モバイルアプリケーション2013（Mobile Applications 2013: Comprehensive Research and Business Intelligence Package）...市場調査レポートについてご紹介

This research package includes the following reports:

Carrier LTE Application Strategies to Combat OTT Players and Services

1.0 EXECUTIVE SUMMARY 9
2.0 INTRODUCTION 10
2.1.1 WHAT IS OVER-THE-TOP (OTT) AND ITS IMPACT? 10
2.1.2 OTT TRENDS 10
2.1.3 THE CARRIER IMPERATIVE 11
3.0 CARRIER CHALLENGES 13
3.1 SPECTRUM AVAILABILITY 13
3.2 CAPEX BUDGETS 13
3.3 IS MORE CAPACITY BETTER? 13
3.3.1 ADVANTAGES 13
3.3.2 DISADVANTAGES 13
3.4 THE FIGHT AGAINST OTT PLAYERS 14
3.4.1 OTT VOICE 14
3.4.2 OTT MESSAGING 14
3.4.3 CARRIERS TO FIGHT BACK 16
3.5 THE DRIVERS FOR NEW APPLICATIONS 18
4.0 LTE APPLICATION STRATEGY 20
4.1 PREPARE FOR MUCH MORE DATA USAGE 20
4.1.1 BIGGEST FACTOR IN MOBILE DATA: MOBILE VIDEO 20
4.1.2 MOBILE VIDEO FORECAST 21
4.2 PREPARE FOR INCREASINGLY MORE SERVICES IN THE CLOUD 21
4.2.1 THE ROLE OF INCUMBENT NETWORK OPERATORS IN MOBILE CLOUD 22
4.2.2 MOBILE DATA IN THE CLOUD FORECAST 23
4.3 PREPARE FOR INCREASINGLY MARGINALIZED CORE SERVICES 23
4.3.1 MARGINALIZATION DRIVES THE NEED FOR VALUE-ADDED SERVICES 23
4.3.2 VALUED SERVICES INCLUDE COMMERCE, CONTENT AND APPS 24
4.4 PREPARE FOR DEPLOYMENT OF VALUE-ADDED SERVICES 28
4.4.1 WHAT IS A VALUE-ADDED SERVICE (VAS)? 28
4.4.2 RELATIONSHIP OF VAS TO OTHER SERVICES 29
4.4.3 WHY ARE VAS IMPORTANT? 29
4.4.4 THE VAS SUPPLY CHAIN 29
4.4.5 CARRIER PLANNING FOR VAS APPLICATIONS 29
5.0 LTE APPLICATION ROADMAP 32
5.1 VIDEO 32
5.1.1 MORE OF THE SAME: ONLY FASTER 33
5.1.2 VIDEO CALL 36
5.1.3 LTE VIDEO BROADCAST 37
5.1.4 MOBILE TV IN LTE 38
5.2 VOICE OVER LTE (VOLTE) 42
5.2.1 GSMA VOLTE INIATIVES 43
5.2.2 ALTERNATIVES TO VOLTE 44
5.3 RICH COMMUNICATIONS SERVICES (RCS) 45
5.3.1 GSMA RCS INITIATIVES 47
5.3.2 RICH CALLS 48
5.3.3 RICH MESSAGING 49
5.3.4 RCS AND VIDEO 50
5.3.5 DYNAMIC ADDRESS BOOK (DAB) 51
5.4 LTE DIRECT 52
5.4.1 DIRECT SERVICES 53
6.0 LTE VAS MARKET OUTLOOK AND FORECASTS 56
6.1 ASSUMPTIONS ABOUT MOBILE SUBSCRIPTIONS AND MOBILE DATA 56
6.2 MOBILE DATA 58
6.3 MOBILE ADVERTISING 58
6.4 API-BASED APPS DOWNLOADS 63
6.5 SOCIAL NETWORKING/MATCHING 64
6.6 COUPONS, LOYALTY AND VENUE-BASED SERVICES 66
6.7 GEO-LOCATION BASED SERVICES 69
6.8 MOBILE GAMING 72
6.9 MOBILE VIRTUAL GOODS 74
6.10 VIDEO, TV, PAY-TV AND SECOND-SCREEN 74
6.11 MOBILE HEALTH 76
6.12 MUSIC SERVICES (INCLUDING RINGBACK AND RINGTONES) 77
6.13 MACHINE-TO-MACHINE (M2M) 78
6.14 CONNECTED VEHICLES 79
6.15 PUBLIC SAFETY LTE 80
6.16 MESSAGING, TEXTING, AND SMS (NOT RELATED TO RCS) 82
6.17 SMALL CELL TARGETED ADVERTISING 83
6.18 MISCELLANEOUS SUBSCRIPTION SERVICES 84
6.19 FORECAST SUMMARY AND COMPARATIVE ANALYSIS 85
7.0 CONCLUSIONS AND RECOMMENDATIONS 87
7.1 CARRIERS TO OFFER THEIR OWN “DIALABLE VOIP” VIA VOLTE 88
7.1.1 VOLTE ISSUES AND DEPLOYMENT CONSTRAINTS 90
7.1.2 VOLTE = DIABLE VOIP = VOICE OTT KILLER AND VAS LAUNCHPAD 90
7.2 CARRIERS TO DEVELOP OWN VALUE-ADDED SERVICES (VAS) 91
7.2.1 WHY VAS APPLICATIONS? 92
7.2.2 THE FIRST POST-VOLTE VAS: RICH COMMUNICATIONS SUITE (RCS) 93
7.2.3 RCS/JOYN? STATUS 95
7.2.4 CHARGING FOR MVAS 96
7.3 CARRIERS TO LEVERAGE LTE AND CLOUD FOR VAS APPLICATIONS 97
7.3.1 THE CLOUD, VAS, AND DISRUPTIVE FACTORS 98
7.3.2 RISE OF THE PERSONAL CLOUD 98
7.4 CARRIERS TO LEVERAGE TELECOM AND ENTERPRISE APIS FOR OWN VAS 101
7.4.1 CARRIER BUSINESS-TO-BUSINESS (B2B) API SERVICES 101
7.4.1 CARRIER AND ENTERPRISE APIS FOR BUSINESS-TO-BUSINESS (B2B) SERVICES 104
7.4.2 CARRIER AND ENTERPRISE APIS FOR BUSINESS-TO-CONSUMER (B2C) SERVICES 105
7.5 CARRIERS TO STRATEGICALLY PARTNER WITH CERTAIN OTT PLAYERS/SOLUTIONS 107
8.0 GROWTH DRIVERS FOR MOBILE VAS APPLICATIONS 109
8.1 NEW VS. UNPROVEN APPLICATIONS 109
8.2 MARKET DRIVER: TARGETED OFFERINGS AND PREMIUM SERVICES 110
8.3 INTERNET PROTOCOL AND WEB-BASED APPLICATIONS 111
8.4 NEXT GENERATION NETWORKS A DRIVER FOR MVAS 111

