VoIP·IP通訊:克服OTT企業威脅的通訊業者的策略 是由出版商Informa Telecoms & Media在2012年01月所出版的。
這份英文市場調查報告書價格從美金1592起跳。
本報告提供全球OTT通訊市場現況與展望調查分析,對行動通訊業者來說的威脅,OTT通訊市場實現因素和障礙,通訊業者的OTT通訊策略,通訊業者及OTT供應商的OTT IP為基礎的通訊的展望等彙整資料,為您概述為以下內容。
OTT IP通訊的威脅的評估與測量:行動通訊業者的展望
- KPN:智慧型手機普及率與低SMS流量的關係性的說明
- 西歐:語音·通訊·資料收益的總收益的比例:2009年第四季 vs 2010年第四季
- 東歐:語音·通訊·資料收益的總收益的比例:2009年第四季 vs 2010年第四季
- Vodafone:歐洲的行動服務收益的組成:2011年/2012年第一季
- 德國:商品搭售的收益保護和SMS·流量的成長
行動VoIP·IP-based通訊市場:實現因素與阻礙
- 全球智慧型手機銷售的終端總銷售台數的比例:各地區:2010-2016年
- 全球終端總數的智慧型手機普及率:主要各國:2010-2016年
- 全球應用程式商店:各類型企業
- 全球應用程式商店的OS支援:2011年第2季半年
- 主要應用程式商店:該國不同市場佔有率
- 全球行動寬頻用戶:各地區:2011年第一季
相關案例研究:RIM的BlackBerry Messenger行動IM服務
- BBM連結應用程式
- BBM音樂
- 業務收益:2009年第一季-2012年第2季
- 收益:2009年第一季-2012年第2季
- 設備收益:2009年第一季-2012年第2季
- 全球BlackBerry用戶數:2009年第一季-2012年第2季
- 主要的BBM連接應用程式
- BlackBerry Messenger的SWOT分析
相關案例研究:WhatsApp的行動即時通訊服務
- iOS用
- BlackBerry用
- Android用
- SWOT分析
相關案例研究:Viber Media的VoIP·IP通訊服務
- OS用
- Android用
- 用戶數:2010年10月-2011年11月
- SWOT分析
相關案例研究:Facebook Messenger(行動即時通訊&群組通訊用應用程式)
- 訊息的整合
- 地點應對力
- 群組通訊
- BlackBerry用
- 現時用戶:2011年11月·12月
- SWOT分析
相關案例研究:Nimbuzz的OTT VOIP&通訊服務
- Nimbuzz概要:2011年第2季
- BlackBerry用Nimbuzz
- 多功能手機用Nimbuzz
- Naspers/MIH集團公司結構
- 行動VoIP&通訊的主要供應商(2011年第2季)
- Nimbuzz的SWOT分析
相關案例研究:Pinger的TextFree通訊服務
- Inbox:iPhone用Pinger TextFree
- 交談螢幕·Android用Pinger TextFree
- Pinger的wall 的提供
- TextFree用戶免費SMS延遲的國家
- Pinger SWOT分析
相關案例研究:Palringo的行動即時通訊門戶網站的整合服務
- Palringo的行動即時通訊社群
- Windows行動用Palringo
- Palringo和iPhone的地點
- Palringo的SWOT分析
OTT的課題克服的5個策略:行動通訊業者的展望
- KPN的高品牌用的新費用計劃
- Vodafone UK的行銷聲明
- T-Mobile Germany:VoIP的費用選擇
- T-Mobile USA:iOS的用戶界面範例
- KDDI的Skype au
- O2 Connect
OTT通訊的經營者策略:5個其中3個策略未來的保證未確定
OTT IP-based通訊:行動應用軟體業者及OTT供應商預測
- IP通訊:OTT供應商和行動/固定經營者的地位
- KPN Netherlands:消費者取向無線ARPU(2010年第一季-2011年第3季)
- 行動應用軟體業者的RCSe服務的引進計劃
- 主要OTT行動IP通訊供應商:市場區分·用戶·各流量
Abstract
The increasing penetration of smart-phones and mobile data plans in
developed markets has enabled sophisticated mobile VoIP and instant messaging
applications such as Viber Media, BlackBerry Messenger, WhatsApp, KakaoTalk,
Facebook Messenger, Apple's iMessage and Samsung's ChatON.
Summary
VoIP and IP Messaging: Operator Strategies to Combat the Threat from OTT
Players will provide a timely analysis of the mVoIP and IP messaging market,
as Internet companies, device manufacturers and application developers all
seek to provide services that will impact mobile operators' traditional
revenue streams from voice and messaging.
