【行业研报】2023电信行业展望_市场营销策划_重点报告20230703_doc.docx

De1oitte.2023te1ecomindustryout1ook2023te1ecomindustryout1ookContentsThebund1ebatt1e:Addmoreva1ueforcost-consciousconsumers4Fixedwire1essaccesssurges,butwi11itendure?5Whatenterpriseswantfrom5Gedge7Jointventuresacce1eratedep1oymentoffibernetworks9Increasethefocusonsustainabi1ity10Signpostsforthefuture12AboutDeIoittefSout1ooksDe1oitte,s2023te1ecomindustryout1ookseekstoidentifythestrategicissuesthatte1ecomorganizationsshou1dconsiderinthecomingyear,inc1udingtheirimpacts,keyactionstotake,andcritica1questionstoask.Thegoa1istohe1pequipte1ecommunicationorganizationswiththeinformationneededtopositionthemse1vesforastrong,resi1ientfuture.ExecutivesummaryDemandforconnectivityntinuestogrow,bringingbothopportunitiesandcha11engesforcommunicationsserviceproviders(CSPs).Inthisyear'ste1ecomout1ook,weexp1orehowCSPsarede1iveringva1uetoconsumerandenterprisecustomerswithbund1edservicesandconnectivityoptions1ike5Gfixedwire1essaccess(FWA)andfiber,aswe11astheirro1einmeetingthegrowingdemandforedgecomputing.We11a1soconsiderhowCSPsmaywanttoba1ancepricingdecisionswiththeneedtoacce1eratedep1oymentofinfrastructure1ikefibernetworkswhi1eattendingtothegrowingurgencytoreduceresources,waste,andemissionsfromnetworkoperations,upgrades,anddep1oyments.Asconnectivityworksitswayintomoreofthewor1d,itmaybemoreimperativethanevertoba1ancestswittheneedsofhouseho1ds,businesses,communities,andtheenvironment.Forindividua1sandfami1ies,connectivityisimportant.Manyre1yonitforinformation,entertainment,andmeaning.1Manynowrequireitforeducation,emp1oyment,andhea1thcare.Yet,nsumersoftenhavecostconstraintsthatcan1imittheiroptionsordrivethemtoseekthebestserviceatthe1owestprice.Thisfactorcanpresentacha11engeforCSPsthatneedprofitstodrivegrowthandreinvestintheirbusinesses.Tooffermoreva1uetonsumers,manyCSPsarebund1ingmobi1eandhomeinternetaccess,offeringconnectivityoptions1ikefiberand5GFWAzandpartneringwithentertainmentservicestoindudesubsidizedorfreesubscriptions.Aswe11see,bund1eswiththeriskofdi1utedrevenuesshou1dbecarefu11yconsidered.Aspartofthis''bund1ebatt1e,"5GFWAhasenjoyedsubstantia1growth.ThistypeOfconnectivitycanprovidestrongre1iabi1ity,butsomequestionsremainabouthowmuchitcansca1e.Asmorepeop1euse5Gservices,andifmorebandwidth-intensive''ki11erappswemerge,the1imitsof5GFWAcou1dbeexposed.However,marketdynamicsandnext-gentechno1ogyso1utionscou1dovercomethesecha11enges.Forenterprisecustomers,theneedtocutcosts,automatecapabi1ities,andsupportinnovationisdrivinginterestandadoptionofedgecomputing.De1oittehasintervieweddecision-makersfromacrossindustriestounderstandwhatcapabi1itiesthey,reun1ockingwithedgecomputingandtheprovidersthey1ooktoforsupport.Companiesusingedgecomputingshowwhat,sworking;wheretheyneedmorehe1p;andwhomtheyturntofor1oca1areanetworks,service1ayers,andintegratedc1oud-to-edgebusinessso1utions.ThekeytakeawayisthatCSPswi111ike1yneedpartnerstodeve1opanddep1oyedgeso1utions,requiringmorecooperationwitherstwhi1ecompetitors.Manyoftennectivityso1utionswecoverre1yonfibernetworks.Withhighdemand,strongcompetition,andtheneedtooptimizecostsandrisk,moreCSPsarepartneringwithprivateinvestorstoacce1eratedep1oymentoffibernetworks.2Thesepartnershipscanbemutua11ybeneficia1andreinforcedwithgovernmentfundingthatcanfurtherincentivizebui1d-out.Indoingsozthesepartnershipscansupportexistingcustomerswhi1eextendingfurtherintounderservedcommunities,he1pingtonarrowthedigita1dividethegapbetweenthosewhohaveaccesstomodeminformationandcommunicationtechno1ogiesandthosewhodon,t.Thisaspecttugsatthebroadereconomicimperativeofconnectivity:morebandwidth,moreequa11ydistributed,enab1inggreateraccesstoeducationandopportunity.Asc1imatecrisesmount,aIOOmingquestionishowtoreducewasteandemissionsfromsomuchinfrastructure,itsoperations,andsupp1ychains.ForCSPsz1oweringtheirownenergyusage,increasingdeanenergypurchases,andhe1pingtheirsupp1iersdeve1optheirownnet-zeroroadmapscanhe1pmitigateemissionsandavoidreputationa1damagewhenmorepeop1eareweighingthe1argercostsofeconomicgrowth.Thebund1ebatt1e:Addmoreva1ueforcost-consciousconsumersTheideaofCSPsofferingproductandservicebund1esisnothingnew:IntheUnitedStatesandCanada,3Gand4Gwire1essservicesreachedrapidadoptionbybund1ingmonth1yconnectionserviceswithnewsmartphonecontracts.Overtime,CSPshaveoffereda11kindsofbund1es,rangingfromdeviceandservicebund1estontentbund1es,c1oudzandgamingservices,andsmarthomeproductofferingsrangingfromsecuritytomanagedWi-Fi.Somecompaniesthathave1otsoffixedconnectionsbutnofadIities-basedmobi1eoffering(main1ycab1empanies)arepartneringtobeab1etoprovideboth.Atthesametime,somempanieswith1otsofmobi1econnectionsbutno(ornotenough)fixedconnections(main1ywire1esste1cos)areusingnewbusinessmode1sandtechno1ogytooffertheirownbund1es.In2023andbeyondtheremaybeamp1eroomtogrowfixed-mobi1econvergencebund1esintheUnitedStates:On1yabout8%ofnsumersintheUnitedStatessubscribedtoaconvergedservicein2023.3Furtherzrece