普华永道-关于移动行业的趋势分析_ppt

AnIntegratedApproachtoBilling,CallCenterandCustomerRelationshipManagementADiscussionDocumentAugust31,2000更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)AgendaContextKeyissuesforChinaMobileTheCommunicationsEnterpriseSolutionArchitecture(CESA)CustomerRelationshipManagement(CRM)AboutPricewaterhouseCoopers更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)Context•ChinaMobilefacinggrowingcompetitionfrombothUnicomandChinaTelecom•CMCC’sbillingandITinfrastructureareinadequatetosustaincompetitiveadvantage•LargescaleandrapidITinfrastructuredevelopmentisrequired•CMCChasrequestedPricewaterhouseCoopers’assistanceinbuildingaworldclassITinfrastructure•Wearetheundisputedleadersinthisareaworldwide,andhaveuniquedeliverycapabilitiesinChina更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)KeyIssuesforChinaMobileKeyTrendsinMobileTelecoms更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)AverageRevenuePerSubscriberisdeclining...…keepingEBITDAmarginsflat40.0%41.0%42.0%43.0%44.0%45.0%46.0%47.0%48.0%49.0%50.0%19981999200020012002EBITDA%USACellularEBITDA%1998-2002Source:DLJNote:Thisdatarepresentsresultsfora“typical”cellularcompanyThevalueofmobilevoiceserviceshaspeaked.MuchofthevaluegrowthintheUSisnowsubstitutiveMobilevoiceismaturingSonera'sARPUdevelopment1991-199901020304050607080199119921993199419951996199719981999ARPU($)0%10%20%30%40%50%60%70%Mobilepenetration(%)ARPUPenetration*Soneraisre-brandedTelecomFinlandMobile更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)Itisthoughtthatdataserviceswillultimatelyfillthis“valuegap”,withmobiledevicesbecomingtheECommerce“toolofchoice”formostconsumersIntheUS,mobilevaluationsgenerallyexceedcashgenerationbyasignificantmarginVoiceServicesOther70%100%%MobileValue•FMC•Substitution•Data/Broadband更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)Investorsbelievethattheintroductionofmobiledatatechnologieswillcreatesignificantnewopportunities...Asia--Japan,HongKong,Taiwan,andSingapore--portendtobeleadersintheintroductionofmobiledataapplicationsData9.6-14.5kbpsSMSHSCSDGPRS115.2kbpsEDGEWCDMA384kbps-2MbpsData9.6SMSCDPD19.2kbpsCDPD,GPRS57.6-115.2kbps136+115.2-384kbpsWCDMA384kbps-3MbpsInformationBroadcast:Weather;banking;news;stocksFiletransfer;downloadInfoaccess:Intranetaccess:“on”line;MobileISP;imagetransferInfoaccess;Intranetaccess;realtimeapps;,interactivesessions19981999-20002000-012001-02Wirelessmultimedia,voice,video,multimediaapplications,M-commerce2002+GSMTDMAPDCData28.8kbpsSMSWCDMA384kbps-3Mbps更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)ProjectionsofWAP,CellularSubs,andInternetSubsGrowth-200,000,000400,000,000600,000,000800,000,0001,000,000,0001,200,000,0001,400,000,0001996199719981999200020012002200320042005ProjectedCellularSubscribersProjectedPC'sConnectedtotheInternet(Dataquest10/98)ProjectedWAPHandsetsManybelievethatInternetaccesswillmovetothe“handset”更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)MobiledatawillenablemyriadnewserviceopportunitiesConsumerBusinessOtherInformationServicesEntertainmentGamesBankingE-CommerceE-mailVideotelephonyPersonalnavigationInternetaccessDatabasesearchCorporatedatabasesEmailFiletransferIntranetaccessInternetaccessVehiclenavigationVideotelephonySpecialistproducts:TelemetryMachinemonitoringNavigation&logisticsproductsAlternativeproducts:ReturnchannelsforbroadcasttechnologiesWirelesshomes更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)MobiledatawillcreateanewvaluechainformobileoperatorsThecombinationofmultipleservicesandsegmentswillleadtothedevelopmentofacomplexnewvaluechainthatcombinescontent,transportandsolutionsActivitiesCustomerTraditionalMobileValueChainNetworkManagementServiceProvisionNetworkplanningNetworkconstructionNetworkoperationSalesandmarketingBillingCustomercareActivitiesCustomerContent•Production,distributionandaggregationofcontent•Editors,Magazines,On-Line,andPortals•Coreandaccesstransmissionofdata•Internetbackboneproviders,Accessproviders(e.g.GSMandUMTS)TransportSolutions•Hardwareandsoftwaresolutionsenablingtheproductstobeused•Smartphones,PDAsandInternetbrowsers;CorporateIntranetsoftwareExamplesFutureMobileValueChain更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)…transportandaccesswillbecome“lowvalue”commodities...Intheconsumermarket,asthenetworkbecomesunbundled,valuecreationwillmigratetoeithercontentorsolutionsConsumersCONTENTSERVICECREATIONINTEGRATIONMOBILETERMINALSTRANSPORTValueAddedServiceProviderACCESSTransportSolutionsContentOperatorMediaPortals…owninganetworkwillnotbeessentialforparticipationinthemobileconsumermarket...更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)Inthecorporatemarket,mobileoperatorsmaylosedirectcustomeraccessSolutionprovidersarepoisedtocaptureamajorityofthevalue...ITFixedTelecomsMobileTelecomsCorporateTodayCorporateMobileTelecomsCorporateITSolutionProvidersFixedTelecomsTheFuture更多资讯请关注MBAhome论坛，详情请登录(本资料仅供学习交流)MNCLargeNationa