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市場調査レポート

MVNO市場分析:欧州の現況アップデート・新興機会・展望

MVNO Market Analysis: Status Update, Emerging Opportunities and Outlook for Europe

発行 Analysys Mason 商品コード 298821
出版日 ページ情報 英文 PPT and PDF (55 slides)
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MVNO市場分析:欧州の現況アップデート・新興機会・展望 MVNO Market Analysis: Status Update, Emerging Opportunities and Outlook for Europe
出版日: 2014年04月03日 ページ情報: 英文 PPT and PDF (55 slides)
概要

当レポートでは、欧州のMVNO市場の現況について調査分析し、新しいMVNOビジネスモデルの詳細分析、オペレーターへの提案、欧州のMVNO市場の展望、および欧州23カ国におけるMVNO市場の現況と展望の分析などを提供しており、概略以下の構成でお届けいたします。

エグゼクティブサマリー

提言

MVNO市況のアップデート

  • MVNOは1990年代後半に西欧・北米で初めて誕生し、現在は世界中に存在
  • 欧州におけるMVNOの成功レベルはさまざま:最も成功した市場は10-15%の普及率を達成
  • 多くのオペレーターのホールセール部門は、MNO自身のレンタル活動を補完すべく、MVNOに関与
  • MVNOの運営環境は、ホストの目的が変化しているため、変化している;歴史的な成長の機会は消えつつある
  • 困難な運営環境において、多くの従来型MVNOはコストを効率化する新たな方法を模索
  • MVNOも価格を差別化する機会を持つ

MVNOの新興機会

  • MVNOは新しいネットワーク技術が可能にする新しい機会およびコネクテッドデバイスのまん延への対応に用いられる
  • 新しいMVNOビジネスモデル:データ中心の提案
  • 新しいMVNOビジネスモデル:コンテンツ
  • 新しいMVNOビジネスモデル:政府
  • 新しいMVNOビジネスモデル:M2M
  • 新しいMVNOビジネスモデル:SME

欧州におけるMVNOの市場展望

  • 多くの西欧諸国は活発なMVNO市場を有するが、中東欧は後れを取る
  • 各国における全体としてのMVNO部門の市場展望を評価する枠組みを開発:5つの主要変数
  • 欧州の市場情勢はMVNOにとってますます厳しくなっているが、成長の機会は多くの諸国に残されている
  • 従来型のMVNOビジネスモデルは引き続き存続可能だが、市場は新しい機会に適応する必要がある

欧州の国別分析

  • オーストリア
  • チェコ共和国
  • デンマーク
  • フランス
  • ドイツ
  • アイルランド
  • イタリア
  • オランダ
  • ノルウェー
  • ポーランド
  • ロシア
  • スロベニア
  • スペイン
  • スウェーデン
  • スイス
  • トルコ
  • 英国
  • ほとんどの中東欧市場はMVNOにとって弱い見通しを示すが、いくつかの機会はある

著者とAnalysys Masonについて

図表

目次

As traditional MVNO business models begin to erode the market value for MNOs, they must look at emerging MVNO business models to create and capture value.

Mobile virtual network operators (MVNOs) are brands that provide a mobile service using a host operator's network, often focusing on a specific market segment, or operated by companies seeking to expand their operations into mobile, such as cable companies or retailers. In this report we discuss a number of new MVNO business models that are emerging as mobile network operators (MNOs) review their MVNO strategies, and begin to resist MVNO models that create downward pressure on prices.


This report provides:

  • an analysis of the current status of the worldwide MVNO market
  • a detailed examination of emerging MVNO business models
  • recommendations for operators
  • an MVNO market outlook for Europe
  • analysis of the status and outlook of the MVNO market in 23 European countries.

COMPANY COVERAGE

We list the key MVNO players in each of the 23 European markets featured in this report, as well as commenting on the MNOs' positions. We also provide examples of relevant MVNOs when describing MVNO business models.

GEOGRAPHICAL COVERAGE

The report examines the MVNO market on a worldwide scale, and also provides detailed analysis of pricing, market segmentation, MVNO brand strength, regulation and competition in the wholesale market for the following 23 European countries.

