2007 Global Mobile - Data and Content Markets

2007 Global Mobile - Data and Content Markets

This annual report offers a wealth of information on the worldwide mobile data market. It also includes an overview of the mobile data markets on a regional level. Subjects covered include:

Mobile data infrastructure and developments
Mobile data services including SMS, MMS and Mobile TV
Mobile commerce and micropayments
Triple play in the mobile market
Mobile content including gambling, games, Internet, music and adult content
Telemetry, Automatic Data Capture and RFID
Location Based Services and GPS
Mobile handsets

Mobile data is the answer to the declining revenues currently being experienced by the mobile industry. By 2015 it is expected that most mobile revenue will come from data. However, business models will need to change for this to occur – users will only want to access mobile data services if they are provided at low cost. For many mobile operators this is going to require significant changes to their current voice-centric business models.

One of the major areas where high-speed services are needed is in mobile data communications. To compete with fixed broadband, it is essential for reliable high-speed wireless technologies to be developed. Wireless broadband is much more suited for the delivery of mobile data than 3G, and the infrastructure also has more potential for the delivery of Voice over Internet Protocol (VoIP). These are two reasons why wireless broadband could start challenging 3G in the next decade.

While many countries are still considering the introduction of 3G, the industry has already developed 3¼G and beyond, with technologies such as High Speed Downlink Packet Access (HSDPA). Linking fixed and mobile together on IP Multimedia System (IMS) is another development, allowing for mobile TV and triple play models.

To try and stay ahead of developments in the fixed broadband market, the mobile industry is developing its own triple play models, where voice, data and video are bundled.

Consumer need for greater bandwidth will continue to push the evolution from 3G to 4G. Increasingly users will require high data rates, similar to those on fixed networks, and they will want superior services – good video and sound quality for example. More bandwidth would also allow for more sophistication in receiving and managing large quantities of information and improve personalisation services. Convergence with other network (enterprise, fixed) services will also come about through the high session data rates.

By 2015 the mobile content market could be worth well in excess of $1 trillion, with voice comprising only a 10% share of the market – if the industry gets it right. Currently mobile operators are still not opening up their networks for mobile content; one of the main reasons being that the current mobile technologies are not well-suited for the delivery of what the market calls ‘rich experience’ content (multimedia, video, etc). So for now mobile data traffic will continue to comprise mostly SMS, followed by ringtones and a small proportion of everything else. The focus of the mobile operators will also remain on protecting their lucrative voice business for the time being.

Developments in mobile commerce are continuing, with banks and merchants beginning to show an interest in collaborating with mobile operators. With the introduction of contactless cards using Near Field Communications (NFC); this industry sector is beginning to show some signs of revival.

Handset development is also forging ahead with the introduction of the mobile wallet using technologies such as NFC, Radio Frequency Identification (RFID), bar codes, and visual recognition.

This report provides analyses, statistics and trends on the mobile data and content markets, including a brief overview of regional developments. It provides information on the 3¼G technologies in development, including HSDPA and IMS, and also a discussion on the technologies that are being used to bridge the gap between the well established 2G and the much vaunted 3G, such as GPRS, EDGE, HSCSD and i-mode.

The report also includes an overview and statistics on the various mobile content services such as music, gambling, adult content and mobile TV. Other topics covered include the mobile commerce market, telemetry, Location-Based Services (LBS), Global Positioning Services (GPS), and Automatic Data Capture including RFID - which is predicted to gain popularity due to a growing awareness of its benefits to many industries.

1. AN OVERVIEW & ANALYSIS 2007 - THE ROLE OF WIRELESS BROADBAND
1.1 Introduction
1.2 From WiMAX and 3G to 4G mobile
1.2.1 Service evolution
1.2.2 How to move forward?
1.2.3 What went wrong with mobile data?
1.2.4 Demand is there, supply is failing
1.3 Overview of market developments
1.3.1 Mobile data ARPU on the rise - 2006
1.4 Analysis - moving into 2007
1.4.1 The end of the mobile handset, or not
1.4.2 Cellular-based mobile data developments
1.4.3 Mobile - wireless integration
1.4.4 EVDO: successful for business mobile data
1.4.5 Wireless broadband next year or perhaps the year after, or….
1.4.6 Content providers giving up hope
1.4.7 The end of the line for large-scale mobile data
1.4.8 How to proceed from here


