Pages

38

Deliverables

Released

3Q 2009

Product Code

RR-EMMS-09

Price

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Emerging markets present both challenges and opportunities for the mobile suppliers serving them. The opportunity is that mobile is in many cases the only viable means of communications and information access for emerging markets. In addition there are still many markets where penetrations are less than 50%. While brisk subscriber growth will continue, income levels in many markets will not rise substantially to support greater use and adoption of mobile services. With competition relatively strong in most markets, the result is that average revenues decline as the lowest income customers adopt these services.

This study analyzes the economic and telecommunications demographics of emerging markets and the relationships of these demographics to mobile voice, messaging and data forecasts. It examines the mobile operator and supplier activities as well as consumer trends driving mobile services adoption and revenues. Finally, it considers the effect a prolonged world economic crisis could have on the mobile services industry in emerging markets. Analysis is segmented by five different emerging market regions and the BRIC countries.

What Questions Does This Report Answer?

• What are the relevant labor and age demographics affecting mobile services growth?
• What are the relevant income and industry segmentation demographics that are affecting mobile services growth?
• What are the relevant consumer telecommunications adoption demographics affected mobile services growth?
• What are the demographic differences between countries and regions that create different customer revenue profiles?
• How will the current economic and telecommunication demographics change mobile services forecasts over the next five years?
• What are the current and forecast voice and SMS usage and pricing differences by market, and how will they impact the mobile services forecasts?
• Why will some markets experience revenue growth and others revenue decline over the next five years?
• How will data ARPUs change by region and why?
• What is the distribution of prepaid and postpaid subscriptions by region and what impact will they have on the mobile services market?
• What regions will be most affected by the world financial crisis if its low GDP growth and elevated unemployment levels extend into 2010 and beyond?
• What strategic choices must mobile suppliers make to succeed long-term in emerging markets?

Who Needs This Report?

• Mobile operators
• Mobile device vendors
• Mobile messaging suppliers
• Mobile infrastructure vendors
• Mobile middleware vendors