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Mobile & Tablet Voice & Video Calling

Mobile & Tablet Voice & Video Calling

Strategic Opportunities & Business Models 2012-2017

Publisher: Juniper Research
Date Published: 12/12/2012
Category: Mobile Markets & Strategies
Coverage: Global ~ 8 Key Regions
 

Overview

Strategic OTT options assessed

MNO and Third Party opportunity analysis

37 Pages of Extensive Forecasts

The Leading Industry Reference Guide

Juniper delivers benchmark forecasts on the mobile VoIP and video calling sectors. These revised and expanded 5-year forecasts span 37 pages and project key metrics split by 8 key regions such as:

Circuit Switched Traffic Volumes and Revenues

Third-Party and MNO 3G Handset mVoIP Users and Revenues

Third-Party and MNO 4G Handset mVoIP Users and Revenues

Tablet mVoIP Users and Revenues 

Mobile Video Calling Users and Revenues

Country level data is available for mVoIP handset forecasts (US, Canada, UK and Japan ) and RCS/RCS-e forecasts (Brazil, France, Germany, Italy, Spain, Russia, China, South Korea and India) in the attendant Interactive Forecast Excel available to purchase with the report or separately.

The Future Direction of Mobile VoIP

With traditional core revenues from circuit switched voice under pressure, network operators are exploring new strategies to remain competitive in an IP-based environment. The report examines the emergence of third-party OTT voice and video calling players, and considers both the range of responses open to MNOs and the shifting role of voice within an MNO’s portfolio.

Challenges Across the Value Chain

As the market evolves, both MNOs and third-party service providers are encountering new challenges as they seek to increase (or maintain) market share and revenues. This report provides an in-depth assessment of the hurdles that players must overcome and the longer term prospects for integrated voice services.

Table of Contents

Executive Summary
1. Mobile VoIP: Towards the Mainstream, Current Landscape, Future Directions

1.1 Introduction
1.1.1 Scope of this Report
1.2 Definitions and Current Status
1.2.1 Voice Delivery Methods
1.2.2 VoIP within the Communications Network
1.3 mVoIP Delivery
1.4 VoIP: Challenge or Solution for the Mobile Industry?
1.4.1 MNO Challenge: Flatlining Revenues, Rising Capex, Rising Opex
Figure 1.1: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and  Operator-Billed Service Revenues 2010 - 2016
Table 1.1: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and  Operator-Billed Service Revenues 2010 - 2016
Figure 1.2: The “Nightmare” Scenario:  Global MNO Service Revenues vs. Capex/Opex ($bn) 2010 - 2016
Table 1.2: The “Nightmare” Scenario:  Global MNO Service Revenues vs. Capex/Opex ($bn) 2010 - 2016
1.4.2 The Backdrop to Voice Services
Figure 1.3: Base Line Analysis for OTT mVoIP Traffic, Circuit Switched Traffic  and Associated Service Revenues 2011-2017
Table 1.3: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and  Operator-Billed Service Revenues 2011-2017
1.4.4 The Rise in Data Traffic
1.4.5 The Development of Mobile VoIP
Figure 1.4: Options from Voice Carriage
1.5 Trends, Drivers and Constraints
1.5.1 Overview
Figure 1.5: mVoIP Market Trends, Drivers & Constraints
1.5.2 Trends
Figure 1.6: Termination Rate Reductions in the UK Market
Figure 1.7: AT&T Pricing Plans
1.5.2 Drivers
Table 1.4: IP Messaging Players with mVoIP Ambitions
1.5.3 Constraints
Table 1.5 MNO OTT Initiatives
1.6 Challenges By Market Position
1.6.1 Challenges: Mobile VoIP for Incumbents
1.6.2 Challenges: Mobile VoIP for the New Entrant
1.7 Conclusion

