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5Gの収益化:ギガビットLTEおよび5Gはより多くの収益をもたらすか?

5G Monetisation: Will Gigabit LTE and 5G Bring Higher Revenues?

発行 IDATE DigiWorld 商品コード 557317
出版日 ページ情報 英文 61 Pages
納期: 即日から翌営業日
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5Gの収益化:ギガビットLTEおよび5Gはより多くの収益をもたらすか? 5G Monetisation: Will Gigabit LTE and 5G Bring Higher Revenues?
出版日: 2017年09月12日 ページ情報: 英文 61 Pages
概要

当レポートでは、4Gおよび5Gの収益化について取り上げ、現在の4Gを収益化する方法の調査、5G収益化への経路・4Gが直面した問題を避ける方法についての検証、5Gが生み出すと見込まれる新たなビジネスモデル・バリューチェーンに関する見解、および5G収益化の3つのシナリオについての分析などを提供しています。

第1章 エグゼクティブサマリー

第2章 調査手法・定義

第3章 LTEの収益化

  • LTEは現在どのように収益化されているのか?
  • 欧州においてLTEの収益かは依然として難しい
  • LTE投資は利益になっているか?

第4章 5GはLTEビジネスモデルを殺すのか?

  • 5Gは以前のモバイル技術よりも特異性があるか?
  • 多くの5G技術試験は5G機能を検証
  • 5Gは新たな機会をもたらす
  • 5G収益化の3つのシナリオ

第5章 市場予測

  • LTE市場の予測
  • 5G市場の予測

第6章 付録:オペレーターのベンチマーク

第7章 用語集

図表リスト

目次
Product Code: M17430MR

This study on the monetisation of 4G and 5G first examines how 4G is currently monetised by MNOs given that this is a key challenge for the industry as a whole.

It then explores in depth the paths to monetising 5G and how to avoid the traps and pitfalls encountered with 4G.

The study gives views on the new business models and value chains that are likely to be created by 5G.

Finally, it analyses three scenarios for 5G monetisation.

Table of Contents

1. Executive Summary

  • 1.1. LTE monetisation
    • 1.1.1. How is LTE currently monetised?
    • 1.1.2. LTE is still difficult to monetise
  • 1.2. How could 5G get rid of LTE models?
    • 1.2.1. Specific technological components to enable 5G
    • 1.2.2. 5G new opportunities
    • 1.2.3. Three scenarios for 5G monetisation
  • 1.3. Market forecasts

2. Methodology and definitions

  • 2.1. General methodology of IDATE DigiWorld's reports
  • 2.2. Market assessment and forecasts

3. LTE monetisation

  • 3.1. How is LTE currently monetised?
    • 3.1.1. Volume-based billing
    • 3.1.2. Speed-based pricing
    • 3.1.3. Vertically integrated companies' content strategies: HD video a new criterion
  • 3.2. LTE is still difficult to monetise in Europe
  • 3.3. Has LTE investment been profitable?

4. Will 5G kill LTE business models?

  • 4.1. 5G has more specificities than former mobile technologies
    • 4.1.1. Key challenges and design principles
    • 4.1.2. Key technological components to meet key challenges
    • 4.1.3. MNOs' benefits from network slicing and virtualisation
  • 4.2. A host of 5G technical trials are validating 5G capabilities
  • 4.3. 5G brings in new opportunities
    • 4.3.1. 5G is expected to enhance current use cases and expand to new ones
    • 4.3.2. 5G will integrate many technologies - cellular, wireless, LPWAN IoT and more. Usage will be truly gigantic, necessitating new ideas
    • 4.3.3. 5G eases arrival of new players on network portions or advent of new arrangements
  • 4.4. Three scenarios for 5G monetisation
    • 4.4.1. Factors affecting scenarios
    • 4.4.2. Scenario 1: eMBB, immersive and interactive Virtual Reality /Augmented Reality (VR/AR)
    • 4.4.3. Scenario 2: Ultra-reliable MTC/Ultra-Reliable Low-Latency Communications (uMTC/uRLLC)
    • 4.4.4. Scenario 3: Massive IoT and verticals
    • 4.4.5. Wrap-up

