Telecoms Seminar Jawad Abbassi

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<ul><li><p>Arab Telecom Markets: Present </p><p>&amp; Potential</p><p>Jawad Abbassi</p><p>Founder, General Manager</p><p>Enterprise Ireland Seminar</p><p>Dublin, Ireland</p><p>April 16 2013</p></li><li><p> Telecom markets overview</p><p> Smartphones and smartphone applications </p><p> E-commerce</p><p> Entertainment (TV, Social Media and Games)</p><p>Outline</p></li><li><p>Arab cellular lines reached 373.9 million by H1 2012</p><p>*Estimated</p><p>Source: Arab Advisors Group</p><p>99.1%</p><p>144.9%</p><p>115.7%</p><p>78.0%</p><p>132.5%</p><p>139.0%</p><p>81.9%</p><p>174.6%</p><p>100.9%</p><p>115.4%</p><p>184.5%</p><p>77.9%</p><p>173.8%</p><p>194.2%</p><p>76.7%</p><p>59.7%</p><p>118.5%</p><p>217.0%</p><p>53.2%</p><p>0%50%100%150%200%250%</p><p>Algeria*</p><p>Bahrain*</p><p>Egypt*</p><p>Iraq*</p><p>Jordan</p><p>Kuwait</p><p>Lebanon*</p><p>Libya*</p><p>Mauritania*</p><p>Morocco</p><p>Oman </p><p>Palestine*</p><p>Qatar</p><p>Saudi Arabia</p><p>Sudan</p><p>Syria</p><p>Tunisia</p><p>UAE</p><p>Yemen*</p><p>Cellular penetration %</p><p>37,148</p><p>1,915</p><p>95,174</p><p>26,345</p><p>8,368</p><p>5,221</p><p>3,677</p><p>11,325</p><p>3,622</p><p>37,422</p><p>5,118</p><p>3,295</p><p>2,994</p><p>54,500</p><p>26,486</p><p>12,910</p><p>12,729</p><p>12,745</p><p>12,873</p><p>0 20,000 40,000 60,000 80,000 100,000</p><p>Algeria*</p><p>Bahrain*</p><p>Egypt*</p><p>Iraq*</p><p>Jordan</p><p>Kuwait</p><p>Lebanon*</p><p>Libya*</p><p>Mauritania*</p><p>Morocco</p><p>Oman </p><p>Palestine*</p><p>Qatar</p><p>Saudi Arabia</p><p>Sudan</p><p>Syria</p><p>Tunisia</p><p>UAE</p><p>Yemen*</p><p>Cellular lines (000s)</p></li><li><p>30.2%</p><p>46.0%</p><p>18.7%</p><p>22.0%</p><p>62.9%</p><p>32.3%</p><p>2.3%</p><p>19.8%</p><p>31.6%</p><p>17.5%</p><p>33.3%</p><p>50.7%</p><p>23.6%</p><p>26.5%</p><p>56.6%</p><p>14.7%</p><p>0%20%40%60%80%</p><p>Algeria</p><p>Bahrain</p><p>Egypt</p><p>Jordan</p><p>Kuwait</p><p>Lebanon</p><p>Mauritania</p><p>Morocco</p><p>Oman </p><p>Palestine</p><p>Qatar</p><p>Saudi Arabia</p><p>Syria</p><p>Tunisia</p><p>UAE</p><p>Yemen</p><p>11,306</p><p>608</p><p>15,367</p><p>1,796</p><p>2,364</p><p>1,454</p><p>79</p><p>6,434</p><p>876</p><p>741</p><p>573</p><p>14,218</p><p>5,102</p><p>2,846</p><p>3,324</p><p>3,566</p><p>0 5,000 10,000 15,000 20,000</p><p>Algeria</p><p>Bahrain</p><p>Egypt</p><p>Jordan</p><p>Kuwait</p><p>Lebanon</p><p>Mauritania</p><p>Morocco</p><p>Oman </p><p>Palestine</p><p>Qatar</p><p>Saudi </p><p>Arabia</p><p>Syria</p><p>Tunisia</p><p>UAE</p><p>Yemen</p><p>Arab Internet users by June 2012</p><p>Internet users (000s)</p><p>Note: The Arab Advisors Group estimates Internet users based on an Account Usage Multiplier multiplied by the Internet accounts</p><p>Source: Arab Advisors Group</p><p>Internet users penetration % </p></li><li><p>The Arab fixed broadband market continued its growth during the third quarter of 2012</p><p>*Estimated</p><p>Source: Arab Advisors Group</p><p>5.34%</p><p>12.60%</p><p>2.5%</p><p>4.8%</p><p>11.39%</p><p>8.85%</p><p>2.0%</p><p>3.83%</p><p>4.1%</p><p>9.50%</p><p>7.97%</p><p>1.0%</p><p>0.0%</p><p>16.26%</p><p>0.61%</p><p>0%5%10%15%20%</p><p>1</p><p>2</p><p>3</p><p>4</p><p>5</p><p>6</p><p>7</p><p>8</p><p>9</p><p>10</p><p>11</p><p>12</p><p>13</p><p>14</p><p>15</p><p>Fixed broadband penetration %</p><p>2,014 </p><p>169 </p><p>2,085</p><p>305</p><p>428 </p><p>399</p><p>649</p><p>107</p><p>173</p><p>175</p><p>2,250</p><p>215</p><p>516</p><p>968.9625</p><p>148 </p><p>- 500 1,000 1,500 2,000 2,500 </p><p>Algeria*</p><p>Bahrain*</p><p>Egypt*</p><p>Jordan</p><p>Kuwait*</p><p>Lebanon*</p><p>Morocco</p><p>Oman* </p><p>Palestine*</p><p>Qatar</p><p>Saudi Arabia*</p><p>Syria*</p><p>Tunisia*</p><p>UAE*</p><p>Yemen*</p><p>Fixed broadband accounts (000s)</p><p>Accounts as % of population</p></li><li><p>15 Countries in the Arab world commercially launched FTTH services by mid-November </p><p>2012</p><p>Source: Arab Advisors Group</p><p>Commercially </p><p>launched79%</p><p>Not Available/</p><p>Planned21%</p><p>Iraq</p><p>Jordan</p><p>Libya</p><p>Algeria</p><p>Bahrain</p><p>Egypt</p><p>Kuwait</p><p>Mauritania</p><p>Oman</p><p>Palestine</p><p>Qatar</p><p>Saudi Arabia</p><p>TunisiaUAE</p><p>Yemen</p><p>Lebanon</p><p>Morocco</p><p>Sudan</p><p>Syria</p></li><li><p>Five countries have not yet commercially launched WiMAX services (November 2012)</p><p>Source: Arab Advisors Group</p><p>3</p><p>2</p><p>0</p><p>3</p><p>5</p><p>1 1 1 1 1 1</p><p>0 0</p><p>3</p><p>2</p><p>0</p><p>2</p><p>1</p><p>00</p><p>1</p><p>2</p><p>3</p><p>4</p><p>5</p><p>6</p><p>Algeria </p><p>Bahrain </p><p>Egypt </p><p>Iraq</p><p>Jordan </p><p>Kuwait </p><p>Lebanon </p><p>Libya </p><p>Mauritania </p><p>Morocco</p><p>Oman </p><p>Palestine </p><p>Qatar </p><p>Saudi Arabia </p><p>Sudan</p><p>Syria</p><p>Tunisia </p><p>UAE </p><p>Yemen</p></li><li><p>4 Countries in the Arab world commercially launched LTE services by October 2012</p><p>Source: Arab Advisors Group</p><p>Commercially </p><p>launched21%</p><p>Not </p><p>Commercially launched yet</p><p>79%</p><p>Iraq</p><p>Jordan</p><p>Libya</p><p>Algeria</p><p>Bahrain</p><p>Egypt</p><p>Kuwait</p><p>Mauritania</p><p>Oman</p><p>Palestine</p><p>Qatar</p><p>Saudi Arabia</p><p>Tunisia</p><p>UAE</p><p>Yemen</p><p>Lebanon</p><p>Morocco</p><p>SudanSyria</p></li><li><p>39 operators offered 3G/3.5G services in the Arab World by mid-November 2012</p><p>Source: Arab Advisors Group</p><p>39</p><p>14</p><p>Number of operators offering 3G/3.5G</p><p>Number of operators that do not offer 3G/3.5G</p><p>37 16</p><p>Number of operators offering 3G/3.5G</p><p>Number of operators that do not offer 3G/3.5G</p><p>Mid November 2012 November 2011</p></li><li><p>Of the countries that have LTE/3G/3.5G services, 11 had mobile TV services by </p><p>September 2012</p><p>Source: Arab Advisors Group</p><p>3</p><p>2 2 2 2 2</p><p>1 1 1 1 1</p><p>0</p><p>1</p><p>2</p><p>3</p><p>Saudi </p><p>Arabia</p><p>Bahrain</p><p>Egypt</p><p>Kuwait</p><p>Oman</p><p>UAE</p><p>Jordan</p><p>Libya</p><p>Morocco</p><p>Qatar</p><p>Tunisia</p><p>Number of operators offering Mobile TV services</p></li><li><p>The Future is here! At least for mobile operators!</p><p>Internet penetration has increased multifold &amp; Internet access through Mobile devices is likely to take </p><p>precedence.</p><p>Operators pain: Bandwidth hungry devices are stressing networks.</p><p>Data revenues not growing at the same pace of costs.</p><p>Commoditized data access.</p><p>11</p></li><li><p>Smartphones boom in the Arab World: % of total handsets.