Tag: GSMA Intelligence

Mobile 360 MENA

This event has now passed. 

GSMA Mobile 360 Series – MENA showcased the impressive commitment made by the region’s mobile operators, technology industry and governments to invest in transformative technologies such as AI, Blockchain and 5G. The region’s ambitious and rapid transformation is propelling MENA into the global spotlight as the go-to place to experience the implementation of technology’s latest trends and innovations.

At the GSMA Intelligence stand, attendees had the opportunity to demo our insights dashboard, explore our latest research and meet experts in our analyst team. Two new reports authored by GSMA Intelligence were also released.

Read More

Read our wrap-up blog on the Mobile 360 MENA here.

IoT World Forum 2019: Exploring New Verticals in the IoT Market

Sylwia Kechiche, Principal IoT Analyst, GSMA Intelligence is joining British Telecom, Cisco, Deutsche Telekom, Orange and SAP in the panel “Exploring New Verticals in IoT Market” at IoT World Forum 2018, moderating and sharing her insights of the key IoT technology, device and market development.

This session is organised by the GSMA IoT programme. For more information, visit their website.

Sylwia Kechiche, Principal IoT Analyst, GSMA Intelligence is joining British Telecom, Cisco, Deutsche Telekom, Orange and SAP in the panel “Exploring New Verticals in IoT Market” at IoT World Forum 2018, moderating and sharing her insights of the key IoT technology, device and market development. The panel will take place on:

Speakers:

  • John Candish, Vice President IoT, SAP
  • Luc Savange, Vice President, Digital, Orange
  • Jon Carter, Head of Connected Home, Deutsche Telekom
  • Chris Sims, Manager Director, IoT, BT
  • Joseph Bradlly, Cisco

Analyst warns 5G alone unlikely to yield high rewards

LIVE FROM GSMA MOBILE WORLD CONGRESS AMERICAS 2018: The launch of 5G services will offer limited price upside compared to early 4G launches, GSMA Intelligence research director Pablo Iacopino (pictured) warned, as he urged operators to use the new network technology to offer a wider range of services.

Speaking at the GSMA Intelligence Americas Summit, Iacopino noted 5G was set to launch faster across many markets than the majority of the mooted services expected to drive future revenues.

“Immersive reality [for example] is far from an acceptable user experience,” he said. “The challenge for operators is to monetise 5G from the consumer segment, as faster speed on its own has minimal price uplift.”

He went on to note the increase in consumer prices following the launch of 4G was short-lived, especially in markets where launch prices for 4G were much higher than existing 3G services.

“4G will pay the bills for the next ten years which means 4G will account for the lion’s share of operator revenues,” he added.

The analyst noted operators should avoid selling 5G as a consumer proposition in its own, as it was unlikely to be a compelling offer. Instead, he recommended linking it to other products and services.

Potential technologies Iacopino expects to be supported (and potentially sold alongside 5G) include: IoT, 8K television, immersive reality, artificial intelligence and advanced gaming.

ZDNet: Nearly half of US mobile connections will be on 5G by 2025

The US is poised to lead the world in 5G adoption, according to a new report from the GSMA, a trade association that represents mobile network operators worldwide.

By 2025, 49 percent of all mobile connections in the US are forecast to be running on 5G, according to the Mobile Economy 2018 report. That’s compared to around 41 percent in Canada and 30 percent in Europe and key Asian markets.

Full Article

Verizon SVP pushes for purchases not partners

LIVE FROM GSMA MOBILE WORLD CONGRESS AMERICAS 2018: Striking partnerships for IoT launches and moves into vertical markets could restrict the long-term benefits from successful ventures, Verizon Connect SVP product strategy Jason Koch (pictured) warned, adding acquisition of companies already in the sector could potentially be a more lucrative strategy.

Koch, whose former company was one of several bought by the operator to form what is now the Verizon Connect telematics division, said although acquisition may be a better route to success in the IoT ecosystem, it was also a more challenging one.

“It’s easy to partner with a third party to bring a solution to market, you just give up a bunch of the value capture when you do it,” he said. “You also give up the future value that you may not understand what it is today – especially with software and technology that changes so quickly, you don’t really know what you have at this moment.”

Speaking at the GSMA Intelligence Americas Summit on the eve of Mobile World Congress Americas, the executive said when assessing acquisition targets, it was important to bring in those with a “full stack” solution in place rather than just the infrastructure.

