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市場調查報告書
行動業者將來的商業模式:寬頻・各種合作・批發・Mobile2.0(第2版)
Future Mobile Operator Business Models: Broadband, Partnerships, Wholesale and Mobile 2.0, 2nd Edition
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行動業者將來的商業模式:寬頻・各種合作・批發・Mobile2.0(第2版) 是由出版商Informa Telecoms & Media在2010年11月所出版的。
這份英文市場調查報告書價格從美金3992起跳。
本報告書為全球行動業者的現狀與前景之調査分析、商業的現狀、用於新生態系統的新商務模式、與OTT企業的合作之好處、邁向OTT企業之案例研究、新商務模式的實現因子、行動市場的各種數據・預測等,以PowerPoint、PDF、Excel格式表現,概述如下。
調査内容
- 用於新的行動生態系統的行動業者之商務模式
- 用於智慧網路的商務模式之收斂
- 顧客的利用與零售的作用
- OTT企業的貨幣化
- 轉型為OTT企業
- 新商務模式實現因子
- 行動寬頻與行動網路
- 價格・專利費用・保持、等等
市場數據・預測
- 全球行動收益預測:2010-2015年
- 全球行動語音・數據總收益預測:2010-2015年
- 全球行動加入者預測:2010-2015年
- 行動電話的獨特使用者數預測:2010-2015年
- 主要業者的M2M接續、等等
Abstract
“If mobile operators do not enter into partnerships across a number of
different functions they will be left behind by other more powerful brands and
robust business models.” Dario Talmesio, Senior Analyst, Informa
Telecoms & Media.
Every mobile operator CEO in every developed market is aware of the need to
explore new business models. Slowing revenue growth, the entry of new players
and brands into the mobile business, and mobile operators' seeming inability
to create a demand for services other than basic connectivity and access,
means mobile operators are having to take a long, hard look at where they can
add value.
New for 2010:
- New focus on three main business models being applied by mobile
- Detailed analysis of new business models launched in 2008 and 2009
- Mobile operator strategies for mobile applications development and
distribution
- New focus on smart pipe strategies, APIs and application stores
- New focus on loyalty retention and pricing and monetising strategies
Mobile operators have adopted partnerships and crowd sourcing strategies to
enter adjacent markets and develop new business segments. Some will prove
successful some have uncertain future. LTE and high speed networks will open
up opportunities for new business models other than monetising plain access
revenues, meaning that mobile operators need to establish their new identity
in the value chain.
Key coverage:
An in-depth assessment and analysis of the financial crises and its impact
in developed and emerging markets - this analysis includes detailed
information relating to subscribers and subscription growth, share price and
EBITDA trends, revenues and ARPU, CAPEX, churn, and subscriber acquisition
costs.
A breakdown of the main adjacent markets which are targeted by mobile
operators in the short, medium and long term - covering the sustainability
of entertainment, mobile commerce and mobile banking, mobile health, vertical
sectors, M2M, Enterprise and IT services.
An analysis of three main business models adopted by mobile and the role
that operators will have in holding the primary relationship with their
customers - including partnership strategies and models, service bundling,
wholesale and ‘smart' pipes and Mobile Application Stores.
An analysis of new core services and the role of mobile internet and mobile
broadband in mobile operators revenues, investment and profitability.
Key case studies - analysis of mobile operators with innovative new
business models including fixed-mobile convergence, wholesale, mobile VoIP,
internet partnerships and crowd sourcing.
Regional forecasts to 2013 for key operators KPIs - including
subscription and revenue growth, mobile content and advertising revenues and
mobile broadband.
Who should read this report?
Mobile Operators:
- Evaluate the size of future markets for business plans for investment
- Learn about competition in new areas
- Assess the current competition where you already operate
Network / Infrastructure vendors, handset and Consumer Electronics manufacturers:
- Understand the issues, challenges and strategies of mobile operators so
that you can better serve your customer
- Assess the potential size of future markets for new business plans for
investment in new regions
- Formulate your new product development strategy
- Identify new sales area for existing products
Mobile Content and Applications Companies:
- Understand the evolution from 3.5G to 4G and the technological and
commercial issues that will determine the speed and extent of that transition
Internet brands:
- Understand how to partner with mobile operators and what issues and what
mutual gains can be exploited.
