表紙
市場調查報告書

北美通訊市場動態:動向與市場預測(2019∼2024年)

North America Telecoms Market: Trends and Forecasts 2019-2024

出版商 Analysys Mason 商品編碼 929155
出版日期 內容資訊 英文 25 Slides
商品交期: 最快1-2個工作天內
價格
北美通訊市場動態:動向與市場預測(2019∼2024年) North America Telecoms Market: Trends and Forecasts 2019-2024
出版日期: 2020年03月20日內容資訊: 英文 25 Slides
簡介

本報告內容為2019年到2024年之間的手機數據服務之收益成長將成為通訊公司的主要收益成長來源。

此報告主要分析北美通訊市場的主要動向概要以及對於各市場區隔造成影響之因素進行分析。

重點摘要

  • 行動網路以及固定網路數據之收益未來將會成為通訊市場的主要成長來源
  • 北美的通訊市場已經相當成熟,收益成長相較其他經濟圈較為和緩
  • 覆蓋地域:由於業者已經關閉2G、3G網路,2024年時,4G與5G將會成為唯一的手機科技
  • 行動網路及固定網路市場的主要趨勢、活性化關鍵因素、先決條件

不同地域預測及比較

  • 市場背景:未來三年,加拿大及美國的經濟將有緩慢但確實的成長
  • 主要購併及新興投入
  • 北美市場主要驅動因素一覽
  • 市場概要:通訊市場的整體收益將會被行動網路及固定網路雙方的數據收益成長而被推動,進行緩慢成長
  • 行動網路:如果對應的手機開始在市面上販售,5G將會開始急速擴張
  • 行動網路:普及率是北美領域的主要收益成長來源
  • 行動網路:由於沒有足夠競爭,在預測期間的成長仍然會有緩慢但確切的成長
  • 固定網路:連接寬頻的電纜市占率將會因為光纖及5G FWA的市佔率擴大而縮小,但固定寬頻仍舊最受歡迎
  • 固定網路:固定寬頻的普及率將會因為固定線路的對象區域擴大而在預測期間也持續成長
  • 固定網路:固定網路的整體收益將會因為固定寬頻的普及率及固定寬頻的ASPU擴大而成長
  • 針對專家推出之商業服務:事業收益將會由其他業者所提供之商業性服務的收益因而活性化
  • IoT:IoT整體的價值鏈收益雖有大幅成長,連接網路所帶來的收益相當微薄
  • 付費TV:在北美由於民眾紛紛與有線電視解約,舊有的付費電視服務之收益下滑

不同國家之預測

  • 加拿大:整體的服務收益由於固定寬頻市場缺乏競爭,持續穩健成長
  • 加拿大:業者在偏遠地區持續增加基地台的搭建,連接固定寬頻的數量因而增加
  • 加拿大:由於缺乏對抗龍頭業者的企業,固定寬頻的ASPU仍然很高,手機的ARPU成長有限
  • 加拿大:變更預測
  • 美國:由於行動網路普及率的提升,此領域為主要收益成長來源
  • 美國:固定寬頻的ASPU因為地方市場缺乏競爭得以成長
  • 美國: T Mobile與Sprint將合併所衍生的不確定因素,將削弱市場競爭
  • 美國:變更預測予測

調查手法

作者以及Analysys Mason

目錄

"The total telecoms revenue in North America is expected to grow by 6.6% between 2019 and 2024."

Growth in mobile data services revenue will be the main driver of telecoms revenue growth between 2019 and 2024. In this report, we summarise the main telecoms trends in North America and analyse how several factors will affect the various segments of the telecoms market.

This report and associated data annex provide:

  • a 5-year forecast of more than 180 mobile and fixed KPIs for North America and for the two countries in the region
  • an in-depth analysis of the trends, drivers and forecast assumptions for each type of mobile and fixed service, and for the two countries
  • an overview of operator strategies and country-specific topics, which highlights similarities and differences between the two countries
  • a summary of results, key implications and recommendations for mobile and fixed operators.

