表紙
市場調查報告書

固定網路與行動網路的整合:趨勢及市場預測(2019∼2024年)

Fixed-Mobile Convergence: Trends and Forecasts 2019-2024

出版商 Analysys Mason 商品編碼 929390
出版日期 內容資訊 英文 27 Slides
商品交期: 最快1-2個工作天內
價格
固定網路與行動網路的整合:趨勢及市場預測(2019∼2024年) Fixed-Mobile Convergence: Trends and Forecasts 2019-2024
出版日期: 2020年03月24日內容資訊: 英文 27 Slides
簡介

歐洲及亞太地區的FMC(固定網路與行動網路)導入,主要受到整合基礎設施、行動網路競爭、營運商價格設定戰略的影響。

該預測報告研究歐洲11國及亞太4國的FMC應用趨勢及驅動因素,並提供5年展望。

重點摘要

  • FMC仍然是關鍵的市場驅動,批發條件的改善將使行動營運商對FMC的產品更有信心
  • FMC套餐組合的普及率將會更為多樣化,FMC的家庭普及率將在西班牙、法國、葡萄牙達到最高
  • FMC普及率將會因為寬頻環境的改善,將在每個市場強勁增長
  • 相關事項

分析

  • 歐洲的通訊市場分為4大團體
  • FMC普及率在亞太多國擴大,成為營運商的收入成長機會
  • 法國、葡萄牙、西班牙市場將成為FMC市場未來發展的指標
  • 以行動網路為主的營運商將受惠於Gigabyte Service具競爭力的大規模連接,以及5G FWA的到來
  • 第三方OTT影像的興起、排他性問題、視聽行為的不斷變化,意味著營運商可以推出不含付費電視的FMC套裝服務
  • 與第三方PTT影像業者的激烈競爭讓市場形勢不斷變化
  • FMC ARPA在大多數市場將會下降
  • FMC套裝服務供需的激勵和驅動因素

西歐

  • 比利時:FMC市場歷來缺乏競爭,但隨著Orange的興起開始逐漸轉變
  • 法國:FMC市場逐漸飽和,營運商不太積極追求此市場區隔的增長
  • 德國:FMC的普及度雖然穩健成長,但比起其他西歐國家仍低
  • 義大利:FMC營運商瞄準高端市場,並將提供5G及光纖的連接網路優質服務
  • 荷蘭:由於T Mobile與Tele2合併,FMC市場的競爭開始活絡
  • 葡萄牙:由於缺乏競爭,FMC帳號數量的成長將持平
  • 西班牙:由於用戶數量增加,ARPA略有下降
  • 英國:大規模使用光纖將會推動野心勃勃的FMC供應商,讓FMC的普及度大幅提升

中歐、東歐

  • 波蘭:市場分裂將會限制固定網路和行動網路整合的潛力,但5G有可能會改變這種局面
  • 羅馬尼亞:新的FMC營運商進入可能會加劇高端市場的價格競爭
  • 土耳其:各種因素導致FMC的廣泛採用相當困難

亞太地區

  • 澳洲:FMC服務的數量會在VHA與TPG整合完成之後增加
  • 馬來西亞:目前只有1家業者實際上提供完成整合的套裝服務
  • 菲律賓:行動市場競爭的增加導致營運商更加關注FMC套裝服務
  • 泰國:固定寬頻的市場區隔競爭激烈,有望促進整體市場的整合

市場預測的方式及先決條件

作者與Analysys Mason

目錄

"Pay TV was traditionally seen as the key to upselling customers to FMC packages, but there are signs that this is changing, and pay TV is no longer integral to an FMC offer."

Converged infrastructure, mobile competition and operator pricing strategies are some of the key factors that affect the growth in the adoption of fixed-mobile convergence (FMC) in Europe and Asia-Pacific. This forecast report examines the main trends and drivers and provides a 5-year outlook for FMC take-up in 11 countries in Europe and 4 countries in Asia-Pacific.

This following should read this report.

  • Integrated operators that have invested in FMC as part of their retail strategy and want to understand its growth potential.
  • Mobile-only or fixed-only players that want to understand what their addressable market for non-converged services will be by 2024.
  • Investors who observe, or have stakes in, the current and potential consolidation developments related to convergence in Europe.
  • Non-European operators that want to know more about the drivers of multi-play and FMC services, and wish to gain access to benchmarks.

GEOGRAPHICAL COVERAGE:

Western EuropeCentral and Eastern EuropeAsia-Pacific
  • Belgium
  • France
  • Germany
  • Italy
  • Netherlands
  • Portugal
  • Spain
  • UK
  • Poland
  • Romania
  • Turkey
  • Australia
  • Malaysia
  • Philippines
  • Thailand


