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SUMMARY
"It is fair to say that the MVNO value proposition is still intact and has a
good term to run based on considered market approach, toward specialisation in
service offering (niche market servicing), leveraging the unique capabilities
and strengths of companies through the MVNO and the requirements of next
generation convergent networks " Paul Merry, Author
This essential Strategic Report delivers detailed market forecasts to 2011
that allow you to monitor current and future developments across the global
MVNO market and make fully informed business decisions based on the most
authoritative industry data available.
Key Coverage
- Key Forecasts to 2011 - forecast data includes subscriber data to
2011 by region, by country, by enterprise and consumer use and is further
segmented into fixed mobile convergence (FMC) and non-FMC use
- Country profiles - exhaustive and highly detailed country-level
analysis of 21 countries including subscriber figures. A comprehensive
assessment of the primary drivers and challenges facing evolving MVNO markets
- The MVNO value chain players involved in MVNO service provisioning
process are critically evaluated considering those best placed to take
advantage of MVNO opportunities now and in the future based on the rapidly
evolving nature of the MVNO business space
- Convergence - assess the impact of fixed mobile convergence within
the MVNO business environment from the perspective of MNOs, cable operators
and new telecommunication entrant businesses
- Extensive MVNO database - a detailed updated breakdown of current
MVNO, MVNE, and related service providers is incorporated within an MVNO
database that includes host network, service approach and strategic approach
analysis
- Case studies - detailed analysis of key MVNO players including: BT
Fusion, Amp'd Mobile, NRJ Mobile and Jitterbug
Key Issues Addressed
- Is the MVNO market sustainable?
- Is FMC a long-term driver of the MVNO business - will FMC players develop
or acquire their own cellular infrastructure and what are the pros and cons of
the respective approaches within the MVNO environment?
- Where are the next potential growth markets for MVNO growth?
- What are the most developed MVNO markets and which will be in the future?
- What MVNO approaches are sustainable long-term?
- How does an MVNO go about successfully launching in this evolving and
challenging market?
- What type of approach is most likely to succeed and what are the
strategies to ensure their success?
Who should read this report
Operators
- Evaluate and quantify opportunities in various strategic roles from
service provider and partner to competitor
- Identify threats and ramifications of current market developments and
understand their wider strategic impact
- Anticipate market as it moves forward and formulate strategies to tackle it
Potential MVNOs
- Evaluate the opportunities and challenges
- Analyse potential strategic approaches to implementation
- Assess business models of specific industries including, brand owners,
retailers, business service providers, content providers and many more
- Evaluate specific business approaches, including discount, niche,
business, 3G only, community orientated and many more
Device and component manufacturers
- Understand the MVNO business proposition from the service provider
perspective
- Identify key players and scope for partnerships
- Recognise evolving roles and opportunities in the MVNO service
provisioning value chain
Vendors
- Understand the MVNE value proposition and platform/software providers role
within it
- Identify opportunities for service provisioning and support
- Formulate service provisioning strategies for clients based on best-case
approaches
Consultants, analysts and venture capitalists
- Provides unbiased, reasoned hard facts free from industry hype
- Provide clients with clear business intelligence to support
recommendations and investment
Countries / Sectors / Companies Covered
- 7-Eleven Speak-Up
- 9278 Mobile
- AAPT
- AH Mobiel
- Allo
- Amigo
- Aspider Mobile
- AT&T
- Austar
- Ayyildiz
- B Digita
- Boost Mobile
- Bravocom Mobile
- Breizh Mobile
- BT Mobile Sense / Mobile Home
- Call4Care
- CBB Mobil
- Cegetel
- China Motion Telecom
- China Unicom
- Debitel
- Dial n Smile
- Digiplus
- DNA Finland
- EarthLink
- Easy Mobile
- Energis Mobile
- Eurocom
- Euroset
- Fone Zone
- Fresh
- Go Mobile
- Happy Many
- Hop-On
- ISIM
- Jim Mobile
- Jippii / Saunalahti
- Kingston Communications
- KORE Wireless
- LCR-Primustel
- Liberty Wireless
- Locus Mobile
- MCI
- Megafon
- Mobile Innovations
- Mobilepro
- Mondial Telecom
- Mr Prepaid
- MyTel
