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HUAWEI TECHNOLOGIES CO., LTD.
www.huawei.com
Leading
Profitable Mobile Broadband
- Huawei MBB Strategy
2011 Huawei Global Analyst Summit
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 3
2010 mobile terminals sales have a significant
impact on MBB
30% of smart devices sold in 2010 have an important impact on MBB!
984mn
[below
+18.5%]
Legend:
2010 shipments (million)
2009/2010 CAGR (%)
*) With cellular access
302mn
[+75%] 80mn
[+23%] 18mn*
[+63%]
3.9mn*
[N.A.]
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 4
$50B $6.4B
MBB is becoming a major source of revenue in
all regions
e.g. in 2010 Japan experienced more revenue from MBB than voice
It is expected that most of countries will follow Japan trend
$6.4B
$70B
$1.4B
Sources: Huawei World Market MBB Facts &
Statistics Q2-2010 based on 2009/2010 press
releases from Analysis Mason, Arthur D. Little,
CTIA, CCS Insight, Chetan Sharma survey,
Frost & Sullivan, Informa, OVUM, Pyramid
Research;
*) Estimation based on key
APAC countries situation
**) Based on 5 Europe countries:
France, Germany, Italy, Spain, UK
$35B** $8B**
USA (x3.2)
West Europe
(x4.4)
APAC (x4.2)
CALA (x4.5)
AME (x2.1) ***) SMS revenue to be
nearly half of all data
revenue
$22B***
$3B
$12B* 2014 2009
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 5
Need to convert volume into value
Fact: Millions of data applications are flying across mobile networks
Opportunity: The whole mobile industry and operators need to generate
revenue from this mobile data traffic
~ 700TB
Note: Across >20 countries in Africa, APAC, Europe, LATAM, North America regions
Source: Opera Mini mobile WEB browsing growth statistics [01-2011], http://www.opera.com/smw/2011/01/#snapshot
$ $ $ $ $ $ $ $ $
$
$
~ 300TB
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 6
Challenges in building a profitable MBB business
Value/Bit (Revenue Creation)
X
Z
Y
To compete with OTT, content providers, handsets suppliers…
To avoid being “bit pipe” providers only
USD/Bit (TCO Optimization)
End-users/Operators (Closed Relation)
To invest more and more network capacity
To deal with multiple networks
To deliver the best QoE with minimum
CAPEX/OPEX
To understand consumers interests and needs
To innovate for developing new business model (“value based pricing”)
To tackle new mobile opportunities like mobile cloud computing
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 8
GP
Vivo Globe
AM
CU
Mobily
Maxis
ET
FT
DT
VF
AT&T NTT
TEF
Bharti
Focus: Users
Experience & Network
Efficiency
Focus: Users & Data
Applications Eco-
system Development
Focus: Network
Solution for building a profitable MBB business
10%
10%
30%
50%
Non-SMS Data Revenue %
MBB Subs. %
30%
20%
20%
Broad
Smart
Single
+
+
50%
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 9
Single network – To guarantee optimized TCO
and smooth migration
Note: WiFi can be included into that multi-access scenario
Self-Organizing Network
Multi-Carrier
Multi-Access Standards
Flat Architecture
All-IP Transport
Multi-Antenna
“Networking Toolkit Box”
SingleCore
SingleRAN
SingleBackhaul
GSM
UMTS
LTE
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 10
North America
Latin America South Africa
MENA&CIS Europe
Single network – Huawei main choice of global
operators
The 1st vendor to provide convergent Single products
Large scale rollout with 100+ commercial references
Asia Pacific
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 11
Broad network - Meet 500X traffic challenge
The pipe shall not be the bottleneck of MBB growth
10X Hetnet
5X DC/MIMO/Re-farming
10X LTE/LTE-A
Solution
Access
Backhaul
Core
500X
500X
500X
500X traffic growth till 2020
2020
Traffic
500
X
• MBB user base will increase from 0.4 billion to
4 billion in the next 5 years
• Mobile Data Capacity prediction (CAGR=100%):
2011=1x 2012=2x 2020=500x
Source: Huawei Analysis (2010)
50X T3 Solution
10X IP MicroWave
50X Multiple Core CPU
10X Distributed Gateway
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 12
Broad network – To leverage broad contents through
Huawei inTouch Partnership Program
Latin America
AcotelWaumovilCyclelogicYavoxTakenet…
RotanaInfo2cellCadic SodiMobile-Zon…
CIS, M Asia
Europe
ArenamobileOperaJambaIndexEMINet-MExit Games…
North America
VerisignSONYWarnerNavteqTCS…
Africa
StarfishLeafSGKMobile Planet...
