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モバイル&タブレットによる音声・ビデオ通話:戦略的機会とビジネスモデル

Mobile & Tablet Voice & Video Calling Strategic Opportunities & Business Models 2012-2017

発行 Juniper Research 商品コード 257424
出版日 ページ情報 英文
納期: 即日から翌営業日
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モバイル&タブレットによる音声・ビデオ通話:戦略的機会とビジネスモデル Mobile & Tablet Voice & Video Calling Strategic Opportunities & Business Models 2012-2017
出版日: 2012年12月12日 ページ情報: 英文

当商品の販売は、2014年04月10日を持ちまして終了しました。

概要

当レポートでは、モバイルおよびタブレットによる音声・ビデオ通話の動向について調査分析し、モバイルVoIPの現状と見通し、各種関連事業者とビジネスモデル、サードパーティ事業者およびMNOのmVoIPユーザー数および収益の推移と予測(3G/4G別)、タブレットによるmVoIPユーザー数および収益の推移と予測、モバイル端末でのビデオ通話のユーザー数および収益の推移と予測、モバイルVoIPおよびモバイルビデオ通話の成長推進因子・阻害因子の分析、主な関連事業者のプロファイルと市場における位置付けなどをまとめ、概略以下の構成でお届けいたします。

エグゼクティブサマリー

第1章 モバイルVoIP:主流派への移行・現在の状況・将来の方向性

  • イントロダクション
  • 定義・現在の状況
  • mVoIPのデリバリー
  • VoIP:モバイル産業の課題となるか、ソリューションとなるか
    • MNOの課題:横ばいの収益・CAPEXおよびOPEXの拡大
    • 音声サービスの背景
    • データトラフィックの拡大
    • モバイルVoIPの発展
  • 動向・成長推進因子・成長阻害因子
  • 課題:市場の位置付け別
    • 課題:既存事業者にとってのモバイルVoIP
    • 課題:新規参入事業者にとってのモバイルVoIP
  • 総論

第2章 企業・ビジネスモデル

  • イントロダクション
    • モバイルOTT戦略
    • OTTモデル
  • MNOの戦略の選択肢
  • サードパーティOTT事業者と戦略
  • VoIPベースの先進的ビジネスモデル
    • 長期的展望:統合音声
    • 総論

第3章 モバイルVoIPの予測

  • イントロダクション
  • 回線交換音声サービスの市場
  • モバイルVoIP予測:手法・前提因子
  • 3G VoIPの予測
    • 対応市場
    • 3G mVoIPユーザー
    • 3GサードパーティOTTプロバイダーの予測
    • 3GサードパーティOTTによるmVoIPのユーザー数
    • 3G MNOによるmVoIP
  • 3G mVoIPの収益機会
    • サードパーティ3G OTT企業のmVoIP収益
    • 3G MNOのmVoIP収益
    • MNOのモバイルVoIP収益
  • 4G mVoIPの予測
    • 4G mVoIP:対応市場
  • 4G mVoIPの収益
  • タブレットによるVoIPの予測
    • タブレットによるVoIP収益の予測
  • モバイルVoIPの総市場
    • サマリー:mVoIPの予測(端末・タブレット)
    • モバイルVoIPの収益機会
  • 総論

第4章 モバイルビデオ通話市場の特徴・予測

  • イントロダクション
    • モバイルビデオ通話:事業・収益の展望
    • プラスの兆候
    • モバイルビデオ通話:成長推進因子・阻害因子
    • 予測アプローチ
    • マネタイズ化
    • 予測手法
    • モバイルビデオ通話ユーザー
  • モバイルビデオ通話の収益
    • モバイルビデオ通話の広告収益
  • 総論

第5章 VoIP・mVoIP事業者:プロファイルと位置付け

  • イントロダクション
  • ベンダー評価
  • 企業プロファイル
    • Fring
    • Nimbuzz
    • ooVoo
    • Rebtel
    • Skype
    • Tango
    • T-Mobile/ Bobsled
    • Viber
    • Vivox
    • Vonage
  • 総論
目次