List of Graphs

Figure 1: Average Texting by User Segment 14
Figure 2: Smartphone Penetration and OTT Messaging 17
Figure 3: Video Usage by Screen Type 20
Figure 4: Mobile Video Forecast to 2017 21
Figure 5: Mobile Data in the Cloud Forecast to 2017 23
Figure 6: Mobile Commerce Continuum 24
Figure 7: Mobile Commerce Cycle 25
Figure 8: Mobile Commerce Cycle Jumps 26
Figure 9: Pull and Push Content Models 27
Figure 10: Value-added Services vs. Core Services 28
Figure 11: Worldwide Mobile Data Usage 33
Figure 12: Mobile TV Ecosystem 39
Figure 13: VoLTE Call Continuity 42
Figure 14: RCS, APIs, and Applications 46
Figure 15: RCS Statistics 48
Figure 16: Enhanced Address Book Benefits 51
Figure 17: RCS Application Integration 52
Figure 18: Evolution of Mobile Advertising 59
Figure 19: Mobile Coupons and Loyalty Cards 67
Figure 20: VoLTE Commitments and Deployments, GSA May 2013 89
Figure 21: Dynamic Address Book (DAM) 91
Figure 22: Legacy Services, RCS-e, and RCS5 94
Figure 23: Personal Cloud Services 99
Figure 24: ICT on Mobile/Cloud Platforms 100
Figure 25: Enterprise Dashboard 105
Figure 26: Enterprise Dashboard App Example 105
Figure 27: Integrating Applications and Content with RCS 107
Figure 28: New Apps vs. Proven Apps 109

List of Tables

Table 1: Mobile Subscriptions by 2G/3G and LTE, Subscriptions (M) 2013-2018 56
Table 2: Mobile Data per Subscription, by 2G/3G/LTE (M) PB, 2013-2018 57
Table 3: Carrier Data Revenue Usage Plans and LTE % $US (M) 2013-2018 58
Table 4: Mobile Advertising Revenues by Type and Device $US (M) 2013-2018 61
Table 5: Mobile Ad Revenue from LTE VAS, by Type/Device, $US (M) 2013-2018 62
Table 6: Mobile Apps Market (less Embedded Ads) from LTE, $US (M) 2013-2018 63
Table 7: Financial Milestones in Social Media 64
Table 8: Metrics, Tendencies, and Nuances in Mobile Social Networking 65
Table 9: LTE VAS Revenues from Social Networking Sites $US (M) 2013-2018 66
Table 10: Mobile Coupon Redemptions, LTE $US (M) 2013-2018 68
Table 11: Mobile Coupons, Loyalty Venue Based $US (M) 2013-2018 69
Table 12: Acquisitions/Partnerships in Location-Based Services 71
Table 13: Global Market Size of LBS $US (M) 2013-2018 71
Table 14: LTE Global Market Size of LBS $US (M) 2013-2018 72
Table 15: Global Gaming Apps and Ads Market $US (M) 2013-2018 73
Table 16: Global LTE Gaming Apps, Ads and Subscription $US (M) 2013-2018 73
Table 17: LTE Data (Video, Web Browsing, Mobile Games) $US (M) 2013- 2018 74
Table 18: Revenues from Mobile/LTE Virtual Goods, US$ (M) 2013-2018 74
Table 19: Multiscreen, Streaming TV and Pay TV, VOD, $US (M) 2013-2018 76
Table 20: Revenues from Mobile/LTE Health Services, $US (M) 2013-2018 77
Table 21: Subscribe/Download, Video, Ringtone/Ringback $US (M) 2013-2018 78
Table 22: M2M Connections and Revenues $US (M) 2013-2018 79
Table 23: Connected Automobile and Revenues $US (M) 2013-2018 80
Table 24: Points of Interest about the US Public Safety Including FirstNet 81
Table 25: Revenues from LTE Public Safety, $US (M) 2013-2018 82
Table 26: Revenues from LTE Texting (Discrete Service), $US Millions, 2013-2018 82
Table 27: Global Ad Revenues from Small Cells, US$ (M) 2013-2018 84
Table 28: Revenues from Miscellaneous LTE VAS, $US (M) 2013-2018 85
Table 29: LTE Value-added Services, Type of Service, $US (M) 2013-2018 86
Table 30: Major OTT Communication Service Providers 87
Table 31: LTE Value-added Services, Type of Service, $US Millions, 2013-2018 91
Table 32: Cloud Storage Providers 99
Table 33: Traditional PSTN vs. Internet Capabilities 111

