Mobile Voice Strategies

Overview

This detailed report provides an in depth view of the mobile voice market, analysing and projecting the market for the entire mobile voice ecosystem and how it will develop over the next five years.  It considers the outlook for VoIP pricing and provides a comprehensive roadmap for the development of VoIP over 3G and 4G networks.

Key forecasts include the number of 3G subscribers using VoIP, as well as the value of traffic carried  over VoIP networks split by mobile VoIP applications and mobile VoIP alliances with operators.  It also forecasts the number of VoIP minutes used as well as traffic value and user forecasts for 4G mobile VoIP.  This strategic report also forecasts the number of minutes and associated revenues lost to VoIP over WiFi connections.

The report includes an in-depth discussion on the value of mobile VoIP and its role in the future of the mobile voice market.  It also includes an exploration of the technologies used within the voice market, providing analysis the various methods of how voice will be carried over the 4G networks.

Table of Contents

Executive Summary

1. Mobile Voice - Now and in The Future

1.1 Introduction
1.2 Current Status
1.2.1 Circuit Switched Voice
1.2.2 Outlook for Voice Pricing
1.2.3 Voice Revenues: Prospects in Different Markets
1.2.4 Geographical Comparisons
i. Europe
ii. Africa
1.3 Enter WiFi and Mobile VoIP
Figure 1.1: Speed versus Mobility: The Mobile VoIP Options
1.3.1 Mobile VoIP: Description and Market Implications
1.3.2 WiFi: Description and Market Implications
1.3.3 Future Role WiFi will Play
1.3.4 Carrier Acceptance of VoIP
1.3.5 The Development of Mobile VoIP
Figure 1.2: The Development of Mobile VoIP - Carriage Options
1.3.5 3G Possibilities
Figure 1.3: Technologies That Can be Used for Carrying Mobile VoIP Traffic
1.4 The Mobile Internet
1.4.1 Increasing Mobile Data Volumes
1.4.2 Implications for The Voice Market
1.4.3 Stages of Mobile VoIP Adoption
Table 1.1: Example VoIP Pricing
Figure 1.4: VoIP Service Delivery Models
1.5 Mobile VoIP Market Development Path
Figure 1.5: Mobile VoIP Development Path
1.6 The Voice Market in 2015
1.7 Overall Voice Forecasts
1.7.1 Circuit Switched Voice
Figure 1.7: Annual Circuit Switched Voice Minutes (bn) Split by 8 Key Regions 2010-2015
Table 1.2: Annual Circuit Switched Voice Minutes (bn) Split by 8 Key Regions 2010-2015
Figure 1.7: Value of Circuit Switched Voice Minutes ($bn) Split by 8 Key Regions 2010-2015
Table 1.3: Value of Circuit Switched Voice Minutes ($bn) Split by 8 Key Regions 2010-2015
1.8 VoIP Forecasts
Figure 1.8: VoIP Forecasts Overall Methodology
Figure 1.9: 3G + 4G Mobile VoIP Users (m) Split by 8 Key Regions 2010-2015
Table 1.4: 3G + 4G Mobile VoIP Users (m) Split by 8 Key Regions 2010-2015
Figure 1.10: Annual Mobile VoIP Minutes (bn) Split by 8 Key Regions 2010-2015
Table 1.5: Annual Mobile VoIP Minutes on 3 and 4G networks (bn) Split by 8 Key Regions 2010-2015
Figure 1.11: Value of Mobile VoIP Minutes ($m) Split by 8 Key Regions 2010-2015
Table 1.6: Value of Mobile VoIP ($m) Split by 8 Key Regions 2010-2015
1.9 Conclusion

2. Drivers and Inhibitors

2.1 Introduction
2.2.1 VoIP Arrives to The Mobile Handset
2.2.2 Forces Exerting an Influence on the Voice Market
Figure 2.1: Factors Influencing the Voice Market
i. The Influence of Technology Regulation and Competition
2.3 Looking to the Future
2.4 Trends in The Market
2.5 Challenges & Inhibitors
2.5.1 Summary of Challenges Presented by Mobile VoIP
2.5.2 Summary of Factors that May Inhibit the Growth of Mobile VoIP
Table 2.1: Mobile VoIP Drivers and Inhibitors