2. Players and Business Models

2.1 Introduction
2.1.1 Mobile OTT Strategies
2.1.2 The OTT (Over the top) model
Figure 2.1 Diagrammatic Representation of OTT VoIP
2.2 MNO Strategic Options
Figure 2.2 MNO Strategic Options
2.2.1 Option 1
2.2.2 Option 2
2.2.3 Option 3:
2.2.4: Option 4
2.2.5 Option 5
i. Joyn Services
ii. The RCS-e Business Model?
iii. RCS and RCS-e Forecasts
Figure 2.3: RCS/RCS-e Capable Smartphone Installed Base (m) Split by Eight Key Regions 2012-2017
Table 2.1: RCS/RCS-e Capable Smartphone Installed Base (m)  Split by Eight Key Regions, 2012-2017
Table 2.2: Adoption (%) of RCS/RCS-e Chat Services Split by Eight Key Regions, 2012-2017
Figure 2.4: Number of RCS/RCS-e Smartphones (m) Using RCS/RCS-e Chat Services,  Split by Eight Key Regions, 2012-2017
Table 2.3: Number of RCS/RCS-e Capable Smartphones (m) Using RCS/RCS-e  Chat Services, Split by Eight Key Regions, 2012-2017
a. RCSe Revenues
2.3 Third Party OTT Players and Strategies
2.4 Advanced VoIP-Based Business Models
2.4.1 Long Term Outlook: Integrated Voice
i. Case Study: Truphone
Figure 2.5: Architecture Supporting Truphone Calling Model
2.4.2 Conclusion

