Summary

この調査レポートは、世界のモバイル事業者のビジネスモデルを調査し、ネットワーク事業者が直面する脅威の規模について分析・解説しています。

主な掲載内容　

地域別市場予測

• 北米
• ラテンアメリカ
• 西欧
• 中東欧
• 極東＆中国
• インド亜大陸
• その他アジア太平洋地域
• アフリカ＆中東

データ利用カテゴリ別市場予測

• モバイルダウンロード
• モバイルメッセージ
• モバイルウェブブラウジング
• ソーシャルメディア
• 地図＆ナビゲーション
• 音楽ストリーミング
• ビデオストリーミング
• VoLTE

Overview

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Table of Contents

Table of Contents

1. MNO Business Models

1.1 Introduction . 4
1.1.1 Global Challenges. 4
1.1.2 The Declining ARPU Challenge . 4
Figure & Table 1.1: Operator-Billed ARPU ($) Split By 8 Key Regions, 2019-2024 . 4
1.2 The Rise of OTTs . 5
1.2.1 A Sector in Transition. 5
1.2.2 OTT Messaging Substitution . 6
Figure 1.2: Leading OTT Messaging Services, Monthly Active Users, 2019. 6
Figure 1.3: WhatsApp vs SMS (Billion, 2018) . 6
i. Regional Variations . 6
ii. Quantifiable Impact . 7
Figure 1.4: Total Number of P2P SMS Sent per Annum (m) Split by 8 Key Regions 2017-2022 . 7
Figure 1.5: Total Revenue from P2P SMS ($m) Split by 8 Key Regions 2017-2022 . 7
1.2.3 OTT Voice Substitution . 8
i. Quantifiable Impact . 8
Figure 1.6: Total Operator Billed Voice Revenues (including MNO OTT VoIP)
($m) Split by 8 Key Regions 2018-2023 . 9
1.2.4 OTT Video Substitution . 9
Figure 1.7: Top 5 SVOD platforms . 9
i. Quantifiable Impact . 10
Figure 1.8: Total Revenues from SVOD Services ($m), Split by 8 Key Regions 2018-2023 . 10
1.3 MNO Revenues are Now in Decline . 11
Table 1.9: Total Operator-billed Revenues ($bn) Split by 8 Key Regions, 2019-2024 . 11
1.4 MNOs’ Strategies & Business Models . 11
1.4.1 Leading in Customer Experience . 11
1.4.2 Leading in Mobile Data . 13
Table 1.10: Mobile Penetration as a Proportion of Global Population (%), Split by
8 Key Regions, 2019-2024 . 13
Table 1.11: Total Data Traffic Generated by Mobile Handsets Per Annum (PB)
Split by Data Categories, 2019-2024 . 14
Table 1.12: Total Data Traffic Carried Via Cellular Networks Per Annum (PB) Split
by Originating Device Type, 2019-2024 . 15
Figure 1.13: Proportion of Global Population Accessing Internet Services by 2025 . 16
1.4.3 Leading in Networks & Technology . 17
Figure 1.14: Global Mobile 5G Active Connections (m), 2019-2025 . 17
Figure 1.15: The Evolution of Wireless Networks . 17
Figure 1.16: Shift to Centralised & Decentralised Computing . 18
Figure 1.17: Active Number of 4G Subscribers, 2013-2024 . 20
Table 1.18: Google Play/Apple App Store/Facebook Carrier Billing Availability by
Operator, Largest Unbanked Markets, July 2019 . 20
Figure 1.19: Total Carrier Billing ($m), Split by 8 Key Regions, 2019-2023. 21
Figure 1.20: Total Carrier Billing (%), Split by 8 Key Regions, 2023 . 22
Case Study: PM Connect . 23
Figure 1.21: Global Number of A2P Messages Per Annum (m) Split by Directly
Connected Traffic & Grey Route Traffic 2018-2023 . 24
Figure 1.23: Proportion of M2M SIMs in Service that are eSIMs . 26
Figure 1.24: Total Roaming Revenues ($m), 2019 and 2023 . 27
Figure 1.25: vEPC (virtual Evolved Packet Core) Concept . 29
Table 1.26: IoT Alternative Release Comparison . 29
Figure 1.27: IoT Network Deployments: NB IoT vs LTE Cat-M, April 2018 . 30
Table 1.28: Strategic Drivers by Type of Network Sharing . 31

2. New Revenue Opportunities

2.1 Introduction . 35
2.2 Revenue Opportunities . 35
Figure & Table 2.1: New Revenue Opportunities for MNOs ($m), Split By
Revenue Stream, 2019-2024 . 36
Figure and Table 2.2: Increase in Regional Net Revenues ($m), Split by Stream
2024 vs 2019 . 37
2.3 Strategic Recommendations & Options . 37
2.3.1 In the Consumer Space . 38
Table 2.3: Deployment of Juniper Research Recommendations for the Consumer
Space on Developed & Developing Markets . 38
Figure 2.4: AR & VR Use Cases . 41
Figure 2.5: Key Payment Statistics . 43
Case Study: Juvo . 44
Figure 2.6: Leading Mobile Money Players in Unbanked Markets, Transactional
Value Market Share (%) in 2018: Top 12 . 46
Figure 2.7: Leading Wallets by Accepting Countries, December 2018 . 47
2.3.2 In the Enterprise Space . 49
Table 2.8: Impact of Juniper Research Recommendations for the Enterprise
Space on Developed & Developing Markets . 49
Figure 2.9: Service Requirements by Vertical Segments . 51
2.3.3 In the Public Space . 53
Table 2.10: Deployment of Juniper Research Recommendations for the Public
Space on Developed & Developing Markets . 53
Figure 2.11: Blockchain’s Advantages in the Telecoms Space . 56
Figure 2.12: 5G Applications of Smart Grids . 58
Figure 2.13: Co2 Emissions Reduced through Virtual Care . 60
Figure 2.14: Tier 1 Operators Involved in mHealth Solutions . 61

3. Juniper Research MNO Innovation Index

3.1 Introduction . 63
Table 3.1: MNO Matrix Assessment Criteria. 63
Table 3.2: Juniper Research Operator Positioning Index - Player Scoring . 64
Figure 3.3: Juniper Research Operator Innovation Index - Player Positioning . 66
3.2 Conclusions . 67
3.2.1 Cluster 1: ‘Leading’ . 67
3.2.2 Cluster 2: ‘Aspiring’ . 68
3.2.3 Cluster 3: ‘Developing’ . 71