mobile industry –strategic considerations chetan sharma · the pacific islands – a central...
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MobileIndustry– StrategicConsiderations
ChetanSharmaITUASPCOESeniorManagementTraining
OnTelecomStrategyforthePacific– NextFiveYears
16-18November2015Nadi,Fiji
FRAMEWORKFOR4TH THINKING
Revenu
e
Subscriptions
VoiceMessaging
Access
Apps
4th waveservices• Increasepenetration• Upgradenetwork• Introducenewservicesonthecurve• Bundleservices• Decreasecost• Regulatorystimulusasneeded
Growthintelecomservices
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MobileOperators:StrategicImperatives
Source:Operator’sDilemma(Opportunity): TheFourthWave
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VOICE:GROWà HARVEST
• Infrastructure– Cable– CellularDeployment
• ComplimentedbyWiFi– RemoteIslandcoverage– SatelliteServices– NetworkSharing– Government incentives
• ImproveAffordability– IncreaseReach– Cheaperdevices– GranularPlans– Morechoices,bundles (devices, services)– Competition
• MVNOs– Government incentives
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VOICE:HARVESTàMAINTAIN
• Affordability– IncreaseReach– Cheaperdevices– GranularPlans– Morechoices,bundles– Competition– Governmentincentives
• AlternateOTTmodels
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VOICE:MAINTAINà TRANSITION
• Voiceisbundledinwithdataservices• IPbasedOTTservicesdominate
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DATA&DIGITAL:Whereisyourgrowthteam?
• AllleadingOTTplayershavegrowthteamswhofocuson– Acquiringnewsubs– Introducingexistingsubstonewservices– Convertinglatentsubsintoactivesubs– Buildoffers,strategies,marketingaroundaddingnewcustomersastheirsolefocus
• Similardisciplineisrequiredattheoperatorleveltofocusongrowthandnewareas
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DATA:GROWà HARVEST
• Infrastructure– Cable– Cellular Deployment
• WiFi• Movefrom2Gto3Gto4G
– SatelliteServices– RemoteIslands– NetworkSharing– Governmentincentives
• Affordability– IncreaseReach– Cheaperdevices– GranularPlans– Morechoices,bundles– Competition
• MVNOs• AccessRegulations• Wholesaleregulations
– Governmentincentives– OTTframeworktodogranularservices (e.g.Lotusflare)
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DIGITAL:CreatingDemand
• Prioritizeapplicationareas– Govt-2-Citizens– Operator-2-Consumers– OTT-2-Consumers
• Mainapplicationareaswillmirrorexistingindustries– GovtServices
• EmergencyManagement• FinancialServices• Education• Agriculture• Mining• Health
– CommercialServices• Mining• Agriculture• Tourism• Fishing• Entertainment• Communications• Dataservices
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CaseStudies:Leading4th wavemobileoperators
ApplicationAreasApplicationArea ActivityType E.g.operator
Health Remotepatientmonitoring,Compliancemanagement AT&T,Verizon
Counterfeitdetection AfricanOperators
Telemedicine Bharti,Telefonica
ConnectedCar SenddiagnosticstotheOEM,dealer AT&T,Telefonica,Verizon
Buildconsumerservices– navigation,apps,entertainment
AT&T,Sprint
Cloud Hosting,Storage,Applications Verizon
Content Video Verizon,Telefonica
Security End-to-endenterpriseofferingacrossmultiplecountries AT&T,Verizon
Consumersecurityofferingfordevices,Homesecurity AT&T
Payments B2B Vodafone,Telefonica
B2C Vodacom,Smart
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ApplicationAreas
ApplicationArea Activity Type E.g.operator
M2M Connectivity,Roaming Vodafone, Telefonica,AT&T,Verizon
Environmental Sensorsinthephonecollecting dataandproviding info NTT DoCoMo
Consumer Digital services likemusic(service builtandoperated) ChinaMobile
Agriculture Commoditypricing,disease info Developing nationoperators
SmartCity Working withcities toinstall sensorstomanagetraffic,env,infotocitizens
Telefonica
IndustrialAutomation Puttingsensorsinjetengines,turbines,operations AT&T
Education Language courses Bharti
Analytics Analyticsasaservice Telefonica,AT&T,Sprint
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Howcanyouparticipateonthe4th wave?
