电信管理论坛：2024电信业务拆分分析报告-是否为电信业发展的关键（英文版）（31页）.pdf

1、REPORTis breaking up key to telco growth?Author:Ed Finegold,Contributing Analyst Editor:Dawn Bushaus,Contributing EditorSponsored by:TM Forum|March 2024 delayering the business:contents2inform.tmforum.orgsection 2:whats the difference between delayering and structural separation?section 1:what are s

2、ervcos,netcos and infracos?the big pictureadditional features&resources 10060321section 4:what does delayering mean for IT systems?section 3:examples of CSPs that have delayered their businesses171319section 5:make it happen strategies for delayering telco businessesthe big pictureMany countries hav

3、e as few as two telcos and no more than five,each operating fixed and/or mobile networks regionally and selling services to consumers and businesses.Most communications service providers(CSPs)are also vertically integrated.They own and manage everything from the real estate their data centers occupy

4、 to the applications and customer premises equipment they deliver.That vertically integrated model made sense when it came to monetizing legacy connectivity services because they were not very complex,did not change often and offered little variety by current standards.But by focusing on making such

5、 services as efficient as possible,CSPs businesses grew rigid,with layers of technology customized to support the model.As the market for connectivity services has accelerated,with an emphasis on innovation and collaborative partnership,many CSPs have defended their connectivity businesses so closel

6、y that they have been unable to take up valuable positions in the new landscape(see graphic on the next page).As a result,they have been disintermediated by OTT content providers that changed what the market values most,shifting the focus from minutes and rates to content,applications and an array o