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市場調查報告書

通訊服務的未來:Telco (通訊業者) 及網際網路企業的展望

The Future of Communication Services: The Perspectives for Telcos and Internet Players

出版商 IDATE DigiWorld 商品編碼 601439
出版日期 內容資訊 英文 62 Pages
商品交期: 最快1-2個工作天內
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通訊服務的未來:Telco (通訊業者) 及網際網路企業的展望 The Future of Communication Services: The Perspectives for Telcos and Internet Players
出版日期: 2018年01月04日 內容資訊: 英文 62 Pages
簡介

本報告提供OTT通訊市場相關的詳細調查,市場規模的成果與預測,主要企業的策略分析,構成OTT通訊市場的各市場區隔概要,經營模式,企業的各種平台策略,市場上收購的趨勢,及Telco通訊市場與比較等彙整資料。

第1章 摘要整理

第2章 調查手法、主要概念

第3章 通訊市場

  • 概要
  • VoIP
  • IP通訊
  • 社群網路

第4章 OTT企業的策略

  • 概要
  • Google
  • Facebook
  • Instagram
  • Snap Inc.
  • Microsoft
  • WhatsApp
  • WeChat

第5章 Telco的定位

  • Telco擔憂的理由
  • Telco的主要策略上的反應

第6章 結論/策略分析

  • OTT通訊Telco的收益帶來的影響小
  • 平台策略一部分的OTT通訊服務
  • 處於歧路的Telco:為了RCS,是否與Google協作?
目錄
Product Code: M17140MRA

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 (e.g., Microsoft Skype), the IP messaging market (e.g., WhatsApp), and a portion of the social networking advertising market (e.g., Facebook) makes up the consumer OTT communications market.

The dynamics of each of these market segments are examined as well. The various business models that have appeared, the platform strategies of different types of players, and the trends of acquisitions in the market, are also analysed.

One of the key analyses in this report is the comparison with the telco communications market. The myth of ‘OTTs taking away telco revenues' is scrutinised, together with the effectiveness of the responses available to telcos, as well as the future path towards rich communication services.

Main players mentioned in the report:

  • OTT players: Google, Facebook, Microsoft, Skype, WhatsApp, WeChat, Instagram, Snap.
  • Telcos: Orange, Telefonica, Deutsche Telekom, Vodafone.

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. Web Real-time Communication (WebRTC)
    • 2.2.5. 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. Comparing the players
    • 4.1.2. Aggregation of communication services by OTTs
  • 4.2. Google
    • 4.2.1. The Complete Package by Google
    • 4.2.2. Rich Communication Services (RCS)
    • 4.2.3. Strategy
  • 4.3. Facebook
    • 4.3.1. Messaging
    • 4.3.2. Voice
    • 4.3.3. Stories
    • 4.3.4. Messenger Platform for eCommerce
    • 4.3.5. Strategy
  • 4.4. Instagram
    • 4.4.1. Photo and video-sharing
    • 4.4.2. Monetisation
    • 4.4.3. Strategy
  • 4.5. Snap Inc.
    • 4.5.1. Snapchat
    • 4.5.2. Spectacles
    • 4.5.3. Strategy
  • 4.6. Microsoft
    • 4.6.1. Voice and Instant Messaging Now Through Skype
    • 4.6.2. Emailing
    • 4.6.3. Skype for Business
    • 4.6.4. LinkedIn
    • 4.6.5. Strategy
  • 4.7. WhatsApp
    • 4.7.1. Messaging and Voice
    • 4.7.2. Business Model
    • 4.7.3. Strategy
  • 4.8. WeChat
    • 4.8.1. Messaging and Voice
    • 4.8.2. Platform strategy

5. Telco Positioning

  • 5.1. Why are 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. GSMA-led RCSe Initiative

6. Conclusion / Strategic Analysis

  • 6.1. OTT communications have a minimal impact on telco revenues
  • 6.2. OTT communication services as part of the platform strategy
  • 6.3. Telcos at crossroads: to partner - or not - with Google for RCS?

