2004运营商分析.pdfVIP

UMTS — THE DATA STORY PROFIT OPPORTUNITIES FOR OPERATORS A Shosteck Group White Paper Published January, 2004 © The Shosteck Group This document may be reproduced without license provided it is not edited and is presented in its entirety. UMTS — The Data Story Profit Opportunities for Operators A Shosteck Group White Paper Published by The Shosteck Group 11160 Veirs Mill Road, Suite 709 Wheaton, Maryland 20902–2538 USA Telephone: 1+(301) 589 2259 Fax: 1+(301) 588 3311 Email: jzweig@ Web: Published January, 2004 ©2004 The Shosteck Group THIS DOCUMENT MAY BE REPRODUCED WITHOUT LICENSE PROVIDED IT IS NOT EDITED AND IS PRESENTED IN ITS ENTIRETY TABLE OF CONTENTS EXECUTIVE SUMMARY CHAPTER 1: AN OVERVIEW INTRODUCTION 4 ORGANIZATION OF THE STUDY 5 SUMMARY AND CONCLUSIONS 5 CHAPTER 2: WHAT UMTS DELIVERS INTRODUCTION 6 THE UMTS RELEASES6 SUMMARY AND CONCLUSIONS 8 CHAPTER 3: QUANTIFYING THE LOWER COSTS OF W-CDMA INTRODUCTION 9 CONTRIBUTORS TO UNCERTAINTY 9 COST SAVINGS AND THEIR CONTEXTS 10 REALIZING THE COST SAVINGS 11 SUMMARY AND CONCLUSIONS 12 CHAPTER 4: QUANTIFYING THE IMPACT OF LOWER TARIFFS INTRODUCTION 13 DECLINING TARIFFS AND INCREASING MINUTES OF USE (MOU) 13 THE INCREASE IN ARPU 15 THE STATUS OF AMPU 18 SUMMARY AND CONCLUSIONS 21 CHAPTER 5: THE GROWING DATA MARKET INTRODUCTION 22 THE KOREAN EXPERIENCE 22 THE EUROPEAN EXPERIENCE 24 THE JAPANESE EXPERIENCE 25 SUMMARY AND CONCLUSIONS 28 CHAPTER 6: THE SERVICE OPTIONS OF UMTS OPERATORS INTRODUCTION 29 THE “SWEET SP