</p><p>Note: Percentages are calculated from the total handsets </p><p>Source: Arab Advisors Groups Saudi Smartphone Survey 2011, Kuwait Smartphone Survey 2012, UAE Smartphone Survey 2011, Jordan Smartphone Survey 2011, Lebanon Smartphone Survey 2012, Egypt Smartphone Survey 2012</p><p>54.6%51.3%</p><p>43.7%41.6%</p><p>37.1%</p><p>8.4%</p><p>0%</p><p>10%</p><p>20%</p><p>30%</p><p>40%</p><p>50%</p><p>60%</p><p>Saudi Arabia Kuwait UAE Jordan Lebanon Egypt</p></li><li><p>Smartphone applications annual revenues in Saudi Arabia reached an estimated US$ 45.4 </p><p>million in 2012 </p><p>Source: Arab Advisors Group</p><p>45,354</p><p>10,107 </p><p>6,633</p><p>2,942 2,093</p><p>0</p><p>5,000</p><p>10,000</p><p>15,000</p><p>20,000</p><p>25,000</p><p>30,000</p><p>35,000</p><p>40,000</p><p>45,000</p><p>50,000</p><p>Saudi Arabia UAE Egypt Kuwait Jordan</p></li><li><p>On Smartphones: Social networking is most popular download in UAE, Kuwait, Lebanon &amp; Jordan. Games are most popular in Saudi Arabia</p><p>Note: Percentages are calculated from the respondents who download applications to their smartphones</p><p>Source: Arab Advisors Groups Saudi Smartphone Survey 2011, Jordan Smartphone Survey 2011, Kuwait Smartphone Survey 2012, UAE Smartphone Survey 2011, Lebanon Smartphone Survey 2012</p><p>45%</p><p>70%</p><p>62%</p><p>32%</p><p>67%60%</p><p>43%</p><p>60%</p><p>82%</p><p>61%</p><p>36%</p><p>19%</p><p>96%</p><p>55%</p><p>43%</p><p>33%</p><p>81%</p><p>57%</p><p>34%</p><p>45%</p><p>0%</p><p>20%</p><p>40%</p><p>60%</p><p>80%</p><p>100%</p><p>120%</p><p>Social networking Games Music and audio Business</p><p>Saudi Arabia UAE Kuwait Lebanon Jordan</p></li><li><p>91.4%</p><p>8.2%</p><p>0.5%</p><p>50.0%46.7%</p><p>3.3%</p><p>90.0%</p><p>8.2%</p><p>1.8%</p><p>0%</p><p>10%</p><p>20%</p><p>30%</p><p>40%</p><p>50%</p><p>60%</p><p>70%</p><p>80%</p><p>90%</p><p>100%</p><p>English Arabic French</p><p>Jordan KSA UAE</p><p>Smartphone Application users in KSA have a higher preference for Arabic language than in </p><p>UAE and Jordan </p><p>Note: Percentages are calculated from the total respondents who use applications on their smartphones</p><p>Source: Arab Advisors Groups Jordan Smartphone Survey 2011, UAE Smartphone Survey 2011, </p><p>Saudi Smartphone Survey 2011</p><p>15</p></li><li><p>Saudi Arabias annual e-commerce expenditure reached US$ 6.9 billion 2010</p><p>Source: Arab Advisors Groups Saudi Internet users and e-commerce survey 2011, Egypt Internet users and Jordan Internet users and e-commerce survey 2012 </p><p>6,858</p><p>1,897</p><p>370</p><p>0</p><p>1,000</p><p>2,000</p><p>3,000</p><p>4,000</p><p>5,000</p><p>6,000</p><p>7,000</p><p>8,000</p><p>Saudi Egypt Jordan</p><p>e-commerce expenditure (US$ million)</p></li><li><p>60% of adult Internet users in Saudi Arabia use e-commerce</p><p>Note: Percentages are calculated from total sample size</p><p>Source: Arab Advisors Groups Saudi Arabia Internet users and e-commerce survey 2011, Egypt Internet users and e-commerce survey 2012, Jordan Internet users and e-commerce survey 2012</p><p>60.0%</p><p>22.4%24.4%</p><p>0%</p><p>10%</p><p>20%</p><p>30%</p><p>40%</p><p>50%</p><p>60%</p><p>70%</p><p>Saudi Arabia Egypt Jordan</p></li><li><p>Annual e-commerce expenditure per e-commerce user in Saudi Arabia, Jordan and </p><p>Egypt</p><p>Source: Arab Advisors Group</p><p>1,433</p><p>719679</p><p>0</p><p>200</p><p>400</p><p>600</p><p>800</p><p>1,000</p><p>1,200</p><p>1,400</p><p>1,600</p><p>Saudi Jordan Egypt </p><p>Annual e-commerce expenditure per e-commerce user (US$)</p></li><li><p>Saudi e-commerce users: Half use it to pay bills online. A third to buy services.