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市場調查報告書

OTT通訊服務市場(VoIP、IP通訊、社群網路):對通訊業者的影響

OTT Communication Services: VoIP - IP Messaging - Social Networking - Harm or Opportunity for Telcos?

出版商 IDATE DigiWorld 商品編碼 321841
出版日期 內容資訊 英文 64 Pages
商品交期: 最快1-2個工作天內
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OTT通訊服務市場(VoIP、IP通訊、社群網路):對通訊業者的影響 OTT Communication Services: VoIP - IP Messaging - Social Networking - Harm or Opportunity for Telcos?
出版日期: 2015年10月16日 內容資訊: 英文 64 Pages
簡介

本報告提供全球OTT通訊市場趨勢的相關調查、市場整體及各服務種類的市場規模的變化與預測、各地區佔有率、主要OTT經營者的策略、通訊業者的對抗策略、策略相關建議、案例研究等彙整資料。

第1章 摘要整理

第2章 調查手法、主要概念

  • IDATE報告的一般的手法
  • 主要概念
    • VoIP(也含video over IP)
    • IP通訊
    • 社群網路
    • 經營模式

第3章 通訊市場

  • 概要
  • VoIP
    • 市場規模
    • 市場結構 /生態系統
  • IP通訊
    • 市場規模
    • 市場結構 /生態系統
  • 社群網路
    • 市場規模
    • 市場結構 /生態系統

第4章 OTT經營者的策略

  • 概要
    • 經營者比較
    • OTT的通訊服務的聚合
  • Facebook
  • WhatsApp
  • Google
  • Microsoft
  • Apple
  • LINE
  • WeChat

第5章 通訊業者的地位

  • 通訊業者的疑慮
  • 通訊業者的主要策略的對抗
    • 在網路上禁止OTT應用
    • 商品搭售:無限制或提供充足套組
    • OTT供應商的合作
    • 通訊業者的OTT的提供
    • GSMA主導參與RCSe
  • 其他通訊業者的舉措

第6章 總論 / 策略性分析

  • OTT通訊:通訊業者的收益的影響最小層級
  • 平台策略一部分的OTT通訊服務
  • 各種OTT策略:需要確認跟每個國家的特徵的適合性
    • 案例研究:西班牙
    • 案例研究:法國
    • 行動VoIP:通訊與到同層級為止沒有普及

圖表

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目錄
Product Code: M15145IN2

This report provides an in-depth analysis of the OTT communications market, both through figures and forecasts of market value (global, EU28, APAC and US), and through strategic analyses of the major players concerned.

The VoIP market (such as Skype), the IP messaging market (such as WhatsApp), and a portion of the social networking advertising market (such as Facebook) make up the OTT communication market, and the dynamics of each of these market segments are examined.

The various business models that have appeared, and the recent trends of acquisitions in the market, are also analysed.

One of the key analyses in this report is the comparison with the telco communication market. The myth of 'OTTs taking away telco revenues' is scrutinised, together with the effectiveness of the responses available to telcos.

Table of Contents

1. Executive Summary

2. Methodology & main concepts

  • 2.1. General methodology of IDATE's reports
  • 2.2. Main Concepts
    • 2.2.1. VoIP (including video over IP)
    • 2.2.2. IP messaging
    • 2.2.3. Social networks
    • 2.2.4. Business models

3. Communication markets

  • 3.1. Overview
  • 3.2. VoIP
    • 3.2.1. Market size
    • 3.2.2. Market structure / ecosystem
  • 3.3. IP messaging
    • 3.3.1. Market size
    • 3.3.2. Market structure / ecosystem
  • 3.4. Social networks
    • 3.4.1. Market size
    • 3.4.2. Market structure / ecosystem

4. OTT player strategies

  • 4.1. Overview
    • 4.1.1. Comparison of players
    • 4.1.2. Aggregation of communication services by OTTs
  • 4.2. Facebook
  • 4.3. WhatsApp
  • 4.4. Google
  • 4.5. Microsoft
  • 4.6. Apple
  • 4.7. LINE
  • 4.8. WeChat

5. Telco positioning

  • 5.1. Why are the telcos concerned?
  • 5.2. The main strategic reactions by the telcos
    • 5.2.1. Prohibit OTT applications on the network
    • 5.2.2. Bundling; unlimited or abundant packaged offers
    • 5.2.3. Partnerships with OTT providers
    • 5.2.4. Provision of telco-OTT
    • 5.2.5. Participate in GSMA-led RCSe initiative
  • 5.3. Other telco initiatives

