Габриэль Готье, Ассоциация телекоммуникационных...
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COPYRIGHT © 201 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
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GABRIELLE GAUTHEY Senior VP, President of Public Affairs, ALCATEL-LUCENT FIRST VICE-PRESIDENT, FRENCH TELECOM INDUSTRY ASSOCIATION
COPYRIGHT © 2012 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
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TELECOMMUNICATION TRENDS A FAST GROWING INDUSTRY
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NEW USAGES BEYOND ORIGINAL DATA SERVICES DRIVING MASSIVE CHANGES IN TECHNOLOGIES…
COMMUNITIES ARE BIG: 1.26bn users / 604m mobile users of Facebook Apps platform
ONLINE VIDEO IS HERE: 20% of primetime TV; 78% of US online adults watch/download videos
WRITE ONCE, RUN ANYWHERE: 2.1bn devices will support HTML5 by 2016
THE WEB GOES MOBILE: 25% of US web users are mobile-only, over 70% in some markets
THE CLOUD IS ON: over cloud apps start dominating apps store
SPECTRUM IS KING: combined use of licensed and unlicensed (Wi-Fi) spectrum
EVERYTHING ALL THE TIME: 8-18 year olds consume 11.5 hours of content in 7 hours (multiapps)
… AND OUR INDUSTRY TO BE MORE FLEXIBLE, AGILE, AND RESPONSIVE
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MOBILE DATA TRAFFIC GROWTH A WORLDWIDE REALITY
PB
/MO
NTH
32%
43%
25%
28%
49%
23%
2016
2011
0
2000
4000
6000
8000
10000
12000
14000
16000
2011 2012 2013 2014 2015 2016
EU APAC NAR
25 X Growth Over 5 Years
PB
/MO
NTH
Video streaming + Communications 66% OF TRAFFIC BY 2016
0
2000
4000
6000
8000
10000
12000
14000
16000
GamingAudio streaming File transfer M2M
Messaging and non-audio/video communicationWeb browsingVideo communication Video streaming2011 2012 2013 2014 2015 2016
Mobile data forecast 2011 - 2016 Europe, North America, and Asia Pacific
Cumulative traffic distribution 2011 - 2016 Europe, North America, and Asia Pacific
Source: Bell Labs research, 2012
Mobile Internet
70% of mobile traffic by 2014
Smartphones
2.5 billion devices by 2015
Mobile Internet
~ 70% of mobile traffic by 2014
Machine-to-Machine
X3 growth in the next five years
Video
~ 70% of internet traffic by 2014
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MULTI-BAND
NETWORK EVOLUTION INCREASED COMPLEXITY OF RADIO LAYERS TO SUPPORT GROWTH
HETEROGENEOUS NETWORK - MULTIPLE FREQUENCIES, TECHNOLOGIES, AND NEW ARCHITECTURES ARE NOT MUTUALLY EXCLUSIVE BUT COMPLEMENTARY
MULTI-LAYERS MULTI-STANDARD
Three heterogeneous aspects of the networks:
FEMTO WiFi
METRO
MACRO
4G/ LTE
3G/ HSPA
2G/GSM
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MOBILE DATA EXPLOSION CHALLENGES THE SUPPLY SIDE REQUIREMENTS
MORE SPECTRUM… • Speed up Digital Dividend spectrum allocation • Regional harmonization of band plans • Common calendar for spectrum release to reduce cross border interferences
ENHANCED SPECTRUM EFFICIENCY via TECHNOLOGY... • LTE migration, 2G/3G spectrum refarming • Contiguous spectrum allocation (wide-bands)
INCREASED SPATIAL EFFICIENCY with SMALL CELLS... • Simplified installation rules for volumes of equipments • Backhauling enablement to avoid transport bottleneck • WiFi offload to complement capacity in dense areas
DATA EXPLOSION
= HIGHER
CAPACITY
x2
x8
x2
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SPECTRUM KEY RESOURCE FOR THE MOBILE BROADBAND Spectrum remains the key limit to any radio access system - Existing bands for GSM and UMTS are eligible for refarming for more efficient technologies - New bands for LTE through repurposing: 2.6GHz, 800MHz, 700MHz, 2.3GHz, 3.6GHz
Key issues - Residual GSM spectrum requirements - Refarming calendar - LTE deployment priorities – coverage vs. capacity: 800MHz, 2.6 GHz, and/or 1800MHz - Small cell options: dedicated vs. shared carriers - Second digital dividend: new debate on broadcast needs vs. mobile broadband capacity - Future usage of the 3.6GHz spectrum: shared spectrum with database access, secondary licensing...
