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モバイルオペレーターの将来のビジネスモデル:ブロードバンド・各種提携・ホールセール・モバイル 2.0(第2版)

Future Mobile Operator Business Models: Broadband, Partnerships, Wholesale and Mobile 2.0, 2nd Edition

発行 Ovum, Ltd. 商品コード 94988
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
こちらの商品の販売は終了いたしました。
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モバイルオペレーターの将来のビジネスモデル:ブロードバンド・各種提携・ホールセール・モバイル 2.0(第2版) Future Mobile Operator Business Models: Broadband, Partnerships, Wholesale and Mobile 2.0, 2nd Edition
出版日: 2010年11月09日 ページ情報: 英文

当商品の販売は、2016年07月01日を持ちまして終了しました。

概要

当レポートでは、世界のモバイルオペレーターの現状と見通しについて調査分析し、ビジネスの現状、新しいエコシステムのための新しいビジネスモデル、OTT企業との提携によるメリット、OTT企業への移行のケーススタディ、新しいビジネスモデルの実現因子、モバイル市場の各種データ・予測などをまとめ、PowerPoint、PDF、Excelフォーマットにて概略以下の構成でお届けいたします。

調査内容

  • 新しいモバイルエコシステムのためのモバイルオペレーターのビジネスモデル
  • スマートネットワークに向けたビジネスモデルのコンバージェンス
  • 顧客による利用とリテールの役割
  • OTT企業のマネタイズ化
  • OTT企業への移行
  • 新しいビジネスモデル実現因子
  • モバイルブロードバンドとモバイルインターネット
  • 価格・ロイヤルティ・保持、など

市場データ・予測

  • 世界のモバイル収益予測:2010-2015年
  • 世界のモバイル音声・データ総収益予測:2010-2015年
  • 世界のモバイル加入予測:2010-2015年
  • モバイルテレフォニーのユニークユーザー数予測:2010-2015年
  • 主要オペレーターのM2M接続、など
目次

“If mobile operators do not enter into partnerships across a number of different functions they will be left behind by other more powerful brands and robust business models.” Dario Talmesio, Senior Analyst, Informa Telecoms & Media.

Every mobile operator CEO in every developed market is aware of the need to explore new business models. Slowing revenue growth, the entry of new players and brands into the mobile business, and mobile operators' seeming inability to create a demand for services other than basic connectivity and access, means mobile operators are having to take a long, hard look at where they can add value.

New for 2010:

  • New focus on three main business models being applied by mobile
  • Detailed analysis of new business models launched in 2008 and 2009
  • Mobile operator strategies for mobile applications development and distribution
  • New focus on smart pipe strategies, APIs and application stores
  • New focus on loyalty retention and pricing and monetising strategies

Mobile operators have adopted partnerships and crowd sourcing strategies to enter adjacent markets and develop new business segments. Some will prove successful some have uncertain future. LTE and high speed networks will open up opportunities for new business models other than monetising plain access revenues, meaning that mobile operators need to establish their new identity in the value chain.

Key coverage:

An in-depth assessment and analysis of the financial crises and its impact in developed and emerging markets - this analysis includes detailed information relating to subscribers and subscription growth, share price and EBITDA trends, revenues and ARPU, CAPEX, churn, and subscriber acquisition costs.

A breakdown of the main adjacent markets which are targeted by mobile operators in the short, medium and long term - covering the sustainability of entertainment, mobile commerce and mobile banking, mobile health, vertical sectors, M2M, Enterprise and IT services.

An analysis of three main business models adopted by mobile and the role that operators will have in holding the primary relationship with their customers - including partnership strategies and models, service bundling, wholesale and ‘smart' pipes and Mobile Application Stores.

An analysis of new core services and the role of mobile internet and mobile broadband in mobile operators revenues, investment and profitability.

Key case studies - analysis of mobile operators with innovative new business models including fixed-mobile convergence, wholesale, mobile VoIP, internet partnerships and crowd sourcing.

Regional forecasts to 2013 for key operators KPIs - including subscription and revenue growth, mobile content and advertising revenues and mobile broadband.

