oTT Opportunities for Operators in vietnam

Denis BrunettiVice President

Ericsson Vietnam, Cambodia & Laos

VIETNAM since 3G launch

Oct 2009

2013

Launch of 3G services in Vietnam

19 million 3G

subscribers

Mobile data traffic

increased up to 4 times

in past 12 months

OTT innovations

smartphone usage in VIETNAM

Base: Smartphone users

Source: Ericsson ConsumerLab Analytical Platform 2012 and 2013

WWW

appsms Browse

internetInstant

messagingemails Apps Usage Social network video clips

95% 68% 15% 25% 35% 38% 25%

97% 67% 45% 35% 38% 58% 30%

IM

2012

% of usage at least once a week

There is increased usage of instant messaging, social networking, video clips and emails in Vietnam

2013

Smartphone experience

Do you experience issues with your smartphone?

Source: Ericsson ConsumerLab 2012

IT’S ALL ABOUT THE ‘NETWORK’

MOBILE BROADBAND MONETIZING CLOUDS VIDEO GROWTH 50 BILLION

‘5 PILLAR’ NETWORK REQUIREMENTS

SMARTSMART SCALABLE SIMPLE SUPERIOR SECURE

Penetration

Price

SingleFlat rate

Offer

Lost revenue opportunity

Best-effort broadband

Diverse offerings, leveraging QoS & Policy Control

Price

Penetration

Service-based broadband

Flat rate –> Volume based –> Value based

Smart offerings

TELKOMSEL INDONESIA

Within 2 years:•MBB Sub Growth 45%•Revenue Growth 23%

Daily: USD 0.1Weekly: USD 0.5Monthly: USD 2.1

Shared text messages

Shared voice minutes

Shared data

Shared plansBusiness opportunity

Number of devices

Leveraging OTT Brands

Unlimited music streaming

on all devices for USD 15 per month

Unlimited music streaming

on all devices for USD 15 per month