|
|
|
市場調査レポート
産業別市場におけるワイヤレスブロードバンドの市場機会
Bringing wireless broadband to vertical markets. A high-margin revenue stream for operators and compelling services for enterprises and public entities.
|
Abstract
Vertical applications are one of the best growth opportunities available to
wireless operators in developed markets where retail subscribership is
reaching saturation and ARPUs are stagnant. Vertical applications for the
enterprise open an entirely new market that wireless operators have this far
neglected. Even in emerging markets, enterprises are underserved and the
prospective market promises to be profitable for operators.
For wireless operators, vertical applications can be quite attractive:
revenues per connection may be lower (but not necessarily so for applications
that require broadband), but so are churn and customer acquisition costs,
while contracts often extend to 10 years and devices do not require subsidies.
Enterprises, too, stand to benefit from vertical applications, by reducing
their capital (if they operate their own telecom infrastructure) and operating
costs, and increasing the efficiency of their operations.in some cases,
radically transforming them.
Vertical applications promise to radically change the wireless industry. The
focus will no longer be exclusively on connecting people. Wireless operators
will be able to connect the entire environment.people, vehicles, and machines.
Several factors are encouraging this transformation:
- Vertical markets are largely underserved.but demand is growing fast, and
it is an opportunity specifically well suited to WiMAX and LTE operators
- Vertical applications will be crucial to the success of WiMAX and LTE
operators: they can accelerate the progress to profitability with a very
limited marginal cost of support
- Vertical players are showing a keen interest in mobile broadband
functionality to improve their operations and reduce costs
But it is not easy to address vertical markets:
- Operators need to understand the specific requirements of vertical players
- Vertical markets are fragmented and require support for a wide range of
applications
- New business models and marketing approaches are needed to address
vertical players' requirements and expectations
This report from Senza Fili Consulting looks at the opportunity that vertical
applications offer to wireless broadband (3G, WiMAX, LTE) operators worldwide.
It combines an extensive forecast with an in-depth analysis of the industry
drivers.
Extensive forecast of vertical market applications for 3G, WiMAX, and LTE (2008-2014)
- Global forecast, with in-depth data for 7 regions and 16 countries
- Number of connections, service revenues, and device revenues by:
- Technologies: 3G, WiMAX, LTE
- Devices: M2M, In-Vehicle, Mobile
- Applications: Telemetry, Vehicle Telematics, Financial Transactions,
Building Monitoring, Surveillance, Content Delivery, Mobile Workforce
Key results by 2014
- Vertical applications will generate USD43 billion in service revenues
- Vertical connections will be equivalent to 7% of retail wireless broadband
connections
- The largest market for vertical applications will be Asia Pacific, with
29% of connections
- Vehicle telematics and connectivity to the mobile workforce will be the
two main applications
- Vertical connections equal 24% of WiMAX retail connections, 16% of LTE
retail connections, and 8% of 3G retail connections
Table of Contents
1. Executive Summary
2. Report road map
3. Introduction: connecting the environment
4. The addressable market
- 4.1 Moving from niche to mainstream
- 4.2 Why now? Global drivers to growth
- 4.2.1 Wireless broadband
- 4.2.2 Wireless connectivity in vertical markets
5. The value proposition
- 5.1 Network operators: the business case
- 5.2 Vertical players: better functionality, lower costs
- 5.3 An ecosystem supporting multiple business models
6. Forecast approach and model
- 6.1 Our definition of vertical markets
- 6.1.1 Requirements
- 6.1.2 Exclusions
- 6.2 Segments, applications, devices, technology
- 6.3 Vertical market segments
- 6.4 Vertical market applications
- 6.4.1 Examples of vertical applications
- 6.5 Devices: M2M, vehicles, human
- 6.6 Wireless broadband technologies: 3G, WiMAX, LTE
- 6.7 Geographic coverage
- 6.8 Assumptions and methodology
- 6.8.1 Assumptions
- 6.8.2 Sources
- 6.8.3 Comparison to the cellular market
- 6.8.4 Retail and vertical markets
- 6.8.5 Wholesale and retail models
- 6.9 The forecast model
7. Forecast summary: global and regional markets
- 7.1 Connections by region
- 7.2 Service revenues
- 7.3 Device revenues
8. Applications
- 8.1 Overview of global forecast by application
- 8.2 Telemetry
- 8.3 Vehicle telematics
- 8.4 Financial transactions
- 8.5 Building monitoring
- 8.6 Surveillance
- 8.7 Content delivery
- 8.8 Mobile workforce
9. Devices: M2M, in-vehicle, human
- 9.1 Overview of global forecast by application
- 9.2 M2M devices
- 9.3 In-vehicle devices
- 9.4 Human devices
10. Technologies: 3G, WiMAX, LTE
- 10.1 Global comparison across technologies
- 10.1.1 Connections
- 10.1.2 Service revenues
- 10.1.3 Applications
- 10.1.4 Devices
- 10.2 3G
- 10.2.1 3G connections by region
- 10.2.2 3G service revenues by region
- 10.2.3 3G connections by application
- 10.2.4 3G connections by device type
- 10.3 WiMAX
- 10.3.1 WiMAX connections by region
- 10.3.2 WiMAX service revenues by region
- 10.3.3 WiMAX connections by application
- 10.3.4 WiMAX connections by device type
- 10.4 LTE
- 10.4.1 LTE connections by region
- 10.4.2 LTE service revenues by region
- 10.4.3 LTE connections by application
- 10.4.4 LTE connections by device type
11. Segments: the addressable market
- 11.1 Global connections and service revenues by segment
- 11.2 Distribution of applications across segments
- 11.3 Connections and service revenues by region
12. Geography: forecast by region and country
- 12.1 Asia Pacific
- 12.1.1 Japan
- 12.1.2 China
- 12.1.3 South Korea
- 12.1.4 India
- 12.1.5 Australia
- 12.2 Western Europe
- 12.2.1 Germany
- 12.2.2 UK
- 12.2.3 Italy
- 12.2.4 France
- 12.2.5 Spain
- 12.3 North America
- 12.4 Eastern Europe
- 12.5 MENA
- 12.6 Latin America
- 12.6.1 Brazil
- 12.6.2 Mexico
- 12.6.3 Argentina
- 12.7 Sub-Saharan Africa
13. Conclusions: new room for growth
14. Acronyms and abbreviations
|
 |
