.
7 | April 2010
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Key Business Drivers : Service Providers (2/2)
• The main pain points identified by SPs in managing their business and network is
the complexity of evolving and converging business models, the need for scale
and a challenging economic climate (especially in emerging markets where ARPU
is pretty low)
• Growing network complexity, costs associated with operating multiple
networks, increasing number of applications, backhaul, power and heat, while
maximizing coverage (i.e. in rural areas and indoor in e.g emerging markets)
• SPs are currently looking for OPEX savings through cost and asset optimization:
• In mature markets, they look to network and business transformation as well
as outsourcing,
• while in developing markets, they look for cost-efficient ways of managing
mobile data growth through network transformation and upgraded transport
networks.
• SPs look to make OPEX improvements by rationalizing and optimizing IT
applications and infrastructure and by outsourcing.
8 | April 2010
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ALU Service Approach for Service Providers
•
•
•
•
• Mobile Multimedia
• Business Consultancy Services
• Application Integration
•
•
•
•
Fixed Multimedia
Mediaroom IPTV
Enhanced IPTV Apps
iTV Operations Center
• Digital TV Head End
• Enhanced Video Enablers
• MiViewTV IPTV
•
•
•
•
Consulting
Inventory
Fulfillment
Service Assurance
•
•
•
•
Generate new revenues
and create new
business models
Transform
to costeffective
networks
Clients
Clients
Manage
business
change
Complex Network Integration
IP Transformation
Mobile Backhaul Services
In-Building Continuity
• Network Quality
Assessment & Optimization
• Network Consolidation &
Evolution
Expand
network
capacity
• NOC Services [MNO]
• Multivendor Maintenance
• Carrier Network
Outsourcing
• Build Operate & Manage
Be green, ecosustainability
• Managed Infrastructure
• Managed End-to-End Service
Operations
Billing
Customer Care
OSS/BSS Orchestration
Security Services
• Sustainable Power
• Modular Cooling
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