Overview
One of the key attractions for consumers with regards to mobile VoIP and IP
messaging applications is the misconception that they enable 'free' voice
and/or messaging among their community of users; mobile users will still need
to purchase a smart-phone and a mobile data plan in order to use the services.
That the services are 'free' however, is not the mobile operators' only
problem. Consumers currently use OTT services because they are free, but the
risk for mobile operators is that in the future, consumers use OTT services
because they are better than the operators' own services - eventually
rendering the mobile operator invisible.
Today's OTT players are only having a small impact on mobile operators' voice
and messaging revenues, because the relative user base is small. But as the
penetration of smart-phones and mobile broadband grows, so too will the
penetration of the services provided by the OTT companies, potentially
resulting in a corresponding decline in operators' voice and messaging traffic.
Mobile operators are pursuing five key strategies in order to protect their
revenues from voice and messaging: do nothing, fight, neutralize, partner or
emulate. Only three of these strategies are future-proof, according to
Informa's research.
This report provides a detailed analysis of the OTT IP communications market,
including an evaluation of the threat that OTT IP communications represents to
mobile operators, market enablers and inhibitors, operators' strategies for
OTT communications and the outlook for OTT IP-based messaging for operators
and OTT providers. The report also features seven case studies on OTT IP or
messaging communications providers, including Viber Media and WhatsApp.
Case Studies included:
- Viber Media
- WhatsApp
- Facebook Messenger
- BlackBerry Messenger
- Nimbuzz
- Pinger
Countries / Sectors / Companies Covered
Countries: Global
Sectors: Voice-over-IP, IP messaging, mobile instant messaging, mobile
group messaging
Companies: mobile operators, Telefonica, T-Mobile, Vodafone, WhatsApp,
Viber Media, Facebook, BlackBerry Messenger, Nimbuzz, Palringo
Key issues addressed in this edition:
- Evaluating and sizing the threat from OTT IP communications
- Market enablers and inhibitors
- Operators' strategies for OTT communications
- OTT IP-based messaging: outlook for mobile operators and OTT providers
Table of Contents
Mobile VoIP and IP Messaging: Operator strategies to combat the threat from OTT players Executive Summary -PowerPoint file (30 slides)
Evaluating and sizing the threat from OTT IP communications: The mobile operator perspective
- Fig. 1: KPN: Illustration of the correlation between smartphone
penetration and lower SMS traffic
- Fig. 2: Western Europe: Voice, messaging and data revenues as a percentage
of total revenues, 4Q09 vs. 4Q10
- Fig. 3: Eastern Europe: Voice, messaging and data revenues as a percentage
of total revenues, 4Q09 vs. 4Q10
- Fig. 4: Vodafone: Europe mobile service revenue mix 1Q 11/12
- Fig. 5: Germany: Growing SMS and traffic volume through bundling
safeguards revenue
Mobile VoIP and IP-based messaging market enablers and inhibitors
- Fig. 1: Global, smartphone sales penetration as a proportion of total
handset sales, by region, 2010-2016
- Fig. 2: Global, smartphone penetration of total handsets, by selected
countries, 2010-2016
- Fig. 3: Global, app stores by company type, 2Q11
- Fig. 4: Global, OS support among app stores, 2Q11
- Fig. 5: Main international app stores by share of countries per region
with localized presence, 2Q11
- Fig. 6: Global, mobile broadband subscribers, by region, 1Q11
Case study: RIM's BlackBerry Messenger mobile-IM service
- Fig. 1: BBM-Connected applications