3. Strategies and Players

3.1 Market Incumbents
3.1.1 Resistance to Mobile VoIP
3.1.2 New Entrants - Market Position
3.1.3 Strategic Operator Alliances
3.1.4 SWOT Analysis Comparing Mobile VoIP Operators and Standard Operators
Table 3.1: SWOT Analysis of Mobile VoIP Players versus Incumbent Operators
3.2 Mobile VoIP Business Models
3.2.1 Mobile VoIP Player Routes to Market
3.2.2 The Mobile VoIP via App
3.2.3 Mobile VoIP/Carrier Alliances
3.4 Alternative Strategies
3.4.1 High Definition Voice
3.4.2 The Ad-driven Business Model
3.5 Mobile Advertising Companies
3.5.1 Blyk
i. Initial Roll Out Plans
3.6 Mobile VoIP Companies
3.6.1 JAJAH
3.6.2 Vonage
3.6.3 Truphone
i. Background
ii. MVNO Strategy
ii. Truphone Local Anywhere
Figure 3.2: Image of Truphone bringing Skype to iPhone
3.6.4   3UK
3.6.5 Skype
i. Background
ii. Bridging Devices
iii. Skype Verizon Tie-up
3.6.6 fring
Figure 3.3: The fring Mobile Client
i. Ad Revenues & MNO Partnerships
3.6.7Google
i. Google Voice
a. Statistics Revealed
ii Google Talk
3.6.8 TCM Mobile
3.6.9 Nimbuzz
i. Background
ii. Products & Services
Figure 3.4: Bridging Siloed Communities
iii. Strategy
3.7 Mobile VoIP Player Analysis
Figure 3.5: Mobile VoIP Player Analysis Matrix

