Many emerging market operators went through a transitional period in 2011. Operators had to continue adjusting to slower mobile connections growth, tougher competition, more regulation and lower prices and margins. While many emerging markets are still expected to experience double-digit connections growth in 2012, few will report double-digit revenue growth,” said Angel Dobardziev, Ovum Telecoms Emerging Markets practice leader and co-author of the report.
The growth
of data traffic will also increase the demand for domestic and international
backhaul capacity that links emerging markets. Many operators will find that
they need to deploy strategies to better manage the considerable increase in
data traffic, which will increase the demand for traffic shaping and local
content-caching solutions.
The rapid
growth of mobile broadband will force emerging market operators to question
their role in the expanded mobile content and applications value chain. While
the shift to downloading content and applications from over-the-top app stores
appears to be inevitable, emerging market operators have not given up on their
ambitions to assume a role beyond that of a LEAN (low-cost enabler of agnostic
networks) player.