Value Contribution of "Connection Services" is Dropping
The total value of the internet value chain has almost trebled from $1.2 trillion in 2008 to almost $3.5 trillion in 2015, a compound annual growth rate of 16 percent, according to A.T. Kearney estimates published by the GSMA. About 17 percent of that total value is captured by connectivity providers of all types.
Many would argue it is possible, perhaps likely, that that percentage will shrink over the next decade or two. Where connectivity might today represent something less than 17 percent of total internet ecosystem revenue, that portion could drop to 14 percent by 2020 or so.
More than half the value of the total ecosystem will lie in the app provider realm, while 22 percent is earned by device suppliers.