2. MOBILE DATA INFRASTRUCTURE (2G, 3G, 4G)
2.1 GPRS, EDGE, HSCSD
2.1.1 Introduction
2.1.2 General Packet Radio Services (GPRS)
2.1.3 High-Speed Circuit Switched Data (HSCSD)
2.1.4 EDGE
2.1.5 i-mode
2.2 HSDPA & IMS
2.2.1 Unique features of mobile data
2.2.2 High-Speed Downlink Packet Access (HSDPA)
2.2.3 HSDPA statistics
2.2.4 Analysis - will HSDPA dethrone WiMAX?
2.2.5 IP Multimedia System (IMS)
2.2.6 IMS statistics
2.3 Infrastructure developments
2.3.1 Infrastructure options
2.3.2 Bypassing the fixed network bottleneck
2.3.3 The concept of Wireless Local Loop (WLL)
2.3.4 Applications
2.3.5 Mobile-based infrastructure
2.3.6 Fixed wireless broadband infrastructure (1st generation)
2.3.7 Digital TV (DTV)
2.3.8 Spread spectrum infrastructure
2.3.9 Room for free wireless broadband


3. SHORT MESSAGE SERVICE (SMS)
3.1 Introduction
3.1.1 A market grown by default
3.1.2 Skyrocketing growth driven by low access to mobiles
3.1.3 SMS in the USA
3.1.4 Instant Messaging (IM)
3.1.5 Premium SMS
3.2 SMS and IM statistics and forecasts
3.2.1 IM statistics 2006
3.2.2 SMS statistics 2006
3.2.3 IM statistics 2005
3.2.4 SMS statistics 2005
3.2.5 IM statistics 2004
3.2.6 SMS statistics 2003 - 2004
3.3 SMS market analysis
3.3.1 Will SMS grow beyond its current niche market?
3.4 SMS trends and developments
3.4.1 SMS translation services
3.4.2 SMS pornography
3.4.3 Permission-based SMS
3.5 IMS market
3.5.1 Collaboration on improving systems
3.6 Unstructured Supplementary Service Data (USSD)
3.6.1 Store-and-forward messaging services
3.6.2 Key benefits
3.6.3 Early providers
3.6.4 Analysis


4. MULTIMEDIA MESSAGING SERVICE (MMS)
4.1 Introduction
4.2 Analysis of MMS and other video-based mobile developments
4.2.1 The future is indeed video communications
4.2.2 International overview
4.2.3 Mobile video has been over-hyped
4.2.4 Financial and technical limitations
4.2.5 Key market 13-19 year olds
4.2.6 Market size
4.2.7 Competing technologies
4.2.8 Regulation-driven competition
4.2.9 Checking market realities
4.2.10 Who takes the lead?
4.3 Don’t write MMS off yet - another perspective
4.4 MMS statistics
4.4.1 2006 statistics and forecasts
4.4.2 2005 statistics and forecasts
4.4.3 2004 statistics and forecasts
4.5 MMS pricing statistics
4.6 MMS for criminal surveillance
4.7 MMS industry consortia


5. MOBILE TV
5.1 Mobile TV standard
5.2 Mobile TV phase 2
5.3 The mobile TV fallacy - analysis
5.4 Mobile TV and WiMAX could be a good match
5.5 The broadcaster and the mobile operator
5.6 Regional overview - mobile TV developments
5.6.1 North America
5.6.2 Latin America
5.6.3 Europe
5.6.4 Middle East
5.6.5 Africa
5.6.6 Asia
5.7 Mobile TV statistics and forecasts


6. M-COMMERCE
6.1 Introduction
6.2 Micropayments
6.2.1 Payments by mobile phone
6.3 M-commerce trends and developments
6.3.1 Global NFC standard
6.3.2 Mororola enters market
6.3.3 PayPal offers mobile services
6.3.4 Online games and micropayments
6.3.5 Mobile cash payments
6.3.6 Payments by cards
6.3.7 Collapse of SimPay
6.3.8 URL billing
6.3.9 World’s first mobile-commerce system
6.4 M-commerce analysis
6.4.1 High costs hold sector back
6.4.2 New business models required
6.4.3 M-commerce on specialised devices
6.4.4 No large residential market soon
6.4.5 Good prospects for business market
6.4.6 Smart phones and m-commerce
6.5 M-commerce and micropayment statistics and forecasts
6.5.1 2006 statistics and forecasts
6.5.2 2005 statistics and forecasts
6.5.3 2004 statistics and forecasts
6.6 Industry consortia
6.6.1 Mobile Payment Forum
6.6.2 Mobey Forum
6.6.3 Mobile Electronic Transaction (MeT)
6.6.4 PayCircle (2001 - 2005)


