世界移动数据竞争分析报告（英文版）(pdf 43页)

世界移动数据竞争分析报告目录：
CHAPTER 1: AN OVERVIEW
INTRODUCTION .4
ORGANIZATION OF THE STUDY.5
SUMMARY AND CONCLUSIONS.5
CHAPTER 2: WHAT UMTS DELIVERS
INTRODUCTION .6
THE UMTS RELEASES.6
SUMMARY AND CONCLUSIONS.8
CHAPTER 3: QUANTIFYING THE LOWER COSTS OF W-CDMA
INTRODUCTION .9
CONTRIBUTORS TO UNCERTAINTY 9
COST SAVINGS AND THEIR CONTEXTS 10
REALIZING THE COST SAVINGS ..11
SUMMARY AND CONCLUSIONS..12
CHAPTER 4: QUANTIFYING THE IMPACT OF LOWER TARIFFS
INTRODUCTION ..13
DECLINING TARIFFS AND INCREASING MINUTES OF USE (MOU) .13
THE INCREASE IN ARPU .15
THE STATUS OF AMPU .18
SUMMARY AND CONCLUSIONS..21
CHAPTER 5: THE GROWING DATA MARKET
INTRODUCTION ..22
THE KOREAN EXPERIENCE ..22
THE EUROPEAN EXPERIENCE 24
THE JAPANESE EXPERIENCE..25
SUMMARY AND CONCLUSIONS..28
CHAPTER 6: THE SERVICE OPTIONS OF UMTS OPERATORS
INTRODUCTION ..29
THE “SWEET SPOT” OF PROFITABILITY 30
VIDEO-TELEPHONY .30
MULTIMEDIA SERVICES 31
THE INCREASING SOPHISTICATION OF HANDSETS AND SERVICES 32
SUMMARY AND CONCLUSIONS 32
CHAPTER 7: MARKET SEGMENTATION
INTRODUCTION ..34
CONSUMER MULTIMEDIA SERVICES.34
NTT DoCoMo ..35
Vodafone ..35
RUNNING A “SMART PIPE” 36
CORPORATE ENTERPRISES AND SMALL-TO-MEDIUM BUSINESSES (SMBS) 37
THE MOBILE LAPTOP MARKET ..38
SUMMARY AND CONCLUSIONS..39

 

世界移动数据竞争分析报告内容简介：
Our first study concluded that UMTS/W-CDMA will provide increased capacity and, as a consequence,
lower operator costs, particularly in terms of voice.
However, to gain the full revenue potential of UMTS/W-CDMA, operators must support data.
This study examines the extent to which UMTS/W-CDMA will lower operator costs, how far operators
might reduce tariffs, and the extent to which such reductions will increase traffic, revenues, and
profits. In addition, it explores the strategies that operators might pursue to expand data revenues.
CHAPTER TWO
UMTS offers operators two key advantages. First, through its W-CDMA air-interface and new
spectrum allocation, it delivers greater capacity than does GSM-GPRS or EDGE. Second, because
of its more efficient air interface, it provides a lower cost per bit transmitted than does GSM-GPRS
or EDGE. The greater capacity and lower cost are now available through Release 99.
This lower cost will enable operators to reduce tariffs and, thereby, generate greater traffic.
Greater traffic will lead to greater revenues and profits.
Subsequent releases of UMTS will specify greater functionality and eventual migration to an all IP
network. This will stimulate more applications and, in turn, revenues.
CHAPTER THREE
Node B base stations will reduce per bit costs to 10.0 to 15.0 percent those of GSM. However, to
derive “true” costs, one must account for other network elements, customer acquisition and care,
and future declines in network hardware costs. Doing so indicates that over the next five years, the
full costs of UMTS will fall to 19.1 to 28.7 percent those of GSM-GPRS today – or 3.5 to 5.2x less.
Such savings assume a fully loaded network. This will occur as UMTS matures – at about the end of 2006.

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