Strategic OTT options assessed

MNO and Third Party opportunity analysis

37 Pages of Extensive Forecasts

The Leading Industry Reference Guide

Juniper delivers benchmark forecasts on the mobile VoIP and video calling sectors. These revised and expanded 5-year forecasts span 37 pages and project key metrics split by 8 key regions such as:

  • Circuit Switched Traffic Volumes and Revenues
  • Third-Party and MNO 3G Handset mVoIP Users and Revenues
  • Third-Party and MNO 4G Handset mVoIP Users and Revenues
  • Tablet mVoIP Users and Revenues
  • Mobile Video Calling Users and Revenues

Country level data is available for mVoIP handset forecasts (US, Canada, UK and Japan ) and RCS/RCS-e forecasts (Brazil, France, Germany, Italy, Spain, Russia, China, South Korea and India) in the attendant Interactive Forecast Excel available to purchase with the report or separately.

The Future Direction of Mobile VoIP

With traditional core revenues from circuit switched voice under pressure, network operators are exploring new strategies to remain competitive in an IP-based environment. The report examines the emergence of third-party OTT voice and video calling players, and considers both the range of responses open to MNOs and the shifting role of voice within an MNO's portfolio.

Challenges Across the Value Chain

As the market evolves, both MNOs and third-party service providers are encountering new challenges as they seek to increase (or maintain) market share and revenues. This report provides an in-depth assessment of the hurdles that players must overcome and the longer term prospects for integrated voice services.

Key Questions

  • How have third-party OTT mobile VoIP services impacted upon network operator services?
  • What are the key trends in the mobile VoIP marketplace today?
  • What strategic options can MNOs deploy in the voice arena?
  • How can third-party providers maximise the revenue opportunity from mVoIP?
  • What are the prospects for voice within an IP-based environment?
  • What are the major constraints on mVoIP adoption?
  • Will Joyn and other RCS (Rich Communications Suite) services see significant uptake over the next five years?
  • How can operators best monetise mobile video calling?

Companies Referenced

Interviewed: Fring, Kineto Wireless, Nimbuzz, Oovoo, Rebtel, Truphone, Viber, Vivox, Vonage.

Profiled: Fring, Nimbuzz, ooVoo, Rebtel, Skype, Tango, T-Mobile/Bobsled, Viber, Vivox, Vonage.

Mentioned: A1 Mobilkom, Adepto Telecom, Android, Apnatelelink, Apple, AT&T, Badartel, Benchmark Capital, BEREC, BEUC,Blackberry, Brazilconnecting, CCK, eBay, EU Commission, EuteliaVoip, Everything Everywhere, Fonosip, Gizmo5, Google Talk, GTL Global Telelinks, Gulfsip, Index, Jahjah, Joyn, Kakao Talk, KDDI, KiK, Line, MACH, Microsoft, Nokia, NTT DoCoMo, Nymgo, O2, OECD, Ofcom, Orange, PCCW, Rogers, Silver Lake, Sipgate, Tata DoCoMo, Tele2, Telefonica, Telkomsel, Tencent, TerraSIP, T-Mobile, Twitter, Universal Pictures, Verizon, Vizio, Vodafone, Vodafone India, Voiceglobe, Voipax, VoIPHit, Vox Mobile, Voxer, Vyke, WeChat, Whatsapp, Xeloq Communications, Yahoo, Yoigo

Extra Info

8 key regions includes:

North America, Latin America, Western Europe, Central & Eastern Europe, Far East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle East.

