brief analysis on trends and opportunites in the telco sector
Post on 07-Feb-2017
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Jesper RhodeTR4NSFORM
Perspectivas redes celulares
QMC Fev, 2017
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HYPER ISLAND
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Phone operator picture
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X XX
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1875 1900 1925 1950 1975 2000 2025
50B
50.5
PLACES
PEOPLE
THINGS
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Evolution of network segmentation
Shared Backbone
Shared Access
Mobile Service Platform
Mobile RetailTraditional Vertical operators
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MVNO development in Brazil
0
150
300
450
600
2012 2013 2014 2015 2016
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teleco.com 2017
x1.000 subscribers
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Spectral Efficiency (GSM, WCDMA, LTE, MIMO, etc
Spectrum
Transmission points
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Global mobile data growth 2011 - 2016
Ericsson Mobility Report Nov 2016
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Mobile operator revenue in Latin America
GSMA 2016
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In-building coverage
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Fiber penetration in Brazil
0
325
650
975
1300
2013 2014 2015
0
175
350
525
700
Vivo OiClar
o
Sercom
tel TIMAlga
r
Outras
263
21350
87
362
668
Teleco
x1.000 x1.000 Per operator in May 2016
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Global mobile data growth forecasted to 2022
Revenue
Ericsson Mobility Report Nov 2016
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Ericsson Mobility Report Nov 2016
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Ericsson Mobility Report Nov 2016
Ericsson Mobility Report Nov 2016
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Get it before your neighborTR4NSFORM
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IoT evolving into different value systems
Massive MTC / IOT
CAPILLARY NETWORKS
LOGISTICS, TRACKING AND FLEET MANAGEMENT
SMARTAGRICULTURE
SMART BUILDING
SMART METER
Critical MTC
TRAFFIC SAFETY & CONTROL
INDUSTRIAL APPLICATION & CONTROL
REMOTE MANUFACTURING,
TRAINING, SURGERY
REMOTE HEALTH CARE
Cellular M2M today
• Electricity meters• Connected cars• POS terminals• ETC
• ~400 million cellular M2M connections today
• Majority over GPRSLOW COST, LOW ENERGY SMALL DATA VOLUMESMASSIVE NUMBERS
Low Power Wide AreaULTRA RELIABLE
VERY LOW LATENCYVERY HIGH AVAILABILITY
4G Evolution & 5G
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Ericsson 2016
Operator product development for IOT
Massive MTC / IOT
CAPILLARY NETWORKS
LOGISTICS, TRACKING AND FLEET MANAGEMENT
SMARTAGRICULTURE
SMART BUILDING
SMART METER
Critical MTC
TRAFFIC SAFETY & CONTROL
INDUSTRIAL APPLICATION & CONTROL
REMOTE MANUFACTURING,
TRAINING, SURGERY
REMOTE HEALTH CARE
Cellular M2M today
• Electricity meters• Connected cars• POS terminals• ETC
• ~400 million cellular M2M connections today
• Majority over GPRSLOW COST, LOW ENERGY SMALL DATA VOLUMESMASSIVE NUMBERS
Low Power Wide AreaULTRA RELIABLE
VERY LOW LATENCYVERY HIGH AVAILABILITY
4G Evolution & 5G
Low level of integration
High level of integration
High Value per data instance
Low Value per data instance
Strip network resources Add network resources
Build, Partner, Acquire
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Ericsson 2016
Ericsson Mobility Report Nov 2016
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On the cusp of Something Big
2019
$1.3T IoT INVESTMENT
2020
$1.9T IoT VALUE-ADD
2021
16B IoT CONNECTIONS
Source: Gartner, IDC, Ericsson, McKinsey, AT Kearney
€1T EU28 IoT ECONOMIC VALUE
2025
$11T IoT ECONOMIC IMPACT
2016
30%IoT DEVICE GROWTH
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Operator and industry roles
Applications & Services
IT Systems & Platforms
Connectivity & Infrastructure Network
developerService enabler
Service creator
Service platform developer
Service producer
40%
40%
20%
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Ericsson
Vertical IoTApplications & Services
IoTService Enablement
IoTConnectivity Network
DeveloperServiceCreator
ServiceEnabler
~15%
~50%
100%
Share of
addressable
IoT revenue
Increased complexity with new:
Eco-systems
Business Models
Business Processes
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Ericsson
46
47
48
49
One network – multiple industries
A common network platform with dynamic and secure Network Slices
© Telefonaktiebolaget LM Ericsson 2015 | Ericsson June 2015
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50
5G
1000xMobile Data
Volumes10x-100xConnected Devices 5x
Lower Latency
10x-100xEnd-user Data Rates
10xBattery Life for Low
Power Devices
Source: METIS
Evolution Towards 2020
4G3G2G
© Telefonaktiebolaget LM Ericsson 2015 | Ericsson June 2015
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