Service delivery platforms: worldwide forecast 2012–2016


September 4, 2012
59 Pages - SKU: BCAQ4893165
License type:
Countries covered: Global



The worldwide service delivery platform (SDP) market was worth USD3.8 billion in 2011, and will grow at a CAGR of 9.1% to reach USD5.9 billion in 2016.

The market dynamics have altered somewhat as a result of the changes we have made to our segmentation of the SDP market, but growth in subscriber numbers and the need to enable new revenue streams continue to be the key underlying drivers. Cost reduction became a more-significant driver because of the direct cost savings that policy management brings to communications service providers (CSPs).

The increasing success of the Apple, Google and other over-the-top (OTT) players will dampen the growth rates in the SDP market – particularly in the mobile content management and delivery sub-segment.

This Report provides:
  • a five-year forecast of spending in the SDP market, split into:
  • four sub-segments: telecoms application servers; mobile content management and delivery; policy management; and subscriber data management
  • four telecoms service sectors: mobile, PSTN, business and residential broadband
  • four geographical regions: Asia–Pacific; Central and Latin America; North America; and Western Europe.
  • an examination of key market drivers and inhibitors, and how they will change over time
  • analysis of the regional dynamics that may influence the market
  • insight into the technologies and services that are influencing the market
  • recommendations for CSPs and vendors.
This report is a companion to the previously published Service delivery platforms: worldwide market shares 2011, which details the business conditions in this market, as well as the market shares, offerings and strategies of the major software providers.

Please note: this is delivered as a PowerPoint presentation.


