Mobile Distribution & Retail - 5th edition

• Exclusive forecasts to 2012 - benefit from unique forecasts to 2012 including distribution and retail channel revenues trends and data revenues.
• Updated profiles - gain a unique insight into the major players in distribution and retail
• New case studies - covering significant market movements and the distribution strategies of major operators, distributors, retailers and handset vendors
• Expanded regional updates - analyse distribution and retail trends in China Asia-Pacific, Americas, Europe, Middle East and Africa
• New Online Distribution feature including - Forecasts for device retail sales through online channels.

• Subscription growth
• Handset sales
• Prepaid versus postpaid
• Handset manufacturing trends
• Distribution network evolution
• Leading distributors main trends
• Mobile retailers by sector
• Mobile sales over internet
• Number of retail outlets
• Customer demand for feature devices
• Replacement handset sales
• Worldwide mobile data users
• Operator revenue voice versus data
• Subscriptions by technology and global net additions
• Global mobile retail forecasts
• Regional mobile retail forecasts: devices versus data
• Regional mobile retail forecasts by sector

1. Executive summary

2. Market overview

Definitions

Global mobile market statistics

Subscriber growth

Global mobile subscribers and growth rate 2007-2012

Regional share of net subscriber additions 2007-2012

Handset sales

Mobile handset sales and growth rate 2007-2012

Handset sales forecast by technology grouping 2007-2012

Worldwide handset sales and market share by top vendors 2005-1H07

Prepaid versus postpaid

Growth of prepaid versus postpaid 2007-2012

Mobile Distribution value chain

Mobile distribution value chain

Evolution of the mobile value chain

Operator and vendor strategies

Operator strategies

Main operator strategies overview

Vendor strategies

Distribution and logistics

Traditional distribution model

Evolved distribution model

Leading players in mobile distribution and logistics

Leading multi-national players in mobile distribution

Leading distributor’s main revenue trends 2003-2007

Trends in mobile distribution

Mobile retail

Selected mobile retailers by sector

Trends in mobile retail

Global mobile retail revenue by region, devices versus data 2007-2012

Global mobile devices retail sector market share 2007 - 2012

Mobile content distribution

Stages of mobile content evolution

Introduction to the mobile data market

Operator service revenues per annum 2007-2012

Global data revenues by region 2007-2012

3. Regional overview

Americas

Subscriptions and subscribers

America’s subscriptions and subscribers 2007 - 2012

Top five countries in the Americas by net subscription additions 2006

Prepaid versus postpaid

America’s subscriptions by type 2007-2012

Devices distribution and retail

North America

Latin America

America’s mobile devices retail revenues 2007-2012

Mobile data

North America

North America average data ARPUs 2Q06-2Q07

Latin America

Latin America selected data ARPUs 2Q06-2Q07

Asia Pacific

Subscriptions and subscribers

Asia Pacific subscriptions and subscribers 2007 - 2012

Top five Asia Pacific countries by net subscription additions 2006

Prepaid versus postpaid

Asia Pacific subscriptions by type 2007-2012

Devices distribution and retail

Developing markets

Developed markets

Asia Pacific mobile devices retail revenues 2007-2012

Mobile data

Asia Pacific selected average data ARPUs 2Q06-2Q07

Europe

Subscriptions and subscribers

European subscriptions and subscribers 2007-2012

Top five European countries by net subscription additions 2006

Prepaid versus postpaid

Europe subscriptions by type 2007-2012

Distribution and Retail

Western Europe

Eastern Europe

Europe mobile devices retail revenues 2007-2012

Mobile data

Europe selected data ARPUs 2Q06-2Q07

Middle East and Africa

Subscriptions and subscribers

Middle East and Africa subscriptions and subscribers 2007- 2012

Top 10 Middle East and Africa countries by subscriptions net additions 2006

Prepaid versus postpaid

Europe subscriptions by type 2007-2012

