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市場調査レポート

将来の音声戦略

Future Voice Strategies

発行 Juniper Research 商品コード 120860
出版日 ページ情報 英文
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将来の音声戦略 Future Voice Strategies
出版日: 2015年10月01日 ページ情報: 英文
概要

当レポートでは、急速に変化するモバイル音声市場について取り上げ、モバイルオペレーター (キャリア・OTT) およびサードパーティー (専門OTT) のVoIP・VoLTE収益展望について分析しており、WebRTC・HD音声戦略の分析、主要動向の詳細な分析、主要企業へのインタビュー、および市場規模・ユーザー・サービス収益の成長予測などを提供しています。

市場動向・競合情勢

第1章 モバイル音声・ビデオ通話

  • イントロダクション
  • 通信エコシステム

第2章 現在の市場環境

  • 絶え間なく変化する市場
    • VoLTE (Voice over LTE)
    • WebRTC
    • VoWiFi (Voice over Wi-Fil)
  • 動向、促進因子および抑制因子
    • 全てがIPの世界
    • MNOとOTT の提携
    • アライアンスのためのインセンティブ
    • 潜在的課題
  • 結論

第3章 将来の戦略

  • 潜在的な動き
    • MNO向けの戦略
    • OTTの将来
    • MNOとOTTの提携
    • 将来の技術
  • 音声サービスの強化
    • 企業はどのようにモバイル音声HDを取るか?
    • RCS (リッチコミュニケーションサービス)
    • WebRTCとRCSは連携できるか?
    • 引き続き存在する懸念
  • 結論

第4章 モバイルビデオ音声・ビデオ:企業プロファイル・ポジショニング

  • イントロダクション
  • ベンダー評価
    • ベンダー調査方法
    • 制限・解説
    • ポジショニングマトリクス結果
  • VoIPの有力企業
  • 企業プロファイル
    • Amdocs
    • Genband
    • Taqua
    • Skype
    • WhatsApp
    • Rebtel
    • Nimbuzz
    • Daum Kakao
    • Tango
    • Viber
    • Movius
    • CounterPath
    • LINE Corporation

市場規模・予測

第1章 VoLTE市場:予測サマリー・要点

  • イントロダクション
  • 通信エコシステム
  • VoLTE予測
    • 調査手法
    • VoLTEユーザー予測
    • VoLTE対応サービスのARPU
    • VoLTEサービス収益予測

第2章 OTT & オペレーターのVoIP:音声収益・市場展望

  • オペレーターの音声サービス市場
    • 現在の位置
    • 調査手法
    • モバイル端末ユーザー
    • オペレーターに請求されるARPUの予測
    • オペレーターの音声収益予測
  • モバイルVoIP市場の予測
    • イントロダクション
    • 調査手法
    • アドレス可能市場
    • OTT mVoIPのアクティブユーザー
    • サードパーティーOTT VoIPアプリケーションのアクティブユーザー
    • サードパーティーOTT mVoIP収益
    • キャリアOTT mVoIPのアクティブユーザー
    • キャリアOTT収益
    • タブレットVoIP市場予測
    • タブレットVoIPのアクティブユーザー
    • タブレット市場のmVoIP収益予測

第3章 モバイル & タブレットビデオ通話:予測サマリー・要点

  • イントロダクション
    • 調査手法
    • モバイルビデオ通話のアクティブユーザー
    • プレミアムサービスに支払うユーザー数
    • モバイルビデオ通話起因の年間収益

第4章 WebRTCおよびHD音声:予測サマリー・要点

  • イントロダクション
    • 調査手法
    • WebRTC対応装置
    • WebRTCを用いているデバイス
    • 世界のHD音声対応装置
    • HD総通話時間
  • 結論

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目次

Overview

In an environment that is rapidly transitioning from circuit-switched to all-IP, developing new business models for voice services is a critical objective for stakeholders. Juniper's success in this sector is based on offering market leading research and competitive intelligence to the telecoms sector on voice strategies since 2006.

Juniper's latest research into mobile voice combines in-depth analysis with key market forecasts, providing clients with an authoritative assessment of technologies and services such as OTT VoIP, HD Voice, WebRTC and Video Calling.

Key Features

  • Evaluation of the monetisation prospects of VoIP (Voice over IP) and VoLTE (Voice over LTE) for both mobile operators (Carrier OTT) and third parties (Pure-Play OTT).
  • New WebRTC and HD Voice strategic and regional analysis.
  • In-depth assessment of key industry trends, along with MNO and OTT future prospects.
  • Interviews with leading players across the value chain, including:
    • EE
    • F5 Networks
    • Genband
    • GSMA
    • Taqua
    • Tokbox
  • Key player capability and capacity assessment, together with vendor market positioning matrix.
  • Benchmark industry forecasts for size and growth of the users and service revenue.

