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Jesper Rhode TR4NSFORM Perspectivas redes celulares QMC Fev, 2017

Brief analysis on trends and opportunites in the telco sector

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Page 1: Brief analysis on trends and opportunites in the telco sector

Jesper RhodeTR4NSFORM

Perspectivas redes celulares

QMC Fev, 2017

Page 2: Brief analysis on trends and opportunites in the telco sector
Page 3: Brief analysis on trends and opportunites in the telco sector

TR4NSFORM

HYPER ISLAND

Page 4: Brief analysis on trends and opportunites in the telco sector
Page 5: Brief analysis on trends and opportunites in the telco sector
Page 6: Brief analysis on trends and opportunites in the telco sector
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Phone operator picture

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X XX

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1875 1900 1925 1950 1975 2000 2025

50B

50.5

PLACES

PEOPLE

THINGS

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Page 18: Brief analysis on trends and opportunites in the telco sector

Evolution of network segmentation

Shared Backbone

Shared Access

Mobile Service Platform

Mobile RetailTraditional Vertical operators

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Page 19: Brief analysis on trends and opportunites in the telco sector

MVNO development in Brazil

0

150

300

450

600

2012 2013 2014 2015 2016

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teleco.com 2017

x1.000 subscribers

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Spectral Efficiency (GSM, WCDMA, LTE, MIMO, etc

Spectrum

Transmission points

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Spectral Efficiency of cellular technologies

dailywireless.org

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Global mobile data growth 2011 - 2016

Ericsson Mobility Report Nov 2016

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Mobile operator revenue in Latin America

GSMA 2016

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In-building coverage

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Fiber penetration in Brazil

0

325

650

975

1300

2013 2014 2015

0

175

350

525

700

Vivo OiClar

o

Sercom

tel TIMAlga

r

Outras

263

21350

87

362

668

Teleco

x1.000 x1.000 Per operator in May 2016

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Global mobile data growth forecasted to 2022

Revenue

Ericsson Mobility Report Nov 2016

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Ericsson Mobility Report Nov 2016

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Ericsson Mobility Report Nov 2016

Page 36: Brief analysis on trends and opportunites in the telco sector

Ericsson Mobility Report Nov 2016

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Page 37: Brief analysis on trends and opportunites in the telco sector

Get it before your neighborTR4NSFORM

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IoT evolving into different value systems

Massive MTC / IOT

CAPILLARY NETWORKS

LOGISTICS, TRACKING AND FLEET MANAGEMENT

SMARTAGRICULTURE

SMART BUILDING

SMART METER

Critical MTC

TRAFFIC SAFETY & CONTROL

INDUSTRIAL APPLICATION & CONTROL

REMOTE MANUFACTURING,

TRAINING, SURGERY

REMOTE HEALTH CARE

Cellular M2M today

• Electricity meters• Connected cars• POS terminals• ETC

• ~400 million cellular M2M connections today

• Majority over GPRSLOW COST, LOW ENERGY SMALL DATA VOLUMESMASSIVE NUMBERS

Low Power Wide AreaULTRA RELIABLE

VERY LOW LATENCYVERY HIGH AVAILABILITY

4G Evolution & 5G

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Ericsson 2016

Page 41: Brief analysis on trends and opportunites in the telco sector

Operator product development for IOT

Massive MTC / IOT

CAPILLARY NETWORKS

LOGISTICS, TRACKING AND FLEET MANAGEMENT

SMARTAGRICULTURE

SMART BUILDING

SMART METER

Critical MTC

TRAFFIC SAFETY & CONTROL

INDUSTRIAL APPLICATION & CONTROL

REMOTE MANUFACTURING,

TRAINING, SURGERY

REMOTE HEALTH CARE

Cellular M2M today

• Electricity meters• Connected cars• POS terminals• ETC

• ~400 million cellular M2M connections today

• Majority over GPRSLOW COST, LOW ENERGY SMALL DATA VOLUMESMASSIVE NUMBERS

Low Power Wide AreaULTRA RELIABLE

VERY LOW LATENCYVERY HIGH AVAILABILITY

4G Evolution & 5G

Low level of integration

High level of integration

High Value per data instance

Low Value per data instance

Strip network resources Add network resources

Build, Partner, Acquire

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Ericsson 2016

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Ericsson Mobility Report Nov 2016

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Page 43: Brief analysis on trends and opportunites in the telco sector

On the cusp of Something Big

2019

$1.3T IoT INVESTMENT

2020

$1.9T IoT VALUE-ADD

2021

16B IoT CONNECTIONS

Source: Gartner, IDC, Ericsson, McKinsey, AT Kearney

€1T EU28 IoT ECONOMIC VALUE

2025

$11T IoT ECONOMIC IMPACT

2016

30%IoT DEVICE GROWTH

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Page 44: Brief analysis on trends and opportunites in the telco sector

Operator and industry roles

Applications & Services

IT Systems & Platforms

Connectivity & Infrastructure Network

developerService enabler

Service creator

Service platform developer

Service producer

40%

40%

20%

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Ericsson

Page 45: Brief analysis on trends and opportunites in the telco sector

Vertical IoTApplications & Services

IoTService Enablement

IoTConnectivity Network

DeveloperServiceCreator

ServiceEnabler

~15%

~50%

100%

Share of

addressable

IoT revenue

Increased complexity with new:

Eco-systems

Business Models

Business Processes

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Ericsson

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One network – multiple industries

A common network platform with dynamic and secure Network Slices

© Telefonaktiebolaget LM Ericsson 2015 | Ericsson June 2015

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50

5G

1000xMobile Data

Volumes10x-100xConnected Devices 5x

Lower Latency

10x-100xEnd-user Data Rates

10xBattery Life for Low

Power Devices

Source: METIS

Evolution Towards 2020

4G3G2G

© Telefonaktiebolaget LM Ericsson 2015 | Ericsson June 2015

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Page 53: Brief analysis on trends and opportunites in the telco sector

@jesperrhode

facebook.com/lifeonplanetdigital

br.linkedin.com/in/jesperrhodeslideshare.net/jesperrhode

jesperrhode.blogspot.com.br

[email protected]@[email protected]

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