3. Mobile VoIP Forecasts

3.1 Introduction
3.2 The Market for Circuit Switched Voice Services
3.2.1 Methodology
Figure 3.1: Circuit Switched Voice Traffic Forecast Methodology
Figure 3.2 Average Circuit Switched Minutes of Use per User per Month (m)  Split by 8 Key Regions 2012-2017
Table 3.1 Average Circuit Switched Minutes of Use per User per Month Split by 8 Key Regions 2012-2017
Figure 3.3: Total Annual Circuit Switched Voice Minute Usage (m)  Split by 8 Key Regions 2012-2017
Table 3.2: Total Annual Circuit Switched Voice Minute Usage (m)  Split by 8 Key Regions 2012-2017
Figure 3.4: Circuit Switched Traffic Revenues ($m) Split by Eight Key Regions, 2012-2017
Table 3.3: Circuit Switched Traffic Revenues ($m) Split by Eight Key Regions, 2012-2017
3.3 Mobile VoIP Forecasts: Methodology and Assumptions
3.3.1 3G Methodology
Figure 3.5: 3G Mobile VoIP Methodology
3.4 3G VoIP Forecasts
3.4.1 The Addressable Market
Figure 3.6: 3G mVoIP-Capable Handsets (m) Split by 8 Key Regions 2012-2017
Table 3.4.: 3G mVoIP-Capable Handsets (m) Split by 8 Key Regions 2012-2017
3.4.2 3G mVoIP Users
Figure 3.7 : Registered Users of OTT mVoIP (m) Split by 8 Key Regions 2012-2017
Table 3.5  : Number of 3G mVoIP Users (m) Split by 8 Key Regions 2012-2017
Figure 3.8 : OTT Market Subscriber Base by Subscriber Type (m), 2012-2017
Table 3.6 OTT Market Subscriber Base by Subscriber Type (m), 2012-2017
3.4.4 3G Third Party OTT Providers Forecasts
Table 3.7: Proportion (%) using mVoIP Via Third Party OTT Providers  Split by 8 Key Regions 2012-2017
3.4.5  3G Third-Party OTT  mVoIP Users
Figure 3.9: Number of mVoIP Users Registered to Third Party OTT Providers (m)  Split by 8 Key Regions 2012-2017
Table 3.8: Number of mVoIP Users Registered to Third Party OTT Providers (m)  Split by 8 Key Regions 2012-2017
Table 3.9: Proportion of Third Party OTT Providers’ Customers (%)  Using a Paid Service (m) Split by 8 Key Regions 2012-2017
Figure 3.10: Number of 3G mVoIP Third Party OTT Subscribers Using a Paid Service (m)  Split by 8 Key Regions 2012-2017
Table 3.10: Number of 3G mVoIP Third Party OTT Subscribers Using a Paid Service (m)  Split by 8 Key Regions 2012-2017
3.4.6   3G MNO mVoIP
Figure 3.11: Number of 3G MNO VoIP Users (m) Split by 8 Key Regions 2012-2017
Table 3.11: Number of 3G MNO VoIP Users (m) Split by 8 Key Regions 2012-2017
3.5 The 3G mVoIP Revenue Opportunity
3.5.1 mVoIP Revenues Third Party 3G OTT Players
Table 3.12:  Average Revenue Per User, paying Subscribers, Third party 3G mVoIP Subscribers (m) Split by 8 Key Regions 2012-2017
Figure 3.12:  Revenues from OTT mVoIP, Third party 3G mVoIP Subscribers (m)  Split by 8 Key Regions 2012-2017
Table 3.13: Revenues from OTT mVoIP, Third party 3G mVoIP Subscribers (m)  Split by 8 Key Regions 2012-2017
3.5.2 3G MNO mVoIP Revenues
Figure 3.13  Methodology Brief for MNO mVoIP Revenues
Figure 3.14: Annual MNO OTT 3G mVoIP Users Minutes (m)  Split by 8 Key Regions 2012-2017
Table 3.14: Annual MNO OTT 3G mVoIP Users Minutes (m)  Split by 8 Key Regions 2012-2017
3.5.3 Mobile VoIP MNO Revenues
Figure 3.15: MNO 3G  mVoIP revenues ($m) Split by 8 Key Regions 2012-2017
Table 3.15: Figure 3.7: Annual MNO OTT 3G mVoIP Revenues ($m)  Split by 8 Key Regions 2012-2017
3.6 4G mVoIP Forecasts
Figure 3.16: Methodology 4G mVoIP
3.6.1 4G mVoIP: The Addressable Market
Figure 3.17: Global 4G Handset Subscribers (m) Split by 8 Key Regions 2012-2017
Table 3.16: Global 4G Handset Subscribers (m) Split by 8 Key Regions 2012-2017
Table 3.17: Proportion of 4G Subscribers that Use mVoIP (%)  Split by 8 Key Regions 2012-2017
Figure 3.18: Active Registered Users of OTT 4G mVoIP (m)  Split by 8 Key Regions 2012-2017
Table 3.18: Active Registered Users of OTT 4G mVoIP (m) Split by 8 Key Regions 2012-2017
Figure 3.19: Number Via 4G Third Party OTT Providers (m)  Split by 8 Key Regions 2012-2017
Table 3.19: Number Via 4G Third Party OTT Providers (m)  Split by 8 Key Regions 2012-2017
Figure 3.20: Registered Users of 4G MNO OTT mVoIP (m) Split by 8 Key Regions 2012-2017
Table 3.20: Registered Users of 4G MNO OTT mVoIP (m) Split by 8 Key Regions 2012-2017
3.7 4G mVoIP Revenues
Table 3.21: 4G OTT ARPU Attributable to mVoIP per Month,  Split by 8 Key Regions 2012-2017
Figure 3.21: 4G mVoIP Subscriber Revenue, Third Party OTT Subscribers ($m)  Split by 8 Key Regions 2012-2017
Table 3.22: 4G mVoIP Subscriber Revenue, Third Party OTT Subscribers ($m)  Split by 8 Key Regions 2012-2017
Figure 3.22: 4G mVoIP MNO Subscriber Revenues, ($m) Split by 8 Key Regions 2012-2017
Table 3.23: 4G mVoIP MNO Subscriber Revenues ($m) Split by 8 Key Regions 2012-2017
Figure 3.25  Revenue from 4G OTT mVoIP, Third Party + MNO mVoIP Subscribers ($m)  Split by 8 Key Regions 2012-2017
Table 3.24 Revenue from 4G OTT mVoIP, Third Party + MNO mVoIP Subscribers ($m)  Split by 8 Key Regions 2012-2017
3.8  Tablet VoIP Forecasts
Figure 3.26: VoIP over Tablets Forecast Methodology
Figure 3.27: Number of Active Tablet VoIP Users, Split by Eight Key Regions, 2012-2017
Table 3.25: Number of Active Tablet VoIP Users, Split by Eight Key Regions 2012-2017
3.8.1 Tablet Market mVoIP Revenue Forecasts
Figure 3.28 Revenues from VoIP Services over Tablets ($m), by Eight Key Regions 2012-2017
Table 3.26: Revenues from VoIP Services over Tablets ($m),  Split by Eight Key Regions 2012-2017
3.9 Total Mobile VoIP Market
3.9.1 Summary mVoIP Forecasts, Handsets and Tablets
Figure 3.29: Global mVoIP Subscribers (m) All Categories Split by Category 2012-2017
Table 3.27: Global mVoIP Subscribers (m) All Categories Split by Category 2012-2017
3.9.2 The Mobile VoIP Revenue Opportunity
Figure 3.30:  mVoIP Service Revenues ($m) All Categories 2012-2017
Table 3.28: mVoIP Service Revenues ($m) All Categories 2012-2017
3.10 Conclusion

