米国のプリペイドワイヤレス市場 (2023年～2028年)：技術・用途・サービス別

当レポートでは、米国のプリペイドワイヤレスの市場を調査し、市場概要・背景、市場成長への各種影響因子の分析、加入者数および収益の予測、プリペイドワイヤレスサービスプロバイダーおよびMVNOの分析、ケーススタディ、付加価値サービスの動向などをまとめています。

目次

第1章 エグゼクティブサマリー

第2章 イントロダクション

第3章 米国の通信サービスプロバイダー

• ワイヤレスキャリアの提供サービス
  • プリペイドおよびポストペイドワイヤレス市場の概要
  • プリペイド技術のアプローチ
  • プリペイドおよびポストペイド市場の戦略
  • プリペイドワイヤレス技術
  • プリペイド市場の見通し
• 米国のプリペイドワイヤレス市場のハンドセットプロバイダー
• ワイヤレスプリペイドサービスの成長の原動力
• その他の要因と見通し

第4章 米国のプリペイドワイヤレスサービスプロバイダーの分析

• AT&T
• T-Mobile
• US Cellular
• Verizon
• ワイヤレスプリペイドプランの比較分析
• プリペイドワイヤレス業界の統合

第5章 SprintとT-Mobileの合併がプリペイドワイヤレスに与える影響

第6章 モバイル仮想ネットワーク事業者

• 概要
• MVNO：MNO資産を活用
• MVNO：MVNEインフラとサービスを活用
• MVNOの戦略
• MVNOの差別化
• プリペイドサービス vs ポストペイドサービス
• 計画の概要と分析
• 主なMVNOケーススタディ分析
  • Airlink Mobile (DS Mobile)
  • Airvoice Wireless
  • JOLT Mobile
  • Boost Mobile
  • Consumer Cellular
  • GreatCall
  • kajeet
  • Liberty Wireless
  • H2O Wireless (Locus Telecommunications)
  • Virgin Mobile USA
  • Cricket (AT&T)
  • Wal-Mart
  • Page Plus

第7章 米国のプリペイドワイヤレス市場の予測

• ワイヤレスプリペイド加入者の予測：接続タイプ別
• プリペイドワイヤレスの収益予測：タイプ・コネクティビティ別
• 月次ARPU予測
• プリペイドワイヤレスサービスプロバイダーの市場シェア

第8章 プリペイドワイヤレスの未来：付加価値サービス

• リアルタイム通信：RCSとWebRTC
• モバイルコマースにおけるプリペイドバリューとストアドバリュー
• BYODとプリペイド
• プリペイドと支払い
• プリペイドとウェアラブル
• プリペイドとスマートワークプレイス
• プリペイドとバーチャルリアリティ
• プリペイドと公衆安全
• プリペイドとIoT
• 付加価値サービスの提供戦略

第9章 米国のプリペイドワイヤレスに対するパンデミックの影響

• COVID-19と米国のプリペイド市場
• 主要企業のイニシアチブとステップ
• 米国のプリペイドワイヤレス市場の逆風

第10章 総論・提言

第11章 付録：MVNOの戦略

第12章 付録：5G技術・インフラ・サービス

第13章 5G技術

Figures

• Figure 1: Prepaid Phone Options
• Figure 2: Roaming in Cellular Networks
• Figure 3: AT&T Prepaid Pricing
• Figure 4: T-Mobile Prepaid Pricing
• Figure 5: Verizon Prepaid Pricing
• Figure 6: USA MVNOs
• Figure 7: Airvoice Wireless Pricing
• Figure 8: Jolt Mobile Pricing
• Figure 9: Consumer Cellular Pricing
• Figure 10: The 5G Network Slicing Infrastructure and Solution Ecosystem
• Figure 11: 5G Network Slicing Support of Different Application Types

Tables

• Table 1: Wireless Prepaid Unique Subscribers by Connectivity Network 2023 - 2028
• Table 2: Wireless Prepaid Subscribers 2023 - 2028
• Table 3: Wireless Prepaid Revenue by Voice vs. Data vs. VAS 2023 - 2028
• Table 4: Wireless Prepaid Revenue by Connectivity 2023 - 2028
• Table 5: Wireless Prepaid Revenue 2023 - 2028
• Table 6: Wireless Prepaid Average Monthly ARPU 2023 - 2028
• Table 7: Wireless Prepaid Vendor Market Share by Subscription 2023 - 2028

Overview:

This report evaluates the prepaid wireless market in the United States including major provider analysis and service assessment, technologies involved in prepaid service delivery, and assessment of the future of prepaid communications, content, and commerce. The report includes analysis of the 5G impact.

