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市場調查報告書

OTT對全球通訊業者的影響與預測

Global Impact of OTTs on Telcos & Forecast: 2010-2017

出版商 WiseStrokes - Wireless Industry Research Consulting 商品編碼 311925
出版日期 內容資訊 英文 99 Pages
商品交期: 最快1-2個工作天內
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OTT對全球通訊業者的影響與預測 Global Impact of OTTs on Telcos & Forecast: 2010-2017
出版日期: 2014年09月08日 內容資訊: 英文 99 Pages
簡介

Over-the-Top(OTT)服務受大眾歡迎,是由於智慧裝置的普及率增加,合理價格的行動寬頻服務等所提振。可相對低廉(幾乎免費)地使用,今後數年預計,南美和亞太地區等新興地區的引進將增加。

本報告提供OTT服務供應商調查分析、OTT服務對通訊業者收益的影響相關驗證、通訊業者的策略、OTT服務供應商簡介、夥伴關係和聯盟、主要的OTT訊息服務供應商的案例研究等相關的系統性資訊。

第1章 OTT - 簡介和概要

第2章 OTT企業的類別

第3章 OTT和網路電視間的差異

第4章 關於OTT是如何影響通訊的

  • 語音OTT的登場及影響
  • OTT服務供應商受大眾歡迎的要素
  • 行動語音OTT服務供應商的課題

第5章 活動的歷史:通訊業者 vs. OTT

  • 未來性的通訊業者和OTT的關係

第6章 通訊業者應如何對應OTT企業

第7章 OTT:業者的機會

第8章 通訊業者對OTT企業應採取策略

第9章 主要OTT企業簡介

  • WhatsApp
  • Netflix
  • WeChat
  • Line
  • Viber
  • Skype
  • Nimbuzz
  • Hike
  • Hulu
  • KakaoTalk

第10章 OTT的主要發展 - 夥伴關係

第11章 產品計劃

第12章 M&A

第13章 財務的最新趨勢

第14章 預測

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目錄

The increasing penetration of the affordable smartphones and popularity of the mobile internet has impacted the modern day communication methodology in a grand manner. The increasing tendency of the people to stay connected with each other was through normal voice calls and SMS a few years ago. But with the advent of instant messaging services such as GTalk, Yahoo Messenger etc, people started using the internet services to stay communicated irrespective of their location. Sooner, with these applications coming to the mobile devices of the users, further added to the delight of the customers, as it enabled them to stay connected anytime, anywhere. Further, OTT services such as WhatsApp, WeChat, Line etc enabled the users to exchange messages to other fellow users using the same service, thereby reducing their dependency on the SMS services. Also, the services such as Skype, Viber etc enabled the users to make relatively cheaper calls/calls free of cost amongst the people using the same services. This has further dented the services of the telcos, who earlier were already facing problem of declining revenues owing to competition. The traditional revenues sources such as SMS and voice services, also seems to be dented owing to these OTT services, which primarily leverages the internet/mobile data network. These OTT services has impacted the network bandwidth of the telcos, owing to huge traffic generated through these services, which has not much impacted the revenue margins of the telcos.

With the advent in technology and ever increasing demand from the users, Over the top (OTT) market and OTT service providers continue to witness new level of innovation from major OTT service providers which includes Netlix, Nimbuzz, Facebook, Google and other OTT messengers such as WhatsApp, WeChat, Line etc. The increasing popularity of these services is driven by factors such as increasing penetration of smart devices and mobile broadband services at affordable pricing. Also, since these services are available at relatively cheaper/almost free of cost as compared to the traditional SMS and voice services offerings has further led to the popularity of these services. Over the coming years, these services are gaining increasing adoption in the emerging regions such as Latin America and Asia-Pacific region. Most of the customers across these regions are driven by the social activity and ability to interact with their peers and these experiences of the users are being translated to various devices including tablets, PCs, smartphones etc.

This report on the OTT service providers provides an insight about the impact of OTT service on the revenues of the telcos. It also provides an overview of the various of the various strategies of the telcos and the various categories of the OTT players. Further, the report provides brief profiles of the OTT service providers including their overview, strategy, partnerships and pricing details, wherever applicable. The report also contains a section of the partnerships & alliances of these OTT service providers with the telcos and product launches. Selective case studies have also been provided for select OTT messaging service providers.