Mobile Location-based Marketing Solutions Analysis and Market Forecast 2013-2018

1.0 INTRODUCTION 6
2.0 LOCATION BASED MARKETING (LBM) OVERVIEW 8
2.1 ADVERTISING VS. MARKETING 8
2.2 WHAT IS LOCATION-BASED MARKETING (LBM)? 9
2.3 LBM TECHNOLOGIES 10
2.4 LBM CHANNEL AND COMPARATIVE ANALYSIS 11
2.5 LOCATION-BASED MARKETING VALUE CHAIN 12
2.6 LATEST INDUSTRY DEVELOPMENTS 14
2.7 HOW IS LOCATION-BASED SEARCH HELPING LBM? 16
3.0 ECOSYSTEM ANALYSIS 17
3.1 MOBILE NETWORK OPERATORS 17
3.2 APPLICATION PROVIDERS 17
3.3 CONTENT PROVIDERS 17
3.4 DEVICE MANUFACTURERS 18
3.5 MERCHANTS AND LOCAL COMPANIES 18
3.6 MOBILE SOFTWARE VENDORS 18
4.0 LOCATION BASED COUPON SOLUTION ANALYSIS 19
4.1 COUPIES 19
4.1.1 WHAT IS COUPIES? 19
4.1.2 WHAT DO THEY DO? 19
4.1.3 COUPIES FUNCTIONALITY 19
4.1.4 STRENGTH OF COUPIES 20
4.1.5 BENEFITS FOR BRANDS 20
4.2 GROUPON 20
4.2.1 WHAT IS GROUPON? 21
4.2.2 WHAT DO THEY DO? 21
4.2.3 GROUPON FUNCTIONALITY 21
4.2.4 GROUPON STRENGTHS 22
4.2.5 BENEFITS FOR BRAND 22
4.3 VOUCHERCLOUD 23
4.3.1 WHAT IS VOUCHERCLOUD? 23
4.3.2 WHAT DOES VOUCHERCLOUD DO? 23
4.3.3 VOUCHERCLOUD FUNCTIONALITY 23
4.3.4 VOUCHERCLOUD STRENGTHS 24
4.3.5 BENEFITS FOR BRANDS 24
4.4 YOURBANDEALS 24
4.4.1 WHAT IS YOURBANDEALS? 25
4.4.2 WHAT DO THEY DO? 25
4.4.3 YOURBEANDEALS FUNCTIONALITY 25
4.4.4 YOURBANDEALS STRENGTHS 26
4.4.5 BENEFITS FOR BRANDS 26
4.5 YOWZA 28
4.5.1 WHAT IS YOWZA? 28
4.5.2 WHAT DO THEY DO? 28
4.5.3 YOWZA FUNCTIONALITY 28
4.5.4 YOWZA STRENGTHS 30
4.5.5 BENEFITS FOR BRANDS 30
5.0 MOBILE LOCAL SEARCH SOLUTION ANALYSIS 31
5.1 MOBILE COMMERCE ( THE COMPANY) 31
5.1.1 WHAT IS MOBILE COMMERCE? 31
5.1.2 WHAT DO THEY DO? 31
5.1.3 MOBILE COMMERCE FUNCTIONALITY 31
5.1.4 MOBILE COMMERCE 32
5.1.5 BENEFITS FOR BRANDS 34
5.2 YELP 34
5.2.1 WHAT IS YELP? 34
5.2.2 WHAT DO THEY DO? 35
5.2.3 YELP FUNCTIONALITY 35
5.2.4 YELP STRENGTHS 35
5.2.5 BENEFITS FOR BRAND 36
5.3 QYPE 36
5.3.1 WHAT IS QYPE? 36
5.3.2 WHAT DO THEY DO? 37
5.3.3 QYPE FUNCTIONALITY 37
5.3.4 QYPE STRENGTHS 37
5.3.5 BENEFIT FOR BRANDS 38
6.0 PROXIMITY MOBILE MARKETING SOLUTION ANALYSIS 39
6.1 NEOMEDIA 39
6.1.1 WHAT IS NEOMEDIA? 39
6.1.2 WHAT DO THEY DO? 39
6.1.3 BENEFITS FOR BRANDS 40
6.2 PROXAMA 40
6.2.1 WHAT IS PROXAMA? 40
6.2.2 WHAT DO THEY DO? 40
6.2.3 PROXAMA STRENGTHS 42
6.2.4 BENEFITS FOR BRANDS 42
6.3 PROXIMUS MOBILITY 42
6.3.1 WHAT IS PROXIMUS MOBILITY? 42
6.3.2 WHAT DO THEY DO? 44
6.3.3 PROXAMA STRENGTHS 45
6.4 SCANBUY 45
6.4.1 WHAT IS SCANBUY? 45
6.4.2 WHAT DO THEY DO? 45
6.4.3 SCANBUY STRENGTHS 47
7.0 MARKET FORECAST 48
7.1 LOCATION BASED SERVICE (LBS) REVENUE MARKET SHARE 2013 ? 2018 48
7.2 LOCATION-BASED SEARCH DEVICES BY MOBILE OS 2013 49
7.3 GLOBAL MOBILE LBM REVENUE 2013-2018 49
7.4 REGIONAL DISTRIBUTION OF MOBILE LBM REVENUE 2013 ? 2018 50
7.5 MOBILE LBM REVENUE BY MOBILE SEARCH VS. DISPLAY 2013-2018 51
7.6 MOBILE LBM REVENUE BY AD FORMAT 2013 – 2018 52
8.0 CONCLUSIONS AND RECOMMENDATIONS 53
8.1 CONCLUSIONS 53
8.1.1 LBM IS A BRIDGE TO MOBILE COMMERCE 53
8.1.2 LBM AND MOBILE COMMERCE: A CONTINUUM OF OPPORTUNITIES 54
8.2 RECOMMENDATIONS 57
8.2.1 MOBILE NETWORK OPERATORS 57
8.2.2 INFRASTRUCTURE PROVIDERS 64
8.2.3 WIRELESS DEVICE AND OS PROVIDERS 65
8.2.4 RETAILERS 66

