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Slicing Up The Mobile Services Revenue Pie

New market report published 28th January 2008.

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This essential new study looks at the total market value of the worldwide mobile and wireless market - analyze what this industry is worth, where the money comes from and where the money goes to. This useful data is not widely available, this report will give you a mass of important data essential for business planning and revenue forecasting.

Key features of his informative study include:

  • Understand the true value of the worldwide mobile industry
  • Find out which services the money comes from - voice, messaging, ringtones, downloads, etc
  • Examine which regions the money comes from - Asia Pac, Western Europe, North America, Eastern Europe, Latin America, Africa, Middle East
  • Analyze data services, see the value of SMS, MMS, mobile email, mobile music, mobile TV and more
  • Find out where the money goes to - network operators, handset vendors, infrastructure equipment vendors, content partners
  • Full regional subscriber forecasts
  • Full handset shipment and revenue forecasts
  • Analyze the flow of cash in this 900 Billion Dollar business
  • Detailed revenue forecasts to 2011 for SMS, MMS, mobile video, music, games and much more

For full details of this exciting and in-depth market study, please see http://www.portioresearch.com/Slicing_Pie.html

About this market study

To see a full brochure with more details about this exciting market study please see http://www.portioresearch.com/Slicing_Pie_brochure.pdf

According to industry research, forecasts predict that 2008 will be the year that the worldwide mobile industry becomes a one Trillion US Dollar industry. For an industry to go from zero to USD 1 trillion in just 20 years is a staggering achievement, equal to a CAGR of almost 30 percent sustained for 20 years, an achievement previously unequalled by any other industry at any time in human history.

2007 became the year to see worldwide mobile handset shipments exceed 1 billion for the first time, and as 2008 begins so the world also crosses the highly significant 50 percent mobile penetration point, and the industry enters a year where gross industry revenues are set to reach 1 trillion Dollars. This is truly an exciting time to be in the mobile and wireless industry.

As mobile voice prices have declined and margins have come under intense pressure, network operators have been forced to look at non-voice services to win new customers and boost margins. A wide variety of value-added non-voice services have emerged, from messaging and mobile music, to email, mobile TV and video downloads, location based services, games, gambling and mobile payment services. In 2007, worldwide, non-voice services accounted for 18.9 percent of total mobile services revenues, and this figure looks set to keep growing, reaching more than 25.5 percent by the end of 2012. To put that in context, worldwide consumer spending on non-voice mobile services in 2012 will exceed 251 Billion US Dollars - more than a quarter of a trillion Dollars per annum.

This market study will answer these key questions:

  1. What is the overall value of the worldwide mobile industry?
  2. Where does the money come from? Which services? Which geographical regions?
  3. Where does the money go to? Handset vendors? Infrastructure equipment vendors? Network operators? Content partners?
  4. How will these revenue flows change over the coming years?
  5. Where is the real money right now, which services make the most money, and which services are making the most profit?
  6. How does the value of these services change across different regions and markets?

In 2008 we estimate MNOs worldwide will collect total revenues of USD 874.3 Bn. Interestingly, voice and SMS get little publicity in the mobile world these days. Just take a look at the conference agenda for the annual Mobile World Congress in Barcelona in February 2008. Looking down the list of topics covered in the 4 day conference, all the talk is about mobile TV and video, HSPA, mobile IM, DRM, mobile finance, mobile search, social networking, data pricing and mobile enterprise solutions.

All of these are exciting growth areas and most of these topics offer a great deal of promise for the future. But amid all this excitement, there is barely one mention of voice as a subject, and barely any mention of SMS as an application, yet voice and SMS generate 90 percent of the total service revenues flowing into this industry right now, and it’s predominantly voice and SMS that have built this USD 1 trillion business over the last 20 years.

Our forecasts show that in 2008, 88.9 percent of total MNO service revenues worldwide will come from voice and SMS, and that figure is likely to remain as high as 85 percent even by the end of 2011. But that still leaves more than USD 161 billion from data services in 2008, rising to over USD 251 by 2011, and this report looks in detail at those services to see where the money is coming form and how it's split out among the various players in the value chain. We analyze the MNOs share in content revenues and we look in detail at how that share is changing over the next 4 or 5 years.

