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市場調査レポート

OTT通信サービス市場:VoIP・IPメッセージング・ソーシャルネットワーキング・ユニファイド通信・CPaaS

OTT Communication Services: VoIP, IP Messaging, Social Networking, Unified Communication and CPaaS

発行 IDATE DigiWorld 商品コード 321841
出版日 ページ情報 英文 67 Pages
納期: 即日から翌営業日
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OTT通信サービス市場:VoIP・IPメッセージング・ソーシャルネットワーキング・ユニファイド通信・CPaaS OTT Communication Services: VoIP, IP Messaging, Social Networking, Unified Communication and CPaaS
出版日: 2016年12月20日 ページ情報: 英文 67 Pages
概要

当レポートでは、世界のOTT通信市場について詳細に分析し、市場を構成する各セグメントの分析、主要企業の戦略分析、近年の買収動向、およびTelco (通信事業者) 通信市場の比較などをまとめています。

第1章 エグゼクティブサマリー

第2章 調査手法・主要概念

  • IDATEレポートの一般的手法
  • 主要概念
    • VoIP (VoIPも含む)
    • IPメッセージング
    • ソーシャルネットワーク
    • ユニファイド通信
    • クラウド通信プラットフォーム/CPaaS (通信プラットフォーム・アズ・ア・サービス)
    • ビジネスモデル

第3章 通信市場

  • 概要
  • VoIP
    • 市場規模
    • 市場構造 /エコシステム
  • IPメッセージング
  • ソーシャルネットワーク
  • ユニファイド通信
  • クラウド通信プラットフォーム/CPaaS

第4章 OTT事業者の戦略

  • 概要
    • 事業者の比較
    • OTTによる通信サービスのアグリゲーション
  • Google
  • Facebook
  • Microsoft
  • WhatsApp
  • WeChat
  • Cisco
  • Twilio

第5章 通信事業者 (Telco) の位置付け

  • なぜTelcoは懸念しているのか?
  • 通信事業者による主な戦略的な対応
    • ネットワーク上でのOTTアプリケーションの禁止
    • バンドリング:無制限または十分なパッケージ提供
    • OTTプロバイダーとの提携
    • 通信事業者によるOTTの提供
    • GSMA主導のRCSeへの参加
  • 他の通信事業者によるイニシアチブ

第6章 総論 / 戦略的分析

  • OTT通信:通信事業者の収益への影響は最小レベル
  • プラットフォーム戦略の一部としてのOTT通信サービス
  • 各種OTT戦略:国ごとの特徴との適合性を確認する必要
    • ケーススタディ:スペイン
    • ケーススタディ:フランス
    • モバイルVoIP:メッセージングと同レベルにまでは普及していない
  • TelcoのVoLTEに対する注目

図表

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目次
Product Code: M16145IN2

This report provides an in-depth analysis of the OTT communications market, both through figures and forecasts of market value (global, EU28, APAC and US), and through strategic analyses of the major players concerned.

The VoIP market (e.g., Microsoft Skype), the IP messaging market (e.g., WhatsApp), a portion of the social networking advertising market (e.g., Facebook), Unified Communications (e.g., Cisco) and Cloud communications markets (e.g., Twillio) make up the OTT communication market. The dynamics of each of these market segments are examined as well.

The various business models that have appeared, the platform strategies of different types of players, and the recent trends of acquisitions in the market, are also analysed.

One of the key analyses in this report is the comparison with the telco communications market. The myth of 'OTTs taking away telco revenues' is scrutinised, together with the effectiveness of the responses available to telcos, as well as the future path towards VoLTE.

Main players mentioned in the report:

  • OTT players: Google, Facebook, Microsoft, Skype, WhatsApp, WeChat, LINE, Kakao Talk, Viber, Tango, Rakuten, Twillio, Avaya, Cisco, Tropo.
  • Telcos: Orange, Telefonica, AT&T, Deutsche Telekom, TIM Brazil, Swisscom, Verizon, Vodafone

Table of Contents

1. Executive Summary

2. Methodology & main concepts

  • 2.1. General methodology of IDATE's reports
  • 2.2. Main Concepts
    • 2.2.1. VoIP (including video over IP)
    • 2.2.2. IP messaging
    • 2.2.3. Social networks
    • 2.2.4. Unified Communications
    • 2.2.5. Cloud communications platforms / CPaaS (Communications Platform as a Service)
    • 2.2.6. Business Models