Appendix: Location Technologies

List of Graphs

Figure 1: Differences between Advertising and Marketing 9
Figure 2: Location-based Marketing Value Chain 13
Figure 3: Technology and Mobile Data Collection Model 14
Figure 4: COUPIE Functionality 20
Figure 5: Groupon One Touch Solution Interface 22
Figure 6: Vouchercloud Discount Coupons 24
Figure 7: YourbanDeals Location Finder Application 26
Figure 8: Yowza Promotional Deal 29
Figure 9: Monetized Search vs. Display to Search 32
Figure 10: Top Mobile Search by Category 33
Figure 11: Top 20 Mobile Search Terms 34
Figure 12: Yelp Interactive Map 35
Figure 13: Qype Location Finder 37
Figure 14: NeoMedia Barcode 39
Figure 15: Proxama Services 41
Figure 16: Proxama Comparison Dashboard 44
Figure 17: Scanbuy Barcode Reader 46
Figure 18: LBS ROI Share among Region 2013 49
Figure 19: Mobile OS Share of LBS Devices 49
Figure 20: Global Mobile Location Based Marketing Revenue 2013 ? 2018 50
Figure 21: Mobile LBM Revenue by Mobile Search vs. Display 2013-2018 51

List of Tables

Table 1: Comparison of LBM Channels 12
Table 2: Regional Mobile LBM Revenue ($B) 2013 – 2018 50
Table 3: Mobile LBM Revenue by Ad Format ($M) 2013 – 2018 52

Rich Communications Services (RCS): Market Opportunities and Forecast 2013 ? 2018

Executive Summary 4
Introduction 5
Voice over LTE (VoLTE) 5
The Benefits of “Dialable” VoIP 5
Rich Communications Service (RCS) 7
RCS is a Value-added Service (VAS) 7
RCS/joyn? 8
Release Standards and joyn 10
RCS/joyn? Status 11
Issues and Challenges with RCS/joyn 12
RCS without joyn 13
RCS Technical and Business Issues 15
Overview 15
RCS and IMS 16
RCS Use Cases 16
Core RCS Feature Functionality 18
Rich Calls 18
Rich Messaging 19
RCS and Video 19
Enhanced Address Book 20
Future RCS Functionality and Applications 21
RCS in Mobile Commerce 21
RCS and Cloud Storage/Access 24
RCS and LTE Direct 25
RCS Market Analysis and Forecasts 25
RCS/joyn Revenue Forecasts 26
RCS Market Drivers 28
RCS vs. OTT Applications 28
No Cost and Low Cost VoIP 29
No Cost and Low Cost Texting 29
OTT Service Provider Comparative Analysis 30
Mobile Network Operators (MNO) versus OTT Players 31
MNO and OTT Coexistence? 33
RCS and Enterprise Customers 34
RCS and Social 36
RCS Industry Support 38
RCS and other VAS Enablers 38
Presence 38
Identity, Personal Data, and Preference Management 42
Telecom API and Management 44
Role and Importance of Telephony API 45
Summary and Recommendations 47
Appendix: NGN Technologies 50
Technical Overview of IMS and SDP 50
SDP Architecture 50
SDP and OSS/BSS 51
IP Multimedia Subsystem (IMS) 53
Technologies Supporting IMS 56
IMS and SIP 56

List of Graphs

Figure 1: Voice over LTE (VoLTE) 5
Figure 2: Dynamic Address Book (DAM) 6
Figure 3: Legacy Services, RCS-e, and RCS5 10
Figure 4: RCS and Network Topology 15
Figure 5: RCS, APIs, and Applications 17
Figure 6: Integrating Applications and Content with RCS 21
Figure 7: Mobile Commerce in RCS 22
Figure 8: OTT Service Providers vs. Mobile Operators 33
Figure 9:. Corporate/Enterprise Dashboard 35
Figure 10: Enterprise Dashboard: Employee Locator Application 36
Figure 11: RCS and Presence-enabled Applications 42
Figure 12: RCS and Services Blending 48

List of Tables

Table 1: RCS/joyn? Subscribers (M) by Region 2013-2018 26
Table 2: RCS/joyn? Subscriber Revenues by Region ($US M) 2013-2018 27
Table 3: RCS/joyn? Mobile Ad Revenue by Region, ($US M) 2013-2018 27
Table 4: Major OTT Communication Service Providers 31

Mobile Value-added Services (VAS) in 4G: Market Analysis and Forecasts for LTE-based VAS 2013 – 2018

