美國的預付型無線市場 (2023年～2028年):各技術、用途、服務

本報告提供美國的預付型無線的市場調查，市場概要、背景，市場成長的各種影響因素分析，用戶數及收益的預測，預付型無線服務供應商及MVNO的分析，案例研究，附加價值服務趨勢等資料。

目錄

第1章 摘要整理

第2章 簡介

第3章 美國的通訊服務供應商

• 無線電信業者的提供服務
  • 預付及月租型無線市場概要
  • 預付技術的方法
  • 預付及月租型市場策略
  • 預付型無線技術
  • 預付市場預測
• 美國的預付型無線市場手機供應商
• 無線預付服務的成長的原動力
• 其他的因素及預測

第4章 美國的預付型無線服務供應商的分析

• AT&T
• T-Mobile
• US Cellular
• Verizon
• 無線預付計劃的比較分析
• 預付型無線產業的整合

第5章 Sprint和T-Mobile的合併對預付型無線的影響

第6章 行動虛擬網路經營者

• 概要
• 有效利用MVNO:MNO資產
• 有效利用MVNO:MVNE基礎設施和服務
• MVNO的策略
• MVNO的差異化
• 預付服務 vs 月租型服務
• 計劃概要與分析
• 主要的MVNO案例研究分析
  • Airlink Mobile (DS Mobile)
  • Airvoice Wireless
  • JOLT Mobile
  • Boost Mobile
  • Consumer Cellular
  • GreatCall
  • kajeet
  • Liberty Wireless
  • H2O Wireless (Locus Telecommunications)
  • Virgin Mobile USA
  • Cricket (AT&T)
  • Wal-Mart
  • Page Plus

第7章 美國的預付型無線市場預測

• 無線預付用戶的預測:各連接類型
• 預付型無線的收益預測:各類型、連接性
• 每月ARPU預測
• 預付型無線服務供應商的市場佔有率

第8章 預付型無線的未來:附加價值服務

• 即時通訊:RCS和WebRTC
• 行動電子商務的預付價值和儲值
• BYOD和預付
• 預付與付款
• 預付和穿戴式
• 預付和智慧工作場所
• 預付和虛擬實境
• 預付和公共安全
• 預付和IoT
• 附加價值服務的提供策略

第9章 大流行對美國的預付型無線的影響

• COVID-19和美國的預付市場
• 主要企業的舉措和階段
• 美國的預付型無線市場的逆風

第10章 總論、建議

第11章 附錄:MVNO的策略

第12章 附錄:5G技術、基礎設施、服務

第13章 5G技術

Overview:

This report evaluates the prepaid wireless market in the United States including major provider analysis and service assessment, technologies involved in prepaid service delivery, and assessment of the future of prepaid communications, content, and commerce. The report includes analysis of the 5G impact.

The report also analyzes major MVNO companies and offerings. The report also provides a view into the future of prepaid wireless and market forecasts through 2028 including subscribers and Revenue by Voice vs. Data vs. VAS and by Connectivity Type.

Prepaid wireless service providers in the United States have become increasingly competitive in recent years as they evolve offerings to be more on par with post-paid service features and plans. For example, Verizon Wireless now offers prepaid family plans, unlimited plans, and support for BYOD whereas this was not the case just a few years ago.

We anticipate the continued evolution of prepaid wireless in general as part of a dominant trend towards prepaying mobile services becoming increasingly more comparable with post-paid wireless. This is evidenced by Verizon's recent acquisition of TracFone, which we believe it will maintain as an entry-level prepaid offering while the company differentiates its core prepaid wireless service.

The future of prepaid wireless communications will depend on more than just carrier-centric applications, communications, content, and commerce. For example, we see prepaid as an important aspect of many next-generation services that are provided by a variety of third-party service companies that do not wish to offer a postpaid option as it would typically rely upon wireless carrier billing via prepay.

Growth in prepaid wireless service will also depend on the extent to which next-generation services, such as virtual reality, are generally supported on a pre-pay basis. This is to say that prepaid customers must have access to wireless data plans that put them on par with postpaid in terms of both bandwidth and low-latency required for acceptable end-user quality of experience.

While many emerging applications will be offered by Over-the-Top (OTT) service providers, we strongly recommend that MNOs offer their own branded/controlled Value-added Service (VAS) applications. The OTT application business model has caused data payload (e.g. apps that use data) to become increasingly more valuable to consumers than data itself, which is rapidly becoming a marginalized commodity. With this development, VAS applications become much more important to network operators.

