Trends in Telecom
Samer Halawi
Thuraya Telecommunications Co.
Abu Dhabi Telecoms CEO Summit, May 14th, 2012
Contents
1. Trends and drivers
2. Terrestrial or satellite
3. Thuraya, a new company with a long legacy
4. Innovation
5. Way forward
1
Trends and drivers
Mobility and broadband are key
Demand trends
Drivers across many vertical and horizontal markets
Enterprise
Mobility
• Maritime – World fleets growing at 10% p.a.
Broadband
• Energy – Exploration increasing, more reliance on connectivity for remote
monitoring
Managed
Services
Virtualization
Cloud
Computing
Convergence
Tablets
Page 3
• Media – More SNG and live coverage. New smaller broadcasters, cost cutting
• Mining – Over 150 major mining projects in Africa and Asia. Connectivity
and welfare requirements rising
• Defense: ‘Smart’ deployments, COTM, UAVs
• Aid & Relief: Tsunamis, earthquakes, man-made disasters
2
Terrestrial or Satellite
Each has a role, each has limitations
More than 785
terrestrial
mobile
operators
worldwide
Page 4
2
Terrestrial or Satellite
Thuraya is a special MSS operator
Ascom
Page 5
Hughes
7100
Hughes SG 2510 XT Dual Thuraya GSM
7101
2
Terrestrial or Satellite
New opportunities for cooperation
• Converged technologies (satellite + terrestrial) – e.g. M2M
• ATC
• Increasing relevance for MSS in GCC and across our footprint (due to Arab spring, turmoil,
increasing trade, tourism, etc.)
• Cross marketing (or cross resale) opportunities for GCC operators
• Increased benefits for end-users
Page 6
3
Thuraya – A new company with a long legacy
Transformation to accompany trends
From
 To
• Regional
 International
• Horizontal
 Vertical
• Products
 Managed solutions
• Voice
 IP
• Fat org.
 Lean
• Specialized
 Mainstream
Page 7
4
Innovation
The key to compete in a changing environment
• Innovative products
• Innovative business models
• Innovative management
• Innovative financing
Page 8
5
Way forward
5 critical considerations
1.
Don’t make ego-driven decisions
2.
Avoid the ‘build it and they will come’ strategy
3.
Listen to the market
4.
Observe usage trends
5.
Innovate
Page 9
THANK YOU