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モバイル通信事業者のビジネスモデル:課題、市場機会および戦略

Mobile Operator Business Models: Challenges, Opportunities & Strategies 2019-2024

発行 Juniper Research Ltd 商品コード 200278
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1GBP=138.99円で換算しております。
モバイル通信事業者のビジネスモデル:課題、市場機会および戦略 Mobile Operator Business Models: Challenges, Opportunities & Strategies 2019-2024
出版日: 2019年07月30日 ページ情報: 英文
概要

当レポートでは、MNO (モバイルネットワークオペレーター) が直面している問題について調査分析し、将来に向けて十分な利益を維持するために必要な各種戦略をまとめ、お届けいたします。

第1章 概要:新たな収益機会 & 提言

  • イントロダクション
  • 新たな収益機会
  • 戦略上の選択肢 & 提言

第2章 課題:飽和する世界

  • 飽和する世界
  • MNOのARPUの下落
  • OTTの台頭
  • 規制の影響:プライスキャップ
  • MNO収益の下落

第3章 課題:データ中心の世界

  • イントロダクション
  • CAPEXの上昇:データデリバリーコスト
  • CAPEXの上昇:ネットワークの構築
  • サマリー:収益の横ばい、Capexの増加、Opexの増加

第4章 展望:AII IP環境におけるコアサービスの収益化

  • 新たな戦略、新たなビジネスモデル
  • 4G & 5G環境における戦略的アプローチ
  • ビジネスの選択肢
  • アフターセールスサービス

第5章 展望:新たなネットワーク、新たな収益ストリーム

  • ネットワークの再考:5Gの世界における最適化
  • コネクティビティの再考:eSIM
  • 新たな収益ストリーム:A2Pトラフィックの特定
  • 新たな収益ストリーム:IoTの収益化

第6章 展望:ビリング関係の活用

  • イントロダクション
  • キャリアビリングの促進因子
  • ダイレクトキャリアビリングの課題

第7章 展望:モバイルマネーの機会

  • MNOはなぜモバイルマネーサービスを開始すべきか?
  • 収益機会:モバイルマネーの収益化
  • 先進市場:MNOにとってのモバイルマネーの機会はどこにあるか?
目次

Overview

Juniper Research's latest ‘Mobile Operator’ research provides industry executives with key insights in, and thorough assessment of, threats to existing business models, new and emerging business models shaping the market, and new revenue opportunities expected to disrupt the market for the next five years.

The new study, ‘Mobile Operator Business Models: Challenges, Opportunities & Strategies 2019-2024’, quantifies the nature and scale of the threats and opportunities in the network operator market; ranging from declining ARPUs and margins to evolving data usage and various new revenue opportunities. The report identifies key new opportunities for network operators, including M2M connectivity & enablement of A2P messaging, among others; assessing their viability and value over the next five years.

Additionally, the research also provides a comparative, heatmap-based assessment of the capabilities and strategies of 25 leading global operators in Juniper Research's Mobile Operator Innovation Index.

This research suite comprises:

  • Market Trends & Opportunities (PDF)
  • 5-Year Market Sizing & Forecast Spreadsheet (Excel)
  • 12 Months' Access to harvest Online Data Platform

Key Features

  • Strategic Guide: Assessment of the status quo in the telecommunications market including the threats posed by OTTs and declining revenues, as well as MNOs' strategies and business models.
  • Strategic Recommendations: Detailed strategic recommendations, supported by heatmaps in three key sectors of the telecommunications market: the consumer, enterprise and public spaces.
  • Juniper Research Innovation Index: Positioning and strategic evaluation of 25 key global mobile network operators, including:
    • América Móvil
    • AT&T
    • Axiata
    • Bharti Airtel
    • BSNL
    • China Mobile
    • China Telecom
    • China Unicom
    • Deutsche Telekom
    • Etisalat
    • MegaFon
    • MTS (Mobile TeleSystems)
    • MTN
    • Ooredoo
    • Orange
    • Philippines Globe Telecom
    • Reliance Jio
    • STC (Saudi Telecom Company)
    • Telefónica
    • Telenor
    • Telkomsel
    • VEON
    • Verizon
    • Vodafone
    • Vodafone Idea
  • Benchmark Industry Forecasts: Market forecasts for total mobile subscribers, operator-billed revenues, mobile subscriber data usage and new revenue opportunities.

Key Questions

  • 1. What are the revenue opportunities in the MNOs' space?
  • 2. What business models and strategies are MNOs adopting in response to challenges in the market?
  • 3. What opportunities and challenges are shaping other revenue streams, such as mobile data, networks, mobile money and billing?
  • 4. Which operators are best placed to innovate over the next 5 years?
  • 5. How will MNOs' revenues develop over the next 5 years?

