To the extent there remains growth in the global telecom business, it is mobility services, particularly in Africa, the Middle East and Asia (China and India accounting for the great bulk of account gains).
Almost ironically, some predict that fixed network accounts and revenue will grow faster than mobility in a number of markets, with the caveat that fixed network installed bases are tiny, compared to the base of mobile connections and accounts.
Where mobile subscriptions already are more than 100 per 100 inhabitants globally, fixed connections are about 13 per 100 inhabitants, globally. Internet access accounts using a fixed network are about at the same level.
So the potential growth rates for fixed services will be higher than mobility, in some cases, driven almost exclusively by demand for internet access.
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