Asia
TencentAccessNavitimeJIGNetqinMobileExtremeSina…
Middle East
i-FreeInform-mobile…
Latin America
AcotelWaumovilCyclelogicYavoxTakenet…
RotanaInfo2cellCadic SodiMobile-Zon…
CIS, M Asia
Europe
ArenamobileOperaJambaIndexEMINet-MExit Games…
North America
VerisignSONYWarnerNavteqTCS…
Africa
StarfishLeafSGKMobile Planet...
Asia
TencentAccessNavitimeJIGNetqinMobileExtremeSina…
Middle East
i-FreeInform-mobile…
Over 300 CP/SP partners worldwide
Registration &
Account
application
Download
Dev Tool &
Create
Service
Test &
Approve
App/Service
Description
Upload
Operators
Choose
and Place
Orders
Launch
with
Huawei
SDP
inTouch
Online
Gallery
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 13
Broad network – To build alliance for addressing data
applications
[16-02-2011] Smart Philippines, the first global
commercial WAC enabled app store. The platform
provides opportunities for global developers to
create, synchronize and sell applications using
standard and open Application Programmable
Interfaces (APIs).
[15-02-2011] eBay deal to pre-load its
mobile apps into phones sold by Telefonica
UK. This is the 1st mobile pre-load deal
agreed by eBay anywhere in the world, and
the 1st time Telefonica has selected an app
to make available to its customers
[28-03-2011] Telefonica and Microsoft setup a partnership to
power applications development. In the short term, Telefonica
BlueVia SDK will integrate its key APIs (e.g. SMS, MMS,
advertising, users contextual information, etc.) with Microsoft's
Visual Studio, Silverlight and .Net Framework
Proven capability to bring Apps/Content through 3rd party on local or
international basis
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 14
Smart network - Beyond the dumb pipe to become
profitable
Visible: Clear network visibility on users behavior & services behavior
Manageable: Flexible policy & charging control, bandwidth use efficiency
Profitable: Triple win business model with friendly API to 3rd party providers
Visible
Manageable
Profitable
Dumb pipe
IP Backhaul, IPN
Big bandwidth
SGSN GGSN
Policy & Charging
Network visibility
Triple-Win
Unified Multi-access
DPI & SUR
PCC
API
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 15
Smart network - To leverage mobile cloud
computing capabilities
Operators MBB strategies need to be in line with mobile devices data and
cloud capabilities
Traditional handset
Low data traffic & voice
centric handsets
1
“Dumb/Cloud” device
Powerful GUI, tight
interaction with
networks & appl.
2
Smartphone
Powerful GUI,
embedded multimedia
appl. Smart-phones
3
Laptop, notebook,
tablet, PSP
Heavy data centric
terminals
4
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 16
Huawei MBB solution to guarantee profitability
Profitable MBB Business
Single
Unified platform
across all
technologies
Broad
Meeting capacity
needs and
developing a healthy
data applications
eco-system
Smart
E2E synergy to
improve the network
efficiency and the
end-users experience
Continuous customers-centric innovation
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential Page 17
Huawei MBB investments
75+ Key roles held
in standards organizations
10 Wireless R&D centers
20000+ R&D engineers
6400+ LTE/SAE 3GPP proposals
16 Joint mobile innovation
centers