Key Questions

  • 1. How have third-party OTT mobile VoIP services impacted upon network operator services?
  • 2. How can third-party providers maximise the revenue opportunity from mVoIP?
  • 3. What are the major market forces acting upon mVoIP adoption?
  • 4. What is WebRTC/Mobile Voice HD and how is it disrupting the mobile voice market?
  • 5. What voice technologies are likely to be the most successful in the future and why?

Companies Referenced

Interviewed: EE, fring Alliance, F5 Networks, Genband, GSMA, Taqua, Tokbox.

Profiled: Amdocs, CounterPath, Daum Kakao, Genband, LINE, Movius, Nimbuzz, Rebtel, Skype, Tango, Taqua, Viber, WhatsApp.

Case Studied: Bright House Networks, EE, eFace2Face, fring Alliance, T-Mobile, Tokbox, Wi-Fi Alliance.

Mentioned:

3HK, A1 Telekom, Alibaba, Amazon, Apple, AT&T, Avaya, Baedal Minjok, Bell Mobility, Beltel, BendBroadband, BlackBerry, Bridgestone, BT, Bynet Data Communications, Cambly, Cellrox, China Mobile, Claro, CommLogik, CSL, CyberAgent, Dell, Dialod, DiGi, Dimension Data, DoDo Phone, Double Robotics, Dyyno, eBay, Eircom, Elisa, ENEC, Equinix, Ericcson, Facebook, Fox, GitHub, Global Voice Recording, Golden Screen Interactive Technologies, Google, Gree, Hewlett Packard, HTC, Huawei, InstaEdu, Instagramm Integrator, Intel, Internet Engineering Taskforce, joyn, JSC Indochina Telecommunication Technology, JuanaChat Mobile, Kineto, Ledefyl, LG, Lintas Teknologi, Mavshack, Microsoft, Micromax, Minerva Project, MobilTel, Modality Systems, Motorola, Naver Corporation, Net4Mobility, New Call Telecom, NHN Corporation, Nokia, Nortel, NTT DoCoMo, O2, OnNet, ONO, ooVoo, OpenPeak, Orange, Path, Playtika, RCom, Reliance, Rogers, RomTelecom, SageNet, Samsung, Sinch, Sony, Sprint, Storm8, Tata DoCoMo, TCRP, Tekelec, Tele2, Telecommunications Industry Association, Telefonica, Telenor, Teletel, Telkom SA, Telkomsel, The Alacrity Foundation, Three, Twitter, UBER, Ubiquity Software, Vanran Communications, Verizon, VimpelCom, Vodafone, W3C (World Wide Web Consortium), Walmart, Webpay, WeChat, Wesley Clover Corporation, WIND Mobile, Woowa Bros, Xura (formerly Acision), Yahoo, ZTE.

Data & Interactive Forecast

Juniper Research's highly granular interactive excels enable clients to manipulate Juniper's forecast data and charts to test their own assumptions using the Interactive Scenario tool; and compare select markets side by side in customised charts and tables. IFxls greatly increase clients' ability to both understand a particular market and to integrate their own views into the model.

Forecast suite includes:

  • Regional data splits for 8 key regions as well as country level splits for:
    • US
    • Canada
    • UK
    • Germany
    • Japan.
  • Device data splits by mobile handsets and tablet.
  • What-If Analysis tool allowing user the ability to manipulate Juniper's data for 10 different metrics.
  • Access to the full set of forecast data of 80 tables and over 7,600 data points.

Table of Contents

Market Trends & Competitive Landscape

1. Mobile Voice & Video Calling

  • 1.1. Introduction
  • 1.2. The Communication Ecosystem
  • Figure 1.1: Evolution of the Mobile Market
    • 1.2.1. Circuit Switched Technology
  • Figure 1.2: UK Circuit Switched Call Volume 2011-2014 (Millions of Minutes)
    • 1.2.2. VolP (Voice overIP)
    • 1.2.3. mVolP (Mobile VolP)
    • 1.2.4. Mobile Video Calling

