How The Mobile And Telecom Industry Is Going To Look Like In 2020

1. Mobile In 2020 …

2. Mobile subscriptions are expected to increase
to $ 9.2 Billion by 2020.
By 2016 the number of smartphone
subscriptions will surpass those
for basic phones.
Source: ERICSSON MOBILITY REPORT, June
2015

3. WCDMA/GSM will make up the largest share of all subscriptions in 2020.
There will be around 3.8 billion WCDMA/GSM subscriptions by 2020, compared to around 3.7 billion
LTE subscriptions.
Source: ERICSSON MOBILITY REPORT, June 2015

4. Smartphone subscriptions set to more than double by 2020.
Source: ERICSSON MOBILITY REPORT, June 2015

5. Mobile video in general is forecast to grow by around 55 percent annually through to 2020, when it will
account for around 60 percent of all mobile data traffic.
Source: ERICSSON MOBILITY REPORT, June 2015

6. Source: ERICSSON MOBILITY REPORT, June 2015

7. 5G is expected to be commercially deployed in 2020.
5G will be able to cater for thousands of new use cases, as well as more traffic, more devices and more
types of devices – even those with different operating requirements.
Source: ERICSSON MOBILITY REPORT, November 2014

8. 3 MAJOR TRENDS THAT
THE TELECOM INDUSTRY
WILL SEE BY 2020

9. #1 INTEGRATION

10. “By 2020, it is likely that one or more
major telco companies will be acquired by
a content company.” - Christopher Surdak,
JD Global Subject Matter Expert,Analytics,
Governance and eDiscovery, HP Software

11. THE RISE OF DATA

12. THE RISE OF DATA
Source: ERICSSON MOBILITY REPORT, November 2014

13. The rising number of smartphone subscriptions
is the main driver of mobile data traffic growth.
Increased consumption of mobile/cellular data
per subscription – mainly driven by video – is
also contributing to this growth.
Source: ERICSSON MOBILITY REPORT,
November 2014

14. CSP REVENUE PER SUBSCRIBER HAS
DECREASED
Source:Telecom 2020: Preparing for aVery Different Tomorrow, September 2014

15. INTERNET PLAYERSVS TELECOM
COMPANIES
AT&T's market capitalization in 2014 was about
the same as it was in 2006, while Google's value
has more than doubled.
Facebook didn't even exist in 2006, and by 2014
it was worth roughly 40 percent more than
AT&T (approximately $222 billion).
Source: HP: Content Barons, Smart Dust & SkyNet: 6 Telecommunications Disruptions for 2020, 2015

16. INTERNET PLAYERSVS TELECOM
COMPANIES
Content companies are moving into the
infrastructure game.
Google’s new service Project Fi, is taking a plunge into
the $189 billion market for wireless service, creating
fresh competition forVerizon and AT&T and stepping
up efforts to boost sales and lure users to its Android
mobile-phone software.
Apple Inc. is assembling a high-speed network and
upgrading how it builds data centers, a push to be
more competitive with Amazon.com Inc., Google Inc.
and Microsoft Corp. in cloud services.
Source: Bloomberg.com: Google Announces Project Fi Wireless Network Starting at $20 per Month,April
2015, Bloomberg.com:Apple Said to Build High-Speed Network for Fast Content Delivery, June 2015

17. #2 INTERNET OF
THINGS

18. THE NEXT STEP IN THE INTERNET
REVOLUTION
Source:Alcatel-Lucent:THREE CONSUMER MARKET TRENDS THAT ARE IMPACTING TELECOM
INDUSTRY, May 2014

19. “‘The internet of things’ is the way of the
future. Internet will be ingrained in everything
that we do, in the objects we use like the
fridge monitoring and ordering food from the
store to insurance telematics where driving
behavior directly determines your insurance
premium.This way, our lives will be more
efficient and linked to the services we use.”
- Puijpe, Global Head of Telecom Media and
Technology at ING Commercial Banking

20. THE “INTERNET OF THINGS” IS COMING
AND IT’S GONNA BE BIG (NO... HUGE)
50 BILLION
DEVICES CONNECTED TO WIRELESS NETWORKS
WORLDWIDE BY 2020
$164 BILLION
REVENUE OPPORTUNITY BY 2018
Source: SAP:The CEO Perspective | The Transformation of the Telecommunications Industry,April 2015
Source:Telecoms.com: 2020Vision:The decade ahead

