Over the top applications are going to keep taking a greater share of telecom ecosystem revenue, between now and 2020. That will be true in the United States, China and India, for example.
In the U.S. market, for example, OTT revenue might hit 39 percent of total ecosystem revenues by 2020, with telecom services representing 40 percent of ecosystem revenues, while device revenues (sold through all channels) account for 22 percent of ecosystem revenues, according to consultant S. Saravanan.
In China, OTT revenues might represent 21 percent of ecosystem revenues by 2017, while service provider recurring revenues represent 60 percent of ecosystem revenues.
In India, by 2020, OTT will claim 12 percent of ecosystem revenues, while service provider revenues might contribute 66 percent of ecosystem revenues.