- Fig. 2: Research in Motion's BBM Music
- Fig. 3: Research in Motion's service revenues, 1Q09-2Q12
- Fig. 4: Research in Motion's revenues, 1Q09-2Q12
- Fig. 5: Research in Motion device revenues, 1Q09-2Q12
- Fig. 6: Global, BlackBerry subscriptions, 1Q09-2Q12
- Fig. 7: A selection of BBM-Connected applications
- Fig. 8: BlackBerry Messenger SWOT analysis
Case study: WhatsApp's mobile-instant-messaging service
- Fig. 1: WhatsApp for iOS
- Fig. 2: WhatsApp for BlackBerry
- Fig. 3: WhatsApp for Android
- Fig. 4: WhatsApp SWOT analysis
Case study: Viber Media's VoIP and IP-messaging service
- Fig. 1: Viber Media for iOS
- Fig. 2: Viber Media for Android
- Fig. 3: Viber Media users, Dec-10 to Nov-11
- Fig. 4: Viber Media SWOT analysis
Case study: Facebook Messenger, the application for mobile instant messaging and group messaging
- Fig. 1: Facebook Messenger, integration with Messages
- Fig. 2: Facebook Messenger, location capability
- Fig. 3: Facebook Messenger, group messaging
- Fig. 4: Facebook Messenger for BlackBerry
- Fig. 5: Facebook Messenger, active users, Nov-Dec 2011
- Fig. 6: Facebook Messenger SWOT analysis
Case study: Nimbuzz's over-the-top voice-over-IP and messaging service
- Fig. 1: Nimbuzz at a glance, 2Q11
- Fig. 2: Nimbuzz for BlackBerry
- Fig. 3: Nimbuzz for feature phones
- Fig. 4: Naspers/MIH Group company structure
- Fig. 5: Mobile VoIP and messaging, selected providers, 2Q11
- Fig. 6: Nimbuzz SWOT
Case study: Pinger's TextFree messaging service
- Fig. 1: Inbox, Pinger TextFree for iPhone
- Fig. 2: Conversation screen, Pinger TextFree for Android
- Fig. 3: Pinger offer wall
- Fig. 4: Countries to which TextFree users can send free SMS
- Fig. 5: Pinger SWOT analysis
Case study: Palringo's mobile-instant-messaging-portal aggregation service
- Fig. 1: Palringo mobile-instant-messaging communities
- Fig. 2: Palringo for Windows Mobile
- Fig. 3: Palringo with location on iPhone
- Fig. 4: Palringo SWOT
Five strategies to overcome the OTT issue: The mobile operator perspective
- Fig 1: KPN's new tariff plan for its Hi brand
- Fig. 2: Vodafone UK marketing statements
- Fig. 3: T-Mobile Germany: VoIP tariff option
- Fig. 4: T-Mobile USA: Example of Bobsled user interface on iOS
- Fig 5: KDDI's Skype au
- Fig. 6: O2 Connect
Operators' strategies for OTT communication: Three out of five strategies are not future-proof
- The five strategic options mapped against six critical criteria
OTT IP-based messaging: Outlook for mobile operators and OTT providers
- Fig. 1: IP communications: the respective positions of over-the-top
providers vs. mobile/fixed operators
- Fig. 2: KPN Netherlands, consumer wireless ARPU, 1Q10-3Q11
- Fig. 3: Mobile operators, planned deployments of RCSe services
- Fig. 4: Selected OTT mobile IP messaging providers by segment, users and
traffic
面對OTT基本IP通信服務的威脅,通訊事業者的策略
2012年02月07日
Global Information, Inc.已開始銷售Informa Telecoms & Media所發行的報告書「VoIP and IP messaging; operator strategies to combat the threat from OTT players (VoIP·IP通訊:克服OTT企業威脅的通訊業者的策略)」
Informa分析通訊事業者為對抗OTT基本IP通信服務的威脅、現在採用的5個策略。
為從OTT侵蝕收益情況下守護核心事業,此策略不是各自獨立的形式,以效果最大化之一或複數組合來實施。
大部分通訊事業者採用的是防禦性策略,經營者聚焦於保護收益,未努力創出新的收益。
然通訊事業者從OTT通信中間接獲得恩惠。總之,由於OTT服務需連接數據,通訊事業者的數據收益最終還是增加。
此外,大部分的策略亦屬反應型。因為通訊事業者已開始體認到OTT通信服務侵蝕收益,需要與此傾向對抗的策略。
策略1:什麼都不做-否定OTT,接受現狀
希望能有助於數據利用量增加,針對任何服務,幾個具歷史性的通訊事業者有採取旁觀主義方法的傾向。這樣的服務亦包括OTT服務通信。
事實上通訊事業者確信,VoIP•IP messaging長時間連接的通信服務,成為顧客採用自動更新數據計劃的強力誘因。
尤其在預付的領域,通訊事業者開發BlackBerry Messenger (BBM)的服務。藉由敦促用戶利用長時間連接的收費數據計劃,打算為用戶行動帶來恆久的變化。
策略2:與OTT服務搏鬥
許多經營者藉由使用阻礙加入者的IP通信,打算與OTT基本通信直接搏鬥。
對加入者來說,利用IP通信具經濟上不利的條件,再加上IP服務使用部分阻擋的技術性解決方案,故實施此策略。
許多通訊事業者導入組合服務水準和應用控制(限制及節流)的費用制。
以上介紹了5個策略的部分,其他策略請看本報告書。
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