1.0 EXECUTIVE SUMMARY 8
2.0 INTRODUCTION 10
3.0 LONG TERM EVOLUTION (LTE) 11
3.1 LTE 2013 STATUS UPDATE 11
3.2 LTE SUBSCRIPTIONS 13
3.3 LTE RELEASE 11 AND THE ROADMAP BEYOND 14
3.4 LTE DIRECT 16
3.5 LTE DIRECT APPLICATIONS 18
4.0 LTE VALUE-ADDED SERVICES (VAS) 21
4.1 ASSUMPTIONS ABOUT MOBILE SUBSCRIPTIONS AND MOBILE DATA 21
4.2 MOBILE DATA 23
4.3 MOBILE ADVERTISING 23
4.4 API-BASED APPS DOWNLOADS 28
4.5 SOCIAL NETWORKING/MATCHING 29
4.6 COUPONS, LOYALTY AND VENUE-BASED SERVICES 32
4.7 GEO-LOCATION BASED SERVICES 34
4.8 MOBILE GAMING 37
4.9 MOBILE VIRTUAL GOODS 39
4.10 VIDEO, TV, PAY-TV AND SECOND-SCREEN 39
4.11 MOBILE HEALTH 41
4.12 MUSIC SERVICES (INCLUDING RINGBACK AND RINGTONES) 42
4.13 MACHINE-TO-MACHINE (M2M) 43
4.14 CONNECTED VEHICLES 44
4.15 PUBLIC SAFETY LTE 45
4.16 MESSAGING, TEXTING, AND SMS (NOT RELATED TO RCS) 47
4.17 SMALL CELL TARGETED ADVERTISING 47
4.18 MISCELLANEOUS SUBSCRIPTION SERVICES 49
4.19 LTE VAS ROLL-UP 49
5.0 THE MOST ACTIVELY ANTICIPATED VAS: VOLTE 51
5.1 HOW VOLTE WORKS 51
5.2 WHY VOLTE IS IN THE BEST INTERESTS OF MOBILE OPERATORS 52
5.2.1 MANAGEMENT OF MACRO SPECTRUM 52
5.2.2 GREATER EFFICIENCY OF MICRO SPECTRUM 53
5.2.3 IMPROVED QOS 53
5.2.4 LESS HARDWARE AND COTS EQUIPMENT 53
5.2.5 ROAMING WILL BE DRAMATICALLY EASIER 53
5.2.6 LESS EXPENSIVE PER BIT BACKHAUL 54
5.2.7 COMPARABLE DEVICE PERFORM BETTER ON LTE THAN ON 3G NETWORKS 54
5.3 FACTORS THAT COULD SLOW THE GROWTH OF VOLTE 54
5.3.1 SPECTRUM ISSUES INCLUDING THE LACK OF GLOBALLY HARMONIZED SPECTRUM 55
5.3.2 LACK OF SPECTRUM COHERENCY IN THE UNITED STATES 55
5.3.3 DEVICE MANUFACTURERS ARE RETICENT TO SUPPORT VOLTE 56
5.3.4 TECHNICAL CHALLENGES IN THE NETWORK 57
5.3.5 RELAXED RULES ON NETWORK SHARING IN THE EUROPEAN COMMISSION 58
5.3.6 THE GLOBAL RECESSION CONTINUES 58
5.4 THE STATUS OF CURRENT VOLTE MOBILE OPERATORS 58
6.0 RICH COMMUNICATIONS SUITE (RCS) 60
6.1 RCS/JOYN? 60
6.2 RELEASE STANDARDS, SUITES AND PROFILES IN THE JOYN? PLATFORM 61
6.3 RCS/JOYN? AS OF TODAY 63
6.4 RCS/JOYN? AND THE ELEPHANT IN THE ROOM 64
6.5 RCS APPROACHES NOT INVOLVING JOYN? 64
6.6 OTT SERVICE PROVIDERS 65
6.7 MOBILE OPERATORS VERSUS OVER-THE-TOP SERVICE PROVIDERS 67
6.8 MOBILE OPERATORS AND OTT PROVIDERS: COEXISTENCE? 68
6.9 RCS/JOYN REVENUES 69
7.0 PROSPECTS FOR VOLTE AND RCS DEPLOYMENTS BY REGION 72
7.1 ASIA PACIFIC 73
7.1.1 AUSTRALIA 74
7.1.2 CHINA 75
7.1.3 HONG KONG 76
7.1.4 INDIA 77
7.1.5 JAPAN 78
7.1.6 SOUTH KOREA 80
7.1.7 REST OF ASIA PACIFIC 81
7.1.8 FORECAST ASIA PACIFIC VOLTE 82
7.2 CALA 83
7.2.1 ARGENTINA 84
7.2.2 BRAZIL 85
7.2.3 CHILE 86
7.2.4 COLOMBIA 87
7.2.5 MEXICO 87
7.2.6 PUERTO RICO 88
7.2.7 REST OF CALA 88
7.2.8 FORECAST CALA VOLTE 89
7.3 EASTERN EUROPE 90
7.3.1 HUNGARY 91
7.3.2 POLAND 92
7.3.3 ROMANIA 92
7.3.4 RUSSIA 93
7.3.5 REST OF EASTERN EUROPE 95
7.3.6 FORECAST EASTERN EUROPE VOLTE 96
7.4 MIDDLE EAST AND AFRICA 96
7.4.1 CONTINENTAL AFRICA 97
7.4.2 SAUDI ARABIA 97
7.4.3 SOUTH AFRICA 99
7.4.4 REST OF MIDDLE EAST AND AFRICA 100
7.4.5 FORECAST MIDDLE EAST AND AFRICA VOLTE 101
7.5 NORTH AMERICA 101
7.5.1 TIMELINE OF ACTIVITIES IN THE NORTH AMERICAN MARKET 102
7.5.2 AT&T 104
7.5.3 BELL MOBILITY 105
7.5.4 CLEARWIRE 106
7.5.5 ROGERS WIRELESS 107
7.5.6 SPRINT 107
7.5.7 TELUS MOBILITY 108
7.5.8 T-MOBILE/METROPCS 109
7.5.9 VERIZON WIRELESS 110
7.5.10 REST OF REGION NORTH AMERICA 111
7.5.11 FORECAST NORTH AMERICA VOLTE 112
7.6 WESTERN EUROPE 112
7.6.1 STRATEGIES OF THE PAN-EUROPEAN MOBILE CARRIERS 113
7.6.2 FRANCE 116
7.6.3 GERMANY 117
7.6.4 ITALY 118
7.6.5 SPAIN 119
7.6.6 SWEDEN 120
7.6.7 UNITED KINGDOM 120
7.6.8 REST OF WESTERN EUROPE 121
7.6.9 FORECAST WESTERN EUROPE VOLTE 123
7.7 ROLL-UP FORECAST GLOBAL VOLTE 124
8.0 VENDOR ANALYSIS 125
8.1 EMPIRIX 125
8.2 OPENCLOUD 126
8.3 OPENMIND NETWORKS 128
8.4 SAMSUNG 129
8.5 TROPO 130
9.0 CONCLUSIONS AND RECOMMENDATIONS 133
9.1 CARRIERS 133
9.2 CONTENT PROVIDERS 135
9.3 APPLICATION DEVELOPERS 136
9.3.1 CONSUMER MARKET 137
9.3.2 ENTERPRISE MARKET 138
9.3.3 INDEPENDENTS 138
9.4 INFRASTRUCTURE PROVIDERS 141
9.4.1 ERICSSON 142
9.4.2 HUAWEI 142
9.4.3 NOKIA SIEMENS NETWORKS 143
9.4.4 ALCATEL-LUCENT 143
9.4.5 ZTE 143
9.5 WIRELESS DEVICE PROVIDERS 146
9.5.1 OVERVIEW 146
9.5.2 LTE HANDSET ISSUES 148
10.0 GLOSSARY 151
11.0 APPENDICES 155
11.1 LTE TECHNOLOGY AND ARCHITECTURE 155
11.1.1 LTE TECHNOLOGY 155
11.1.2 LTE ADVANCED 158
11.1.3 LTE INFRASTRUCTURE ELEMENTS AND ARCHITECTURE 159
11.2 LTE ARCHITECTURE DETAILS 168
11.2.1 SERVICE ARCHITECTURE 169
11.2.2 LAYER 2 OF LTE 170
11.2.3 DOWNLINK LOGICAL 171
11.2.4 UPLINK LOGICAL 172
11.2.5 MOBILITY ACROSS ENBS 173
11.3 IP MULTIMEDIA SUBSYSTEM (IMS) 174
11.4 SERVICE CENTRALIZED AND CONTINUITY APPLICATION SERVER (SCC) 177

