1 From 2G to 5G Opportunities Challenges Dr. Mohamed Madkour VP of Global Wireless Marketing Head of Demand Generation
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From 2G to 5G Opportunities Challenges Dr. Mohamed Madkour VP of Global Wireless Marketing Head of Demand Generation
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Telecom Industry Value is Shifting
70 countries one million rides a day
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New Gen Stimulates Data Service
New Entry Revolutionizes Lifestyle
New Services Upgrade Experience
New Network Requires Densification and all Cloudification
New Tech Creates Possibilities
Five New Trends to Transformation
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Experience is at the heart of these moves
…
HD Voice: MOS 4.0 VR Games: 175Mbps HD Video: 8Mbps Hologram: 4.6Gbps
… Big 4G Super 4.5G Ultra 5G
2001 2010 2016 2020
Ubiquitous Coverage
Broadband Access
All-Connected World
Gbps Experience
Basic 3G
Interactive Visual Audio
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0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
2000
20
01
2002
20
03
2004
20
05
2006
20
07
2008
20
09
2010
20
11
2012
20
13
2014
20
15
2016
20
17
2018
20
19
2020
Milli
on c
onne
ctio
ns
2G
44% 45%
9%
37% 24%
56% 51% 66% 69%
30% 24%
27%
45%
40%
33% 42% 32% 29% 26% 31%
64%
18% 36%
10% 7% 3% 2%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
100%
Percentage of Connections (2017Q1)
Source: GSMA
Mobile Users
User Development for Different Generations
3G
4G
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Global Cellular Traffic Keeps Growing Fast
7x increase in last 5 years
47% CAGR
50% generated in Asia
Africa will witness the fastest traffic growth
Source: OVUM
0
50000
100000
150000
200000
250000
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Global Cellular Traffic (PB/Year)
47% CAGR
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Cellular Voice & Data Revenue & ARPU
0
200
400
600
800
1000
1200
1400
billio
n $
Total
Voice
Data
Global Cellular Revenues USD Bn
$0.00
$5.00
$10.00
$15.00
$20.00
$25.00
$30.00
$35.00
$40.00
Voice ARPU
Source: Informa, GSMA
Voice & Data ARPU USD (2017Q1)
2,000,000+
500 2008
100,000 2009
2014 1,000,000
Today
5,000,000+
Explosive growth of mobile apps for people and things
A wild world of mobile applications
All services will be delivered through mobile applications
Key drivers
Mobile Networks
Sensors Man-machine Interfaces
Cloud Computing Big Data & AI
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Tech Evolution Brings Unprecedented Possibilities
2G 3G 4G eMBB
mMTC
URLLC
URLLC: Ultra Reliable Low Latency eMBB: Enhanced Mobile Broadband mMTC: Massive Machine Type Communication
Video Verticals Household
Break into Vide
o
Communication Entertainment Vertical
$700+ billion
Source: Ovum, Gartner, IHS, Huawei MI
23% Time
60% Traffic
Head into
Households
Need access 1.3 billion
300 million Need speed
Payback Period
WTTx fixed broadband 2 years 8 years
Go vertical
Wide-area IoT
Public safety Connected vehicles
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Unprecedented Opportunities Ahead
Smart Transportation
$25Bn
Smart Building $55Bn
Smart Energy $151Bn
Smart Water $15Bn
Smart Homes $71Bn
AR/VR $182Bn
Remote Control $91Bn
Internet $652 Bn
Video $1066 Bn
Vocie ~ $100 Bn
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Challenges Services
Requirements
Network Requirements
More Spectrum
More Sites
Investment Efficiency
Business Model
Diversification ROADS Experience
Complexity All Cloud
Quick Release Neutrality
Denser and more capable Site ecosys
Resources utilization Unlock more capabilities
Ecosystem Scale
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Triple-E Enabling Digital Transformation
5G Oriented Evolution
B2C Video B2B LTE Enabling
Mobile Cloud ERA
Maximize Network Value
Maximize Operation Efficiency
B2H WBB
Business Expansion
Maximize Efficiency
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Government role is instrumental for better ICT
Operators
People Network on own expenditure
New lifestyle & business
Government
License fee & Tax
Tax
Policy to increase
sites number
Release more
spectrum
Neutral for higher efficiency
2G 3G
4G 5G
Education and digital
awareness
Mobilize more
services
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