5. "It is not the strongest that will survive, nor is it the most intelligent; but the one most adaptive to change" - Charles Darwin in Origin of the Species
7. TREND OF TELECOM CONVERGENCE ... Forces from computer and media industries Telecom Industry (Communication) mobility 3G/Wireless Internet xDSL Wireline Wireless/Cellular Intranet/Internet ISDN PC-WAN PSTN Carrier class PC-LAN Computer Industry (Computer) PC/Servers desk top computing main frames electronic publishing andentertainment Media Industry (Content)
8. Cable modem/setup box ADSL TREND OF TELECOM CONVERGENCE ... It bring convergence to services and contents From mobile towireless Wireless M-Taiwan From fixed to wireless PC/WLAN Celluar/Wifi handsets Convergence to services and contents Voice Voice Mobile Fixed Data Data Mobile evolution from 2G to 3G Contents TV Broadcast 3G From analog to digital
9. Source: 2006 Capgemini VAS REVOLUTION ... Example in mobile consumer market Already in 2004 UK ringtone sales reached €174m, 216% more than the €80m spent on CD singles. Mobile Music & Ring Tones 3,75 million UK customers now buy over one million audiotracks and music videosper month RIM’s BlackBerry is increasingly challenged by new market entrants: Microsoft, Nokia, Motorola, etc. Mobile TV & Video Six months after launch, 50% of Orange France’s 3G userswere watching TV on their mobile Mobile E-Mail & Messaging Samsung presented 10 mega pixel cameraphone in March 2006 (SCH-B600) France Telecom targets EUR 400 million by 2008 purely from content services “Trendsetter” iPod goes mobile:Apple plans launch of iPhone
10. Bubble size correlates to 2009 data revenues Possible Winners Potential Stars MOBILE EMAIL & VIDEO ARE THE MOST PROMISING Market Potential of Consumer Data Services in Western Europe Monthly ARPU (2009)(€) Also Ran's Compound Annual Growth Rate % (2004-2009) Source: Credit Suisse First Boston, “European mobile data trends”, April 2005; Capgemini TME Strategy Lab analysis.
22. THE RISE OF VAS Push to talk Call Management Services Video telephony Instant Messaging Location-based Services Mobile Commerce (Shopping, reservation, news , job hunting, money transfer, mobile brokerage) Mobile TV Mobile Advertising
23. THE WORLD IN YOUR HAND SMS MMS IM Television High quality audio Broadband Internet Email Banking Bill payment Shopping Gaming GPS