Table of Contents
- Future Mobile Operator Business Models 2nd edition Executive Summary -
PowerPoint file (30 slides)
- The mobile industry's prospects will take it in two directions: Data
revenues and rural developments Fig. 1: Global mobile subscriptions vs. unique
users (subscribers), 2010-2015
- Fig. 2: Urban vs. overall country mobile penetration in selected
markets, Jun-10
- Fig. 3: Global mobile service revenues, 2010-2015
- Fig. 4: Global mobile voice and data service revenues, 2010-2015
- Fig. 5: M2M connections, selected operators, end-09
- Fig. 6: Global mobile revenues, voice vs. data, 2010 and 2015
- Fig. 7: Global mobile revenues, regional market shares, 2010 and 2015
- Fig. 8: Global mobile revenues, by region, 2010-2015
- Fig. 9: Africa, mobile voice and data service revenues, 2010-2015
- Fig. 10: Latin America, mobile voice and data service revenues, 2010-2015
- Fig. 11: Asia Pacific, mobile voice and data service revenues, 2010-2015
- Fig. 12: North America, mobile voice and data service revenues, 2010-2015
- Fig. 13: Middle East, mobile voice and data service revenues, 2010-2015
- Fig. 14: Eastern Europe, mobile voice and data service revenues,
2010-2015
- Fig. 15: Western Europe, mobile voice and data service revenues,
2010-2015
- New business models for the emerging mobile ecosystem
- Fig. 1: Converging business models
- Fig. 2: Two-sided markets
- Fig. 3: New business models will transform customer experience
management and retail experience
- Fig. 4: Consumers buy the device from a vendor and SIM-only connectivity
from the operator
- Fig. 5: Apple's iPad is sold with operator connectivity
- Fig. 6: O2 UK Simplicity plan
- Fig. 7: Zeebo business model vs. mobile operator business models
- Fig. 8: Amazon Kindle business models
- Fig. 9: Pandigital's Photo Mail Digital Photo Frame
- Fig. 10: Skype's partnership with 3 UK
- Fig. 11: Vodafone 360: Main applications suite
- Fig. 12: O2 Global Friends
- Enablers to the new mobile ecosystem and new business models
- Fig. 1: Orange UK's Click and Collect service
- Fig. 2: EverythingEverywhere, effects of introducing a “click and
collect” facility
- Fig. 3: Range of MTS-branded handsets
- Fig. 4: 2004 MTS-branded handset, the MTS i42
- Fig. 5: Russia, average handset price, 1Q09-2Q10
- Fig. 6: MTS Qwerty handset
- Fig. 7: Active network sharing: Key drivers and inhibitors
- Fig. 8: Vodafone Group: Network-sharing history
- Fig. 9: Global, major managed service contract awards, by sub-category
and region, 2009
- Fig. 10: Europe, fixed-mobile integration status of the operators
- Fig. 11: Vodafone Group, fixed-line revenue as a percentage of total
service revenues, 2Q-FY08/09 to 1QFY10/11
- Fig. 12: Savings and synergies of the new bundled products and services
- Fig. 13: Global, geographic spread of free-download mobile application
stores
- Fig. 14: Global, geographic spread of paid-download mobile application
stores
- Fig. 15: Global spread of top application stores
- Fig. 16: Estimated Apple App Store revenue, 2Q08-1Q10
- Fig. 17: Global, mobile application stores by revenue-share model
- Fig. 18: Continued strong growth in Mobility Sweden
- Fig. 19: MTN's 0.facebook.com service
- Fig. 20: Bebo acquisition: “New” prepay customers
- Fig. 21: Age profile of O2's Bebo mobile users, May-08
- Fig. 22: O2 Ireland: Advantages, disadvantages and business model of
Internet partnerships
- Fig. 23: MVNOs expected to move into new markets
- Fig. 24: Betavine API structure
- Fig. 25: Selected Web-related open-API initiatives
- Fig. 26: OneAPI Canadian pilot
- Fig. 27: Nokia Siemens Networks: Statistics from commercial HSDPA
networks
- Fig. 28: Factors influencing quality of service (QoS) strategies
- Fig. 29: Femtocell commercial launches as of Jul-10
