中国电信增值业务趋势Frost&Sullivan中国

SolutionsMarketIntelligenceDecember20th,2002中国电信增值业务趋势Frost&Sullivan中国为中国通信企业协会电信增值业务专业委员会准备SolutionsMarketIntelligenceDecember20th,2002目录电信市场趋势未来的价值链对增值业务的思考运营商的变化制造商的对策SolutionsMarketIntelligenceDecember20th,2002电信市场趋势SolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002电信运营业的特点电信经济的特点：规模经济性范围经济性外部经济性电信运营管理的特点：从业务垄断到复杂价值链中的地位之争管理、服务、市场与技术高度一体化从基础服务提供商到娱乐服务提供商的过渡SolutionsMarketIntelligenceDecember20th,2002未来的价值链SolutionsMarketIntelligenceDecember20th,2002传统的价值链EquipmentVendorServiceProviderEndUserLucentAlcatelSiemensCiscoEricssonHuaweiNortelNokiaAT&TChinaTelecomVerizonNTTTelefonicaSprintBritishTelecomSingTelEnterpriseResidentialConsumersGovernmentResellersEducationTechnologytoEnablePre-MadeServicesDelivery&ControlofServicesConsumptionofServicesSolutionsMarketIntelligenceDecember20th,2002价值链的变化Liberalizingmarkets,rapidtechnologicalinnovation,largeamountsofavailablecapital,theInternet,andlow-costconsumerdevices……Haveturnedthestable,long-term,well-definedvaluechainintoawebofdynamic,real-time,unstructuredtransactionsSolutionsMarketIntelligenceDecember20th,2002价值网与生态环境Gateways&SoftswitchServers&PlatformsBaseStationsCPE&ConsumerDevicesServiceCreationSoftwareRoutersSatellitesOpticalEquipmentPTTsNetworkServiceProviderASP&DataCenterWholesaleCarriersISPsWirelessSPsMedia&ContentInternationalBandwidthProviderMSOsResellersSmallBusinessGovernmentLargeEnterpriseEducationResidentialAlmostanyonecanbeaconsumerorasupplierinthedynamicvaluechainstructureSolutionsMarketIntelligenceDecember20th,2002移动游戏市场价值链SolutionsMarketIntelligenceDecember20th,2002移动游戏市场生态环境SolutionsMarketIntelligenceDecember20th,2002对增值业务的思考SolutionsMarketIntelligenceDecember20th,2002电信增值业务发展热点固定电话网增值电信业务呼叫中心与客户关系管理移动网增值电信业务短信服务基于位置的移动增值业务因特网增值电信业务ASP/HostingServiceProviders其他数据传送网络电信增值业务VPN游戏市场MobileGamingOnlineGaming信息服务与电话会议系统固定网因特网电子商务市场因特网移动电子商务SolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002frost&sullivanSolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002SolutionsMarketIntelligenceDecember20th,2002中国开展移动游戏业务的建议中国移动游戏市场潜力巨大，但在很大程度上取决于提供商的市场开拓工作在对市场深入分析基础上提出的业务模式将是运营商和应用服务提供商合作开拓市场成败的决定性因素持续不断的市场促销是移动游戏业务成功的保证SolutionsMarketIntelligenceDecember20th,2002移动商务SolutionsMarketIntelligenceDecember20th,2002frost&sullivanSolutionsMarketIntelligenceDecember20th,2002frost&sullivanSolutionsMarketIntelligenceDecember20th,2002frost&sullivanSolutionsMarketIntelligenceDecember20th,2002frost&sullivanSolutionsMarketIntelligenceDecember20th,2002PAYBOXCountryofoperation:Germany,Sweden,Spain,AustriaandtheUK.Principalstakeholders:DeutscheBank-GermanbankinggroupDebitel-GermantelecomoperatorNotabledates:May2000-CommerciallaunchinGermanyNovember2000-CommerciallaunchinSwedenDecember2000-CommerciallaunchinSpainFebruary2001-CommerciallaunchinAustriaSeptember2001-CommerciallaunchintheUK.SolutionsMarketIntelligenceDecember20th,2002MOBIPAYCountryofoperation:Spain.Hasinterestininternationalexpansion.Principalstakeholders:Telefonica-networkoperator.Vodafone-networkoperator.Amena-networkoperator.BBVA(BancoBilbaoVizcayaArgentaria)-Spanishbankinggroup.BSCH(BancoSantanderCentralHispano)-Spanishbankinggroup.Sermepa-paymentprocessor.Sistema4B-paymentprocessor.Euro6000-paymentprocessor.SolutionsMarketIntelligenceDecember20th,2002中国发展电子商务的建议中国电子商务潜力巨大，特别是移动电子商务，可以显著增加ARPU值与银行之间合作与竞争的关系并存，迅速建立完善的基础设施和灵活的业务模式是成功的关键电子商务市场在中国的启动是一个转变观念的过程，可以从简单的应用开始逐步扩大，同时需要提供商从现在开始培养新的支付习惯SolutionsMarketIntelligenceDecember20th,2002无线虚拟运营ExistingservicesMobilesalesforceInformationServiceclientCallcentreMachinesdedistributionAlarmsystemsTracking/alertssystemsVoiceVideoConderenceE-mailOtherapplicationsFleetmgmt.B2BPersontoPersonPersontoMachineMachinetoMachineB2COtherapplicationsNavigationonInternetSMSE-shoppingGames,music…E-bankingSupplychainintegrationOtherapplicationsUMTSOther(RFID,Bluetooth…)GSMGPRSMobileservicesincreasedNewneedsexpressedbyusers/companiesNewapplications:specificNewapplicationsgenericNewapplicationsgenericNewapplicationsgenericSource:HalogenWirelessnetworksPariLocalisationServicesofferstrongpotentialforrevenues/marginsServiceswillallowanMVNOtodifferentiateitself无线虚拟运营业务SolutionsMarketIntelligenceDecember20th,2002MediaWishtomakecontentpaidforandcontrolitMobileOperatorsFinancialServicesWishtobecomethepaymentplatformsofdigitalbusinessWishtoincreasenetworkrevenuesthroughvalueaddedservicesDistributionWishtousebrandstrengthandphysicalpresenceMVNO对各方的机会SFRSolutionsMarketIntelligenceDecember20th,2002MobiletelephoneMerketPublicBodiesEquipmentSuppliersMobileOperatorsDistributorsServiceProvidersContentProvidersTraditionalInteractionsMVNOMVNOInteractions谈判能力是成功的关键之一SolutionsMarketI