List of Graphs

Figure 1. Depiction of LTE Direct Public Expression 16
Figure 2. Qualcomm Differentiated Apps/Services for Proximate Discover 18
Figure 3. Evolution of Mobile Advertising 24
Figure 4. VoLTE Commitments and Deployments, GSA May 2013 59
Figure 5. Legacy Services, RCS-e, and RCS5 62
Figure 6. OTT Service Providers vs. Mobile Operators 68
Figure 7: Dynamic Address Book (DAM) 135
Figure 8: Wireless Network Infrastructure RAN Vendor Ranking Matrix 2012 144
Figure 9: Core Network Vendor Ranking Matrix 2012 145
Figure 10: 4G Handset Technical Issues 150
Figure 11: LTE E-UTRAN Infrastructure Network Elements 160
Figure 12: LTE EPC Infrastructure Network Elements 165
Figure 13: Understanding LTE Network Elements and Channels 170
Figure 14: IMS Planes 175
Figure 15: IMS Model 176
Figure 16: Service Centralized and Continuity Application Server 177

List of Tables

Table 1. Global Value of All LTE VAS, $US Millions, 2013- 2018 8
Table 2. LTE in 2013 12
Table 3. LTE Subscriptions, by Region, Subscriptions Millions, 2013-2018 14
Table 4. Formal Status of LTE Release 10, 11, and 12 15
Table 5. Mobile Subscriptions by 2G/3G and LTE, Subscriptions Millions, 2013-2018 21
Table 6. Mobile Data Consumption per Mobile Subscription, by 2G/3G and LTE, Subscriptions Millions, PB, 2013-2018 22
Table 7. Estimate Revenues Made by Mobile Operators. From Data Usage Plans, % of Which Comes From LTE, $US Millions, 2013-2018 23
Table 8. Mobile Advertising Revenues by Type and by Device, all Mobile, $US Millions, 2013-2018 26
Table 9. Mobile Advertising Revenues Derived from LTE VAS, by Type and by Device, $US Millions, 2013-2018 26
Table 10. Size of Mobile Apps Market (less Embedded Advertising), Revenues from LTE, $US Millions, 2013-2018 28
Table 11. Financial Milestones in Social Media 29
Table 12. Metrics, Tendencies, and Nuances in Mobile Social Networking 30
Table 13. Estimated LTE VAS Revenues from Social Networking Sites (Memberships and Ad Revenues), $US Millions, 2013-2018 32
Table 14. Value of Mobile Coupon Redemptions, LTE, $US Millions, 2013-2018 34
Table 15. Value of Mobile Coupons, Loyalty-Based, and Venue Based Services, All Mobile and LTE, $US Millions, 2013-2018 34
Table 16. Acquisitions of Location-Based Services Companies or Technical Collaborations 36
Table 17. Global Market Size of Location-Based Services (LBS) and Ad Revenues from LBS, $US Millions, 2013-2018 36
Table 18. LTE Global Market Size of Location-Based Services (LBS) and Ad Revenues from LBS, $US Millions, 2013-2018 37
Table 19. Revenues from Global Gaming Apps Market and From Ads from the Mobile Gaming Market, $US Millions, 2013-2018 37
Table 20. Revenues from Global LTE Gaming Apps Market, LTE Mobile Ads, and LTE Gaming Subscription Services, $US Millions, 2013-2018 38
Table 21. Approximate Value of LTE Data for Video, Web Browsing and Internet, and used to Play Mobile Games, $US Millions, 2013- 2018 38
Table 22. Revenues from Mobile Virtual Goods and from LTE Virtual Goods, US$ Millions, 2013-2018 39
Table 23. Revenues from Multiscreen, Streaming TV Services and Pay TV, VOD, Revenues from LTE, $US Millions, 2013-2018 41
Table 24. Revenues from Mobile Health Services, Revenues from LTE, $US Millions, 2013-2018 42
Table 25. Revenues from Music Subscriptions Services, Songs Downloads, Music Videos, Ringtones, and Ring-backs, Revenues from LTE, $US Millions, 2013-2018 43
Table 26. M2M Cellular Connections and Revenues, LTE Connections and Revenues, Subs Millions, $US Millions, 2013-2018 44
Table 27. Connected Automobile and Revenues from Automotive VAS, Connections that are LTE and Revenues, $US Millions, 2013-2018 45
Table 28. Points of Interest about the US Public Safety Including FirstNet 45
Table 29. Revenues from LTE Public Safety, $US Millions, 2013-2018 47
Table 30. Revenues Derived by Mobile Operators from LTE Texting (Discrete Service), $US Millions, 2013-2018 47
Table 31. Global Ad Revenues from Small Cells, US$ Millions, 2013-2018 48
Table 32. Revenues from Miscellaneous LTE VAS, $US Millions, 2013-2018 49
Table 33. LTE Value-added Services, Type of Service, $US Millions, 2013-2018 50
Table 34. Major OTT Communication Service Providers 66
Table 35. RCS/joyn? Subscribers, LTE Subs, by Region, Subs Millions, 2013-2018 69
Table 36. RCS/joyn? Subscriber Revenues, Revenues from LTE, by Region, $US Millions, 2013-2018 70
Table 37. RCS/joyn? Mobile Ad Revenues, Revenues from LTE, by Region, $US Millions, 2013-2018 71
Table 38. Asia Pacific VoLTE Subscribers, VoLTE Revenue and VoLTE POP, Revenues US$Millions, Subscribers and POP in Thousands, 2013-2018 83
Table 39. Brazil Mobile Subscriptions (as of May 2013), Subscriptions in Millions, % of Overall Market 85
Table 40. CALA VoLTE Subscribers, VoLTE Revenue and VoLTE POP, Revenues US$Millions, Subscribers and POP in Thousands, 2013-2018 89
Table 41. Local Eastern European Mobile Operators Owned by pan-European Operators, Subscribers in Millions, Ownership by Operator 90
Table 42. Eastern Europe VoLTE Subscribers, VoLTE Revenue and VoLTE POP, Revenues US$Millions, Subscribers and POP in Thousands, 2013-2018 96
Table 43. Middle East and Africa VoLTE Subscribers, VoLTE Revenue and VoLTE POP, Revenues US$Millions, Subscribers and POP in Thousands, 2013-2018 101
Table 44. Long-term Objectives of Sprint Network Vision 107
Table 45. North America VoLTE Subscribers, VoLTE Revenue and VoLTE POP, Revenues US$Millions, Subscribers and POP in Thousands, 2013-2018 112
Table 46. European Countries where pan-European Carriers have National Markets 113
Table 47. Vodafone LTE and RCS/joyn? Presence in Europe 114
Table 48. Western Europe VoLTE Subscribers, VoLTE Revenue and VoLTE POP, Revenues US$Millions, Subscribers and POP in Thousands, 2013-2018 123
Table 49. Global VoLTE Subscribers, VoLTE Revenue and VoLTE POP, Revenues US$Millions, Subscribers and POP in Thousands, 2013-2018 124

