市場調査レポート

米国の有線・無線の音声サービス:市場の脅威と機会

US Wireless & Wireline Voice: Threats and Opportunities, 2013-2018

発行 Insight Research Corporation 商品コード 296298
出版日 ページ情報 英文
納期: 即日から翌営業日
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米国の有線・無線の音声サービス:市場の脅威と機会 US Wireless & Wireline Voice: Threats and Opportunities, 2013-2018
出版日: 2014年02月19日 ページ情報: 英文
概要

この10年間で、音声通話は有線から無線サービスへと移行しました。1990年代には低かった無線の普及率も、今や米国の総人口を超えています。有線の顧客を保持して、無線・先進データ・会議・ビデオサービスへと移行させることが、サービスプロバイダーの生き残りには絶対に不可欠です。

当レポートでは、米国の音声サービス市場について調査分析し、キャリア別の詳細、加入プラン、加入者の動向、料金バンドルなどを提供し、5ヶ年の予測(収益・出荷台数・料金)も含めて、概略以下の構成でお届けいたします。

第1章 エグゼクティブサマリー

第2章 有線・無線サービスの動向

  • インターネットの増加
  • 有線からVoIPへの移行
  • 有線から無線への移行
  • 無線音声ピーキング
  • 無線データアクセス
  • 無線業界の課題

第3章 主要企業と市場シェア

  • Tier1:Duopoly Verizon、AT&T
  • Tier2:Sprint、T-Mobile
  • 新しい無線のNo.3を構築
  • CenturyLink
  • 遠隔通信市場の動向

第4章 音声収益の保持と収穫

  • ベースを保護
  • 新しい機会を探る

第5章 市場の予測

  • 調査手法
  • 遠隔通信と音声の動向
  • 有線サービスの動向
  • 無線サービスの動向
  • 結論

図表

目次

Voice calling has shifted from wireline to wireless services over the past decade. From low penetration rates in the 1990s, wireless subscriber penetration has exceeded the total US population, while wireline access lines continue to be disconnected at a ten percent annual rate. Given this market dynamic, it is critical for service providers to retain their customer base and the cash flow generated by over 300 million mobile users. Maintaining profitably will require a raft of innovations centered about service bundles and streamlining operations. Preserving wireline customers and migrating them to wireless, advanced data, conferencing, and video services is critical to service provider's survival. This study provides a comprehensive analysis of US voice services marketplace, including details by carrier, subscription plans, subscriber trends, pricing bundles, and minutes of use. The report provides five year forecasts of revenues, units, and pricing.

Introduction

Voice telecommunications services have been the bedrock of the industry since the telephone was invented by Alexander Graham Bell in 1870s. Voice services over fixed copper lines defined communications services as we know it today, while familiar terms such as "dialing," "ring-tone," and "call forwarding"-which are only meaningful in context with copper networks and rotary phones-are loosely used out of this context to describe wireless cell phones features and capabilities. What smartphone comes with a rotary dial? Voice calls are made with alacrity on either wired or wireless phones, so it is not the comparison of which device is chosen, but the combined usage and trends around voice communications that is of interest to us in this report.

In a US telecommunications services industry that will exceed $500 billion in annual revenues in 2013, voice services-both wireline and wireless-constitute over one-third of the industry revenues. Despite its long legacy and stable revenue flow, voice calling has finally peaked and is likely to decline going forward. The familiar time division multiplexing (TDM) method of transmitting and receiving independent signals over a common signal path by means of synchronized switches at each end of the transmission line has run its course in the business, and now packet or IP-based transmission formats are taking over. Over the past decade, voice usage, as measured in calls and minutes of use, has risen modestly, but calling has shifted from wireline to IP and wireless services, causing a rapid drop in wireline TDM voice services. From low penetration rates in the 1990s, wireless subscriber penetration now exceeds the entire US population, as everyone seems to have a cell phone-some have multiple, and families have more cell phones around the home than family members to use them. ...

Market Segmentation

FORECAST: 2013-2018

Voice Services (Wireline, Wireless)

  • Revenues by Service: Wireless, Wireline
  • Revenues by Sales Channel: Retail, Wholesale
  • Usage: Lines, Subscribers, MOUs
  • ARPU: Lines, Subscribers, MOUs

Wireline Services

  • Voice Service Revenue by Segment: Residential and Business
  • Voice Service Revenue by Technology: Legacy Voice vs Interconnected VoIP
  • End-User Switched Access Lines
  • Interconnected VoIP Subscriptions/Lines
  • Wireline Voice Penetration in US Households
  • Wireline Voice ARPU

