Mobile VoIP
Innovation Reports - 16/10/2009
Plenty are talking the talk, but can it walk the walk?
Mobile VoIP is often perceived as a threat by mobile network operators, eating into their voice revenues and reducing them to mere “dumb pipes”. It has also been perceived as “the next big thing” in the mobile market for a while now. This report will look at the myths and realities of mobile VoIP, the potential and threats of managed VoIP, and offer up mobile VoIP penetration forecasts.
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| M93009 |  | PDF | 55 |
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| M93009 |  | paper | 55 |
1900 euros excl. VAT |  |
• Is there potential to turn managed VoIP into increased data revenue?
• Why does Skype dominate the independent “cheap calls” VoIP market and how do the other players compete?
• Does Google, the latest big name to enter the mobile VoIP fray, have the potential to disrupt the market?
• How are mobile operators reacting: fighting or cooperating?
• How and when will operators start to offer managed mobile VoIP?
• What are the key factors for enabling mobile VoIP to take off?
• What will mobile VoIP user penetration levels be up to 2014? |
1. EXECUTIVE SUMMARY
2. MOBILE VoIP DESCRIPTION 2.1. Market overview 2.2. Technology description • CS over HSPA • IMS enabled VoIP on HSPA and LTE • Voice over LTE using GAN (VOLGA)
3. TECHNICAL ENABLERS FOR MOBILE VoIP 3.1. User experience 3.1.1. Usability 3.1.2. Availability 3.1.3. QoS 3.2. Networks 3.2.1. Wi-Fi coverage will remain spotty 3.2.2. 2G networks: not suited for Mobile VoIP 3.2.3. 3G networks: capacity trade-off 3.2.4. LTE networks: Multiple options for voice • CS Fallback • Voice over LTE via GAN 3.3. Handsets 3.3.1. 3G handsets • Device capabilities • Device battery life 3.3.2. Wi-Fi compliant phones
4. MOBILE VoIP PRICING: MYTHS AND REALITIES 4.1. Mobile VoIP not very mobile; often limited to Wi-Fi only 4.2. Free calls don’t come cheap 4.3. International calls are very attractive, whether Wi-Fi or not • Vodafone UK fighting back 4.4. National calls are competitive at best • fring, adopting a mobile data tariff approach 4.5. In conclusion: international calls are the only real advantage
5. STRATEGIES OF INDEPENDENT (OVER THE TOP) PLAYERS 5.1. The end of the simple no-frills era 5.1.1. Skype has won the winner takes all battle 5.1.2. The battle for pre-installation on mobile phones 5.2. Looking beyond just VoIP calling 5.2.1. Truphone going global 5.2.2. fring getting social 5.2.3. Jajah working behind the scenes 5.3. Summary of independent player strategies
6. STRATEGIES OF THE INTERNET GIANTS 6.1. Google Voice: an alternative approach to the independent mobile VoIP players 6.1.1. What is Google Voice? 6.1.2. The strategy of Google Voice • Collaborating with or opposing operators? • Apple removes the Google Voice application from its App Store 6.2. Google Voice: a potential game changer
7. MOBILE NETWORKS OPERATOR STRATEGIES 7.1. Germany: operators’ split strategies 7.2. H3G: full support of mobile VoIP 7.3. The general trend of leaders vs. challengers
8. MOBILE OPERATORS CAN, AND WILL, MANAGE VoIP 8.1. Lessons learned from fixed VoIP 8.1.1. Carrier-managed VoIP can be a success 8.1.2. … even fending off the independent players 8.2. A way to increase mobile data revenue 8.2.1. Carrying the success of fixed VoIP over to mobile 8.2.2. potential to increase data revenue 8.2.3. No enforced regulation, but pressure increasing
9. SCENARIOS AND FORECASTS 9.1. The key factors affecting the emergence of mobile VoIP • Competitiveness of the mobile market • VoIP take-up in the fixed environment • Trend of unlimited data plans for mobile handsets • Compatible handset availability • MNO acceptance of mobile VoIP applications 9.2. Mobile VoIP user forecasts 9.2.1. France: slow take off but rapid uptake 9.2.2. Germany: making steady progress 9.2.3. The UK: aggressive strategies driving the market 9.2.4. USA: resistance from MNOs starting to ease 9.2.5. IDATE forecasts up to 2014 • Mobile VoIP users vs. total mobile subscribers • Mobile VoIP user forecast: France, Germany, the UK and the US |
• 3 • AT&T • BASE • Bouygues • E-Plus • fring • Google • Jajah • O2 • Orange • SFR • Skype • Sprint • T-Mobile • Truphone • Verizon • Vodafone |
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