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Analyst Opinions
IoT Healthcare Opportunities for MNOs: Market Forecasts and MNO Approaches
Healthcare expenditures are under increasing pressure, particularly in developed markets, because of increasing demands from an aging population, the growing incidence of chronic diseases, continuing healthcare advances, and supply side pressures, notably governments needing to lower their overall expenditure. We are seeing healthcare moving away from acute centres of care (e.g., hospitals) to home care and other care environments, which not only lowers costs, but also improve patient quality of life and their ability to remain independent. Mobile network operators...
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Analyst Opinions
Smartphone Trends in Asia: The Rise of Domestic Brands in Southeast Asia’s Smartphone Markets
Domestic mobile handset manufacturers are rapidly gaining a strong foothold in Southeast Asian countries with their feature-rich devices at much more affordable prices compared global vendors such as Apple, Samsung and Microsoft. Domestic smartphone vendors have enjoyed significant success in the Philippines and Indonesia on the back of low-cost devices accompanied with offers on entertainment and social media content and applications. Filipino vendor Cherry Mobile offers 4G mobile at $299, which has the same specs but costs nearly 30% less...
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Sector Analysis
Costa Rica: Government Embarks on its Second National Development Plan for Telecommunications to Promote Sector Growth and Innovation
Costa Rica’s telecommunications service providers will generate a combined $1.5bn in service revenue in 2016. 40% will come from voice services, both fixed and mobile. As elsewhere in the region, revenue from voice services will decline during the 2016-2021 period. We expect a -6.9% CAGR in fixed circuit-switched telephony revenue and a -2.2% CAGR in mobile voice, though fixed VoIP, supported by broadband players, will see a robust 15.4% CAGR over the same period. By 2021, we expect voice services...
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Sector Analysis
France: Higher-Speed Broadband and LTE to Stabilize ARPU and Contribute to Telecom Market Revenue Growth
The telecommunications market in France will generate service revenue of $36.8bn (€33.6bn) in 2016. The telecom services revenue will grow at a CAGR of 1.9% in local currency over 2016-2021, driven by the growth in fixed and mobile data segment revenue. Mobile data will be the largest contributor to overall service revenue in 2016, accounting for 28.6% of the total revenue, followed by fixed broadband (28.3%). Mobile data will record a CAGR of 9.0% in local currency over 2016-2021, driven...
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Sector Analysis
Germany: Germany: Mobile Data Up-Selling to Drive Revenue and Offset Losses from Switch-Off of Circuit-Switched Lines
The telecommunications market in Germany will generate service revenue of $48.9bn (€44.7bn) in 2016. Telecom services revenue will grow at a CAGR of 0.5% in local currency over 2016-2021, mainly due to Deutsche Telekom’s (DT) migration of circuit-switched lines to IP technology. Mobile data will be the largest contributor to overall service revenue in 2016, accounting for 26% of total revenue. During 2016-2021, mobile data will witness CAGR of 5.7% in local currency, owing to rising LTE adoption, growth in...
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Sector Analysis
India: 4G, Fiber Network Expansion and Auction of Technology-Neutral Spectrum to Drive Telecom Growth
India will be the third largest telecom services market in the Asia-Pacific (APAC) region in 2016. Pyramid Research estimates telecom services revenue to grow at a CAGR of 3.3% during 2016-2021, primarily driven by the growth in fixed and mobile data revenue. Mobile data will be the fastest-growing segment with a CAGR of 13.6% over the 2016-2021 period, owing to the launch and expansion of 4G and increased adoption of smartphones. In addition, ongoing investment in mobile network rollout and...
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Sector Analysis
Malaysia: Government’s National Broadband Plan and 4G and Fiber Expansion to Drive Broadband Growth
[Pyramid Research estimates the telecom service revenue in Malaysia to grow at a CAGR of 4.2% during 2016-2021, primarily driven by growth in fixed and mobile data revenue. Mobile data and fixed broadband will be the fastest-growing segments, along with VoIP. To offset the decline in traditional fixed and mobile voice and messaging revenue, operators are focusing on boosting fixed broadband uptake through bundled offerings and mobile data via mobile broadband and data-intensive services. The ongoing investment in mobile and...
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Sector Analysis
Israel: Investments in Fixed Infrastructure and Launch of 4G Services Will Drive Overall Telecom Growth
The telecommunications market in Israel will generate service revenue of $4.7bn in 2016. Pyramid Research expects to see overall service revenue grow at a gradual rate over 2016-2021. Over the next five years, operators can benefit from the opportunities available in rolling out or upgrading their networks. Vendors can partner with operators to facilitate the modernization of their networks, both fixed and mobile.
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Sector Analysis
Egypt: Market Shake-Up as the Fixed Voice Incumbent Acquires a 4G License and Prepares to Enter the Mobile Market
In 2016, Egypt will generate estimated telecom revenue of US$4.7bn or 1.7% of GDP, which is 8.5% lower than the previous year in US dollars due to local currency depreciation. Growth in fixed and mobile data services will drive the overall growth in the market in local currency. Total revenue will increase by 17.9% in Egyptian pounds over the 2015-2016 period. Vodafone Egypt will continue to dominate the telecom market despite increasing competition from other players. Telecom Egypt, the fixed-line...
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Thematic Analysis
Leaders and laggards in Global TMT - Global Thematic Research
After 20 years of torpor, key parts of Japan’s technology industry have been woken up by the rise of China, competition from Asian emerging markets, an ageing population and sagging productivity. Under Shinzō Abe’s leadership, Japanese business is starting to develop a ‘risk-on’, technologically innovative culture. Key industries of the future for Japan could be robotics, precision components, smart electric vehicles , high performance computing, consumer electronics, video games, ecommerce and social media. Japan’s leading companies in many of these...