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市場調査レポート

新興アジア太平洋諸国のモバイルマネーサービス:動向・予測 (2015-2020年)

Mobile Money in Emerging Asia-Pacific: Trends and Forecasts 2015-2020

発行 Analysys Mason 商品コード 350836
出版日 ページ情報 英文 39 Slides
納期: 即日から翌営業日
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新興アジア太平洋諸国のモバイルマネーサービス:動向・予測 (2015-2020年) Mobile Money in Emerging Asia-Pacific: Trends and Forecasts 2015-2020
出版日: 2016年01月28日 ページ情報: 英文 39 Slides
概要

新興アジア太平洋諸国は、ケニアのM-PesaのようなMSVA (モバイルストアドバリューアカウント) サービスの提供を目論むオペレーターにとって大きな課題を示す地域となっています。同地域では多くの人々がモバイル端末を所有する一方で、フォーマルなバンキングサービスへのアクセスが欠如しているため、モバイルマネーサービスの大きな市場機会があると考えられます。しかし現在のところ、MSVAの導入はインドやインドネシアなど限られた地域でのみ実現しています。

当レポートでは、新興アジア太平洋諸国におけるモバイルマネーサービスについて調査し、サービス区分・地域/国別の詳細市場予測、モバイルマネーサービスの導入推進因子・阻害因子の分析、関連事業者にとっての市場機会の分析などをまとめています。

調査内容

  • 新興アジア太平洋諸国のモバイルマネーサービス詳細予測:地域・主要国別
    • MSVA
      • IndosatのDompetku,
    • AMW (アドバンスドモバイルウォレット)
      • Apple Pay
      • Google Wallet
  • モバイルマネーサービスの導入推進因子・阻害因子
    • 市場・法規制上のダイナミクス
  • モバイルオペレーター・金融機関・サードパーティ事業者の市場機会の分析

対象地域

  • インドネシア
  • フィリピン
  • マレーシア
  • タイ

調査対象企業

  • bKash (パキスタン)
  • GlobeのGcash (フィリピン)
  • IndosatのDompetku (インドネシア)
  • TelenorのEasyPaisa (パキスタン)
目次

"Operators in emerging Asia-Pacific must offer advanced mobile wallet services if they are to compete in the mobile money market."

Emerging Asia-Pacific (EMAP) presents notable challenges for operators that intend to launch mobile stored value accounts (MSVAs) like Kenya's M-Pesa. The region seems to offer a good opportunity for mobile money services because many people have mobile handsets and lack access to formal banking services, but take-up of MSVAs has been limited in countries such as India and Indonesia.

THIS FORECAST REPORT PROVIDES:

  • a detailed forecast of mobile money services in EMAP, specifically covering MSVAs such as Indosat's Dompetku, and advanced mobile wallets (AMWs) like Apple Pay or Google Wallet, with sub-regional and country splits for selected countries
  • a description of the main drivers and inhibitors of adoption for mobile money services, including market and regulatory dynamics
  • an assessment of the opportunity for mobile operators, financial institutions, and third-party players in the value chain.

GEOGRAPHICAL COVERAGE

This report provides detailed forecasts for mobile money services in EMAP, and includes detailed analysis of trends in the following countries.

  • Indonesia
  • Malaysia
  • Philippines
  • Thailand

COMPANY COVERAGE

This report includes case studies of the following services.

  • bKash (Pakistan)
  • Indosat's Dompetku (Indonesia)
  • Globe's Gcash (Philippines)
  • Telenor's EasyPaisa (Pakistan)

ABOUT THE AUTHORS

Enrique Velasco-Castillo (Senior Analyst) is a key contributor to Analysys Mason's Digital Economy Strategies research, focusing on the opportunities for communications service providers and vendors in emerging verticals such as mobile health, payments, commerce, and home automation and security. Previously, Enrique covered mobile financial services and M&A and funding activity for more than 2 years at research firm IHS, where he wrote several reports on the opportunities for mobile operators in mobile payments and venture capital investments in mobile. Enrique also has research experience in 'cleantech' and healthcare from other previous roles.

Harsh Upadhyay (Analyst) contributes to Analysys Mason's Asia-Pacific research programme, and is based in our Singapore office. His research focuses on market tracking, competitive assessment, data forecasting, next-generation services and consumer behaviour analysis in the Asia-Pacific telecoms market. He also supports consulting projects and presents at industry events. Harsh's experience in the TMT industry is diverse, and he has a detailed understanding of the telecoms market in the region. He has previously worked with Frost & Sullivan and IDC as an analyst and consultant, and his clients have included leading ICT firms and government bodies. Harsh holds a Master's and Bachelor's degree in Business Management from India.

