中国电信领袖论坛演讲

Presentationto:

ChinaTelecomLeadershipForum

中国电信领袖论坛演讲 March25,2011IhabTarazi

VicePresident副总裁“SafeHarbor”Statement“安全港”声明NOTE:Thispresentationcontainsstatementsaboutexpectedfutureeventsandfinancialresultsthatareforward-lookingandsubjecttorisksanduncertainties.Forthosestatements,weclaimtheprotectionofthesafeharborforforward-lookingstatementscontainedinthePrivateSecuritiesLitigationReformActof1995.Thefollowingimportantfactorscouldaffectfutureresultsandcouldcausethoseresultstodiffermateriallyfromthoseexpressedintheforward-lookingstatements:theeffectsofadverseconditionsintheU.S.andinternationaleconomies;theeffectsofcompetitioninourmarkets;materiallyadversechangesinlabormatters,includingworkforcelevelsandlabornegotiations,andanyresultingfinancialand/oroperationalimpact,theeffectofmaterialchangesinavailabletechnology;anydisruptionofourkeysuppliers’provisioningofproductsorservices;significantincreasesinbenefitplancostsorlowerinvestmentreturnsonplanassets;theimpactofnaturaldisasters,terroristattacks,breachedofnetworkorinformationtechnologysecurityorexistingorfuturelitigationandanyfinancialimpactnotcoveredbyinsurance;technologysubstitution;anadversechangeintheratingsaffordedourdebtsecuritiesbynationallyaccreditedratingsorganizationsoradverseconditionsinthecreditmarketsimpactingthecost,includinginterestrates,and/oravailabilityoffinancing;anychangesintheregulatoryenvironmentsinwhichweoperate,includinganyincreaseinrestrictionsonourabilitytooperateournetworks;thetiming,scopeandfinancialimpactofourdeploymentofbroadbandtechnology;changesinouraccountingassumptionsthatregulatoryagencies,includingtheSEC,mayrequireorthatresultfromchangesintheaccountingrulesortheirapplication,whichcouldresultinanimpactonearnings;ourabilitytocompleteacquisitionsanddispositions;andtheinabilitytoimplementourbusinessstrategies.2CapitalizeonstrategicnetworkinvestmentsKeyPriorities关键优先权Acceleraterevenuegrowth加速收入增长Expandmarginsandimproveprofitability扩张边际，提升盈利能力Ensurenetworkperformanceandreliability确保网络性能与可靠性Effectivelydeploynewtechnologies有效推广新技术Increaseinvestmentreturns增加投资回报Verizon:#13ontheFortune500list(2010)$107Bofannualrevenue2010年度500强排名第13位，收入1070亿美元MostAdmiredTelecomCompany(2010)最受尊敬的电信公司3MarketTrends市场趋势Significantmarketdemandfornetworkspeeds重大市场呼唤网络速度Broadbandaccessandhouseholdsonlinegrowing宽带接入与居家在线在增加Videoevolvingtoanytime,anywhere&onanydevice视频通信与任何时间、任何地点、任何设备的结合BusinessesshifttowardssecureIP&managedservices业务向安全IP和可管理的业务迁移Significantgrowthincloudcomputingservices云计算业务的显著成长MarkettrendsfavoringVerizon'sintegratedassetportfolio4

MarketTrends–Video市场趋势–视频Digitalmediaandgrowthofconnecteddevicesdrivingmarket数字媒体和联网终端的增加驱动了市场Numberofvideos

watchedperday

atYouTube每天在YouTube上观看的视频节目数2Billion10亿美元Growthrateofmobile

videoconsumption手机视频消费增长率52Percent百分比Dailyvideoviewing每天看视频

fortheaverage

Americanacross

devicesin2010美国人均5+

Hours小时Ofconsumerswouldliketo

viewvideosordownloadedcontentfromtheInternet

ontheirtelevision通过电视机观看或下载内容的消费者数65

Percent百分比OfInternettrafficwill

bevideoby2014,56%

willbestreamingvideo视频在互联网的流量占比56%是流媒体视频91Percent百分比Theincreaseinconsumerconsumptionofonlinevideobetween2008&2009在线视频消费增加84Percent百分比510xnumberofuserswitheachcycle每周期用户数增加10倍44xdatagrowthby20202020年数据增加44倍Accessspeeddemand

