trends in asia pacific’s mvno market | telecoms world asia 2017

TRENDS IN ASIA PACIFIC’S

MVNO MARKET

WHAT’S DRIVING MVNO GROWTH IN THE REGION?

WHERE ARE NEW MARKETSAND OPPORTUNITIES?

CATERING TO THE REGION’S DIVERSE POPULATION - FACTORS FOR SUCCESS

YOZZO CO.,LTD21-22 March

ONE OF TWO OBJECTIVES – TRADITIONALLY AND INCREASINGLY COMMON

GENERATE TELECOMS REVENUES TO UPLIFT / CROSS SELL CORE BUSINESS

Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand 1 / 14

MIX - OR STARTING IN ONE, MOVE TO ANOTHER

Tune Talk Circles.Life Penguin Woolworths Connect LINE Mobile ALDI Mobile

Tune Talk Snail Mobile LINE Mobile

A NEW BREED OF MVNO’S

ECOSYSTEM CONTROL • DATA COLLECTION • OTT REGULATION • ENTERPRISE SERVICE

Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand

Panasonic Lenovo Connect Foxconn Xunjie Xiaomi Mi Mobile

Google fi LINE Mobile WhatsApp Alibaba

2 / 14

SAME SAME BUT DIFFERENT


Panasonic

Lenovo Connect

Foxconn Xunjie

• Enterprise: 1 million+ employees and their families across China/Taiwan - Employees as subscribers

• Ecosystem: Stay in control of the customers journey, product and service experience.

• E-SIM: Out-the-box global connectivity and a shift in after sale services.

Lenovo Connect

• OTT Regulation: Obtain local MVNO license to satisfy growing OTT concern from national regulators• Interconnection: Link OTT with telecom for seamless connection and communication..• Cross sell and upsell: E-commerce, advertising, content, payment, roaming services (B2B and B2C)

Lenovo Connect

• Complete Ecosystem: Device, operating system, services, content and connectivity.• Push innovation: New innovation faster to mass market instead of being delayed by several MNOs.• Data collection and analysis: Large scale international data collection and analysis. Global presence

3 / 14

EVENTUALLY MOST OF THESE WILL FALL INTO THE UPLIFT / CROSS SELL CORE BUSINESS


UPLIFT / CROSS SELL CORE BUSINESS

Panasonic Lenovo Connect Foxconn Xunjie Xiaomi Mi Mobile

Google fi LINE Mobile WhatsApp Alibaba

Panasonic Lenovo Foxconn Google fi

4 / 14

ECOSYSTEM CONTROL • DATA COLLECTION • OTT REGULATION • ENTERPRISE SERVICE

WHAT’S DRIVING MVNO GROWTH IN THE REGION? | WHERE ARE NEW MARKETS AND OPPORTUNITIES?

STARTUPS FOCUSED ON MOBILE SERVICES

MEDIA &BROADCASTING

ENTERPRISESEGMENT

DIGITAL TRANSFORMATION

SMART DEVICEUPTAKE/USAGE

EXCESSCAPACITY

REGULATORY ENVIRONMENT

Increased investment

in ICT infrastructure

Increased logistics,e-commerce,

payment services

Technology efficiency

Cloud based services

MaturingMarkets


MOBILE 1ST

CHANGE INCONSUMER PATTERNS

IoT/M2Me-SIM/OTT

ASEAN

SPECIALISTMVNE’S

5 / 14

WHAT’S DRIVING MVNO GROWTH IN THE REGION? | WHERE ARE NEW MARKETS AND OPPORTUNITIES?

STARTUPS FOCUSED ON MOBILE SERVICES

ENTERPRISESEGMENT

DIGITAL TRANSFORMATION

SMART DEVICEUPTAKE/USAGE


EXCESSCAPACITY

Increased investment

in ICT infrastructure

Increased logistics,e-commerce,

payment services

Technology efficiency

Cloud based services

MaturingMarkets


IoT/M2Me-SIM/OTT

MEDIA &BROADCASTING

MOBILE 1ST


ASEAN

SPECIALISTMVNE’S

6 / 14

IoT M2M E-SIM OTT



IoT/M2Me-SIM/OTT

MEDIA &BROADCASTING


Growth in IoT/M2M from various government programs (Digital Economy Thailand, Smart Cities, Digital Malaysia, etc.)

