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【分析レポート:技術】通信会社の革新ベンチマーク:今後の収益を争うレースの勝者と敗者

Telco Innovation Benchmark: Winners and Losers in the Race to Future Revenues

Technology Analysis Report

 

出版社 出版年月価格 ページ数図表数
ABI Research
ABIリサーチ
2018年2月お問い合わせください 34 24

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サマリー

モバイル事業者は技術と事業の転換を迎えており、かつての接続資産を企業垂直サービスへと成長させようと試みている。垂直的な企業に関するビジネスチャンスの議論や業界のアライアンスが2018年を通して活発に行われているにもかかわらず、通信事業者は戦略の要として革新に対応するところまで至っていない。

米国調査会社ABIリサーチは、通信会社のイノベーションに関するベンチマークを試み、通信事業者が真に革新的であるか、あるいはサプライヤやウェブスケールのパイオニアに比べて自己満足に留まろうとしているかを理解しようとしている。ABIリサーチは20社のモバイルサービスプロバイダを選択し、以下のような基準でランク付けしている。

  1. 特許ポートフォリオと効率性:全体的な特許出願、特許公開、特許の何%が付与されているか
  2. 標準の貢献:承認された変更要求と報告者の観点からの3GPPの関与
  3. 買収と投資:接続性と非接続性企業向け
  4. 研究開発費:通信事業者が社内の研究開発にどれだけ費やしているか
  5. オープンソース:OpenStackプロジェクトへの寄与

Mobile service providers are experiencing a technology and business transformation, attempting to grow past their connectivity legacy into enterprise vertical services. Although discussions around the enterprise vertical opportunity and industry alliances are in full swing during 2018, telcos have yet to truly address innovation as a key component of their strategy.

ABI Research has attempted to benchmark telco innovation and understand whether telcos are indeed innovating or becoming complacent compared with their suppliers and Webscale  pioneers. ABI Research has selected top-20 mobile service providers and used the following criteria to rank them:

  1. Patent portfolios and efficiency: overall patent applications, publications and what percentage of patents are granted
  2. Standards contributions: 3GPP involvement in terms of approved Change Requests and rapporteurs
  3. Acquisitions and investments: for connectivity and non-connectivity companies
  4. R&D spend: how much telcos spend on internal R&D
  5. Open source: contributions to the OpenStack project

The Telco Innovation Benchmark outlined top telcos that ranked highest among these areas and outlined which world regions are leading in terms of overall innovation.

 

ABIリサーチの調査レポートの詳細については、サンプルをご請求ください。

(株式会社データリソース 03-3582-2531、office@dri.co.jp)

 



目次

  • 1. EXECUTIVE SUMMARY
    • 1.1. Recommendations
  • 2. BACKGROUND AND MARKET DRIVERS
    • 2.1. Market Conditions
    • 2.2. UnTelco Framework
    • 2.3. The Need for Telco Innovation
  • 3. TELCO ANALYSIS AND BENCHMARK
  • 4. TELCO IP PORTFOLIO AND PATENT TRENDS
    • 4.1. Methodology
    • 4.2. Patent Publications
    • 4.3. Patent Efficiency
    • 4.4. Telco and UnTelco-Related Patents
  • 5. R&D, INVESTMENTS, AND ACQUISITIONS
    • 5.1. In-House Research and Development
    • 5.2. Acquisitions and Investments
  • 6. CONTRIBUTIONS TO STANDARDS AND OPEN SOURCE
    • 6.1. 3GPP Contributions
    • 6.2. Open Source Involvement
  • 7. CONCLUSIONS AND RECOMMENDATIONS
    • 7.1. Aggregated Results
    • 7.2. The Clear Leaders
    • 7.3. Telcos Innovation Depends on Vendors
    • 7.4. Caveats and Future Work

Companies Mentioned

  • NTT
  • NTT DOCOMO, Inc
  • China Mobile
  • Vodafone Group
  • Verizon
  • Telefonica
  • SK Telecom
  • SK corp
  • Telstra Corp Ltd
  • Telecom Italia
  • Deutsche Telekom
  • BT Group
  • KDDI
  • LG
  • China Unicom Ltd.
  • United Technologies Corporation
  • China Telecom Corp Ltd
  • Open Technologies
  • Google
  • KT Corporation
  • Nokia
  • Amazon
  • Samsung
  • ETSI

 

 

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プレスリリース

[プレスリリース原文]

China Mobile Leads in Telco Innovation for 5G While European Telcos Merely Spectate

Unexpected Movers (And Losers) Identified in New Telco Innovation Benchmarking Study

Oyster Bay, New York - 22 Feb 2018

In its latest groundbreaking benchmarking study to identify the movers and losers in telco innovation, ABI Research has concluded that Asian telcos are leaders in innovation, followed by U.S. Tier Ones: AT&T and Verizon. European telcos are perceived as laggards in the innovation game, with DT, Orange, Telefonica and Vodafone distant followers of China Mobile, NTT Docomo, Softbank and KDDI which are even ramping up their efforts to foster innovation. ABI Research, a market-foresight advisory firm providing strategic guidance on the most compelling transformative technologies, has assessed patent portfolios, standards contributions, open source involvement, acquisitions, investments and R&D spend to accurately benchmark innovation efforts for a list of top-20 operators worldwide.

“Although many telcos complain that they find it difficult to foster innovation internally, our Telco Innovation Benchmark Study indicates that they are actually spending a minimum effort compared to vendors and web-scale companies,” said Dimitris Mavrakis, Research Director at ABI Research. “At the same time, Asian telcos – namely NTT Docomo and China Mobile – have the highest scores across the board, indicating they are investing for the long-term and understand that 5G will require expertise outside their traditional connectivity domain.”

An even more important aspect of the two leading Asian telcos is that they are ramping up their efforts to develop, acquire and invest in UnTelco areas. ABI Research refers to UnTelco as business opportunities beyond connectivity, where telcos aim to address enterprise verticals and become much more than simple connectivity providers.  For example, 20% of NTT Docomo’s recent patent holdings are in the non-connectivity domain, and China Mobile is ramping up its efforts to acquire UnTelco patents: more than 35% of its recent patent acquisitions are in the non-connectivity domain. European telcos meander around the 10% mark.

“UnTelco expertise will become vital as 5G is deployed, and failure to become an innovation leader is equal to becoming, at best, a spectator of Asian and U.S. leaders and, at worst, prey to disruptors among web-scale companies and technology suppliers,”  Mavrakis explains. “European telcos should invest more efforts to build up expertise internally and become innovation hubs, rather than living under the shadow of their technology partners’ wings. UnTelco business models must be bulletproofed today, long before 5G is ubiquitous, and this will give a massive competitive boost to telcos who choose to act fast.”

These findings are from ABI Research’s Telco Innovation Benchmark: Winners and Losers in the Race to Future Revenues report. This report is part of the company’s Telco Cloud and Digital Transformation research service, which includes research, data, and analyst insights.

 

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