Becoming Telco 2.0 Toward Knowledge Based Economy Arief Mustain Sesindo 2010 Surabaya, 4-Desember-2010.
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Becoming Telco 2.0 Toward Knowledge Based Economy
Arief Mustain
Sesindo 2010Surabaya, 4-Desember-2010
Sesindo 2010Surabaya, 4-Desember-2010
2
Content
Knowledge based Economy Overview
Knowledge Based Economy Players
Becoming Telco 2.0
Infrastructure and technology• Computers in schools/home• Digital TV transition• Convergent services and devices• Spectrum planning and licensing• Broadband Access Availability
Ensuring all potential users have the skills to access the digital economy
• Digital/ICT literacy• Community readiness/connectivity• ICT skills training (students and
teachers)• Government Leadership
Opportunities for innovative content and application creation for community and commercial use
• Content regulation (online and convergent devices)
• Codes of practice (broadcasting and internet regulation)
A secure and trusted environment for digital information
• E-security, Cyber-safety• Identity management• IPv6 Readiness• Service reliability• Future proof technology adoption
To capitalise on the growing knowledge based economy, we need to consider:
Connectivity Capabilities
ContentConfidence
Infrastructure and technology• Computers in schools/home• Digital TV transition• Convergent services and devices• Spectrum planning and licensing• Broadband Access Availability
Ensuring all potential users have the skills to access the digital economy
• Digital/ICT literacy• Community readiness/connectivity• ICT skills training (students and
teachers)• Government Leadership
To capitalise on the growing knowledge based economy, we need to consider:
Connectivity Capabilities
Even companies that have made significant investments in information technology are not getting the results they could be. What's interesting is that the gap is not the result of a lack of technology spending. In fact, most companies have invested in the basic building blocks: PCs for productivity applications; networks and electronic mail (e-mail) for communications; basic business applications. The typical company has made 80 percent of the investment in the technology that can give it a healthy flow of information yet is typically getting only 20 percent of the benefits that are now possible. The gap between what companies are spending and what they're getting stems from the combination of not understanding what is possible and not seeing the potential when you use technology to move the right information quickly to everyone in the company.
Country ICT Indicators
The growing of knowledge based economy will be determined by the closest element around users; devices
PC/NB
WiFi EnableGadget
TV Set(#Household Proxy)
M2M(Beyond Population)
• Softbank• AT&T• BT
• GoogleTV• Apple TV• Bharti (200k)• PLTD (25k)
• Verizon• Deutsch Telekom
• Solution based• Industrial related
• Internet Service• Social Networking• Multimedia Ent.
• Personal Productivity & Entertainment
• ISP• CSP
• Internet Service• Home & Office
Key Challenges:• Affordability Declining prices of broadband services will boost adoption
• Availability Increased network coverage using multiple technologies platforms will boost broadband adoption• Rich Content & Application Increased popularity of ‘bandwidth intensive’ content (e.g. YouTube, Skype talk, IM, social networking) both globally and in Indonesia will lead increased broadband uptake
The growing of knowledge based economy considering beyond population opportunity as well
The Challenge of the Value ChainConvergence
The convergence device, the closest element around us
Is it a computer (due to its OS and applications) ?Is it a communication device (phone function, Internet access) ?Is it a multimedia device (video cam, video streaming, etc) ?
The digital economy will also be vital, but Australia currently lags in broadband penetration and speed
Source: OECD, Broadband Statistics to June 2007; OECD, Broadband Statistics to Oct 2007
Our broadband penetration leads the OECD average but trails the leaders...
...our speed is below average compared to international peers
0 10 20 30 40
Average broadband penetration –selected OECD countries (%)
Denmark
Netherlands
Korea
Canada
United Kingdom
Australia
United States
Japan
Germany
OECD
Spain
Italy
Hungary
Slovak Republic
Turkey
Mexico
0 25,000 50,000 75,000 100,000
Average advertised broadband download speed –selected OECD countries (Mbit/s)
Japan
France
Korea
Sweden
OECD
New Zealand
Italy
Portugal
Australia
United Kingdom
Germany
United States
Canada
Netherlands
Ireland
Turkey
To meet these challenges, the economy will need to be flexible, productive, and highly participative
Sustainable growth
A working economy
A flexible economy
A productive economy
Covered in Education, Skills And The Productivity Agenda
Human capital investment
High Participation
rates
Covered in this stream
Infrastructure
Marketefficiency
Competition
Regulation
Mobility
DigitalCapacity
Knowledge Based Economy Services
KBE Strategy – South Korea Case
Source:KISDI
14
Transform Knowledge Based Economy Sectors, Government and Society using Infocomm
Digital Media & Entertainment
Education & Learning
Government
Healthcare & Biomedical Sciences
Manufacturing & Logistics
Tourism, Hospitality & Retail
Financial Services
Ultra-high speed, pervasive, intelligent and trusted infocomm infrastructure
Globally competitive infocomm industry
Infocomm-savvy workforce and globally competitive infocomm manpower
Singapore Case – Source:IDA
Bangun Sektor Industri (Year 2020)
........ Industri Telematika merupakan salah satu pilar dari Tiga Pilar Utama pada bangun industri masa depan .......
