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Frost & Sullivan Reveals Four Big Predictions for the ICT Industry in 2012
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What’s Hot in the ICT IndustryWhat’s Hot in the ICT Industry
Trends, Opportunities, and Challenges through the Eyes of Trends, Opportunities, and Challenges through the Eyes of
Key Players in the Sector Key Players in the Sector
May 2012May 2012
Key Players in the Sector Key Players in the Sector
• Frost & Sullivan takes no responsibility for any incorrect information supplied to us by manufacturers or users.
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electronic, mechanical, photocopying, recording or otherwise, without the permission of the publisher.
Disclaimer
2
electronic, mechanical, photocopying, recording or otherwise, without the permission of the publisher.
• For information regarding permission, write to:
Frost & Sullivan
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© 2012 Frost & Sullivan. All rights reserved. This document contains highly confidential information and is the sole property of Frost & Sullivan.
No part of it may be circulated, quoted, copied or otherwise reproduced without the written approval of Frost & Sullivan.
Certification
• We hereby certify that the views expressed in this research service accurately reflect our views based on primary and
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support databases, have been instrumental in the completion and publishing of this research service.
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recommendations or views expressed in this service.
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Table of Contents
Ø About this Market Insight
Ø Hot Topic Thought Leader
IntroductionIntroduction 5-75-7
6
7
What’s Hot in 2012What’s Hot in 2012 8-178-17
9
10
11
Ø Key Perspectives on Growth in ICT in 2012
Ø Market Highlights for 2012
Ø What Participants see as Hot Topics in 2012
4
11
12
15
16
Ø What Participants see as Hot Topics in 2012
Ø Convergence with other Industries
Ø Global Hot Spots in ICT
Ø Four Big Predictions for 2012
About Frost & SullivanAbout Frost & Sullivan 17-2217-22
Introduction
5
About this Market Insight
Based on a survey of several thousand key companies conducted across Europe in December 2011, this Market Insight highlights the hot topics for growth that have been identified in the ICT sector for 2012 and beyond.
Data and opinions of key stakeholders, combined with analysis and commentary from Frost & Sullivan industry experts, have been used to present key market highlights, hot growth topics, global and regional hot spots, areas of market convergence, and bold predictions for 2012.
In this study, a summary of the highest growth areas for the ICT industry is presented.
6
Adrian Drozd – Hot Topic Thought Leader
Functional Expertise
12 years’ of line of business operations experience. Particular expertise in:
- Team and project management / leadership
- Business services operations
- Developing and implementing business strategy
- New product launch and geographic expansion
Industry Expertise
� 10 years’ of analytical experience in the telecommunications and digital media industries, spanning coverage of areas including
- ICT in vertical markets
- Telecoms industry dynamics
- The digital entertainment ecosystem: from device to content delivery
7
Adrian DrozdResearch Manager &
Principal Analyst
Frost & SullivanEurope
- The digital entertainment ecosystem: from device to content delivery
What I bring to the Team
� Strong analytic and project management skills
� Team and project management
� Telecom business services experience
Career Highlights
� Experience working for the following leading research firms:
- Canalys (Senior Analyst, Digital Content Analysis)
- Datamonitor (Senior Analyst, Media & Broadcast Technology)
Education
BSc in Geography & Statistics from Exeter University
What’s Hot in 2012
8
Key Perspectives on Growth ICT in 2012
2Priority growth regions are CEE and Russia.
Then almost equally weighted interest in
Mid-East, APAC, China, India and Turkey.
Disruptive technologies, the convergence
1Companies’ primary focus is mature
markets: Western Europe and North
America.
9
3Disruptive technologies, the convergence
of IT and Telecom and Cloud Services are
perceived as the 3 biggest opportunities.
4The major threat to short-term business is
considered the on going commoditisation
affecting core products and services.
5The three key industries that ICT players
track are: Automotive & Transportation,
Energy and Healthcare.Source: Frost & Sullivan analysis.
Market Highlights for 2012
• Economic environment continues to be a challenge, particularly as commoditisation continues to affect the
performance of core lines of business.
• Price-based competition continues to be a core tactical imperative for most companies in most sectors – this is
driving continuing focus on cost optimisation efforts.
• From a strategic perspective, the push for innovation continues unabated – many companies are exploring
vertical-market opportunities in this context, particularly in areas like Financial Services & Payments, Energy &
Key Market Highlights
10
vertical-market opportunities in this context, particularly in areas like Financial Services & Payments, Energy &
Utilities, Automotive & Transportation. This is bringing convergence back to the forefront.
• Disruptive technologies (including devices) and business models are a key consideration for most players – the
pursuit of innovation is increasingly about understanding how to create value through technology that leverages
an ecosystem of partnerships.
• Understanding how to monetise convergent and disruptive innovations is the next big challenge. Thus, the
industry is watching developments in the Analytics space as well as how the market for Payments is evolving.
