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市場調查報告書

通訊業者和數位服務策略:OTT及IoT主要的市場機會

Telcos and Digital Services Strategies: Key Opportunities Around OTT and IoT

出版商 IDATE DigiWorld 商品編碼 321506
出版日期 內容資訊 英文 65 Pages
商品交期: 最快1-2個工作天內
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通訊業者和數位服務策略:OTT及IoT主要的市場機會 Telcos and Digital Services Strategies: Key Opportunities Around OTT and IoT
出版日期: 2014年12月18日 內容資訊: 英文 65 Pages
簡介

本報告提供數位服務的通訊業者的市場機會的相關調查,尤其是M2M、雲端、視訊/數位內容、金融服務、廣告/分析的5部門的可能性彙整。

第1章 摘要整理

第2章 調查手法

第3章 簡介

第4章 主要數位市場

  • 簡介
    • OTT市場
    • IOT市場
    • 首位市場
  • 行動電話M2M
    • 市場概要
    • 市場結構
    • 市場規模
  • 雲端運算
    • 市場概要
    • 市場結構
  • 市場規模
  • 金融服務
    • 市場概要
    • 市場結構
    • 市場規模
  • 視訊服務、內容傳送
    • 市場概要
    • 市場結構
    • 市場規模
  • 廣告&分析
    • 市場概要
    • 市場結構
    • 市場規模
  • 其他的市場
    • 智慧電網/公共事業
    • 醫療/健康
    • 智慧家庭
    • 連網型物體

第5章 對通訊業者來說,數位服務相關的市場潛力

  • 數位服務:通訊業者的現在定位
  • 通訊業者 vs OTT
    • '用戶'及'其他'的中間人的OTT
    • 通訊業者和大規模OTT的合作
    • 通訊業者的OTT化
    • '用戶'和大規模OTT的中間人的通訊業者
    • '用戶'和'其他'的中間人的通訊業者
  • 通訊業者而言的主要機會
    • 行動電話M2M
    • 雲端運算
    • 視訊
    • 金融服務
    • 廣告&分析
  • 通訊業者的數位服務相關的市場機會:市場規模估計
    • 數位市場上的競爭對手的通訊業者
    • 數位市場上的通訊業者的市場機會

圖表

目錄
Product Code: M14118MR

This report analyses the key opportunities in digital services for telcos, with a focus on 5 major sub-segments (M2M, cloud, video/digital content, financial services and advertising/analytics).

For each key digital market, the report identifies the market dynamics, the telco initiatives through an extensive benchmark provided as an appendix of 80 pages and the main opportunities for telcos.

The report also provides quantitative estimates and forecasts of revenues for telcos on those 5 markets and on a few other additional markets.

Table of Contents

1. Executive Summary

  • 1.1. IoT and OTT becoming priorities
  • 1.2. Telco initiatives in digital services
  • 1.3. Opportunities for telcos

2. Methodology

3. Introduction

4. Key digital markets

  • 4.1. Introduction
    • 4.1.1. OTT markets
    • 4.1.2. IOT markets
    • 4.1.3. Top markets
  • 4.2. Cellular M2M
    • 4.2.1. Market description
    • 4.2.2. Market structure
    • 4.2.3. Market size
  • 4.3. Cloud computing
    • 4.3.1. Market description
    • 4.3.2. Market structure
  • 4.4. Market size
  • 4.5. Financial services
    • 4.5.1. Market description
    • 4.5.2. Market structure
    • 4.5.3. Market size
  • 4.6. Video services and content delivery
    • 4.6.1. Market description
    • 4.6.2. Market structure
    • 4.6.3. Market size
  • 4.7. Advertising & Analytics
    • 4.7.1. Market description
    • 4.7.2. Market structure
    • 4.7.3. Market size
  • 4.8. Other markets
    • 4.8.1. Smart grid/utilities
    • 4.8.2. Healthcare/Wellness
    • 4.8.3. Smart Home
    • 4.8.4. Connected Objects

5. Market potential for telcos around digital services

  • 5.1. Current positioning of telcos around digital services
  • 5.2. Telco against OTT
    • 5.2.1. OTT as intermediary between 'users' and 'others'
    • 5.2.2. Cooperation between telcos and large OTTs
    • 5.2.3. Transformation of telcos into OTTs
    • 5.2.4. Telco as intermediary between 'users' and large OTTs
    • 5.2.5. Telco as intermediate between 'users' and 'others'
  • 5.3. Main opportunities for telcos
    • 5.3.1. Cellular M2M
    • 5.3.2. Cloud computing
    • 5.3.3. Video
    • 5.3.4. Financial services
    • 5.3.5. Advertising & Analytics
  • 5.4. Market sizing of the opportunities for telcos around digital services
    • 5.4.1. Telco as competitors on digital markets?
    • 5.4.2. Opportunities for telcos on digital markets

Tables

  • Table 1: Top 10 superfast broadband markets, and their share of the APAC market at the end of 2013
  • Table 2: Pricing for a selection of FTTx plans, at the end of 2013
  • Table 3: Mobile subscriber numbers in emerging APAC countries, at the end of 2013
  • Table 4: LTE network coverage and bands used, YE 2013
  • Table 5: LTE plan pricing, in July 2014
  • Table 6: A selection of operators' LTE plans compared
  • Table 7: Analogue broadcasting switchoff deadlines in APAC countries
  • Table 8: Top Asian operators and their regional capacity
  • Table 9: Main targets set by Indonesia's national broadband plan
  • Table 10: Mobile subscriber churn in a selection of emerging countries in Asia
  • Table 11: Example of granular pricing

