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Telecommunications Outlook
2012+
February 2012
Booz & Company
Febrero 2012
In 2011 we have observed how certain Communication and
Technology trends became a massivereality, opening a new world
of opportunities...
Enablers of Change
New Business models
New Reality
1
Devices
3
Data centricity
5
Social Media
2
Ultra Broadband
4Cloud
6
Digitalization
... and thus forcing the ICT sector and other industries to rethink
their future reality
Booz & Company
February 2012
1
Enablers of Change
New Businessmodels
New Reality
1
Devices
3
Data centricity
5
Social Media
2
Ultra Broadband
4
Cloud
6
Digitalization
1
Devices: Smartphones
The mobile arena isundergoing a radical change of its handsets
towards smartphones
Handsets sales mix
Smartphones per capita
(Dic ’11)
(Western Europe)
90%
Forecast
Smartphones 32%
Feature
58%
Phone
47%45%
54%
39%
61%
64%
28%
72%
22%
52%
81%
9%
8%
8%
7%
6%
2011
2012
2013
2014
2015
46%
Austria
Spain
44%
44%
43%
DenmarkIsrael
Finland
14%
5%
2010
Low cost
47%
Singapore
Hong
Kong
Sweden
Source: Pyramid Research Smartphone Forecast Pack 2Q11, Booz & Company analysis
Booz & Company
February2012
3
1
Devices: Smartphones
The decrease on cost of smartphones has proven critical, however
current subsidy policies are becoming non-sustainable
Commercial costs increase driven bySmartphone subsidies
Average relative handset cost
(based on the average cost of LC)
x3
Broad range
120€-500€
8.7
x3
3.1
1.0
Low Cost
Feature
Phone
Smartphone
ExamplesSprint losses hit $1.3 billon over
iPhone costs
by Matt Peckham, PCWorld
Sprint says it sold 1.8 million iPhones
between October and December 2011, of
which roughly 720,000 were new customers,...
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