SDA TERBARUKANSUMBER DAYA MANUSIA
SDA TDK TERBARUKAN
PETROKIMIA, SEMEN, BAJA,
DLL
TPT, SEPATU, ELEKTRONIK, DLL
INDUSTRI BARANG MODAL
INDUSTRI KOMPONEN (BASIS UKM)
INDUSTRI AGRO
INDUSTRI TELEMATIKA
INDUSTRI TRANSPORT
INDUSTRI NASIONAL TAHUN 2020
INDUSTRI MASA DEPAN
BASIS INDUSTRI MANUFAKTUR
1515Source: Paparan Menteri Perindustrian Pada Rakornas 2009
32 priority industries chosen out of 365 industries, withtotal output 78% total export 83%
Focus
Priority Industries
CPO; CPO;
Fish processing;Fish processing;
Rubber;Rubber;
Timber;Timber;
Tobacco;Tobacco;
Cacao;Cacao;
Coffee;Coffee;
Fruit;Fruit;
Sugar.Sugar.
CPO; CPO;
Fish processing;Fish processing;
Rubber;Rubber;
Timber;Timber;
Tobacco;Tobacco;
Cacao;Cacao;
Coffee;Coffee;
Fruit;Fruit;
Sugar.Sugar.
I. AgroI. Agro
Automotive;Automotive;
Maritime;Maritime;
Aircraft;Aircraft;
Rail.Rail.
Automotive;Automotive;
Maritime;Maritime;
Aircraft;Aircraft;
Rail.Rail.
II. Transportation
EquipmentsTextile;
Ceramic
Paper & pulp;
Cement;
Steel;
Electrical device;
Agriculture machine;
Factory, construction & mining
machine / equipments.
Textile;
Ceramic
Paper & pulp;
Cement;
Steel;
Electrical device;
Agriculture machine;
Factory, construction & mining
machine / equipments.
•Craft and art;•Precious stone & jewelry;•Decoration ceramic;•Atsiri oil;•Snack.
•Craft and art;•Precious stone & jewelry;•Decoration ceramic;•Atsiri oil;•Snack.
V. Small V. Small Medium Medium
IndustriesIndustries
IV.
Manufacture Industry
BaseIII. ICTHardware, Software, Telecommunication
Devices
INDUSTRI PRIORITAS
1616Source: Paparan Menteri Perindustrian Pada Rakornas 2009
Indonesia Connected17
Hubungan ICT dengan pertumbuhan ekonomiKominfo berkontribusi pada pertumbuhan ekonomi melalui 3 jalur:Kekuatan ekonomi, Kekuatan Intelektual, Kekuatan sosial
(a)
(b)
(c)
Human Capital(Pendidikan, SDM, Pengetahuan,
Informasi, dll)
Social Capital (fondasi penting bagi masyarakat wilayah,
pemerintahan,dll)
(A)
(B)
(C)
Kekuatan Ekonom
i
First impact second impact
PEM
BAN
GU
NAN
ICT
PERT
UM
BUH
AN E
KON
OM
I
Elemen Produksi (Kapital, Tenaga Kerja,dll)
Produktifitas(Inovasi, Perbaikan Managemen)
Inovasi
(Litbang)
Investasi ICT
Informatisasi
Pendidikan
(e-pendidikan)
Komunitas
on-line
Keterbukaan
Informasi
Kekuatan Intelektual
Kekuatan Sosial
18
Content
Knowledge Based Economy Players
Knowledge based Economy Overview
Becoming Telco 2.0
Rethinking Market in The Knowledge Based Economy Point of View
Core Services, Partner Services and Marketplace Services required specific competencies and should be reflected on organizational structure as well. It started from product development toward marketing strategy as well as channel preference for each service categories. The long tail economy models are in place
DotCom valuations are very attractive relative to telcos
$250.1
$173.3
$264.3
Combined Revenues ($B)Combined Revenues ($B) Combined Market Valuation ($B)Combined Market Valuation ($B)
Portals/ InternetPortals/ Internet
TelcosTelcos
Media / ContentMedia / Content
Global Top 3Global Top 3
Source: Yahoo Finance (Jan 2008), SEC Filings, A.T. Kearney analysis
$35.0
$112.0
$282.5
7.6
0.9
1.5
Revenue multipleRevenue multiple
DotCom ValuationDotCom Valuation
Will Googles world give the impact Telco Operators?