3. Communication markets

  • 3.1. Overview
  • 3.2. VoIP
    • 3.2.1. Market size
    • 3.2.2. Market structure / ecosystem
  • 3.3. IP messaging
    • 3.3.1. Market size
    • 3.3.2. Market structure / ecosystem
  • 3.4. Social networks
    • 3.4.1. Market size
    • 3.4.2. Market structure / ecosystem
  • 3.5. Unified Communications
    • 3.5.1. Market Size
    • 3.5.2. Market Structure / Ecosystem
  • 3.6. Cloud Communications Platforms / CPaaS
    • 3.6.1. Market Size
    • 3.6.2. Market Structure / Ecosystem

4. OTT player strategies

  • 4.1. Overview
    • 4.1.1. Comparison of Players
    • 4.1.2. Aggregation of communication services by OTTs
  • 4.2. Google
    • 4.2.1. The Complete Package by Google
    • 4.2.2. Rich Communication Services (RCS)
    • 4.2.3. Strategy
  • 4.3. Facebook
    • 4.3.1. Messaging
    • 4.3.2. Voice
    • 4.3.3. Messenger Platform for eCommerce
    • 4.3.4. Facebook Workplace
    • 4.3.5. Strategy
  • 4.4. Microsoft
    • 4.4.1. Voice and Instant Messaging Now Through Skype
    • 4.4.2. Emailing
    • 4.4.3. Skype for Business
    • 4.4.4. Strategy
  • 4.5. WhatsApp
    • 4.5.1. Messaging and Voice
    • 4.5.2. Business Model
    • 4.5.3. Strategy
  • 4.6. WeChat
    • 4.6.1. Messaging nd Voice
    • 4.6.2. Platform strategy
  • 4.7. Cisco
  • 4.8. Twilio

5. Telco positioning

  • 5.1. Why are the telcos concerned?
  • 5.2. The main strategic reactions by the telcos
    • 5.2.1. Prohibit OTT applications on the network
    • 5.2.2. Bundling; Unlimited or Abundant Packaged offers
    • 5.2.3. Partnerships with OTT providers
    • 5.2.4. Provision of telco-OTT
    • 5.2.5. GSMA-led RCSe initiative
  • 5.3. Other telco initiatives

6. Conclusion / Strategic Analysis

  • 6.1. OTT communication has minimal impact on telco revenues
  • 6.2. OTT communication services as part of the platform strategy
    • 6.2.1. Consumer Market
    • 6.2.2. Business Market
  • 6.3. Various OTT strategies required to address country characteristics
    • 6.3.1. Case study of Spain; the lesser-known impact of LINE in Spain
    • 6.3.2. Case study of France; where the merits of IP messaging are seen as less attractive
    • 6.3.3. Mobile VoIP yet to see the same levels of penetration as messaging
  • 6.4. Telcos' focus towards VoLTE

Tables

  • Table 1: OTT communication services provided by OTTs
  • Table 2: Skype finances, 2007 to 2010 (pre-acquisition by Microsoft)

