全球通訊市場委外動向・預測（2007年至2012年）

Abstract

How are wireless carriers, traditional carriers and the new VNOs shedding expense, operating more efficiently, and improving their bottom line? Service providers are increasingly outsourcing certain functions and relying on service bureaus and clearinghouses to handle such functions as billing, fraud prevention, customer service, and directory assistance.

For new operators, such as the MVNOs, outsourcing is all about speed-to-market and expensing non-core functions that can be purchased in the marketplace. Owning an entire network and all of its operations is no longer a necessity; building services from the ground-up can exhaust years of effort, during which time the market moves stranding capital assets.

Moreover, the complexity of operational architectures and the variety of services being offered (wireless, Internet, VoIP, and cable) means intricate brokering functions must be performed when interconnecting carriers. Hence, OSS interconnection clearinghouses and other types of interconnection services will emerge in the years ahead. In this study we document the potential to build network operations from purchased piece parts including SS7 clearinghouse, directory assistance, billing, and OSS inter-connection services.

Table of Contents

EXECUTIVE SUMMARY

• 1.1 The New Business Paradigm
• 1.2 What Lies Ahead
• 1.3 What to Outsource
• 1.4 The Market for Outsourcing Services

TELECOMMUNICATIONS SECTOR DYNAMICS

• 2.1 New Communication Paradigms
• 2.2 Telephony Faces Convergence and Mobility
• 2.3 Sector Headcount
• 2.3.1 Wireline Access
• 2.3.2 Mobile Service
• 2.3.3 The Internet
• 2.4 The New Business Paradigm

WHAT THE NEW TELECOMMUNICATIONS SERVICE PARADIGM MEANS FOR OUTSOURCING

• 3.1 The Rise of VoIP & the Demise of the PSTN
• 3.2 Wireline Voice Dynamics Spurs Outsourcing
• 3.3 Wireless Growth Requires Low-Cost Outsourcing Solutions
• 3.4 MVNO: A Dirty Word?

EQUIPMENT VENDORS & OUTSOURCING

• 4.1 From Proprietary to Industrial Platforms
• 4.2 Wireline OEMs
  • 4.2.1 Alcatel-Lucent
  • 4.2.2 Nortel
  • 4.2.3 Nokia-Siemens
  • 4.2.4 Ericsson
  • 4.2.5 Cisco
• 4.3 Wireless OEMs
• 4.4 How They Are Coping
  • 4.4.1 Margin Stacking
  • 4.4.2 Chipset Integration
  • 4.4.3 Scale Economies
• 4.5 OEM Outlook

THE OUTSOURCING BUSINESS MODEL

• 5.1 An Industry in the Midst of Transformation
• 5.2 Operators
• 5.3 OEMs
  • 5.3.1 Alcatel-Lucent
  • 5.3.2 Ericsson
  • 5.3.3 Nokia-Siemens
• 5.4 Systems Integrators

OUTSOURCED SERVICE PROVIDERS

• 6.1 Strategy and Cost
• 6.2 Vendor Activity Classification
  • 6.2.1 Signaling System #7 (SS#7) Interconnection
  • 6.2.2 Operation Support System (OSS) Interconnection
  • 6.2.3 Billing Outsourcing
  • 6.2.4 Directory Service
  • 6.2.5 Operator Services
  • 6.2.6 Network Management Outsourcing
  • 6.2.7 Performance Management
  • 6.2.8 Security
  • 6.2.9 Customer Care
  • 6.2.10 Training
  • 6.2.11 Wireless Roaming Clearinghouse
• 6.3 Vendor Activity Summary
  • 6.3.1 Airpath
  • 6.3.2 Al-Majaz
  • 6.3.3 Amdocs
  • 6.3.4 Argent Networks
  • 6.3.5 BTSLogic
  • 6.3.6 Call Genie
  • 6.3.7 CGI
  • 6.3.8 Cisco
  • 6.3.9 Convergys
  • 6.3.10 Electronic Data Systems (EDS)
  • 6.3.11 Embarq
  • 6.3.12 Ericsson
  • 6.3.13 Hewlett Packard
  • 6.3.14 IBM
  • 6.3.15 ILD Telecommunications
  • 6.3.16 Infosys Technologies
  • 6.3.17 Intec
  • 6.3.18 Intertex Data AB
  • 6.3.19 Local Matters
  • 6.3.20 LSSi
  • 6.3.21 mobilePeople
  • 6.3.22 NeuStar
  • 6.3.23 Q1 Labs
  • 6.3.24 SecureLogix
  • 6.3.25 Syniverse
  • 6.3.26 Tata Consultancy Services (TCS)
  • 6.3.27 Tektronix
  • 6.3.28 Telcordia
  • 6.3.29 VeriSign
  • 6.3.30 VoltDelta
  • 6.3.31 Wipro