7. TRIPLE PLAY
7.1 Developments in mobile
7.2 2G multimedia services failed to take-off
7.3 Multimedia essential element in triple play bundle
7.4 Emerging technologies
7.4.1 HSDPA - platform for triple play
7.4.2 IP Multimedia Systems (IMS)
7.5 Unlicensed Mobile Access (UMA)
7.6 Mobile broadcast
7.6.1 Mobile Broadcast Multicast Services (MBMS)
7.6.2 Qualcomm’s MediaFLO network
7.7 What about 4G?
7.8 Conclusion


8. MOBILE CONTENT
8.1 industry and market analyses
8.1.1 A market still kept hostage
8.1.2 New marketing and distribution models
8.1.3 Mobile Digital Rights Management (MDRM)
8.2 Statistics and services
8.2.1 Mobile content statistics, trends and forecasts
8.2.2 Mobile adult content
8.2.3 Mobile email
8.2.4 Mobile gambling
8.2.5 Mobile games
8.2.6 Mobile Internet
8.2.7 Mobile music and ringtones
8.2.8 Mobile User Generated Content (UGC)
8.2.9 Mobile TV and video
8.2.10 Mobile sports
8.2.11 Mobile marketing
8.2.12 Mobile and permission-based marketing - analysis


9. TELEMETRY
9.1 Introduction
9.2 Remote monitoring
9.2.1 AMR using ZigBee
9.2.2 ZIGBEE for lighting control
9.3 Telemetry in healthcare
9.4 Near Field Communication (NFC)
9.5 Remote sensing satellites
9.6 Conclusion - analysis


10. AUTOMATIC DATA CAPTURE, RFID
10.1 Radio Frequency Identification (RFID)
10.1.1 Overview
10.1.2 RFID tags
10.1.3 Fragmented standards
10.1.4 Spectrum allocation
10.2 North America - a growing RFID market
10.2.1 Examples of RFID use
10.3 RFID statistics and forecasts
10.3.1 2006 statistics
10.3.2 2005 statistics
10.3.3 2004 statistics
10.4 Concerns about privacy
10.5 Concerns about security
10.6 Other ADC technologies
10.6.1 Bar codes
10.6.2 Magnetic stripe systems
10.6.3 Smartcards
10.6.4 Mark sense and Optical Character Recognition (OCR)
10.6.5 Vision systems
10.6.6 Voice recognition
10.6.7 Magnetic ink character recognition


11. SATELLITE - NAVIGATION, GPS, LOCATION-BASED SERVICES
11.1 Global Navigation Satellite Systems (GNSS)
11.1.1 Products of the cold war
11.1.2 History (pre-GPS)
11.1.3 Geographic information services
11.1.4 Euteltracs
11.1.5 Galileo
11.1.6 Compass from China
11.2 Location-Based Services (LBS)
11.2.1 Introduction
11.2.2 Key global LSB markets
11.2.3 Location-based technologies
11.2.4 LBS applications
11.3 Global Positioning System (GPS)
11.3.1 Introduction
11.3.2 Differential GPS
11.3.3 GPS applications
11.3.4 Other developments


12. MOBILE HANDSETS
12.1 Handset market
12.1.1 Overview
12.2 Mobile handset statistics and forecasts
12.2.1 2006 statistics
12.2.2 2004 - 2005 statistics
12.2.3 Statistics for handsets with advanced functions
12.3 Handset supplier market shares
12.4 Trends and developments
12.4.1 SIM card developments
12.4.2 The motion recognition phone
12.4.3 Multimode devices
12.4.4 Satellite phones
12.5 Safety and security issues
12.5.1 Exploding phones - problem still exists in 2006
12.5.2 Mobile phones targeted by viruses
12.6 Unsustainable handset subsidies