ICT Top 10 Hot Topics
Rank Market Topic Popularity: How Often Topic
Selected in Top 3 Hot Topics
1 Disruptive Technology & Business Models 19%
2 Momentum in Cloud Services 14%
3 ICT as a Smart Enabler & Vertical Market Opportunities 13%
4 Continuing Convergence between IT and Telecom 12%
5 Developments in M2M and IoT 9%
ICT: Identification of Hot Topics (Europe), 2012
11
5 Developments in M2M and IoT 9%
6 Commoditisation of Core Products & Services 8%
7 Payments: NFC and Beyond 7%
8 Social Media 5%
9 Data Analytics, Privacy & Security 5%
10 Sources of Industry Innovation 5%
Source: Frost & Sullivan analysis.
ICTConvergence with other Industries
Key Industries Tracked in Addition to Company’s Core Markets (Europe), 2012
Core Market Cross-interest 1 Cross-interest 2 Cross-interest 3 n
A&D Security 50% ICT 29% Electronics 24% 42
A&T Electronics 24% ICT 19% EPS 12% 86
CMF A&T 40% EBT 36% EPS 30% 53
Electronics M&I 53% EPS 47% IPC 47% 15
EPS EBT 32% IPC 21% A&T 15% 73
12
Source: Frost & Sullivan analysis
EBT EPS 58% ICT 15% M&I 15% 26
HC CMF 18% ICT 14% M&I 8% 90
IPC EPS 74% A&T 41% EBT 26% 27
ICT A&T 30% EPS 24% HC 21% 66
M&I EPS 25% EBT 25% IPC 25% 8
PPE A&D 17% CMF 17% EPS 17% 12
Security ICT 39% A&D 33% EBT 33% 18
A&D = Aerospace & Defence
A&T = Automotive & Transportation
CMF = Chemicals, Materials & Food
EPS = Energy & Power Supplies
EBT = Environment & Building Technologies
HC = Healthcare
IPC = Industry & Process Control
ICT = Information & Communication Technology
M&I = Measurement & Instrumentation
PPE = Personal Protective Equipment
ICTEnabling applications in Vertical industries is a key growth opportunity
SMART LIVING
SMART PUBLIC SPACE
Urban Planning
Retail
AutomotiveHealthcare
Electric Vehicles
Financial Services
13
*****
Solar PV Cells
Virtual Shopping
Travelling Wave Reactor (TWR)
Morphing
From 2D to 3D HDTV
Consumer Electronics Energy Biotechnology
ICTThe level of complexity implied in this transformation means everyone lacks a complete understanding
Convergence
IT-Centric Services
IT Consulting
IT Implementation
IT Outsourcing IT TrainingIT Support
Business-Centric Services
BPO Supply Chain BPO
Managed Services
Security HostingStorage
Finance & Accounting BPO
Application
TCO Selling with long-term contracts
Selling based on
Service-based
Outsourced
relationship� Complete outsourcing of the
Telecom and IT Infrastructure
Relationship-based� Strategic partner to the
customer, and not a
"utility" service provider
IT provider centric competition
14
Data Services
Convergence Services
Professional Convergence Services
Managed Convergence Services
Voice services
Communications Services
Broadband & Media
Wholesale Voice
Transport Services
Wholesale Bandwidth
based on Features
Selling onPricing with short-term
contracts
Basis of selling
Infrastructure-based� Network coverage
� Direct presence
� Throughput
� Reliability
Service-based� Customer service
� SLAs & Quality of service
� Value added services
Basis of Service Offerings
Network Provider centric competition
Service Portfolio
Customer Mix –SME vs. large
Solution Selling
SLA management
Domain Knowledge
Global Hot Spots in ICT
ICT: Global Hot Spots (World), 2012
• Cloud Computing gaining traction
• Analytics leading to new revenue streams
Russia
EuropeNorth America
China
• Closing digital divide for high-speed broadband
• Mobile payment solutions come to the fore – NFC
• EU regulation: boost to broadband, M2M and beyond
• Significant expansion in both LTE networks and device availability
• Continued expansion into
European and North
American markets
15
Source: Frost & Sullivan
The Middle East
Africa
Latin America
APACIndia
• Regional integration for
communication platforms
across Africa
• Terrestrial bandwidth
connectivity
• Value added services on the
back end of infrastructure
development
• Growth in infrastructure-
intensive services
• Growing consumer affluence
drives demand
• Mobile advertising
• Operational improvement/
transformation focus
• Valued added mobility
solutions
• BPO and contact centre
solutions
• Visual computing
• Visual analytics and
business
intelligence
• Smart Cities
Four Big Predictions for 2012
2Social network infrastructure will drastically change the way that personal data is handled; security and private data protection concerns will come to the fore.
1Machine-to-Machine will move beyond its core regulatory driven roots to encompass new vertical market opportunities such as home energy management, logistics, consumer electronics, smart cities and healthcare.
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3In 2012, the foundation will be set for a web-based platform to be the next big player to challenge Google and Apple in the mobile OS space.
4Successful entry of ICT companies as providers of vertical market specific solutions across Europe, e.g. as Smart Energy Technology Enablers.
About Frost & Sullivan
17
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