OTT service providers looking to obtain licenses to adhere to new regulations (I.e. India, Thailand, Indonesia)

Increased cross-border trade, new infrastructure, logistics and transportation, climate change, smart farming, water management.

ASEAN

SPECIALISTMVNE’S

7 / 14




IoT/M2Me-SIM/OTT

MEDIA &BROADCASTING


Growth in IoT/M2M from various government programs = open markets and lower barriers to entry

Getting un-served segments served(i.e. community MVNOs, or MVNO programs like in South Korea)

Supporting startups and SME ecosystem.

Introduction of OTT licensing.

Closer cross-border regulatory co-operation.

ASEAN

SPECIALISTMVNE’S

8 / 14

CHANGE IN CONSUMER PATTERNS



IoT/M2Me-SIM/OTT

MEDIA &BROADCASTING


Subscribers are more up-to-date on trends and innovations than most MNO’s and can’t understand why they have to wait so long for these new service to arrive.

Markets are maturing and becoming highly segmented. Opportunities in niche/segmented markets require unique and integrated offerings rather than competing on price/bundles.

Higher bandwidth availability from 3G/4G networks with consumers seeking convergent ë-lifestyle services and content.

Ericsson: “As smartphone makers and OTT’s have shown, Communications services is all about the experience - and experience goes far beyond simply having network connectivity perform as expected”.

ASEAN

SPECIALISTMVNE’S

9 / 14

MEDIA & BROADCASTING



IoT/M2Me-SIM/OTT

MEDIA &BROADCASTING


Print and Broadcasters are under immense pressure from OTT service providers, and need to find ways to survive and compete.

Digital transformation but depending on their partners (MNO’s or OTT’s) willingness.

Backhaul/Enterprise - BYOD, CYOD, e-SIM, multi-IMSI options for crews and equipment to work remotely and transmit live with mobile data bonding .

Zero rate breaking news. Citizen reporters, Closer data collection and analytics for targeted advertisement.

ASEAN

SPECIALISTMVNE’S

10 / 14

SPECIALIST MVNE’S



IoT/M2Me-SIM/OTT

MEDIA &BROADCASTING


One stop MVNE solutions which significantly reduce necessary Infrastructure investments, and decrease the time needed to launch an MVNO.

Multi-tenant platform resulting in Economies of scale, and thereby being able to offer MVNO’s cost savings, providing higher profit margins to the MVNO’s.

Mitigate complexity: Many companies, with a strong brand and a large customer base, qualify as MVNO’s but are not attracted to the business due to lack of Telco/MVNO knowledge

SPECIALISTMVNE’S

ASEAN

11 / 14

ASEAN



IoT/M2Me-SIM/OTT

MEDIA &BROADCASTING


Increasing demand in business traveling: e-SIM, Dual IMSI and Multi-IMSI.

Increased regional tourism: I.e. MVNO Snail Mobile. Telkomsel Dual SIM card. Hotel/Mobile phone services i.e Handy.

SIM registration fingerprint (KYC) in Thailand, Laos, Cambodia, Myanmar will limit physical SIM sales abroad.

MNO’s as MVNO’s to enter other markets via MVNO sub-brands to create an ASEAN cluster.

Scalability for MVNO’s

Increasing demand for mobility in enterprise I.e. SMEs fixed–mobile convergence, broadband and mobile services bundling

ASEAN

SPECIALISTMVNE’S

12 / 14

CATERING TO THE REGION’S DIVERSE POPULATION - FACTORS FOR SUCCESS

Regulatory issues in the form of MNP, SIM registration (KYC) spectrum roadmapsand understanding of MVNA/MVNE/MVNO

MVNO’s must understand, listen to, and create a unique brand positioning and value offer to attract specific segments or demographics.

A host operator who understandsthe opportunity in on-boarding

a MVNO for mutual benefits


UNDERSTAND THAT A ONE SUCCESSFUL SETUP DOES NOT NECESSARILY FUNCTION

WELL IN OTHER MARKETS.

I.e. difference between infrastructure in Thailand and Myanmar. Cultural difference

between Malaysians and Cambodians. Different content/services demand

13 / 14

TRENDS IN ASIA PACIFIC'SMVNO MARKET

ALLAN T. RASMUSSENYOZZO.COM

21-22 MARCHBANGKOK, THAILAND

THANK YOU!

trends in asia pacific’s mvno market | telecoms world asia 2017

Presentations & Public Speaking