Spectrum sharing becomes a market reality - Voluntary share of spectrum - Secondary use of spectrum for wireless broadband services (LSA/ASA)
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DIVERSE POLITICAL AND POLICY AGENDAS
Spectrum: Public Safety, incentive auction for 600MHz, sharing in 3.5GHz, 700MHz licensing in Canada FirstNet: nation-wide network sharing for PS of the commercial networks 2G, PSTN sunset Net Neutrality
NORTH AMERICA
SOUTH AMERICA
Government initiatives: broadband, backbones, regulatory reform Spectrum & technology:
Digital Dividend licensing, LTE & small cells Local manufacturing Telecom taxation
ASIA PACIFIC EUROPE
AFRICA MIDDLE EAST
Government initiatives: broadband, backbones New business models on
National Wholesale Wireless Networks – PPP, SPV, JV Spectrum: Sub-Saharan
Africa decision to allocate DD1&2 for mobile broadband
Telecom Single Market Proposal, including: Cost methodology recommendation, spectrum coordinated calendar, small cells deployment facilitation, net neutrality Cloud R&D funding, consolidation • National BB plans – state
intervention on infrastructure • Pioneering on service-based
competition model • LTE TDD development • Small cells • R&D and innovation – 5G
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THE INDUSTRY REALITY ERODING REVENUES, INCREASING TRAFFIC, HIGHER COSTS
REVENUES
TRAFFIC
TRAFFIC & REVENUES DECOUPLED
VOICE Dominated DATA Dominated
COSTS
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THE INDUSTRY IMPERATIVE ENHANCE CUSTOMER EXPERIENCE
Personalized services Accelerated time to market New business models
Scale and manage capacity Reduce cost of operations Optimize operational structure Environment sustainability
-
+
REVENUES
VOICE Dominated DATA Dominated
COSTS
TRAFFIC
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MORE INVESTMENT INCENTIVES, MITIGATION OF RISKS: FINANCIAL, LEGAL, REGULATION, MARKET
THE FUTURE OF WIRELESS MUCH MORE, MUCH BETTER AND MUCH FASTER
MORE BANDS, MORE TECHNOLOGIES, MORE CELLS, MORE (FOCUSED) POWER, MORE TOWER FOOTPRINT
MORE BACKHAUL CAPACITY AND FROM CHALLENGING LOCATIONS, MORE BACKBONE FOOTPRINT
MASSIVE SCALING OF PACKET CORE FOR SMALL CELLS AND M2M
SUSTAINABLE (PROFITABLE) GROWTH @ OPTIMIZED CUSTOMER EXPERIENCE
LTE IN COVERAGE & CAPACITY SPECTRUM BANDS, WITH SMALL CELLS AND INFRASTRUCTURE SHARING CAN REDUCE 5-YEAR TCO BY MORE THAN 45%
+ + = +
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HOW TO ACHIEVE THE MORE, BETTER, FASTER…. CRITICAL SUCCESS FACTORS
Increase revenues from existing/new services
Enable new business models
Reduce total cost of network operations
Accelerate time to market
Optimize the customer experience
Dynamic scale & manage network capacity
Operation sustainability
Economical reach of untapped markets
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