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VoWLAN Business ModelsTable of contents
EXECUTIVE SUMMARY Market drivers and business models Market forecasts Competitive dynamics & key players Summary: The future of VoWLAN and FMC
STRATEGIC RECOMMENDATIONS Recommendations for All Telecom Operators Recommendations for Fixed-only operators Recommendations for Mobile-only operators Recommendations for Broadband operators Recommendations for VoIP service providers Recommendations for Handset & Mobile Software Vendors Recommendations for WLAN vendors Recommendations for IP-PBX vendors Recommendations for Network Infrastructure Vendors Recommendations for Semiconductor Vendors Recommendations for Enterprise Users Recommendations for Investors
BACKGROUND: VOWLAN & FMC Introduction and objectives of this report What is VoWLAN? What is FMC? The wider battle ahead: IP vs. mobile services VoWLAN market drivers WLAN market growth & penetration Handset architectural flexibility VoIP and IP Telephony adoption Reversal of fixed-mobile substitution Cheaper backhaul In-building coverage FMC without VoWLAN? Cellular overspend Single handset-based solutions and PBX connectivity Poor in-building cellular: coverage alternatives Alternative “home access” cellular network architectures Key success factors for VoWLAN within FMC Handset availability PBX integration Cellular network integration Billing and OSS IMS roadmap Customer support Public / private network interworking
VOWLAN TECHNOLOGY OVERVIEW Overview Handset design Dual-mode handset design Operating systems VoIP & other device software Silicon RF issues Modular handsets WLAN architectures Voice-optimised WLAN switches & QoS (Quality of Service) AP-AP handoff VoWLAN security and authentication VoWLAN capacity planning VoWLAN testing Public networks and VoWLAN VoWLAN gateways, IMS and public network integration solutions Mobility management Wide area WLAN hotzones CDMA and VoWLAN Other wireless technologies DECT and other cordless Bluetooth Other wireless
ENTERPRISE VOWLAN CORDLESS Overview The general case for on-site cordless Current enterprise cordless marketplace Why VoWLAN? DECT fightback? VoWLAN cordless business models & architectures Is there a service business model for VoWLAN cordless? VoWLAN vs cordless/DECT for traditional PBXs VoWLAN and IP-PBXs VoWLAN for small businesses The case for IP softphones on wireless PDAs & laptops Will cordless be subsumed into dual-mode WLAN/cellular? VoWLAN vs paging & PMR Summary
ENTERPRISE VOWLAN/CELLULAR SOLUTIONS Overview: The arguments & motivations Enterprise VoWLAN/cellular – why all the fuss, anyway? Cellular overkill VoWLAN as a pivotal element Mobile operators’ motivation: revenue growth, churn reduction & cost control Background: the importance of business users to operators Common ground? In-building coverage Public buildings Dual-mode enterprise business models Managed enterprise WLAN services PBX integration Mobile operator-led Corporate cellular-over-WLAN Teleworkers Summary: Mobile-operator led Enterprise VoWLAN/cellular Fixed operator-led: driving towards wireless VoIP The role of MVNOs Branch office networks model Enterprise-led: self-managed dual-mode & EMSPs PBX-based dual-mode business models Enterprise Mobility Service Providers (EMSPs) Do-it-yourself (DIY) dual-mode Summary
CONSUMER & SME VOWLAN BUSINESS MODELS Overview Backgrounder 1: Residential VoWLAN vs Enterprise Backgrounder 2: Cellular, broadband and VoIP Single-mode consumer VoWLAN cordless business models What’s the point of residential single-mode? Roles for service providers? Mobile carriers sell ADSL, fixed & cable operators become MVNOs Towards dual-mode residential wireless Service provider considerations Awkward practicalities Bluetooth Handset problems: User requirements from dual-mode devices The implication? Dual-mode phones need to be smartphones Support and integration The UMA/3GPP GAN vision UMA problems Will SIP-based solutions be any better? Alternative business models or the “DIY” approach as disruptors? Skype and wireless VoIP Small businesses Other VoWLAN business models VoIP as an add-on to hotspot model Coverage ubiquity In-flight VoWLAN as a potential market catalyst Case study and analysis: BT Fusion (formerly Bluephone) The details The analysis Conclusion: SIP vs UMA/GAN in the consumer domain
