We saw in an earlier post that mobile data revenue will take over fixed voice revenue around 2011.
ttp://infocomanalysis.blogspot.com/search/label/fix%20telephony
It appears that mobile voice has already been surpassed by mobile data traffic on some networks, and it is definitely accelerating. The main reason is that Mobile data usage continues to grow exponentially as 3G technology expands globally. ABI Research predicts that from 2009 to 2015 data usage in Western Europe and North America is expected to increase at a compound annual growth rate (CAGR) of 42% and 55% respectively.
While mobile data revenues are expected to grow at a CAGR of about 18% in North America, this is in sharp contrast to the increase in usage. In 2010, the average North American user is expected to consume 159 megabytes of data – up from 100 megabytes in 2009.
The growth in data traffic is cannibalizing (at the cost of) voice revenues. Thus, minutes of use are on the decline in developed markets in North America and Western Europe.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
A blog on the convergence of info-communications industries: communications, computing, electronics, entertainment, publications and education. Strategic, technological and financial analysis. English and French blog. Cette chronique traite de l’évolution des industries de l’information et des communications et couvre des aspects stratégiques, technologiques et financiers, comme l’économie du savoir et de l’innovation. L’auteur est Associé principal de Infocom Intelligence.
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