PRIME NUMBERS Mobile TV penetration of total mobile subs

5% 4% 3% 2% 1% 0%

— W. Europe — Central & Eastern Europe — Latin America — North America — Africa & Middle East — Asia Pacific

external mobile broadband 66 million

devices shipped globally in 2009. (Berg Insight)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Source: Pyramid Research

Two new reports forecast streamed mobile TV services will continue to outgrow broadcast equivalents by a considerable margin. A study from Juniper Research suggests combined end-user revenues from streamed and broadcast TV services will reach nearly $7 billion by 2015, up from $3.2 billion in 2009. Streamed TV services are expected to account for the overwhelming majority of such revenues, it says, with mobile TV traffic over WiFi expected to increase 25-fold over the 2010-2015 period. But it says dedicated broadcast services such as DVB-H are widely perceived as financially unviable: “By the end of last year just 3.2 million users worldwide were paying for mobile TV services delivered via dedicated mobile broadcast TV networks—well under 0.1% of the global subscriber base.” A second report, from Pyramid Research, says the FIFA World Cup this year will drive mobile TV service take-up, but says even in the region with the greatest uptake to 2014, Western Europe, penetration will reach only 4% of mobile subscrib- ers at best (see chart). In 2010, mobile video users (including mobile TV) will increase by 8.4 million in Western Europe, while in Central and Eastern Europe there will be just 1.5 million additional mobile video users, says Pyramid.

FRENCH IPTV DOMINATION The latest IPTV update from Point Topic shows 2.6 million subscriber additions worldwide in the first quarter of this year, bringing the global total to 36.3 million. Point Topic says that is around 7.7% of total broadband lines, and says excluding cable around 9.7% of broadband subscribers also have an IPTV subscription. Over 13 million of all subscribers are in just two countries: France and China. Western Europe remains the most important IPTV region, with over 16 million subscribers and 44.2% of the total by the end of March, but over half of those subscribers are in France. South and East Asia is equal second reaching 17.8% of the total: in that region over 5 million of the roughly 6.5 million subscribers are in China, which added 630,000 customers in Q1. The US remains marginally ahead of China, with strong performances from both Verizon and AT&T in the first quarter.

20

Mobile subs still soaring The number of mobile connections passed 5 billion worldwide in July according to Wireless Intelligence, just 18 months after the 4 billion mark was reached at the end of 2008. Mobile penetration stands at 74%, compared to 60% at 4 billion connections. The highest penetrated region is Western Europe at 130%, and the lowest is Africa at 52%, while Eastern Europe (123%) is the only other region to have passed 100% penetration. The Asia-Pacific region accounted for 47% of global mobile connections at the end of the second quarter, while Europe and the US/Canada account for 21% and 6% of connections respectively. The global share of GSM connections declined 5% to 78% during the last billion connection additions as a result of growth in WCDMA, which now accounts for 12% of the global total.

400 million IPTV subscribers by region, 1Q 2010

n Western Europe n Asia Pacific

n Eastern Europe 44.2% 14.6% 4.8% 17.8% 17.8%

Leading IPTV countries 10,000

n Middle East and Africa n Latin America n North America

n South and East Asia

0.4% 0.3%

CONTACTS

EDITORIAL 4th Floor, Welken House, 10-11 Charterhouse Square, London EC1M 6EH +44 (0)20 7608 7030; ttmag@totaltele.com

TOTAL TELECOM PLUS Ian Kemp Editor

Michelle Young Art Editor

TOTAL TELECOM Mary Lennighan Executive Editor Nick Wood

Assistant Editor Tim Charters Web Developer

Omer, Israel Ingrid Lunden

London Ken Wieland

London Craig Stephen Hong Kong

Jagdish Rattanani Mumbai

ADVERTISING HEAD OFFICE , LONDON, UK Nick Carter

Sales Manager Gordon White Sales Manager

ian.kemp@totaltele.com +44 (0)1626 835 703 m7chelle@gmail.com

mary.lennighan@totaltele.com +44 (0)20 7608 7069 nick.wood@totaltele.com +44 (0)20 7608 7046

tim.charters@terrapinn.com +44 (0)20 7608 7073

CONTRIBUTING EDITORS Roy Rubenstein

royruben@netvision.net.il ingridlunden@gmail.com ken2wieland@yahoo.co.uk ch.stephen@gmail.com

+852 9048 1124 jagdish@mtnl.net.in +91 22 287 55087

nick.carter@totaltele.com +44 (0)20 7608 7065

gordon.white@totaltele.com +44 (0)20 7608 7041

UNITED STATES AND CANADA KCS International T +1 717 397 7100 F +1 717 397 7800 Karen C Smith-Kernc – East Alan Kernc – West & Canada

JAPAN Hiroko Kujime Pacific Business +81-3-3661-6139

KarenKCS@aol.com AlanKCS@aol.com

kujime-pbi@gol.com T +81-3-3661-6138 F

mobile subscribers using their phones for mobile banking by 2013 (Juniper Research)

ADVERTI S ING PRODUCTION Please forward all advertising material directly to: ads@totaltele.com

MARKETING Tally Judge

Marketing Manager Charles Georgiou Marketing Executive

+44 (0)20 7827 4151

tally.judge@totaltele.com +44 (0)20 7608 7076

charles.georgiou@totaltele.com +44 (0)20 7608 7071

SUBSCRIPTION/CUSTOMER SERVICES Aleisha Bryant

Customer Services Executive

MANAGEMENT Rob Chambers Publisher

Greg Hitchen Chief Executive Officer

OTHER PUBLICATIONS: Online: www.totaltele.com Television: www.totaltele.tv

or register online at: www.subscription.co.uk/totaltelecom

rob.chambers@totaltele.com +44 (0)20 7827 5971

greg.hitchen@terrapinn.com

aleisha.bryant@terrapinn.com +44 (0) 7 608 7042

n 2009 Q4 n 2010 Q1 Total Telecom Plus is published by 5,000

0

France US China South Korea

JapanGermanyHong Kong

Italy Spain Belgium Source: Point Topic

© 2010. All rights reserved.

Terrapinn Holdings Ltd registered office: 4th Floor Welken House, 10-11 Charterhouse Square, London EC1M 6EH

www.totaltele.com July/August 2010

% of subscriptions