Of roughly 12.6 million new mobile network connections between now and 2025, two million will come from new smartphone accounts. Virtually all the rest--about 10.6 million--are expected to come from enterprise non-phone connections or consumer non-phone connections, according to GSMA Intelligence.
There are two important takeaways. First, a disproportionate share of gross revenue will come from the estimated 14 million phone accounts, in large part because the average revenue per account for a smartphone connection is so much higher than for an IoT or sensor connection. In many cases, phone revenue will be two orders of magnitude greater than for a sensor connection.
On the other hand, nearly all the incremental revenue will come from “non-phone” use cases, and a disproportionate share of that revenue will come from enterprise use cases, not consumer accounts.
In other words, phones will generate a majority of total revenue, but new use cases, especially driven by new enterprise use cases, will drive the bulk of incremental new connections, if not necessarily a proportionate share of gross revenue.
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