With the ever-increasing commoditization of carrier core services (mostly voice and messaging), there will be a growing dependence on VAS applications for initially top-line revenue growth (as data growth tapers off and margins are squeezed) and then for margin growth as bearer services become a cost-plus commodity. Prepaid wireless service providers must also provide their own VAS apps to remain competitive, even if it necessitates them offering those apps on an OTT basis themselves.

Select Companies in Report:

Table of Contents

1. Executive Summary

2. Introduction

3. United States Communication Service Providers

• 3.1. Wireless Carrier Offerings
  • 3.1.1. Prepaid and Postpaid Wireless Market Overview
  • 3.1.2. Prepaid Technology Approaches
  • 3.1.3. Prepaid and Postpaid Market Strategy
  • 3.1.4. Prepaid Wireless Technology
  • 3.1.5. Prepaid Market Outlook
• 3.2. USA Prepaid Wireless Market Handset Providers
• 3.3. Drivers for Growth in Wireless Prepaid Services
  • 3.3.1. Credit Challenged
  • 3.3.2. Unbanked Users
    • 3.3.2.1. High costs
    • 3.3.2.2. Convenience
    • 3.3.2.3. Funding Needs
    • 3.3.2.4. Lack of knowledge
    • 3.3.2.5. Identification Requirements
    • 3.3.2.6. Bad Banking History
    • 3.3.2.7. Overall Perceptions of Banking
  • 3.3.3. Temporary and Infrequent Users
    • 3.3.3.1. Anonymity Market
    • 3.3.3.2. Cost Control Market
• 3.4. Other Factors and Outlook
  • 3.4.1.1. The OTT Effect
  • 3.4.1.2. The Unlimited Data Effect
  • 3.4.1.3. The 5G Effect
    • 3.4.1.3.1. 5G Market Focus and Network Readiness
    • 3.4.1.3.2. Consumer 5G Applications and Services
    • 3.4.1.3.3. Enterprise and Industrial 5G Apps: Prepay or MVNO Play?

4. United States Prepaid Wireless Service Provider Analysis

• 4.1. AT&T
  • 4.1.1. Plans
  • 4.1.2. Feature Analysis
  • 4.1.3. SWOT Analysis
  • 4.1.4. AT&T MVNO Companies
• 4.2. T-Mobile
  • 4.2.1. Overview
  • 4.2.2. Feature Analysis
  • 4.2.3. SWOT Analysis
  • 4.2.4. T-Mobile MVNO Companies
• 4.3. US Cellular
  • 4.3.1. Overview
  • 4.3.2. Plans
  • 4.3.3. Feature Analysis
  • 4.3.4. SWOT Analysis
• 4.4. Verizon
  • 4.4.1. Overview
  • 4.4.2. Plans
  • 4.4.3. Feature Analysis
  • 4.4.4. SWOT Analysis
  • 4.4.5. Verizon MVNO Companies
• 4.5. Comparative Analysis of Wireless Prepaid Plans
• 4.6. Prepaid Wireless Industry Consolidation

5. Sprint and T-Mobile Merger Impact on Prepaid Wireless

• 5.1.1. Impact on United States Carrier Ecosystem as a Whole
• 5.1.2. Impact on Mobile Virtual Network Operators
• 5.1.3. Impact on Prepaid Subsidiaries: Boost, Metro PCS, and Virgin Mobile

6. Mobile Virtual Network Operators

• 6.1. Overview
• 6.2. MVNOs Leverage MNO Assets
• 6.3. MVNOs Leverage MVNE Infrastructure and Services
• 6.4. MVNO Strategies
• 6.5. MVNO Differentiation
• 6.6. Prepaid vs. Postpaid Offerings
• 6.7. Plan Overview and Analysis
• 6.8. Select MVNO Case Study Analysis
  • 6.8.1. Airlink Mobile (DS Mobile)
  • 6.8.2. Airvoice Wireless
  • 6.8.3. JOLT Mobile
  • 6.8.4. Boost Mobile
  • 6.8.5. Consumer Cellular
  • 6.8.6. GreatCall
  • 6.8.7. kajeet
  • 6.8.8. Liberty Wireless
  • 6.8.9. H2O Wireless (Locus Telecommunications)
  • 6.8.10. Virgin Mobile USA
  • 6.8.11. Cricket (AT&T)
  • 6.8.12. Wal-Mart
  • 6.8.13. Page Plus

7. USA Prepaid Wireless Forecasts 2023-2028

• 7.1. Wireless Prepaid Subscriber Forecast by Connectivity Type 2023-2028
• 7.2. Prepaid Wireless Revenue Forecast by Type, and Connectivity 2023-2028
• 7.3. Monthly ARPU Forecast 2023-2028
• 7.4. Prepaid Wireless Service Provider Market Share 2023-2028

