- Windows Phone 7 will upset the status quo in the smartphone market by becoming the fastest-growing smartphone platform.
- Android will overtake the iPhone as the favorite with mobile developers by end of the year.
- Cloud services will move from early adopter to the early mainstream stage and will have an impact on key emerging telco services.
- Broadband will provide the fastest and most promising growth in emerging markets.
- The emerging market mobile subscriber land grab will begin to end, with single-digit or low double-digit growth becoming the norm as competition intensifies.
- Web 2.0 intermediaries will increase their demand for managed services at a wholesale level.
- Wholesale markets will begin to take off across emerging countries.
- The ‘fight’ for the connected/extended home will accelerate
- There will be debate around data business models and tariff strategies and the arrival of innovative new approaches to data service charging.
- Making prime spectrum bands available for mobile broadband will need to be a top priority.
- Regulators will become embroiled in a vigorously contested consultation process over the future of mobile termination rates.
- Telcos will invest in customer service centers and back office technology as the customer is put at the centre of their operations.
- There will be further shake outs in the telecoms supply chain and to fare well vendors will need to execute well in high-growth applications such as mobile broadband and support customers’ cost reduction and revenue growth.
- Optical component growth will moderate with demand led by 10, 40 and 100G products but the underlying business fundamentals of the market will remain unchanged, maintaining an unstable supply chain.