Table of Contents

Executive Summary

1. Mobile VoIP: Towards the Mainstream, Current Landscape, Future Directions

  • 1.1. Introduction
    • 1.1.1. Scope of this Report
  • 1.2 Definitions and Current Status
    • 1.2.1. Voice Delivery Methods
    • 1.2.2. VoIP within the Communications Network
  • 1.3. mVoIP Delivery
  • 1.4. VoIP: Challenge or Solution for the Mobile Industry?
    • 1.4.1. MNO Challenge: Flatlining Revenues, Rising Capex, Rising Opex
      • Figure 1.1: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and Operator-Billed Service Revenues 2010 - 2016
      • Table 1.1: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and Operator-Billed Service Revenues 2010 - 2016
      • Figure 1.2: The “Nightmare” Scenario: Global MNO Service Revenues vs. Capex/Opex ($bn) 2010 - 2016
      • Table 1.2: The “Nightmare” Scenario: Global MNO Service Revenues vs. Capex/Opex ($bn) 2010 - 2016
    • 1.4.2. The Backdrop to Voice Services
      • Figure 1.3: Base Line Analysis for OTT mVoIP Traffic, Circuit Switched Traffic and Associated Service Revenues 2011-2017
      • Table 1.3: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and Operator-Billed Service Revenues 2011-2017
    • 1.4.4. The Rise in Data Traffic
    • 1.4.5. The Development of Mobile VoIP
      • Figure 1.4: Options from Voice Carriage
  • 1.5. Trends, Drivers and Constraints
    • 1.5.1. Overview
      • Figure 1.5: mVoIP Market Trends, Drivers & Constraints
    • 1.5.2. Trends
      • Figure 1.6: Termination Rate Reductions in the UK Market
      • Figure 1.7: AT&T Pricing Plans
    • 1.5.2. Drivers
      • Table 1.4: IP Messaging Players with mVoIP Ambitions
    • 1.5.3. Constraints
      • Table 1.5 MNO OTT Initiatives
  • 1.6 Challenges By Market Position
    • 1.6.1. Challenges: Mobile VoIP for Incumbents
    • 1.6.2. Challenges: Mobile VoIP for the New Entrant
  • 1.7. Conclusion

2. Players and Business Models

  • 2.1. Introduction
    • 2.1.1. Mobile OTT Strategies
    • 2.1.2. The OTT (Over the top) model
      • Figure 2.1 Diagrammatic Representation of OTT VoIP
  • 2.2. MNO Strategic Options
    • Figure 2.2 MNO Strategic Options
    • 2.2.1. Option 1
    • 2.2.2. Option 2
    • 2.2.3. Option 3:
    • 2.2.4. Option 4
    • 2.2.5. Option 5
      • i. Joyn Services
      • ii. The RCS-e Business Model?
      • iii. RCS and RCS-e Forecasts
        • Figure 2.3: RCS/RCS-e Capable Smartphone Installed Base (m) Split by Eight Key Regions 2012-2017
        • Table 2.1: RCS/RCS-e Capable Smartphone Installed Base (m) Split by Eight Key Regions, 2012-2017
        • Table 2.2: Adoption (%) of RCS/RCS-e Chat Services Split by Eight Key Regions, 2012-2017
        • Figure 2.4: Number of RCS/RCS-e Smartphones (m) Using RCS/RCS-e Chat Services, Split by Eight Key Regions, 2012-2017
        • Table 2.3: Number of RCS/RCS-e Capable Smartphones (m) Using RCS/RCS-e Chat Services, Split by Eight Key Regions, 2012-2017
          • a. RCSe Revenues
  • 2.3. Third Party OTT Players and Strategies
  • 2.4. Advanced VoIP-Based Business Models
    • 2.4.1. Long Term Outlook: Integrated Voice
      • i. Case Study: Truphone
        • Figure 2.5: Architecture Supporting Truphone Calling Model
      • 2.4.2. Conclusion

