- FOREWORD
- Mobile operators come back into vogue
- Figure 1: Global mobile subscription growth,
- by region, 2007-2012
- Whatever happened to disruptive technologies?
- Cautiously optimistic for 2008
- Mobile evolution yes, mobile revolution maybe
- SECTION 1
- MOBILE OPERATOR STRATEGIES
- Mobile operator business models
- ARPU, revenue and profit trends
- Figure 1.1: Top 10 global increases in annual
- blended ARPU, 2Q07
- A new competitive landscape
- Figure 1.2: New spectrum allocations for mobile
- services
- Mergers, acquisitions and new licenses
- Figure 1.3: US mergers and acquisitions,
- 4Q05-1Q07
- Fixed mobile convergence
- Figure 1.4: Convergence roadmap from an
- FMC perspective
- SECTION 2
- MATURE MOBILE MARKETS
- Global overview: broadband land-grab
- Figure 2.1: Global mobile subscriptions,
- 2007-08
- Figure 2.2: Global mobile service revenues,
- 2007-08
- Western Europe: regulation and revenues
- North America: auctions, consolidation and
- mobile data
- Figure 2.3: North America 3.5G+ subscriptions
- forecasts, 2007-2012
- Asia Pacific: mature market competition
- Figure 2.4: Japan mobile market net additions,
- May-Aug 2007
- SECTION 3
- DEVELOPING MOBILE MARKETS
- Trends in emerging markets
- Figure 3.1: Asia Pacific developing markets,
- subscription versus ARPU trend, 2006-2012
- Middle East and Africa
- Figure 3.2: Middle East and Africa mobile
- growth trend forecasts, 2007-2012
- Central & Eastern Europe
- Figure 3.3: Central & Eastern Europe:
- GSM/GPRS versus WCDMA/HSPA
- subscriptions, 2007-2012
- China and India
- Figure 3.4: China subscription forecasts,
- 2007-2012
- Figure 3.5: India: yearly subscription net
- additions, 2005-2009
- Rest of Asia Pacific
- Figure 3.6: Asia Pacific: key developing markets’
- mobile subscriptions, 2Q06-2Q07
- Latin America and the Caribbean
- Figure 3.7: Latin America key players, by equity
- subscriptions, 2Q07
- SECTION 4
- MOBILE NETWORKS AND TECHNOLOGY
- Mobile broadband goes mass-market
- Figure 4.1: Global total broadband subscribers,
- by wired and wireless, 2007-12
- Infrastructure vendor strategies
- Figure 4.4: Vendor market share of managed
- services revenues, 2007 and 2012
- IMS moves from hype to pragmatism
- Figure 4.5: IMS versus legacy network cost and
- revenue issues
- WiMAX outlook
- SECTION 5
- MOBILE CONTENT AND APPLICATIONS
- Mobile advertising
- Mobile TV
- Portal strategies
- Figure 5.1: Summary of portal functions and
- outsourcing potential
- Social networking
- Mobile messaging
- Figure 5.2: Global mobile messaging revenues by
- application type, 2007-2012
- Figure 5.3: Global mobile IM revenues by region, 2007-2012
- SECTION 6
- HANDSETS AND DEVICES
- Handset market trends and outlook
- Figure 6.1: Global mobile handset sales, by
- region, 2006-2012
- Mobile convergence
- Figure 6.2: Technology roadmap for devices
- Software
- Figure 6.3: Global smartphone sales, by OS,
- 2006-2012
- APPENDIX
- INDUSTRY SURVEY
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