Telephony Application Programmer Interface (API): Ecosystem, Value-chain, Business Models and Market Opportunities

1.0 EXECUTIVE SUMMARY 5
2.0 INTRODUCTION 6
2.1 WHAT IS AN API? 6
2.2 WHAT ARE TELEPHONY API’S? 6
2.3 TELEPHONY API TYPES 6
2.3.1 MESSAGING API’S 6
2.3.2 LOCATION 7
2.3.3 PAYMENTS 7
2.3.4 VOICE/SPEECH 7
2.3.5 SUBSCRIBER DATA MANAGEMENT AND IDENTITY 7
3.0 MARKET FOR TELEPHONY API’S 8
3.1 DRIVERS FOR TELEPHONY API’S 8
3.2 API APPLICATION USE CASES/APPLICATIONS 8
3.2.1 PERSONAL INFORMATION MANAGEMENT AND COMMUNICATIONS 8
3.2.2 RETAIL SHOPPING 11
3.2.3 CLOUD STORAGE/ACCESS 11
3.2.4 FRIEND FINDER 12
3.2.5 INTERNET OF THINGS 12
3.3 ADDRESSABLE MARKET 13
3.4 CURRENT MARKET 14
4.0 TELEPHONY API BUSINESS MODELS 15
4.1 MODEL ONE 15
4.2 MODEL TWO 15
4.3 MODEL THREE 15
5.0 THE TELEPHONY API ECOSYSTEM AND VALUE CHAIN 16
5.1 API MANAGEMENT AND THE ROLE OF AGGREGATORS 17
5.1.1 THE ROLE OF AGGREGATORS 17
5.1.2 CASE EXAMPLE: LOCATION 17
5.1.3 CASE EXAMPLE: IDENTITY 19
5.2 API AGGREGATOR COMPANIES TO MANAGE CORE APIS 20
5.2.1 PRESENCE DETECTION DATA 21
5.2.2 LOCATION DETERMINATION DATA 21
5.2.3 SERVICE CONFIGURATION MANAGEMENT (SCM) 21
5.2.4 SUBSCRIBER DATA MANAGEMENT (SDM) 21
6.0 LEADING API COMPANIES 22
6.1 2600 HZ 22
6.1.1 STRENGTHS 22
6.1.2 WEAKNESSES 23
6.1.3 OPPORTUNITIES 23
6.1.4 THREATS 23
6.2 CALLFIRE 23
6.2.1 STRENGTHS 24
6.2.2 WEAKNESSES 24
6.2.3 OPPORTUNITIES 24
6.2.4 THREATS 24
6.3 PLIVO 24
6.3.1 STRENGTHS 24
6.3.2 WEAKNESSES 24
6.3.3 OPPORTUNITIES 24
6.3.4 THREATS 24
6.4 TROPO 25
6.4.1 STRENGTHS 25
6.4.2 WEAKNESSES 25
6.4.3 OPPORTUNITIES 25
6.4.4 THREATS 25
6.5 TWILIO 25
6.5.1 STRENGTHS 25
6.5.2 WEAKNESSES 26
6.5.3 OPPORTUNITIES 26
6.5.4 THREATS 26
6.6 URBAN AIRSHIP 26
6.6.1 STRENGTHS 26
6.6.2 WEAKNESSES 26
6.6.3 OPPORTUNITIES 26
6.6.4 THREATS 26
6.7 VOXEO 27
6.7.1 STRENGTHS 27
6.7.2 WEAKNESSES 27
6.7.3 OPPORTUNITIES 27
6.7.4 THREATS 27
7.0 API MANAGEMENT 28
7.1 LAYER 7 28
7.2 MASHERY 28
8.0 API COMPANY COMPARATIVE ANALYSIS 30
9.0 API COMPANY ACQUISITIONS 31
10.0 POTENTIAL ACQUIRING COMPANIES 32
10.1 CARRIER INFRASTRUCTURE PROVIDERS 32
10.1.1 ALCATEL-LUCENT 32
10.1.2 ERICSSON 32
10.1.3 NOKIA SIEMENS NETWORKS 32
10.2 PORTALS 32
10.2.1 YAHOO! 32
10.3 SERVICE BUREAU COMPANIES 33
10.3.1 IBM 33
10.3.2 NEUSTAR 33
10.3.3 SYNIVERSE 33
10.3.4 TRANSACTION NETWORK SERVICES (TNS) 34
10.4 TECHNOLOGY COMPANIES 34
10.4.1 CA TECHNOLOGIES 34
10.4.2 INTEL 35
11.0 POTENTIAL ACQUISITIONS 36
11.1 APIGEE 36
11.1.1 ABOUT APIGEE 36
11.1.2 WHY APIGEE 36
11.1.3 WHO WOULD ACQUIRE THEM? 36
11.2 URBAN AIRSHIP 36
11.2.1 ABOUT URBAN AIRSHIP 36
11.2.2 WHY URBAN AIRSHIP 36
11.2.3 WHO WOULD ACQUIRE THEM? 36
11.3 VOXEO 37
11.3.1 ABOUT VOXEO 37
11.3.2 WHY VOXEO 37
11.3.3 WHO WOULD ACQUIRE THEM? 37
11.4 NON PURE-PLAY API MANAGEMENT COMPANIES 37
12.0 FUTURE OF TELEPHONY API’S 38
12.1 CARRIERS AND THE FUTURE OF TELEPHONY API’S 38
12.1.1 CARRIERS, API’S AND OTT 39
12.2 TELEPHONY API ECOSYSTEM TO BENEFIT ENTERPRISE 39
12.3 CONSOLIDATION IN THE API INDUSTRY 39