</p><p>Note: Percentages are calculated from the total sample size</p><p>Source: Arab Advisors Groups Saudi Arabia Internet users and e-commerce survey 2011, Egypt Internet users and e-commerce survey 2012, Jordan Internet users and e-commerce survey 2012</p><p>24.0%</p><p>50.1%</p><p>31.0%</p><p>14.8%</p><p>11.4%9.7%</p><p>16.8%</p><p>8.8%</p><p>12.6%</p><p>0%</p><p>20%</p><p>40%</p><p>60%</p><p>Buy products online Pay bills online Pay for services online</p><p>Saudi Arabia Egypt Jordan</p></li><li><p>E-commerce expenditure is growing strongly in Jordan</p><p>Source: Arab Advisors Groups Jordan Internet users and e-commerce survey 2008, Jordan Internet users and e-commerce survey 2010, Jordan Internet users and e-commerce survey 2012 </p><p>181192</p><p>370</p><p>0</p><p>50</p><p>100</p><p>150</p><p>200</p><p>250</p><p>300</p><p>350</p><p>400</p><p>2008 2010 2011</p><p>E-commerce expenditure in Jordan (US$ million)</p></li><li><p>Supply creates demand?% of banks offering remote banking services in Saudi Arabia &amp; Qatar</p><p>Source: Arab Advisors Groups Remote Banking Services in Saudi Arabia, Remote Banking Services in the State of Qatar</p><p>83%</p><p>28%</p><p>82%</p><p>35%</p><p>0%</p><p>20%</p><p>40%</p><p>60%</p><p>80%</p><p>100%</p><p>Internet banking Mobile banking</p><p>Saudi Arabia Qatar</p></li><li><p>Free-To-Air (FTA) satellite TV channelsgrowth</p><p>Note: The satellite systems included in the analysis are Arabsat, Nilesat and Noorsat</p><p>Source: Arab Advisors Groups Satellite TV in the Arab World 2012</p><p>100</p><p>155</p><p>200 205</p><p>263</p><p>290</p><p>370</p><p>474487</p><p>538</p><p>642</p><p>0</p><p>100</p><p>200</p><p>300</p><p>400</p><p>500</p><p>600</p><p>700</p><p>Jan 2004</p><p>Jul 2005</p><p>Nov 2005</p><p>April 2006</p><p>Oct 2006</p><p>Jan 2007</p><p>Aug 2007</p><p>Mar 2009</p><p>Apr 2010</p><p>Apr 2011</p><p>Mar 2012</p><p>104 channels added </p></li><li><p>Fully launched FTA satellite TV channelsgrew by 13% in 11 months</p><p>Note: The satellite systems included in the analysis are Arabsat, Nilesat and Noorsat</p><p>Source: Arab Advisors Groups Satellite TV in the Arab World 2012</p><p>244</p><p>344</p><p>428448</p><p>501</p><p>565</p><p>0</p><p>100</p><p>200</p><p>300</p><p>400</p><p>500</p><p>600</p><p>October 2006 August 2007 March 2009 April 2010 April 2011 March 2012</p><p>64 channels added </p></li><li><p>A plethora of choice for the Arab TV viewer</p><p>Note: The satellite systems included in the analysis are Arabsat, Nilesat and Noorsat</p><p>Source: Arab Advisors Groups Satellite TV in the Arab World 2012</p><p>19.8%</p><p>12.7%</p><p>9.9% 9.7% 9.6%8.7% 8.7%</p><p>5.8%4.8%</p><p>3.5%2.7% 2.3%</p><p>0.9% 0.5% 0.2% 0.2%</p><p>0.0%</p><p>5.0%</p><p>10.0%</p><p>15.0%</p><p>20.0%</p><p>25.0%General-Private </p><p>Sector</p><p>General-</p><p>Government </p><p>Sector</p><p>Specialized</p><p>News and Current </p><p>Affairs</p><p>Religious</p><p>Movies and Series</p><p>Promotional</p><p>Music</p><p>Sports</p><p>Interactive</p><p>Children and </p><p>Youth</p><p>Educational</p><p>Business/ </p><p>Financial</p><p>Documentary</p><p>General-Mixed </p><p>ownership</p><p>Health, Nutrition </p><p>and Cooking</p></li><li><p>Orbit Showtime Network (OSN) offers the widest base of Pay TV