Mobile Voice & Video Calling: Strategic Opportunities & Business Models 2011-2016
Juniper Research Limited
August 16, 2011 133 Pages - SKU: JUN6505287
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This in-depth report delivers an expert assessment of the Mobile VoIP and Mobile Video calling markets, providing detailed analysis and key forecasts quantifying the size of opportunity within this rapidly developing ecosystem.
Key forecasts include the value of traffic carried over VoIP networks (split by mobile VoIP applications and mobile VoIP alliances with operators). This is further split by 3G and 4G technologies. It also forecasts the number of video calling minutes per annum as well the number of mobile video calling users, all by eight regions for five years.
This major study , at over 120 pages, investigates the prospects for mobile VoIP and mobile video calling, and provides the most valuable insights into the current and future market structure to date. As well as examining recent technology developments and analysing important case studies, this report also considers the various challenges for players wanting to maximise revenues in this fast evolving marketplace.
Key questions the report answers:
- What is driving the market for mVoIP and mobile video calling?
- What are the prospects for alliances between mobile video calling service providers and MNOs?
- How many mobile video calling users will there be globally by 2016?
- What are the revenue prospects for mVoIP and mobile video calling over the next five years?
- How will the market for voice services change in the light of mVoIP?
- What innovative business models are being developed in the mVoIP and mobile video calling areas?
- What factors may hold back the mobile video calling market in the medium term?
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- Executive Summary
- The mVoIP and Mobile Video Calling Market
- 1.1 Introduction
- 1.2 mVoIP
- 1.2.1 mVoIP Defined
- Figure 1.1: The mVoIP Call
- 1.2.2 The OTT Model
- 1.3 Current Status
- 1.3.1 VoIP- Friend or Foe?
- Figure 1.2: Diagrammatic Representation of VoIP
- 1.3.2 VoIP Flavours
- The All IP Call
- mVoIP Breakout to PSTN
- 1.4 Industry Trends
- 1.4.1 The Backdrop
- Figure 1.3: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and Operator-Billed Service Revenues 2010-2016
- Table 1.1: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and Operator-Billed Service Revenues 2010-2016
- 1.4.2 The Rise in Data Traffic
- Figure 1.4: Total Data Traffic per Annum from Mobile Handsets (PB) Split by 6 Data Categories 2009-2015
- 1.4.3 New Pricing Models
- Figure 1.5: AT&T Voice Plans
- Figure 1.6: Softbank Voice and Data ARPU
- 1.4.4 Mobile Voice Revenues
- 1.4.5 The Development of mVoIP
- Figure 1.7: Options for Voice Carriage
- Figure 1.8: mVoIP Traffic in Context
- 1.4.6 Factors influencing mVoIP and mobile video calling take up
- Technical Considerations
- Competitive Considerations
- 1.4.7 MNO Stances
- 1.5 Residential and Business Mobile Voice Markets
- 1.5.1 IP Centrex
- Case Study: Skype Connect
- 1.5.2 High Definition Voice
- 1.6 Challenges & Inhibitors
- 1.6.1 Summary of Challenges Presented by mVoIP
- Table 1.2: mVoIP Drivers and Inhibitors
- 1.7 Circuit-Switched Voice Forecasts
- Figure 1.9: Circuit-Switched Voice Traffic Forecast Methodology
- Figure 1.10: Circuit-Switched Traffic Volumes (millions of minutes) Split by Eight Key Regions 2011-2016
- Table 1.3: Circuit-switched Traffic Volumes (millions of minutes) Split by Eight Key Regions 2011-2016
- Figure 1.11: Circuit-Switched Voice Traffic Revenues ($m) Split by Eight Key Regions 2011-2016
- Table 1.4 Circuit-Switched Voice Traffic Revenues ($m) Split by Eight Key Regions 2011-2016
- 1.8 Mobile Video Calling
- 1.8.1. Definitions and Current Status
- 1.8.2 Mobile Voice and Mobile Video - Similarities and Differences
