Based in Sydney, Australia, Malcolm Rogers is an Analyst with GlobalData. He is responsible for delivering research and consulting projects leveraging research and analysis from across the Global Data technology group. Malcolm offers impactful market data and insight to enterprise buyers, service providers and the vendor community across Asia-Pacific. Current areas of focus include telecommunications networks and services, mobile markets, and enterprise ICT services. He specializes in the analysis of the communications and technology markets across the countries in Asia-Pacific. Malcolm is also in charge of modeling and forecasting demand and service revenue for fixed, mobile and pay-TV services on a quarterly basis, and regularly publishes research and analysis on key country, regional and global trends on telecommunications networks and digital services. He also contributes to custom and consulting projects in Asia Pacific.
• Capgemini’s recent acquisition of Empired caps off a spending spree on Australian applications and data specialists that suggest a shift in focus to grow its business in Asia Pacific
• Capgemini’s broad capabilities paired with Empired, a Microsoft specialist strong in Western Australia with many clients in minerals, energy, and government, offers unique opportunities for growth in areas like industrial IoT
Capgemini Sets its Sights on Australia
French systems integrator, consultancy, and IT services provider Capgemini announced plans to purchase Empired, an Australian cloud and digital services provider based out of Perth. The acquisition brings over 1,000 professionals to Capgemini and augments the IT services provider’s footprint in Australia and New Zealand. The deal is expected to close at the end of 2021 for $233 million. Empired has offices in Sydney, Melbourne, Perth, Brisbane, and Adelaide within Australia. It also has significant operations in New Zealand and a sales office in the US.
China and South Korea are leading the world in adoption for 5G services on the back of heavy CapEx investment to deliver rapid coverage and next-generation speeds early on from launch.
Adoption is also being driven by the development of value-added services and use cases for 5G technology in both consumer and enterprise segments.
China and South Korea: Leaders in 5G
5G is now here. Around the world, operators are in the midst of their network buildouts and device vendors are pushing 5G-capable handsets, tablets, and wearables to the market. However, two countries stand out in the speed at which consumers and enterprise have adopted 5G services. According to GlobalData’s mobile broadband forecasts, by the end of 2020, China and South Korea outpaced the world in 5G adoption with 26% and 24% 5G subscription penetration of the population, respectively, compared to the global penetration of 5% at the end of the same period (for more, please see: “Global Mobile Broadband Forecast,” June 25, 2021). This rapid adoption of 5G is beginning to help operators in these markets grow revenue from mobile services, with overall 2021 mobile service ARPU in China and South Korea expected to rise. Continue reading “What Is Driving the Unique 5G Success in China and South Korea?”→
AT&T’s announcement of Project AirGig in 2016 was a compelling and novel way to think about providing high-speed broadband services.
Following a press conference and tease of a 2021 release in 2018, AT&T has gone silent on the project, prompting questions about its future.
During the mid-2000’s, broadband over power line (BPL) technology (using power lines to simultaneously transmit data signals) was an exciting topic in the telecommunications industry. The hope was the technology could deliver speeds equivalent or greater than ADSL and provide a cheap and effective means of connecting rural communities and improving broadband infrastructure in brownfield areas without the need to lay new fiber. The IEEE developed standards, and various governments, carriers, and even utilities launched trials and services. While the technology caught on for some utilities as a means to monitor the health of their own grids, most if not all commercial attempts to develop a consumer access product failed. Failures were blamed on a few factors, including radio interference easily impacting unshielded power lines, complications managing right-of-way access with utilities, and slower than predicted data rates. Today, BPL for consumer access is all but dead; however, at the end of 2016, AT&T announced a new project, ‘AirGig,’ with a lot of similarities. Continue reading “Whatever Happened to AT&T’s AirGig?”→
• Singtel has announced a new strategy alongside its financial results, which includes a renewed focus on digital business and the expansion of its NCS unit internationally.
• While Singtel has identified the right trends to click into for NCS, the Australian and Chinese markets will be challenge and there could be other opportunities with its subsidiaries in ASEAN.
Singtel announced its financial results for the fiscal year 2021 ended March 31, 2021 on May 28, 2021. Singtel reported a difficult year across the group, in part due to the effects of the ongoing COVID-19 pandemic as well as structural changes with the NBN in Australia and more generally across the telco sector. However the company did share some bright spots, for example the performance of its NCS business. Further, as part of the associated analyst and investor presentation Singtel presented a new strategy going forward with the hopes of capitalizing on key growth trends in digital and ICT markets in Asia-Pacific region. These include “B2B digital services growth,” “digital ASEAN opportunity,” and “rapid digitalisation fuelling infrastructure demand.
Rakuten Mobile is taking the cloud-native, open RAN-based mobile network it built in Japan and commercializing it as an open, end-to-end solution for other operators.
While Rakuten’s mobile network solution is competing with similar recently launched products from leading technology companies like Microsoft and VMware, they all might have trouble convincing their target operator customers.
Rakuten Mobile, Japan’s fourth mobile operator, made headlines in the mobile industry in 2020 for launching its 4G mobile services using a cloud-native, fully virtualized mobile network, one that works on the principles of open RAN. (Open RAN is a set of specifications for open and interoperable radio access networks allowing for disaggregation of portions of the radio access network, namely the radio unit [RU] as well as the distributed baseband and core baseband units, and for those subsections to be supplied by different vendors). However, the company has taken lessons learned from the buildout of its own 4G and 5G cloud-native network and is now trying to productize this into a solution called Rakuten Communications Platform (RCP). In addition to providing a solution for mobile operators, Rakuten is reportedly developing enterprise use cases for 5G edge computing for industry and IoT that can be also supported by the platform. Continue reading “Rakuten Has Ambitious Plans to Become a Mobile Cloud Network Provider”→
• The mobile industry is increasingly developing 5G use cases to support critical operations in heavy industries like construction, oil and gas, and manufacturing.