3. Mobile VoIP Forecasts

  • 3.1. Introduction
  • 3.2. The Market for Circuit Switched Voice Services
    • 3.2.1. Methodology
      • Figure 3.1: Circuit Switched Voice Traffic Forecast Methodology
      • Figure 3.2 Average Circuit Switched Minutes of Use per User per Month (m) Split by 8 Key Regions 2012-2017
      • Table 3.1 Average Circuit Switched Minutes of Use per User per Month Split by 8 Key Regions 2012-2017
      • Figure 3.3: Total Annual Circuit Switched Voice Minute Usage (m) Split by 8 Key Regions 2012-2017
      • Table 3.2: Total Annual Circuit Switched Voice Minute Usage (m) Split by 8 Key Regions 2012-2017
      • Figure 3.4: Circuit Switched Traffic Revenues ($m) Split by Eight Key Regions, 2012-2017
      • Table 3.3: Circuit Switched Traffic Revenues ($m) Split by Eight Key Regions, 2012-2017
  • 3.3. Mobile VoIP Forecasts: Methodology and Assumptions
    • 3.3.1. 3G Methodology
      • Figure 3.5: 3G Mobile VoIP Methodology
  • 3.4. 3G VoIP Forecasts
    • 3.4.1. The Addressable Market
      • Figure 3.6: 3G mVoIP-Capable Handsets (m) Split by 8 Key Regions 2012-2017
      • Table 3.4.: 3G mVoIP-Capable Handsets (m) Split by 8 Key Regions 2012-2017
    • 3.4.2. 3G mVoIP Users
      • Figure 3.7 : Registered Users of OTT mVoIP (m) Split by 8 Key Regions 2012-2017
      • Table 3.5 : Number of 3G mVoIP Users (m) Split by 8 Key Regions 2012-2017
      • Figure 3.8 : OTT Market Subscriber Base by Subscriber Type (m), 2012-2017
      • Table 3.6 OTT Market Subscriber Base by Subscriber Type (m), 2012-2017
    • 3.4.4. 3G Third Party OTT Providers Forecasts
      • Table 3.7: Proportion (%) using mVoIP Via Third Party OTT Providers Split by 8 Key Regions 2012-2017
    • 3.4.5. 3G Third-Party OTT mVoIP Users
      • Figure 3.9: Number of mVoIP Users Registered to Third Party OTT Providers (m) Split by 8 Key Regions 2012-2017
      • Table 3.8: Number of mVoIP Users Registered to Third Party OTT Providers (m) Split by 8 Key Regions 2012-2017
      • Table 3.9: Proportion of Third Party OTT Providers' Customers (%) Using a Paid Service (m) Split by 8 Key Regions 2012-2017
      • Figure 3.10: Number of 3G mVoIP Third Party OTT Subscribers Using a Paid Service (m) Split by 8 Key Regions 2012-2017
      • Table 3.10: Number of 3G mVoIP Third Party OTT Subscribers Using a Paid Service (m) Split by 8 Key Regions 2012-2017
    • 3.4.6. 3G MNO mVoIP
      • Figure 3.11: Number of 3G MNO VoIP Users (m) Split by 8 Key Regions 2012-2017
      • Table 3.11: Number of 3G MNO VoIP Users (m) Split by 8 Key Regions 2012-2017
  • 3.5. The 3G mVoIP Revenue Opportunity
    • 3.5.1. mVoIP Revenues Third Party 3G OTT Players
      • Table 3.12: Average Revenue Per User, paying Subscribers, Third party 3G mVoIP Subscribers (m) Split by 8 Key Regions 2012-2017
      • Figure 3.12: Revenues from OTT mVoIP, Third party 3G mVoIP Subscribers (m) Split by 8 Key Regions 2012-2017
      • Table 3.13: Revenues from OTT mVoIP, Third party 3G mVoIP Subscribers (m) Split by 8 Key Regions 2012-2017
    • 3.5.2. 3G MNO mVoIP Revenues
      • Figure 3.13 Methodology Brief for MNO mVoIP Revenues
