While mobile service providers currently are the dominant force in the emerging markets mobile content space, this is set to change due to strong competition from new platforms such as application stores.
“Unless telcos make rapid changes to their strategy and execution, their dominance is set to be challenged,' says Angel Dobardziev, Ovum analyst.
Some might argue that no matter what telcos do, that will happen anyway, given that the leading application stores are operated by device manufacturers such as Apple, independent providers such as GetJar or operating system providers such as Google.
“We have found that once a consumer has bought a data access plan, they begin to move away from telco services,' says Dobardziev. 'This will ultimately reduce the role of mobile operators to little more than providers of bandwidth.”
Some might argue that Dobardziev already has answered the original question.
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