European Data Card Markets: Change in the air?

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Published: 12 May 2005

This insight considers the European Data card market when it is just beginning to gain traction with early adopters. It argues that there is likely to be a profound change in the market in the next couple of years. Our premise for anticipating this change is based on a number of supply and demand side conditions: That the market is expected to accelerate in growth over the next two years That this growth will attract new entrants into what is an under-crowded market; That despite this strong growth the introduction of new technology will disrupt the data card market; We conclude that there will be a radical change in the supplier market, and that for some of the current crop of data card vendors, acquisition will be an attractive option.

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