growingto100Gpbs

by2015接入速率的需求增加到100Gpbs

MarketTrends-GlobalIPandtheCloud

市场趋势–全球IP和云TheCloud–Acomplementarynewgrowthopportunity云–新的增长机会的补充

1970sMiniComputing微计算1980sClient/ServerComputing客户端/服务器计算1960sMainframeComputing主机计算1990sDesktopInternetComputing桌面互联网计算2000sMobileInternetComputing移动互联网计算2011+“Everything-as-a-service”XaaS$120B5yrGrowthMarketGartnerForecastIDCForecast$0$50$100$15020112013201520202011-2020CAGR19%2011-2015CAGR35%6

NetworkOverview网络概览Superiorglobalassets,strongstrategicposition优异的全球资产，强大的战略定位BusinessAppsAccess

业务应用接入CommunicationApps

电信应用EnableMobileApps

激活移动应用SMBServices业务DigitalVoice数字音频GlobalIP全球IPApplicationStore应用商店OpenDevelopment开放式开发M2MPlatformM2M平台HostedMobileApps主机型移动应用VerticalSolutions垂直型解决方案FlexViewVideo视频VServices服务CloudServices云服务CloudComputing云计算BusinessPlatforms业务平台7

GlobalCapabilities全球能力Globalmarketposition…apowerfulenabler全球市场定位–强而有力的促成者$16Benterpriserevenuein2010160亿企业收入Officesin75countries进驻75个国家200DataCenters200个数据中心Over3,000Professional

Serviceconsultants超过3000名专业咨询人员IPNetworkin2,700cities,159countriesIP网通达2700个城市，159个国家~180KCustomers大约18万客户#1inSecurityServices安全服务排行第一PremierGlobalNetwork

ServiceProvider最好的全球网络服务供应商StrengtheningVodafone

relationship加强和沃达丰的关系Security安全GlobalNetwork全球网络ProfessionalServices专业化服务DataCenters数据中心8PrivateNetworkPrivateNetworkPublicNetworkPrivateNetworkVerizon100GULHBackbonePublicNetworkPublicNetwork100GbE100GbE100GbE100GbE100GbE100GbE100GbE100GbEPrivateNetworkPublicNetworkVerizonWirelessVerizonWirelessVerizonWirelessP-OTPP-OTPP-OTPP-OTPP-OTPP-OTPWireless/LTECustomersVerizonRegionalDataCenterVerizonRegionalDataCenterVerizonRegionalDataCenterVerizonNationalDataCenterCloudServicesVerizonNationalDataCenterCloudServicesVerizonWirelessP-OTPP-OTPBroadbandHomeP-OTPP-OTPVerizonRegionalDataCenterDataCenterIntegrationwithIPNetwork

数据中心与IP网

集成VerizonNetworkCloud网络云图PartnerPort合作伙伴端口DeliveryoverManagedNetworks&Internet通过可管理的网络和互联网提供业务SmartNetwork智慧网络IMSVideoServicesSecurityServicesCloudComputingDeliveryNodeCompetitorCloudServices竞争对手的云服务DeliveryNodeDeliveryNodeDeliveryNodeDeliveryNodeNewRevenue,fasterinteractivity,efficientuseofnetwork新的收入，更快的互动性，有效地使用网络10IP/MPLSIPv6100+GbpsUltraLongHaulOpticalControlPlaneOpticalSwitchingMeshNetworking11EnterpriseCloudOpportunity企业的云机会AVerizonCompanyTerremarkacceleratesthecloudopportunityforVerizonGlobalportfolioofadvancedvoice,data,IP,ITandsecuritysolutions全球性的先进语音、数据、IP、IT、安全解决方案LeaderinCloudInfrastructureasaServiceandWebHosting在云设施作为业务和web主导方面的领先者LeaderinManagedSecurityServices可管理安全服务的领先者16PremiumDataCentersand5SmartDataCentersinUS,EuropeandAsia

16个一流的数据中心，5个智慧型数据中心在美欧亚LeadingglobalproviderofmanagedITinfrastructureservices

可管理的IT设施服务在全球领先Innovativetechnologyplatformdeliveringcloud,securityandmanagedhostingservices