2. Current Market Landscape

  • 2.1. An Ever-changing Market
    • 2.1.1. VoLTE (Voice over LTE)
    • 2.1.2. WebRTC
      • i. Case Study: EE
        • Figure 2.1: Repositions & Contributors working on WebRTC
      • ii. Case Study: Tokbox
      • iii. Mobile Voice HD
        • Figure 2.2: Worldwide Network Operators Offering Mobile HD Voice 2009-2014
    • 2.1.3. VoWiFi (Voice over Wi-Fil
      • i. Case Study: T-Mobile, Wi-Fi Alliance & Bright House Networks
  • 2.2. Trends, Drivers & Constraints
    • 2.2.1. The All IP World
      • Figure & Table 2.4: The Lost Opportunity: MNO Revenue Loss to OTT mVolP/IM Services ($m) Split by 8 Key Regions 2012-2014
    • 2.2.2. MNO & OTT Partnerships
    • 2.2.3. Incentives for Alliance
    • 2.2.4. Potential Challenges
      • Figure 2.5: Benefits & Restrictions of MNO/OTT Partnership
      • Figure 2.6: VoLTE Trends, Drivers & Constraints
  • 2.3. Conclusions

3. Future Strategies

  • 3.1. Potential Movements
    • 3.1.1. Strategies for MNOs
      • Figure 3.1: MNO Options for Investment
    • 3.1.2. The Future of OTT
    • 3.1.3. MNOIOTT Partnership
    • 3.1.3. MNOIOTT Partnership
    • 3.1.4. Future Technologies
  • 3.2. Enhanced Voice Services
    • 3.2.1. How will Firms Take to Mobile Voice HD?
    • 3.2.2. RCS (Rich Communication Services)
      • Figure 3.4: RCS Offerings
    • 3.2.3. Can WebRTC and RCS Work Together?
    • 3.2.4. Continuing Concerns
      • i. WebRTC
      • ii. RCS
  • 3.3. Conclusions

4. Mobile Voice &Video: Player Profiles & Positioning

  • 4.1. Introduction
  • 4.2. Vendor Assessment
    • 4.2.1. Vendor Methodology
      • Figure 4.1: Vendor Capability Criteria
    • 4.2.2. Limitations and Interpretation
    • 4.2.3. Positioning Matrix Results
      • Figure 4.2: Mobile Voice & Video Calling Vendor Positioning Matrix
      • Figure 4.3: Juniper Heatmap for Mobile Voice & Video Calling Vendor Positioning
    • i. A3 Service Providers
    • ii. A2 Service Providers
    • iii. B2 Service Providers
    • iv. B1 Service Providers
      • Figure 4.4: Juniper Competitive Web -WhatsApp, LINE and Skype
  • 4.3. VolP Movers & Shakers
  • 4.4. Player Profiles
    • 4.4.1. Amdocs
      • i. Corporate
        • Figure 4.5: Amdocs Financial Snapshot 2013-2014
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.4.2. Genband
      • i. Corporate
      • ii. Global Reach
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.4.3. Taqua
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.4.4. Skype
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of 0rferings
      • v. Juniper's View:
    • 4.4.5. WhatsApp
      • i. Corporate Profile
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.4.6. Rebtel
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partners
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.4.7. Nimbuzz
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.4.8. Daum Kakao
      • i. Corporate Profile
        • Figure 4.6: Daum Kakao Financial Snapshot 2013-2014
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.4.9. Tango
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.4.10. Viber
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development 0pportunities
    • 4.4.11. Movius
      • i. Corporate
      • ii. Global Spread
      • iii. Key Clients and Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development 0pportunities
    • 4.4.12. CounterPath
      • i. Corporate Profile
        • Figure 4.7: Counterparth Financial Snapshot 2013-2014
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 4.4.13. LINE Corporation
      • i. Corporate Profile
        • Figure 4.8: laver Corporation Financial Performance Snapshot, 2013-2014
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities

Market Sizing & Forecasts

1. VoLTE Market: Forecast Summary & Key Takeaways

  • 1.1. Introduction
  • 1.2. The Communication Ecosystem
    • Figure 1.1: Evolution of the Mobile Market
    • 1.2.1. Circuit Switched Technology
  • 1.3. VoLTE Forecasts
    • 1.3.1. Methodology
      • Figure 1.2: VoLTE Users and Forecasts Methodology
    • 1.3.2. VoLTE User Forecast
      • Figure & Table 1.3: Number of4G LTE Mobile Subscribers Using VoLTE (m) Split by 8 Key Regions 2015-1020
    • 1.3.3. ARPU for VoLTE-enabled Services
      • Figure & Table 1.4: ARPU for VoLTE-enabled Services ($) Split by 8 Key Regions 2015-2020
    • 1.3.4. VoLTE Service Revenue Forecasts
      • Figure & Table 1.5: Operator Billed Revenue Attributable to VoLTE Services ($m) Split by 8 Key Regions 2014-2020