- NormAction
- NRJ
- Payback
- People Telecom
- PePtalk
- Phone-Plus
- PLDT
- Plus Line
- Primus Telecommunications
- Qick
- Qwest
- RCSC Mobile
- RSLCom
- Scarlet Telecom
- SIMply
- SK Earthlink
- Slimtel
- Sun Mobile
- Tchibo Mobilfunk
- TDC Song previously Song Networks
- Tele2
- TelePlus
- TelLink
- Telmore
- Tesco Mobile
- TMF
- Toledo Telecom
- Transatel
- Trident Telecom Ventures
- U Mobile
- United Telecom
- Value Telecom
- Versatel Mobile
- Virgin Mobile
- WalMart
- Yellow Telecom
- Yesss
- ZUMA Prepaid Wireless
- Who should read this report
- Operators
TABLE OF CONTENTS
CHAPTER 1
- EXECUTIVE SUMMARY
- MVNO expectations
- Major opportunities
- Discount decline and convergence growth
- MVNO service evolution
- Figure 1.1: MVNO service evolution stages
- Stage 1: Prevalence of the discount approach
- Stage 2: Early VAS development
- Stage 3: Advanced VAS development
- MVNO market drivers
- Factors encouraging MNOs to offer wholesale access
- Factors encouraging MVNO market entrance
- Figure 1.2: Drivers for MVNO market entrance
- Current service development status
- Figure 1.3: Service complexity roadmap
- Figure 1.4: Global MVNO service segments - 3Q06
- Regional development
- Figure 1.5: Selected MVNO launches by region, 2000- 2006
- Figure 1.6: Global MVNOs* by region 2005 versus 2006
- Forecasts overview
- Figure 1.7: Main forecast analysis points
- Figure 1.8: Total MVNO subscribers - 2006-2011
- Discount versus premium development
- Figure 1.9: Discount vs premium MVNO market share - 2006-2011
- Figure 1.10: Discount vs premium MVNO year-on-year growth - 2007-2011
- FMC MVNO development
- Figure 1.11: Convergent versus other MVNO subscribers - 2006-2011
- Conclusion
CHAPTER 2
- MARKET OVERVIEW
- Defining the MVNO in a changing business environment
- Historical MVNO definitions
- Figure 2.1: Historical MVNO definition matrix
- This report's definition of an MVNO
- Figure 2.2: MVNO definition hierarchy
- MVNO service definition evolution
- Figure 2.3: MVNO service model development
- Tier 2: Partner independent service developments
- Tier 3: Partner dependent service developments
- Tier 4: Service provider developments
- Primary market drivers
- Drivers for MNOs to host MVNOs
- Factors that encourage MNOs to allow MVNO access to their networks
- New opportunities for MNOs
- Drivers for MVNOs
- Figure 2.4: Drivers for MVNO market entrance
- Prepaid
- Figure 2.5: Global prepaid versus postpaid demand, 2005-2011
- MVNO opportunities in emerging markets
- MVNO differentiation in emerging markets
- Technological issues
- Market approach in emerging markets
- Prepaid in emerging markets
- Challenges of emerging markets
CHAPTER 3
- EVOLVING TRENDS
- MVNO service evolution
- Figure 3.1: MVNO service evolution stages
- Stage one
- Prevalence of the discount approach
- Acquisition risk
- Service lifecycles
- Stage two
- Early VAS development
- Third party entrance
- Brand equity
- Acquisition risk
- Service lifecycles
- Stage three
- Advanced VAS development
- Market opportunity
- Established brand involvement
- Loss leader and bundled approaches
- Brand extension
- Wholesale access and alternate access
- Acquisition risk
- Service lifecycles and wholesale opportunity
- Current status of the MVNO market
- Figure 3.2: Selected MVNO launches by region, 2000-2006
- Figure 3.3: Global MVNOs* by region 2005 versus 2006
- MVNE development
- Figure 3.4: Selected MVNEs by region
- Major MVNE markets
- Regional overview
- Western Europe
- Figure 3.5: MVNO development - Western Europe
- Eastern Europe
- Figure 3.6: MVNO development - Eastern Europe
- North America
- Figure 3.7: MVNO development - North America
- Latin America
- Figure 3.8: MVNO development - Latin America
- Asia Pacific
- Figure 3.9: MVNO development - Asia Pacific
- Africa and the Middle East
- Figure 3.10: MVNO development - Africa and the Middle East
CHAPTER 4
- MVNO REGULATION
- Evolving regulatory challenges
- MVNO proximity to legislation
- 3G regulation
- Regulatory clashes
- Increased legislative complexity
- Figure 4.1: Evolving regulatory complexity
- Regional implementations
- Western Europe
- Eastern Europe
- Asia Pacific
- Australia
- India
- China and Hong Kong
- Japan
- North America
- Latin America
- Africa and Middle East
- Africa
- South Africa
- Middle East
- Israel
CHAPTER 5
- PARTNERSHIP MODELS
- Partner selection and best fit
- Selection criteria
- Partnerships' compatibility and appropriateness
- Assessment of gain versus loss
- MNO considerations
- Short term versus long term MVNO access
- Partnership risk reduction strategies
- Partnership relations
- Network element relationships
- Figure 5.1: MVNO to host network owner partnership models
