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市場調査レポート

通信サービス:世界の動向・予測

Communication Services: Worldwide Trends and Forecasts 2018-2023

発行 Analysys Mason 商品コード 362385
出版日 ページ情報 英文 24 Slides
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=109.81円で換算しております。
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通信サービス:世界の動向・予測 Communication Services: Worldwide Trends and Forecasts 2018-2023
出版日: 2019年03月07日 ページ情報: 英文 24 Slides
概要

当レポートでは、世界の通信サービス市場について調査し、VoLTE、Wi-Fi通話、およびIPメッセージングを含めたオペレーターサービス、ならびに従来型の音声・SMSサービスの予測、従来型サービスからOTT代替サービスへの置き換えレベルの定量化、OTT音声・メッセージングを含めた通信サービスのユーザー・トラフィック予測、スマートフォン・タブレット・PC/ラップトップ全体のマルチデバイス利用展望、地域別の詳細な予測などを提供しています。

調査対象地域

  • 中欧・東欧(16カ国)
  • アジア太平洋地域(先進国:7カ国)
  • アジア太平洋地域(発展途上国:10カ国)
  • ラテンアメリカ(3カ国)
  • 中東・北アフリカ地域(5カ国)
  • 北米(2カ国)
  • サブサハラアフリカ(4カ国)
  • 西欧(16カ国)

主要調査項目

  • 非オペレーター/OTTサービス
    • 音声・メッセージング
    • デバイスタイプ別アクティブユーザー数
    • デバイスタイプ別アウトゴーイングトラフィック
  • オペレーターの従来サービス
    • ハンドセット
    • 回線交換音声・SMS
    • アウトゴーイングトラフィック
  • オペレーターのIPベースサービス
    • サービスタイプ別のアクティブユーザー数
      • VoLTE・Wi-Fi通話・IPメッセージング
    • リテールサービス
      • 音声・メッセージング
      • 1ユーザー当たりの平均支出
目次

"72 trillion OTT IP messages were sent in 2018; this is 12 times the number of messages that were sent using SMS."

This report provides an outlook on the mobile communication services market worldwide. It provides forecasts for voice and messaging services provided by both mobile network operators and over-the-top (OTT) providers.

This report provides:

  • forecasts for operator services including VoLTE, Wi-Fi calling and IP messaging, as well as traditional voice and SMS
  • quantification of the level of substitution from traditional services to OTT alternatives
  • user and traffic forecasts for communication services, including OTT voice and messaging
  • an outlook for multi-device usage across smartphones, tablets and PCs/laptops
  • detailed forecasts for 63 individual countries and eight regions.
RegionsKey metrics
  • Central and Eastern Europe (CEE)
  • Developed Asia-Pacific (DVAP)
  • Emerging Asia-Pacific (EMAP)
  • Latin America (LATAM)
  • Middle East and North Africa (MENA)
  • North America (NA)
  • Sub-Saharan Africa (SSA)
  • Western Europe (WE)
  • Non-operator/OTT services
    • Voice and messaging
    • Active users by device type
    • Outgoing traffic by device type
  • Operator traditional services
    • Handsets
    • Circuit-switched (CS) voice and SMS
    • Outgoing traffic
  • Operator IP-based services
    • Active users by service type:
      • VoLTE, Wi-Fi calling, IP messaging
    • Outgoing traffic by service type
      • VoLTE, Wi-Fi calling, IP messaging
    • Retail revenue
      • voice and messaging
      • average spend per user

