文档介绍：Global
munications
18 February 2004
Primer
Global Research Equity GSM White Paper GSM munications
is, without a doubt, one of the
Brilliant past, bright future most explosive developments
ever to have taken place in the
munications industry.
Marrying the convenience of
Gareth Jenkins mobility with the rich
(+44) 20 7547 5849 multimedia content of the
@
, . 3G, will be equally
GSM customers worldwide are nearing the one billion mark as of 16 disruptive. In addition, the
February 2004, creating a tremendous impact on both economic and integration of the mobile
social scales globally. Deutsche Bank has created this white paper to phone, palm-puters,
explore the far-reaching changes that have occurred in the social and cameras and content related
financial landscape as a direct result of the explosion of the family of information makes it almost
GSM technologies -- GSM, GPRS, EDGE and UMTS/WCDMA. The inevitable that the ubiquitous
paper addresses key areas such as: how GSM became the dominant access point to the
Industry Focus mobile standard; the economic contributions made by the work and for that
community; and key ess factors for the GSM industry going matter will not be the PC but
forward to the next billion customers. some form of mobile
appliance.
GSM has had a significant economic impact
GSM’s future key ess
We estimate that global subscribers will exceed in 2004 and reach
factors (KSFs)
by 2010. We expect at least 85% of the world's next-generation
Over the next five years, several
wireless customers to utilise the GSM family of technologies for both
KSFs for the mobile industry will
voice and data services. work operator revenues alone totalled
influence the market as we
$426bn in 2003 (based on current exchange rates), an increase of 19%
transition to the new 3G
versus 2002. We believe GSM accounted for circa 65% of this total. Our
environment. These incl