0.1 EXECUTIVE SUMMARY ..........................................................................................
6
0.1.1 BACKGROUND ......................................................................................................
6
0.1.2 NEW PLAYERS IN A CHANGING VALUE CHAIN...............................................
7
0.1.3 NEW ADVANCED SERVICES ..............................................................................
7
0.1.4 MOBILE MULTIMEDIA PORTALS.........................................................................
7
0.1.5 STANDARDISATION ..............................................................................................
8
0.1.6 REGULATION IN A CONVERGENT ENVIRONMENT..........................................
8
0.1.7 NEW BUSINESS STRATEGIES...............................................................................
9
0.1.8 CONCLUSIONS ........................................................................................................10
1 THE DEMAND FOR A "NEW FOCUS" .........................................................................25
1.1 THE UMTS BUSINESS PLAN......................................................................................29
1.2 CHALLENGES IN THE VALUE CHAIN......................................................................30
2 THE MOVE TO MULTI-SERVICE MARKET OPPORTUNITIES
.................................31
2.1 SERVICES ....................................................................................................................31
2.1.1 MOBILE BANKING ..................................................................................................32
2.1.2 MOBILE SHOPPING .................................................................................................33
2.1.3 LOCATION-BASED SERVICES ...............................................................................34
2.1.4 REMOTE MONITORING...........................................................................................35
2.1.5 INTERACTIVE GAMES..............................................................................................36
2.1.6 EXPERTS ON CALL ...................................................................................................36
2.2 KEY MARKET SEGMENTS..........................................................................................38
2.3 TRENDS WITH 3G MOBILE SERVICES......................................................................39
2.4 DEVELOPMENT OF THE WEB....................................................................................40
3 CONVERGING THE TELECOM AND INTERNET MODEL..........................................45
3.1 POSITIONING THE MOBILE INDUSTRY ..................................................................45
3.2 DEFINING A PORTAL ................................................................................................47
4 BUILDING THE FRAMEWORK FOR MOBILE MULTIMEDIA PORTALS..................50
4.1 MOBILE MULTIMEDIA PORTAL PLATFORM REQUIREMENTS............................50
4.1.1 DEVELOPMENT PHASES..........................................................................................51
4.1.2 REQUIREMENTS FOR PORTAL SET-UP.................................................................51
4.2 PORTAL OPERATION AND FUNCTIONALITY..........................................................53
4.2.1 BACKGROUND DATA "MINING".............................................................................53
4.2.2 AGGREGATION AND INTEGRATION OF RELEVANT INFORMATION...............54
4.2.3 DYNAMIC FORMATTING OF INFORMATION.........................................................54
4.2.4 DISPLAY OF INFORMATION....................................................................................55
4.2.5 DYNAMIC UPDATE....................................................................................................55
4.3 MOBILE MULTIMEDIA TERMINALS...........................................................................56
5 IMPACT ON STANDARDISATION .................................................................................57
5.1 MOBILE MULTIMEDIA PORTAL PLATFORM REQUIREMENTS..............................60
5.2 MOBILITY ........................................................................................................................60
5.3 SECURITY........................................................................................................................62
5.4 THE UMTS SIM CARD (USIM).......................................................................................63
5.5 NETWORK APPLICATION INTERFACES.....................................................................64
5.6 UMTS SPECIFIC ISSUES.................................................................................................64
5.6.1 ADDRESSING AND NAMING .....................................................................................64
5.6.2 QUALITY OF SERVICE (QOS).....................................................................................66
5.6.3 SECURITY .....................................................................................................................66
6 REGULATION IN A CONVERGENT MARKET ENVIRONMENT
..................................67
6.1 BACKGROUND ............................................................................................67
6.2 THE THREE CONVERGING WORLDS ..........................................................................67
6.2.1 TELECOMMUNICATIONS TODAY .........................................................67
6.2.2 BROADCASTING TODAY ...........................................................................................68
6.2.3 INFORMATION TECHNOLOGY TODAY ...................................................................69
6.3 WHAT NEEDS TO BE DONE TO ADAPT REGULATION TO THE CONVERGED .....70
6.3.1 SECTOR SPECIFIC REGULATION (VERTICAL) VS HORIZONTAL REGULATION..70
6.3.2 COMPETITION RULES ...................................................................................................71
6.3.3 WHEN IS NEW REGULATORY INTERVENTION NEEDED?.....................................72
6.4. ENSURING PRIVACY AND DATA PROTECTION ..........................................................73
6.5 ACCESS TO CONTENT.....................................................................................................74
6.5.1 CONSTRAINTS ARISING FROM COMMERCIAL AGREEMENTS............................74
6.5.2 INTELLECTUAL PROPERTY RIGHTS..........................................................................74
6.5.3 PUBLIC SERVICE BROADCASTING ...........................................................................75
6.5.4 HARMFUL AND ILLEGAL CONTENT AND PROTECTION OF MINORS AND PUB75
6.5.5 EMERGENCY CALLS AND PUBLIC SAFETY BROADCASTING...............................76
6.5.6 LEGAL INTERCEPTION AND LEGAL LOCATION........................................................76
6.6 GLOBAL CIRCULATION.....................................................................................................77
6.6.1 PRESENT REGULATION AND DIRECTION...................................................................77
6.6.2 IMPACT OF THE EXTENDED VISION ON GLOBAL CIRCULATION..........................78
6.6.3 EXTENSION OF GLOBAL CIRCULATION CONCEPTS................................................79
7 BUSINESS PLAN GUIDELINES ..............................................................................80
7.1 TRADITIONAL BUSINESS STRATEGIES .......................................................................80
7.2 EXPANDING THE POSSIBILITIES....................................................................................80
7.2.1 FRAGMENTED BUSINESS MODEL..............................................................................81
7.2.2 OWNERSHIP BUSINESS MODEL ..................................................................................82
7.3 KEY SUCCESS FACTORS .................................................................................................83
7.3.1 REACH AND RICHNESS ................................................................................................83
7.3.2 AFFILIATION ..................................................................................................................83
7.3.3 POSITIONING OF NETWORK OPERATORS WITHIN THE PORTAL INDUSTRY....83
7.4 THE MOBILE MULTIMEDIA PORTAL BUSINESS WITH CONTENT ROVISION........84
7.4.1 THE ROLE OF THE CONTENT PROVIDER..................................................................84
7.4.2 BILLING ...........................................................................................................................84
7.4.3 ENCRYPTION...................................................................................................................85
7.4.4 TECHNICAL FRAUD .......................................................................................................87
7.4.5 NETWORK RELIABILITY AND SECURITY ..................................................................87
7.4.6 ROAMING IMPACTS........................................................................................................88
7.5 THE ROLE OF NEW PLAYERS ..........................................................................................88
8 CONCLUSIONS AND RECOMMENDATIONS ...................................................................89