Figures

  • Figure 1: Map of the countries covered by this report
  • Figure 2: Broadband subscriber growth in Asia-Pacific, 2014-2018
  • Figure 3: Growth of broadband subscribers in APAC's top 10 emerging countries, 2009-2018
  • Figure 4: Map of fixed broadband penetration in Asia-Pacific, at the end of 2013
  • Figure 5: Percentage of the population covered by fixed broadband, at the end of 2013
  • Figure 6: Breakdown of broadband and superfast broadband subscribers in the APAC region by access technology, at the end of 2013
  • Figure 7: Map of fixed broadband sub-basket value, in 2012
  • Figure 8: Change in mobile subscriber distribution by technology in Asia-Pacific, 2008-2018
  • Figure 9: Mobile subscriber breakdown by technology Asia-Pacific, at the end of 2013
  • Figure 10: Map of mobile penetration in Asia-Pacific, at the end of 2013
  • Figure 11: Breakdown of pre- and post-paid mobile subscribers in Asia-Pacific, by country, at the end of 2013
  • Figure 12: Map of the mobile consumption sub-basket, in 2012
  • Figure 13: Map of linear TV penetration in APAC households at the end of 2013
  • Figure 14: Map of TV ownership levels amongst Indian households, in the first half of 2013
  • Figure 15: Breakdown of the main broadcasting network used by APAC households to access TV programming, 2010-2014
  • Figure 16: Breakdown of the main broadcasting network used by households in a selection of APAC countries to access linear TV programming, at the end of 2013
  • Figure 17: Breakdown of linear TV revenue sources in emerging APAC markets (excluding Australia, South Korea, Japan and New Zealand) in 2013
  • Figure 18: Map of digital TV penetration in Asia-Pacific, at the end of 2013
  • Figure 19: Map of DTT technologies, in 2013
  • Figure 20: Map of pay-TV penetration in Asia-Pacific, at the end of 2013
  • Figure 21: Growth of satellite TV FTA and pay-TV households in emerging markets in APAC, 2010-2013
  • Figure 22: Growth of households with satellite TV access in a selection of APAC countries, between 2010 and 2013
  • Figure 23: Evolution of analogue and digital satellite TV households in emerging APAC markets, 2010- 2013
  • Figure 24: Customers covered by satellite under the Australian Broadband Guarantee in 2010 (the NBN programme's predecessor)
  • Figure 25: Recap of SES's efforts to build its presence in emerging regions, including APAC 36
  • Figure 26: Estimated regional increase in SES net satellite capacity up to 2015
  • Figure 27: Map of submarine cables in Asia-Pacific
  • Figure 28: Submarine cable connectivity in Singapore
  • Figure 29: Telkom Indonesia's Nusantara Super Highway backbone network
  • Figure 30: Telkom Indonesia's broadband targets
  • Figure 31: CAPEX growth in Asia-Pacific, 2008-2013
  • Figure 32: CAPEX growth in China and India, 2008-2013
  • Figure 33: Wireline and wireless CAPEX growth in China, 2008-2013
  • Figure 34: Wireline and wireless CAPEX growth in India, 2008-2013
  • Figure 35: Map of mobile licences mobiles held by Bharti Airtel in 2013
  • Figure 36: HDTV penetration in a selection of APAC markets, in 2013
  • Figure 37: Breakdown of HDTV access in a selection of APAC countries, in 2013
  • Figure 38: Comparison of IPTV household growth in China and in emerging APAC markets, and growth of China's market share, 2010-2014
  • Figure 39: HDTV access around the globe, by network in 2013
  • Figure 40: Breakdown of screen time by device and APAC country, for all types of content, in 2013
  • Figure 41: OTT video services in Malaysia
  • Figure 42: Breakdown of OTT video revenue in Asia-Pacific by country, 2010-2018
  • Figure 43: Breakdown of OTT video revenue by segment in emerging APAC markets (excluding Australia, South Korea, Japan and New Zealand), 2010-2018
  • Figure 44: Examples of hybrid terrestrial-broadband TV services
  • Figure 45: Broadband satellite subscriber growth in Asia-Pacific, 2014-2018
  • Figure 46: Evolution of the number of households accessing a satellite TV service in emerging APAC countries and annual growth rate, 2014-2018
  • Figure 47: Growth of the number of households accessing a satellite TV service (FTA or Pay-TV) in emerging APAC countries, 2014-2018

Liste of players reviewed

Telcos

  • AT&T
  • China Mobile
  • Deutsche Telekom
  • NTT
  • Orange
  • SingTel (including Airtel Telkomsel and Globe Telecom)
  • Telecom Italia
  • Telefónica
  • Telenor
  • Telstra
  • Verizon
  • Vimpelcom (including Wind)
  • Vodafone

Other players

  • Akamai
  • Amazon
  • Apple
  • Deezer
  • Etisalat
  • Facebook
  • Google
  • IBM
  • Jasper
  • Joyent
  • Line
  • Microsoft
  • Netflix
  • Skype
  • Spotify
  • PayPal
  • VMWare
  • WhatsApp

Slideshow contents

1. IoT and OTT becoming priorities

  • 1.1. OTT markets are very dynamic
  • 1.2. The promises of IoT markets
  • 1.3. Huge adressable markets

2. Telcos are building digital strategies

  • 2.1 Different telco approaches to digital services
  • 2.2 Current priorities for telcos
  • 2.3. Current results
  • 2.4 Telco targets in digital services

3. Opportunities for telcos in digital services

  • 3.1. More than just competition with OTTs: three-sided business models
  • 3.2. Key opportunities in the five key segments
  • 3.3. An additional contribution for telcos
  • 3.4. Market sizing of opportunities
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