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LTEの収益化:モバイル端末データ成長の資本化

Monetising LTE: Capitalising on the Growth of Mobile Handset Data

発行 Analysys Mason 商品コード 310902
出版日 ページ情報 英文 PPT and PDF (30 slides)
納期: 即日から翌営業日
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LTEの収益化:モバイル端末データ成長の資本化 Monetising LTE: Capitalising on the Growth of Mobile Handset Data
出版日: 2014年08月20日 ページ情報: 英文 PPT and PDF (30 slides)
概要

世界の4G(LTE)端末接続数は2013年の1億8700万から2018年の14億へと670%で成長する見込みですが、モバイル端末データサービス収益は同期間中の成長がわずか64%になる見通しです。これは、どのようにLTEサービスを収益化するかという大きな課題をオペレーターに示しています。

当レポートでは、オペレーターによるLTEサービスの収益化について取り上げ、収益化の課題、戦略および市場機会についての分析を提供しています。

取り扱う主なトピック

  • モバイルデータ収益化の課題:モバイル収益予測の分析、LTE開始による収益への影響の評価とそのモバイルARPUへの影響
  • LTEバンドリング戦略:オペレーターによる付加価値サービスおよびLTE料金向け接続拡大(すなわちマルチデバイス料金)バンドルの評価
  • 幅広い市場機会:プリペイド市場、データ割当量の範囲、およびMVNO市場におけるLTEの影響の評価

調査対象企業

  • AT&T
  • EE
  • FreedomPop
  • Free Mobile
  • Hutchison Whampoa
  • KDDI
  • LG Uplus
  • NTTドコモ
  • Orange
  • SFR
  • SK Telecom
  • Telefonica
  • Telekom Deutschland (T-Mobile)
  • Telenor
  • TeliaSonera
  • Telstra
  • Yuilop
  • Verizon Wireless
  • Vodafone

著者について

目次

Operators that can bring 4G tariffs to low-end smartphone users will be winners because of a higher potential ARPU uplift.

The number of 4G (LTE) handset connections worldwide will increase from 178 million in 2013 to 1.4 billion in 2018 - a growth of 670% - while mobile handset data service revenue will only grow by 64% during the same period. This presents a major challenge for operators - how to monetise LTE services. Operators are deploying a variety of strategies including price premiums, reserving LTE for premium tariffs, bundling content and broadening connectivity to a wider range of devices through multi-device tariffs.


This report addresses the following topics and provides recommendations for operators.

  • The challenges of monetising mobile data: Analysing mobile revenue forecasts, assessing the revenue impact of LTE launches, and the impact of this on mobile ARPU.
  • LTE bundling strategies: Evaluating operators' value-added services and connectivity extension (that is, multi-device tariffs) bundles for LTE tariffs.
  • The broader market opportunity: Assessing the impact of LTE on the prepaid market, data allowance overage and the MVNO market.

COMPANY COVERAGE

The following companies are mentioned in this report.

  • AT&T
  • EE
  • FreedomPop
  • Free Mobile
  • Hutchison Whampoa
  • KDDI
  • LG Uplus
  • NTT DOCOMO
  • Orange
  • SFR
  • SK Telecom
  • Telefónica
  • Telekom Deutschland (T-Mobile)
  • Telenor
  • TeliaSonera
  • Telstra
  • Yuilop
  • Verizon Wireless
  • Vodafone

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.

Ronan de Renesse (Principal Analyst) is the lead analyst for Analysys Mason's Mobile Devices and Digital Economy research programmes. His primary areas of specialisation include smartphone and tablet adoption, rich media applications and services on mobile, mobile content and data monetisation, and over-the-top (OTT) company strategies. Ronan has been analysing the telecoms and media industry since 2003. Prior to joining Analysys Mason, Ronan was a Senior Analyst and the Head of Mobile at IHS Screen Digest, where he had overall responsibility for the Mobile Media Intelligence service and all related activities. Before becoming an industry analyst, Ronan was an academic researcher at the Centre for Telecommunications Research at King's College London. He had numerous articles published in international technology journals and also gave various presentations at high-profile conferences. Ronan holds a PhD in Telecommunications from King's College London. He has also participated on the GSMA Global Mobile Awards judging panel.

Table of Contents

  • Executive summary
  • Recommendations
  • The challenge of monetising mobile data
  • LTE bundling strategies
  • Addressing the broader market opportunity
  • About the authors and Analysys Mason
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