6. Conclusion / strategic analysis

  • 6.1. OTT communication has minimal impact on telco revenues
  • 6.2. OTT communication services as part of the platform strategy
  • 6.3. Various OTT strategies required to match country characteristics
    • 6.3.1. Case study of Spain; the lesser-known impact of LINE in Spain
    • 6.3.2. Case study of France; where the merits of IP messaging are seen as much less attractive
    • 6.3.3. Mobile VoIP yet to see the same levels of penetration as messaging

Report's tables and figures

Tables

  • Table 1: OTT communication services provided by OTTs
  • Table 2: Skype finances, 2007 to 2010 (pre-acquisition by Microsoft)

Figures

  • Figure 1: The WebRTC site, maintained by Google's Chrome team
  • Figure 2: OTT communication service business models and examples of adopters
  • Figure 3: OTT communication services market worldwide, 2012-2019
  • Figure 4: Regional shares of OTT communication service market, 2015 and 2019
  • Figure 5: Breakdown of global OTT communication market by segment, 2015 and 2019
  • Figure 6: OTT VoIP market worldwide, 2012-2019
  • Figure 7: Regional shares of VoIP market, 2015 and 2019
  • Figure 8: OTT IP messaging market worldwide, 2012-2019
  • Figure 9: Regional shares of IP messaging market, 2014 and 2019
  • Figure 10: Ranking of mobile messaging/chat apps, Q3 2014
  • Figure 11: Social networking communication market worldwide, 2012-2019
  • Figure 12: Regional shares of social networking communication market, 2015 and 2019
  • Figure 13: Leading social networks worldwide as of August 2015, by active monthly users
  • Figure 14: OTT communication service provider categories and examples
  • Figure 15: Video-calling option within Facebook Messenger
  • Figure 16: Voice and video calling through Facebook Messenger app
  • Figure 17: Messenger content tool platform
  • Figure 18: Messenger Business Chat
  • Figure 19: The WhatsApp application
  • Figure 20: WhatsApp voice-calling service
  • Figure 21: Google Hangout Website
  • Figure 22: Message displayed by Windows Live Messenger on download page
  • Figure 23: iOS8 iMessage allows easy voice messaging
  • Figure 24: Stickers available in the LINE app
  • Figure 25: Examples of LINE platform services
  • Figure 26: WeChat application
  • Figure 27: Main features of WeChat app
  • Figure 28: WeChat connection platform
  • Figure 29: The value flow with and without OTT communication providers
  • Figure 30: Orange 'Livebox Zen' STB offer, including fixed VoIP
  • Figure 31 : M6 Mobile (by Orange) with unlimited SMS and two hours free calling
  • Figure 32: WTF plans by Optimus in Portugal, with unlimited popular OTT communication access
  • Figure 33: TU Go, by Telefónica
  • Figure 34: TU Go for Web interface, by Telefónica
  • Figure 35: The Orange Libon communication app
  • Figure 36: Sosh (by Orange) tariffs which include the use of Libon
  • Figure 37: The appear.in browser-based service for video conversations
  • Figure 38: appear.in apps for iOS and Android phones
  • Figure 39: Skyway WebRTC platform
  • Figure 40: Scenarios with AT&T Enhanced WebRTC API
  • Figure 41: The Joyn service led by the GSMA
  • Figure 42: RCS Momentum Builds Globally as of November 2014
  • Figure 43: Deutsche Telekom RCS services
  • Figure 44: AT&T offer in unified communications
  • Figure 45: Key features of the Bobsled app by T-Mobile USA
  • Figure 46: The Swisscom telco-OTT iO app
  • Figure 47: The TIM Brazil telco-OTT 'blah' app
  • Figure 48: Verizon Messages app
  • Figure 49: Potential in communications areas
  • Figure 50: Total telco communication vs OTT communication revenues, 2012-2019
  • Figure 51: Breakdown of global OTT communication market by segment, 2015 and 2019
  • Figure 52: OTT communication services as part of a broader platform strategy
  • Figure 53: Stickers and games from WeChat
  • Figure 54: Medical retailer selling goods within WeChat
  • Figure 55: Penetration of IP messaging and dominant providers in 11 select countries
  • Figure 56: The original LINE character 'Moon' (left), and the Brazilian version (right)
  • Figure 57: Reasons for not using mobile VoIP

List of players reviewed/mentioned

OTT players

  • Alibaba
  • Apple
  • Facebook
  • Google
  • Kakao Talk
  • LINE
  • Microsoft
  • Rakuten
  • Skype
  • Tango
  • Viber
  • WeChat
  • WhatsApp

Telcos

  • AT&T
  • Deutsche Telekom
  • Orange
  • Telefónica
  • TIM Brazil
  • Swisscom
  • Verizon
  • Vodafone
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