Target Audience

  • Telecom Service Providers
  • Value Added Service Providers
  • Technology Vendors
  • OTT service providers

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Table of Contents

1. OTT- Introduction & Overview

2. Categories of OTT players

3. Difference between OTT and IPTV

4. What is OTT & how is it affecting Communication

  • 4.1. Emergence and Impact of Voice OTT
  • 4.2. Factors for increased popularity of OTT service providers
  • 4.3. Challenges for the Mobile Voice OTTs service providers

5. History of Events: Telcos v/s OTTs

  • 5.1. How would the Future Telco-OTT relationship look like

6. How should telcos respond to the OTT players

7. OTT as an opportunity for Operators

8. Strategies to be adopted by Telcos against the OTT players

9. Profile of Leading OTT players

  • 9.1. WhatsApp
  • 9.2. Netflix
  • 9.3. WeChat
  • 9.4. Line
  • 9.5. Viber
  • 9.6. Skype
  • 9.7. Nimbuzz
  • 9.8. Hike
  • 9.9. Hulu
  • 9.10. KakaoTalk

10. Key Development in OTT - Partnerships

11. Product Initiatives

12. Mergers & Acquisitions

13. Financial Updates

14. Forecasts

List of Figures

  • Figure 1: Global Voice and SMS revenues lost to OTT Applications, 2012-2016
  • Figure 2: Various Categories of OTT players
  • Figure 3: Impact of OTT on Telecom revenues - SMS, Data, Interconnect
  • Figure 4: Mobile Voice OTT forecast by scenario
  • Figure 5: How Telcos have responded to the threat from OTTs
  • Figure 6: Major strategies to be adopted by the Telcos against the OTTs
  • Figure 7: Monthly Active Users (in million) of select services, after 4 years of launch
  • Figure 8: Reasons for UK WhatsApp users preferring instant messaging over SMS, 3Q2013
  • Figure 9: Monthly active user count of WeChat, 2Q2011-2Q2014
  • Figure 10: Lionel Messi promoting WeChat services
  • Figure 11: Brand Ambassadors promoting the WeChat messaging
  • Figure 12: WhatsApp active user base in India, Aug2013-Apr2014
  • Figure 13: Line Users count globally, 2012-2014
  • Figure 14: Number of registered LINE app users in selected countries, February 2014
  • Figure 15: Line promotions in Spain
  • Figure 16: Viber and Globe Telecom promotions partnership
  • Figure 17: Comparison of International Phone Traffic and International Skype Traffic, 2005-2012
  • Figure 18: Impact of Skype on Carrier Traffic
  • Figure 19: Growth of Nimbuzz user base, 2008-2013
  • Figure 20: KakaoTalk registered users, 2011-2014
  • Figure 21: 100 improvement projects of KakaoTalk
  • Figure 22: SMS and OTT traffic trend, 2010-2016
  • Figure 23: Global Messages sent via mobile handsets by Service Type, 2010-2018
  • Figure 24: Over-the-top (OTT) content revenue trend, 2008-2017
  • Figure 25: Global Pay TV Revenues Trend, 2011-2017
  • Figure 26: North America Pay TV Revenues Trend, 2011-2017
  • Figure 27: Over-the-top (OTT) share of total Pay TV revenue worldwide, 2012-2017
  • Figure 28: OTT TV Revenue growth (Traditional v/s Online/interactive) trend, 2008-2014
  • Figure 29: Share of Video on Demand (VoD) users in select countries, 2010-2013
  • Figure 30: Global Online Television and Video Revenue (in $ million) trend, 2010-2018

List of Tables

  • Table 1: Difference between OTT and IPTV
  • Table 2: Select Operator partnerships of WhatsApp
  • Table 3: Netflix: Financial Information, 2011-2013
  • Table 4: Netflix: Operational Information, 2011-2013

List of Case Studies

  • Case Study 1: WhatsApp Partners with E-Plus in Germany to sell SIM worth €10 to become a partial MVNO
  • Case Study 2: WeChat increases its user base in India through celebrity endorsements
  • Case Study 3: Line increases its user count to 18 million in Spain
  • Case Study 4: Viber Partners with Globe Telecom to increase its users count
  • Case Study 5: KakaoTalk emerges as the most popular instant messaging service provider in South Korea
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