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1. Make better business decisions
www.informatm.com 5/17/2010 1
©Confidential

2. The Emergence of China
› 840m mobile subscriptions by end-2010
› +1b mobile subscriptions by 2012

3. Size with similarities...
› Regional & global leader
› Macrocosm – mirror – for
‘emerging markets’
› Economic
› Mobile Subscriptions
› 3G
› Applications & Services

4. Economic Growth
Real GDP Growth, 2005 - 2014
Economist Intelligence Unit
› Emerging market means high growth
› Four largest emerging markets by population bear this out

5. Technology Growth
Emerging vs Developed APAC Mobile Subscriptions, 2015
Developed
Markets
8%
Emerging
Markets
Informa Telecoms & Media 92%
› 3.9bn mobile subscriptions in APAC by 2015
› 92% will be in emerging markets; 77% ex-China & India

6. Technology Leadership…
3G Subscriptions, APAC Top 10, 2010 - 2015
Informa Telecoms & Media; figures do not include EVDO
› 7/10 top 3G markets to come from emerging markets
› China will lead, but significant growth in South and Southeast Asia
› Drivers: Cheaper devices, consumer aspirations, richer services

7. ...Enables New Ideas and Innovation
› Cheaper connectivity
› Internet for newly connected…
› …and a new Internet
› Mobile markets
› App Stores
› New ways to connect
› Productivity applications
› Media for the masses

8. Make better business decisions