Source: http://www.telco2.net/blog/2008/03/google_vs_telcos_the_tale_of_t.html
22
Indonesia’s Telco Industry Landscape
There are 11 operators serving more than 234 Mn population, in which 56% of them are young dynamic population…
9%
27%8%
56%
0-14
15-19
20-59
60+
Population by AgePopulation by Age
Indonesia population Population: approx. 234 million + Young dynamic population 56%
OperatorsOperators
23
Indonesia ICT Penetration
Mobile/Cellular (GSM)
Fixed Wireline
Fixed Wireless
Internet Broadband
TELKOM 99% INDOSAT BBT
Telkomsel 46% Indosat XL-Axiata Hutch-3 AXIS
TelkomFlexi 57% Esia StarOne Mobile-8
8,7 M8,7 M 28 M28 M 180 M180 M 35 M35 M 3,9 M3,9 M
Internet Kiosk Campuses Schools Offices Households
Fixed BB Speedy 1,16 M (76%) Mobile BB 2,2 M (Telkomsel 66%) Others
4%Penetration
12%Penetration
77%Penetration
15%Penetration
2%Penetration
Note :Note :Indonesia population around 234 millionIndonesia population around 234 million
Amid intensifying competition, Telkom remains market leader in all product lines
March 2010
24 24
Indonesia’s broadband penetration is still low compared to other countries in the region – significant upside potential
0
10
20
30
40
50
60
70
80
90
2000 2005 2010 2015
Residential Fixed Broadband PenetrationPercentage of households
Developed Nations*
Regional Average
India
China
Thailand
Vietnam
Malaysia
PhilippinesIndonesia
* Average of USA, Canada, Germany, France, UK, Singapore
Source:Pyramid, ITU, Ovum
02468
1012
14161820222426
GNI per capita PPPUSD thousands
9.59.08.58.07.57.06.54.54.03.53.02.52.0
Morocco
Residential Fixed Broadband PenetrationPercentage of households
Ukraine
EgyptNigeria Pakistan
Brazil
Colombia
China
Thailand
VietnamPhilippines
IndonesiaIndia
Indonesia’s ICT Market Size - 2009 (Trillion IDR)
Peluang dari bisnis ContentTop Five DotCom (from alexa.com)
1. baidu.com (local content)1. baidu.com (local content)
2. qq.com (local content)2. qq.com (local content)
3.taobao.com (local content)3.taobao.com (local content)
4. gogle.com.hk4. gogle.com.hk
5. sina.com.cn (local content)5. sina.com.cn (local content)
ChinaChina
Japan Japan
Korea Korea1. yahoo.co.j)1. yahoo.co.j)
2.google.co.jp2.google.co.jp
3. fc2.com3. fc2.com
4. youtube.com4. youtube.com
5. ameblo.jp (loacal content)5. ameblo.jp (loacal content)
1. naver.com (local content)1. naver.com (local content)
2. google.com2. google.com
3. yahoo.com3. yahoo.com
4. daum.net (local content)4. daum.net (local content)
5. facebook.com5. facebook.com
1. facebook.com)1. facebook.com)
2. google.co.id.2. google.co.id.
3. google.com3. google.com
4. yahoo.com4. yahoo.com
5. blogger.com5. blogger.com
Indonesia Indonesia
6. kaskus.us6. kaskus.us
27
Content
Becoming Telco 2.0
Knowledge based Economy Overview
Knowledge Based Economy Players
Service Providers are headed for change
Source : CiscoSource : Cisco
Strategy of broadening “T(elecoms)” : Broad top, sleek bottom
Source : Fokus Fraunhofer
Service Control SDP & IMSService Control SDP & IMS
Focus
Symphony
Be DifferentBe Different
Two Sided Market ArchitectureTwo Sided Market Architecture
Key Success Factors: • Menyediakan “Creative PlayGround” yang memungkinkan application developers (upstream customers) mengembangkan berbagai application/services dengan mengoptimalkan Telco Assests & Capabilities• Optimalisasi Web2.0 untuk memaintain komunitas “Pro-sumers”
Customers are taking control : “me”-era
New Telco Architecture
Rethinking on Business Model
DistributionCloud
Users UI
Services & Apps
OSS-BSS-SDP (Enabler)
Content (Game, Music, Education, Sport)
OS & Devices
Portal
Power Play Telco (Device-Network-Apps)Content & Apps. as benefit leader to core services
Source : Amdocs (adopted), Telco 2.0 Conference, 2009
ubiquitous Core Service
3rd Party Partnership
Collaborative Innovation Environment
Source: Kuiper, TNO 2009
Strengthening Innovation via collaboration with crowdsourcing
Strengthening Innovation via collaboration with Social Media
Terima Kasih
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