- Mobile Video Calling Revenue
- 1.8.3 The Challenge of Mobile Video Calling
- 1.8.4 Mobile Video Calling: Towards Acceptance
- Figure 1.12: Smartphones with Front Facing Cameras Left to Right: iPhone 4, Motorola Droid X, Motorola Atrix 4G, Samsung Epic 4G, HTC Evo 4G
- 1.8.5 Summary of Challenges Presented by Mobile Video Calling
- Table 1.5: Mobile Video Calling Drivers and Inhibitors
- 1.8.6 Group Mobile Video Calling or Telepresence
- 1.9 The Desktop VoIP Market
- 1.9.1 Desktop VoIP Forecasts
- Figure 1.13: VoIP over Desktops, Laptops & Tablets Methodology
- Figure 1.14: Number of Active VoIP Users over Desktops, Laptops & Tablets Split by Eight Key Regions 2011-2016
- Table 1.6: Number of Active VoIP Users over Desktops Laptops & Tablets by Eight Key Regions 2011-2016
- Figure 1.15: Number of Paying VoIP Users over Desktops, Laptops & Tablets Split by Eight Key Regions 2011-2016
- Table 1.7: Number of Paying VoIP Users over Desktops Laptops & Tablets Split by Eight Key Regions 2011-2016
- 1.9.2 VoIP Desktop Revenue Forecasts
- Figure 1.16: Revenues from VoIP Services over the Desktop ($m) Split by Eight Key Regions 2011-2016
- Table 1.8: Revenues from VoIP Services over the Desktop ($m) Split by Eight Key Regions 2011-2016
- 1.10 Conclusion
- Players and Business Models
- 2.1 Introduction
- 2.2 Recent Developments
- 2.2.1 Microsoft Acquires Skype
- 2.2.2 Facebook to Launch In-Browser Video Calling with Skype
- 2.2.3 Google Launches Video Chat Service Google Hangouts
- 2.2.4 Google Voice/Sprint Tie-Up
- 2.2.5 T-Mobile Facebook Launch
- 2.2.6 Skype/ Qik Acquisition
- 2.2.7 Skype/KDDI Alliance
- 2.2.8 Skype Partnership Program
- 2.2.9 Rebtel Survey
- 2.2.10 Vonage Facebook Integration
- 2.2.11 Tango Finance
- 2.3 The Market Players
- 2.3.1 Market Incumbents
- 2.3.2 Established New Entrants and Recent Start-Ups
- Market Position
- 2.4 Market Strategies
- 2.4.1 mVoIP Player Routes to Market
- 2.4.2 The Potential of Carrier Alliances
- 2.4.3 The App Download Model
- 2.4.4 SWOT Analysis Comparing mVoIP Operators and Standard Operators
- Table 2.1: SWOT Analysis of mVoIP Players vs. MNOs
- 2.5 Alternative Strategies
- 2.5.1 Mobile Video Calling
- Table 2.2: Mobile Video Calling
- 2.5.2 Voice Integration within Existing Applications
- 2.5.3 The Ad-Driven Business Model
- 2.6 Player Profiles
- 2.6.1 Apple and Facetime
- i. Corporate
- ii. Service Offering and Business Model
- iii. Partnerships, Adoption and Take-Up
- iv. Juniper’s View: FaceTime’s Key Strengths and Strategic Development Opportunities
- 2.6.2 fring
- i. Corporate
- ii. Service Offering and Business Model
- iii. Mobile Video Calling
- iv. Partnerships, Adoption and Take Up
- v. Juniper’s View: fring Key Strengths and Strategic Development Opportunities
- 2.6.3 Google Voice
- i. Corporate
- ii. Service Offering and Business Model
- Figure 2.1: Google’s Calling Interface
- iii. Partnerships, Adoption and Take Up
- iv. Juniper’s View: Google Voice Key Strengths and Strategic Development Opportunities
- 2.6.4 Nimbuzz
- i. Corporate
- ii. Service Offering and Business Model
- iii. Partnerships, Adoption and Take Up
- iv. Juniper’s View: Nimbuzz’s Key Strengths and Strategic Development Opportunities
- 2.6.5 ooVoo
- i. Corporate
- ii. Service Offering and Business Model
- iii. Partnerships, Adoption and Take Up
- 2.6.6 Rebtel
- i. Corporate
- ii. Service Offering and Business Model
- iii. Partnerships, Adoption and Take Up
- iv. Juniper’s View: Rebtel’s Key Strengths and Strategic Development Opportunities
- 2.6.7 Skype
- i. Corporate
- ii. Service Offering and Business Models
- iii. Partnerships, Adoption and Take up
- iv. Juniper’s View: Key Strengths and Strategic Development Opportunities
- 2.6.8 Tango
- i. Corporate
- ii. Service Offering and Business Model
- iii. Partnerships, Adoption and Take Up
- iv. Juniper’s View: Tango Key Strengths and Strategic Development Opportunities
