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Insights and Opportunities
Bob Schechter
President and CEO
NMS
www.nmscommunications.com
Disruptive Trends
Mobile Internet
Fixed-MobileConvergence
VoIP Everywhere
Explosive Subscriber Growth
IntenseCompetition
www.nmscommunications.com
Changes in the World
Faster, less predictable changes in markets, competition, technology, politics, and economies
Shorter duration of competitive advantage and of proprietary innovations
Size and speed of economic “tsunamis” that create entirely new markets
Mobility of capital and talent toward new opportunities amplifying swings
India and China — the advent of “white knuckle competition,” chronic overcapacity, and price/wage pressure in developed world
Copyright McKinsey & Company
www.nmscommunications.com
Wireless — Where the Action Is
1.7 billion mobile phone users worldwide
26% penetration of the global population
Global wireless service revenues
US$554B in 2005 Mobile phone shipments
exceeded 500M units
Wireless Phone Shipments 2002 – 2007
Source Yankee Group 2004
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Wireless — Trends
Subscriber growth continues Green field uptake Fixed-line replacement
Service provider consolidation Global groups A few large operators per
country Mobile Virtual Network
Operators (MVNO) Early success Consumer brands
2002 2003 2002-2003 Growth (%)
Australia 13,348 15,438 15.7Hong Kong 5,733 6,472 12.9India 10,480 21,992 109.8Malaysia 9,018 11,008 22.1Philippines 15,176 22,309 47PRC 206,620 268,658 30Singapore 3,245 3,477 7.2
South Korea 32,343 33,592 3.9Taiwan 23,905 25,156 5.2Thailand 17,652 22,337 26.5Total 337,521 430,437 27.5Source: IDC Asia/Pacific, March 2004
Asia Mobile Subscriber Growth
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Wireless — Applications and Usage
Mobile voice MOU increasing Voice $ declining Push-To-Talk
Text messaging (SMS) An “oldie but goodie”
Mobile data Still small but growing
Picture messaging (MMS) Music Video Instant messaging Presence/location
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Broad Range of Advanced Services Being Sought
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Where Opportunity Lies
Mobile Operators Deliver on mobile Internet promise
MVNOs Apps and services that match their customers
New players — Yahoo, eBay, AOL, Google Important new market
Emerging markets Fastest subscriber growth
Remember the end user experience Make it easy
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Investing for Growth
New Vision family of application-ready servers Media Server, VoiceXML Server, Signaling Server, Video
Gateway, Video Transcoder
New Open Access boards and APIs 2nd Generation CG 6xxx media processing family Video Access 2.0 for broadband IP video Expanded SS7 software offering New MG Series for AdvancedTCA solutions Natural Access MX for autonomous operation
New channels for applications and solutions