Coverage

Geographical coverageKey performance indicators

  Region modelled

  • North America (NA)

  Countries modelled individually

  • Canada
  • USA

  Connections

  Mobile

  • Handset, mobile broadband, IoT
  • Prepaid, contract
  • 2G, 3G, 4G, 5G
  • Smartphone, non-smartphone

  Fixed

  • Voice, broadband, IPTV, dial-up
  • Narrowband voice, VoBB
  • DSL, FTTP/B, cable, BFWA, 5G, other

  Fixed and mobile voice traffic

  • Outgoing minutes, MoU

  Revenue

  Mobile

  • Service, retail
  • Prepaid, contract
  • Handset, mobile broadband, IoT
  • Handset voice, messaging, data

  Fixed

  • Service, retail
  • Voice, broadband, IPTV, dial-up, business services
  • DSL, FTTP/B, cable, BFWA, other

  Mobile ARPU

  • SIMs, handset
  • Prepaid, contract
  • Handset voice, data

Table of Contents

  • 7. Executive summary and recommendations
  • 8. Revenue from data in both the mobile and the fixed segments will be the main driver of telecoms revenue growth
  • 9. The telecoms market in North America is mostly mature and revenue will grow at a slower pace than the rest of the economy
  • 10. Geographical coverage: 4G and 5G will be the only mobile technologies in use in 2024 because operators will shut down their 2G and 3G networks
  • 11. Key trends, drivers and assumptions for the mobile and fixed markets
  • 12. Regional forecasts and cross country comparison
  • 13. Market context: the economies in Canada and the USA are expected to grow at a slow but steady rate in the next 3 years
  • 14. Key mergers, acquisitions and market entries
  • 15. Key drivers at a glance for each North America market
  • 16. Market overview: the total telecoms revenue is expected to grow slowly, driven by growth in revenue from data in both the fixed and mobile segments
  • 17. Mobile: 5G take up will increase at a significantly faster rate once more 5G compatible handsets become available
  • 18. Mobile: penetration growth will be the main driver of revenue growth in the mobile segment in North America
  • 19. Mobile: the lack of competition in the mobile segment will lead to slow but stable growth in mobile revenue during the forecast period
  • 20. Fixed: the cable share of broadband connections will fall as the fibre and 5G FWA shares increase, but cable will remain the most popular fixed broadband technology
  • 21. Fixed: fixed broadband penetration will grow during the forecast period, mainly due to improved fixed coverage
  • 22. Fixed: the total fixed revenue will grow thanks to increases in both fixed broadband penetration and fixed broadband ASPU
  • 23. Specialist business services: business revenue growth will be driven by revenue from non operators that provide other business services
  • 24. IoT: the total IoT value chain revenue will grow considerably over the forecast period, but connectivity revenue will only account for a small proportion of it
  • 25. Pay TV: cord cutting will continue in North America, and traditional pay TV service revenue will decline
  • 26. Individual country forecasts
  • 27. Canada: the total service revenue will continue to grow steadily due to a lack of competition in the fixed broadband market
  • 28. Canada: the number of fixed broadband connections will continue to rise as operators expand their networks to rural areas
  • 29. Canada: the lack of challengers to the established operators will keep fixed broadband ASPU high, but mobile ARPU growth will be limited
  • 30. Canada: forecast changes
  • 31. USA: the mobile sector will be the largest contributor to revenue growth thanks to an increase in mobile penetration during the forecast period
  • 32. USA: we expect that fixed broadband ASPU will grow during the forecast period, mostly because of the low level of local competition in the market
  • 33. USA: the potential merger between T Mobile and Sprint is creating a lot of uncertainty in the market and may lead to a decline in competition
  • 34. USA: forecast changes
  • 35. Methodology
  • 36. Our forecast model is supported by sound market knowledge
  • 37. Examples of forecast input drivers
  • 38. Key drivers at a glance table: methodology [1]
  • 39. Key drivers at a glance table: methodology [2]
  • 40. About the authors and Analysys Mason
  • 41. About the authors
  • 42. Analysys Mason's consulting and research are uniquely positioned
  • 43. Research from Analysys Mason
  • 44. Consulting from Analysys Mason

