Global Market Sizing of TMT Products and Services: Emerging Markets Have Finally Emerged

Five related trends emerge from the latest update of our Global TMT Database:

1) Emerging TMT markets have finally emerged: US and China remain clear TMT (technology / media / telecom) market leaders, but China should pass the US in 2006. Markets poised for more substantive five-year growth are large, less-penetrated markets including China, India, and Russia.

2) Global residential broadband growth is compelling: In several countries – including Korea, Japan and the US – broadband Internet penetration is into the adoption “sweet spot,” at a penetration level of 25%+.

3) Global Internet is increasingly mobile-centric: Mobile devices are becoming small, functional computers that offer increasing levels of connectivity. Mobile services with basic Internet connectivity should enter their own “sweet spot” of adoption within two
years.

4) The pace of global innovation is accelerating: Innovation is coming from outside the US in areas related to broadband and mobile Internet. And global investors appear willing to support it.

5) Internet leaders, for the most part, are well positioned: And, increasingly, they are vying to become next-generation communications hubs.

This report includes a summary slide presentation starting on page 9 and a data-rich TMT-focused Appendix on page 52.

Global Market Sizing of TMT Products and Services (91 pages)