4. Mobile VoIP Forecasts

4.1 Introduction
4.2 Methodology and Assumptions
Figure 4.1: VoIP Forecasts Overall Methodology
4.3 Market Sizing
Table 4.1: Total Number of 3/4G Subscriptions Worldwide (m) Split by 8 Key Regions 2010-2015
Table 4.2: Total Number of 3/4G Subscriptions Worldwide (m) Split by 8 Key Regions 2010-2015
4.4 Mobile VoIP over 3G
Figure 4.1: 3G Mobile VoIP Methodology
4.4.1 3G Users Using Mobile VoIP
Figure 4.2: Number of 3G Users (m) Split by 8 Key Regions 2010-2015
Table 4.3: Number of 3G Users (m) Split by 8 Key Regions 2010-2015
Figure 4.3: Number of 3G Users (m) Using Mobile VoIP Split by 8 Key Regions 2010-2015
Table 4.4: Number of 3G Users (m) Using Mobile VoIP Split by 8 Key Regions 2010-2015
4.4.2 Applications
Figure 4.4: Number of 3G Mobile VoIP Users via Applications (m) Split by 8 Key Regions 2010-2015
Table 4.5: Number of 3G Mobile VoIP Users via Applications (m) Split by 8 Key Regions 2010-2015
Figure 4.5: 3G Users Using Applications, VoIP Minutes of use PA (m) Split by 8 Key Regions 2010-2015
Table 4.6: 3G Users Using Applications, VoIP Minutes of use PA (m) Split by 8 Key Regions 2010-2015
Figure 4.6: 3G Users Using Applications, VoIP Minutes of Use PA (Excluding WiFi) (m) Split by 8 Key Regions 2010-2015
Table 4.7: 3G Users Using Applications, VoIP Minutes of Use PA (Excluding WiFi) (m) Split by 8 Key Regions 2010-2015
4.4.3 Revenues from 3G VoIP Applications
Figure 4.7: 3G VoIP Application Revenues (m) Split by 8 Key Regions 2010-2015
Table 4.8: 3G VoIP Application Revenues (m) Split by 8 Key Regions 2010-2015
4.4.4 3G Alliance Forecasts
Figure 4.8: Number of 3G Mobile VoIP users via Alliances (m) Split by 8 Key Regions 2010-2015
Table 4.9: Number of 3G Mobile VoIP Users via Alliances (m) Split by 8 Key Regions 2010-2015
Figure 4.10: Annual Mobile VoIP Minutes- Operator Alliances (m) Split by 8 Key Regions 2010-2015
Table 4.10: Annual Mobile VoIP Minutes- Operator Alliances (m) Split by 8 Key Regions 2010-2015
Figure 4.10: Revenues Attributable to Alliances (m) Split by 8 Key Regions 2010-2015
Table 4.11: Revenues Attributable to Alliances (m) Split by 8 Key Regions 2010-2015
4.5 4G VoIP
4.5.1 Methodology
Figure 4.11: 4G mVoIP Methodology
4.5.2   4G Users Using Mobile VoIP
Figure 4.12: Number of 4G Users Using Mobile VoIP (m) Split by 8 Key Regions 2010-2015
Table 4.12: Number of 4G Users using Mobile VoIP (m) Split by 8 Key Regions 2010-2015
Figure 4.13: Alliance + Application Revenues Attributable to 4G Users Using Mobile VoIP (m) Split by 8 Key Regions 2010-2015
Table 4.13: Alliance + Application Revenues Attributable to 4G Users Using Mobile VoIP (m) Split by 8 Key Regions 2010-2015
4.6 WiFi Mobile VoIP
Figure 4.14: WiFi VoIP Methodology
4.6.1 Minutes Lost to WiFi VoIP
Figure 4.15: Minutes Lost to VoIP over WiFi (m/per Annum) Split by 8 Key Regions 2010-2015
Table 4.14: Minutes Lost to VoIP over WiFi (m/per Annum) Split by 8 Key Regions 2010-2015
4.6.2 Revenue Associated with WiFi VoIP
Figure 4.16: Value of Minutes Lost to WiFi VoIP ($m) Split by 8 Key Regions 2010-2015
Table 4.15: Value of Minutes Lost to WiFi VoIP ($m) Split by 8 Key Regions 2010-2015
4.7 Forecasts for the Entire VoIP Market
Figure 4.17: Annual Mobile VoIP Minutes (bn) Split by 8 Key Regions 2010-2015
Table 4.16: Annual Mobile VoIP Minutes on 3 and 4G networks (bn) Split by 8 Key Regions 2010-2015
Figure 4.18: Value of Mobile VoIP Minutes ($m) Split by 8 Key Regions 2010-2015
Table 4.17: Value of Mobile VoIP ($m) Split by 8 Key Regions 2010-2015
4.8 Conclusion

5. VoIP Practicalities - The Technology Backdrop

5.1 Introduction
5.2Internet Protocol & IP
5.2.1 IP
5.2.2 Circuit Switching
5.2.3 The Evolution of VoIP
5.2.4 The Effects of VoIP Migration
Figure 5.1: Cell Phone Usage, Standard Mobile Device Versus The iPhone
Figure 5.2: VoIP Traffic Growth
5.2.5 The Integration of Mobile VoIP into The Network
5.2.6 Voice over Different Network
i. Using the WiFi Networks
5.3 VoIP on 4G Networks
5.3.1 Voice Carriage Over 4G Networks
i. IMS
ii. VoLTE, Volga and OneVoice
5.3.2 WiMAX
i. Voice Over WiMAX
5.3.3 LTE
5.3.4 Circuit Switched Fallback
i. VoLGA
5.3.5 One Voice

Glossary

Companies Referenced

3 UK, Blyk, BT, Facebook, France Telecom, fring, Google, Google Talk, Google Voice, JAJAH, Nimbuzz, Nokia, Orange, Skype, Sprint Nextel, Symbian, TCM Mobile, T-Mobile, Truphone, Verizon, VoLGA, Vodafone, Vonage.