      • Figure 3.14: Annual MNO OTT 3G mVoIP Users Minutes (m) Split by 8 Key Regions 2012-2017
      • Table 3.14: Annual MNO OTT 3G mVoIP Users Minutes (m) Split by 8 Key Regions 2012-2017
    • 3.5.3. Mobile VoIP MNO Revenues
      • Figure 3.15: MNO 3G mVoIP revenues ($m) Split by 8 Key Regions 2012-2017
      • Table 3.15: Figure 3.7: Annual MNO OTT 3G mVoIP Revenues ($m) Split by 8 Key Regions 2012-2017
  • 3.6. 4G mVoIP Forecasts
    • Figure 3.16: Methodology 4G mVoIP
      • 3.6.1. 4G mVoIP: The Addressable Market
        • Figure 3.17: Global 4G Handset Subscribers (m) Split by 8 Key Regions 2012-2017
        • Table 3.16: Global 4G Handset Subscribers (m) Split by 8 Key Regions 2012-2017
        • Table 3.17: Proportion of 4G Subscribers that Use mVoIP (%) Split by 8 Key Regions 2012-2017
        • Figure 3.18: Active Registered Users of OTT 4G mVoIP (m) Split by 8 Key Regions 2012-2017
        • Table 3.18: Active Registered Users of OTT 4G mVoIP (m) Split by 8 Key Regions 2012-2017
        • Figure 3.19: Number Via 4G Third Party OTT Providers (m) Split by 8 Key Regions 2012-2017
        • Table 3.19: Number Via 4G Third Party OTT Providers (m) Split by 8 Key Regions 2012-2017
        • Figure 3.20: Registered Users of 4G MNO OTT mVoIP (m) Split by 8 Key Regions 2012-2017
        • Table 3.20: Registered Users of 4G MNO OTT mVoIP (m) Split by 8 Key Regions 2012-2017
  • 3.7. 4G mVoIP Revenues
    • Table 3.21: 4G OTT ARPU Attributable to mVoIP per Month, Split by 8 Key Regions 2012-2017
    • Figure 3.21: 4G mVoIP Subscriber Revenue, Third Party OTT Subscribers ($m) Split by 8 Key Regions 2012-2017
    • Table 3.22: 4G mVoIP Subscriber Revenue, Third Party OTT Subscribers ($m) Split by 8 Key Regions 2012-2017
    • Figure 3.22: 4G mVoIP MNO Subscriber Revenues, ($m) Split by 8 Key Regions 2012-2017
    • Table 3.23: 4G mVoIP MNO Subscriber Revenues ($m) Split by 8 Key Regions 2012-2017
    • Figure 3.25 Revenue from 4G OTT mVoIP, Third Party + MNO mVoIP Subscribers ($m) Split by 8 Key Regions 2012-2017
    • Table 3.24 Revenue from 4G OTT mVoIP, Third Party + MNO mVoIP Subscribers ($m) Split by 8 Key Regions 2012-2017
  • 3.8. Tablet VoIP Forecasts
    • Figure 3.26: VoIP over Tablets Forecast Methodology
    • Figure 3.27: Number of Active Tablet VoIP Users, Split by Eight Key Regions, 2012-2017
    • Table 3.25: Number of Active Tablet VoIP Users, Split by Eight Key Regions 2012-2017
    • 3.8.1. Tablet Market mVoIP Revenue Forecasts
      • Figure 3.28 Revenues from VoIP Services over Tablets ($m), by Eight Key Regions 2012-2017
      • Table 3.26: Revenues from VoIP Services over Tablets ($m), Split by Eight Key Regions 2012-2017
  • 3.9. Total Mobile VoIP Market
    • 3.9.1. Summary mVoIP Forecasts, Handsets and Tablets
      • Figure 3.29: Global mVoIP Subscribers (m) All Categories Split by Category 2012-2017
      • Table 3.27: Global mVoIP Subscribers (m) All Categories Split by Category 2012-2017
    • 3.9.2. The Mobile VoIP Revenue Opportunity
      • Figure 3.30: mVoIP Service Revenues ($m) All Categories 2012-2017
      • Table 3.28: mVoIP Service Revenues ($m) All Categories 2012-2017
  • 3.10. Conclusion