4. Mobile Video Calling Market Characteristics and Forecasts

4.1 Introduction
Table 4.1: Mobile Video Calling
4.2.1 Mobile Video Calling- Business and Revenue Prospects
4.2.2 Positive Signs
4.2.3 Mobile Video Calling: Drivers and Constraints
Table 4.2: Mobile Video Calling Drivers and Constraints
4.2.4  Forecast Approach
4.2.5 Monetisation
4.2.6  Forecast Methodology
Figure 4.1: Mobile Video Calling Forecast Methodology
4.2.7 Mobile Video Calling Users
Figure 4.2: Active Users of Mobile Video Calling (m) Split by 8 Key Regions 2012-2017
Table 4.3: Active Users of Mobile Video Calling (m) Split by 8 Key Regions 2012-2017
Figure 4.3 : Number Paying for Premium Mobile Video calling Service (m)  Split by 8 Key Regions 2012-2017
Table 4.4: Number Paying for Premium Mobile Video calling Service (m)  Split by 8 Key Regions 2012-2017
4.3 Mobile Video Calling Revenues
Figure 4.4: Revenues from Mobile Video Calling Premium Services (m)  Split by 8 Key Regions 2012-2017
Table 4.5: Revenues from Mobile Video Calling Premium Services (m)  Split by 8 Key Regions 2012-2017
4.3.1 Mobile Video Calling Advertising Revenues
Figure 4.5: Mobile Video Calling Revenues from Advertising (m)  Split by 8 Key Regions 2012-2017
Table 4.6: Mobile Video Calling Revenues from Advertising (m)  Split by 8 Key Regions 2012-2017
Figure 4.6 : Mobile Video Calling Revenues from Premium Sales and Advertising ($m)  Split by 8 Key Regions 2012-2017
Table 4.7: Mobile Video Calling Revenues from Premium Sales and Advertising ($m)  Split by 8 Key Regions 2012-2017
4.4 Conclusion

