行動VoIP：是否成為通訊業者語音收益之威脅？ 是由出版商IDATE在2011年04月所出版的。
這份英文市場調查報告書價格從美金4900起跳。
本報告為，調查分析全球行動VoIP市場環境，並探討匯整新參與VoIP市場業者、對市場競合環境之影響、行動VoIP技術挑戰、主要Over The Top（OTT）及管理解決方案、大型網路之定位、行動VoIP應用之主要趨勢、行動VoIP市場發展情形、威脅通訊業者語音收益之程度，以下列摘要形式闡述。
第1章 實施概要
第2章 調查方式
第3章 行動VoIP之技術挑戰
- 簡介：各種行動VoIP類型
- 用戶經驗
- 目前之網路：WiFi、2G、3G
- 編碼
- WiFi涵蓋率：雖點狀分布但足以讓家庭使用
- 2G網路：不適合行動VoIP
- 3G網路：容量交換
- LTE網路：轉移至全IP
- 語音、次世代SMS over LTE技術之實現因素
- LTE之早期發展：依賴CS回退技術
- 長期次世代語音IMS解決方案受到期待
- VoLTE之發展路線圖
- 行動終端
第4章 企業簡介、策略
- 行動通訊商
- 簡介：行動通訊商欲確保語音收益
- 行動通訊商之各種策略
- 國家規模策略
- 市場機會及威脅
- 行動VoIP服務之標竿分析：通訊商別
- Over The Top（OTT）業者
- 競合策略及概要
- Skype
- fring
- Nimbuzz
- Tru
- 其他新興企業：Viber・TalkFree・Tango
- 大型網路
- 競合策略及概要
- Google
- Apple
- Yahoo!
- Facebook
第5章 主要趨勢
- 強勢的行動網路語音IP服務
- 全IP通訊所需之樞紐化
- Google Voice及Gmail之同步
- Facebook：更社群化之通訊
- 通訊業者及VoIP供應商於提供最佳價格之競爭
- WiFi之VoIP：尚未有大動作
- 真正'免費'的電話很少
- 不論是否為WiFi，國際電話都非常具有吸引力
- 營運商要如何讓通話費更具魅力
- 結論：真正具優勢的為國際電話
第6章 策略分析及預測
- 未來展望
- 行動VoIP通訊業者之威脅為何？
- 行動VoIP之競合結構：要如何成功？
- 預測
- 成長驅力及阻力分析
- 預測先決條件
- 行動VoIP預測：2010-2015年
圖表
Abstract
This study looks at the changing landscape of the mobile VoIP market; the main
over the top players, the new entrants together with what they bring, and how
the operators are reacting. The technical challenges are assessed, and an
analysis as to the level of threat mobile VoIP brings to operator revenues
ade. It concludes with a scenario for the development of this emerging market.
Key questions
- Who are the new entrants in the mobile VoIP market and how does it change
the competition landscape?
- User experiences, current networks and upcoming LTE deployments - what are
the technological challenges ?
- Which major OTT and managed solutions are on the Mobile VoIP market? How
are the Internet Giants positioning there?
- What are the key trends for Mobile VoIP applications?
- How will the mobile VoIP market evolve by 2015, in the context of more
regulation& competition on the voice market?
Data & Forecasts up to 2015 covered in the report:
- Worldwide mobile VoIP user and pentration of 3G subscribers
- Worldwide mobile VoIP volume (billion minutes)
Extracts from market report
Value added of mobile VoIP is mostly limited to international calling
Comparison of functions between video call providers
Players examined
- Over the top players:
- fring
- Nimbuzz
- Skype
- Talkfree
- Tango
- Tru
- Internet Giants:
- Google
- Apple
- Yahoo!
- Facebook
BIO
Soichi NAKAJIMA, Head of Project, Senior Consultant
Soichi joined IDATE as a senior consultant in January 2009.