List of Figures

  • Figure 1: Telecoms and pay-TV retail revenue by type and total service revenue, North America, 2014--2024
  • Figure 2: Growth in telecoms retail revenue and nominal GDP by country, North America, 2018--2024
  • Figure 3: 4G/5G share of mobile connections and NGA share of fixed broadband connections by country, North America, 2018 and 20241
  • Figure 4: Summary of key trends, drivers and assumptions for North America
  • Figure 5: Metrics for the two countries modelled individually in North America, 2018
  • Figure 6: Recent and upcoming market structure changes in North America
  • Figure 7: Major forecast drivers: current situation (2018) and future trajectory (2019--2024), by country, North America
  • Figure 8: Total fixed and mobile telecoms service revenue, North America (USD billion), 2014--2024
  • Figure 9: Mobile connections by type, North America (million), 2014--2024
  • Figure 10: Telecoms retail revenue and growth rate by service type, North America, 2014--2024
  • Figure 11: Fixed connections by type, North America (million), 2014--2024
  • Figure 12: Mobile connections by generation, North America (million), 2014--2024
  • Figure 13: Mobile ARPU by type, North America (USD per month), 2014--2024
  • Figure 14: Contract share of mobile connections (excluding IoT), North America, 2014--20241
  • Figure 15: Mobile data traffic per connection, North America (GB per month), 2014--2024
  • Figure 16: Mobile penetration by country, North America, 2014--2024
  • Figure 17: Mobile ARPU by country, North America, 2014--2024
  • Figure 18: Broadband connections by technology, North America (million), 2014--2024
  • Figure 19: Fixed retail revenue by service, North America (USD billion), 2014--2024
  • Figure 20: NGA broadband household penetration and NGA share of broadband connections, North America, 2014--2024
  • Figure 21: Fixed internet traffic per broadband connection, North America (GB per month), 2014--2024
  • Figure 22: Fixed broadband household penetration by country, North America, 2014--2024
  • Figure 23: Fixed broadband access ASPU by country, North America, 2014--2024
  • Figure 24: Total market revenue from specialist business services, North America, 2014--2024
  • Figure 25: Total IoT value chain revenue by sector, North America, 2014--2024
  • Figure 26: Retail revenue from pay TV, North America, 2014--2024
  • Figure 27: Total fixed and mobile telecoms service revenue, Canada (CAD billion), 2014--2024
  • Figure 28: Mobile connections by type, Canada (million), 2014--2024
  • Figure 29: Telecoms retail revenue and growth rate by service type, Canada, 2014--2024
  • Figure 30: Fixed connections by type, Canada (million), 2014--2024
  • Figure 31: 4G, 5G and contract share of mobile connections, Canada, 2014--2024
  • Figure 32: Mobile ARPU; fixed voice, broadband and pay-TV ASPU, Canada (CAD per month), 2014--2024
  • Figure 33: Mobile data traffic per connection, Canada (GB per month), 2014--2024
  • Figure 34: Broadband connections by technology, Canada (million), 2014--2024
  • Figure 35: Total telecoms service revenue --current and previous forecasts, Canada, 2014--2024
  • Figure 36: Total fixed and mobile telecoms service revenue, USA (USD billion), 2014--2024
  • Figure 37: Mobile connections by type, USA (million), 2014--2024
  • Figure 38: Telecoms retail revenue and growth rate by service type, USA, 2014--2024
  • Figure 39: Fixed connections by type, USA (million), 2014--2024
  • Figure 40: 4G, 5G and contract share of mobile connections, USA, 2014--2024
  • Figure 41: Mobile ARPU; fixed voice, broadband and pay-TV ASPU, USA (USD per month), 2014--2024
  • Figure 42: Mobile data traffic per connection, USA (GB per month), 2014--2024
  • Figure 43: Broadband connections by technology, USA (million), 2014--2024
  • Figure 44: Total telecoms service revenue --current and previous forecasts, USA, 2014--2024
  • Figure 45a: Methodology for attributing scores to each element in the key drivers table (current and future) and impact of high scores
  • Figure 45b: Methodology for attributing scores to each element in the key drivers table (current and future) and impact of high scores