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市場調查報告書
行動寬頻:對固網業者的威脅?
Mobile Broadband: another substitution threat for fixed operators?
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行動寬頻:對固網業者的威脅? 是由出版商Analysys Mason在2008年08月所出版的。
這份英文市場調查報告書價格從美金3039起跳。
本報告書調查歐洲26國行動寬頻用戶數的成長動向(至2013年),內容包括行動寬頻成長的課題、行動寬頻業者成本管理策略、以行動代替固定的幅度等等,內容綱要摘記如下:
總括
第1章 奪去固定寬頻佔有率的行動寬頻固定ブロードバンドのシェアを奪うモバイルブロードバンド
- 消費趨向寬頻市場的分歧
- 行動寬頻:雖然只佔寬頻市場的兩成,但急速擴大中
- 雖然收費難以比較,但行動寬頻的費用似乎比固定低
- 遠離固定寬頻的證據
第2章 行動寬頻的替代率、網路容量、成本限制
- 行動寬頻的引進率:外部因素的影響帶來地區差異
- 寬頻客戶的平均使用狀況
- MNO:有必要分開思考網路成本與頻寬利用
- MNO:拉下零售槓桿以管理成本
- 固定寬頻成本:雖然大幅降低,但有上升可能性
第3章 行動寬頻:行動與固網業者策略的影響力
- 行動寬頻讓固定寬頻普及率降低
- MNO的集中策略讓新的轉移開始
- 固網業者革新的必要
- 固定批發部門的觀察是複合的
行動
圖表
Abstract
“ Fixed broadband now has a rival that can inflict serious damage. As
mobile operators shift from convergence to substitution strategies, fixed
operators need to focus on adaptation rather than on defence.”
Product overview
The popularity of mobile broadband access via USB modems has taken mobile and
fixed operators in Europe by surprise. Fixed operators are concerned because
they are losing market share in the area that has been their major engine of
growth; mobile operators are worried because competition in mobile broadband
has driven down retail prices to far below cost. This report explains the new
dynamics of the broadband market with reference to the cost and retail levers
that mobile operators can pull. It also examines the longer-term strategic
implications for the fixed industry of facing another round of substitution
and those for the future of convergence.
The report provides forecasts of numbers of mobile broadband subscribers in 26
European markets to 2013, breaking subscriptions down into those that are new
and substitutive and those that are complementary to fixed. In addition, the
report provides snapshots of the price of over 450 mobile broadband services
across Europe in 1Q and 2Q 2008.
Mobile broadband: another substitution threat for fixed operators? Answers your key questions:
- What is the penetration of mobile broadband now?
- How far is the growth of mobile broadband limited by cost?
- What will mobile operators do to control costs?
- To what extent will mobile broadband be substitutive or complementary?
- Which European markets will be most receptive to mobile broadband?
Who should read this report?
- Fixed operators: Understand the drivers for, and limitations on,
the growth of mobile broadband. See granular forecasts for individual markets
that show the potential substitutive effect of mobile broadband. Understand
the strategic implications of mobile broadband for the different parts of your
businesses.
- ISPs: See how mobile broadband will affect the value of your
businesses.
- Mobile operators: Pinpoint the differences between European
markets, with respect to mobile broadband. Understand the size of the
addressable market for mobile broadband.
Table of Contents
0 Summary
1. Mobile broadband is rapidly taking market share from fixed broadband
- 1.1 The consumer broadband market is now at a crossroads
- 1.2 Mobile broadband is known to account for nearly 20% of some broadband
markets and is growing fast
- 1.3 Although prices are not directly comparable, mobile broadband can
already appear cheaper than fixed
- 1.4 There is already evidence of considerable substitution of fixed
broadband
2. Network capacity and costs place some limits on the rate of substitution by mobile broadband
- 2.1 External factors can cause regional differences in mobile broadband
take-up
- 2.2 The mean usage per broadband customer can disguise a low median usage
- 2.3 MNOs need to dissociate network costs from bandwidth demands
- 2.4 MNOs can pull a number of retail levers to manage costs
- 2.5 Fixed broadband costs cannot fall much further, and could conceivably
rise
3. Mobile broadband will have profound implications for the strategyof mobile and fixed operators
- 3.1 Mobile broadband will reduce fixed broadband penetration
- 3.2 MNOs' convergence strategies are beginning to shift again
- 3.3 Fixed broadband players will have to re-invent themselves again
- 3.4 The outlook for fixed wholesale divisions is mixed
- Actions
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List of figures and tables
- Figure 1.1: Proportion of total broadband subscribers taking mobile
broadband compared to that taking DSL in selected European markets, 1Q 2008
- Figure 1.2: Comparison of prices for contract mobile broadband and DSL in
26 European markets at 2Q 2008
- Figure 1.3: Price of annual contract for mobile broadband as a proportion
of per-capita GDP in 26 European markets at 2Q 2008
- Figure 1.4: Comparison of spend on mobile voice minutes and price of
mobile broadband in 26 European markets at 2Q 2008
- Figure 1.5: Premiums for mobile broadband and mobile voice in 26 European
markets at 2Q 2008
- Figure 1.6: Broadband subscribers in Austria, 1Q 2007 - 1Q 2008
- Figure 2.1: Percentage of households with no fixed service in selected
markets, EOY2007
- Table 2.1: Availability of main 3GPP advanced wireless technologies
- Figure 2.2: Trends in mobile data usage, TDM backhaul costs and ARPU
- Figure 2.3: Typical mobile network operating costs per subscriber per
cellular sector
- Figure 2.4: Typical DSL network costs per subscriber per exchange for full
and shared LLUB
- Figure 3.1: Mobile modem and datacard broadband subscriptions, new and
substitutive and complementary, in Europe, 2006 - 2013
- Figure 3.2: Fixed and mobile broadband subscriptions in Europe, 2006 - 2013
- Figure 3.3: Broadband-equipped sites in Europe, split into fixed-only,
fixed and mobile, and mobile-only, 2006 - 2013
- Figure 3.4: Percentage of mobile-only broadband homes, 2013
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