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市場調查報告書

運營商利潤戰略:市場前景,商業模式,新機遇(2020-2025年)

Operator Revenue Strategies: Future Market Outlook, Business Models & Emerging Opportunities 2020-2025

出版商 Juniper Research Ltd 商品編碼 966847
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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運營商利潤戰略:市場前景,商業模式,新機遇(2020-2025年) Operator Revenue Strategies: Future Market Outlook, Business Models & Emerging Opportunities 2020-2025
出版日期: 2020年10月19日內容資訊: 英文
簡介

該報告分析了全球移動通信運營商的未來市場機會和商業模式,並預測了對當前商業模式,新商業模式和市場影響以及市場規模趨勢的威脅。 (在接下來的5年中),我們將提供有關有望在未來顯著增長的技術和市場領域,行業利益相關者將來應解決的問題以及新的冠狀病毒感染(COVID-19)的影響的信息。

目錄

第1章分析概述和戰略建議

第2章市場未來展望

  • 移動通信運營商市場:當前市場狀況
  • 電信市場的主要趨勢
    • 蜂窩技術部
    • 蜂窩通信數據流量分析
      • 手機
      • 平板電腦
      • 蜂窩物聯網設備
    • 手機短信
    • 移動RCS消息傳遞
    • 移動語音呼叫的市場機會
    • 移動通信運營商的漫遊收入
    • 低功耗物聯網
      • LPWA連接和設備安全性
    • 直接向運營商付款

第3章未來的網絡機會

  • 運營商非核心收入增長
    • 專用蜂窩網絡
      • Wi-Fi 6的影響
    • 大數據/分析
    • 電子商務服務
    • 移動ID身份驗證
    • 嵌入式SIM卡

第4章移動通信運營商業務模型:競爭狀況

  • MNO(移動運營商)業務模式:競爭態勢
    • 供應商評估方法
    • 供應商分析
      • 現有領導者
      • 主要挑戰者
      • 破壞者和模擬器

推薦公司

  • 瞻博網絡研究排行榜目標公司: America Movil、AT&T、Axiata Group、Bell Canada、Bharti Airtel、BSNL、BT Group、China Mobile、China Telecom、China Unicom、Deutsche Telekom、Etisalat、Globe Telecom、KDDI、KT Corporation、LG Uplus、 Megafon、MTN、MTS、NTT Docomo、Ooredoo、Orange、Reliance Jio、Saudi Telecom、SK Telecom、Softbank、Swisscom、Telecom Italia、Telefnica、Telenor、Telkomsel、Telstra、VEON、Verizon、Vodafone
  • 提及的公司: Amazon、Apple、BCE(Bell Canada Enterprise)、Boku、Cisco、Dialog、EE、Epic Games、Equinix、Ericsson、ETSI(European Telecommunications Standards Institute)、Facebook、Federal Network Regulator、GlobalConnect、Google、GSMA、IBM、 Intel、Microsoft、Movistar、Netflix、Nokia、Noor Bank、Red Hat、RHN(Royal Hospital for Neuro-Disability)、Salesforce、Spotify、StraightPath、Telxius、T-Mobile、TracFone、Vodafone、WhatsApp、Zain、ZTE

數據和交互式預測

  • 要分析的區域/國家(總共8個區域/19個國家),主要指標的預測(未來5年)
    • 巴西
    • 加拿大
    • 中國
    • 克羅地亞
    • 捷克語
    • 法國
    • 德國
    • 印度
    • 意大利
    • 日本
    • 波蘭
    • 俄羅斯
    • 沙特阿拉伯
    • 新加坡
    • 南非
    • 韓國
    • 西班牙
    • 英國
    • 美國
  • 運營中的移動SIM卡總數
  • 運營商的計費總收入
    • 大數據分析
    • 運營商代扣
    • 面向消費者的5G服務
    • M2M連接啟用
    • 移動業務消息傳遞
    • 電子商務服務
    • 移動ID身份驗證
    • 手機語音通話
  • 訪問預測數據(42個表,包括8100多個數據點)
  • Interactive Excel方案工具:可以操作各種指示器
目錄

Juniper Research's latest ‘Operator Revenue Strategies ’ research provides industry executives with key insights in, and thorough assessment of, threats to existing business models, new and emerging business models shaping the market, and new revenue opportunities expected to disrupt the market for the next five years.

The study quantifies the nature and scale of the threats and opportunities in the network operator market; ranging from declining ARPUs and margins to evolving data usage and various new revenue opportunities. The report identifies key new opportunities for network operators, including M2M (Machine-to-Machine) connectivity & enablement, business messaging, and Big Data and Analytics.

