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TECHNOLOGY BUSINESS RESEARCH, INC.
TBR Webinar TIS Market OpportunityMarket Insights from TBR’s Global Addressable Market Forecast
5.17.12
TBR Webinar TIS Market Opportunity
TBR
2 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Chris AntlitzAnalyst, Networking and Mobility [email protected]@chrisNMP
TBR Webinar TIS Market Opportunity
TBR
3 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
$82 billion and growing …
TBR Webinar TIS Market Opportunity
TBR
4 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Three thingsOSS BSSLTECE
TBR Webinar TIS Market Opportunity
TBR
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LTE rollouts will peak globally in 2013 to 2014; investment wave will also drive maintenance, professional and managed services
$20.5 $21.0 $23.0 $24.0 $25.0 $25.0
$20.7 $21.0 $22.0 $23.0 $24.0 $24.0 $19.8 $20.3 $21.0 $22.0 $23.0 $23.0 $20.4 $20.7 $22.0 $22.3 $23.0 $24.0
$0
$20
$40
$60
$80
$100
2011 2012 2013 2014 2015 2016
TIS Addressable Market by Services Segment (BUSD)
Deployment Services Maintenance ServicesProfessional Services Managed Services
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
TBR
6 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Growth in early years of forecast will track broadband rollouts; focus turns to new business model development in later years
$1.2 $1.2 $1.2 $1.3 $1.3 $1.3 $3.4 $3.5 $3.7 $3.9 $3.7 $3.5 $1.2 $1.3 $1.3 $1.4 $1.6 $1.6 $1.3 $1.3 $1.4 $1.5 $1.6 $1.6 $3.6 $3.7 $3.7 $3.8 $4.0 $3.9 $3.1 $3.3 $3.4 $3.6 $3.8 $3.7 $3.4 $3.7 $3.9 $4.1 $4.1 $4.0 $2.6 $2.4 $2.4
$2.4 $3.1 $3.4
$0
$5
$10
$15
$20
$25
2011 2012 2013 2014 2015 2016
TIS Addressable Market Professional Services Sub-Segments (BUSD)
Application Integration
BSS Integration
OSS Integration
Network Infrastructure Integration
Training Services
Security Services
Planning, Design and Optimization
Consultancy Services
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
TBR
7 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Once LTE is deployed to major cities, operators will gradually expand coverage to rural markets to spread out capex outlays
$30.9 $33.2 $35.7 $36.5 $37.2 $37.4
$28.2 $26.8 $27.3 $28.8 $30.8 $31.0
$22.3 $23.0 $25.0 $26.0 $27.0 $27.6
$0
$20
$40
$60
$80
$100
2011 2012 2013 2014 2015 2016
TIS Addressable Market by Geography (BUSD)
Americas EMEA Asia Pacific
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
TBR
8 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Growth in Americas will stay strong as operators accelerate LTE deployment schedules and Sprint’s Network Vision ramps up
$24.2 $26.0 $28.0 $28.5 $29.0 $29.0
$6.7 $7.2 $7.7 $8.0 $8.2 $8.4
$0$5
$10$15$20$25$30$35$40
2011 2012 2013 2014 2015 2016
TIS Americas Addressable Market (BUSD)
North America Caribbean & Latin America
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
TBR
9 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Though modernizations in Europe are largely completed, operators will continue to embrace managed services to cut costs
$20.2 $18.6 $18.9 $20.1 $22.0 $22.1
$8.0 $8.2 $8.4 $8.7 $8.8 $8.9
$0
$5
$10
$15
$20
$25
$30
$35
2011 2012 2013 2014 2015 2016
TIS EMEA Addressable Market (BUSD)
Europe Middle East & Africa
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
TBR
10 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
APAC is moving at different speeds, with LTE builds largely complete in South Korea and Japan; China next in line for LTE
$5.3 $5.4 $5.6 $5.8 $5.9 $6.0
$13.0 $13.4 $15.0 $15.6 $16.4 $16.9
$4.0 $4.2 $4.4 $4.6 $4.7 $4.7
$0
$5
$10
$15
$20
$25
$30
2011 2012 2013 2014 2015 2016
TIS Asia Pacific Addressable Market (BUSD)
Southern Asia South East/Far East Australia/NZ
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
TBR
11 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Consolidation will be recurring theme as suppliers bulk up portfolios and access new markets; Ericsson will remain leader
• xx
Ericsson16%
Nokia Siemens Networks
12%
Alcatel-Lucent10%
HP Services (Telecom)8%IBM Global Services
(Telecom)8%
Huawei6%Accenture (Telecom)
4%
Amdocs3%
Cisco3%
Oracle2%
Other Suppliers28%
Ericsson
Nokia Siemens Networks
Alcatel-Lucent
HP Services (Telecom)
IBM Global Services (Telecom)
Huawei
Accenture (Telecom)
Amdocs
Cisco
Oracle
Other Suppliers
SOURCE: COMPANY DATA AND TBR ESTIMATES
Telecom Infrastructure Services Market Share in 2011
TBR
TBR Webinar TIS Market Opportunity
TBR
12 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Three thingsOSS BSSLTECE
TBR Webinar TIS Market Opportunity
TBR
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Methodology
TBR Webinar TIS Market Opportunity
TBR
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TIS Company CoverageAccenture CSG Systems Logica
Agilent CTDI Microsoft
Alcatel-Lucent EMC NEC
Amdocs Ericsson Nokia Siemens
American Tower Fujitsu Oracle
Bechtel General Dynamics Orascom
Bouygues HP Samsung
Capgemini Huawei SAP
China Communications Construction Hyundai Engineering & Construction SBA Communications
Ciena IBM Tech Mahindra
Cisco Indus Towers Wipro
Convergys Jabil Circuit ZTE
Crown Castle Juniper
TBR Webinar TIS Market Opportunity
TBR
15 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
TBR’s comprehensive view of the TIS market offers historical and future insight, enabling suppliers to make more informed decisions
Current and Historical View of TIS Market The Future of the TIS MarketTIS Quarterly Benchmarks TIS Addressable Market Forecast (AMF)
The Expanded TIS Quarterly Benchmark is the most in-depth, all-inclusive TIS coverage TBR offers.
The TIS Quarterly Benchmark is at the core of TBR’s TIS coverage.
TBR also provides custom TIS work to meet specific client needs.
The North America AMF provides a deep dive on where the region is headed over the next five years.
The Global AMF provides a global view of where the TIS market is headed over the next five years.
TBR Webinar TIS Market Opportunity
TBR
16 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Questions?
Chris AntlitzAnalyst, Networking and Mobility [email protected]@chrisNMP