  • Austria
  • Bulgaria
  • Croatia
  • Czech Republic
  • Denmark
  • France
  • Germany
  • Hungary
  • Ireland
  • Italy
  • Macedonia
  • Netherlands
  • Norway
  • Poland
  • Romania
  • Russia
  • Serbia
  • Slovenia
  • Spain
  • Sweden
  • Switzerland
  • Turkey
  • UK

ABOUT THE AUTHORS

Stephen Sale (Principal Analyst) is the lead analyst for Analysys Mason's Mobile Services and Next-Generation Services research programmes. His primary areas of specialisation include next-generation communication services, over-the-top (OTT) player strategies and mobile pricing. He also has extensive experience in analysing mobile operator strategies and forecasting mobile service markets. Before joining Analysys Mason in 2004, Stephen worked in the industry on areas that include VoIP, next-generation service architecture and broadband access. He has a degree in economics and an interdisciplinary MRes from the University of London.

Patrick Rusby (Research Analyst) is the lead analyst for Analysys Mason's SME Strategies research programme, and contributes to the Mobile Services programme within the Consumer research practice. Patrick's areas of specialisation for SME strategies are SME technology trends and adoption, enterprise mobility, SaaS and IaaS services for SMEs and unified communications. Within Mobile Services, Patrick is focused on the MVNO market and churn-reduction strategies for operators. Patrick was previously a Research Manager for Knowledge Peers, a peer learning platform helping SME CxOs share best practice in finance, technology and telecoms. He holds a Master's degree in Contemporary British Politics from Goldsmiths College, University of London.

Table of Contents

  • 6. Executive summary
  • 7. Executive summary: Opportunities for traditional MVNO business models are becoming scarcer, but remain in so
  • 8. Executive summary: New business models are emerging, as MNOs search for value creation strategies and new MVNO players enter the market me countries
  • 9. Recommendations
  • 10. Recommendations
  • 11. MVNO market status update
  • 12. MVNOs first emerged in Western Europe and North America in the late 1990s and are now present worldwide
  • 13. MVNOs have had varying levels of success in Europe; in the most successful markets the sector has achieved 10-15% penetration
  • 14. Many operators' wholesale divisions have engaged with MVNOs in order to complement the MNO's own retail activities
  • 15. The operating environment for MVNOs is changing as their hosts' objectives change; historical growth opportunities are disappearing
  • 16. In a tougher operating environment, many conventional MVNOs are searching for new ways to streamline costs
  • 17. MVNOs also have opportunities to differentiate on price
  • 18. Emerging opportunities for MVNOs
  • 19. MVNOs can be used to address the new opportunities enabled by new network technologies and the proliferation of connected devices
  • 20. Emerging MVNO business models: Data-centric propositions
  • 21. Emerging MVNO business models: Content
  • 22. Emerging MVNO business models: Government
  • 23. Emerging MVNO business models: M2M
  • 24. Emerging MVNO business models: SME
  • 25. MVNO market outlook in Europe
  • 26. Most Western Europe countries have active MVNO markets, while Central and Eastern Europe is lagging behind
  • 27. We have developed a framework to assess the market outlook for the MVNO sector as a whole in each country: there are five main variables
  • 28. The market landscape in Europe is getting tougher for MVNOs, but growth opportunities remain in many countries [1]
  • 29. The market landscape in Europe is getting tougher for MVNOs, but growth opportunities remain in many countries [2]
  • 30. Conventional MVNO business models will continue to be viable, but the sector needs to adapt to realise new opportunities
  • 31. European country-by-country analysis
  • 32. Austria: Strong telecoms brands are likely to drive MVNO growth as 3 opens up its network
  • 33. Czech Republic: A rich MVNO ecosystem is developing as the market opens up
  • 34. Denmark: There is little room for MVNO growth following a price war and consolidation by MNOs
  • 35. France: The launch of Free Mobile, a price innovator, has undermined the market opportunity for no-frills MVNOs
  • 36. Germany: An improving mobile market presents opportunities in some segments despite competition from MNO sub-brands
  • 37. Ireland: The prospects are good for a new entrant, if it can secure the right wholesale deal
  • 38. Italy: A lack of a favourable wholesale deals is limiting opportunities for MVNOs
  • 39. Netherlands: Relatively high prices and a shifting operator environment present opportunities for MVNOs
  • 40. Norway: The recent spectrum auction result may offer MVNOs their best opportunity in Scandinavia, but it is still a weak prospect
  • 41. Poland: Play and the existence of MNO sub-brands make this a difficult market for MVNOs to enter
  • 42. Russia: Conditions are improving for MVNOs, but the market environment remains difficult for new entrants
  • 43. Slovenia: MVNO brands have lacked the flexibility in pricing to withstand aggressive competition from MNO sub-brands
  • 44. Spain: High prices and the willingness of operators to address wholesale opportunities makes Spain a strong market for MVNOs
  • 45. Sweden: This highly competitive four-operator market has little scope for price competition, so innovation is required from potential MVNOs
  • 46. Switzerland: The market is ripe for disruption but the operators retain a strong grip
  • 47. Turkey: Double taxation is still the major barrier to entry for MVNOs
  • 48. UK: Strong MVNO brands have been able to gain sizeable customer bases, aided by established wholesale competition
  • 49. Most Central and Eastern European markets show weak prospects for MVNOs, but there are a few opportunities
  • 50. About the authors and Analysys Mason
  • 51. About the authors
  • 52. About Analysys Mason
  • 53. Research from Analysys Mason
  • 54. Consulting from Analysys Mason