- Partnership adaptations - wholesale only
- MVNE roles in network element relationships
- Operational relationships
- Mutualistic relationship
- Symbiotic relationship
- Parasitic relationship
- MVNE proliferation and the impact on the MVNO MNO relationship
- Legal and contractual issues
- Common models
- Contractual model
- Joint venture model
- Hybrid/MVNE model
- General aspects of the negotiation process
- Number/identifier allocation
- Service-level agreement
- Billing issues
- General support - hardware, software and logistical
- Brand
- OSS and BSS interface agreements
- Market segmentation and regulation
- Fraud
- Customer relationships and ownership
- Roaming
- Contract exit or migration
- Conclusion
CHAPTER 6
- CRITICAL SUCCESS FACTORS
- Market opportunity and entry considerations for MVNOs
- Market entry considerations
- Market dynamics
- Customer identification - market growth potential
- Figure 6.1: Basic factors influencing wireless adoption curve rates
- Quantifying market potential
- Market sustainability
- Business resource
- Matrix analysis
- Figure 6.2: Weighting factor matrix analysis - MVNO market potential
- Estimating MVNO potential
- Key success factors
- Identification of niche markets
- Niche markets and MNOs
- Consumer market intelligence
- Brand strength
- Brand equity
- Global brand influence
- Brand strength in emerging markets
- Brand extension
- Distribution channels
- Marketing and distribution - effectively accessing market segments
- Internet distribution
- Retail/POS
- Other distribution channels
- Operational success factors
- Customer payment methods - prepaid
- Solution complexity and cost
- Customer targeting
- Acquisition of customers
- Market potential
- Challenges of prepaid
- Prepaid and mobile transactions
- Billing and CRM
- MVNO billing system requirements
- Effective CRM
- Figure 6.3: Selected rules-based analysis used in customer lifetime
expectancy
- Cost control - airtime charges
- 'Retail minus' charging mechanism
- 'Cost plus' charging mechanism
- Other charging approaches
- Cost control issues
CHAPTER 7
- MVNO AND MNO MARKET APPROACH
- The MNO position
- Using an MVNO for acquisition, retention and revenue generation
- Advantages of outsourcing
- Outsourcing risks
- 3G and MVNO revenue generation
- 3G and customer acquisition
- 3G and customer retention/relationships
- Wholesale provision risks and opportunities
- Wholesale price negotiation - the MVNO paradox
- Wholesale versus retail
- The MVNO position
- MVNO strategies for acquisition, retention and revenue generation
- Acquisition
- Figure 7.1: Collaborative MVNO approach
- Retention
- Increasing ARPU
- Incremental and indirect revenue generation
- Supplementary revenue opportunities - advertising and sponsorship
- The MVNO as a loss leader
- MVNO approach and market leader theory
- Figure 7.2: Market leader discipline theory: strategic market approach
model
- MVNO market approaches
- Competing on value - discount MVNOs
- Competing on superior product or service
- Competing on brand
- Competing by market focus - niche market opportunities
- Customer market/community focus
- Product market focus
CHAPTER 8
- STRATEGIC OPPORTUNITIES BY BUSINESS SECTOR
- Fixed operators, ISPs and broadband providers
- Opportunities and strengths
- Challenges
- Business approach
- Brand advantages
- Business support considerations
- Mobile service and content providers
- Content service provider approaches
- Mobile/online games development and distribution companies
- Figure 8.1: Global mobile games revenue by region, 2006-2011
- Community opportunities
- Business approach
- Business support considerations
- Distribution
- The evolving reseller role
- Media-owning companies
- Market opportunity
- Market approach
- Market challenges
- Distribution
- Business support considerations
- Retailers
- Market opportunity
- Market challenges
- Distribution
- Content approach
- Customer data owning companies
- Banks
- Market opportunity
- Accessing the youth and student segments
- Stored value accounts (SVA)
- Figure 8.2: Prepaid ARPU and revenue forecasts
- Distribution
- Business support considerations
- Market challenges
- Utility companies
- Market opportunity
- Market approach and challenges
- Business support considerations
- Distribution
- Opportunities for vendors
- Hardware/infrastructure vendors
- Handset vendors
- Evolving service models for vendors
- MVNE business opportunity
- Cost comparisons
- MVNE involvement
- MNOs as MVNEs
- MVNE market challenges
CHAPTER 9
- SERVICE IMPLEMENTATIONS
- Status of MVNO service developments
- Approach
- Figure 9.1: Service complexity roadmap
- Global outlook .
