4. Data explosion in Mobile Networks
Average mobile data usage (GB /month) and smartphone penetration (%)
0.51
0.33
0.20
65%
0.15
74%
50%
34%
2010
4
2011
2012
2013e
5. The industry faces challenges in the rapid
transition from Voice to Data Centric Pricing
5
6. Europe falling behind US
Service revenue growth %
10,0
8,9
8,0
5,4
6,0
4,0
5,4
5,8
4,5
6,4
5,5
3,2
US
2,0
0,0
-2,0
-4,0
Sep.11
Dec.11
Mar.12
-3,5
-4,6
-3,2
Jun.12
Sep.12
Dec.12
-6,3
-6,2
-8,9
-10,0
-12,0
Source: Enders Analysis based on company reports.
6
Jun.13
-4,2
-6,0
-8,0
Mar.13
-9,2
Western Europe
13. Summing-up
Data consumption, just beginning to
explode
From voice to data: Monetizing on
heavy investments - a Telco challenge
Video, new services and cloud
computing will boost demand for
capacity, speed and reliability
Customers adapts or rejects new
services and ideas continuously
Only one thing is for sure every
morning: You have to run!
13