5. VoIP and mVoIP Players: Profiles And Positioning

5.1 Introduction
5.2 Vendor Assessment
5.2. 1 Vendor Assessment Methodology
Table 5.1: Vendor Capability Assessment Criteria
5.2.2 Limitations and Interpretation
5.2.3 Positioning Matrix Results
Figure 5.1: Global mVoIP Positioning Matrix
i. A3 Service Providers
ii. B1 Service Providers
iii. B2 Service Providers
iv. B3 Service Providers
v. The C1 Group
5.3 Player Profiles
5.3.1 Fring
Corporate
Service Offering and Business Model
Partnerships and Take Up
Juniper’s View: Fring Key Strengths and Strategic Development Opportunities
5.3.2  Nimbuzz
Corporate
Service Offering and Business Model
Partnerships and Adoption
Juniper’s View: Nimbuzz’s Key Strengths and Strategic Development Opportunities
5.3.3 ooVoo
Corporate
Service Offering and Business Model
Partnerships, Adoption and Take Up
5.3.4 Rebtel
Corporate
Service Offering and Business Model
Partnerships, Adoption and Take Up
5.3.5 Skype
Corporate
Service Offering and Business Models
Partnerships, Adoption and Take up
Juniper’s View: Key Strengths and Strategic Development Opportunities
5.3.6 Tango
Corporate
Service Offering and Business Model
Partnerships, Adoption and Take Up
Juniper’s View: Tango Key Strengths and Strategic Development Opportunities
5.3.7 T-Mobile/ Bobsled
Corporate
Service Offering and Business Model
Partnerships, Adoption and Take Up
5.3.8 Viber
Corporate
Service Offering and Business Model
Partnerships, Adoption and Take Up
Juniper’s View: Viber Key Strengths and Strategic Development Opportunities
5.3.9 Vivox
Corporate
Service Offering and Business Model
Partnerships, Adoption and Take Up
Juniper’s View: Vivox Key Strengths and Strategic Development Opportunities
5.3.10 Vonage
Corporate
Service Offering and Business Model
Partnerships, Adoption and Take Up
Juniper’s View: Key Strengths and Strategic Development Opportunities
5.4 Conclusion

Companies Referenced

Interviewed: Fring, Kineto Wireless, Nimbuzz, Oovoo, Rebtel, Truphone, Viber, Vivox, Vonage 

Profiled: Fring, Nimbuzz, ooVoo, Rebtel, Skype, Tango, T-Mobile/Bobsled, Viber, Vivox, Vonage 

Mentioned: A1 Mobilkom, Adepto Telecom, Android, Apnatelelink, Apple, AT&T, Badartel, Benchmark Capital, BEREC, BEUC,Blackberry, Brazilconnecting, CCK, eBay, EU Commission, EuteliaVoip, Everything Everywhere, Fonosip, Gizmo5, Google Talk, GTL Global Telelinks, Gulfsip, Index, Jahjah, Joyn, Kakao Talk, KDDI, KiK, Line, MACH, Microsoft, Nokia, NTT DoCoMo, Nymgo, O2, OECD, Ofcom, Orange, PCCW, Rogers, Silver Lake, Sipgate, Tata DoCoMo, Tele2, Telefonica, Telkomsel, Tencent, TerraSIP, T-Mobile, Twitter, Universal Pictures, Verizon, Vizio, Vodafone, Vodafone India, Voiceglobe, Voipax, VoIPHit, Vox Mobile, Voxer, Vyke, WeChat, Whatsapp, Xeloq Communications, Yahoo, Yoigo

Extra Info

‡ 8 key regions includes:

North America, Latin America, Western Europe, Central & Eastern Europe, Far East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle East.

Prices

Please note: This product is not available to be purchased individually, or it may have been superceded.
Please see: Future Voice Strategies mVoIP, Carrier OTT and Mobile Video Calling 2014-2018

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Key Questions

  1. How have third-party OTT mobile VoIP services impacted upon network operator services?
  2. What are the key trends in the mobile VoIP marketplace today?
  3. What strategic options can MNOs deploy in the voice arena?
  4. How can third-party providers maximise the revenue opportunity from mVoIP?
  5. What are the prospects for voice within an IP-based environment?
  6. What are the major constraints on mVoIP adoption?
  7. Will Joyn and other RCS (Rich Communications Suite) services see significant uptake over the next five years?
  8. How can operators best monetise mobile video calling?

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Mobile & Tablet Voice & Video Calling Excel 2012-2017

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