Figures

  • Figure 1: The WebRTC site, maintained by Google's Chrome team
  • Figure 2: OTT communication service business models and examples of adopters
  • Figure 3: OTT communication services market worldwide, 2012-2020
  • Figure 4: Regional shares of the OTT communication services market, 2016 and 2020
  • Figure 5: Breakdown of the global OTT communications market by segment, 2016 and 2020
  • Figure 6: OTT VoIP market worldwide, 2012-2020
  • Figure 7: Regional shares of the VoIP market, 2016 and 2020
  • Figure 8: OTT IP messaging market worldwide, 2012-2020
  • Figure 9: Regional shares of IP messaging market, 2016 and 2020
  • Figure 10: Active users of messaging / chat / VoIP services, as of January 2016
  • Figure 11: Social networking communication market worldwide, 2012-2020
  • Figure 12: Regional shares of the social networking communication market, 2016 and 2020
  • Figure 13: Leading social networks worldwide as of January 2016, by active monthly users
  • Figure 14: Unified communications market size 2014-2020
  • Figure 15: Overview of the main players on the professional unified communications market
  • Figure 16: CPaaS market size 2014-2018
  • Figure 17 : The CPaaS market structure; increasing involvement of major traditional communication players
  • Figure 18: OTT communication service provider categories and examples
  • Figure 19: Video-calling option within Facebook Messenger
  • Figure 20: Google G Suite for business users
  • Figure 21: Google Hangout Website
  • Figure 22 : Google Allo (left) and Duo (right) Apps
  • Figure 23: Instant Video inside a live chat in Facebook Messenger
  • Figure 24: Messenger Business Chat (left) and chatbot (right)
  • Figure 25 : Direct purchase within Messenger
  • Figure 26: Workplace by Facebook
  • Figure 27: Message displayed by Windows Live Messenger on the download page
  • Figure 28 : Skype for Business
  • Figure 29: The WhatsApp application
  • Figure 30: WeChat application
  • Figure 31: Main features of the WeChat app
  • Figure 32: WeChat connection platform
  • Figure 33 : Cisco Spark UCaaS solution
  • Figure 34 : Uber is an oft used example of a major tech company integrating Twilio
  • Figure 35 : Twilio's two-factor authentication product
  • Figure 36 : Twilio offers simple pay-as-you-go pricing, focusing on scalability
  • Figure 37: The value flow with and without OTT communication providers
  • Figure 38: Orange 'Livebox Zen' STB offer, including fixed VoIP
  • Figure 39 : Sosh (by Orange) with unlimited SMS and at least two hours free calling
  • Figure 40: TU Go for Web interface, by Telefónica
  • Figure 41: TU Go, by Telefónica
  • Figure 42: The Orange Libon app
  • Figure 43: Sosh (by Orange) tariffs which include the use of Libon
  • Figure 44: How to set up a video chat with appear.in
  • Figure 45: appear.in apps for iOS and Android phones
  • Figure 46: Skyway WebRTC platform
  • Figure 47: Scenarios with AT&T Enhanced WebRTC API
  • Figure 48 : AT&T Enhanced WebRTC Pricing
  • Figure 49 : Google technology for the RCS ecosystem via Jibe
  • Figure 50: AT&T offer in unified communications
  • Figure 51: The Swisscom telco-OTT iO app
  • Figure 52: Verizon Messages app
  • Figure 53: Potential in communications areas
  • Figure 54: Total telco communication vs OTT communication revenues, 2012-2020 (Billion EUR)
  • Figure 55: Mobile revenue growth: impact of MTR, roaming GDP
  • Figure 56: Breakdown of the global OTT communications market by segment, 2016 and 2020
  • Figure 57: OTT communication services as part of a broader platform strategy
  • Figure 58: Stickers and games from WeChat
  • Figure 59: Medical retailer selling goods within WeChat
  • Figure 60 : UC service providers involved in CPaaS
  • Figure 61: Penetration of IP messaging and dominant providers in 11 selected countries
  • Figure 62: The original LINE character 'Moon' (left), and the Brazilian version (right)
  • Figure 63: Reasons for not using mobile VoIP
  • Figure 64: Joyn timeline to failure
  • Figure 65: Three InTouch app for Wi-Fi calling
  • Figure 66: WLAN Call by Deutsche Telekom Germany

List of players reviewed/mentioned

OTT players

  • Alibaba
  • Apple
  • Avaya
  • Cisco
  • Facebook
  • Google
  • Kakao Talk
  • LINE
  • Microsoft
  • Rakuten
  • Skype
  • Tango
  • Tropo
  • Twilio
  • Viber
  • WeChat
  • WhatsApp

Telcos

  • AT&T
  • Deutsche Telekom
  • Orange
  • Swisscom
  • Telefónica
  • TIM Brazil
  • Verizon
  • Vodafone

Slideshow contents

  • Introduction: the communication market's key figures and messages
  • Total consumer OTT communications market to reach 24.1 billion EUR by 2020
  • Large regional discrepancies, depending on communication segment
  • OTT communications have little revenue impact when compared to the telco market
  • Doubts remain over business models of VoIP and IP messaging services
  • Rapid growth of the business OTT market, with the CPaaS market skyrocketing
  • Various business models; successful revenue generation in the Southeast Asia
  • OTT communication services as part of the platform strategy
  • Telcos are required to invest in their networks, whereas OTTs are not
  • The five main telco strategies in response to the rising OTT
  • Telcos' focus has switched from RCSe (Joyn) towards VoLTE
  • Strategies need to be adapted locally depending on OTT penetration levels
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