Table of Contents

  • Future Mobile Operator Business Models 2nd edition Executive Summary - PowerPoint file (30 slides)
  • The mobile industry's prospects will take it in two directions: Data revenues and rural developments Fig. 1: Global mobile subscriptions vs. unique users (subscribers), 2010-2015
    • Fig. 2: Urban vs. overall country mobile penetration in selected markets, Jun-10
    • Fig. 3: Global mobile service revenues, 2010-2015
    • Fig. 4: Global mobile voice and data service revenues, 2010-2015
    • Fig. 5: M2M connections, selected operators, end-09
    • Fig. 6: Global mobile revenues, voice vs. data, 2010 and 2015
    • Fig. 7: Global mobile revenues, regional market shares, 2010 and 2015
    • Fig. 8: Global mobile revenues, by region, 2010-2015
    • Fig. 9: Africa, mobile voice and data service revenues, 2010-2015
    • Fig. 10: Latin America, mobile voice and data service revenues, 2010-2015
    • Fig. 11: Asia Pacific, mobile voice and data service revenues, 2010-2015
    • Fig. 12: North America, mobile voice and data service revenues, 2010-2015
    • Fig. 13: Middle East, mobile voice and data service revenues, 2010-2015
    • Fig. 14: Eastern Europe, mobile voice and data service revenues, 2010-2015
    • Fig. 15: Western Europe, mobile voice and data service revenues, 2010-2015
  • New business models for the emerging mobile ecosystem
    • Fig. 1: Converging business models
    • Fig. 2: Two-sided markets
    • Fig. 3: New business models will transform customer experience management and retail experience
    • Fig. 4: Consumers buy the device from a vendor and SIM-only connectivity from the operator
    • Fig. 5: Apple's iPad is sold with operator connectivity
    • Fig. 6: O2 UK Simplicity plan
    • Fig. 7: Zeebo business model vs. mobile operator business models
    • Fig. 8: Amazon Kindle business models
    • Fig. 9: Pandigital's Photo Mail Digital Photo Frame
    • Fig. 10: Skype's partnership with 3 UK
    • Fig. 11: Vodafone 360: Main applications suite
    • Fig. 12: O2 Global Friends
  • Enablers to the new mobile ecosystem and new business models
    • Fig. 1: Orange UK's Click and Collect service
    • Fig. 2: EverythingEverywhere, effects of introducing a “click and collect” facility
    • Fig. 3: Range of MTS-branded handsets
    • Fig. 4: 2004 MTS-branded handset, the MTS i42
    • Fig. 5: Russia, average handset price, 1Q09-2Q10
    • Fig. 6: MTS Qwerty handset
    • Fig. 7: Active network sharing: Key drivers and inhibitors
    • Fig. 8: Vodafone Group: Network-sharing history
    • Fig. 9: Global, major managed service contract awards, by sub-category and region, 2009
    • Fig. 10: Europe, fixed-mobile integration status of the operators
    • Fig. 11: Vodafone Group, fixed-line revenue as a percentage of total service revenues, 2Q-FY08/09 to 1QFY10/11
    • Fig. 12: Savings and synergies of the new bundled products and services
    • Fig. 13: Global, geographic spread of free-download mobile application stores
    • Fig. 14: Global, geographic spread of paid-download mobile application stores
    • Fig. 15: Global spread of top application stores
    • Fig. 16: Estimated Apple App Store revenue, 2Q08-1Q10
    • Fig. 17: Global, mobile application stores by revenue-share model
    • Fig. 18: Continued strong growth in Mobility Sweden
    • Fig. 19: MTN's 0.facebook.com service
    • Fig. 20: Bebo acquisition: “New” prepay customers
    • Fig. 21: Age profile of O2's Bebo mobile users, May-08
    • Fig. 22: O2 Ireland: Advantages, disadvantages and business model of Internet partnerships
    • Fig. 23: MVNOs expected to move into new markets
    • Fig. 24: Betavine API structure
    • Fig. 25: Selected Web-related open-API initiatives
    • Fig. 26: OneAPI Canadian pilot
    • Fig. 27: Nokia Siemens Networks: Statistics from commercial HSDPA networks
    • Fig. 28: Factors influencing quality of service (QoS) strategies
    • Fig. 29: Femtocell commercial launches as of Jul-10
    • Fig. 30: TeliaSonera, mobile broadband pricing scheme, 2H10
  • Mobile Broadband
  • Mobile broadband and Mobile Internet
    • Fig. 1: The two models of the Mobile Internet
    • Fig. 2: Theoretical evolution of the Mobile Internet
    • Fig. 3: A Google Chrome advert providing an example of the way in which a PC user can search and Internet
    • Fig. 4: OEM browser summary table
    • Fig. 5: Segmentation of mobile handset OS platforms and application environments by openness
    • Fig. 6: Mobile network generations
    • Fig. 7: Global mobile subscribers, by technology generation, 2008-2014
    • Fig. 8: Example tariff configurations for mobile broadband, 1H09
    • Fig. 9: Distribution of prepaid billing units for mobile broadband by region, 1Q09
  • Mobile broadband and its impact on the mobile operator business model
    • Fig. 1: Asia Pacific, mobile (portable) broadband as a percentage of total subscriptions and revenues, 2008-2014
    • Fig. 2: Western Europe, mobile (portable) broadband as a percentage of total subscriptions and revenues, 2008-2014
    • Fig. 3: North America, mobile (portable) broadband as a percentage of total subscriptions and revenues, 2008-2014
    • Fig. 4: Eastern Europe, mobile (portable) broadband as a percentage of total subscriptions and revenues, 2008-2014
    • Fig. 5: Latin America, mobile (portable) broadband as a percentage of total subscriptions and revenues, 2008-2014
    • Fig. 6: Middle East, mobile (portable) broadband as a percentage of total subscriptions and revenues, 2008-2014
    • Fig. 7: Africa, mobile (portable) broadband as a percentage of total subscriptions and revenues, 2008-2014
    • Fig. 8: Selected markets, average price of mobile broadband services, 2Q09
    • Fig. 9: Tele2, mobile broadband ARPU, 3Q07-3Q09
    • Fig. 10: Vimpelcom, ARPU, 2Q08-2Q09
    • Fig. 11: Examples of mobile data traffic growth
    • Fig. 12: Austria: where mobile means fixed
    • Fig. 13: Selected markets, mobile broadband traffic by usage location, 2009
    • Fig. 14: Telekom Austria combined DSL/HSPA offering
    • Fig. 15: Traffic management: a key priority for mobile operators in the mobile broadband era
  • Pricing, loyalty and retention will be crucial to the implementation of new business models
    • Fig. 1: Total number of consumer and business tariff plans offered, selected operators, 2Q09
    • Fig. 2: Survey: What percentage of your subscriber base uses/will use hybrid plans?
    • Fig. 3: Relative strengths and weaknesses of the walled-garden, dumb-pipe and smart-pipe approaches
    • Fig. 4: Reasons to bundle or not to bundle mobile broadband
    • Fig. 5: Customer retention and loyalty sub-segments
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