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5Gの収益化:ギガビットLTEと5Gが高収益をもたらすか?

5G Monetisation

Will Gigabit LTE and 5G bring higher revenues?

 

出版社 出版年月電子版価格
IDATE
イダテ社
2017年9月Eur3,000
1-5ユーザライセンス (doc+ppt)

サマリー

フランスの調査会社イダテ社(IDATE)の調査レポート「5Gの収益化:ギガビットLTEと5Gが高収益をもたらすか?」は、4Gと5Gの収益化について調査し、産業全体にとっての大きな課題であることを鑑みて、まず4Gが現在モバイル事業者(MNO)によってどのように収益をあげているかを分析している。その上で、5Gの収益化への道のりを明らかにし、4Gの陥りやすい陥穽などについて述べている。5Gによって生じる新しいビジネスモデルやバリューチェーンについても概観している。さらに5Gの収益化についての3つのシナリオを分析している。

Summary

This study on the monetisation of 4G and 5G first examines how 4G is currently monetised by MNOs given that this is a key challenge for the industry as a whole.

It then explores in depth the paths to monetising 5G and how to avoid the traps and pitfalls encountered with 4G.

The study gives views on the new business models and value chains that are likely to be created by 5G.

Finally, it analyses three scenarios for 5G monetisation.

Geographic area & Players

  • Asia-Pacific
  • Europe
  • Latin America
  • Middle East & Africa
  • North America
  • World

Actors

  • AT&T
  • BT
  • China Mobile
  • Deutsche Telekom
  • Ericsson
  • Etisalat
  • Huawei
  • KT
  • Mobil1
  • Nokia
  • NTT DOCOMO
  • Orange
  • Proximus
  • Qualcomm
  • Samsung
  • SK Telecom
  • StarHub
  • Telecom Italia
  • TeliaSonera
  • Telstra
  • Verizon

Slideshow

4G/LTE monetisation

  • – Segmentation criteria have changed
  • – Volume-tiered pricing still the mainstream
  • – Unlimited offerings are still a hot topic
  • – Bitrate segmentation still emerging
  • – Content discrimination as a new criterion

5G specificities, trials and opportunities

How could 5G could help to remove LTE models?

  • – The virtuous circle of higher investment for better QoS and EBITDA margins
  • – Performance objectives for 5G and associated use cases
  • – Key 5G technological components
  • – Benefits of network slicing and virtualisation
  • – 5G opportunities
  • – Status of 5G trials worldwide, to date

From the MNOs’ perspective

Scenarios for prosperity through 5G monetisation

– Three scenarios for 5G monetisation, from MNO perspective

Market forecasts

  • – LTE market forecasts: 4.7 billion LTE subs at YE 2020 / >730 billion EUR
  • – 5G forecasts: 1.7 billion subs at YE 2025 / >200 billion EUR


Other details

Reference: M17430MRA
Delivery: on the DigiWorld Interactive platform
Languages available: English
Tags: 4G monetisation, 5G monetisation, data allowance, Gigabit LTE, LTE monetisation, LTE revenues, MNOs, SIM LTE



目次

1. Executive Summary

 1.1. LTE monetisation

 1.1.1. How is LTE currently monetised?

 1.1.2. LTE is still difficult to monetise

 1.2. How could 5G get rid of LTE models?

 1.2.1. Specific technological components to enable 5G

 1.2.2. 5G new opportunities

 1.2.3. Three scenarios for 5G monetisation

 1.3. Market forecasts

 

2. Methodology and definitions

 2.1. General methodology of IDATE DigiWorld’s reports

 2.2. Market assessment and forecasts

 

3. LTE monetisation

 3.1. How is LTE currently monetised?

 3.1.1. Volume-based billing

 3.1.2. Speed-based pricing

 3.1.3. Vertically integrated companies’ content strategies: HD video a new criterion

 3.2. LTE is still difficult to monetise in Europe

3.2. LTE is still difficult to monetise in Europe

 3.3. Has LTE investment been profitable?

 

4. Will 5G kill LTE business models?

 4.1. 5G has more specificities than former mobile technologies

 4.1.1. Key challenges and design principles

 4.1.2. Key technological components to meet key challenges

 4.1.3. MNOs’ benefits from network slicing and virtualisation

 4.2. A host of 5G technical trials are validating 5G capabilities

 4.3. 5G brings in new opportunities

 4.3.1. 5G is expected to enhance current use cases and expand to new ones

 4.3.2. 5G will integrate many technologies — cellular, wireless, LPWAN IoT and more. Usage will be truly gigantic, necessitating new ideas

 4.3.3. 5G eases arrival of new players on network portions or advent of new arrangements

 4.4. Three scenarios for 5G monetisation

 4.4.1. Factors affecting scenarios

 4.4.2. Scenario 1: eMBB, immersive and interactive Virtual Reality /Augmented Reality (VR/AR)

 4.4.3. Scenario 2: Ultra-reliable MTC/Ultra-Reliable Low-Latency Communications (uMTC/uRLLC)

4.4.4. Scenario 3: Massive IoT and verticals

 4.4.5. Wrap-up

 

5. Market forecasts

 5.1. LTE market forecasts

 5.1.1. SIM LTE estimates and forecasts

 5.1.2. LTE revenues estimates and forecasts

 5.2. 5G market forecasts

 

6. Annex: operator benchmark

 

7. Glossary

 

 

List of tables and figures

 

Tables

 Table 1: Overview of key features for the three scenarios

 Table 2: Pricing parameters for mobile plans

 Table 3: Operator data allowances

 Table 4: Unlimited plans in Europe

 Table 5: The Swisscom Natel Infinity product line

 Table 6: Vodafone’s DE plans

 Table 7: SFR product line

 Table 8: Mobile operator value-added content services

 Table 9: Movistar: Mobistar quadruple play bundles

 Table 10: 5th percentile user spectral efficiency, as defined by ITU-WP5D

 Table 11: Emerging video formats

 Table 12: Features of 5G to the home

 Table 13: Wireless surgery and wireless robots key features

 Table 14: Massive IoT and verticals key features

 Table 15: Key features overview for the three scenarios

Table 16: Post-paid mobile data plans associated with a smartphone

 

Figures

 Figure 1: How mobile traffic is evolving

 Figure 2: Mobile ARPU decline in selected West European countries

 Figure 3: EBITDA margins declining trend in Western Europe

 Figure 4: Capex-to-sales ratio analysis in selected Western European countries

 Figure 5: Relationships between QoS/QoE and EBITDA margins in selected Western European MNOs

 Figure 6: Performance objectives for 5G and associated use cases

 Figure 7: HetNet

 Figure 8: Optimal role sharing among cloud, Mobile Edge Computing and Device to Device

 Figure 9: 5G: From Vision to Standard Innovation

 Figure 10: Network slicing opportunities

 Figure 11: Traditional mobile value chain

 Figure 12: The disrupted value chain of wireless telecommunications industry, as seen by the 5G PPP METIS-II project

 Figure 13: ‘Small cell as a Service’ value chain

 Figure 14: Private Virtual Network Operator (PVNO) model

 Figure 15: ‘Tower overlay over 5G’ value chain

 Figure 16: Sport event integrating virtual reality

 Figure 17: In-vehicle infotainment

Figure 18: 5G to the home

 Figure 19: Wireless surgery and wireless robots

 Figure 20: LTE subscription estimates and forecasts, 2012-2020

 Figure 21: LTE revenues estimates and forecasts, 2015-2020

 Figure 22: 5G subscriptions

 Figure 23: 5G revenues

 

 

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