The Mobile Internet Report Key Themes*

Key Theme #7 –
Compelling Opportunities in Emerging Markets
Emerging Markets (EM) have material potential for mobile Internet user
growth. Low penetration of fixed-line telephone + already vibrant mobile
VAS mean that for many EM users and small / medium enterprises
(SMEs), the Internet will only be mobile.
We are still in the nascent stages of the market, but there are already
encouraging signs of adoption of mobile broadband driven by falling
prices for already low-cost ‘netbooks’, availability of smartphones, and
rollout of 3G.
We expect carriers in emerging Asia & Africa to be better positioned
than carriers in Eastern Europe and the Middle East when markets hit
inflection points, driven by stronger subscriber growth.
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