2. 0TT &Operator VolP: Voice Revenue & Market Prospects

  • 2.1. The Market for Operator Voice Services
    • 2.1.1. Current Position
      • Figure 2.1: Changing Charging Methods: Voice Charging Over Time
    • 2.1.2. Methodology
      • Figure 2.2: Mobile Voice Revenues Forecast Methodology
    • 2.1.3. Mobile Handset Users
      • Figure & Table 2.3: Mobile Handset Users (m) Split by 8 Key Regions 2015-2020
    • 2.1.4. Operator Billed ARPU Forecasts
      • Figure & Table 2.4: Monthly Operator Billed Voice & Data ARPU ($) Split by 8 Key Regions 2015-2020
    • 2.1.5. Operator Voice Revenue Forecasts - Excluding Carrier OTT Revenue
      • Figure & Table 2.5: Operator Billed Voice Revenues ($m), Split by 8 Key Regions 2015-2020
  • 2.2. Mobile VolP Market Forecasts
    • 2.2.1. Introduction
    • 2.2.2. Methodology
    • 2.2.3. The Addressable Market
      • Figure 2.6: OTT Voice Forecast Methodology
    • 2.2.4. Active OTT mVolP Users
      • Figure & Table 2.7: Active OTT mVolP Users (m)Split by 8 Key Regions 2015-2020
    • 2.2.5. Active Users of Third Party OTT VolP Applications
      • Figure & Table 2.8: Number of mVolP Users that use a Pure-Play OTT Provider (m) Split by 8 Key Regions 2015-2020
    • 2.2.6. Third Party OTT mVolP Revenues
      • Figure & Table 2.9: Revenues from 0TT mVolP, Pure-Play mVolP Subscribers ($m) Split by 8 Key Regions 2015-2020
    • 2.2.7. Active Carrier OTT mVolP Users
      • Figure & Table 2.1O: Number of Carrier OTT mVolP Users (m) Split by 8 Key Regions 2015-2020
    • 2.2.8. Carrier OTT Revenues
      • Figure & Table 2.11: Carrier OTT Revenues ($m) Split by 8 Key Regions 2015-2020
    • 2.2.9. Tablet VolP Market Forecast
      • Figure 2.12: Tablet VolP & Methodology
    • 2.2.10. Active Tablet VolP Users
      • Figure & Table 2.13: Number of Active Tablet VolP Users (m), Split by 8 Key Regions 2015-2020
    • 2.2.11. Tablet Market mVolP Revenue Forecasts
      • Figure & Table 2.14: Revenues from VolP Services over Tablets ($m), Split by 8 Key Regions 2015-2020

3. Mobile & Tablet Video Calling: Forecast Summary & Key Takeaways

  • 3.1. Introduction
    • 3.1.1. Methodology
      • Figure 3.1: Mobile Video Calling Methodology
    • 3.1.2. Active Users of Mobile Video Calling
      • Figure & Table 3.2: Active Users of Mobile Video Calling (m)Split by 8 Key Regions 2015-2020
    • 3.1.3. Number of Users Paying fora Premium Service
      • Figure & Table 3.3: Number of Users Paying for a Premium Service (m) Split by Key Regions 2015-2020
    • 3.1.4. Annual Revenue Attributable to Mobile Video Calling
      • Figure & Table 3.4: Annual Revenue Attributable to Mobile Video Voice Calling ($m) Split by 8 Key Regions 2015-2020

4. WebRTC and HD Voice: Forecast Summary & Key Takeaways

  • 4.1. Introduction
    • 4.1.1. Methodology
      • Figure 4.1: WebRTC Methodology
      • Figure 4.2: HD Voice Methodology
    • 4.1.2. WebRTC Enabled Devices
      • Figure & Table 4.3: Global Mobile WebRTC Enabled Devices (m) Split by 8 Key Regions 2015-2020
    • 4.1.3. Active Devices Using WebRTC
      • Figure & Table 4.4: Number of Mobile Devices using WebRTC (m) Split by 8 Key Regions 2015-2020
    • 4.1.4. Global HD Voice Capable Devices
      • Figure & Table 4.5: Global HD Voice Enabled Devices (m) Split by 8 Key Regions 2015-2020
    • 4.1.5. Total HD Voice Minutes of Use
      • Figure & Table 4.6: Total Minutes of Use using HD Voice per Month Split by 8 Key Regions (Millions of minutes)
  • 4.2. Conclusions
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