2023-07-25-德勤-2023电信行业展望_16页_1mb

2023 Telecom Industry Outlook Summary

Contents

• The bundle battle: Add more value for cost-conscious consumers
• Fixed wireless access surges, but will it endure?
• What enterprises want from 5G edge
• Joint ventures accelerate deployment of fiber networks
• Increase the focus on sustainability

Key Strategic Issues for CSPs

1. Consumer Bundling

   • FWA and fiber convergence bundles offer growth potential but face revenue dilution risks.
   • Cost constraints drive consumer demand; CSPs must balance pricing with service quality.
   • MVNOs and video streaming partnerships are emerging revenue levers.

2. Fixed Wireless Access (FWA)

   • FWA growth slowed in Q4 2022; concerns over performance, bandwidth scalability, and mid-band spectrum scarcity persist.
   • Upgrades to mmWave technology could sustain FWA in competitive markets.

3. Edge Computing

   • Enterprises prioritize edge for low latency, cost reduction, and real-time data processing.
   • Ecosystem partnerships (CSPs, hyperscalers, integrators) are critical for deployment success.

4. Sustainability and Fiber Deployment

   • Fiber networks are critical for advanced connectivity but expensive to deploy; joint ventures with investors accelerate rollout.
   • Green initiatives include reducing emissions and e-waste through renewable energy and circular economy practices.

5. Market Uncertainties

   • Macroeconomic factors (inflation, rising interest rates) impact investment and consumer spending.
   • ESG regulations drive stricter environmental reporting and carbon reduction goals.

Strategic Actions for CSPs

• Bundling: Offer multi-service packages strategically to enhance customer retention and reduce acquisition costs.
• FWA: Invest in mmWave technology and improve upload/download speeds to remain competitive.
• Edge Computing: Partner with hyperscalers to avoid siloed ecosystems and leverage existing expertise.
• Fiber Rollouts: Co-fund fiber expansions with private investors to meet underserved communities and government incentives.
• Sustainability: Set science-based targets; invest in clean energy and energy-efficient network infrastructure.

Signposts for 2023

• FWA and bundle subs are expected to stabilize/grow moderately.
• Edge computing will expand, but CSPs must decide how deep to involve themselves in “solution stacks.”
• Regulatory scrutiny on ESG and climate emissions will intensify.

About the Outlook

The 2023 Deloitte Telecom Industry Outlook emphasizes the need for innovation, collaboration, and sustainability in a rapidly evolving market. It highlights the balance between economic viability and social/environmental responsibility.