创新技术平台：云、安全、可管理的主机托管业务13datacentersintheUS,EuropeandLatinAmerica13个数据中心分布在美、欧、拉美Leadingcloudservicesprovider领先的云服务供应商Leaderinmanagedsecurityservices领先的可管理安全服务Oneofthelargestmanagedhostingcompanies最大的可管理主机托管服务商之一Globaldatacenterfootprint数据中心遍布全球Comprehensiveservicesportfolio全面的业务能力AgileinnovatorinsecureITandcloudservices安全IT和云业务的活跃创新者UnifiedenterpriseITplatform统一的企业IT平台

FiOSFiOSinvestmentcontinuestoenableenhancedproducts持续投入FiOS，产品不断加强Deliveringoncommitmenttopass18Mpremises向超过18M个地址提供服务15.6Mpremisespassedatendof2010去年底超过15.6M60%offootprintcoveredbyFiOSwithgoalof70%coverage已覆盖60%，目标是70%32%FiOSInternetdata（互联网数据）and28%FiOSTVpenetration（渗透率）Significantupsidepotential具备显著向上的潜力12FiOSEvolution演变LeadingBroadbandPlatform领先的宽带平台150/35Mbps2010,1Gbpsfuture将来NGPONTrials试点

EnablingbusinessservicesCostEfficiencies成本效益1x64Design设计Longer-reachoptics长距光纤FiOSEnhancements加强Full-HD3D三维Channelexpansion频道扩展Consumerelectronicsintegration消费者电子集成Blu-ray蓝光BBenabledTVsGameconsoles游戏Tablets,smartphones平板电脑智能手机IPset-topboxes机顶盒13Fibersolutionsenhancecapabilitiesandefficiencies以光纤解决方案增强能力与效率

Wireless3G Largest,mostreliablewirelessvoiceand3GdatanetworkinU.S.全美最大、最可靠的无线语音和3G数据网Reliability可靠性Consistency一致性Coverage覆盖Utility效用MotorolaDroid2GlobalAppleiPhone4SamsungGalaxyiPadMiFi14Motorola

XOOM

Wireless无线4GLTE Technologyleadership,innovationanddatadrivinggrowth技术领先，创新和数据驱动增长Capabilities能力Speedsupto10timesfaster速度快10倍Cutslatencyinhalf时延短一半Superiorin-buildingpenetration大大提升渗透率Enhancedvalueproposition增强价值定位Qualityofservice（QoS）Enhancedproductofferings增强产品竞争力Billingcapabilities计费能力2013:

290M

POPs2012:

200M

POPsM2MSamsungGalaxyHTC

Thunderbolt15

WirelessAdvancedDevices先进的无线终端Wellpositionedtosupportfuturegrowth以良好的定位支撑将来的增长Smartphone/DataDeviceGrowth智能手机/数据终端的增长SmartphonePenetration(Retailpostpaidbase)智能手机渗透率（零售，后付费）

PostpaidDataARPUDoublingdatacapacitytosupportincreasedusageeachyear每年数据容量翻番以支撑使用量的增加Improvedthroughput改善吞吐量Consistentinvestmentincellsites,spectrumandbackhaul坚持投入在站点、频谱和回传50%+USBModemsMobileHotspots手机热点

Netbooks上网本Tablets平板Smartphones智能手机$12.8916LicensesCovering许可覆盖的87%ofU.S.Population美国人口AverageNationwideDepth平均深度:29MHz2000

WirelessSpectrum无线频谱Strongspectrumdepthandbreadth强大的频谱深度和宽度LicensesCovering100%ofU.S.PopulationAverageNationwideDepth:88MHz201017700MHZCoverageComparison覆盖比较Eachfrequencyhasadifferentrateofenergydecay,不同频率的能量衰减不同

withhigherfrequenciesdecayingfaster高频衰减更快RelativeDistance1x2500

MHZ

BRS1.3x1900

MHZ

PCS2.9x800MHZ

Cellular3.5x700MHZVZWLTE1.18x2100

MHZ

AWS18700MHzdeliverssuperiorcoverage超强的覆盖能力LTEEnhancements增强MicrocellsCapacityPublicSafe