THE MARKET FOR OUTSOURCED SERVICES

• 7.1 Addressing Network Transformation
• 7.2 The Wireless Services Outsourcing Markets
  • 7.2.1 Worldwide Wireless Revenues
  • 7.2.2 Addressable Wireless Revenues
  • 7.2.3 Addressable Wireless OPEX
  • 7.2.4 Wireless Outsourcing Component Revenue Estimates
    • 7.2.4.1 Billing
    • 7.2.4.2 Training
    • 7.2.4.3 Directory and Operator Services
    • 7.2.4.4 Network Maintenance
    • 7.2.4.5 Customer Care
    • 7.2.4.6 Wireless Roaming Clearinghouse
    • 7.2.4.7 OSS and SS#7 Interconnection Clearinghouse
  • 7.2.5 All Outsourcing Components
  • 7.2.6 OEM Wireless Managed Deals
  • 7.2.7 Indian System Integrators Wireless Managed Deals
• 7.3 The Wireline Services Outsourcing Market
  • 7.3.1 Worldwide Wireline Revenues
  • 7.3.2 Addressable Wireline Revenues
  • 7.3.3 Addressable Wireline OPEX
  • 7.3.4 Wireline Outsourcing Component Revenue Estimates
    • 7.3.4.1 Billing
    • 7.3.4.2 Training
    • 7.3.4.3 Directory and Operator Services
    • 7.3.4.4 Network Maintenance
    • 7.3.4.5 Customer Care
    • 7.3.4.6 OSS and SS#7 Interconnection Clearinghouses
  • 7.3.5 All Wireline Components
  • 7.3.6 OEM Wireline Managed Deals
  • 7.3.7 Indian System Integrators Wireline Managed Deals
• 7.4 Summary and Outlook

• I-1 The Maturation of a Comprehensive and Successful Outsourcing Strategy

• V-1 The Maturation of a Comprehensive and Successful Outsourcing Strategy

• VI-1 General Outsourcing Model

• I-1 Outsourced Services Market Estimate for Wireline and Wireless

• II-1 Worldwide Wireline Subscribers by Region
• II-2 Worldwide Wireless Subscribers by Region
• II-3 Worldwide Internet Subscribers by Region

• III-1 US Long Distance Voice Market
• III-2 3G Average Vendor Wireless Handset Costs
• III-3 Vendor Wireless Node-B Price Declines
• III-4 MVNO Subscribers (Millions) and Percent of Market
• III-5 Largest MVNO Operators

• IV-1 Global Telecommunications Equipment Market

• V-1 Vendor Service Revenues
• V-2 Select Indian System Integrators, All Outsourcing Revenue
• V-3 Select Indian System Integrators, Telecom Outsourcing Revenue

• VI-1 Vendor Activity Summary

• VII-1 Global Wireless Revenue Forecast
• VII-2 Estimated Revenues for the Addressable Wireless Market
• VII-3 Estimated Addressable Wireless OPEX Outsourcing
• VII-4 Outsourced Wireless Billing Market Estimate
• VII-5 Outsourced Wireless Training Market Estimate
• VII-6 Outsourced Wireless Directory Services Market Estimate
• VII-7 Outsourced Wireless Operator Service Market Revenue
• VII-8 Outsourced Wireless Network Maintenance Market Estimate
• VII-9 Outsourced Wireless Customer Care Market Estimate
• VII-10 Outsourced Wireless Roaming Clearinghouse Market Estimate
• VII-11 Outsourced Wireless OSS Interconnection Clearinghouse Market Estimate
• VII-12 Outsourced Wireless SS#7 Clearinghouse Market Estimate
• VII-13 All Wireless Outsourced Services Market Estimate
• VII-14 OEM Wireless Managed Deals Market Estimate
• VII-15 Global Wireline Revenue Forecast
• VII-16 Estimated Revenues for the Addressable Wireline Market
• VII-17 Estimated Addressable Wireline OPEX Outsourcing
• VII-18 Outsourced Wireline Billing Market Estimate
• VII-19 Outsourced Wireline Training Market Estimate
• VII-20 Outsourced Wireline Directory Services Market Estimate
• VII-21 Outsourced Wireline Operator Services Market Estimate
• VII-22 Outsourced Wireline Network Maintenance Market Estimate
• VII-23 Outsourced Wireline Customer Care Market Revenue
• VII-24 Outsourced Wireline OSS Interconnection Clearinghouse Market Estimate
• VII-25 Outsourced Wireline SS#7 Clearinghouse Market Estimate
• VII-26 All Wireline Outsourced Services Market Estimate