The report also analyzes major MVNO companies and offerings. The report also provides a view into the future of prepaid wireless and market forecasts through 2028 including subscribers and Revenue by Voice vs. Data vs. VAS and by Connectivity Type.

Prepaid wireless service providers in the United States have become increasingly competitive in recent years as they evolve offerings to be more on par with post-paid service features and plans. For example, Verizon Wireless now offers prepaid family plans, unlimited plans, and support for BYOD whereas this was not the case just a few years ago.

We anticipate the continued evolution of prepaid wireless in general as part of a dominant trend towards prepaying mobile services becoming increasingly more comparable with post-paid wireless. This is evidenced by Verizon's recent acquisition of TracFone, which we believe it will maintain as an entry-level prepaid offering while the company differentiates its core prepaid wireless service.

The future of prepaid wireless communications will depend on more than just carrier-centric applications, communications, content, and commerce. For example, we see prepaid as an important aspect of many next-generation services that are provided by a variety of third-party service companies that do not wish to offer a postpaid option as it would typically rely upon wireless carrier billing via prepay.

Growth in prepaid wireless service will also depend on the extent to which next-generation services, such as virtual reality, are generally supported on a pre-pay basis. This is to say that prepaid customers must have access to wireless data plans that put them on par with postpaid in terms of both bandwidth and low-latency required for acceptable end-user quality of experience.

While many emerging applications will be offered by Over-the-Top (OTT) service providers, we strongly recommend that MNOs offer their own branded/controlled Value-added Service (VAS) applications. The OTT application business model has caused data payload (e.g. apps that use data) to become increasingly more valuable to consumers than data itself, which is rapidly becoming a marginalized commodity. With this development, VAS applications become much more important to network operators.

With the ever-increasing commoditization of carrier core services (mostly voice and messaging), there will be a growing dependence on VAS applications for initially top-line revenue growth (as data growth tapers off and margins are squeezed) and then for margin growth as bearer services become a cost-plus commodity. Prepaid wireless service providers must also provide their own VAS apps to remain competitive, even if it necessitates them offering those apps on an OTT basis themselves.

Select Companies in Report:

Table of Contents

1. Executive Summary

2. Introduction

3. United States Communication Service Providers

• 3.1. Wireless Carrier Offerings
  • 3.1.1. Prepaid and Postpaid Wireless Market Overview
  • 3.1.2. Prepaid Technology Approaches
  • 3.1.3. Prepaid and Postpaid Market Strategy
  • 3.1.4. Prepaid Wireless Technology
  • 3.1.5. Prepaid Market Outlook
• 3.2. USA Prepaid Wireless Market Handset Providers
• 3.3. Drivers for Growth in Wireless Prepaid Services
  • 3.3.1. Credit Challenged
  • 3.3.2. Unbanked Users
    • 3.3.2.1. High costs
    • 3.3.2.2. Convenience
    • 3.3.2.3. Funding Needs
    • 3.3.2.4. Lack of knowledge
    • 3.3.2.5. Identification Requirements
    • 3.3.2.6. Bad Banking History
    • 3.3.2.7. Overall Perceptions of Banking
  • 3.3.3. Temporary and Infrequent Users
    • 3.3.3.1. Anonymity Market
    • 3.3.3.2. Cost Control Market
• 3.4. Other Factors and Outlook
  • 3.4.1.1. The OTT Effect
  • 3.4.1.2. The Unlimited Data Effect
  • 3.4.1.3. The 5G Effect
    • 3.4.1.3.1. 5G Market Focus and Network Readiness
    • 3.4.1.3.2. Consumer 5G Applications and Services
    • 3.4.1.3.3. Enterprise and Industrial 5G Apps: Prepay or MVNO Play?