MARKET ANALYSIS AND FORECASTS Overview Methodology Enterprise VoWLAN market General methodology and assumptions Corporate mobile phone market estimates Enterprise PBX-connected phone segmentation and forecast Overall Enterprise VoWLAN market forecasts Residential VoWLAN market Methodology and assumptions VoWLAN households Residential VoWLAN single-mode handset market forecast Residential VoWLAN/CoWLAN dual-mode handset market forecast VoWLAN handset market overall VoWLAN infrastructure market
COMPANIES & COMPETITIVE DYNAMICS Overview Silicon suppliers Single-mode handset vendors PBX vendors WLAN vendors Enterprise WLAN Consumer WLAN Network infrastructure vendors Dual-mode handset vendors Operators and service providers Industry consortia and standards bodies UMA & 3GPP GAN SCCAN MobileIgnite FMCA IPCC
Charts and figures3rd-Party VoWLAN as Trojan Horse: The long-term FMC threat VoWLAN market timelines Worldwide VoWLAN Handset Market, Segmented by Value Worldwide Total VoWLAN Handset Market Volume, by Type Dual-mode VoWLAN Phones as % all Cellular Phones FMC: A Multi-Layered Trend Office/Campus Site with Local GSM Softswitch & IP Backhaul Fixed-Integrated Public Network SIP Gateways with VoWLAN Selected Potential Cordless / VoWLAN User Groups Estimated Installed Base of Corporate Cordless Worldwide Cordless VoWLAN with Legacy PBX Cordless VoWLAN with IP-PBX Enterprise VoWLAN/Cellular: The Philosophical Spectrum Enterprise VoWLAN/Cellular Motivations & Conflicts Traditional Separate Corporate PBX & Mobile Networks Enterprise VoWLAN/cellular Business Model: Key Components Public Buildings vs. Enterprise Sites Enterprise VoWLAN/Cellular - 3 Main Business Models Operator-Led Enterprise VoWLAN/Cellular Business Model #1 Operator-Led Enterprise VoWLAN/Cellular Business Model #2 Fixed-Operator Enterprise VoWLAN Business Model based on MVNO Fixed-Operator Enterprise VoWLAN Business Model MVNO / Branches IP-PBX based Enterprise VoWLAN/Cellular Architecture Integrator/EMSP-led Distribution Model for Enterprise VoWLAN/Cellular Potential Enterprise Dual-Mode Call Charging Map Residential Wireless Business Models Comparison of Residential VoWLAN & VoIP Business Models IP & New Software Empowers Disruptive Change Enterprise Telephony Shipments Worldwide Enterprise Mobile Phone Shipment Estimates, Worldwide Enterprise Large PBX/IP-PBX Terminal Shipments, Worldwide, by Type Enterprise Small PBX/IP-PBX Terminal Shipments, Worldwide, by Type Enterprise VoWLAN Shipment Volumes, Worldwide, by Type Enterprise VoWLAN Shipment Value, Worldwide, by Type Enterprise VoWLAN Shipments - Analysis & Comparisons Enterprise VoWLAN Handset Penetration, Worldwide, % Shipments Residential VoWLAN Addressable Target Homes Broadband/WLAN Broadband Homes with WiFi, Worldwide, 2001-2009 Residential VoWLAN Addressable Target Homes with VoBroadband Broadband, WiFi and VoBroadband Homes - Overlap Residential VoWLAN and Cellular-over-WLAN Homes, Worldwide Summary - VoWLAN Households Worldwide Dual-Mode VoWLAN/Cellular Households: SIP vs UMA/GAN, Worldwide Residential Single-Mode VoWLAN Handset Market Size, Worldwide Residential Dual-Mode VoWLAN & CoWLAN Handset Market Size Dual-Mode VoWLAN/Cellular Shipments, SIP vs UMA Total VoWLAN/Cellular Handset Market Total Single-Mode VoWLAN Handset Market Total Dual-Mode VoWLAN/Cellular Handset Market Total VoWLAN/Cellular Market, Enterprise vs. Consumer Overall VoWLAN Handset Market, Segmented by Value Total VoWLAN Handset Market Volume by Type Dual-mode VoWLAN Phones as % of all Cellular Phones Cellular-over-WLAN Infrastructure Market - Rough Estimate Consumer-Grade VoWLAN Phones Corporate-Grade VoWLAN Phones PBX/IP-PBX Vendors’ VoWLAN Positioning Infrastructure Vendors’ Dual-Mode Strategic Positioning VoWLAN/Cellular Dual-Mode Devices (Consumer, PDA & Corporate) Handset Vendors’ Dual-Mode Strategic Positioning Announced Operator / Service Provider VoWLAN Initiatives
Companies mentioned in the report include:Agere, Alcatel, Aruba, Atheros, Avaya, Azaire, BenQ, BellSouth, Boingo, BridgePort, Broadcom, BT, Cicero, Cingular, Cisco, Colubris, D-Link, Ericsson, Flextronics, Hitachi Cable, HP, i-Mate, Inventel, ip.access, Kineto Wireless, KT, LinkSys, LongBoard, Meru, Microsoft, Moimstone, Motorola, NEC, NetGear, Nokia, Nortel, NTT DoCoMo, PalmOne, PalmSource, Panasonic, Philips, Proxim, Qualcomm, RadioFrame, RIM, RTX, Samsung, Saunalahti, Senao, Skype, Siemens, SonyEricsson, SpectraLink, Square7, Symbol, Symbian, Talktelecom, Tatara, TeliaSonera, Texas Instruments, T-Mobile, Trapeze, TTPCom, UTStarcom, Vocera, Vodafone, Vonage, WiFon, Wistron, Zynetix, ZyXel, 3Com |
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