Mobile Location Commerce 2013 – 2018

1.0 EXECUTIVE SUMMARY 6
2.0 INTRODUCTION 11
2.1 LOCATION COMMERCE METHODOLOGY 14
2.2 LOCATION ADVERTISING 15
2.2.1 POSITION DETERMINING EQUIPMENT (PDE) 16
2.2.2 MOBILE POSITIONING CENTER (MPC) 17
2.2.3 GEOGRAPHIC INFORMATION SYSTEM (GIS) 18
2.2.4 LOCATION-SPECIFIC CONTENT 19
2.3 SATELLITE-BASED TECHNOLOGIES OVERVIEW 21
2.3.1 GEOSTATIONARY SATELLITES 23
2.4 GLOBAL POSITIONING SYSTEM 25
2.4.1 GPS COVERAGE 29
2.4.2 GPS CALCULATIONS 30
2.4.3 SATELLITE POSITION DETERMINATION 31
2.4.4 CALCULATION OF A GPS DEVICE’S DISTANCE FROM A SATELLITE 32
2.4.5 LTE BENEFITS FOR THE LBS 34
2.4.6 CONCLUSION 40
2.4.1 USING LOCATION COMMERCE AS OFFLINE APPLICATION TO INCREASE PROFIT 40
3.0 LOCATION COMMERCE: MISSING LOOP IN MOBILE COMMERCE VALUE CHAIN 42
3.1 LOCATION-BASED E-COMMERCE 42
3.1.1 GOOGLE LOCAL AND GOOGLE MAPS ON MOBILE DEVICES 43
3.1.2 LOCATION BASED SERVICE GAMING 44
3.2 GOOGLE IN LOCATION COMMERCE 47
3.2.1 GOOGLE+ AND LOCATION SERVICES 48
3.2.2 FACEBOOK SOCIAL SELLING VS GOOGLE+ SOCIAL SELLING 48
3.3 APPS FOR LOCATION COMMERCE 51
3.4 LOCATION COMMERCE MOBILE APPS PERFORMANCE 53
3.4.1 CASE STUDY FOURSQUARE 53
3.4.2 CASE STUDY YELP 54
3.4.3 CASE STUDY LOOPT 55
3.5 LOCATION COMMERCE PROS AND CONS 56
3.5.1 PROS 56
3.5.2 CONS 56
3.6 LOCATION COMMERCE CHALLENGES 59
3.7 LOCATION-BASED ADVERTISING 60
3.7.1 CASE STUDY: THE USE OF LBS IN MOBILE ADVERTISING 60
4.0 SOCIAL-BASED LOCATION SERVICES 63
4.1 FACEBOOK CHECK-IN SERVICE 63
4.2 SOCIAL MEDIA BENEFITS TO THE LOCATION COMMERCE 64
4.3 SOCIAL MEDIA + MOBILE SOLUTIONS + CLOUD COMPUTING 71
4.3.1 MOBILE OS OVERVIEW 73
4.3.2 APPLICATIONS AND APPLICATION STORE OVERVIEW 73
4.3.3 SOCIAL MEDIA ACCESS 74
4.3.4 INFRASTRUCTURE AS A SERVICE (IAAS) 77
4.3.5 PLATFORM AS A SERVICE (PAAS) 78
4.3.6 SOFTWARE AS A SERVICE (SAAS) 78
4.3.7 SOMOCLO OVERVIEW 79
4.3.8 OVERALL ANALYSIS 82
4.4 SOMOCLO MARKET ANALYSIS 83
4.4.1 MARKET SHARE 83
4.4.2 MARKET ANALYSIS 88
4.4.3 MARKET PREDICTIONS 91
4.4.4 BUSINESS OPPORTUNITIES 93
5.0 LOCATION COMMERCE MARKET ANALYSIS 97
5.1 BENEFITS OF THE LOCATION COMMERCE TO MOBILE COMMERCE VENDORS 98
5.1.1 LOCATION COMMERCE MARKET FOR MOBIL