4. Mobile Video Calling Market Characteristics and Forecasts

  • 4.1. Introduction
    • Table 4.1: Mobile Video Calling
    • 4.2.1. Mobile Video Calling- Business and Revenue Prospects
    • 4.2.2. Positive Signs
    • 4.2.3. Mobile Video Calling: Drivers and Constraints
      • Table 4.2: Mobile Video Calling Drivers and Constraints
    • 4.2.4. Forecast Approach
    • 4.2.5. Monetisation
    • 4.2.6. Forecast Methodology
      • Figure 4.1: Mobile Video Calling Forecast Methodology
    • 4.2.7. Mobile Video Calling Users
      • Figure 4.2: Active Users of Mobile Video Calling (m) Split by 8 Key Regions 2012-2017
      • Table 4.3: Active Users of Mobile Video Calling (m) Split by 8 Key Regions 2012-2017
      • Figure 4.3 : Number Paying for Premium Mobile Video calling Service (m) Split by 8 Key Regions 2012-2017
      • Table 4.4: Number Paying for Premium Mobile Video calling Service (m) Split by 8 Key Regions 2012-2017
  • 4.3. Mobile Video Calling Revenues
    • Figure 4.4: Revenues from Mobile Video Calling Premium Services (m) Split by 8 Key Regions 2012-2017
    • Table 4.5: Revenues from Mobile Video Calling Premium Services (m) Split by 8 Key Regions 2012-2017
    • 4.3.1. Mobile Video Calling Advertising Revenues
      • Figure 4.5: Mobile Video Calling Revenues from Advertising (m) Split by 8 Key Regions 2012-2017
      • Table 4.6: Mobile Video Calling Revenues from Advertising (m) Split by 8 Key Regions 2012-2017
      • Figure 4.6 : Mobile Video Calling Revenues from Premium Sales and Advertising ($m) Split by 8 Key Regions 2012-2017
      • Table 4.7: Mobile Video Calling Revenues from Premium Sales and Advertising ($m) Split by 8 Key Regions 2012-2017
  • 4.4. Conclusion

5. VoIP and mVoIP Players: Profiles And Positioning

  • 5.1. Introduction
  • 5.2. Vendor Assessment
    • 5.2.1. Vendor Assessment Methodology
      • Table 5.1: Vendor Capability Assessment Criteria
    • 5.2.2. Limitations and Interpretation
    • 5.2.3. Positioning Matrix Results
      • Figure 5.1: Global mVoIP Positioning Matrix
        • i. A3 Service Providers
        • ii. B1 Service Providers
        • iii. B2 Service Providers
        • iv. B3 Service Providers
        • v. The C1 Group
  • 5.3. Player Profiles
    • 5.3.1. Fring
      • Corporate
      • Service Offering and Business Model
      • Partnerships and Take Up
      • Juniper's View: Fring Key Strengths and Strategic Development Opportunities
    • 5.3.2. Nimbuzz
      • Corporate
      • Service Offering and Business Model
      • Partnerships and Adoption
      • Juniper's View: Nimbuzz's Key Strengths and Strategic Development Opportunities
    • 5.3.3. ooVoo
      • Corporate
      • Service Offering and Business Model
      • Partnerships, Adoption and Take Up
    • 5.3.4. Rebtel
      • Corporate
      • Service Offering and Business Model
      • Partnerships, Adoption and Take Up
    • 5.3.5. Skype
      • Corporate
      • Service Offering and Business Models
      • Partnerships, Adoption and Take up
      • Juniper's View: Key Strengths and Strategic Development Opportunities
    • 5.3.6. Tango
      • Corporate
      • Service Offering and Business Model
      • Partnerships, Adoption and Take Up
      • Juniper's View: Tango Key Strengths and Strategic Development Opportunities
    • 5.3.7. T-Mobile/ Bobsled
      • Corporate
      • Service Offering and Business Model
      • Partnerships, Adoption and Take Up
    • 5.3.8. Viber
      • Corporate
      • Service Offering and Business Model
      • Partnerships, Adoption and Take Up
      • Juniper's View: Viber Key Strengths and Strategic Development Opportunities
    • 5.3.9. Vivox
      • Corporate
      • Service Offering and Business Model
      • Partnerships, Adoption and Take Up
      • Juniper's View: Vivox Key Strengths and Strategic Development Opportunities
    • 5.3.10. Vonage
      • Corporate
      • Service Offering and Business Model
      • Partnerships, Adoption and Take Up
      • Juniper's View: Key Strengths and Strategic Development Opportunities
  • 5.4. Conclusion
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