List of Slides with Slide Numbers
5.Executive summary
6.Worldwide SDP forecast, 2011–2016: new services and subscribers will lead to continued investment
7.Policy management will enjoy the highest growth rate because it is the only technology that directly provides cost savings
8.Mobile services continue to be the primary focus for SDP spending
9.The high subscriber growth in emerging markets will drive SDP spending over the forecast period
10.Recommendations
11.Recommendations for CSPs
12.Recommendations for suppliers
13.Forecast
14.Telecoms application server revenue will continue to be split about 50:50 between IN replacement and new services
15.LTE will be both a driver and an inhibitor of the growth of TAS revenue in the major spending area of mobile
16.Service innovation and rising subscriber numbers are driving spending on TAS in emerging markets
17.Vendors in the mobile content management and delivery segment must move to support OTT and media players
18.The strong positions of Apple and Google in the content value chain are eroding the opportunity for CSPs in mature markets
19.Cost savings will be a stronger driver for policy management spending than increasing revenue from new services
20.Mobile services will continue to account for most PCRF spending, but spend on fixed networks will rise to protect investment in VDSL/FTTx
21.Growth in the number of subscribers to policy-enabled services, and cost reduction initiatives, will drive PCRF spending
22.Subscriber data management is a mature market in which technology refresh and replacement will drive growth
23.Mobile services account for most SDM spending, but some spending is forecast for residential broadband in association with FMC
24.The growth in the number of subscribers in emerging markets will drive the majority of SDM spending over the forecast period
25.Market drivers and inhibitors
26.Market drivers and inhibitors
27.Service delivery platform market drivers [1]
28.Service delivery platform market drivers [2]
29.SDP market inhibitors [1]
30.SDP market inhibitors [2]
31.Business environment
32.Competitive drivers of service innovation
33.The business environment in 2011: higher growth in emerging markets
34.Economic setbacks are forecast for 2012, but growth is expected to return in 2013, with emerging and developing markets leading the way
35.Capex growth will be strongest in APAC and CALA, but APAC and EMEA will account for two-thirds of the total spend during the forecast period
36.Most of the growth in subscriber numbers will occur in emerging markets in APAC and EMEA
37.In developed markets, demand for FTTx (FTTH and VDSL) has gradually picked up in 2011, and we expect continued improvement until 2014
38.Understanding consumer smartphone data traffic and network usage through on-device measurement – (Wi-Fi) off loaders by nature
39.More smartphones does not yet imply more usage of mobile broadband, but it does reflect the readiness to start using this service
40.Smartphone prices mean that the social status they confer is more important than actual usage, but owners are ready to use at the right price
41.Mobile traffic continues to grow dramatically worldwide, while the number of connections grows more gradually
42.The business environment by region in 2011
43.Regional outlook for 2012: CALA and other emerging markets will continue to be the main sites of service innovation and subscriber growth
44.Market definition
45.Summary of changes to our segmentation of the telecoms software market
46.Telecoms software market segmentation
47.SDP overview
48.Definition of SDP and its sub-segments
49.SDP deployment scenario
50.SDP service sector and revenue type definitions
51.Definition of geographical regions
52.Key business drivers and market characteristics and how they map to different operational and software strategies
53.Our comprehensive forecast model is supported by a sound knowledge of markets
54.About the author and Analysys Mason
55.About the author
56.About Analysys Mason
57.Research from Analysys Mason
58.Consulting from Analysys Mason
List of figures
Figure 1: Service delivery platform revenue, worldwide, 2011–2016
Figure 2: Service delivery platform revenue by sub-segment, worldwide, 2011–2016
Figure 3: Service delivery platform revenue by telecoms service, worldwide, 2011–2016
Figure 4: Service delivery platform revenue by region, worldwide, 2011–2016
Figure 5: Telecoms application server revenue, worldwide, 2011–2016
Figure 6: Telecoms application server revenue by telecoms service, worldwide, 2011–2016
Figure 7: Telecoms application server revenue by region, worldwide, 2011–2016
Figure 8: Mobile content management and delivery platform revenue, worldwide, 2011–2016
Figure 9: Mobile content management and delivery platform revenue by region, worldwide, 2011–2016
Figure 10: Policy management revenue, worldwide, 2011–2016
Figure 11: Policy management system revenue by telecoms service, worldwide, 2011–2016
Figure 12: Policy management system revenue by region, worldwide, 2011–2016
Figure 13: Subscriber data management revenue, worldwide, 2011–2016
Figure 14: Subscriber data management revenue by telecoms service, worldwide, 2011–2016
Figure 15: Subscriber data management revenue by region, worldwide, 2011–2016
Figure 16a–b: Service delivery platform market drivers
Figure 17a–b: Service delivery platform market inhibitors
Figure 18: Competitive drivers of service innovation
Figure 19: GDP growth, worldwide and by market type, 2007–2013
Figure 20: Telecoms capex by region, worldwide, 2011–2016
Figure 21: Telecoms subscribers by region, worldwide, 2011–2016
Figure 22: FTTx capex by region, developed markets, to 2017
Figure 23: FTTx capex by region, developed markets, 2010–2017
Figure 24: Distribution of total smartphone traffic across all panellists
Figure 25: Smartphones as a percentage of handsets in use, by region, worldwide, 2012
Figure 26: Handsets by device type and smartphones as a percentage of handsets in use, Western Europe, 2008–20162
Figure 27: Smartphones as a percentage of handsets in use, top-ten countries in a sample of 26, 2012
Figure 28: Smartphones as a percentage of handsets in use, bottom-ten countries in a sample of 26, 2012
Figure 29: Mobile connections by region, and traffic from mobile connections, worldwide, 2012–2017
Figure 30: Changes to Analysys Mason’s segmentation of the telecoms software market
Figure 31: Telecoms software market segments
Figure 32: Definition of SDP and its sub-segments
Figure 33: SDP deployment scenario
Figure 34: SDP service sector definitions
Figure 35: SDP service revenue type definitions
Figure 36: Regional breakdown used in this report
Figure 37: Mapping of key business drivers and market characteristics according to business environment, and operational and software strategies
Figure 38: Key factors influencing forecast assumptions

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