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  • En DAY3 ABI Telcos As A Growth Accelerator en

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    The document discusses how telecommunications companies (telcos) can act as an engine for GDP growth post-COVID-19. It notes that pre-COVID, telcos faced challenges like declining revenues and increasing competition from over-the-top players. However, the pandemic accelerated a shift to a "telco-enabled new normal" where connectivity is crucial across sectors like manufacturing, infrastructure, and government. If governments support telcos through measures like spectrum reform, regulating over-the-top players, repurposing subsidies, and investing in critical industries, telcos could contribute $2 trillion directly and $3 trillion indirectly to GDP by 2030, equivalent to the output of 14 mid-sized countries. This would make telcos

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    The document discusses how telecommunications companies (telcos) can act as an engine for GDP growth post-COVID-19. It notes that pre-COVID, telcos faced challenges like declining revenues and increasing competition from over-the-top players. However, the pandemic accelerated a shift to a "telco-enabled new normal" where connectivity is crucial across sectors like manufacturing, infrastructure, and government. If governments support telcos through measures like spectrum reform, regulating over-the-top players, repurposing subsidies, and investing in critical industries, telcos could contribute $2 trillion directly and $3 trillion indirectly to GDP by 2030, equivalent to the output of 14 mid-sized countries. This would make telcos

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    4 views7 pages

    En DAY3 ABI Telcos As A Growth Accelerator en

    Uploaded by

    dieuwrign
    The document discusses how telecommunications companies (telcos) can act as an engine for GDP growth post-COVID-19. It notes that pre-COVID, telcos faced challenges like declining revenues and increasing competition from over-the-top players. However, the pandemic accelerated a shift to a "telco-enabled new normal" where connectivity is crucial across sectors like manufacturing, infrastructure, and government. If governments support telcos through measures like spectrum reform, regulating over-the-top players, repurposing subsidies, and investing in critical industries, telcos could contribute $2 trillion directly and $3 trillion indirectly to GDP by 2030, equivalent to the output of 14 mid-sized countries. This would make telcos

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    of 7

    TELCO’S AS A GROWTH

    ACCELERATOR
    Stuart Carlaw
    Chief Research Officer
    Table of Contents

    • The Pre COVID-19 Telco Conundrum


    • The Telco Enabled New Normal
    • Telco as a GDP Growth Engine
    The Pre COVID-19 TELCO Conundrum
    A Level Playing Field?
    Spectrum Licensing 1-1.4x Return on Spectrum
    investment per annum….But it
    takes 10 years to Build

    Legislation and Policy Geopolitical Tension


    EU Roaming $bn’s to replace network assets
    Revenues Drop 50% and slow 5G deployment due to
    as Traffic Spikes Gov Policy changes

    OTT Share of Consumer


    Traffic in some
    segments 30x Revenue Erosion
    The Telco Enabled New Normal
    Technology and Connectivity Driving Evolution

    Supply Chain Manufacturing


     Automated and contactless last mile delivery -  Flexible Production Lines, rapid retooling,
    $13.4bn in AAS revenues from Robotic rapid reconfiguration - $1trn in Digital Factory
    Delivery to 2030 Revenues by 2030. Circa $2.5tn in GDP impact.
     Asset integrity and tracking - $230bn in Direct  Generative design and integrated materials
    Revenues to 2026. Circa $0.7trn GDP impact sourcing – 16mn licenses in 2030
     Decentralized and intelligent warehousing.  Automated goods handling and machine
    150k, 3x traditional warehousing in 2027 tending - $250bn in direct revenues. Circa
    Telco Enabled $0.75tn in GDP impact.
    New Normal
    Critical Infrastructure Government
     Remote monitoring via IoT – 181 million  Smart cities for managing spaces, traffic and
    connected assets by 2026. population movement –$14trn in Direct
     AI enabled predictive & prescriptive Investment to 2030.
    maintenance - $113bn Investment in condition  Urban Resilience - $1.2trn direct investment
    based monitoring by 2026 to 2030.
     AR enabled remote technical support – 28.3mn  Digital Twins for modelling urban response
    active remote expertise users by 2024 and planning – 521 Major Cities using digital
    twins by 2030
    Telco’s as a GDP Growth Engine
    Why Should Governments Look Differently at Telco’s Post COVID-19?

    Direct

    $2tn
    Productivity
    contributions
    $3tn 2Q COVID-19 Virus Debt
    Indirect
    $600bn
    $5tn

    5G in 2030

    Equivalent to the GDP of 14 Countries Ranked 17-30 Globally


    Telco’s as a GDP Growth Engine
    Options For Regulators and Governments

    Spectrum • Free more spectrum and reduce stipulations


    Tax on licenses for Telco’s. USA, Ireland, Jordan,
    Reform Saudi Arabia, Panama, Brazil all taken
    Contribution Spectrum OTT measures during COVID-19.
    Reform Regulation
    • Reduce license burdens for cell sites and
    times to secure e.g. 36% of costs are site
    National Society
    related and 4 months to process paperwork for
    Ownership Contribution cell sites.
    Subsidy Critical Ent
    Repurposing Investment • Allow for more flexible management and
    OTT
    treatment for OTT data. Precedent set in UK,
    Regulation Germany & Switzerland in COVID-19.

    Subsidy • Move funds such as rural coverage subsidies


    CAUTIONARY POSITIVE
    CONSIDERATIONS MEASURES to rural 5G roll out to support rural enterprise
    Repurposing e.g. 16% of GDP in UK. $20bn US Rural
    Digital Opportunity Fund.
    • Move away from spectrum license taxation e.g.
    5G Licenses in New Zealand.
    Without a Healthy Telco Community,
    ALL of a Countries Critical Infrastructure, Services and • Provide for local spectrum access for critical
    Economy Will Be Lesser Critical Ent infrastructure and enterprise segments.
    Investment Germany, USA, SK, UK plus others in
    consultation or operation.
    THANK YOU !

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