13. REGIONAL OVERVIEW
13.1 North America
13.1.1 USA
13.1.2 Canada


13.2 Latin America
13.2.1 Mobile data services in Latin America


13.3 Europe
13.3.1 Western Europe
13.3.2 Eastern Europe


13.4 Africa/Middle East 13.4.1 Africa
13.4.2 Middle East


13.5 Asia
13.5.1 HSDPA
13.5.2 WiMAX


13.6 Pacific region
13.6.1 Australia
13.6.2 New Zealand
13.6.3 South Pacific


14. GLOSSARY OF ABBREVIATIONS
Exhibit 1 - Ericsson and HSPA
Exhibit 2 - HSPA, HSDPA, HSUPA
Exhibit 3 - Theoretical and realistic speeds GPRS, EDGE and UMTS (Kb/s)
Exhibit 4 - Major WCDMA/EDGE global operators - October 2006
Exhibit 5 - Countries/territories where HSDPA is planned, in deployment or commercially available - 2006
Exhibit 6 - What is IMS?
Exhibit 7 - Vendors involved in GMI 2006
Exhibit 8 - Comparison of access platforms’ advantages and disadvantages
Exhibit 9 - Comparison of mobile messaging technologies
Exhibit 10 - Comparison: SMS, EMS, MMS by Ovum
Exhibit 11 - Comparison: SMS, MMS by Mobile Streams
Exhibit 12 - Mobile TV - Unicast and MBMS - 2006
Exhibit 13 - 3G R&D developments
Exhibit 14 - Mobile facts and figures
Exhibit 15 - What users want
Exhibit 16 - Key m-gambling market segments
Exhibit 17 - Examples of telemetry applications
Exhibit 18 - Market players in telemetry healthcare sector
Exhibit 19 - Near Field Communications definition
Exhibit 20 - Examples of NFC applications
Exhibit 21 - RFID spectrum frequencies and application examples
Exhibit 22 - Assisted GPS (A-GPS)
Exhibit 23 - Location-based services applications
Exhibit 24 - Global Positioning System (GPS) applications and industry use
Exhibit 25 - Australia - revenue mix PSMS


Table 1 - Mobile data revenues - leading operators - 1st quarter 2006
Table 2 - Global wireless broadband subscribers by technology - 2011
Table 3 - Mobile data as a % of operators revenue - 2005
Table 4 - Mobile data (non SMS) as a % of operators revenue - 2005
Table 5 - No. of EDGE network deployments by region - October 2006
Table 6 - i-mode subscribers and annual change - Japan - 2000 - 2006
Table 7 - No. of countries with HSDPA network commitments by region - 2006
Table 8 - Estimated number of SMS text messages sent worldwide - 2006; 2010
Table 9 - US Consumer IM Destinations and monthly growth - June/July - 2005
Table 10 - Data as a percent of revenue for top 15 companies - 2003
Table 11 - Broadcast mobile TV subscribers worldwide - 2006; 2009
Table 12 - Broadcast mobile TV revenue forecast - leading countries - 2011
Table 13 - Predictions of global m-commerce revenues - 2006, 2009 - 2010
Table 14 - Forecast of number of regional mobile users purchasing retail goods via mobile - 2010
Table 15 - Regional share of mobile entertainment revenues - 2006; 2011
Table 16 - ARPU per mobile user for voice and data by region - 2004
Table 17 - Top US mobile content and applications and annual change - February 2005
Table 18 - Type of mobile content accessed by region - early 2005
Table 19 - Global mobile adult content revenues - 2005 - 2006; 2009; 2011
Table 20 - Number of mobile game users - global monthly averages - 2005; 2010
Table 21 - Forecast mobile music revenues for Asia Pacific - 2005; 2010
Table 22 - Forecast mobile music revenues for North America - 2005; 2011
Table 23 - Growth of photo messaging in North America, France, UK - Feb 2006 - July 2006
Table 24 - Global mobile sports revenue forecast - 2006; 2011
Table 25 - Global mobile advertising spend forecast - 2007; 2011
Table 26 - European wireless patient monitoring market revenues - 2004; 2011
Table 27 - NFC-enabled mobile phone shipments worldwide - 2011
Table 28 - RFID tags sold worldwide - 2005 - 2006
Table 29 - RFID spending in US - 2002 - 2008
Table 30 - Worldwide location-based service subscribers - 2006; 2011
Table 31 - Worldwide mobile handset sales - 2004 - 2006
Table 32 - Mobile handset revenues worldwide - 2002 - 2006
Table 33 - Mobile systems sales revenue per vendor - 2004 - 2007
Table 34 - Mobile phone features desired by US users - June 2004
Table 35 - Handset supplier’s market shares - 1998 - 2005
Table 36 - Revenues PSMS market - 2004 - 2007