清华MBA系列课件：产品开发-TelecomInnovation1

TrendsinTelecomIndustryandImpactonInnovationManagementDr.StefanWeigand(魏思文)Beijing，Dec1st2005ThinkforwardPage2ContentAboutDetecon1.RestructuringofTraditionalTelcos2.NewRolesofOperators3.TheImportanceofInnovation4.Page3Established:1954Diebold1977DETECONReorganized:2002DeteconInternationalGmbHSales2004:EUR125million600consultantsShareholder:T-SystemsInternationalGmbHMorethan3000projectsin120countriesinthelast36months1.AboutDeteconDetecon–yourinternationalpartnerintheconsultingmarketZurichBangkokBonnJohannesburgMiamiRestonSanMateoCairoAbuDhabiBeijingGlobalizationPage4TelcoIndustryIndustries&ServicesTheme-orientedconsultingapproachDrawingonthebenefitsofourglobalexperienceintheICTenvironment,weworktogetherwithourclientstodevelopnewbusinessareasandoptimizetheirbusinessactivitiesIntegratedconsultingportfolioOurintegratedapproachtomanagementandtechnologyconsultingcoverstheentirevaluechainConsulting1.AboutDeteconInthetelcosector,weofferacomplete,integratedconsultingportfolio;forIndustries&ServiceswefocusonICTtopicsInvestorsTravel&TransportHighTechIndustryFinancialServicesRegulatorsCarriersMediaManufacturingIndustriesServiceProvidersSupplierPage5We…...driveinnovationsforwardaspartofourserviceofferingstocustomersworldwide...providetheenergyandexperienceofmorethan600consultantsforlarge-scaleprojectsin120countries...conceiveintegralsolutionsonthebasisofourintegratedbusinessandtechnologicalcompetenceintheICTsectorandouruniqueproductssuchasNETWORKS...developpioneeringtechnologiesandsetstandardsaroundtheworldbydevelopingnewmobilecommunicationstechnologiesJoiningforcestoachievetopresultsfortheclient1.AboutDeteconDeteconsucceedsbylinkingmanagementconsultingandtechnologicalexpertisePage6Weareintensivelyinvolvedintopicsofmajorconcerntoourclients,suchas:¾thelong-termdevelopmentandtransformationoftheinternationaltelecommunicationsmarkets,¾thedevelopmentandintroductionofmoreflexiblebusinessmodelswithinthetelecommunicationsindustry,¾themigrationofexistingtelecommunicationsnetworksto“next-generationnetworks”,¾theoutsourcingandouttaskingofcompletenetworkinfrastructurestoexternaloperators,¾theincreasingconvergenceoffixed-networkandmobileservices.Operations&PerformanceCommunicationTechnologyStrategy&MarketingInformationTechnologySettingtrends1.AboutDeteconInourcompetencecentersweanticipatethedevelopmentofnewtrendsandtechnologicalinnovationsPage71.AboutDeteconReferencesfromthetelcoindustry–examplesofintegratedconsultingforspecificclientsWeunderstandboth…TelCoMarketsSupplierMarketsSupplierMarketsComprehensiveSupplierTechnologyKnowHowviavendorselectionprojectsPage8ContentAboutDetecon1.RestructuringofTraditionalTelcos2.NewRolesofOperators3.TheImportanceofInnovation4.Page92.RestructuringofTraditionalTelcosWhatdothesecompanieshavetodowithtelecombusiness?Page10DegreeofCompetitionDegreeofPrivatisation100%stateownedMonopolyontelecommu-nicationsStateownsmajorityofshares100%privatisedPTT-MonopolyPartialcompetitionTotalcompetition2.RestructuringofTraditionalTelcosDifferentroutestoliberalisationandprivatisationPossibleDirectionsofDevelopmentEachconstellationhasdifferentregulatoryandorganisationalrequirements.StateownsminorityofsharesPage112.RestructuringofTraditionalTelcosDevelopmentofTelecommunicationMarketsisDrivenbyThreeParametersCompetition&SubstitutionEffectsRegulatoryFrameworkMarketDevelopmentCompetition&SubstitutionEffectsRegulatoryFrameworkMarketEnvironmentPage122.RestructuringofTraditionalTelcosPrinciplesofregulation(1)ServiceCompetitionversusparallelnetworkCompetitionServiceCompetitionTherequirementofdominantoperatorstoprovideotheroperatorswithaccesstototheirnetworksandfacilities(German(andEU)-chosenapproach)ParallelNetworksCompetitionThefosteringofcompetitionthroughencouragingtheconstructionofalternativenetworks(UK-chosenapproach)¾TheseapproacheswherechosenundertheconditionofanalreadyexistingextensivenetworkPage13OpenNetworkProvisionUnbundledlocallineaccessobligationCostbasedinterconnectionpricesfornetworkandserviceprovidersObligationfornumberportabilityObligationfor3rdpartybilling„Call-by-Call“and„Pre-selection“2.RestructuringofTraditionalTelcosPrinciplesofregulation(2)Page14„Regulatoryobligationinliberalisedmarkets„Activetoolforachievingthecompanystrategy„Shiftofrevenuesfromretailtowholesale;rateofreturn„guaranteed“Incumbents„Nobusinesswithoutinterconnection;„Optimisationofexistingagreements;80-95%ofOPEXofanewentrantcanbeinterconnectionexpenses„Revenuesource;e.g.30-50%ofmobilerevenuescanbeincominginterconnectionNewEntrantsInter-connection/Wholesale2.RestructuringofTraditionalTelcosWhyisinterconnectionimportant?Page15„Thetelecommunicationswholesalemarketcomprisesallservices,whichareusedbycarriersandserviceproviderstozcreateownretailservices(byaddingvalue)zbuild-upowntelecommunicationsinfrastructure,whichisrequiredtocreateownretailservices„Wholesaleservices,whichoperatorsbuytosellthemwithoutaddedvaluetotheirretailcustomers,areconsideredasresaleservices.„Thereisnowholesalebusinesswithoutrelatedretailbusiness.„TheUSPofretailservicesdeter