His main area of endeavour is the mobile communications market, such as the
mobile Internet, applications, contents and services, the analysis of
strategies employed by the various players, scenario building and forecasts.
He also works on other business potentials for the mobile Internet, such as
smart grids and VoIP.
Sophie LUBRANO, Director of Studies
A member of the IDATE team since November 2000, Sophie Pernet is specialised
in demand analysis, particularly in the area of consumer applications. Sophie
also contributes her expertise in supply analysis, notably companies' Internet
service strategies. Her assignments focus on various aspects of the telecom
industry: Internet, media, landline and mobile telephony.
Table of Contents
1. Executive Summary
- 1.1. The changing competition landscape with Internet giants coming
in
- 1.2. Value-added of mobile VoIP is limited to international calling
- 1.3. Drivers and barriers of mobile VoIP
2. Methodology
3. Technical challenges for mobile VoIP
- 3.1. Introduction: the various types of mobile VoIP
- 3.2. User experience
- 3.2.1. Usability
- 3.2.2. Availability
- 3.2.3. QoS
- 3.2.4. Summary
- 3.3. Current networks; WiFi, 2G and 3G
- 3.3.1. Encoding
- 3.3.2. WiFi coverage will remain spotty, but adequate for the home
- 3.3.3. 2G networks are not suited for Mobile VoIP
- 3.3.4. 3G networks: capacity trade-off
- 3.4. LTE networks: moving towards all-IP
- 3.4.1. Technological enablers of voice and SMS over LTE
- 3.4.2. Initial LTE rollouts will rely on CS fallback
- 3.4.3. In the long term, Voice over IMS solution is expected
- 3.4.4. Roadmap for VoLTE
- 3.5. Mobile handsets
4. Player profiles and strategies
- 4.1. Mobile operators
- 4.1.1. Introduction: operators want to protect their voice revenues
- 4.1.2. The different strategies of mobile operators
- 4.1.3. Strategise on a national basis
- 4.1.4. Opportunities and threats
- 4.1.5. Benchmark of mobile VoIP offered by operators
- 4.2. Over-the-top players
- 4.2.1. Competition and strategies overview
- 4.2.2. Skype
- 4.2.3. fring
- 4.2.4. Nimbuzz
- 4.2.5. Tru
- 4.2.6. Other start-ups: Viber, TalkFree, Tango
- 4.3. Internet giants
- 4.3.1. Competition and strategy overview
- 4.3.2. Google
- 4.3.3. Apple
- 4.3.4. Yahoo!
- 4.3.5. Facebook
5. Key trends
- 5.1. Mobile Video over IP services gaining traction
- 5.1.1. A comparison of the Video over IP offerings
- 5.1.2. Challenges of video calls
- 5.2. Becoming the hub for all IP communications
- 5.2.1. Google Voice synchs with Gmail
- 5.2.2. Facebook further socialising the concept of communicating
- 5.3. The battle between operators and VoIP providers for a better
pricing proposition
- 5.3.1. VoIP over WiFi is not very mobile
- 5.3.2. Genuinely ‘free’ calls are rare
- 5.3.3. International calls are very attractive, whether WiFi or not
- 5.3.4. How operator voice tariffs have become more attractive
- 5.3.5. In conclusion - international calls are only real advantage
6. Strategic analysis and forecasts
- 6.1. Looking to the future
- 6.1.1. How much of a threat is mobile VoIP to operators?
- 6.1.2. How will the mobile VoIP competition structure pan out?