- 2.6.9 Vivox
- i. Corporate
- ii. Service Offering and Business Model
- iii. Partnerships, Adoption and Take Up
- iv. Juniper’s View: Vivox Key Strengths and Strategic Development Opportunities
- i. Corporate
- ii. Service Offering and Business Model
- iii. Partnerships, Adoption and Take Up
- iv. Juniper’s View: Key Strengths and Strategic Development Opportunities
- 2.7 Conclusion
- Figure 2.2 Player Positioning Within the Voice Market
- mVoIP Forecasts
- 3.1 Introduction
- 3.2 Methodology and Assumptions
- 3.2.1 3G Methodology
- Figure 3.1: 3G mVoIP Methodology
- 3.3 3G VoIP Forecasts
- 3.3.1 The Addressable Market
- Figure 3.2: mVoIP-Capable Handsets (m) (excluding 4G) Split by Eight Key Regions 2011-2016
- Table 3.1: mVoIP-Capable Handsets (m) (excluding 4G), Split by Eight Key Regions 2011-2016
- 3.3.2 3G mVoIP Users
- Figure 3.3: Number of 3G mVoIP Users (m) Split by Eight Key Regions 2011-2016
- Table 3.2: Number of 3G mVoIP Users (m) Split by Eight Key Regions 2011-2016
- 3.4 mVoIP 3G Alliance Forecasts
- Figure 3.4: 3G mVoIP via Carrier Alliances Methodology
- Figure 3.5: Number of 3G mVoIP Users via Alliances (m) Split by Eight Key Regions 2011-2016
- Table 3.3: Number of 3G mVoIP Users via Alliances (m) Split by Eight Key Regions 2011-2016
- 3.4.1 3G Operator Alliance Minutes of Use
- Figure 3.6: Annual mVoIP Minutes - 3G Operator Alliances (m) Split by Eight Key Regions 2011-2016
- Table 3.4: Annual mVoIP Minutes - 3G Operator Alliances (m) Split by Eight Key Regions 2011-2016
- 3.4.2 mVoIP Operator Alliance Revenues
- Figure 3.7: Revenues Attributable to mVoIP Alliances ($m) Split by Eight Key Regions 2011-2016
- Table 3.5: Revenues Attributable to mVoIP Alliances ($m) Split by Eight Key Regions 2011-2016
- 3.5 mVoIP via Applications
- Fig 3.8: 3G mVoIP via Applications Forecast Methodology
- 3.5.1 3G Application Users
- Figure 3.9: Number of 3G mVoIP Users via Applications (m) Split by Eight Key Regions 2011-2016
- Table 3.6: Number of 3G mVoIP Users via Applications (m) Split by Eight Key Regions 2011-2016
- 3.5.2 3G Application ARPU
- Table 3.7: VoIP ARPU for 3G Application Users Split by Eight Key Regions 2011-2016
- 3.5.3 Revenues from 3G mVoIP Applications
- Figure 3.11: 3G VoIP Application Revenues ($m) Split by Eight Key Regions 2011-2016
- Table 3.8: 3G VoIP Application Revenues ($m) Split by Eight Key Regions 2011-2016
- 3.5.4 Revenues from 3G Alliances and Applications
- Figure 3.12: 3G VoIP Application Revenues (m) Split by Eight Key Regions 2011-2016
- Table 3.9: Alliance & Application Revenues ($m) Attributable to 3G mVoIP Users Split by Eight Key Regions 2011-2016
- 3.6 4G VoIP
- 3.6.1 Methodology
- Figure 3.13: 4G mVoIP Methodology
- 3.6.2 Addressable Market
- Figure 3.14: Number of 4G Handset Users (m) Split by Eight Key Regions 2011-2016
- Table 3.10: Number of 4G Handset Users (m) Split by Eight Key Regions 2011-2016
- Table 3.11: Number of 4G mVoIP Users (m) Split by Eight Key Regions 2011-2016
- 3.6.3 mVoIP 4G Alliance Forecasts
- Figure 3.16: Number of mVoIP users via 4G Alliances (m) Split by Eight Key Regions 2011-2016
- Table 3.12: Number of mVoIP Users via 4G Alliances (m) Split by Eight Key Regions 2011-2016
- 3.6.4 4G mVoIP Traffic
- Figure 3.17: Annual mVoIP Minutes - 4G Operator Alliances (m) Split by Eight Key Regions 2011-2016
- Table 3.13: Annual mVoIP Minutes - 4G Operator Alliances (m) Split by Eight Key Regions 2011-2016
- 3.6.5 4G mVoIP Operator Alliance Revenues
- Figure 3.18: Revenues Attributable to 4G Alliances ($m) Split by Eight Key Regions 2011-2016
- Table 3.14: Revenues Attributable to mVoIP Alliances ($m) Split by Eight Key Regions 2011-2016
- 3.6.6 mVoIP via 4G Applications
- Figure 3.19: Number of 4G mVoIP Users via Applications (m) Split by Eight Key Regions 2011-2016
- Table 3.15: Number of 3G mVoIP Users via Applications (m) Split by Eight Key Regions 2011-2016