21. “By 2020, there will be 50 billion devices
connected to wireless networks
worldwide.The majority of this surge in
connections will come from machine to
machine applications” - John Cunliffe, Chief
Technical Officer at Ericsson UK

22. The number of cellular M2M subscriptions
is expected to reach around 800 million by
the end of 2020.
Source: ERICSSON MOBILITY REPORT, November 2014

23. HOW TELCOS ARE PREPARING -
TECHNOLOGY
In June 2014,Vodafone announced plans to
take over Italian based telematics firm Cobra
Automotive Technologies as it looks to move
up the M2M value chain.
A few operators, namelyVodafone,Telefónica,
Orange, Deutsche Telekom,Telecom Italia and
Verizon Wireless, have also developed
proprietary, in-house M2M operating
platform, deploying solutions provided by
Ericsson and Jasper on top.
Source: GSM Association:The Mobile Economy 2015

24. HOW TELCOS ARE PREPARING - SERVICES
ATT Digital Life created
a unique service with a
beautiful user interface to
protect and manage
homes using a
smartphone, tablet,
or computer.
Source: SAP:The CEO Perspective | The Transformation of the Telecommunications Industry,April 2015

25. #3 CASHLESS

26. “By 2020, not only will more transactions
take place via our mobile devices, whether
it’s our smartphones or wearable
technology leveraging near-field
communication (NFC) technology, we’ll
also see the emergence of even more
streamlined payment experiences.”
– Natasha Baker, Forbes

27. Mobile commerce is now forecast to
account for 21% of total digital commerce
by 2018, up from 12% in 2014.
Source: GSM Association:The Mobile Economy 2015

28. GROWTH OF THE GLOBAL DIGITAL
MCOMMERCE MARKET
Source: GSM Association:The Mobile Economy 2015

29. Pew Research predicts the end of regular
commerce by 2020, with mobile payments
“an obvious choice to replace established
modes of payment in day-to-day
commerce.” This paradigm, while profound,
represents a natural evolution
of human behavior.
Source: Forbes.com: How Instant Mobile Commerce Will Disrupt The WayYou Do Business, July 2012

30. A DAY IN THE LIFE OF A ‘LESS-CASH’
CONSUMER SOCIETY OF THE FUTURE
Source: SAP: Engage Customers and Build Loyalty in Developed and Emerging Markets, May 2013

31. THE SIGNS ARE CLEAR
Billing provider Boku has partnered with UK mobile
network operators O2, EE andVodafone to allow
customers to charge public transport tickets, takeaway
food, cups of coffee, and other ‘click and collect’
physical world purchases to their mobile phone bill.
Banco do Brasil has partnered with mobile network
operator Oi andVisa to offer NFC mobile payments in
Brazil. Users will be able to make payments with an
NFC phone at any of the 1.6 million contactless POS
terminals available throughout the country.
Source: GSM Association:The Mobile Economy 2015

32. SOURCES
• ERICSSON MOBILITY REPORT, June 2015
• ERICSSON MOBILITY REPORT, November 2014
• HP: Content Barons, Smart Dust SkyNet: 6 Telecommunications Disruptions for 2020, 2015
• 2014 IBM Global Telecommunications Consumer Survey
• Telecom 2020: Preparing for aVery Different Tomorrow, September 2014
• Bloomberg: Google Announces Project Fi Wireless Network Starting at $20 per Month,April
2015
• Bloomberg:Apple Said to Build High-Speed Network for Fast Content Delivery, June 2015
• Alcatel-Lucent:THREE CONSUMER MARKET TRENDS THAT ARE IMPACTING TELECOM
INDUSTRY, May 2014
• ING
Commercial
Banking:
The
‘internet
of
things’
and
the
future
of
telecommunicaons
• Telecoms.com: 2020Vision:The decade ahead
• SAP:The CEO Perspective | The Transformation of the Telecommunications Industry,April
2015
• GSM Association:The Mobile Economy 2015
• Forbes: 5 Tech Trends That Will Hit Every Retail Store By 2020,April 2015
• Forbes: How Instant Mobile Commerce Will Disrupt The WayYou Do Business, July 2012
• SAP: Engage Customers and Build Loyalty in Developed and Emerging Markets, May 2013

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