Distribution and retail

Middle East

Africa

Middle East and Africa mobile devices retail revenues 2007-2012

Mobile data

Africa and the Middle East average data ARPUs 2Q06-2Q07

4. Online

Introduction to the online market for mobiles

Global broadband market

Global fixed broadband subscribers 2003-2Q07

Regional broadband overview

Top 10 countries by fixed broadband subscribers - end-2Q07

Top 10 broadband markets by penetration levels 2Q07

Trends in online mobile phone retail

Industry opinion: How consumers use the Internet for purchasing mobile

telecoms products 2007 and 2012

Industry opinion: Factors motivating customers to shop online 2007 and

2012

Online handset retail revenues 2006-2012

Business models for online mobile retail

Online only ‘pureplay’ model

Cost

UK online-only cash back deals: examples

Loyalty

Customer expectation

Case study: InPhonic

InPhonic total revenues and net profit/loss 2002-2006

Bricks and mortar heritage

Cost

Loyalty

Top 20 retail websites by traffic - US and UK November 2007

Customer expectation

5. Key issues and success factors

Consumer focus

Industry opinion: Influences on the mobile value chain 2007 and 2012

Customer experience

Nokia Flagship Stores

Case study: Vodafone Group

Vodafone Retail customer experience measurement portal

Vodafone customer experience results 2006

Trends in traditional retail

Mass market channels

Regional mass market handset retail revenues 2007-2012

Specialist retailers

Regional specialist retail sales revenue 2007-2012

Franchising

Case study: O2 Franchise

Retail subsidies and total cost of ownership

Effect of handset subsidies

Operators’ moves

SIM only tariff examples: O2 UK and Telfort Netherlands

Handset replacement cycles

Global handset sales as a percentage of total handset sales by region

Mobile content distribution

Trends in the content value chain

Portal strategies: direct-to-consumer versus operator portals

Operator data charges: Vodafone Czech Republic, Telstra Australia, Zain

Kuwait

Case study: Open Handset Alliance and Android

Outsourcing

Revenue sharing

Content distribution models

Music

Games

6. Company profiles

Brightpoint

Background

Brightpoint’s global presence

Financial

Brightpoint total revenue and net profit 2002-3Q07

Strategy

Metro Group

Overview

Metro Group revenue and EBITDA first nine months 2007

Media Market and Saturn

Background

Financial

Media Market and Saturn main revenue trends 2001 - 3Q07

Strategy

Carphone Warehouse

Background

Financial

Carphone Warehouse divisional revenues and EBIT 1H06 - 1H07

Carphone Warehouse connections growth 1H03-1H07

Strategy

Nokia

Background

Nokia’s changing organisation 2004- 2008

Financial

Nokia revenue and operating profit growth 2004-3Q07

Strategy

Motorola

Background

Motorola’s changing organisation 2005-2007

Financial

Motorola revenues and net profit 2004 - 3Q07

Strategy

7. Forecasts

Assumptions

Mobile retail forecasts

Global mobile retail forecasts

Global mobile retail revenue, devices versus data 2007-2012

Global mobile retail revenue, devices by feature set 2007-2012

Global mobile devices retail revenue by sector 2007-2012

Global mobile devices retail sector market share 2007 - 2012

Global mobile retail revenue by region, devices versus data 2007-2012

Regional mobile retail forecasts: devices versus data

North America mobile retail revenue 2007-2012

Latin America mobile retail revenue 2007-2012

Asia Pacific mobile retail revenue 2007-2012

Europe mobile retail revenue 2007-2012

Africa and Middle East mobile retail revenue 2007-2012

Regional mobile retail forecasts by sector

North America devices retail revenue by sector 2007-2012

Latin America devices retail revenue by sector 2007-2012

Asia Pacific devices retail revenue by sector 2007-2012

Europe devices retail revenue by sector 2007-2012

Africa and Middle East devices retail revenue by sector 2007-2012

APPENDIX: Mobile distribution and retail industry survey

2007

Introduction

Methodology

Definitions

Respondent profile

Mobile value chain

Mobile distribution and logistics

Mobile retail

GLOSSARY

* Contents correct at time of printing