Companies Referenced

  • Case Studied: Juvo, PM Connect.
  • Interviewed: Deutsche Telekom, Gemalto, Juvo, PM Connect.
  • Included in Innovation Index: América Móvil, AT&T, Axiata, Bharti Airtel, BSNL, China Mobile, China Telecom, China Unicom, Deutsche Telekom, Etisalat, MegaFon, MTN, MTS, Ooredoo, Orange, Philippines Globe Telecom, Reliance Jio, STC, Telefónica, Telenor, Telkomsel, VEON, Verizon, Vodafone, Vodafone Idea.
  • Mentioned: 3GPP, 9Pay, ABB, Accenture, Affirmed Networks, Alibaba, Amazon, American Tower, Apple, Arkessa, Arrow Electronics, Bite, BMW, BNetzA, BT Group, CAICT (China Academy of Information and Communications Technology), Celcom, Charter Communications, China Tower, Cisco, Citizens Bank, Claro, Coca-Cola, Comarch, Comcast, Cox Communications, Crown Castle, Dailymotion, Deezer, Dell, EE, Ellevio, Emirates Integrated Telecommunication Company, EngageIP, Equitel, Ericsson, Escort Agri Machinery, ETB, ETSI (European Telecommunications Standards Institute), EVN, ExRobotics, Facebook, FCC (Federal Communications Commission), Federal Telecommunications Institute Mexico, Fidor Bank, Finserve Africa, General Motors, Giesecke+Devrient, GlobalConnect, Google, GSMA, HBO, HT-Mobile, Huawei, Hulu, Hutchison, Hyperledger, Hyundai Motor Group, IBM, IM3, Indosat, Intel, IoT.nxt, Iusacell, Jaguar Land Rover, Jawwy TV Home, Jazz, Juniper Networks, Kakao Talk, KDDI, KPN, LECO (Lanka Electricity Company), Let's Talk, LINE, LiveFootball.tv, Loop Mobile, LycaMobile, Mahindra, Mail.ru, Maruti Suzuki, MediaTek, Microsoft, Midco, Mobifone, Mobile Authentication Taskforce, Morpho, Movistar, National Telecommunications Agency, NBA, NEC, Netcracker, Netflix, Ngena, NIST (National Institution of Standards and Technology), Nokia, O2, Oberthur, Ofcom, ONE Nordic, PayPal, Proximus, Red Hat, Remitly, Renault Nissan, S Phone, Safaricom, Salesforce, Samsung, Satelindo, SBA Communications, Sberbank, Scania, Shell, SK Telecom, Skype, Smart, Smartfren, Spotify, Sprint, Sri Lanka Telecom, StraightPath, Sun, Sunsea AIoT, Tata Teleservices, Telcel, Tele2, Telecom Regulatory Authority of India, Telia, Telkom, Telmex, Telstra, Tencent, Tesco, Tigo, Tinkoff Bank, T-Mobile, Transferwise, Trapollo, Tri, Turner, Uber, Uninor, VALID, Vietnamobile, Viettel, VimpelCom, Vinaphone, Virgin Media, Vivo, Vodacom, Volvo Cars, VTR, WarnerMedia, WeChat, WhatsApp, Workz Group, WorldRemit, WWE, Xiaomi, XL/AXIS, Xpand, ZTE.

Data & Interactive Forecast

The ‘Mobile Operator’ forecast suite includes:

  • Market data splits for 8 key regions:
    • North America
    • Latin America
    • West Europe
    • Central & East Europe
    • Far East & China
    • Indian Subcontinent
    • Rest of Asia Pacific
    • Africa & Middle East
  • Segment splits by data usage category:
    • Mobile Downloads
    • Mobile Messaging
    • Mobile Web Browsing
    • Social Media
    • Maps & Navigation
    • Audio Streaming
    • Video Streaming
    • VoLTE
  • Segment splits by operators' value-added services
    • Big Data & Analytics
    • M2M Connectivity & Enablement
    • A2P Messaging
    • Mobile Commerce Services
    • Carrier Billing
    • Mobile Identity
    • What-If Analysis tool allowing user the ability to manipulate Juniper's data.
    • Access to the full set of forecast data of more than 17 tables and nearly 798 datapoints.

Juniper Research's highly granular Interactive Excels (IFxls) enable clients to manipulate Juniper Research'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.