• Despite advances in 5G solutions, many industrial customers still prefer to use legacy systems for critical workloads like voice and location, citing simplicity and reliability and concerns around security of IP networks.
The mobile industry continues to promote 5G as the wireless generation built for the enterprise. As 5G rollouts progress across the globe, operator initiatives continue to focus on ways the technology can be applied to enterprise use cases. One common area operators are trying to develop is the use of 5G in heavy industry like construction, mining, manufacturing, and oil and gas. These industries often require workers to be in dangerous environments and require constant communication between workers and equipment, including traffic that spans voice, location data, machine telemetry, and environmental sensors. Operators like Orange, Singtel, SK Telecom, Telstra, AT&T, and China Mobile are at various stages of working with enterprises in verticals like healthcare, energy, mining, construction, manufacturing and government to develop ways to deploy 5G networks into their critical operations. The low latency and high bandwidth nature of the technology allows for real-time collection and processing of large amounts of data that can be used to enable remote operations, automation, enhanced security and a myriad other use cases.
• The Bridge Alliance’s Federated Edge Hub has the potential to drive adoption of 5G MEC solutions in the enterprise segment.
• However there are challenges related scale, skills, and solution sets that could be addressed through industry partnerships.
Breakthrough for MEC Interoperability
On March 16, the Bridge Alliance, an industry group of 33 operators, largely based in Asia Pacific, announced that two of its members, South Korea’s SK Telecom (SKT) and Singapore’s Singtel, trialed a proof of concept for multi-access edge compute (MEC) interconnectivity. The trial saw SKT and Singtel simultaneously stream the mobile game “World of Warships” running on a virtual game server deployed by gaming infrastructure company Gamye, into the MEC environments of the telcos and connected to smartphones using a standalone 5G network. The interconnection service, which Bridge Alliance has named the Federated Edge Hub, plans to add two more operators to the platform sometime in th near future, namely Australia’s Optus and Thailand’s AIS. While the proof of concept demonstrates a use case of 5G and MEC for consumer services, the real potential of the Federated Edge Hub lies in developing solutions for the enterprise.
While the Philippines is a rapidly growing cloud market, hyperscalers have not yet announced any plans for a Philippines region.
However, digital transformation, increased cloud usage, edge computing, and growing international connectivity offer opportunity for Philippine vendors to work with hyperscale providers.
GlobalData expects the Philippines to be a strong market for growth in cloud-based services that serve the enterprise (including IaaS, PaaS, and SaaS) as well as the consumer segment (e.g., streaming video, social media, and e-commerce). Based on our “GlobalData Market Opportunity Forecasts to 2024: ICT in Philippines” (August 28, 2020), enterprise spending on cloud services will grow from USD 1.8 billion in 2020 to USD 2.6 billion in 2024. Furthermore, cloud-based service usage is booming in the consumer segment as well, with social media and content streaming growing rapidly. Based on our “Philippines Mobile Broadband Forecast” (December 24, 2020), streaming mobile video users will grow from 53 million in 2020 to 80 million in 2024, while mobile social media users will grow from 75 million to 80 million over the same period. Continue reading “Philippines on the Cusp of Cloud Revolution”→
• SKT’s partnership to build out 5G-IoT test beds for Smart Ports in Busan will help the company develop repeatable vertical solutions in a critical industry.
• The move highlights SKT’s leadership in 5G and points to lessons learned around strong investment in network and an intensive focus on developing vertical specific use cases.
On October 14th, 2020, SK Telecom announced a partnership with the Ministry of Oceans and Fisheries and the Busan Port Terminal Corporation that will see the partners develop a 5G test-bed in Busan for the development, testing, and eventual deployment of Smart Port services. The aim of the project is not only to develop services for the port in Busan, but to develop an industry solution set that can be readily applied to ports across South Korea. SK Telecom has already outlined IoT asset tracking and close circuit video analysis as initial use cases that will be deployed. This is another announcement for SKT around working with industry to develop novel 5G solutions. For example earlier this year SKT partnered with Korea Hydro & Nuclear Power to create a “Smart Plant” solution. Continue reading “SK Telecom’s 5G Smart Port Highlights Blueprint for How to Build Out Enterprise 5G”→
Vodafone NZ localizing its global IoT platform for New Zealand will help win domestic customers.
Overall, carriers need to move the IoT conversation away from connectivity to applications and outcomes to move up the value chain.
Earlier this week, Vodafone New Zealand announced it would be bringing new IoT capabilities to businesses in New Zealand. Specifically, the company has launched a local version of its IoT Global Data Service Platform (GDSP) called ‘Connect’ that will be delivered via Vodafone NZ’s XONE innovation labs. Vodafone NZ had previously offered only the global version of the IoT management platform, but updates to policy, software, and other support features could be hampered by latency issues. The move is important for Vodafone NZ’s ambition in the Kiwi IoT market. Rival carrier Spark has made recent investments into developing IoT solutions for New Zealand businesses that go beyond SIM management platforms. Spark now has productized solutions for asset tracking and management as well as a parking solution for both SME and enterprises. In a sign that it is gaining lost ground, Spark saw IoT connections grow 60% year over year to end June 2020. Vodafone NZ, however, is still the market leader in terms of connections and has the international advantage through its affiliate companies’ global networks. Localizing this solution will now help grow domestic-only customers with broader offers. Continue reading “IoT in New Zealand: About Outcomes, Not Networks”→