电信业 移动运营商瞄准大众无线增值业务
IBM IBMIBM IBM ibvchina@cn.ibm.com
动之以情, 创新共赢 - 移动运营商瞄准大众无线增值业务 1994 3G ARPU( ) IBM- 1 1. 2004-2008E / 2006 3G 36% 2008 1870 (/ ) 2 (1) 200583% 3 ARPU (2) 20084.72 79% 4 2. ARPU,2004-2008E ( ) 200 150 100 50 0 CRC 36% 2004 2005E 2006E 2007E 2008E Java/Brew WAP IVR ( ) 100 80 60 40 20 0-5% 2004 2005E 2006E 2007E 2008E -12% 20% CRC IBM 1
IBM 全球企业咨询服务部 2004 50% 5 3G ( ) 2004 2004 6 20068 126(32 ) 16 12 7 2003 5 172004 1 6 2005 102.8% 6895 20041021.3 8 2
动之以情, 创新共赢 - 移动运营商瞄准大众无线增值业务 3G ( ) ( ) ( ) 9 (3) 3. 3G 38.4% 22.7% 18.4% 14.8% 5.7% 0% 20% 40% 60% iresearch IBM 3G "" 2006 4 4.15 10 2005 7 3 WAP Flash 2006 6 93 ( ) " " 3
IBM 全球企业咨询服务部 ( ) (4) 4. (2004) (2005) (2005) 72% 27% 65% 35% 64% 10% 21% 5% 0% 20% 40% 60% 80% 100% IBM 2G 2.5G () 3G ( ) 4
动之以情, 创新共赢 - 移动运营商瞄准大众无线增值业务 (5) ARPU 2006 (56%)(19%) (14%)(11%) (36%)(32%) (18%) (13%) 11 IBM 125 1 3 / 12 2004 5. / / / / / / / / / / / IBM 5
IBM 全球企业咨询服务部 ( ) TUMedia 13 NTT DoCoMo 14 3G Canal 7 15 16 (6) 7 6. / / / IBM // / / / / 7. / IBM 6
动之以情, 创新共赢 - 移动运营商瞄准大众无线增值业务 2006 IBM 765 CEO 46CEO CEO 17 18 IBM / 2G/2.5G/3G / (8) 8. / / 3G / 3G CRC IBM 7
IBM 全球企业咨询服务部 IBM (9) 1. / 2005 19 2005 33.8% 20 / / / / / ( / ) / 2. 70% ( 2004 "" CDMA ) 5% 21 Hub 9. / IBM 8
动之以情, 创新共赢 - 移动运营商瞄准大众无线增值业务 / / NATE 22 3. / 首先, 为创新提供充分的保护和激励机制 其次, 适当调整现有无线增值业务的收入分成结构 () / 再次, 为创新提供技术指导和支持 第四, 为创新提供用户和市场分析的支持 4. (10) 10. () CRC IBM 9
IBM 全球企业咨询服务部 5. "" ( ) (11) 11. ARPU ( ) 23 6. 3G 2G/2.5G 3G 3G 2G/2.5G IBM 10
动之以情, 创新共赢 - 移动运营商瞄准大众无线增值业务 7. IT ( 12) Hub "" "1+1>2" IT 12. 3G ibvchina@cn.ibm.com ibm.com/bcs IBM 11
IBM 全球企业咨询服务部 IBM yangcb@cn.ibm.com IBM Alan S. Beebe Chee Hew Simon Benjamin Ken KY Chen Alan S. Beebe IBM Chee Hew IBM Simon Benjamin IBM Ken KY Chen( ) IBM IBM IBM 160/IBM 17 IBM 1 2 3 4 5 6 7 8 9 10 " "-IBM 2005 CRC, "China WVAS Market - Drive Consumer Emotional Demand, Create Revenue Stream through New Behaviors", November 2005 http://www.chinamobileltd.com/ ir.php?menu=11&year=2005 http://www.chinaunicom.com.hk/sc/investor/monthly. html?year=2005&month=12&ym=200512 CRC, "China WVAS Market - Drive Consumer Emotional Demand, Create Revenue Stream through New Behaviors", November 2005 ibid ibid " 12016 "2006.2.10. http://tech.sina.com.cn/ t/2006-02-10/0939837537.shtml "" http://www.cww.net.cn/operation/2005/12/36604. htm, 2005.12.13. iresearch, "3G User Survey in China", May 2006 http://www.mii.gov.cn/ art/2006/05/22/art_166_13831.html 12
动之以情, 创新共赢 - 移动运营商瞄准大众无线增值业务 11 12 13 14 15 16 17 18 Informa, "Mobile Industry Outlook 2006" IBM "Primetime for Mobile Television" IBM Whenham, T.O. "NTT DoCoMo buys part of Fuji Television Network." MobileMag. December 21, 2005. http://www.mobilemag.com/ content/100/344/c5711/ Tilak, John. "H3G Italia to begin DVB-H broadcasting in 2006." Dmeurope.com. November 28, 2005, http://www.dmeurope.com/default. asp?articleid=11582 "" IT 2006.6.8. http://it.sohu.com/s2006/cctv-phoenixtv/ "" 2006 CEO IBM Informa, "Mobile Industry Outlook 2006" 19 2006.3.14. 20 21 22 23 http://news.xinhuanet.com/politics/2006-03/14/content_4303952.htm " " Chinabyte 2006.3.13. http://telecom.chinabyte.com/273/2331773.shtml " 2005" http://www.ctm.com.cn/ctmphp/rcp.php?paper_id=163 CRC, "China WVAS Market - Drive Consumer Emotional Demand, Create Revenue Stream through New Behaviors", November 2005 IBM 13
G123-0022-00