issue 1 - Roland Berger

p industry report
trends and sectors
The shape of things to come
LEDs, Triple Play, medical tourism and customized miniature power sources:
current trends, analyses and research reports shed light on the markets of the future.
led
Light emitting diodes (LEDs) are turning the traditional
lighting industry upside down. Incandescent bulbs and
neon tubes are increasingly being replaced by luminous
semiconductors, which offer lighting designers and
product developers a whole new range of design possibilities.
One example of an application that is already in
widespread use is traffic lights that draw 80 percent
less electricity and last 10 times as long as standard
models. According to experts, widespread use of LEDs
will save billions of dollars in energy costs.
LED lamps are already making inroads into households
and offices. For example, the Hong Kong company
Traxon produces mood lights that create a variety of
lighting effects in an entire rooms at the flip of a
switch. And the new “organic” LEDs (OLEDs) could
soon help do everything, from creating millimeter-scale
displays to illuminating entire buildings. It is estimated
that the advertising and entertainment industries alone
present a 15 to 20 billion-dollar global market for LEDs.
The automotive lighting specialists Hella and Bosch are
currently developing front headlights, with light diodes
already having made an appearance in cars’ and trucks’
brake and rear lights.
triple play
Telephoning by cable, television via the Internet, Web
surfing with your TV—Triple Play could soon make all
this possible. Broadband transmission of video, Internet
data and speech may be new territory for the telecommunications
industry, but with package services they
will have to lock in customers and increase their sales.
Former European monopolies such as France Télécom,
Swisscom, Germany’s Deutsche Telekom and Spain’s
Telefónica are already investing in new services. They
are preparing for competition from alternative telcos,
mobile phone companies and especially cable network
companies. For example, the Norwegian company Lyse
Tele already services close to half of all potential customers
in its territory, 85 percent of them with Triple
Play. Infrastructure costs are considerable. Swisscom
alone has invested 1 billion francs in making new video
products available via telephone cable.
Growth in the broadband
market will probably not
be achieved without a
comprehensive entertainment
offering.
Games, e-commerce,
and e-mail had
previously been
viewed more as
add-ons.
Data
Internet
access,
e-mail,
Web storage,
anti-virus, spam
protection, services
(e.g. dating, music)
Free
TV, video
on demand,
pay TV,
electronic program
guide, gaming,
interactive TV
Triple
Play
Video
Voice
over IP,
SMS, MMS,
unified
messaging box
Voice
Source: Roland Berger Strategy Consultants
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