• Collaboration is the only way to go– To have a shot at any of the vertical areas, one has to have scale– Just like collaborating on handset procurement gives some scale, working
together on a platform that can be jointly rolled out is essential• Individual corporate strategy is generally not in sync• Work with partners who have developed vertical expertise to help you address the
market opportunities• Collaborate/Resell Regional Operator solutions in your markets
• What’s your platform for innovation?– Using a combination of LTE and WiFi provides better ROI and quicker
time-to-market– An all-IP network enables new and/or enhanced services – voice,
messaging, content, enterprise– Modular network components to launch new services
TransformationChallenges
• Acknowledgement• Organization/Realignment• Rethink Platform• Communication• Execution
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Organizingforsuccess
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SettinguptheDigitalPractice
• Setupadigitalgroupseparatefromcoreoperations– Digitalgroupdirector’scharteristo• Identifyresources• Secureinvestment• Buildtheplatform• Identify2-5servicesthatcanbelaunchedinshort-term• Engagepartnersandcollaborators
• Failuresshouldbeembracedandconsideredasteppingstonetosuccess
• Buildlocalcapability
SettinguptheDigitalPractice
• Someobviousservicesforcollaborationseemtobe:– EmergencyManagement– MobileMoney– IndustrySectorApplications
• Tourism• Agriculture• Fishing• Mining• Health
• Involveallrelevantstakeholdersforinput• Involveactualusersinpilotstoiterateondesignandfunctionality• Recruitchampionsandtrainersofappsinthecommunity
Howtogoaboutbuildingapps
• Solutionshaveto“always”focusonaspecificneedthatneedsaddressing– Howcanefficiency,simplicity,andubiquitybeintroducedintothedesignofthesolutionset?
– Solutionshouldtrytobeplatformanddeviceagnostic– MobileshouldbepartofabroaderICTinitiative– Thereshouldbeaclearpathfrompilot,initialtestingtobroaddeploymentandadoption
– Initiativesacrossvariousverticals– agriculture,finance,health,etc.shouldbeconnected
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Apps
• Pilotsgalore!Migrationfrompilottoimplementationoftentough
• Pilotsneedtobepartofalongerroadmapforassessingprogressandfunding
• Citizensneedtobeactivelyinvolvedinthedesignphase
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PolicyQuestions
• Security• Privacy• DataCollection• UbiquityofSolutions/Apps• DeviceSupport• Liability• Other
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Privacy
• Howisdatacollected– opt-in/opt-out• Howisdataused• Howisthedatashared• Whereisthedatastored• Howareviolationsdealtwith• Howlongisthedatastored
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Regulatoryframework
• Developed– Europe:Strictestprivacypolicies– NorthAmerica:Regulatorybodiesarestartingtogetinvolvedw/privacyviolations.Approvedsmartphonestobeusedformedicalpurposes
• Developing– Laxpolicies,notenforced
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Incentivestodevelopforruralareas
• PhysicalIsolation,poorinfrastructure,fewassets,weakITaccess,weakinformationflow
• Greatneedfortimelyinformationandresponse• Integrationoflocal,regional,andinternationalsupplyandvaluechains
• Volatilityofcommoditymarketsandfoodsecuritychallenges• Wideavailability andaffordabilityofmobile• SMSaslowtechbutpowerfulmobiletechnology
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NewBusinessModels
• Granulartieredpricing• Shareddatapricing• Personalizedpricing• Equipmentleasing(Smartphonesandotherdevices)• Solutionpackaging• QoSbasedpricing/solutions• CustomizedOTTservices
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Private-PublicCollaboration
• Funding• TechnicalCollaboration• RegulationsandPolicy• DeveloperEcosystem• ConsumerEducationandawareness
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ChallengeforRegulators
• PromoteCompetition– Newoperators– NewMVNOs– AccessRegulations
• Ensurethatthewholevalue-chainisbenefittingfromthemobileappsexplosion
• Localdevelopercommunityshouldbedeveloped
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StrategicFactors
• Broadbanddeployment• Availabilityofaffordabledevices• Policyandregulationstoprotectconsumer• Policyandregulationstopromotecompetition• TrackindustryKPIs• Investmentinkeyareas– infrastructure,cloud,security• ClearG2Cinitiativesandroadmap
– Collaborativeapproachbetweenministries• Localcapacitybuilding• Localization• Leverageexistingsynergiesandframeworks• Platformapproachforcollaborationandreducetime-to-market• Datacollection,privacy,andsecurity
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CollaborativeFrameworkForDigitalServices
• Fordigitalservicestothrive,acollaborativeframeworkisneededinthepacificislands– Acentralcoordinatingauthority(perhapsPITA)
• Workonthebasicroadmapoftheplatform• Requirementsforthekeyapplications
– Agriculture,Tourism,Mining,Fishing• Capacitybuilding
– Technicalrepresentationfromeachinterestedpartytofeedintherequirementsfortheroadmap
– AllowcustomizationasneededontheUXandappdesign– Backendrunsonacloudservicethateveryonecantakeadvantageof
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InSummary
• Morechangeinthenext10yearsthantheprevious100• Mobilewilltransformeveryindustry• Opportunitiesabound.– NewServiceAreas– Commerce,Remittance,Games,Health,Retail,Advertising,Energy,etc.
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[email protected]:@chetansharmahttp://www.chetansharma.com
[email protected]:@mfutureforwardhttp://www.mobilefutureforward.com
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