Telecoms - A vision for the Future from Huawei

1. Driving a complimentary strategy
Greater than the sum of its parts
Dan Warren, GSMA
10th October 2012
© GSMA 2012

2. Brief History of the GSMA
 Founded in 1987 by 15 operators committed to the joint development of a
cross border digital system for mobile communications.
 Became the global trade group for the mobile industry, representing the vast
majority of mobile phone networks across the world
– Now encompassing commercial, public policy and technical initiatives,
ensuring mobile services work globally
 The Association’s members now serve more than 6 billion customers
– More than 800 operator Members across 218 countries
– Over 200 Associate Members (manufacturers and suppliers)
© GSMA 2012 2

3. 800 operators < mobile telecoms ecosystem
Operator trends Ecosystem enablers
• HSPA/HSPA+ or EV-Do • Shift in Roaming models
• LTE (and All-IP) • IP interconnect
• Wi-Fi integration/offload, FMC • New spectrum bands, some degree of
• Expansion of end-user connections, alignment
multi-device living. • Network sharing –passive and active
• M2M
• New services?
Nature of content Regulatory influence
• No end to increased video traffic • Slow release of spectrum
• ‘OTT providers’ eroding traditional • Changes to Data Roaming regulation
revenue streams • Introduction of LBO is difficult
• LTE is the VoIP-ready access to implement
technology • Shift in market towards a ‘Wi-
• Low latency makes VoIP work Fi like’ pricing model should
better increase usage.
Confidential 3

4. Net result
 More people using more devices, more often for more purposes in
more locations
No. of MBB Connections
No. of Connected Devices
25
Billions of connected devices
20
15
10
5
Source:
Ericsson
Source: Wireless Intelligence
© GSMA 2012 4

5. How to address the problems this creates
 More spectrum
– Important that wide geographic alignment of bands is achieved
 More cells
– Mast sharing, network sharing
– Small, pico and femto cell usage – particularly as higher frequency
bands are used
– Consolidation of active cell elements
 More backhaul
 Wi-Fi Roaming
– SIM-based authentication to Wi-Fi
 New models for offload and content caching
 Traffic management, shaping and QoE/QoS balancing act
© GSMA 2012 5

6. The discontinuity of LTE – threat or opportunity?
Public IMS API
Connected Experiences
Policy
20 Billion Connections
Packet Switch
6 Billion Connections
LTE
+ IMS + QoS
2G Roaming
QoS-enabled
Operator Network IP Roaming &
IPX
3G Interconnect
Interconnect
Circuit Switch
Wi-Fi
UNI NNI
© GSMA 2012
Wi-Fi Roaming 6

7. Conclusions
 MBB has been, continues to be, and will be for some time to come, a
fundamental change in the industry – but that change is more far-
reaching than just one of dealing with more bandwidth.
 Operators have tools to manage this increase, but better would be to
embrace the discontinuity and prepare for the future whilst
maintaining the key value propositions of today.
 There are opportunities to expose existing and future ‘services’ as
‘capabilities’; to address new markets; to increase connectivity.
 If operators don’t do this quickly, someone else will.
© GSMA 2012 7