Table of Contents

  • 5.Executive summary
  • 6. Executive summary
  • 7. Recommendations
  • 8. Mobile money in EMAP: Regional trends
  • 9. Emerging Asia-Pacific: More than 580 million mobile money active users by 2020, mostly of advanced mobile wallets
  • 10. Emerging Asia-Pacific: Revenue from mobile money will represent 1.2% of mobile service revenue in the region
  • 11. Mobile money adoption drivers in EMAP: operators need to prepare for advanced wallets and e-commerce
  • 12. Mobile money in EMAP: Country-level trends
  • 13. Mobile money trends in EMAP
  • 14. Challenging market conditions and weak service demand have limited the growth of operator-led mobile money initiatives in the region
  • 15. Indonesia: Large population with low banking penetration makes Indonesia an attractive market for mobile payments
  • 16. Indonesia: Competition from OTT players and bank-led initiatives will displace operator-led mobile money services
  • 17. Malaysia: A challenging environment for operator-led mobile money initiatives has hindered adoption
  • 18. Malaysia: High banking and card penetration have limited MSVA take-up, but represent an opportunity for AMWs
  • 19. Philippines: operators have found moderate success in mobile money
  • 20. Philippines: MSVA's lack of traction will be offset by rapid adoption of advanced mobile wallets
  • 21. Thailand: Financial institutions lead the mobile money market
  • 22. Thailand: Limited user adoption and the regulatory focus on other payment mechanisms challenge operators' MSVAs
  • 23. Case studies
  • 24. Case study: bKash
  • 25. Case study: Globe's Gcash
  • 26. Case study: Indosat's Dompetku
  • 27. Case study: Telenor's EasyPaisa
  • 28.Forecast methodology and assumptions
  • 29. Definition of geographical regions
  • 30. Forecast methodology: Our model combines hard data and the key levers for mobile money services adoption in EMAP
  • 31. Definitions and terminology
  • 32. Forecast framework [1]: Main mobile money use cases
  • 33. Forecast framework [2]: Mobile money service types
  • 34. Forecast framework [3]: Mobile money competitive landscape
  • 35. Forecast framework [4]: Dominant player
  • 36. About the authors and Analysys Mason
  • 37. About the authors
  • 38. About Analysys Mason
  • 39. Research from Analysys Mason
  • 40. Consulting from Analysys Mason

List of figures

  • Figure 1: Mobile money service adoption by type, and active users' share of registered users, emerging Asia-Pacific, 2010-2020
  • Figure 2: Mobile money fee revenue by type of provider, emerging Asia-Pacific, 2010-2020
  • Figure 3: Mobile money service adoption by type, and active users' share of registered users, emerging Asia-Pacific, 2010-2020
  • Figure 4: Mobile money fee revenue by type of provider, emerging Asia-Pacific, 2010-2020
  • Figure 5: Drivers of mobile money service adoption in emerging Asia-Pacific
  • Figure 6: Mobile money dynamics for Indonesia, Malaysia, the Philippines and Thailand, 2015 -2020
  • Figure 7: Overview of mobile money potential for operators in emerging Asia-Pacific by country
  • Figure 8: Drivers and inhibitors of mobile money adoption in Indonesia
  • Figure 9: Mobile money service adoption by type, and active users' share of registered users, Indonesia, 2010-2020
  • Figure 10: Mobile money fee revenue by type of provider, Indonesia, 2010-2020
  • Figure 11: Drivers and inhibitors of mobile money adoption in Malaysia
  • Figure 12: Mobile money adoption by type of service, and active share of registered users, Malaysia, 2010-2020
  • Figure 13: Mobile money fee revenue by type of provider, Malaysia, 2010-2020
  • Figure 14: Drivers and inhibitors of mobile money adoption in Philippines
  • Figure 15: Mobile money service adoption by type, and active users' share of registered users, Philippines, 2010-2020
  • Figure 16: Mobile money fee revenue by type of provider, Philippines, 2010-2020
  • Figure 17: Drivers and inhibitors of mobile money adoption in Thailand
  • Figure 18: Mobile money service adoption by type, and active users' share of registered users, Thailand, 2010-2020
  • Figure 19: Mobile money fee revenue by type of provider, Thailand, 2010-2020
  • Figure 20: Regional breakdown used in this report (individually modelled countries are highlighted)
  • Figure 21: Mobile money services in emerging Asia-Pacific forecast methodology
  • Figure 22: Mobile money, main use cases with examples
  • Figure 23: Main types of mobile money services in emerging Asia-Pacific
  • Figure 24: Four dominant player regimes considered in this forecast
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