List of figures

  • Figure 1: Summary of report coverage
  • Figure 2: MVNO prospects for countries covered in this report
  • Figure 3: Emerging MVNO business models
  • Figure 4: Status of the MVNO sector worldwide
  • Figure 5: MVNO penetration in selected European countries, 3Q 2008-3Q 2013
  • Figure 6: MVNOs' value propositions by market segment
  • Figure 7: Breakdown of costs and areas of potential savings for an MVNO
  • Figure 8: Five emerging MVNO business models
  • Figure 9: Key features of TETRA and commercial mobile networks
  • Figure 10: M2M strategies for MNOs and MVNOs
  • Figure 11: Status of the MVNO sector in Europe
  • Figure 12: Framework to assess MVNO market outlook
  • Figure 13a-b: Outlook for the MVNO sector in selected European countries
  • Figure 14: MVNO prospects for countries covered in this report
  • Figure 15: Active MVNOs by network host, Austria
  • Figure 16: Market conditions for MVNOs in Austria
  • Figure 17: Active MVNOs by network host, Czech Republic
  • Figure 18: Market conditions for MVNOs in the Czech Republic
  • Figure 19: Active MVNOs by network host, Denmark
  • Figure 20: Market conditions for MVNOs in Denmark
  • Figure 21: Active MVNOs by network host, France
  • Figure 22: Market conditions for MVNOs in France
  • Figure 23: Active MVNOs by network host, Germany
  • Figure 24: Market conditions for MVNOs in Germany
  • Figure 25: Active MVNOs by network host, Ireland
  • Figure 26: Market conditions for MVNOs in Ireland
  • Figure 27: Active MVNOs by network host, Italy
  • Figure 28: Market conditions for MVNOs in Italy
  • Figure 29: Active MVNOs by network host, Netherlands
  • Figure 30: Market conditions for MVNOs in the Netherlands
  • Figure 31: Active MVNOs by network host, Norway
  • Figure 32: Market conditions for MVNOs in Norway
  • Figure 33: Active MVNOs by network host, Poland
  • Figure 34: Market conditions for MVNOs in Poland
  • Figure 35: Active MVNOs by network host, Russia
  • Figure 36: Market conditions for MVNOs in Russia
  • Figure 37: Active MVNOs by network host, Slovenia
  • Figure 38: Market conditions for MVNOs in Slovenia
  • Figure 39: Active MVNOs by network host, Spain
  • Figure 40: Market conditions for MVNOs in Spain
  • Figure 41: Active MVNOs by network host, Sweden
  • Figure 42: Market conditions for MVNOs in Sweden
  • Figure 43: Active MVNOs by network host, Switzerland
  • Figure 44: Market conditions for MVNOs in Switzerland
  • Figure 45: Active MVNOs by network host, Turkey
  • Figure 46: Market conditions for MVNOs in Turkey
  • Figure 47: Active MVNOs by network host, UK
  • Figure 48: Market conditions for MVNOs in UK
  • Figure 49: Market conditions for MVNOs in selected countries in Central and Eastern Europe
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