The Mobile Internet Report Key Themes*

Key Theme #6 –
Massive Data Growth Driving Carrier / Equipment Transitions
Global mobile IP traffic likely to grow 66x by 2013E (with 130% CAGR),
per Cisco. Increasing 3G / smartphone penetration + emerging usage
models (such as video / audio streaming) will stress carrier wireless
networks. Carriers may be able to address the surge via capacity
upgrade + offloading. Ultimately, they need to compete on strength of
their macro networks + availability of Wi-Fi. Scale in mobile market
share / full network sharing agreements / co-operation with fixed / Wi-
Fi providers will be key. Pricing decisions will be driven by
competitive pressure and will need to take account of potential for
VoIP to erode voice revenue. Tiered data pricing (speed, quantity) will
likely be critical to growing revenue long-term.
400