世界各国のリアルタイムなデータ・インテリジェンスで皆様をお手伝い

北米の通信市場:動向と予測 2019-2024年

The North America telecoms market: trends and forecasts 2019–2024

 

出版社 出版年月電子版価格 ページ数
Analysys Mason
アナリシスメイソン
2020年3月US$7,999
ベーシックライセンス
25

PPTX and PDF ; Excel

サマリー

Growth from mobile data services revenue will be the main driver of telecoms revenue growth between 2019 and 2024. In this report, we summarise the main telecoms trends in North America and analyse how several factors will affect the various segments of the telecoms market.



目次

7.Executive summary and recommendations
Revenue from data in both the mobile and the fixed segments will be the main driver of telecoms revenue growth
The telecoms market in North America is mostly mature and revenue will grow at a slower pace than the rest of the economy
Geographical coverage: 4G and 5G will be the only mobile technologies in use in 2024 because operators will shut down their 2G and 3G networks
Key trends, drivers and assumptions for the mobile and fixed markets
Regional forecasts and cross-country comparison
Market context: the economies in Canada and the USA are expected to grow at a slow but steady rate in the next 3 years
Key mergers, acquisitions and market entries
Key drivers at a glance for each North America market
Market overview: the total telecoms revenue is expected to grow slowly, driven by growth in revenue from data in both the fixed and mobile segments
Mobile: 5G take-up will increase at a significantly faster rate once more 5G-compatible handsets become available
Mobile: penetration growth will be the main driver of revenue growth in the mobile segment in North America
Mobile: the lack of competition in the mobile segment will lead to slow but stable growth in mobile revenue during the forecast period
Fixed: the cable share of broadband connections will fall as the fibre and 5G FWA shares increase, but cable will remain the most-popular fixed broadband technology
Fixed: fixed broadband penetration will grow during the forecast period, mainly due to improved fixed coverage
22.Fixed: the total fixed revenue will grow thanks to increases in both fixed broadband penetration and fixed broadband ASPU
Specialist business services: business revenue growth will be driven by revenue from non-operators that provide other business services
IoT: the total IoT value chain revenue will grow considerably over the forecast period, but connectivity revenue will only account for a small proportion of it
Pay TV: cord-cutting will continue in North America, and traditional pay-TV service revenue will decline
Individual country forecasts
Canada: the total service revenue will continue to grow steadily due to a lack of competition in the fixed broadband market
Canada: the number of fixed broadband connections will continue to rise as operators expand their networks to rural areas
Canada: the lack of challengers to the established operators will keep fixed broadband ASPU high, but mobile ARPU growth will be limited
Canada: forecast changes
USA: the mobile sector will be the largest contributor to revenue growth thanks to an increase in mobile penetration during the forecast period
USA: we expect that fixed broadband ASPU will grow during the forecast period, mostly because of the low level of local competition in the market
USA: the potential merger between T-Mobile and Sprint is creating a lot of uncertainty in the market and may lead to a decline in competition
USA: forecast changes
Methodology
Our forecast model is supported by sound market knowledge
37.Examples of forecast input drivers
Key drivers at a glance table: methodology [1]
Key drivers at a glance table: methodology [2]
About the authors and Analysys Mason
About the authors
Analysys Mason’s consulting and research are uniquely positioned
Research from Analysys Mason
Consulting from Analysys Mason
 
List of figures:

Figure 1: Telecoms and pay-TV retail revenue by type and total service revenue, North America, 2014–2024
Figure 2: Growth in telecoms retail revenue and nominal GDP by country, North America, 2018–2024
Figure 3: 4G/5G share of mobile connections and NGA share of fixed broadband connections by country, North America, 2018 and 20241
Figure 4: Summary of key trends, drivers and assumptions for North America
Figure 5: Metrics for the two countries modelled individually in North America, 2018
Figure 6: Recent and upcoming market structure changes in North America
Figure 7: Major forecast drivers: current situation (2018) and future trajectory (2019–2024), by country, North America
Figure 8: Total fixed and mobile telecoms service revenue, North America (USD billion), 2014–2024
Figure 9: Mobile connections by type, North America (million), 2014–2024
Figure 10: Telecoms retail revenue and growth rate by service type, North America, 2014–2024
Figure 11: Fixed connections by type, North America (million), 2014–2024
Figure 12: Mobile connections by generation, North America (million), 2014–2024
Figure 13: Mobile ARPU by type, North America (USD per month), 2014–2024
Figure 14: Contract share of mobile connections (excluding IoT), North America, 2014–20241
Figure 15: Mobile data traffic per connection, North America (GB per month), 2014–2024
Figure 16: Mobile penetration by country, North America, 2014–2024

Figure 17: Mobile ARPU by country, North America, 2014–2024
Figure 18: Broadband connections by technology, North America (million), 2014–2024
Figure 19: Fixed retail revenue by service, North America (USD billion), 2014–2024
Figure 20: NGA broadband household penetration and NGA share of broadband connections, North America, 2014–2024
Figure 21: Fixed internet traffic per broadband connection, North America (GB per month), 2014–2024
Figure 22: Fixed broadband household penetration by country, North America, 2014–2024
Figure 23: Fixed broadband access ASPU by country, North America, 2014–2024
Figure 24: Total market revenue from specialist business services, North America, 2014–2024
Figure 25: Total IoT value chain revenue by sector, North America, 2014–2024
Figure 26: Retail revenue from pay TV, North America, 2014–2024
Figure 27: Total fixed and mobile telecoms service revenue, Canada (CAD billion), 2014–2024
Figure 28: Mobile connections by type, Canada (million), 2014–2024
Figure 29: Telecoms retail revenue and growth rate by service type, Canada, 2014–2024
Figure 30: Fixed connections by type, Canada (million), 2014–2024
Figure 31: 4G, 5G and contract share of mobile connections, Canada, 2014–2024

Figure 32: Mobile ARPU; fixed voice, broadband and pay-TV ASPU, Canada (CAD per month), 2014–2024
Figure 33: Mobile data traffic per connection, Canada (GB per month), 2014–2024
Figure 34: Broadband connections by technology, Canada (million), 2014–2024
Figure 35: Total telecoms service revenue – current and previous forecasts, Canada, 2014–2024
Figure 36: Total fixed and mobile telecoms service revenue, USA (USD billion), 2014–2024
Figure 37: Mobile connections by type, USA (million), 2014–2024
Figure 38: Telecoms retail revenue and growth rate by service type, USA, 2014–2024
Figure 39: Fixed connections by type, USA (million), 2014–2024
Figure 40: 4G, 5G and contract share of mobile connections, USA, 2014–2024
Figure 41: Mobile ARPU; fixed voice, broadband and pay-TV ASPU, USA (USD per month), 2014–2024
Figure 42: Mobile data traffic per connection, USA (GB per month), 2014–2024
Figure 43: Broadband connections by technology, USA (million), 2014–2024
Figure 44: Total telecoms service revenue – current and previous forecasts, USA, 2014–2024

Figure 45a: Methodology for attributing scores to each element in the key drivers table (current and future) and impact of high scores

Figure 45b: Methodology for attributing scores to each element in the key drivers table (current and future) and impact of high scores

 

 

 

ページTOPに戻る

あなたが最近チェックしたレポート一覧

  • 最近チェックしたレポートはありません。

お問合は、お電話またはWEBから承ります。お見積もりの作成もお気軽にご相談ください。

webからのお問合せはこちらのフォームから承ります

このレポートへのお問合せ

03-3582-2531

電話お問合せもお気軽に

<無料>メルマガに登録する

 

 

ページTOPに戻る