Wireless Services

  • Phone and Connected Device Service Revenues
  • Contract Type Revenues: Post-Paid, Pre-Paid
  • Subscribers: Phone (Voice, Data), Connected Device (Data only)
  • Subscriber ARPU
  • Contract Type ARPU: Post-Paid, Pre-Paid
  • Connected Device ARPU
  • Service Revenue by Application: Voice and Data
  • Service ARPU by Application: Voice and Data
  • Voice Call Minutes of Use
  • Data Volume (Terabytes)
  • Subscribers by Device Type: Feature Phones, Smartphones, Connected Devices
  • Data Usage by Device Type: Feature Phones, Smartphones, Connected Table
  • Penetration by Device Type: Feature Phones, Smartphones, Connected Devices
  • Text Message Revenues, Volumes, ARPU

HISTORICAL, 2000-2013

  • US Telecommunications Market Share by Provider Type
  • US Wireline, Wireless Penetration
  • US Voice Service Revenue
  • US Voice Call Volumes
  • International Telephone US-Billed Revenue and ARPU
  • International Voice Call Volumes
  • US Basic Cable Phone Subscribers
  • Switched Access and VoIP Market Share
  • US Switched Access Lines and VoIP Unit Market Share
  • US VoIP and TDM Market Share by Revenue
  • US Wireless Subscribers/Connections
  • Mobile-Cellular Penetration
  • US Wireless Subscriber Net Adds
  • US Wireless Voice Minutes per Subscriber
  • US Total Wireless Voice MOUs
  • Text Message Volume
  • US Smartphone Market Share by Operating System
  • Smartphone Penetration
  • US Mobile Data Traffic Growth
  • US Wireless Revenue by Service
  • CAPEX per Dollar of Incremental Data Revenue
  • US Household Consumption and Telecommunications Expenditures
  • US Household Monthly Telecommunications Service Spending

Table of Contents

Chapter I EXECUTIVE SUMMARY

  • 1.1 Introduction
  • 1.2 Current Voice Market
  • 1.3 Market Forecast Summary

Chapter 2 WIRELINE AND WIRELESS SERVICE TRENDS

  • 2.1 Rise of the Internet
  • 2.2 Wireline to VoIP Migration
  • 2.3 Wireline to Wireless Migration
  • 2.4 Wireless Voice Peaking
  • 2.5 Wireless Data Access
  • 2.6 Challenges for Wireless Industry

Chapter 3 MAJOR PLAYERS AND MARKET SHARES

  • 3.1 Tier 1: Duopoly Verizon & AT&T
  • 3.2 Tier 2 Wireless Companies : Sprint / T-Mobile
  • 3.3 Creation of the New No.3 in Wireless
  • 3.4 CenturyLink
  • 3.5 Telecom Market Dynamics

Chapter IV VOICE REVENUE RETENTION AND HARVEST

  • 4.1 Protecting the Base
  • 4.2 Exploring New Opportunities

Chapter 5 MARKET FORECASTS

  • 5.1 Methodology
  • 5.2 Telecommunications and Voice Trends
  • 5.3 Wireline Services Trends
  • 5.4 Wireless Services Trends
  • 5.5 Conclusion

Table of Figures

Chapter I

  • I-1 US Telecommunications Revenue Compositions
  • I-2 US Voice Service Revenue, 2013-2018

Chapter II

  • II-1 US Voice Service Revenue, 2005-2012
  • II-2 US Telecommunications Revenue Compositions
  • II-3 US Wireline, Wireless Penetration, 1988-2012
  • II-4 US Local Telecommunications Market Share, 1996-2011
  • II-5 International Telephone US-Billed Revenue and ARPU
  • II-6 International Voice Call Volumes, 2005-2012
  • II-7 US Basic Cable Phone Subscribers, 1998-2012
  • II-8 Switched Access and VoIP Market Share, 1Q10
  • II-9 US Switched Access Lines and VoIP Unit Market Share
  • II-10 US VoIP and TDM Market Share by Revenue
  • II-11 US Voice Call Volumes, 2004-2011
  • II-12 US Household Telephone Status, 2008-2013
  • II-13 US Wireless Subscribers/Connections, 1990-2012
  • II-14 Mobile-Cellular Penetration, 2013
  • II-15 US Wireless Subscriber Net Adds, 2Q2010-2Q2013
  • II-16 US Wireless Penetration Rate vs. Wireless Subscriber Growth Rate
  • II-17 US Major Wireless Carriers EBITDA Margin, 3Q11-2Q13
  • II-18 US Wireless Voice Minutes per Subscriber per Month
  • II-19 US Total Wireless Voice MOUs, 2005-2012
  • II-20 Total Text Message Volume and Text Messages per Subscribers
  • II-21 Global Apple iPhone Sales, 2007-2012
  • II-22 US Smartphone Market Share by Operating System
  • II-23 Smartphone Penetration, 2009-2013
  • II-24 North America Mobile Data Growth - Cisco VNI
  • II-25 US Mobile Data Growth, 2010-2018
  • II-26 US Wireless Monthly ARPU by Service
  • II-27 US Wireless Revenue by Service, 2006-2012
  • II-28 LTE Coverage of the Big 4 National Carriers, 2010-2014
  • II-29 Cisco North America Mobile Data Forecast
  • II-30 Spectrum Holding per Million Subscribers by Carriers
  • II-31 Mobile Wireless Provider Spectrum Holdings by Band
  • II-32 Wireless Data Revenue and Traffic Growth Rate and Unit Revenue
  • II-33 CAPEX per Dollar of Incremental Data Revenue
  • II-34 OTT Messaging Applications Interfaces
  • II-35 Whatsapp Monthly Active Subscribers and Total Messages
  • II-36 US Household Total Consumption Expenditures Growth vs. Telecom Growth
  • II-37 US Household Monthly Telecommunications Service Spending

