Presentation given at the Telecoms World Asia 2017 event in Bangkok 21-22 March. Speaker: Allan T. Rasmussen, Managing Director, Yozzo Co., Ltd.
What’s driving MVNO growth in the region?
Where are new markets and opportunities?
Catering to the region’s diverse population – factors for success
For 18 years, Carriers World Asia has been an annual platform for leading international carriers, operators, authorities and suppliers to meet, learn and create fruitful business partnerships for the betterment of wholesale revenue and growth. With the dawn of a digital era, it’s become imperative for telecoms operators to undergo a top-down transformation to survive and thrive in an age of disruptive technology, business models and new competitors.
In 2017, Carriers World Asia was re-branded to Telecoms World Asia introducing to other tracks under the umbrella: Networks and Digital Transformation.
Communication Accommodation Theory Kaylyn Benton.pptx
Trends in Asia Pacific’s MVNO market | Telecoms World Asia 2017
1. TRENDS IN
ASIA PACIFIC’S
MVNO MARKET
WHAT’S DRIVING MVNO
GROWTH IN THE REGION?
WHERE ARE NEW MARKETS
AND OPPORTUNITIES?
CATERING TO THE REGION’S DIVERSE
POPULATION - FACTORS FOR SUCCESS
YOZZO CO.,LTD21-22 March
2. 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
3. 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
4. SAME SAME BUT DIFFERENT
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
• 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
5. EVENTUALLY MOST OF THESE WILL FALL INTO THE 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
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
6. WHAT’S DRIVING MVNO GROWTH IN THE REGION? | WHERE ARE NEW MARKETS AND OPPORTUNITIES?
STARTUPS FOCUSED
ON MOBILE SERVICES
MEDIA &
BROADCASTING
ENTERPRISE
SEGMENT
DIGITAL
TRANSFORMATION
SMART DEVICE
UPTAKE/USAGE
EXCESS
CAPACITY
REGULATORY
ENVIRONMENT
Increased
investment
in ICT
infrastructure
Increased logistics,
e-commerce,
payment services
Technology
efficiency
Cloud based
services
Maturing
Markets
Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand
MOBILE 1ST
CHANGE IN
CONSUMER
PATTERNS
IoT/M2M
e-SIM/OTT
ASEAN
SPECIALIST
MVNE’S
5 / 14
7. WHAT’S DRIVING MVNO GROWTH IN THE REGION? | WHERE ARE NEW MARKETS AND OPPORTUNITIES?
STARTUPS FOCUSED
ON MOBILE SERVICES
ENTERPRISE
SEGMENT
DIGITAL
TRANSFORMATION
SMART DEVICE
UPTAKE/USAGE
CHANGE IN
CONSUMER
PATTERNS
EXCESS
CAPACITY
Increased
investment
in ICT
infrastructure
Increased logistics,
e-commerce,
payment services
Technology
efficiency
Cloud based
services
Maturing
Markets
Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand
IoT/M2M
e-SIM/OTT
MEDIA &
BROADCASTING
MOBILE 1ST
REGULATORY
ENVIRONMENT
ASEAN
SPECIALIST
MVNE’S
6 / 14
8. IoT M2M E-SIM OTT
CHANGE IN
CONSUMER
PATTERNS
Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand
IoT/M2M
e-SIM/OTT
MEDIA &
BROADCASTING
REGULATORY
ENVIRONMENT
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
SPECIALIST
MVNE’S
7 / 14
9. REGULATORY ENVIRONMENT
CHANGE IN
CONSUMER
PATTERNS
Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand
IoT/M2M
e-SIM/OTT
MEDIA &
BROADCASTING
REGULATORY
ENVIRONMENT
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
SPECIALIST
MVNE’S
8 / 14
10. CHANGE IN CONSUMER PATTERNS
CHANGE IN
CONSUMER
PATTERNS
Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand
IoT/M2M
e-SIM/OTT
MEDIA &
BROADCASTING
REGULATORY
ENVIRONMENT
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
SPECIALIST
MVNE’S
9 / 14
11. MEDIA & BROADCASTING
CHANGE IN
CONSUMER
PATTERNS
Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand
IoT/M2M
e-SIM/OTT
MEDIA &
BROADCASTING
REGULATORY
ENVIRONMENT
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
SPECIALIST
MVNE’S
10 / 14
12. SPECIALIST MVNE’S
CHANGE IN
CONSUMER
PATTERNS
Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand
IoT/M2M
e-SIM/OTT
MEDIA &
BROADCASTING
REGULATORY
ENVIRONMENT
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
SPECIALIST
MVNE’S
ASEAN
11 / 14
13. ASEAN
CHANGE IN
CONSUMER
PATTERNS
Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand
IoT/M2M
e-SIM/OTT
MEDIA &
BROADCASTING
REGULATORY
ENVIRONMENT
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
SPECIALIST
MVNE’S
12 / 14
14. CATERING TO THE REGION’S DIVERSE POPULATION - FACTORS FOR SUCCESS
Regulatory issues in the form of MNP,
SIM registration (KYC) spectrum roadmaps
and 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 understands
the opportunity in on-boarding
a MVNO for mutual benefits
Trends in Asia Pacific's MVNO market | Allan T. Rasmussen, Yozzo Co.,Ltd. | Telecoms World Asia 2017 | 21-22 March | Bangkok, Thailand
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
15. TRENDS IN ASIA PACIFIC'S
MVNO MARKET
ALLAN T. RASMUSSEN
YOZZO.COM
21-22 MARCH
BANGKOK, THAILAND
THANK YOU!