5. Market forecasts

  • 5.1. LTE market forecasts
    • 5.1.1. SIM LTE estimates and forecasts
    • 5.1.2. LTE revenues estimates and forecasts
  • 5.2. 5G market forecasts

6. Annex: operator benchmark

7. Glossary

List of tables and figures

Tables

  • Table 1: Overview of key features for the three scenarios
  • Table 2: Pricing parameters for mobile plans
  • Table 3: Operator data allowances
  • Table 4: Unlimited plans in Europe
  • Table 5: The Swisscom Natel Infinity product line
  • Table 6: Vodafone's DE plans
  • Table 7: SFR product line
  • Table 8: Mobile operator value-added content services
  • Table 9: Movistar: Mobistar quadruple play bundles
  • Table 10: 5th percentile user spectral efficiency, as defined by ITU-WP5D
  • Table 11: Emerging video formats
  • Table 12: Features of 5G to the home
  • Table 13: Wireless surgery and wireless robots key features
  • Table 14: Massive IoT and verticals key features
  • Table 15: Key features overview for the three scenarios
  • Table 16: Post-paid mobile data plans associated with a smartphone

Figures

  • Figure 1: How mobile traffic is evolving
  • Figure 2: Mobile ARPU decline in selected West European countries
  • Figure 3: EBITDA margins declining trend in Western Europe
  • Figure 4: Capex-to-sales ratio analysis in selected Western European countries
  • Figure 5: Relationships between QoS/QoE and EBITDA margins in selected Western European MNOs
  • Figure 6: Performance objectives for 5G and associated use cases
  • Figure 7: HetNet
  • Figure 8: Optimal role sharing among cloud, Mobile Edge Computing and Device to Device
  • Figure 9: 5G: From Vision to Standard Innovation
  • Figure 10: Network slicing opportunities
  • Figure 11: Traditional mobile value chain
  • Figure 12: The disrupted value chain of wireless telecommunications industry, as seen by the 5G PPP METIS-II project
  • Figure 13: ‘Small cell as a Service' value chain
  • Figure 14: Private Virtual Network Operator (PVNO) model
  • Figure 15: ‘Tower overlay over 5G' value chain
  • Figure 16: Sport event integrating virtual reality
  • Figure 17: In-vehicle infotainment
  • Figure 18: 5G to the home
  • Figure 19: Wireless surgery and wireless robots
  • Figure 20: LTE subscription estimates and forecasts, 2012-2020
  • Figure 21: LTE revenues estimates and forecasts, 2015-2020
  • Figure 22: 5G subscriptions
  • Figure 23: 5G revenues

Geographic area & Players

Asia-Pacific Europe Latin America Middle East & Africa North America World

Actors

  • AT&T
  • BT
  • China Mobile
  • Deutsche Telekom
  • Ericsson
  • Etisalat
  • Huawei
  • KT
  • Mobil1
  • Nokia
  • NTT DOCOMO
  • Orange
  • Proximus
  • Qualcomm
  • Samsung
  • SK Telecom
  • StarHub
  • Telecom Italia
  • TeliaSonera
  • Telstra
  • Verizon

Slideshow

4G/LTE monetisation

  • Segmentation criteria have changed
  • Volume-tiered pricing still the mainstream
  • Unlimited offerings are still a hot topic
  • Bitrate segmentation still emerging
  • Content discrimination as a new criterion

5G specificities, trials and opportunities

How could 5G could help to remove LTE models?

  • The virtuous circle of higher investment for better QoS and EBITDA margins
  • Performance objectives for 5G and associated use cases
  • Key 5G technological components
  • Benefits of network slicing and virtualisation
  • 5G opportunities
  • Status of 5G trials worldwide, to date

From the MNOs' perspective

Scenarios for prosperity through 5G monetisation

  • Three scenarios for 5G monetisation, from MNO perspective

Market forecasts

  • LTE market forecasts: 4.7 billion LTE subs at YE 2020 / >730 billion EUR
  • 5G forecasts: 1.7 billion subs at YE 2025 / >200 billion EUR
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