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TBR forecasts the Global Telecom Infrastructure Services (TIS) market will exceed $82 billion in 2012 and is poised for continued growth over the next five years. How much is a five-year view into the future of the TIS market worth? How valuable is the knowledge of what segments are growing in TIS, what geographies are gaining momentum, and what is driving this growth? These are the slides that TBR Analyst Chris Antlitz used to present a sneak peek of the results of the Networking and Mobility team’s research behind TBR’s Addressable Market Forecast (AMF) from our Telecom Infrastructure Services (TIS) research program. Chris reviewed forward-looking trends and analyze current developments, such as: •What was behind the Global TIS market’s growth of 11% year-to-year in 2011 •Primary growth catalysts (e.g. LTE deployments) for the next five years •The increasing importance of professional services as a key growth driver, including consulting and systems integration for OSS/BSS, Customer Experience Management, etc.
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TBR
TECHNOLOGY BUSINESS RESEARCH, INC.
TBR Webinar TIS Market OpportunityMarket Insights from TBR’s Global Addressable Market Forecast
5.17.12
TBR Webinar TIS Market Opportunity
TBR
2 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Chris AntlitzAnalyst, Networking and Mobility [email protected]@chrisNMP
TBR Webinar TIS Market Opportunity
TBR
3 5.17.12 | www.tbri.com | ©2012 Technology Business Research Inc.
$82 billion and growing …
TBR Webinar TIS Market Opportunity
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Three thingsOSS BSSLTECE
TBR Webinar TIS Market Opportunity
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LTE rollouts will peak globally in 2013 to 2014; investment wave will also drive maintenance, professional and managed services
$20.5 $21.0 $23.0 $24.0 $25.0 $25.0
$20.7 $21.0 $22.0 $23.0 $24.0 $24.0 $19.8 $20.3 $21.0 $22.0 $23.0 $23.0 $20.4 $20.7 $22.0 $22.3 $23.0 $24.0
$0
$20
$40
$60
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$100
2011 2012 2013 2014 2015 2016
TIS Addressable Market by Services Segment (BUSD)
Deployment Services Maintenance ServicesProfessional Services Managed Services
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
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Growth in early years of forecast will track broadband rollouts; focus turns to new business model development in later years
$1.2 $1.2 $1.2 $1.3 $1.3 $1.3 $3.4 $3.5 $3.7 $3.9 $3.7 $3.5 $1.2 $1.3 $1.3 $1.4 $1.6 $1.6 $1.3 $1.3 $1.4 $1.5 $1.6 $1.6 $3.6 $3.7 $3.7 $3.8 $4.0 $3.9 $3.1 $3.3 $3.4 $3.6 $3.8 $3.7 $3.4 $3.7 $3.9 $4.1 $4.1 $4.0 $2.6 $2.4 $2.4
$2.4 $3.1 $3.4
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$25
2011 2012 2013 2014 2015 2016
TIS Addressable Market Professional Services Sub-Segments (BUSD)
Application Integration
BSS Integration
OSS Integration
Network Infrastructure Integration
Training Services
Security Services
Planning, Design and Optimization
Consultancy Services
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
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Once LTE is deployed to major cities, operators will gradually expand coverage to rural markets to spread out capex outlays
$30.9 $33.2 $35.7 $36.5 $37.2 $37.4
$28.2 $26.8 $27.3 $28.8 $30.8 $31.0
$22.3 $23.0 $25.0 $26.0 $27.0 $27.6
$0
$20
$40
$60
$80
$100
2011 2012 2013 2014 2015 2016
TIS Addressable Market by Geography (BUSD)
Americas EMEA Asia Pacific
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
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Growth in Americas will stay strong as operators accelerate LTE deployment schedules and Sprint’s Network Vision ramps up
$24.2 $26.0 $28.0 $28.5 $29.0 $29.0
$6.7 $7.2 $7.7 $8.0 $8.2 $8.4
$0$5
$10$15$20$25$30$35$40
2011 2012 2013 2014 2015 2016
TIS Americas Addressable Market (BUSD)
North America Caribbean & Latin America
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SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
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Though modernizations in Europe are largely completed, operators will continue to embrace managed services to cut costs
$20.2 $18.6 $18.9 $20.1 $22.0 $22.1
$8.0 $8.2 $8.4 $8.7 $8.8 $8.9
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$5
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2011 2012 2013 2014 2015 2016
TIS EMEA Addressable Market (BUSD)
Europe Middle East & Africa
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
TBR Webinar TIS Market Opportunity
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APAC is moving at different speeds, with LTE builds largely complete in South Korea and Japan; China next in line for LTE
$5.3 $5.4 $5.6 $5.8 $5.9 $6.0
$13.0 $13.4 $15.0 $15.6 $16.4 $16.9
$4.0 $4.2 $4.4 $4.6 $4.7 $4.7
$0
$5
$10
$15
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2011 2012 2013 2014 2015 2016
TIS Asia Pacific Addressable Market (BUSD)
Southern Asia South East/Far East Australia/NZ
TBR
SOURCE: COMPANY DATA AND TBR ESTIMATES
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Consolidation will be recurring theme as suppliers bulk up portfolios and access new markets; Ericsson will remain leader
• xx
Ericsson16%
Nokia Siemens Networks
12%
Alcatel-Lucent10%
HP Services (Telecom)8%IBM Global Services
(Telecom)8%
Huawei6%Accenture (Telecom)
4%
Amdocs3%
Cisco3%
Oracle2%
Other Suppliers28%
Ericsson
Nokia Siemens Networks
Alcatel-Lucent
HP Services (Telecom)
IBM Global Services (Telecom)
Huawei
Accenture (Telecom)
Amdocs
Cisco
Oracle
Other Suppliers
SOURCE: COMPANY DATA AND TBR ESTIMATES
Telecom Infrastructure Services Market Share in 2011
TBR
TBR Webinar TIS Market Opportunity
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Three thingsOSS BSSLTECE
TBR Webinar TIS Market Opportunity
TBR
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Methodology
TBR Webinar TIS Market Opportunity
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TIS Company CoverageAccenture CSG Systems Logica
Agilent CTDI Microsoft
Alcatel-Lucent EMC NEC
Amdocs Ericsson Nokia Siemens
American Tower Fujitsu Oracle
Bechtel General Dynamics Orascom
Bouygues HP Samsung
Capgemini Huawei SAP
China Communications Construction Hyundai Engineering & Construction SBA Communications
Ciena IBM Tech Mahindra
Cisco Indus Towers Wipro
Convergys Jabil Circuit ZTE
Crown Castle Juniper
TBR Webinar TIS Market Opportunity
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TBR’s comprehensive view of the TIS market offers historical and future insight, enabling suppliers to make more informed decisions
Current and Historical View of TIS Market The Future of the TIS MarketTIS Quarterly Benchmarks TIS Addressable Market Forecast (AMF)
The Expanded TIS Quarterly Benchmark is the most in-depth, all-inclusive TIS coverage TBR offers.
The TIS Quarterly Benchmark is at the core of TBR’s TIS coverage.
TBR also provides custom TIS work to meet specific client needs.
The North America AMF provides a deep dive on where the region is headed over the next five years.
The Global AMF provides a global view of where the TIS market is headed over the next five years.
TBR Webinar TIS Market Opportunity
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Questions?
Chris AntlitzAnalyst, Networking and Mobility [email protected]@chrisNMP