Chapter III

  • III-1 US Wireless Market Share
  • III-2 AT&T U-verse Revenue, 1Q2012-2Q2013
  • III-3 US Telecommunication Carriers Capital Expenditure
  • III-4 CenturyLink Revenue vs Total Liabilities

Chapter IV

  • IV-1 Wireline Voice ARPMin, 2005-2012
  • IV-2 US Video Subscribers Net Adds, 2Q 2010 - 2Q 2013
  • IV-3 US Broadband Internet Usage by Speeds and Technology
  • IV-4 US Home Broadband and Dial-up Adoption Trends
  • IV-5 Global M2M Connections by Technology

Chapter V

  • V-1 US Voice Service Revenue, 2013-2018
  • V-2 US Wireline, Wireless, Voice and Data Revenue
  • V-3 Wireline Voice Penetration in US Households, 2012-2018

<>2Table of Tables

Chapter II

  • II-1 AT&T Wireline Voice EBITDA Estimates,
  • II-2 US Wireless Carriers 4G LTE Coverage as of October 2013
  • II-3 Prepaid Smartphone Plan Comparison

Chapter III

  • III-1 US Top Four Telecom Carriers Comparison
  • III-2 CenturyLink Revenue and EBITDA, 2008-2012

Chapter IV

  • IV-1 Voice Plans, Rates
  • IV-2 US Mobile Data Network Speed

Chapter V

  • V-1 US Voice Service Revenue, 2013-2018
  • V-2 US Voice Call Volumes in Minutes of Use, 2013-2018
  • V-3 US Wireline, Wireless, Voice and Data Revenue, 2013-2018
  • V-4 US Wireline Voice Service Revenue, 2013-2018
  • V-5 US Wireline Voice Service Revenue by Segment, 2013-2018
  • V-6 US Wireline Voice Service Revenue, Legacy Voice vs Interconnected VoIP
  • V-7 US End-User Switched Access Lines, 2013-2018
  • V-8 US Interconnected VoIP Subscriptions/Lines, 2013-2018
  • V-9 US Voice Access Lines (Including Interconnected VoIP), 2013-2018
  • V-10 US Wireline Voice Monthly ARPU (per Line), 2013-2018
  • V-11 US Wireless Service Revenues by Plan Type: Phone, Connected Device
  • V-12 US Wireless Phone Service Revenue by Contract Type: Post-Paid, Pre-Paid
  • V-13 US Wireless Connected Device Service Revenue by Sales Channel: Retail, Wholesale
  • V-14 US Wireless Subscribers by Plan Type: Phone, Connected Device
  • V-15 US Wireless Phone Subscribers by Contract Type
  • V-17 Total US Wireless ARPU by Plan Type: Phone, Connected Device, 2013-2018
  • V-18 US Wireless Phone ARPU by Contract Type: Post-Paid, Pre-Paid
  • V-19 US Wireless Connected Device ARPU by Sales Channel
  • V-20 US Wireless Service Revenues by Application: Voice and Data
  • V-21 US Wireless ARPU by Application: Voice and Data
  • V-22 US Wireless Voice Call Minutes of Use, 2013-2018
  • V-23 US Wireless Voice Monthly Minutes of Use per Phone Subscriber
  • V-24 US Wireless Data Monthly Volume, 2013-2018
  • V-25 US Smartphone and Retail Connected Device Subscribers
  • V-26 US Smartphone and Retail Connected Device Data Usage per Month per Subscriber
  • V-27 US Wireless Penetration by Device, 2013-2018
  • V-28 US Text Message Forecast: Revenue, Volume, ARPU
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