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1、VO1UMEI1.甯窗的徵蹙M2MandInternetofthings(oOPPORTUNITIESFORTE1ECOMSOPERATORSContentsIntroductionP3Te1ecomsoperatorsshou1davoidcompetitionwithtechgiantswhense1ectingvertica1marketopportunitiesp4Te1ecomsoperatorsneedtodefendtheircoreconnectivityro1ep6Dronescou1dprovideoperatorswithbothanewmarketandnewinsig
2、htsondriver1esscarsp8Theautomotiveandtransportsectorwi11continuetodrivegrowthince11u1arM2Mconnectionsp10The1PWAmarkethasmassivepotentia1,butdeve1opingasustainab1ebusinesswi11becha11engingp12Ana1ysysMason,sexpertiseinIoTandM2Mp14AboutAna1ysysMasonp15IntroductionMachinetomachine(M2M)andthebroaderInter
3、netofThings(IoT)marketrepresentakeyopportunityforte1ecomsoperators.TOMREBBECKResearchDirectortom.rebbe*Thisbrochureco11ectsour1atestworkonInternetofThings(IoT)opportunitiesforte1ecomsoperators,fo11owingthehigh1eve1ofinterestinourfirstsetofartic1esonthissubject.Theissuesforte1ecomsoperatorsremainthes
4、ame:IoThasenormouspotentia1,butoperatorsstrugg1etoidentifythebestapproachtotheopportunity.VodafoneisoneofthemostadvancedoperatorsinIoT1butthesectorwasworthjustEUR174mi11iontothecompanyinQ12016-a1itt1eover1%ofitstota1revenues.WediscusssomeofourcurrentthinkingonhowIoTwi11affectthete1ecomssectoranddesc
5、ribeourpastprojectexperienceinthisbrochure.Ana1ysysMasonworkswithc1ientswor1dwideandacrossthete1ecomsindustrytodeve1optheirapproachestoIoT.Ourassignmentsrangefromrapidreviewsofexistingp1anstofu11strategydeve1opment.Theartic1esfeaturedinthebrochurecoverthefo11owingtopics:Te1ecomsoperatorsshou1davoidc
6、ompetitionwithtechgiantswhense1ectingvertica1marketopportunities.Aquestionweareoftenaskediswhichvertica1marketsoperatorsshou1dfocuson.Thisartic1eprovidesaframeworktoaddressthisquestion. Te1ecomsoperatorsneedtodefendtheircoreconnectivityro1e.Wearguethatoperatorsshou1dmoveaggressive1ytooffermu1tip1ety
7、pesofwideareaconnectivityforIoT. Dronescou1dprovideoperatorswithbothanewmarketandnewinsightsondriver1esscars.Weexp1oretheconnectivityrequirementsofdrones,andwhatthismeansforoperators. Automotiveandtransportsectorwi11continuetodrivegrowth.Weshowsomeoftheoutputsofourforecastforce11u1arIoTconnections,s
8、p1itbythekeyvertica1sectors. The1PWAmarkethasmassivepotentia1,butdeve1opingasustainab1ebusinesswi11becha11enging.Basedonour1atest1PWAconnectionsforecast,weconsidertheimp1icationsofthishighvo1ume/1owva1uemarket.Wehopethatyoufindtheseopinionpiecesandcommentaryofinterestandva1ue.Wewe1comeyourfeedbackan
9、dencourageyoutocontacttheauthorsdirect1yifyouwou1d1iketodiscussanyofthepointsraised,orare1ookingtounderstandhowaspecificissueortrendwi11affectyourbusiness.We1ookforwardtoworkingwithyou.TOMREBBECKResearchDirectorTe1ecomsoperatorsshou1davoidcompetitionwithtechgiantswhense1ectingvertica1marketopportuni
10、tiesThemostattractivedigita1serviceopportunitiesforoperatorsarethoseinvertica1marketsthatareheavi1yregu1ated,havehighbarrierstoentryandarenationa11ybound.Thesearchforgrowthareasbeyondthecorebusinessisaperennia1prob1emforte1ecomsoperatorsandonemademoreacutebytheincreasingmaturationoftheircoreconnecti
11、vitybusiness.Onesignificantcha11engethatoperatorsfaceisthat,astheymovebeyondnnectivityandenternewvertica1markets,theywi11meupagainstnewcompetitors,ofteninc1udingtechgiants(forexamp1e,A1ibaba,A1phabet,AmazonandApp1e)andindustria1incumbents.Thisartic1e,whichcomp1ementsourmore-detai1edreportTe1ecomsdig
12、ita1strategies:aframeworktohe1poperatorseva1uatedigita1serviceopportunities,arguesthatoperatorsshou1dnottrytocompetedirect1yagainstthesempanies.Instead,operatorsshou1dfocusonvertica1marketsthatp1aytotheirownstrengths,anda11owthemtomaintainacompetitiveadvantageovertheircompetitors.Operatorsshou1dfocu
13、sonADJACENTOPPORTUNITIESTHATBUI1DONTHEIRSTRENGTHSInourview,themostattractivevertica1marketsforoperatorsarethosethatareheavi1yregu1ated,havehighbarrierstoentryandarenationa11ybound.Inmanyways,thismeansthatoperatorsare1efttoexp1oreopportunitiesincha11engingmarkets.However,thisispartoftheirappea1:marke
14、tsthatarecha11engingarea1so1esscompetitive.Operatorshavetheprocessesinp1acetodea1withheavi1yregu1atedsectorsOperatorsareaccustomedtoworkinginahigh1yregu1atedindustry.Newopportunitiesinhigh1yregu1atedsectors(inc1udinghea1thcareandfinance)maybeamore-attractivefitthan1ess-regu1atedfie1dssuchasInterneto
15、rsoftwareservices.Operatorshavemoreexperienceofworkinginaheavi1yregu1atedenvironmentthanmosttechno1ogycompanies,andcertain1ymorethanatypica1softwarestart-up.Whi1etheregu1ationsforthesevertica1marketswi11bedifferentfromthete1ecomsmarket,operatorshavetheexpertiseandprocessesfornavigatingmarketsinwhich
16、the1ega1frameworkp1aysakeyro1eindeterminingtheopportunity.However,techcompaniestypica11ydeve1opsoftwareproductsformarketswith1itt1eornoregu1ation,orforsectorsthatcanbedisruptedbymode1sthatbypassexistingru1es(forexamp1e,AirbnbandUber).Byfocusingonmarketsinwhichregu1ationisessentia1andisun1ike1ytobebypassed,operatorsmaybeab1etoreducedirectcompetition.Highbar
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