List of Tables

  • Table 1: OTT communication services provided by OTTs
  • Table 2: Comparison of telco and OTT characteristics for communication services
  • Table 3: Common rules vs. ECS-specific regulations
  • Table 4: Regulatory imbalances between network operators and application providers
  • Table 5: Current view on debates related to OTT communications
  • Table 6: Skype finances, 2007 to 2010 (pre-acquisition by Microsoft)

List of 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, 2014-2021
  • Figure 4: Regional shares of the OTT communication services market, 2017 and 2021
  • Figure 5: Breakdown of global OTT communications market by segment, 2017 and 2021
  • Figure 6: OTT VoIP market worldwide, 2014-2021
  • Figure 7: Regional shares of the VoIP market, 2017 and 2021
  • Figure 8: OTT IP messaging market worldwide, 2014-2021
  • Figure 9: Regional shares of IP messaging market, 2017 and 2021
  • Figure 10: Active users of messaging / chat / VoIP services, as of January 2017
  • Figure 11: Social networking communication market worldwide, 2014-2021
  • Figure 12: Regional shares of the social networking communication market, 2017 and 2021
  • Figure 13: Leading social networks worldwide as of January 2017, by active monthly users
  • Figure 14: OTT communication service provider categories and examples
  • Figure 15: Group video-calling option within Facebook Messenger
  • Figure 16: Google G Suite for business users
  • Figure 17: Google Hangout Website
  • Figure 18: Google Allo (left) and Duo (right) Apps
  • Figure 19: Instant Video inside a live chat in Facebook Messenger
  • Figure 20: Example of a shared Facebook Story
  • Figure 21: Messenger Business Chat (left) and chatbot (right)
  • Figure 22: Direct purchase within Messenger
  • Figure 23: Screenshot of Instagram ‘Live with a Friend' feature
  • Figure 24: Examples of Instagram: a sponsored post (L) redirecting user to commercial website, and an influencer's sponsored post featuring new ‘Paid Partnership'
  • Figure 25: Screenshots of Instagram Insights
  • Figure 26: Snapchat quarterly average daily active users, millions
  • Figure 27: Screenshot of some main Snapchat functionalities
  • Figure 28: Spectacles advertisement
  • Figure 29: Stock value evolution of Snap, Inc. (SNAP), March-January 2018
  • Figure 30: Message displayed by Windows Live Messenger on the download page
  • Figure 31: Skype for Business
  • Figure 32: The WhatsApp application
  • Figure 33: WeChat application
  • Figure 34: Main features of the WeChat app
  • Figure 35: WeChat connection platform
  • Figure 36: The value flow with and without OTT communication providers
  • Figure 37: Telefónica approach to a level playing field in data and consumer protection
  • Figure 38: Orange ‘Livebox Zen' STB offer, including fixed VoIP
  • Figure 39: Sosh (by Orange) with unlimited SMS and at least two hours free calling
  • Figure 40: TU Go for Web interface, by Telefónica
  • Figure 41: TU Go, by Telefónica
  • Figure 42: The Orange Libon app
  • Figure 43: Google technology for the RCS ecosystem via Jibe
  • Figure 44: Total telco communication vs OTT communication revenues, 2014-2021
  • Figure 45: Mobile revenue growth: impact of MTR, roaming GDP
  • Figure 46: Breakdown of global OTT communications market, by segment, 2017 and 2021
  • Figure 47: OTT communication services as part of a broader platform strategy
  • Figure 48: Stickers and games from WeChat
  • Figure 49: Medical retailer selling goods within WeChat
  • Figure 50: Joyn timeline to failure, and the rise of Google-Jibe
  • Figure 51: Telekom Message+ (RCS) from DT

Geographic area & Players

World

Actors

  • Alibaba
  • appear.in
  • Apple
  • AT&T
  • Ayla
  • BNP Paribas
  • BT
  • Deutsche Telekom
  • eBay
  • Edge
  • Facebook
  • fring
  • Galeries Lafayette
  • Genband
  • Globe
  • Google
  • Kakao Talk
  • KPN
  • LINE
  • LinkedIn
  • Microsoft
  • Mozilla
  • New Call Telecom
  • Nimbuzz
  • Opera
  • Orange
  • Qzone
  • Rakuten
  • Rogers
  • SFR
  • Skype
  • Snap Inc.
  • Sprint
  • Swisscom
  • Tango
  • Telefónica
  • Telenor
  • TIM Brazil
  • T-Mobile.
  • Twitter
  • Verizon
  • Viber
  • Vkontakte
  • Vodafone
  • WeChat
  • WhatsApp

Slideshow

  • OTT communication revenues are growing but remain small compared to telcos
  • Total consumer OTT communications market to reach 31.8 billion EUR by 2021
  • The numbers do not add up to simply say “OTTs are taking value from telcos”
  • Doubts remain over business models of VoIP and IP messaging services
  • Various business models; successful revenue generation in Southeast Asia
  • OTT communication services do not necessarily need to generate any revenue
  • Focus on Snap IPO: a bright future of a missed opportunity?
  • Telcos are required to invest in their networks, whereas OTTs are not
  • The five main telco strategies in response to the rising OTT
  • The telcos at a crossroads: should they deliver RCS in partnership with Google?
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