Mobile voice revenues will reach their peak during next year, generating $580 billion in revenues, after which they are likely to start declining, according to ABI Research. By 2014, mobile voice revenues will have contracted by 9.6%, due to increased competition. On the other hand, total mobile data services should generate $169 million in 2009 and will grow at a CAGR of 9% until 2014.
By the end of 2009, the declines in annual ARPU will be felt most severely in Asia-Pacific (-8.7% to $105) and Africa (-7.8% to $134). North America’s ARPU, however, will decline for only 0.6% to $526, due to increased use of mobile Internet among the consumers.
As for the capital expenditures, it’s recession out there, so we’re not surprised they’ll shrink 5% in 2009 to $132.5 billion. This is not to say carriers are not investing in infrastructure — quite the contrary, they do spend on core network and radio access network upgrades to support higher data throughput…
Additional details are available on ABI Research’s website.