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市場調查報告書
商品編碼
1643864
歐洲 UCaaS 市場分析(2024-2030)Analysis of European UCaaS Market, 2024-2030 |
商業價值的提高推動了 UCaaS 的持續採用
自 2020 年初以來,宏觀經濟、社會和政治趨勢對歐洲 UCaaS 市場產生了重大影響。新冠疫情導致人們大規模轉向遠端和混合工作,擾亂了許多產業的供應鏈和經營模式,凸顯了數位轉型的必要性。這些事件推動了雲端會議、團隊通訊和呼叫以及構成 UCaaS 解決方案的桌面和行動軟體用戶端的大規模採用。
許多經濟體仍在感受到俄烏戰爭的影響,這場戰爭增加了消費者和企業的不確定性,並減緩了經濟復甦。中東地區局勢愈發動盪,銷售週期延長,交易規模縮小以及技術投資決策總體趨於謹慎,進一步加劇了這一情況。美國威脅徵收關稅和中國經濟疲軟也可能影響短期內全球客戶可用於技術投資的資源。
儘管持續的宏觀挑戰將導致購買週期延長和保守性增強,但隨著企業繼續進行必要的現代化和數位化努力,對雲端通訊和協作以及其他數位技術的投資預計將保持成長軌跡。由於失業率相對較低,大量員工重返辦公室,以及熟練員工的短缺,促使人們在技術投資中關注員工敬業度和員工體驗。我們還預計,UCaaS 市場的成長將受到更多垂直、業務線和角色特定解決方案的推動,這些解決方案是那些在首次採用 UCaaS 或在其環境中更廣泛地部署 UCaaS 之前猶豫不決的客戶所需要的。人工智慧的日益普及和多樣化人工智慧使用案例的出現可能會對技術投資產生積極和消極的影響。
不同次區域的成長率和成長軌跡各有不同。這是由於 GDP 復甦和通膨下降的速度不同、當前滲透水平不同、託管IP電話與 UCaaS 服務的採用趨勢不同,以及烏克蘭和中東戰爭的經濟和政治影響。
歐洲市場仍高度分散,前五大公司總合佔據安裝席位的35%。頂級供應商之間的市場佔有率分佈表明通訊業者繼續佔據主導地位,而雲端供應商則快速成長。併購(M&A)持續重塑歐洲的競爭格局。併購和聯盟可能會推動供應商經營模式的變化等。許多供應商將從這項運動中脫穎而出,擁有更多樣化的產品組合和利用直銷和各種合作夥伴轉售模式的打入市場策略。
關鍵成長要素包括網路所有權、品牌知名度、通路關係以及對託管IP電話和 UCaaS 服務的承諾。隨著宏觀環境的變化,與需要新電路或硬體安裝來推出其服務的供應商相比,擁有雲端原生解決方案和引人注目的基於網路或行動用戶體驗的供應商的表現持續更佳。
Enhanced Business Value Will Drive Continued UCaaS Adoption
Macro-economic, social and political trends have considerably impacted the European UCaaS market since early 2020. The COVID-19 pandemic triggered a massive shift to remote and hybrid work, disrupted supply chains and business models in many industries, and highlighted the need for digital transformation. These events catalyzed significant adoption of cloud meetings, team messaging and calling as well as desktop and mobile soft clients that comprise UCaaS solutions.
Many economies remain affected by the Russo-Ukrainian war that has contributed to increased consumer and business anxiety and slow economic recovery. Conditions are further impacted by increased unrest in the Middle East, longer sales cycles, reduced deal sizes, and an overall higher caution in technology investment decision-making. Looming tariff hikes in the US and the struggling economy in China may also affect the resources customers worldwide have available for technology investments in the near term.
While persistent macro challenges are lengthening buying cycles and increasing conservatism, we expect investments in cloud communications and collaboration and other digital technologies to remain on a growth trajectory as organizations continue their necessary efforts to modernize and digitize. Notable movements to return to the office, and scarcity of skilled employees due to relatively low unemployment are contributing to a focus on employee engagement and employee experiences in technology investments. We also expect UCaaS market growth to be aided by the availability of more vertical, line-of-business, and role-specific solutions that hesitant customers have required before they adopt UCaaS for the first time or deploy UCaaS more pervasively throughout their environments. Increased AI adoption and emergence of diverse AI use cases may both positively and negatively impact technology investments.
Growth rates and trajectories will vary across subregions. This is driven by the differing GDP recovery and inflation decline rates, divergent current penetration levels, the varied market propensity to adopt hosted IP telephony and UCaaS services, as well as economic and political exposure to the wars in Ukraine and the Middle East.
The European market remains highly fragmented with the top -five providers holding a combined 35% of installed seats. The distribution of market share among the top providers evidences the retention of power by telecom operators and as well as the rapid growth of cloud vendors. Mergers and acquisitions (M&A) continue to reshape the European competitive landscape. M&As and partnerships, among other factors, will lead to changes in provider business models. Many providers will emerge from these with more diversified portfolios and go-to-market strategies leveraging both direct sales and a variety of partner resale models.
Key growth factors include network ownership, brand recognition, channel relationships, and commitment to hosted IP telephony and UCaaS services. Amid shifting macro conditions providers with cloud-native solutions and a compelling web-based or mobile user experience continue to fair well in comparison to providers that require new circuits and/or hardware installations to deploy their services.