Table of Contents

1. MNO Business Models

  • 1.1. Introduction
    • 1.1.1. Global Challenges
    • 1.1.2. The Declining ARPU Challenge
      • Figure & Table 1.1: Operator-Billed ARPU ($) Split By 8 Key Regions, 2019-2024
  • 1.2. The Rise of OTTs
    • 1.2.1. A Sector in Transition
    • 1.2.2. OTT Messaging Substitution
      • Figure 1.2: Leading OTT Messaging Services, Monthly Active Users, 2019
      • Figure 1.3: WhatsApp vs SMS (Billion, 2018)
      • i. Regional Variations
      • ii. Quantifiable Impact
        • Figure 1.4: Total Number of P2P SMS Sent per Annum (m) Split by 8 Key Regions 2017-2022
        • Figure 1.5: Total Revenue from P2P SMS ($m) Split by 8 Key Regions 2017-2022
    • 1.2.3. OTT Voice Substitution
      • i. Quantifiable Impact
        • Figure 1.6: Total Operator Billed Voice Revenues (including MNO OTT VoIP) ($m) Split by 8 Key Regions 2018-2023
    • 1.2.4 .OTT Video Substitution
      • Figure 1.7: Top 5 SVOD platforms
      • i. Quantifiable Impact
        • Figure 1.8: Total Revenues from SVOD Services ($m), Split by 8 Key Regions 2018-2023
  • 1.3. MNO Revenues are Now in Decline
    • Table 1.9: Total Operator-billed Revenues ($bn) Split by 8 Key Regions, 2019-2024
    • 1.4.1. Leading in Customer Experience
    • 1.4.2. Leading in Mobile Data
      • Table 1.10: Mobile Penetration as a Proportion of Global Population (%), Split by 8 Key Regions, 2019-2024
  • 1.4. MNOs' Strategies & Business Models
    • Table 1.11: Total Data Traffic Generated by Mobile Handsets Per Annum (PB) Split by Data Categories, 2019-2024
    • Table 1.12: Total Data Traffic Carried Via Cellular Networks Per Annum (PB) Split by Originating Device Type, 2019-2024
    • Figure 1.13: Proportion of Global Population Accessing Internet Services by 2025
    • 1.4.3. Leading in Networks & Technology
      • Figure 1.14: Global Mobile 5G Active Connections (m), 2019-2025
      • Figure 1.15: The Evolution of Wireless Networks
      • Figure 1.16: Shift to Centralised & Decentralised Computing
      • Figure 1.17: Active Number of 4G Subscribers, 2013-2024
      • Table 1.18: Google Play/Apple App Store/Facebook Carrier Billing Availability by Operator, Largest Unbanked Markets, July 2019
      • Figure 1.19: Total Carrier Billing ($m), Split by 8 Key Regions, 2019-2023
      • Figure 1.20: Total Carrier Billing (%), Split by 8 Key Regions, 2023
      • Case Study: PM Connect
        • Figure 1.21: Global Number of A2P Messages Per Annum (m) Split by Directly Connected Traffic & Grey Route Traffic 2018-2023
        • Figure 1.23: Proportion of M2M SIMs in Service that are eSIMs
        • Figure 1.24: Total Roaming Revenues ($m), 2019 and 2023
        • Figure 1.25: vEPC (virtual Evolved Packet Core) Concept
        • Table 1.26: IoT Alternative Release Comparison
        • Figure 1.27: IoT Network Deployments: NB IoT vs LTE Cat-M, April 2018
        • Table 1.28: Strategic Drivers by Type of Network Sharing

2. New Revenue Opportunities

  • 2.1. Introduction
  • 2.2. Revenue Opportunities
    • Figure & Table 2.1: New Revenue Opportunities for MNOs ($m), Split By Revenue Stream, 2019-2024
    • Figure and Table 2.2: Increase in Regional Net Revenues ($m), Split by Stream 2024 vs 2019
  • 2.3. Strategic Recommendations & Options
    • 2.3.1. In the Consumer Space
      • Table 2.3: Deployment of Juniper Research Recommendations for the Consumer Space on Developed & Developing Markets
      • Figure 2.4: AR & VR Use Cases
      • Figure 2.5: Key Payment Statistics
      • Case Study: Juvo
        • Figure 2.6: Leading Mobile Money Players in Unbanked Markets, Transactional Value Market Share (%) in 2018: Top 12
        • Figure 2.7: Leading Wallets by Accepting Countries, December 2018
    • 2.3.2. In the Enterprise Space
      • Table 2.8: Impact of Juniper Research Recommendations for the Enterprise Space on Developed & Developing Markets
      • Figure 2.9: Service Requirements by Vertical Segments
    • 2.3.3. In the Public Space
      • Table 2.10: Deployment of Juniper Research Recommendations for the Public Space on Developed & Developing Markets
      • Figure 2.11: Blockchain's Advantages in the Telecoms Space
      • Figure 2.12: 5G Applications of Smart Grids
      • Figure 2.13: Co2 Emissions Reduced through Virtual Care
      • Figure 2.14: Tier 1 Operators Involved in mHealth Solutions

3. Juniper Research MNO Innovation Index

  • 3.1. Introduction
    • Table 3.1: MNO Matrix Assessment Criteria
    • Table 3.2: Juniper Research Operator Positioning Index - Player Scoring
    • Figure 3.3: Juniper Research Operator Innovation Index - Player Positioning
  • 3.2. Conclusions
    • 3.2.1. Cluster 1: ‘Leading’
    • 3.2.2. Cluster 2: ‘Aspiring’
    • 3.2.3. Cluster 3: ‘Developing’