4. United States Prepaid Wireless Service Provider Analysis

• 4.1. AT&T
  • 4.1.1. Plans
  • 4.1.2. Feature Analysis
  • 4.1.3. SWOT Analysis
  • 4.1.4. AT&T MVNO Companies
• 4.2. T-Mobile
  • 4.2.1. Overview
  • 4.2.2. Feature Analysis
  • 4.2.3. SWOT Analysis
  • 4.2.4. T-Mobile MVNO Companies
• 4.3. US Cellular
  • 4.3.1. Overview
  • 4.3.2. Plans
  • 4.3.3. Feature Analysis
  • 4.3.4. SWOT Analysis
• 4.4. Verizon
  • 4.4.1. Overview
  • 4.4.2. Plans
  • 4.4.3. Feature Analysis
  • 4.4.4. SWOT Analysis
  • 4.4.5. Verizon MVNO Companies
• 4.5. Comparative Analysis of Wireless Prepaid Plans
• 4.6. Prepaid Wireless Industry Consolidation

5. Sprint and T-Mobile Merger Impact on Prepaid Wireless

• 5.1.1. Impact on United States Carrier Ecosystem as a Whole
• 5.1.2. Impact on Mobile Virtual Network Operators
• 5.1.3. Impact on Prepaid Subsidiaries: Boost, Metro PCS, and Virgin Mobile

6. Mobile Virtual Network Operators

• 6.1. Overview
• 6.2. MVNOs Leverage MNO Assets
• 6.3. MVNOs Leverage MVNE Infrastructure and Services
• 6.4. MVNO Strategies
• 6.5. MVNO Differentiation
• 6.6. Prepaid vs. Postpaid Offerings
• 6.7. Plan Overview and Analysis
• 6.8. Select MVNO Case Study Analysis
  • 6.8.1. Airlink Mobile (DS Mobile)
  • 6.8.2. Airvoice Wireless
  • 6.8.3. JOLT Mobile
  • 6.8.4. Boost Mobile
  • 6.8.5. Consumer Cellular
  • 6.8.6. GreatCall
  • 6.8.7. kajeet
  • 6.8.8. Liberty Wireless
  • 6.8.9. H2O Wireless (Locus Telecommunications)
  • 6.8.10. Virgin Mobile USA
  • 6.8.11. Cricket (AT&T)
  • 6.8.12. Wal-Mart
  • 6.8.13. Page Plus

7. USA Prepaid Wireless Forecasts 2023-2028

• 7.1. Wireless Prepaid Subscriber Forecast by Connectivity Type 2023-2028
• 7.2. Prepaid Wireless Revenue Forecast by Type, and Connectivity 2023-2028
• 7.3. Monthly ARPU Forecast 2023-2028
• 7.4. Prepaid Wireless Service Provider Market Share 2023-2028

8. Future of Prepaid Wireless: Value-added Services

• 8.1. Real-time Communications: RCS and WebRTC
• 8.2. Prepaid and Stored Value in Mobile Commerce
• 8.3. BYOD and Prepaid
• 8.4. Prepaid and Payments
• 8.5. Prepaid and Wearables
• 8.6. Prepaid and the Smart Workplace
• 8.7. Prepaid and Virtual Reality
• 8.8. Prepaid and Public Safety
• 8.9. Prepaid and Internet of Things
• 8.10. Offer Strategies for Value Added Services
  • 8.10.1. Subscription
  • 8.10.2. Per-use Services
  • 8.10.3. Data
  • 8.10.4. Messaging
  • 8.10.5. On-demand Service
  • 8.10.6. Up-selling from On-demand to Subscription

9. Pandemic Impact on Prepaid Wireless in the United States

• 9.1. Has COVID-19 lifted the prepaid market in the United States?
• 9.2. Initiatives and Steps taken by Key Players
  • 9.2.1. Verizon
  • 9.2.2. T-Mobile and Sprint
  • 9.2.3. AT&T
• 9.3. Headwinds for the US Prepaid Wireless Market