This research suite includes:

  • Market Trends & Opportunities (PDF)
  • 5-year Deep Dive Data & Forecasting (PDF)
  • 12 months' Access to harvest Online Data Platform

Key Features

  • Future Market Outlook: An analysis of the key trends in the market, including the growth of cellular technologies, and total cellular data traffic generated, split by:
    • Mobile Handsets
    • Tablets
    • Cellular IoT Devices
    • Other Connected Devices
  • Key Telecommunications Service Analysis: A deep dive evaluation of the future of the telecommunications industry, analysing the development and deployment of new areas in the sector, including:
    • Big Data & Analytics
    • Carrier Billing
    • Consumer 5G Services
    • Embedded SIMs
    • Low Power IoT
    • M2M Connectivity Enablement
    • Mobile Messaging (SMS and RCS)
    • Mobile Business Messaging
    • Mobile Commerce Services
    • Mobile Identity
    • Mobile Voice
    • Private Cellular Networks
  • Benchmark Industry Forecasts: Provided for sector-based operator-billed revenue in the telecommunications industry for 8 global regions and 19 select countries including:
    • Brazil
    • Canada
    • China
    • Croatia
    • Czech Republic
    • France
    • Germany
    • India
    • Italy
    • Japan
    • Poland
    • Russia
    • Saudi Arabia
    • Singapore
    • South Africa
    • South Korea
    • Spain
    • UK
    • US
  • Mobile Operator Juniper Research Leaderboard: Positioning and strategic evaluation of 35 key global mobile network operators, including:
    • América Móvil
    • AT&T
    • Axiata Group
    • Bell Canada
    • Bharti Airtel
    • BSNL
    • BT Group
    • China Communications Services
    • China Telecom
    • China Unicom
    • Deutsche Telekom
    • Etisalat
    • Globe Telecom
    • KDDI
    • KT Corporation
    • LG Uplus
    • Megafon
    • MTN
    • MTS
    • NTT Docomo
    • Ooredoo
    • Orange
    • Reliance Jio
    • Saudi Telecom
    • SK Telecom
    • Softbank
    • Swisscom
    • Telecom Italia
    • Telefónica
    • Telenor
    • Telkomsel
    • Telstra
    • VEON
    • Verizon Communications
    • Vodafone

Key Questions

  • 1. What are the revenue opportunities for mobile operators in the telecommunications industry?
  • 2. What emerging telecommunications services will grow the fastest over the next 5 years?
  • 3. Which operators are leading the telecommunications industry?
  • 4. How can operators best leverage 5G technologies to generate new revenue streams?
  • 5. How will operators' mobile roaming revenue recover amidst the COVID-19 pandemic?

Companies Referenced

  • Included in Juniper Research Leaderboard: América Móvil, AT&T, Axiata Group, Bell Canada, Bharti Airtel, BSNL, BT Group, China Mobile, China Telecom, China Unicom, Deutsche Telekom, Etisalat, Globe Telecom, KDDI, KT Corporation, LG Uplus, Megafon, MTN, MTS, NTT Docomo, Ooredoo, Orange, Reliance Jio, Saudi Telecom, SK Telecom, Softbank, Swisscom, Telecom Italia, Telefónica, Telenor, Telkomsel, Telstra, VEON, Verizon, Vodafone.
  • Mentioned: Amazon, Apple, BCE (Bell Canada Enterprise), Boku, Cisco, Dialog, EE, Epic Games, Equinix, Ericsson, ETSI (European Telecommunications Standards Institute), Facebook, Federal Network Regulator, GlobalConnect, Google, GSMA, IBM, Intel, Microsoft, Movistar, Netflix, Nokia, Noor Bank, Red Hat, RHN (Royal Hospital for Neuro-Disability), Salesforce, Spotify, StraightPath, Telxius, T-Mobile, TracFone, Vodafone, WhatsApp, Zain, ZTE.

Data & Interactive Forecast

Juniper Research's latest ‘Operator Revenue Strategies ’ forecast suite includes:

  • 5-year benchmark forecasts for key metrics by 8 key regions and 19 country-level splits including:
    • Brazil
    • Canada
    • China
    • Croatia
    • Czech Republic
    • France
    • Germany
    • India
    • Italy
    • Japan
    • Poland
    • Russia
    • Saudi Arabia
    • Singapore
    • South Africa
    • South Korea
    • Spain
    • UK
    • US
  • Total Mobile SIMs in Service
  • Total Operator-billed Revenue, split by
    • Big Data & Analytics
    • Carrier Billing
    • Consumer 5G Services
    • M2M Connectivity Enablement
    • Mobile Business Messaging
    • Mobile Commerce Services
    • Mobile Identity
    • Mobile Voice
  • Access to the full set of forecast data of 42 tables and over 8,100 datapoints.
  • Interactive Excel Scenario tool allowing users the ability to manipulate Juniper Research's data for different metrics.

Juniper Research's highly granular interactive Excels enable clients to manipulate Juniper Research's forecast data and charts to test their own assumptions using the Interactive Scenario Tool and compare select markets side by side in customised charts and tables. IFxls greatly increase clients' ability to both understand a particular market and to integrate their own views into the model.

