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市場調查報告書

LTE的收益化:行動終端資料成長的資本化

Monetising LTE: Capitalising on the Growth of Mobile Handset Data

出版商 Analysys Mason 商品編碼 310902
出版日期 內容資訊 英文 PPT and PDF (30 slides)
商品交期: 最快1-2個工作天內
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LTE的收益化:行動終端資料成長的資本化 Monetising LTE: Capitalising on the Growth of Mobile Handset Data
出版日期: 2014年08月20日 內容資訊: 英文 PPT and PDF (30 slides)
簡介

全球4G(LTE)終端連線數預計從2013年的1億8700萬至2018年的14億成長670%,不過預計同期間行動終端資訊服務收益成長僅64%。這對業者顯示出,如何將LTE服務收益化是一大課題。

本報告以業者的LTE服務的收益化為主題、提供收益化課題、策略及市場機會相關的分析。

處理的主要主題

  • 行動數據收益化課題:行動收益預測分析,LTE開始對收益影響的評估與對行動ARPU的影響
  • LTE商品搭售策略:業者的附加價值服務及LTE費用連接擴大(即多設備費用)綁定套組的評估
  • 廣泛的市場機會:預付市場,資料分配數量的範圍,及MVNO市場上LTE的影響的評估

調查對象企業

  • AT&T
  • EE
  • FreedomPop
  • Free Mobile
  • Hutchison Whampoa
  • KDDI
  • LG Uplus
  • NTT DoCoMo
  • Orange
  • SFR
  • SK Telecom
  • Telefonica
  • Telekom Deutschland (T-Mobile)
  • Telenor
  • TeliaSonera
  • Telstra
  • Yuilop
  • Verizon Wireless
  • Vodafone

關於作者

目錄

Operators that can bring 4G tariffs to low-end smartphone users will be winners because of a higher potential ARPU uplift.

The number of 4G (LTE) handset connections worldwide will increase from 178 million in 2013 to 1.4 billion in 2018 - a growth of 670% - while mobile handset data service revenue will only grow by 64% during the same period. This presents a major challenge for operators - how to monetise LTE services. Operators are deploying a variety of strategies including price premiums, reserving LTE for premium tariffs, bundling content and broadening connectivity to a wider range of devices through multi-device tariffs.


This report addresses the following topics and provides recommendations for operators.

  • The challenges of monetising mobile data: Analysing mobile revenue forecasts, assessing the revenue impact of LTE launches, and the impact of this on mobile ARPU.
  • LTE bundling strategies: Evaluating operators' value-added services and connectivity extension (that is, multi-device tariffs) bundles for LTE tariffs.
  • The broader market opportunity: Assessing the impact of LTE on the prepaid market, data allowance overage and the MVNO market.

COMPANY COVERAGE

The following companies are mentioned in this report.

  • AT&T
  • EE
  • FreedomPop
  • Free Mobile
  • Hutchison Whampoa
  • KDDI
  • LG Uplus
  • NTT DOCOMO
  • Orange
  • SFR
  • SK Telecom
  • Telefónica
  • Telekom Deutschland (T-Mobile)
  • Telenor
  • TeliaSonera
  • Telstra
  • Yuilop
  • Verizon Wireless
  • Vodafone

ABOUT THE AUTHORS

Stephen Sale (Principal Analyst) is the lead analyst for Analysys Mason's Mobile Services and Next-Generation Services research programmes. His primary areas of specialisation include next-generation communication services, over-the-top (OTT) player strategies and mobile pricing. He also has extensive experience in analysing mobile operator strategies and forecasting mobile service markets. Before joining Analysys Mason in 2004, Stephen worked in the industry on areas that include VoIP, next-generation service architecture and broadband access. He has a degree in economics and an interdisciplinary MRes from the University of London.

Patrick Rusby (Research Analyst) is the lead analyst for Analysys Mason's SME Strategies research programme, and contributes to the Mobile Services programme within the Consumer research practice. Patrick's areas of specialisation for SME strategies are SME technology trends and adoption, enterprise mobility, SaaS and IaaS services for SMEs and unified communications. Within Mobile Services, Patrick is focused on the MVNO market and churn-reduction strategies for operators. Patrick was previously a Research Manager for Knowledge Peers, a peer learning platform helping SME CxOs share best practice in finance, technology and telecoms. He holds a Master's degree in Contemporary British Politics from Goldsmiths College, University of London.

Ronan de Renesse (Principal Analyst) is the lead analyst for Analysys Mason's Mobile Devices and Digital Economy research programmes. His primary areas of specialisation include smartphone and tablet adoption, rich media applications and services on mobile, mobile content and data monetisation, and over-the-top (OTT) company strategies. Ronan has been analysing the telecoms and media industry since 2003. Prior to joining Analysys Mason, Ronan was a Senior Analyst and the Head of Mobile at IHS Screen Digest, where he had overall responsibility for the Mobile Media Intelligence service and all related activities. Before becoming an industry analyst, Ronan was an academic researcher at the Centre for Telecommunications Research at King's College London. He had numerous articles published in international technology journals and also gave various presentations at high-profile conferences. Ronan holds a PhD in Telecommunications from King's College London. He has also participated on the GSMA Global Mobile Awards judging panel.

Table of Contents

  • Executive summary
  • Recommendations
  • The challenge of monetising mobile data
  • LTE bundling strategies
  • Addressing the broader market opportunity
  • About the authors and Analysys Mason
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