10. Conclusions and Recommendations

11. Appendix: MVNO Strategies

• 11.1. MVNO Types
  • 11.1.1. Full MVNO
    • 11.1.1.1. Advantages
    • 11.1.1.2. Disadvantages
    • 11.1.1.3. Operational Model/MVNO Architecture
    • 11.1.1.4. MVNO Business Model (FULL MVNO)
  • 11.1.2. Service Provider
    • 11.1.2.1. Advantages
    • 11.1.2.2. Disadvantages
    • 11.1.2.3. Operational Model/MVNO Architecture
    • 11.1.2.4. MVNO Business Model
  • 11.1.3. ESP: Enhanced Service Provider (Hybrid MVNO)
    • 11.1.3.1. Advantages
    • 11.1.3.2. Disadvantages
    • 11.1.3.3. Operational Model/MVNO Architecture
    • 11.1.3.4. MVNO Business Model
  • 11.1.4. Branded Reseller
    • 11.1.4.1. Advantages
    • 11.1.4.2. Disadvantages
    • 11.1.4.3. Operational Model/MVNO Architecture
    • 11.1.4.4. MVNO Business Model
• 11.2. MVNO Models
  • 11.2.1. Discount MVNOs
  • 11.2.2. Lifestyle/niche MVNOs
  • 11.2.3. Media/Entertainment MVNOs
  • 11.2.4. Ethnic MVNOs
  • 11.2.5. Business MVNOs
  • 11.2.6. Brand MVNOs
  • 11.2.7. Data MVNOs
  • 11.2.8. M2M/Telemetry MVNOs
  • 11.2.9. Quad Play MVNOs
  • 11.2.10. Roaming MVNOs
• 11.3. Additional Case Study Analysis of USA MVNO Companies
  • 11.3.1. CellNUVO
  • 11.3.2. Cellular Abroad
  • 11.3.3. AirVoice Wireless
  • 11.3.4. Airlink Mobile
  • 11.3.5. Jasper Wireless (Cisco)
  • 11.3.6. ZingPCs
  • 11.3.7. Boost Mobile
  • 11.3.8. Disney Mobile
  • 11.3.9. ZIP SIM
  • 11.3.10. Bratz Mobile
  • 11.3.11. Consumer Cellular
  • 11.3.12. CREDO Mobile
  • 11.3.13. DBS Communications
  • 11.3.14. Defense Mobile
  • 11.3.15. Freedom-Wireless
  • 11.3.16. GreatCall
  • 11.3.17. Kajeet
  • 11.3.18. KORE Wireless
  • 11.3.19. Liberty Wireless
  • 11.3.20. MetroPCS
  • 11.3.21. Lycamobile
  • 11.3.22. PixWireless
  • 11.3.23. National Geographic
  • 11.3.24. NET10
  • 11.3.25. Nextel Partners
  • 11.3.26. Page Plus
  • 11.3.27. Payless Cellular
  • 11.3.28. PlatinumTel Communications
  • 11.3.29. Google Fi
  • 11.3.30. Red Pocket Mobile
  • 11.3.31. Ting
  • 11.3.32. Total Call Mobile
  • 11.3.33. TracFone Wireless
  • 11.3.34. Virgin Mobile USA
  • 11.3.35. Cricket Wireless
  • 11.3.36. H2O Wireless
  • 11.3.37. RingPlus
  • 11.3.38. PureTalk

12. Appendix: 5G Technology, Infrastructure, and Services

13. 5G Technology

• 13.1. 5G and Core Network Infrastructure
  • 13.1.1. 5G and Edge Computing
  • 13.1.2. 5G and Network Slicing
• 13.2. 5G and Radio Network Infrastructure
• 13.3. 5G Capabilities
• 13.4. 5G and Ultra-high Definition Voice Service
• 13.5. 5G and Non-voice Applications and Services
• 13.6. 5G Impact on Public Safety Services
• 13.7. 5G Impact on the Internet of Things