Table of Contents

  • 6. Executive summary
  • 7. FMC remains a key market dynamic, and improving wholesale conditions will enable mobile operators to be ambitious about their FMC offers
  • 8. The take up rate of FMC bundles will vary; FMC household penetration will be the highest in Spain, France and Portugal
  • 9. FMC penetration will grow strongly in every market, largely due to improving broadband connectivity
  • 10. Implications
  • 11. Analysis
  • 12. European telecoms markets can be categorised into four separate groups
  • 13. FMC penetration will continue to increase in most countries in APAC, and operators have an opportunity to use it to drive revenue
  • 14. The markets in France, Portugal and Spain provide an indication of how FMC markets may evolve
  • 15. Mobile centric operators will benefit from the increased availability of competitive wholesale access for gigabit services and the arrival of 5G FWA
  • 16. The rise of third party OTT video, exclusivity issues and changing viewing behaviour mean that operators can launch FMC bundles that do not include pay TV
  • 17. The segment will adapt to a shifting landscape driven by intensifying competition from third party OTT video players
  • 18. FMC ARPA will decline in most markets during the forecast period
  • 19. Scorecard of incentives and drivers for the supply of, and demand for, FMC bundles
  • 20. Western Europe
  • 21. Belgium: the FMC market has historically lacked competition, but this is changing as Orange's proposition begins to gain momentum
  • 22. France: the FMC market is reaching saturation and operators are unlikely to aggressively pursue take up growth in this segment
  • 23. Germany: FMC penetration will continue to grow steadily, but it will remain lower than that in most other European countries
  • 24. Italy: FMC operators will target the high value end of market, and will offer premium services based on 5G and fibre based access networks
  • 25. Netherlands: the merger of T Mobile and Tele2 is boosting competition in the FMC segment
  • 26. Portugal: growth in the number of FMC accounts will be flat over the forecast period due to low competition
  • 27. Spain: ARPA will decline slightly due to increasing growth in the number of subscribers in the value segment
  • 28. UK: access to wholesale fibre is likely to encourage more ambitious FMC offers, and FMC penetration will grow strongly over the forecast period
  • 29. Central and Eastern Europe
  • 30. Poland: market fragmentation will limit the potential for fixed mobile convergence, although 5G might change this
  • 31. Romania: the entrance of a new FMC operator will probably intensify the price competition in the high value end of the market
  • 32. Turkey: a range of factors make the widespread adoption of FMC improbable
  • 33. Asia Pacific
  • 34. Australia: the number of FMC offers will grow after the merger of VHA and TPG has been completed
  • 35. Malaysia: only one operator currently offers a truly converged bundle
  • 36. Philippines: growing competition in the mobile market is expected to increase operators' focus on FMC bundles
  • 37. Thailand: strong competition in the fixed broadband segment is driving convergence across the market
  • 38. Forecast methodology and assumptions
  • 39. Several factors affect the supply of, and demand for, FMC bundles
  • 40. Our forecasts cover fixed broadband, pay TV and mobile service bundles, with or without fixed voice
  • 41. Notes on key assumptions and methodology
  • 42. Comprehensive definition of FMC bundling classifications
  • 43. Factors influencing the growth of supply and/or demand for FMC bundles (often acting
  • 44. About the authors and Analysys Mason
  • 45. About the authors [1/2]
  • 46. About the authors [2/2]
  • 47. Analysys Mason's consulting and research are uniquely positioned
  • 48. Research from Analysys Mason
  • 49. Consulting from Analysys Mason

List of Figures

  • Figure 1a: Household penetration of FMC bundles and FMC SIMs as a share of total SIMs, selected countries in Europe, 2024
  • Figure 1b: Household penetration of FMC bundles and FMC SIMs as a share of total SIMs, selected countries in Asia-Pacific, 2024
  • Figure 2: FMC accounts as a percentage of fixed broadband connections, by country, Europe, 2019-2024
  • Figure 3: FMC accounts as a percentage of fixed broadband connections, by country, Asia-Pacific, 2019-2024
  • Figure 4: Potential evolution pathways for saturated FMC markets
  • Figure 5: Pros and cons of various pay-TV strategies
  • Figure 6: Percentage of FMC bundles with pay TV, by country, 2014-2024
  • Figure 7: Average revenue per FMC account (ARPA), by country, 2014-20241
  • Figure 8: Incentives and drivers for the supply of, and demand for, FMC bundles, by country
  • Figure 9: Number of FMC accounts and FMC bundles as a share of subscriptions, Belgium, 2014-2024
  • Figure 10: Number of FMC accounts and FMC bundles as a share of subscriptions, France, 2014-2024
  • Figure 11: Number of FMC accounts and FMC bundles as a share of subscriptions, Germany, 2014-2024
  • Figure 12: Number of FMC accounts and FMC bundles as a share of subscriptions, Italy, 2014-2024
  • Figure 13: Number of FMC accounts and FMC bundles as a share of subscriptions, Netherlands, 2014-2024
  • Figure 14: Number of FMC accounts and FMC bundles as a share of subscriptions, Portugal, 2014-2024
  • Figure 15: Number of FMC accounts and FMC bundles as a share of subscriptions, Spain, 2014-2024
  • Figure 16: Number of FMC accounts and FMC bundles as a share of subscriptions, UK, 2014-2024
  • Figure 17: Number of FMC accounts and FMC bundles as a share of subscriptions, Poland, 2014-2024
  • Figure 18: Number of FMC accounts and FMC bundles as a share of subscriptions, Romania, 2014-2024
  • Figure 19: Number of FMC accounts and FMC bundles as a share of subscriptions, Turkey, 2014-2024
  • Figure 20: Number of FMC accounts and FMC bundles as a share of subscriptions, Australia, 2014-2024
  • Figure 21: Number of FMC accounts and FMC bundles as a share of subscriptions, Malaysia, 2014-2024
  • Figure 22: Number of FMC accounts and FMC bundles as a share of subscriptions, Philippines, 2014-2024
  • Figure 23: Number of FMC accounts and FMC bundles as a share of subscriptions, Thailand, 2014-2024
  • Figure 24: Incentives and drivers for the supply of, and demand for, FMC bundles
  • Figure 25: Multi-play bundles covered in our analysis (may or may not include fixed voice)
  • Figure 26: Drivers and incentives for FMC supply and demand