Market corner - 27/04/08

Publié le par Jean Arnal

A few set of market information released this week:

  • According to Compete Inc., US consumers are willing quad-play offerings, bundling mobile, fixed line, internet and TV.

  • According to Strategy Analytics, more than 90% of mobile operator EBITDA growth came from emerging markets in 4Q07. The ratio between EBITDA growth in developed countries and emerging countries is close to 1 to 19.

  • Global Industry Analysts forecasts that the wireless local loop (WLL) market would reach $7bn by 2010, mainly in LATAM and APAC.

  • Firefox web browser in Europe is close to a 30% market share.

  • China currently is the largest Internet user base' s country with some 221m.

  • India has become the second largest wireless market in the world with 261m (including WLL) subscribers.

  • J.D.Power & Associates' US survey found that unlimited plans boost overall satisfaction and lower churn.

  • Javelin Strategy & Research forecasts that contactless technology would become mainstream for payment cards. 57m consumers would make contactless payments by 2013.

  • According to ATT, the iPhone is good for boosting mobile data revenues (+57% in the quarter). The situation is quite different in Europe where MNOs have large stocks of unsold Apple iPhones and could be facing losses as they cut prices to clear stocks just before the announcement of a 3G version soon.

  • Analysys reports that mobile media and entertainment (MME) services in the United States would more than double during the next five years, and would account for over 12% of non-voice revenues.

  • In-Stat said that broadcast mobile TV is ready to be big in China next year, and would grow to 36m users by 2012. More generally, In-Stat said that the worldwide mobile TV broadcast subscription revenue would reach $12bn in 2012, and would remain fragmented (several standards) for years to come.

  • Gartner predicts that Apple will be in the top 5 smartphone makers by the end of the year.

  • ABI Research forecasts that the global GSM subscriber growth is expected to slow from 22% year-over-year in 2006 and 2007 to 14% in 2008 and 2009. WCDMA is expected to grow from 5% market share in 2007 to 14% in 2013.

  • According to TeleGeography, the undersea cable business is booming again. In the 08-10 period, 25 new systems would be launched for about $6.4bn revenues.

  • According to Heavy Reading, metro/regional WDM equipment revenue totaled $639m in 4Q07 and $2.4bn in 2007; multiservice Sonet/SDH revenue totaled $1.4bn in 4Q07 and $5bn in 2007.

Publié dans Market corner

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