There will be $213.8 billion of new revenues up for grabs
in the telecoms sector between 2012 and 2015, thanks to high growth in a number
of segments, according to Ovum.
11 telecoms segments will experience rapid growth and
burgeoning revenues, which players can capitalize on.
Telecoms operators around the world face a common challenge – maintaining positive revenue growth in the face of declining voice services
and a maturing data market. They can successfully manage this transition by
identifying and then capturing a part of the higher-growth segments. Securing
some of this growth is imperative for players to avoid the consequences of
stagnating revenues,” said John Lively, chief forecaster and author of the
report, Ovum.
The high-growth segments identified by Ovum include
mobile broadband, which will generate new revenues of $92 billion between 2012
and 2015, and fixed broadband, which will see new revenues of $51 billion for
the same period.
For both fixed and mobile operators, broadband services
represent the largest and most important new revenue opportunity available to
offset declines in voice and other legacy services. Combined, they will
generate approximately $267 billion in revenues for service providers globally
in 2011, and we project this figure to grow to $409 billion by 2015.
According to the report, for retail operators, other key
growth areas are managed and hosted IP voice, which will see $9.2 billion of
new revenues between 2012 and 2015, enterprise Ethernet services ($18 billion),
and consumer services such as digital music downloads and subscriptions ($11.5 billion)
and IPTV (Internet protocol TV) ($20 billion).
In the consumer segment, telecoms companies will be
competing with new over-the-top players, as well as traditional competitors.
Adopting a marketing approach that is tailored to consumer services will be key
to success in this sector.
Meanwhile for infrastructure vendors, IP/Ethernet
switches and routers, ROADMs, and 40G/100G networking gear are key growth
areas, together contributing $7.7 billion between 2012 and 2015.
Network-related services are also expected to outpace the market, generating
approximately $8 billion in additional sales.
For optical components vendors, demand will continue to
be more volatile than other segments, but 40G/100G components represent a key
growth opportunity here as well.
Infrastructure vendors must be well-positioned in one or
more of the high-potential product segments, and in the higher-growth regions,
to gain revenues above the industry average. A key challenge will be
maintaining a low-cost operational focus, while investing sufficiently in
leading-edge technology development.
Component makers should expect continued high volatility
in market demand. Winning a piece of the 40G and 100G technology wave will be
essential to avoid being left behind by their competitors.
By Telecomlead.com Team
editor@telecomlead.com