- Fig. 30: TeliaSonera, mobile broadband pricing scheme, 2H10
- Mobile Broadband
- Mobile broadband and Mobile Internet
- Fig. 1: The two models of the Mobile Internet
- Fig. 2: Theoretical evolution of the Mobile Internet
- Fig. 3: A Google Chrome advert providing an example of the way in which
a PC user can search and Internet
- Fig. 4: OEM browser summary table
- Fig. 5: Segmentation of mobile handset OS platforms and application
environments by openness
- Fig. 6: Mobile network generations
- Fig. 7: Global mobile subscribers, by technology generation, 2008-2014
- Fig. 8: Example tariff configurations for mobile broadband, 1H09
- Fig. 9: Distribution of prepaid billing units for mobile broadband by
region, 1Q09
- Mobile broadband and its impact on the mobile operator business
model
- Fig. 1: Asia Pacific, mobile (portable) broadband as a percentage of
total subscriptions and revenues, 2008-2014
- Fig. 2: Western Europe, mobile (portable) broadband as a percentage of
total subscriptions and revenues, 2008-2014
- Fig. 3: North America, mobile (portable) broadband as a percentage of
total subscriptions and revenues, 2008-2014
- Fig. 4: Eastern Europe, mobile (portable) broadband as a percentage of
total subscriptions and revenues, 2008-2014
- Fig. 5: Latin America, mobile (portable) broadband as a percentage of
total subscriptions and revenues, 2008-2014
- Fig. 6: Middle East, mobile (portable) broadband as a percentage of
total subscriptions and revenues, 2008-2014
- Fig. 7: Africa, mobile (portable) broadband as a percentage of total
subscriptions and revenues, 2008-2014
- Fig. 8: Selected markets, average price of mobile broadband services,
2Q09
- Fig. 9: Tele2, mobile broadband ARPU, 3Q07-3Q09
- Fig. 10: Vimpelcom, ARPU, 2Q08-2Q09
- Fig. 11: Examples of mobile data traffic growth
- Fig. 12: Austria: where mobile means fixed
- Fig. 13: Selected markets, mobile broadband traffic by usage location,
2009
- Fig. 14: Telekom Austria combined DSL/HSPA offering
- Fig. 15: Traffic management: a key priority for mobile operators in the
mobile broadband era
- Pricing, loyalty and retention will be crucial to the implementation of
new business models
- Fig. 1: Total number of consumer and business tariff plans offered,
selected operators, 2Q09
- Fig. 2: Survey: What percentage of your subscriber base uses/will use
hybrid plans?
- Fig. 3: Relative strengths and weaknesses of the walled-garden,
dumb-pipe and smart-pipe approaches
- Fig. 4: Reasons to bundle or not to bundle mobile broadband
- Fig. 5: Customer retention and loyalty sub-segments
無線機器對用戶健康的長期影響成為行動通信經營者新的隱憂材料
2010年12月06日
Global Information, Inc.已開始銷售英國市場調查公司Informa Telecoms & Media所發行的報告書「Future Mobile Operator Business Models: Broadband, Partnerships, Wholesale and Mobile 2.0, 2nd Edition (行動業者將來的商業模式:寬頻・各種合作・批發・Mobile2.0(第2版))」
在發達國家展開事業的行動通信經營者之首席執行官(CEO)們,已認識新商務模式的必要性。然具今日性意義的,乃自家公司提供的無線服務是否亦應該以長期性的角度考慮對加入者健康的影響問題。無線通訊業界團體的CTIA-The Wireless Association說明:「手機實質上是無線機(中略)。與無線電收發機一樣,手機也接收電波。」。此外,考慮如果改變視點,亦可認為是連接到無線機的電腦。總之,從手機放射的高頻電磁波有可能傷害人腦的DNA,導致腫瘤的可能性,研究人員們對此點非常擔憂。
CTIA強調:「獲得FCC(美國聯邦通訊委員會)認可的手機,全都是安全的。」。雖然有總括性研究從手機放射出的電磁波對人體長期性的影響,然尚未獲得充分證實乃不爭的事實。此外,著眼於標準手機用戶現在利用的類型,其每月的利用時間遠超過10年前,這點也很重要。New York Times指出:「依據CTIA的說法,每月手機的平均利用時間是737分。亦即,現在用戶的標準利用時間大體上與10年前高使用頻率的消費者是同樣的水準。」。迄今手機的利用時間延長之事實,對照上一代發生率下降,而現在20歲到29歲年齡層腦瘤的發生率上升之事實,尚無研究人員能解明兩者間是否有因果關係。然2個傾向間有可能產生某種因果關係,可說是應該要顧慮的問題。
行動通信經營者在各種行動服務的進步及推動普及策略時,針對手機的利用擴大衍生出的潛在風險,被要求要慎重應對。因為社會大眾已充分理解高頻電磁波對人體有潛在的風險。行動通信經營者建構新的合作關係及進入鄰近市場,加強開拓新事業的領域,讓現在及將來的手機用戶知道接近腦部的位置使用或放置無線機器之危險性是極為重要的課題。
Informa Telecoms & Media最近發行的調查報告內容如下。
- 致力於維持加入者的行動通信經營者
- 重視費用策略與收益企業化策略的動向
- 智慧型管道(網路的高附加價值化)策略、API與應用的動向
- 2008∼2009年登場的新商務模式之詳細分析
- 行動通信經營者對行動用途的流通與開發之策略
- 行動通信經營者採用3個主要的商務模式
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