Emerging markets: mobile data services need to cross two threshold profit

If you only look at absolute value, then the next few years, emerging markets, mobile data services market prospects will be very attractive, wholesale touch screen laptops but relatively low value means that the operator's ARPU to achieve profitability will face enormous challenges. In addition, operators of the cost pressures will intensify, in the enormous investment in the network also needs a long wait to recover the costs.


We predict that by 2015 emerging market operators, mobile data revenue will reach $ 162 billion in 2010, this figure was only $ 83.4 billion, wholesale touch screen laptops five-year compound annual growth rate of between 14% overall growth rate of 94% . It is obvious that the rapid development of mobile data services will be the next operator will be the key to winning the emerging markets. Absolute point of view on emerging markets in the Asia-Pacific region will dominate the region's mobile data revenue in 2010 from 368 billion dollars in 2015 to $ 73.4 billion, an increase almost 100%. Given such a high predictive value is not surprising, because the markets are China, India, Indonesia "Big Three", three countries in the region, the contribution of data services revenue will reach 81%.

From the perspective of Africa's wholesale touch screen laptops growth performance will be the most prominent, from 2010 to 2015 compound annual growth rate of 24%, the overall growth rate of 198%, but until 2015, data revenue in the total operators in the region proportion of income will be only 24%. Other parts of the compound annual growth rate is relatively close to the Asia-Pacific 15% Middle East 13%, 12% in Eastern Europe, Central and South America 10%.