Ideas 2012
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电信
LTE - Learnings from first movers
By Dominic Arena, partner, Cheryl Lim, senior manager, and Ishan Singhal, consultant, Value Partners Singapore February 2012Since the first long term evolution (LTE) commercial deployment two years ago, more than 50 operators have launched LTE networks. In this perspective, Value Partners examines the top LTE operators by subscriber base, how they have positioned the technology – especially in terms of tariff and devices – and the key learnings from these early experiences.
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电信
Chinese telecommunications operators: developing a specific telco offer for SMEs
By Jenny Ng, partner, Taylor Lam, manager, and Justin Carew, consultant, Value Partners Hong Kong February 2012Corporate customers have traditionally been an underserved market segment for telecommunications operators in China. There is a strong focus on the consumer market and telcos have not done enough to develop relevant and compelling offers for companies. International experience shows that the approach to corporate customers is becoming more selective in segmentation and comprehensive in service capabilities. Emerging trends indicatebthat within the enterprise segment, large corporates dominate, butbSmall and Medium Enterprises (SMEs) are attracting increasing attentionbas this segment tends to be comparatively underpenetrated, is potentially a good fit for ‘all-inclusive’ bundles, and also displays opportunities for next generation ‘cloud-based’ ICT offerings. Whereas SMEs currently tend to be served by standard offers, international benchmarks demonstrate that this segment can be better served by customised solutions and integrated offers. In response to these findings, Value Partners conducted a ‘mystery shopping’ exercise to examine the SME service offerings of telcos in China, and compared this to offerings provided by leading operators in the developed markets of Hong Kong and Singapore. We evaluated China’s leading telcos based on several parameters, and the results paint a striking picture which highlights that there is significant room for improvement in devising tailored ICT solutions for SMEs.
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媒体
Mobile 2015: new spectrum, different business models, more competition?
By Henry Alty, manager at Value Partners London January 2012Since the turn of the millennium, incumbent mobile network operators (MNOs) across Europe have been encouraging governments to release new spectrum to allow them to deal with the rapid growth in mobile data. However, the release of spectrum is now also facilitating market entry by a range of new players with existing customer bases, often cable operators and Internet service providers (ISPs), assisted by new business models which lower the cost of entry compared to those of the 3G entrants in the early 2000s. This has the potential to counter to the trend of consolidation that has already occurred in many advanced mobile markets; and these new entrants are likely to introduce disruptive, data focused offers. A variety of potential new entrants and existing mobile virtual network operators (MVNOs) should examine the business cases for transitioning to a full MNO, leveraging on these new business models. Incumbent MNOs will have to take this into account in their approach to spectrum lobbying and auctions, in defining their competitive strategy, and in creating retail and wholesale business models. Finally, regulators will have to consider carefully the implications of set-aside spectrum.
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Beni industriali
Customer perceived value: to identify and close the gap in positioning
By Alberto Calvo, principal, and Alessandro Barmettler, senior manager, Value Partners Milan January 2012Customer Perceived Value (CPV) framework: an effective approach developed in the nineties to evaluate a company’s positioning against competitors.