- Figure 3.20: VoIP ARPU 3G Applications Users Split by Eight Key Regions 2011-2016
- Table 3.16: 4G mVoIP ARPU Users via Applications (m) Split by Eight Key Regions 2011-2016
- 3.6.7 Revenues from 4G VoIP Applications
- Figure 3.21: 4G VoIP Application Revenues (m) Split by Eight Key Regions 2011-2016
- Table 3.17: 3G VoIP Application Revenues (m) Split by Eight Key Regions 2011-2016
- 3.6.8 Revenues from 4G Alliances and Applications
- Table 3.18: Alliance & Application Revenues ($m) Attributable to 4G mVoIP Users Split by Eight Key Regions 2011-2016
- 3.6.9 Summary of mVoIP users (3G/4G & Applications/Alliances)
- Figure 3.22: Total mVoIP Users (3G/4G & Alliance/Applications) 2011-2016
- Table 3.19: Total mVoIP Users (3G/4G & Alliance/ Applications) 2011-2016
- 3.6.10 Users by Category
- Figure 3.23: mVoIP Users by Network and Traffic Type 2011-2016
- Table 3.20: mVoIP Users by Network and Traffic Type 2011-2016
- Figure 3.24: mVoIP Revenues by Network and Traffic Type 2011-2016
- Table 3.21: mVoIP Revenues by Network and Traffic Type 2011-2016
- 3.7 Conclusion
- Mobile Video Calling Forecasts
- 4.1 Introduction
- 4.2 Forecast Approach
- 4.2.1 Forecast Methodology
- Figure 4.1: Mobile Video Calling Forecast Methodology
- 4.3 Mobile Video Calling Users
- Figure 4.2: Number of Mobile Video Calling Users (m) Split by Eight Key Regions 2011-2016
- Table 4.1: Number of Mobile Video Calling Users (m) Split by Eight Key Regions 2011-2016
- 4.4 Mobile Video Calling
- 4.4.1Minutes of Use
- Figure 4.3: Annual Mobile Video Calling Minutes (m) Split by Eight Key Regions 2011-2016
- Table 4.2: Annual Mobile Video Calling Minutes (m) Split by Eight Key Regions 2011-2016
- 4.4.2 Theoretical Traffic Value
- Figure 4.4: Theoretical Value of Mobile Video Calling ($m) Split by Eight Key Regions 2011-2016
- Table 4.3: Revenues Attributable to mVoIP Alliances ($m) Split by Eight Key Regions 2011-2016
- 4.5 Conclusion
- VoIP Practicalities - The Technology Backdrop
- 5.1 Introduction
- 5.2 Internet Protocol & IP
- 5.2.1 IP
- 5.2.2 Circuit Switching
- 5.2.3 The Evolution of VoIP
- 5.2.4 The Integration of mVoIP into the Network
- 5.2.5 Voice over Different Network Types
- i. Using the WiFi Networks
- 5.3 VoIP on 4G Networks
- 5.3.1 Voice Carriage Over 4G Networks
- i. IMS
- ii. VoLTE, Volga and OneVoice
- 5.3.2 LTE
- 5.3.3 Circuit-switched Fallback
- 5.3.4 One Voice
- 5.4 Data Offloading Using WiFi
- 5.4.1 Technology - WiFi
- Table 5.1: WiFi IEEE 802.11 Standards
- 5.4.2 WiFi Offloading
- Figure 5.1: WiFi Connect - Secure Log-In from Verizon
- 5.5 Data Offloading Using Femtocells
- 5.5.1 Technology - Femtocells
- Figure 5.2: Femtocell - Oyster 3G and Verizon’s Network Extender (Samsung)
- 5.5.2 Femtocell Offloading
- Figure 5.3: Femtocell Network at Home
- 5.6 Conclusion
- Companies Referenced
- 3UK, Ad2One, Adax, Aircell, AOL, Apple, AT&T, Avaya, Benchmark Capital, Best Buy, BigWorld, Blyk, BT, China Mobile, Cisco, Clearwire, CommuniGate Systems, Deutsche Telekom, Dialogic, Dyyno, easyGroup, E-Plus, Eutelia, Facebook, France Telecom, Fring, Google, Holtzbrinck Ventures, HTC, IBM Business Partners, Index Ventures, Intel, JAHJAH, KDDI, Lenovo, Mangrove Capital, Meebo, MetroPCS, Micromax Mobile, Microsoft, Mobilkom Austria, Motorola, MTN Nigeria, Myspace, NEXON, Nimbuzz, Nokia, North Bridge Venture Partners, NTT Docomo, O2, ooVoo, Orange, Qik, Qtel, Rebtel, RIM, Samsung, SFR, ShoreTel, SingTel, SIPfoundry, Skype, Smarttech, SoftBank, Sony Ericsson, Sprint, Stroër Interactive, Symantec, Tango, Telefónica, Telekom Austria, Telenor, TeliaSonera, TIM, T-Mobile, Toshiba, Transit Telecom, Truphone, Twitter, Universal Pictures, Venfin, Veritas, Verizon, Virgin Mobile, Visa, Vivox, Vodaphone, VoiceAge, Vonage, Walmart, Wargaming.net, Wave2Wave Communications, Yahoo!, YouTube
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