- Figure 9.2: Global MVNO service segments - 3Q06
- Regional outlook .
- Figure 9.3: Regional analysis of MVNO, by service type
- Figure 9.4: MVNO service approach by region
- Market reporting distortion
- Major FMC markets
- Figure 9.5: US MVNO service approach
- Figure 9.6: Western European MVNO service approach
- Case studies
- BT Fusion
- Background
- Figure 9.7: BT wireless launches and market strategy
- Market focus
- Partner relationship
- Market challenges
- Handsets
- Pricing
- Figure 9.8: BT Fusion pricing packages - 4Q06
- Amp'd Mobile
- Background
- Market focus
- Market focus and strategy
- Handsets
- Service offering
- Network management
- Data service platform
- NRJ Mobile
- Background
- Market focus and strategy
- Market challenges
- Handsets
- Service offering
- Pricing
- Network management
- Jitterbug
- Background
- Market focus and strategy
- Market challenges
- Handsets
- Figure 9.9: Jitterbug handset models
- Service offering
- Pricing
CHAPTER 10
- REGIONAL DEVELOPMENTS
- The forecast challenge
- Market analysis
- Asia Pacific
- Regional overview
- Westernised markets
- Asia-centric Japan and South Korea
- Developing markets
- Figure 10.1: Asia Pacific - selected MVNOs, MVNEs and service
providers
- Australian MVNO market
- Figure 10.2: Australian MVNO subscriber numbers, 2Q05-3Q06
- Hong Kong MVNO market
- Figure 10.3: Hong Kong MVNO subscriber numbers, 2Q05-3Q06
- Philippines MVNO market
- Figure 10.4: Philippines MVNO subscriber numbers, 2Q05-3Q06
- North America
- Regional overview
- Success in undersubscribed markets
- Failure in high value niches
- Challenges of mobile convergence in North America
- Figure 10.5: North America - selected MVNOs, MVNEs and service
providers
- US MVNO market
- Figure 10.6: US MVNO subscriber numbers, 2Q05-3Q06
- Latin America
- Regional overview
- Market opportunity versus market reality
- Existing MVNO player strategies
- Latin American MVNOs outside the region
- Figure 10.7: Cotas - the Latin American MVNO
- Bolivian MVNO market
- Figure 10.8: Bolivian MVNO subscriber numbers, 2Q05-3Q06
- Western Europe
- Regional overview
- Discount voice and its future
- FMC and MVNOs in Europe
- Figure 10.9: Western Europe - selected MVNOs, MVNEs and service
providers
- Austrian MVNO market
- Figure 10.10: Austrian MVNO subscriber numbers, 2Q05-3Q06
- Danish MVNO market
- Figure 10.11: Danish MVNO subscriber numbers, 2Q05-3Q06
- Finnish MVNO market
- Figure 10.12: Finnish MVNO subscriber numbers, 2Q05-3Q06
- French MVNO market
- Figure 10.13: French MVNO subscriber numbers, 2Q05-3Q06
- German MVNO market
- Figure 10.14: German MVNO subscriber numbers, 2Q05-3Q06
- Netherlands MVNO market
- Figure 10.15: Dutch MVNO subscriber numbers, 2Q05-3Q06
- Norwegian MVNO market
- Figure 10.16: Norwegian MVNO subscriber numbers, 2Q05-3Q06
- Swedish MVNO market
- Figure 10.17: Swedish MVNO subscriber numbers, 2Q05-3Q06
- Swiss MVNO market
- Figure 10.18: Swiss MVNO subscriber numbers, 2Q05-3Q06
- UK MVNO market
- Figure 10.19: UK MVNO subscriber numbers, 2Q05-3Q06
- Eastern Europe
- Regional overview
- MVNOs used to drive MNO market share
- Consolidation and acquisition
- Convergence on the horizon
- Figure 10.20: Eastern Europe - selected MVNOs, MVNEs and service
providers
- Estonian MVNO market
- Figure 10.21: Estonian MVNO subscriber numbers, 2Q05-3Q06
- Latvian MVNO market
- Figure 10.22: Latvian MVNO subscriber numbers, 2Q05-3Q06
- Russian MVNO market
- Figure 10.23: Russian MVNO subscriber numbers, 2Q05-3Q06
- Slovenian MVNO market
- Figure 10.24: Slovenian MVNO subscriber numbers, 2Q05-3Q06
- Ukrainian MVNO market
- Figure 10.25: Ukrainian MVNO subscriber numbers, 2Q05-3Q06
- Africa and the Middle East
- Regional overview
CHAPTER 11