Table of Contents

  • 6. Worldwide trends
  • 7. Worldwide: 72 trillion OTT IP messages were sent in 2018; this is 12 times the number of messages that were sent using SMS
  • 8. Worldwide: 80% of smartphone users were active on OTT messaging apps in 2018; the penetration of these apps will slow down in the coming years
  • 9. Worldwide: the OTT communication market is heading towards saturation; Facebook's future revenue growth will come from enhanced user monetisation
  • 10. Worldwide: smartphones will continue to be the dominant communication devices, but the use of emerging devices will increase
  • 11. Worldwide: strategic responses from operators vary significantly in different regions
  • 12. Worldwide: operators are migrating smartphone users to VoLTE services; nearly 3.5 billion VoLTE subscribers are expected by 2023
  • 13. Worldwide: many operators are rolling out Wi-Fi calling, primarily to improve indoor coverage; the roll-out of Wi-Fi 6 Will further increase its adoption and usage
  • 14. Worldwide: the number of RCS users is growing rapidly as operators worldwide are rolling out the technology on Android devices
  • 15. Western Europe
  • 16. Western Europe: the use of SMS is in steep decline, largely due to the Facebook ecosystem
  • 17. Western Europe: operators will remain dominant in voice, but will be strongly challenged by alternative providers
  • 18. Central and Eastern Europe
  • 19. Central and Eastern Europe: OTT messaging apps are increasing in popularity and will pose challenges to operators
  • 20. Central and Eastern Europe: central and Eastern Europe: operators are providing indoor and outdoor HD voice coverage and VoIP is gaining traction
  • 21. Middle East and North Africa
  • 22. Middle East and North Africa: OTT services will dominate the messaging space and there is little appetite for operators to compete
  • 23. Middle East and North Africa: Legacy voice services will continue to dominate, but VoIP will represent a persistent challenge
  • 24. Sub-Saharan Africa
  • 25. Sub-Saharan Africa: social and messaging services will continue to be important drivers of revenue growth for operators
  • 26. Sub-Saharan Africa: operators' revenue from mobile voice will continue to grow, although OTT players will also benefit from the increase in mobile voice adoption
  • 27. Emerging Asia-Pacific
  • 28. Emerging Asia-Pacific: Facebook is challenging local players and is set to become the dominant messaging provider in the region
  • 29. Emerging Asia-Pacific: the roll-out voice and video features on common communication services has made users accustomed to OTT voice services
  • 30. Developed Asia-Pacific
  • 31. Developed Asia-Pacific: Japanese operators are basing their messaging strategies around RCS
  • 32. Developed Asia-Pacific: operator circuit-switched voice traffic is being substituted by VoLTE and OTT voice services
  • 33. North America
  • 34. North America: operators will make use of the residual strength of their messaging proposition to acquire a significant share of the A2P value chain
  • 35. North America: most voice traffic will come from operator IP services by 2020 due to operator investment in new technologies
  • 36. Latin America
  • 37. Latin America: SMS traffic has already peaked in the larger markets because traffic has migrated to OTT services
  • 38. Latin America: traditional voice services are expected to remain dominant for the entire forecast period
  • 39. Forecast methodology and assumptions
  • 40. Forecast outputs and definitions
  • 41. Forecast methodology and assumptions
  • 42. About the authors and Analysysy Mason
  • 43. About the authors
  • 44. Analysys Mason's consulting and research are uniquely positioned
  • 45. Research from Analysys Mason
  • 46. Consulting from Analysys Mason

List of figures

  • Figure 1: Messages sent, by message type, worldwide, 2012-2018
  • Figure 2: Messages sent, by message type, and number of OTT messaging active users worldwide, 2012-2023
  • Figure 3: OTT messaging users, by device, worldwide, 2012-2023
  • Figure 4: OTT voice users, by device, worldwide, 2012-2023
  • Figure 5: Retail revenue for operator mobile voice services, by region, worldwide, 2016-2023
  • Figure 6: Retail revenue for operator mobile messaging services, by region, worldwide, 2016-2023
  • Figure 7: Active users of VoLTE services, by region, 2016-2023
  • Figure 8: Wi-Fi calling traffic and number of service users, worldwide, 2016-2023
  • Figure 9: Traffic and users for all mobile operator messaging services, worldwide, 2012-2023
  • Figure 10: Messaging traffic, Western Europe, 2012-2023
  • Figure 11: Mobile voice traffic Western Europe, 2012-2023
  • Figure 12: Messaging traffic, Central and Eastern Europe, 2012-2023
  • Figure 13: Mobile voice traffic Central and Eastern Europe, 2012-2023
  • Figure 14: Messaging traffic, Middle East and North Africa, 2012-2023
  • Figure 15: Mobile voice traffic Middle East and North Africa, 2012-2023
  • Figure 16: Messaging traffic, Middle East and North Africa, 2012-2023
  • Figure 17: Mobile voice traffic Middle East and North Africa, 2012-2023
  • Figure 18: Messaging traffic, Middle East and North Africa, 2012-2023
  • Figure 19: Mobile voice traffic Middle East and North Africa, 2012-2023
  • Figure 20: Messaging traffic, developed Asia-Pacific, 2012-2023
  • Figure 21: Mobile voice traffic developed Asia-Pacific, 2012-2023
  • Figure 22: Messaging traffic, North America, 2012-2023
  • Figure 23: Mobile voice traffic North America, 2012-2023
  • Figure 24: Messaging traffic, Latin America, 2012-2023
  • Figure 25: Mobile voice traffic Latin America, 2012-2023
  • Figure 26: Overview of the main forecast outputs
  • Figure 27: Overview of the forecast methodology used in this report
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