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FutureBusinessModelsforTelecomIndustryHSN2001WorkshopSessionIXServiceProvidersandBusinessModel11.InternetEconomy2.E-business3.InternetEconomy4.?21.InternetEconomy1.1InternetEconomy1.2InternetEconomy1.3InternetEconomy31.1InternetEconomy(1)•DigitalConvergenceSource:••••••••41.1InternetEconomy(2)•MarketDivergence-----51.2InternetEconomy(1)•InternetEconomySource:InternetEconomyIndicators(2001)1999Q22000Q261.2InternetEconomy(2)•InternetSource:eCommerce(2000)71.2InternetEconomy(3)•B2B81.3InternetEconomy(1)•Wideningperformancegap-“Winnertakesalleconomy”Source:TheMcKinseyQuarterly(2001,No.1)Winners:companiesintop10%Losers:companiesinbottom10%91.3InternetEconomy(2)•Bigvalueinsmallpackages“”Source:TheMcKinseyQuarterly(2001,No.1)$6.0trillion$1.5trillionFortune100Fortune101-500SmallerthanFortune500100%=101.3InternetEconomy(3)•ValueChainValueNetworkSource:××××××1.2.3.112.E-business2.1E-business2.2E-business2.3122.1E-business(1)•SnapshotofIndustryConvergenceSource:PWCLeverageofE-BusinessBusinessvalueChannelEnhancementValue-ChainIntegrationIndustryTransformationConvergenceEnablerDriverStrategic/OrganizationalChange132.1E-business(2)•E-business1.ChannelEnhancement():/,,2.Value-ChainIntegration():3.IndustryTransformation():4.Convergence():142.2E-Business(1)•Enhancementmodels()-,:-e-:,,-e-:,-:-/:,152.2E-Business(2)•Integrationmodels()-:-e-:,-e-:extranet-CollaborationPlatform:extranetconcurrentengineering162.2E-Business(3)•Transformationmodels()--e-:(E-Steel,Chemdex)-e-:(Grainger,Employease)172.3•(1)-----(:)(:)182.3•(2)()193.InternetEconomy3.13.23.33.4203.1UMTSIS-2000(3X)384K~2MGPRSIS-95B115K/64KHSCSDIS-95B57.6K/64KEDGEIS-2000(1X)384K/144K‘98‘99‘00‘01‘02‘03~‘05GSMPhaseIIIS-95A14.4KOSVoiceDataConnec-tivity.PhoneBrowserConventionalVoiceHandsetMid-rateDataHandset(SmartPhone)High-rateDataHandsetC&CMultimediaTerminalFullMotionVideoTerminalUP(HTML)WAP(WML)AdvancedBrowser(XML)DataVideoProprietaryOS(REX,Nucleus)CommercialOS(WinCE,Palm,EPOC32,JAVA)CableIrDARF(Bluetooth)213.2B-ISDNB-ISDNGigaTera1(~‘97)2(‘98~2002)3(2003~2010)OS/INAIN/TMN/UPTTMN/TINAPSTN/ISDNPSDNLAN/MANCATV/ATM-LANHFCATM-PONFTTHPCSIMT-2000GMPCSHDTVISDSNWLL*OS-OperatingService*IN-IntelligentNetwork*AIN-AdvancedIN*TMN-TelecommunicationManagementNetwork*UPT-UniversalPersonalTelecommunication*TINA-TelecommunicationInfrastructureNetworkArchitecture*ATM-PON-ATM-PassiveOpticalNetwork223.3••••••••••••233.4(1)•Source:ADLUserUserUserNetworkoperatorNetworkoperatorNetworkoperatorServiceproviderServiceproviderServiceproviderValue-addedapplicationsproviderValueValue--addedaddedapplicationsapplicationsproviderproviderContentproviderContentproviderContentprovider%ofrevenueNotes•Networkoperatorsoftenintegratedwithserviceprovider•Value-addedapplicationslimitedtodirectoryservicesandotherlimitedvoiceinformationservicesNotes•Networkoperatorsoftenintegratedwithserviceprovider•Value-addedapplicationslimitedtodirectoryservicesandotherlimitedvoiceinformationservicesNotes•Networkoperatorsoftenintegratedwithserviceprovider•Value-addedapplicationslimitedtodirectoryservicesandotherlimitedvoiceinformationservicesNotes•Networkoperatorsoftenintegratedwithserviceprovider•Value-addedapplicationslimitedtodirectoryservicesandotherlimitedvoiceinformationservices100%72%23%3%2%243.4(2)•Source:ADLUserUserUserNetworkoperatorNetworkoperatorNetworkoperatorServiceproviderServiceproviderServiceproviderValue-addedapplicationsproviderValueValue--addedaddedapplicationsapplicationsproviderproviderContentproviderContentproviderContentprovider%ofrevenueNote•Networkoperatorabilitytocapturesignificantrevenuedependsonabilitytoactasgatekeeper.Therefore,40%isupperlevelNote•Networkoperator’sabilitytocapturesignificantrevenuedependsonabilitytoactasgatekeeper.Therefore,50%isupperlevel100%25%12%(Advertisingrevenues)38%25%253.4(3)•AT&T0%20%40%60%80%100%199920002004BusinessConsumerWirelessBroadbandOtherSource:LehmanBrothers264.?4.14.24.3274.1(1)•Enhancementmodels()-,-:,-(CRM):,284.1(2)•Integrationmodels()-end-to-end-ExtranetCollaborativePlatform-:/,294.1(3)•Transformationmodels()-,,,-B2B(Exchange):AOLTimeWarner304.2•ASP-:-:-:B2B314.3•21-//-,,-,/