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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):通信事業者への影響

OTT Communication Services: VoIP - IP Messaging - Social Networking - Harm or Opportunity for Telcos?

発行 IDATE DigiWorld 商品コード 321841
出版日 ページ情報 英文 64 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):通信事業者への影響 OTT Communication Services: VoIP - IP Messaging - Social Networking - Harm or Opportunity for Telcos?
出版日: 2015年10月16日 ページ情報: 英文 64 Pages
概要

当レポートでは、世界のOTT通信市場の動向について調査し、市場全体およびサービス区分別の市場規模の推移と予測、地域別シェア、主要OTT事業者の戦略、通信事業者による対抗策、戦略に関する提言、ケーススタディ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(video over IPも含む)
    • IPメッセージング
    • ソーシャルネットワーク
    • 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
    • 市場規模
    • 市場構造 /エコシステム
  • ソーシャルネットワーク
    • 市場規模
    • 市場構造 /エコシステム

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
  • Facebook
  • WhatsApp
  • Google
  • Microsoft
  • Apple
  • LINE
  • WeChat

第5章 通信事業者の位置付け

  • 通信事業者による懸念
  • 通信事業者による主な戦略的対抗
    • 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がある
    • 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

図表

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目次
Product Code: M15145IN2

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 (such as Skype), the IP messaging market (such as WhatsApp), and a portion of the social networking advertising market (such as Facebook) make up the OTT communication market, and the dynamics of each of these market segments are examined.

The various business models that have appeared, 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 communication market. The myth of 'OTTs taking away telco revenues' is scrutinised, together with the effectiveness of the responses available to telcos.

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. 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

4. OTT player strategies

  • 4.1. Overview
    • 4.1.1. Comparison of players
    • 4.1.2. Aggregation of communication services by OTTs
  • 4.2. Facebook
  • 4.3. WhatsApp
  • 4.4. Google
  • 4.5. Microsoft
  • 4.6. Apple
  • 4.7. LINE
  • 4.8. WeChat

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. Participate in 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
  • 6.3. Various OTT strategies required to match 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 much less attractive
    • 6.3.3. Mobile VoIP yet to see the same levels of penetration as messaging

Report's tables and figures

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, 2012-2019
  • Figure 4: Regional shares of OTT communication service market, 2015 and 2019
  • Figure 5: Breakdown of global OTT communication market by segment, 2015 and 2019
  • Figure 6: OTT VoIP market worldwide, 2012-2019
  • Figure 7: Regional shares of VoIP market, 2015 and 2019
  • Figure 8: OTT IP messaging market worldwide, 2012-2019
  • Figure 9: Regional shares of IP messaging market, 2014 and 2019
  • Figure 10: Ranking of mobile messaging/chat apps, Q3 2014
  • Figure 11: Social networking communication market worldwide, 2012-2019
  • Figure 12: Regional shares of social networking communication market, 2015 and 2019
  • Figure 13: Leading social networks worldwide as of August 2015, by active monthly users
  • Figure 14: OTT communication service provider categories and examples
  • Figure 15: Video-calling option within Facebook Messenger
  • Figure 16: Voice and video calling through Facebook Messenger app
  • Figure 17: Messenger content tool platform
  • Figure 18: Messenger Business Chat
  • Figure 19: The WhatsApp application
  • Figure 20: WhatsApp voice-calling service
  • Figure 21: Google Hangout Website
  • Figure 22: Message displayed by Windows Live Messenger on download page
  • Figure 23: iOS8 iMessage allows easy voice messaging
  • Figure 24: Stickers available in the LINE app
  • Figure 25: Examples of LINE platform services
  • Figure 26: WeChat application
  • Figure 27: Main features of WeChat app
  • Figure 28: WeChat connection platform
  • Figure 29: The value flow with and without OTT communication providers
  • Figure 30: Orange 'Livebox Zen' STB offer, including fixed VoIP
  • Figure 31 : M6 Mobile (by Orange) with unlimited SMS and two hours free calling
  • Figure 32: WTF plans by Optimus in Portugal, with unlimited popular OTT communication access
  • Figure 33: TU Go, by Telefónica
  • Figure 34: TU Go for Web interface, by Telefónica
  • Figure 35: The Orange Libon communication app
  • Figure 36: Sosh (by Orange) tariffs which include the use of Libon
  • Figure 37: The appear.in browser-based service for video conversations
  • Figure 38: appear.in apps for iOS and Android phones
  • Figure 39: Skyway WebRTC platform
  • Figure 40: Scenarios with AT&T Enhanced WebRTC API
  • Figure 41: The Joyn service led by the GSMA
  • Figure 42: RCS Momentum Builds Globally as of November 2014
  • Figure 43: Deutsche Telekom RCS services
  • Figure 44: AT&T offer in unified communications
  • Figure 45: Key features of the Bobsled app by T-Mobile USA
  • Figure 46: The Swisscom telco-OTT iO app
  • Figure 47: The TIM Brazil telco-OTT 'blah' app
  • Figure 48: Verizon Messages app
  • Figure 49: Potential in communications areas
  • Figure 50: Total telco communication vs OTT communication revenues, 2012-2019
  • Figure 51: Breakdown of global OTT communication market by segment, 2015 and 2019
  • Figure 52: OTT communication services as part of a broader platform strategy
  • Figure 53: Stickers and games from WeChat
  • Figure 54: Medical retailer selling goods within WeChat
  • Figure 55: Penetration of IP messaging and dominant providers in 11 select countries
  • Figure 56: The original LINE character 'Moon' (left), and the Brazilian version (right)
  • Figure 57: Reasons for not using mobile VoIP

List of players reviewed/mentioned

OTT players

  • Alibaba
  • Apple
  • Facebook
  • Google
  • Kakao Talk
  • LINE
  • Microsoft
  • Rakuten
  • Skype
  • Tango
  • Viber
  • WeChat
  • WhatsApp

Telcos

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