He also warned operators that building solutions themselves may prove problematic.

“You see it all the time,” he noted. “Companies think they have a core competency so they try and build something. After they try, and sometimes fail, they think maybe that wasn’t their core competency so they partner with somebody.”

Koch concluded: “Every company has to pick their own strategy based on time to market, known quantity, established business case. The easiest decision and lowest risk decision is to go partner, it’s not always the best long term strategy.”

US, Canada to lead global move to 5G

LIVE FROM GSMA MOBILE WORLD CONGRESS AMERICAS 2018: North America will dominate global 5G take-up by 2025, with around 200 million connections in the USA and Canada representing 49 per cent of the region’s projected total mobile market by that point, the GSMA predicted.

A new Mobile Economy report from the Association forecast North America will be significantly ahead of Europe (30 per cent) and key Asian markets including China, Japan and South Korea (30 per cent, aggregate). The 200 million milestone will be double a forecast of 100 million connections expected to be hit in late 2022.

The findings reflect the progress the US, in particular, is making in 5G, with operators AT&T [1] and Verizon [2] expected to launch commercial networks this year, the first in the world. Operators in Canada are tipped to launch 5G in 2020.

Between 2018 and 2020, mobile operators will invest $122 billion in capex in North America, mostly driven by network maintenance and early 5G rollouts which are likely to require densification through small cell deployments, new antennas and transmission upgrades.

The Association also found that the number of unique mobile subscribers in North America exceeded 300 million in 2017, representing 84 per cent of the population and the second-highest subscriber penetration rate globally behind Europe. The subscriber base is forecast to increase to 328 million by 2025, lifting the penetration rate to 86 per cent.

Meanwhile the number of IoT connections in North America is forecast to almost triple between 2018 and 2025, reaching almost 6 billion.

Economic contribution
This growth is also resulting in a strengthened contribution to the region’s economy. By 2022, the mobile industry’s economic contribution is expected to increase 32 per cent to $1.1 trillion, or 4.9 per cent of GDP, up from $833 billion (4 per cent of GDP) in 2017, driven by increased productivity and the ongoing digitisation of industry and services.

North America’s mobile ecosystem also supported nearly 2.4 million jobs in 2017 and was responsible for $114 billion in public sector funding via general taxation (not including funds raised by spectrum auctions).

High subscriber penetration coupled with historically high consumer spend on mobile services means the mobile market in North America generated $260 billion in revenue in 2017. The US is the largest market worldwide in terms of revenue, about 40 per cent greater than China; bigger than the entire European mobile market; and larger than CIS, Latin America, MENA and Sub-Saharan Africa combined.

[1] https://www.mobileworldlive.com/featured-content/home-banner/att-names-cities-and-vendors-as-5g-plan-progresses/
[2] https://www.mobileworldlive.com/featured-content/home-banner/us-players-set-5g-battle-lines-for-mwca-showdown/

Download the GSMA Intelligence Product Brochure

This is the official 2018 Mobile World Congress Americas website. We’re excited to start this journey with you, the event will be held in a few short months addressing North, Central and South American markets and highlighting innovation

GSMA Intelligence is the leading source of data and insights, serving the mobile ecosystem and beyond. We are the global home of mobile market information, driven by our team of expert analysts.

Our brochure gives an overview of the data we offer, highlights from our research agenda including our original series and how to find out more.

Download Brochure

Wall Street Journal: Samsung Joins Race to the Bottom for Global Smartphone Prices

Samsung Electronics Co. is building the world’s largest phone factory in India in an effort to tap the industry’s next growth area: cheap smartphones.

After waging a decade long battle with Apple Inc. for the world’s most affluent consumers, the South Korean electronics giant is now looking to fend off Chinese companies trying to dominate the market for inexpensive phones. That market is twice the size of the high-end market but offers lower profitability.

Full Article

Press Release: GSMA finds that consumers in developing countries are hard hit by high spectrum prices

Kigali, Rwanda – Better spectrum pricing policies are needed in developing countries to improve the economic and social welfare of the billions of people that remain unconnected to mobile broadband services, according to a new report, ‘Spectrum Pricing in Developing Countries’, released by the GSMA today at the Mobile 360 – Africa conference in Kigali. The study reveals that spectrum prices in developing countries are, on average, more than three times higher than in developed countries, when income is taken into account. This high spectrum pricing is a major roadblock to increasing mobile penetration.

Full Press Release