Alfie Amir is a senior analyst in Current Analysis Group. He is responsible for research, consulting and analysis focusing on market and technology trends, competitive analysis and account-based intelligence for ICT spending and modeling future investments. He also works across several trackers (e.g., fixed, mobile and IT) providing market sizing, forecasts and insights across the region. Alfie is quoted regularly in trade press and is a regular speaker at conferences, workshops and other industry events.
Apart from providing technical certification and accreditation to partners, enhancing their consulting/advisory capability is also a crucial area for AWS to win in the region.
Enterprises with strict data residency requirements should consider migrating their data from on-premises to Amazon S3 on AWS Outposts to access the wide range of features and development tools offered by the hyperscaler as well as seamless integration with workloads in AWS Regions.
There have been mixed 5G developments in the region. While the 5G race is heating up in the Philippines, Thailand, and Singapore, the launch is still unclear for Indonesia and Malaysia.
5G subscribers are expected to grow from 0.2 million in 2020 to 127 million and account for 17% of the total mobile subscribers in 2025.
July 2020 – Philippine PLDT/Smart 5G Goes Live: The incumbent launched its 5G services in key business districts in Metro Manila about one year after its rival, Globe. While PLDT may have lost some very early opportunity, the launch is timely in the Philippines considering the ecosystem and market readiness. The launch will also increase the competition and hence drive the adoption of 5G in the country. PLDT is also leveraging its strength in the enterprise segment to stay ahead of competitors. It has integrated the technology in its enterprise portfolio and is collaborating with various industry players to co-develop 5G use cases, such as partnerships with TV5 to modernize news operations and with Ateneo de Manila University on 5G smart campus. Continue reading “5G Updates in ASEAN – Q3 2020: Mixed Developments, but Still a Solid Growth Forecast”→
• Converge ICT is rapidly expanding its business and upgrading its infrastructure.
• While it is breaking PLDT and Globe’s dominance in the mass market, Converge ICT is still several steps behind in the enterprise segment.
The Philippines Managed Services Market
Like other emerging ASEAN countries, the Philippines managed ICT service market has been growing rapidly in the last few years driven by digital transformation initiatives by enterprises across different industries. The adoption of newer technologies such as cloud and SDN/NFV is increasing and has recently been accelerated by new demands such as remote working during the COVID-19 crisis. While the market is largely dominated by the two big carriers: PLDT and Globe; there are several other players such as Converge ICT, Radius Telecoms, Eastern Communications, and NOW Corporation with a small piece of the market share pie respectively. Continue reading “Can Converge ICT Break PLDT and Globe’s Duopoly in the Philippines?”→
• Google Cloud could position G-Suite and its retail solution to help ASEAN SMBs during the pandemic.
• Google should include key local players in its partner ecosystem to extend its market reach in the region.
Google Cloud made several announcements at the recent Google Cloud Next 2020 OnAir and shared its expansion plan of partner ecosystem and professional service capabilities. The first part of this report: Google Cloud Next 2020 – ASEAN Impact – Part 1: Driving Multi-cloud Adoption in the Region analyzes Google Cloud’s proposition in multi-cloud in ASEAN. This post discusses the opportunity in SMBs and recommendations for Google Cloud and end-users in the region.
Impact of COVID-19 on ASEAN SMB
Domestically, SMB represents a large amount of market opportunity driven by over 90% of total establishments in a country. The buying behavior is different than large enterprises and MNC. The low ICT adoption and lack of internal ICT capabilities translate to higher opportunities for managed service providers. However, market growth is expected to be slower post COVID-19 as many SMBs are significantly impacted by the pandemic. SMBs, especially the small and micro enterprises, have had to squeeze their budgets across all functions including ICT to sustain their business during and post lockdown. Digital transformation is becoming less important, and the main priorities have shifted to adapting to new customers’ buying bmehavior such as e-commerce and cashless payment (e.g., mobile wallet). The economy and low power purchasing in ASEAN are also pushing them to be even more cost-sensitive with ICT purchasing. All discretionary spending is expected to be put on hold. Continue reading “Google Cloud Next 2020 – ASEAN Impact – Part 2: Powering SMBs in the Post COVID-19 Era”→
• TM ONE is a step ahead of competitors with the launch of ONE PASS to address COVID-19-specific business challenges.
• While the adoption is low, the outlook is expected to be positive. Digital health screening and visitor management solutions are expected to be a common service for enterprises post COVID-19.
As lockdown (a.k.a. Movement Control Order in Malaysia) eases off, businesses start to reopen and operate as before, but with stricter guidelines such as social distancing, regular sterilization, temperature screening, and personal data collection. This is expected to be the new normal post COVID-19 at least until the end of the year. It has defined a new set of business requirements, particularly in customer engagement and data collection, mainly for B2C enterprises that deal directly with end-users. Continue reading “TM ONE Leverages Its ICT Capabilities to Convert Post-Pandemic Challenges into Business Opportunities”→
• Legacy ICT services make it more challenging for ASEAN enterprises to adapt to the changing business needs due to COVID-19.
• COVID-19 is driving digital transformation for most ASEAN enterprises and will open up a wider opportunity for carriers and service providers.
The impact of COVID-19 on ICT and vertical industries are widely covered onGlobalData COVID-19 Dashboard. With lockdowns (or shutdowns, state-of-emergency, or similar terms used per country) in nearly the whole world, the impacts on ICT spending are somewhat consistent globally. However, the impact in the Southeast Asia region (aka ASEAN) is different. Most enterprises are in a very early stage of their digital transformation journey. While newer services such as cloud, SD-WAN, and UCaaS have become the norm in other countries, a large majority of enterprises in this region still rely on the traditional ICT such as captive data center and traditional network services. The lack of agility and flexibility in these legacy services makes it more challenging for enterprises to adapt to changes due to COVID-19 such as remote workplace and digital customer channels. As a result, enterprises are shifting their current ICT priorities to focus on cloud migration, network re-dimensioning, UC deployment and/or expansion and digital services roll-out. Continue reading “COVID-19: The Impact on ASEAN Enterprise ICT”→
• Joining the collaboration enables Telstra to accelerate its edge computing strategy and expand the service globally.
• Telstra could consider partnering with the hyperscalers to provide wider cloud options for edge computing applications and offer differentiated services.
Edge computing is picking up its momentum globally with various announcements by telcos and cloud providers in recent months. Google announced Anthos for Telecom, Global Mobile Edge Cloud (GMEC), and a partnership with AT&T last week. AWS launched Wavelength (AWS compute and storage within Verizon’s 5G network) in December 2019 and announced partnerships with Verizon and Vodafone in the same month.
On February 27th, nine European and Asia-Pacific telcos (China Unicom, Deutsche Telekom, EE, KDDI, Orange, Singtel, SK Telecom, Telefonica, and TIM) announced collaboration to co-develop an interoperable edge computing platform with the support of the GSMA through its Operator Platform Project. A week after the announcement, Telstra signed an MoU to join China Unicom, KT, and Telefonica in the initiative. The initial phase of the collaboration focuses on the development of edge computing capabilities and platform interoperability across different networks and geographies. The next stage will include the development of mobility use cases across borders and federation capabilities.