channels</p><p>Note: The satellite pay TV operators included in the analysis are OSN, Al Jazeera Sports+, Abu Dhabi Sports and Al Majd</p><p>Source: Arab Advisors Groups Satellite Pay TV operators in the Arab World 2012</p><p>OSN, 69.9%</p><p>Al Jazeera </p><p>Sports+, 11.2%</p><p>Abu Dhabi </p><p>Sports, 12.6%</p><p>Al Majd, 6.3%</p></li><li><p>Facebook dominates social media use amongst Internet users in Egypt &amp; Jordan</p><p>Note: Percentages are calculated from respondents who socialize through social networking websites</p><p>Source: Arab Advisors Groups Egypt Internet users and e-commerce survey 2012, Jordan Internet users and e-commerce survey 2012</p><p>99.9%</p><p>52.0%</p><p>7.7% 5.9% 4.6% 2.7%</p><p>99.0%</p><p>29.8%</p><p>7.7%10.1%</p><p>2.8% 4.8%</p><p>0%</p><p>20%</p><p>40%</p><p>60%</p><p>80%</p><p>100%</p><p>120%</p><p>Facebook Twitter Hi5 Netlog MySpace Other </p><p>Egypt Jordan</p></li><li><p>Facebook accounts in 17 Arab Countries increased by 50.9% between March 2011 and February 2012, to exceed 36 million</p><p>Source: Facebook Estimates, Arab Advisors Group</p><p>0</p><p>1,000,000</p><p>2,000,000</p><p>3,000,000</p><p>4,000,000</p><p>5,000,000</p><p>6,000,000</p><p>7,000,000</p><p>8,000,000</p><p>9,000,000</p><p>10,000,000</p><p>Facebook accounts by March 2011 Facebook accounts by February 2012</p></li><li><p>The Arabic Massively Multiplayer Online (MMO) games market is growing rapidly</p><p>Source: Arab Advisors Groups Online Games in the Arab World 2012</p><p>40</p><p>857</p><p>10</p><p>0</p><p>10</p><p>20</p><p>30</p><p>40</p><p>50</p><p>60</p><p>70</p><p>80</p><p>90</p><p>100</p><p>April 2010 November 2011</p><p>Browser-based MMO games Client-based MMO games</p></li><li><p>64.7% of Arabic MMO games were developed in Europe by November 2011</p><p>Note: Percentages are calculated from a total of 85 BBMMO games available in Arabic</p><p>Source: Arab Advisors Groups Online Games in the Arab World 2012</p><p>Europe </p><p>64.7%</p><p>MENA</p><p>22.4%</p><p>Asia</p><p>11.8%</p><p>America</p><p>1.2%</p></li><li><p>48.3% of the browser-based MMO games available in Arabic are based on historical or </p><p>fantasy settings</p><p>Note: Percentages are calculated from a total of 85 BBMMO games available in Arabic</p><p>Source: Arab Advisors Groups Online Games in the Arab World 2012</p><p>Historical, </p><p>27.1%</p><p>Fantasy, </p><p>21.2%</p><p>Crime/Mafia, </p><p>16.5%</p><p>Sports, 8.2%</p><p>Sci-Fi/Future, </p><p>8.2%</p><p>Modern </p><p>Warfare, 8.2%</p><p>Other, 10.6%</p></li><li><p>Key takeaways</p><p> A diverse region (Arabic, Urdu, Hindi, English) with solid well established operators</p><p> Mobile broadband boom is enabling a smartphone boom. wifi off-load is becoming a priority.</p><p> E-commerce and m-commerce are poised to grow rapidly especially in middle income and rich countries. </p></li><li><p>See you in Amman in June 2013 at10th Convergence Summit 2013 </p><p>500+ executives from all over the region</p></li><li><p>Arab Advisors Group</p><p>Arab Advisors Group provides reliable research, analysis and</p><p>forecasts of Arab communications, media, technology and</p><p>financial markets. www.arabadvisors.com</p><p>For a copy of the presentation, email arabadvisors@arabadvisors.com</p><p>@ArabAdvisors</p><p>www.facebook.com/Arab.Advisors.Group</p><p>www.youtube.com/ArabAdvisors</p></li></ul>