- FORECASTS
- Methodology
- Overview
- Detailed approach
- Figure 11.1: Main forecast analysis points
- Use of weighted matrix analysis
- FMC MVNO methodology
- General assumptions
- Forecasts
- Global overview
- Figure 11.2: Total MVNO subscribers - 2006-2011
- Global discount and premium MVNO subscriber development
- Figure 11.3: Discount vs premium MVNO market share - 2006-2011
- Figure 11.4: Discount vs premium MVNO year-on-year growth - 2007-2011
- Global FMC MVNO subscriber development
- Figure 11.5: Convergent versus other MVNO subscribers - 2006-2011
- Figure 11.6: Enterprise and residential FMC MVNO subscribers -
2006-2011
- Regional analysis
- Figure 11.7: Global MVNO subscribers by region - 2006-2011
- Figure 11.8: Regional MVNO market share - 2006-2011
- Regional discount and premium MVNO subscriber development
- Figure 11.9: Regional discount and premium share - 2006-2011
- Figure 11.10: Premium and discount subscriber share - 2006 and 2011
- Regional FMC MVNO subscriber development
- Figure 11.11: Regional FMC MVNO subscribers - 2006-2011
- Figure 11.12: Regional FMC consumer and enterprise - 2006-2011
- Country analysis
- Western Europe
- Figure 11.13: Western European MVNO subscribers - 2006-2011
- Figure 11.14: Western European discount MVNO subscribers by country -
2006-2011
- Figure 11.15: Western European premium MVNO subscribers by country -
2006-2011
- Figure 11.16: Western European FMC residential MVNO subscribers by
country - 2006-2011
- Figure 11.17: Western European FMC enterprise MVNO subscribers by
country - 2006-2011
- Eastern Europe
- Figure 11.18: Eastern European MVNO subscribers - 2006-2011
- Figure 11.19: Eastern European discount MVNO subscribers by country -
2006-2011
- Figure 11.20: Eastern European premium MVNO subscribers by country -
2006-2011
- Figure 11.21: Eastern European FMC residential MVNO subscribers by
country - 2006-2011
- Figure 11.22: Eastern European FMC enterprise MVNO subscribers by
country - 2006-2011
- North America
- Figure 11.23: North American MVNO subscribers - 2006-2011
- Figure 11.24: North American discount MVNO subscribers by country -
2006-2011
- Figure 11.25: North American premium MVNO subscribers by country -
2006-2011
- Figure 11.26: North American FMC residential MVNO subscribers by country
- 2006-2011
- Figure 11.27: North American FMC enterprise MVNO subscribers by country
- 2006-2011
- Latin America
- Figure 11.28: Latin American MVNO subscribers - 2006-2011
- Figure 11.29: Latin American discount MVNO subscribers by country -
2006-2011
- Figure 11.30: Latin American premium MVNO subscribers by country -
2006-2011
- Figure 11.31: Latin American FMC residential MVNO subscribers by country
- 2006-2011
- Figure 11.32: Latin American FMC enterprise MVNO subscribers by country
- 2006-2011
- Asia Pacific
- Figure 11.33: Asia Pacific MVNO subscribers - 2006-2011
- Figure 11.34: Asia Pacific discount MVNO subscribers by country -
2006-2011
- Figure 11.35: Asia Pacific premium MVNO subscribers by country -
2006-2011
- Figure 11.36: Asia Pacific FMC residential MVNO subscribers by country -
2006-2011
- Figure 11.37: Asia Pacific FMC enterprise MVNO subscribers by country -
2006-2011
- Middle East and Africa
- Figure 11.38: Middle East and Africa MVNO subscribers - 2006-2011
- Figure 11.39: Middle East and African discount MVNO subscribers by
country - 2006-2011
- Figure 11.40: Middle East and African premium MVNO subscribers by
country - 2006-2011
- Figure 11.41: Middle East and African FMC residential MVNO subscribers
by country - 2006-2011
- Figure 11.42: Middle East and African FMC enterprise MVNO subscribers by
country - 2006-2011
- Glossary
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