Mobile VoIP Plenty are talking the talk, but can it walk the walk?

Published by: IDATE

Published: Oct. 1, 2009 - 65 Pages

Table of Contents

1. Executive summary

1.1. International calls are the only real advantage

1.2. Summary of strategies of independent players

1.3. Google Voice is a potential game changer

1.4. The general trend of leaders versus challengers

1.5. The key factors effecting mobile VoIP take-off

1.6. IDATE forecasts

2. Mobile VoIP description

2.1. Market overview

2.2. Technology description

3. Technical enablers for mobile VoIP

3.1. User experience

3.1.1. Usability

3.1.2. Availability

3.1.3. QoS

3.2. Networks

3.2.1. WiFi coverage will remain spotty

3.2.2. 2G networks are not suited for Mobile VoIP

3.2.3. 3G networks: capacity trade-off

3.2.4. LTE networks: multiple options for voice

3.3. Handsets

3.3.1. 3G handsets

3.3.2. WiFi compliant phones

4. The myths and realities of mobile VoIP pricing

4.1. Mobile VoIP not very mobile - often limited to WiFi only

4.2. Free calls do not come cheap

4.3. International calls are very attractive, whether WiFi or not

4.4. National calls are competitive at best

4.5. In conclusion; international calls are the only real advantage

5. Strategies of independent (over-the-top) players

5.1. The end of the simple no-frills era

5.1.1. Skype has won the winner-takes-all battle

5.1.2. The battle for pre-installation on mobile phones

5.2. Looking beyond just VoIP calling

5.2.1. Truphone going global

5.2.2. Fring getting social

5.2.3. Jajah working behind the scenes

5.3. Summary of independent player strategies

6. Strategies of Internet giants

6.1. Google Voice: an alternative approach to the independent mobile VoIP players .. 39

6.1.1. What is Google Voice?

6.1.2. The strategy of Google Voice

6.2. Google Voice is a potential game changer

7. Strategies of mobile network operators

7.1. Germany: operator split strategies

7.2. H3G: full support of mobile VoIP

7.3. The general trend of leaders versus challengers

8. Mobile operators can, and will, manage VoIP

8.1. Lessons learned from fixed VoIP

8.1.1. Carrier-managed VoIP can be a success…

8.1.2. … even fending off the independent players

8.2. A means to increase mobile data revenue

8.2.1. Transferring the fixed VoIP success to mobile

8.2.2. The potential to increase data revenue

8.2.3. No enforced regulation, but pressure increasing

9. Scenarios and forecasts

9.1. The key factors effecting mobile VoIP take-off

9.2. Mobile VoIP user forecasts

9.2.1. France: slow take-off but rapid uptake

9.2.2. Germany: steady progress

9.2.3. UK: aggressive strategies driving the market

9.2.4. US: resistance from MNOs starting to ease

9.2.5. IDATE forecasts

Tables & Figures

Table 1: Table of data plans for the MNOs of France, Germany, UK and US

Table 2: Examples of mobile VoIP offers

Table 3: Table of international call tariffs for the MNOs of the US

Table 4: Unlimited voice call tariffs for MNOs in France, Germany, UK and US

Table 5: Examples of mobile VoIP packages

Table 6: Free VoIP tariffs

***

Figure 1: The three key factors for managed VoIP success

Figure 2: Comparison of price competitiveness between mobile VoIP and MNO plans

Figure 3: Summary of the strategies of Skype, Truphone, fring and Jajah

Figure 4: Skype versus Google Voice

Figure 5: German and UK MNO positioning on mobile VoIP service

Figure 6: Key factors affecting mobile VoIP take-off in France, Germany, UK and US

Figure 7: Mobile VoIP users as a percentage of total mobile subscribers

Figure 8: Mobile VoIP user forecast: France, Germany, UK and US

Figure 9: World mobile data and voice revenues, 2009

Figure 10: Breakdown of mouth-to-ear delay

Figure 11: CS fallback architecture

Figure 12: VoLGA: Voice over LTE via Generic Access

Figure 13: GSM / 3G / LTE-enabled handsets (% of installed phones in Western Europe)

Figure 14: WiFi compliant phones sales

Figure 15: Data ARPU depending on device

Figure 16: International call charges by Vodafone UK

Figure 17: Mobile VoIP calling offer using the mobile Internet, by fring

Figure 18: Comparison of price competitiveness between mobile VoIP and MNO plans

Figure 19: SWOT analysis of Skype

Figure 20: SWOT analysis of Truphone

Figure 21: The fring network structure

Figure 22: SWOT analysis of fring

Figure 23: Yahoo! Voice service in collaboration with Jajah

Figure 24: SWOT analysis of Jajah

Figure 25: Summary of the strategies of Skype, Truphone, fring and Jajah

Figure 26: Google Voice service offering

Figure 27: SWOT analysis of Google Voice

Figure 28: Skype versus Google Voice

Figure 29: The Skype package on the 3 network

Figure 30: Trends in mobile market shares in the UK, 2004-2008

Figure 31: German and UK MNO positioning on mobile VoIP service

Figure 32: Areas included in the Freebox plan

Figure 33: French fixed VoIP subscriber numbers, December 2008

Figure 34: The three key factors for managed VoIP success

Figure 35: Key factors affecting mobile VoIP take-off in France, Germany, UK and US

Figure 36: Mobile VoIP users as a percentage of total mobile subscribers

Figure 37: Mobile VoIP user forecast: France, Germany, UK and US (million users)

Abstract

• Is there potential to turn managed VoIP into increased data
revenue?
• Why does Skype dominate the independent “cheap calls” VoIP
market and how do the other players compete?
• Does Google, the latest big name to enter the mobile VoIP fray,
have the potential to disrupt the market?
• How are mobile operators reacting:
fighting or cooperating?
• How and when will operators start to offer managed mobile
VoIP?
• What are the key factors for enabling mobile VoIP to take off?
• What will mobile VoIP user penetration levels be up to 2014?

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