- 6.2. Forecast
- 6.2.1. Analysis of growth drivers and barriers
- 6.2.2. Forecast hypotheses
- 6.2.3. Mobile VoIP forecasts, 2010 - 2015
Tables
- Table 1: Summary of user experience issues between managed VoIP, unmanaged
VoIP (mobile) and unmanaged VoIP (WiFi)
- Table 2: Encoding data rates for various mobile services
- Table 3: LTE fallback schemes
- Table 4: Penetration of 3G handsets, 2009 and 2014
- Table 5: Partnerships and acquisitions between operators and VoIP players
- Table 6: National strategies of mobile operators
- Table 7: Tariffing of VoIP options
- Table 8: National strategies of world operators
- Table 9: The VoIP strategies of mobile operators in the USA
- Table 10: VoIP strategies of mobile operators in the USA in detail
- Table 11: The VoIP strategies of mobile operators in France
- Table 12: Details of the mobile VoIP strategies of French operators
- Table 13: The VoIP strategies of mobile operators in Germany
- Table 14: Details of the mobile VoIP strategies of German operators
- Table 15: The VoIP strategies of mobile operators in the UK
- Table 16: Details of the mobile VoIP strategies of British operators
- Table 17: The VoIP strategies of mobile operators in Italy
- Table 18: The VoIP strategies of mobile operators in Spain
- Table 19: Details of the mobile VoIP strategies of Spanish operators
- Table 20: The VoIP strategies of mobile operators in Austria
- Table 21: The VoIP strategies of mobile operators in Sweden
- Table 22: The VoIP strategies of mobile operators in Australia
- Table 23: Details of the mobile VoIP strategies of Australian operators
- Table 24: The VoIP strategies of mobile operators in Japan
- Table 25: Details of the mobile VoIP strategies of Japanese operators
- Table 26: Overview of the VoIP strategies of mobile operators
- Table 27: Table of international call tariffs for MNOs in the USA
- Table 28: How the Free rate plan has grown
- Table 29: Monthly data plans for smartphones for the four national US
operators
Figures
- Figure 1: Comparison of price competitiveness between mobile VoIP and MNO
plans
- Figure 2: Breakdown of mouth-to-ear delay
- Figure 3: CS fallback architecture
- Figure 4: VoLGA: Voice over LTE via Generic Access
- Figure 5: Voice over IMS
- Figure 6: LTE deployment scenario of NTT DOCOMO
- Figure 7: World mobile data and voice revenues, 2010
- Table 5: Partnerships and acquisitions between operators and VoIP players
- Figure 8: Relation between openness to VoIP and degree of competition
- Figure 9: Trends in the market share of KDDI in Japan
- Figure 10: Trends in the market share of 3 in the UK
- Figure 11: The A1 over VoIP offer
- Figure 12: Connectivity offered by the over-the-top players
- Figure 13: Nokia N900, with pre-integrated Skype
- Figure 14: Skype on KDDI
- Figure 15: The fring service
- Figure 16: fring uses data connectivity, not voice minutes
- Figure 17: Milestones achieved by Nimbuzz
- Figure 18: Tru Anywhere call-through mode
- Figure 19: Tru Anywhere call-back mode
- Figure 20: Usage statistics of Tango
- Figure 21: Connectivity offered by the Internet giant VoIP offering
- Figure 22: Features of Google Voice
- Figure 23: Google Voice Mobile features
- Figure 24: FaceTime from Apple
- Figure 25: Yahoo! Messenger with video calling feature
- Figure 26: Facebook page seen through Skype
- Figure 27: Comparison of functions between video call providers
- Figure 28: Google Voice in Gmail; incoming call
- Figure 29: Google Voice in Gmail; making a call
- Figure 30: The new Facebook Messages
- Figure 31: International VoIP calling rate plan: Skype example
- Figure 32: The ‘Orange Open’ offer by Orange France - at a
glance
- Figure 33: Comparison of price competitiveness between mobile VoIP and MNO
plans
- Figure 34: VoIP share of fixed telephony revenues, 2006 and 2009
- Figure 35: Mobile termination rate caps (pence per minute)
- Figure 36: Worldwide mobile VoIP user forecast (million) and % penetration
of 3G subscribers, 2010 -1015
- Figure 37: Worldwide mobile VoIP volume forecast (billion minutes), 2010
-1015