For full details, including a brochure and detailed Table Of Contents, please follow this link - http://www.portioresearch.com/Slicing_Pie.html

Table of Contents

Introduction

Worldwide Mobile Market

Mobile Data Services

Introduction

SMS

Market Overview

Value Chain Analysis

Case Study 1 – India’s SMS Market

Case Study 2 – The UK’s SMS Market

Case Study 3 – The US’s SMS Market

MMS

Market Overview

Value Chain Analysis

Case Study 1 – The US’s MMS Market

Case Study 2 – The UK’s MMS Market

Case Study 3 – China’s MMS Market

Mobile E-mail

Market Overview

Mobile IM

Market Overview

Value Chain Analysis

Mobile Video Services (Mobile TV and Mobile Video Downloads)

Market Overview

Case Study 1 – Italy’s Mobile TV Broadcasting Market

Case Study 2 – South Korean Mobile TV Broadcasting Market

Mobile Music

Market Overview

Value Chain Analysis

Case Study 1 – UK’s Mobile Music Market

Case Study 2 – India’s Mobile Music Market

Case Study 3 – The US’s Mobile Music Market

Mobile Games

Market Overview

Value Chain Analysis

Case Study 1– Japan’s Mobile Gaming Market

Case Study 2 – The US Mobile Gaming Market

Case Study 3 – The Mobile Gaming Market in the UK

Other Services

Mobile Payment Services

Mobile Gambling

Location-based Services

Mobile Internet

Infrastructure Equipment Vendors

Market Overview

Mobile Handset Market

Market Overview

Conclusions

Trillion Dollar Mobile

Shifting Trends in the Mobile Data Services Market

Beyond Messaging

Infrastructure Equipment Vendors

Mobile Handset Market

Appendices

Glossary

Portio Research Classifications

Companies Mentioned in this Report

About the Authors

Also available from Portio Research Limited

 

See the full detailed Table of Contents, with complete List of Figures and List of Tables, at http://www.portioresearch.com/SlicingPie_TOC.pdf

ORDER NOW!

Order your copy of this essential market study today, available as a detailed 140-page PDF document.

Prices:

  • 1 - 5 user PDF team licence: £1,495 GBP / $2,995 USD / €1,995 Euro
  • Small or medium size PDF company licence: £2,495 GBP / $4,990 USD / €3,395 Euro
  • Large corporate PDF unlimited licence: £3,995 GBP / $7,990 USD / €5,395 Euro

Prices above do NOT include 17.5% VAT in the UK

Further details of this report are available at http://www.portioresearch.com/Slicing_Pie.html

Who should buy this market study:

Network operators, MVNOs and service providers:Understand the full value of the mobile industry worldwide, essential data for business planning and 5 year forecasting. Analyze shifting trends in the value chain and likely shifts in revenue sharing relationships over the coming years. Study where opportunities exist to improve margins, and study threats that might reduce margins. See how different MNOs manage revenue sharing relationships in different geographical regions of the world.

Content owners, applications and software developers and brand owners:Study key relationships with MNOs and learn how revenue sharing agreements are structured in different regional markets around the world. Understand the value chain of different services and learn about revenue sharing deals in these different markets. Analyze future growth and opportunities in non-voice services.

Handset vendors and equipment manufacturers:Examine how the revenue flows from MNOs to other players in the industry. Understand changing trends in non-voice services and challenges and opportunities in the coming years. Study handset shipment forecasts for the years ahead, and study revenue forecasts for infrastructure equipment and consumer mobile handsets.

Consultants, bankers and venture capitalists:All the critical data you need to assess future opportunities in the mobile and wireless space. Understand revenue sharing arrangements and changing trends in non-voice content markets. Learn about how the industry is structured and how the revenue is shared, and where the money ends up. Analyze growth forecasts and identify future growth markets and regional variations in technology adoption.

Please contact me if you have any questions - order your copy of this market study now by emailing info@portioresearch.co.uk

Karl Whitfield.
Sales Director
Portio Research Ltd.
www.portioresearch.com

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