Table of Contents

1. Key Takeaways & Strategic Recommendations

  • 1.1 Key Takeaways
  • 1.2 Strategic Recommendations

2. Future Market Outlook 2.1 Mobile Operator Market: Current Market Status

  • Table 2.1: Global Operator-billed Revenue ($bn), Split by 8 Key Regions, 2015-2020
  • Figure 2.2: Global Installed Base of SIMs (m) Split by 8 Key Regions, 2015-2020
  • 2.2 Key Telecommunications Trends
    • 2.2.1 Cellular Technology Splits
      • Figure 2.3: Global Number of SIMs (m), Split by 2G, 3G, 4G & 5G, 2020-2025
    • 2.2.2 Cellular Data Traffic Analysis
      • Figure 2.4: Total Annual Cellular Data Usage (PB), Split by 8 Key Regions, 2020-2025
      • i. Mobile Handsets
        • Figure & Table2.5: Average Cellular Data Usage per Mobile Handset per month (MB), Split by 8 Key Regions, 2020-2025
        • Figure & Table 2.6: Total Cellular Data Usage Generated by Mobile Handsets per annum (PB), Split by 8 Key Regions, 2020-2025
        • Table 2.7: Total Cellular Data Usage Generated by Mobile Handsets per annum (PB), Split by Device, 2020-2025
      • ii. Tablets
        • Figure & Table 2.8: Average Cellular Data Usage per Cellular Tablet per month (MB), Split by 8 Key Regions, 2020-2025
        • Figure & Table 2.9: Total Cellular Data Usage Generated by Tablets per annum (PB), Split by 8 Key Regions, 2020-2025
      • iii. Cellular IoT Devices
        • Figure & Table 2.10: Average Cellular Data Usage per Cellular IoT Device per month (MB)
        • Figure & Table 2.11: Total Cellular Data Usage Generated by Cellular IoT Devices per annum (PB), Split by 8 Key Regions, 2020-2025
    • 2.2.3 Mobile SMS Messaging
      • Figure 2.12: Proportion of A2P SMS Messaging Traffic that Is Attributable to Directly Connected Traffic & Grey Route Traffic (%), 2020-2025
    • 2.2.4 Mobile RCS Messaging
      • Figure 2.13: Global RCS-capable Mobile Subscribers in 2020, Split by 8 Key Regions
      • Figure 2.14: Total RCS Business Messages Delievered per annum (m), Split by 8 Key Regions, 2020-2025
    • 2.2.5 Opportunities for Mobile Voice
      • Figure 2.15: Total Number of Voice Services Users in 2020 (m), Split by 8 Key Regions & 5 Key Voice Services
    • 2.2.6 Mobile Operator Roaming Revenue
      • Figure 2.16: Proportion of Mobile Subscribers that are Mobile Roamers per Annum (%), Split by 8 Key Regions, 2018-2022
    • 2.2.7 Low Power IoT
      • Figure 2.17: Life Cycle Considerations of LPWA Connections
      • Figure 2.18: Total Number of Cellular LPWA SIMs in Service (m), Split by 8 Key Regions, 2019-2024
      • Figure 2.19: Total IoT LPWA Connectivity Enablement Revenue ($m), Split by 8 Key Regions, 2019-2024
      • i. LPWA Connection & Device Security
    • 2.2.8 Direct Carrier Billing
      • Figure 2.20: Total End User Spend via Carrier Billing ($m), Split by Category, 2020-2025
      • Figure 2.21: Total Operator-billed Revenue from Carrier Billing Spend ($m), Split by 8 Key Regions, 2020-2025

3. Future Network Opportunities

  • 3.1 Growth of Operators Non-core Revenue
    • Figure 3.2: Operator Revenue Opportunity from Select Operator Services ($m), Split by 8 Key Operator Services
    • 3.1.1 Private Cellular Networks
      • Figure 3.3: Various Private Cellular Network Business Models
      • i. The Impact of Wi-Fi 6
    • 3.1.2 Big Data & Analytics
      • Figure 3.4: Total Operator Revenue from Big Data & Analytics Services ($m), 2020-2025
    • 3.1.3 Mobile Commerce Services
      • Figure & Table 3.5: Operator Revenue Opportunity from Mobile Commerce Services ($m), Split by 8 Key Regions, 2020-2025
      • Figure 3.6: Mobile Money Services: SWOT Analysis
    • 3.1.4 Mobile Identity
    • 3.1.5 Embedded SIMs

4. Mobile Operator Business Models: The Competitive Landscape

  • 4.1 Mobile Network Operators Business Models: The Competitive Landscape
    • 4.1.1 Vendor Assessment Methodology
      • Figure 4.1: Mobile Operator Business Models: Vendor Assessment Criteria
      • Figure 4.2: Mobile Operator Business Models: Juniper Research Leaderboard
      • Figure 4.3: Juniper Research Leaderboard Heatmap: Mobile Operators (Part 1 of 2)
      • Figure 4.4: Juniper Research Leaderboard Heatmap: Mobile Operators (Part 2of 2)
    • 4.1.2 Vendor Analysis
      • i. Established Leaders
      • ii. Leading Challengers
      • iii. Disruptors & Emulators