8. Future of Prepaid Wireless: Value-added Services

• 8.1. Real-time Communications: RCS and WebRTC
• 8.2. Prepaid and Stored Value in Mobile Commerce
• 8.3. BYOD and Prepaid
• 8.4. Prepaid and Payments
• 8.5. Prepaid and Wearables
• 8.6. Prepaid and the Smart Workplace
• 8.7. Prepaid and Virtual Reality
• 8.8. Prepaid and Public Safety
• 8.9. Prepaid and Internet of Things
• 8.10. Offer Strategies for Value Added Services
  • 8.10.1. Subscription
  • 8.10.2. Per-use Services
  • 8.10.3. Data
  • 8.10.4. Messaging
  • 8.10.5. On-demand Service
  • 8.10.6. Up-selling from On-demand to Subscription

9. Pandemic Impact on Prepaid Wireless in the United States

• 9.1. Has COVID-19 lifted the prepaid market in the United States?
• 9.2. Initiatives and Steps taken by Key Players
  • 9.2.1. Verizon
  • 9.2.2. T-Mobile and Sprint
  • 9.2.3. AT&T
• 9.3. Headwinds for the US Prepaid Wireless Market

10. Conclusions and Recommendations

11. Appendix: MVNO Strategies

• 11.1. MVNO Types
  • 11.1.1. Full MVNO
    • 11.1.1.1. Advantages
    • 11.1.1.2. Disadvantages
    • 11.1.1.3. Operational Model/MVNO Architecture
    • 11.1.1.4. MVNO Business Model (FULL MVNO)
  • 11.1.2. Service Provider
    • 11.1.2.1. Advantages
    • 11.1.2.2. Disadvantages
    • 11.1.2.3. Operational Model/MVNO Architecture
    • 11.1.2.4. MVNO Business Model
  • 11.1.3. ESP: Enhanced Service Provider (Hybrid MVNO)
    • 11.1.3.1. Advantages
    • 11.1.3.2. Disadvantages
    • 11.1.3.3. Operational Model/MVNO Architecture
    • 11.1.3.4. MVNO Business Model
  • 11.1.4. Branded Reseller
    • 11.1.4.1. Advantages
    • 11.1.4.2. Disadvantages
    • 11.1.4.3. Operational Model/MVNO Architecture
    • 11.1.4.4. MVNO Business Model
• 11.2. MVNO Models
  • 11.2.1. Discount MVNOs
  • 11.2.2. Lifestyle/niche MVNOs
  • 11.2.3. Media/Entertainment MVNOs
  • 11.2.4. Ethnic MVNOs
  • 11.2.5. Business MVNOs
  • 11.2.6. Brand MVNOs
  • 11.2.7. Data MVNOs
  • 11.2.8. M2M/Telemetry MVNOs
  • 11.2.9. Quad Play MVNOs
  • 11.2.10. Roaming MVNOs
• 11.3. Additional Case Study Analysis of USA MVNO Companies
  • 11.3.1. CellNUVO
  • 11.3.2. Cellular Abroad
  • 11.3.3. AirVoice Wireless
  • 11.3.4. Airlink Mobile
  • 11.3.5. Jasper Wireless (Cisco)
  • 11.3.6. ZingPCs
  • 11.3.7. Boost Mobile
  • 11.3.8. Disney Mobile
  • 11.3.9. ZIP SIM
  • 11.3.10. Bratz Mobile
  • 11.3.11. Consumer Cellular
  • 11.3.12. CREDO Mobile
  • 11.3.13. DBS Communications
  • 11.3.14. Defense Mobile
  • 11.3.15. Freedom-Wireless
  • 11.3.16. GreatCall
  • 11.3.17. Kajeet
  • 11.3.18. KORE Wireless
  • 11.3.19. Liberty Wireless
  • 11.3.20. MetroPCS
  • 11.3.21. Lycamobile
  • 11.3.22. PixWireless
  • 11.3.23. National Geographic
  • 11.3.24. NET10
  • 11.3.25. Nextel Partners
  • 11.3.26. Page Plus
  • 11.3.27. Payless Cellular
  • 11.3.28. PlatinumTel Communications
  • 11.3.29. Google Fi
  • 11.3.30. Red Pocket Mobile
  • 11.3.31. Ting
  • 11.3.32. Total Call Mobile
  • 11.3.33. TracFone Wireless
  • 11.3.34. Virgin Mobile USA
  • 11.3.35. Cricket Wireless
  • 11.3.36. H2O Wireless
  • 11.3.37. RingPlus
  • 11.3.38. PureTalk

12. Appendix: 5G Technology, Infrastructure, and Services

13. 5G Technology

• 13.1. 5G and Core Network Infrastructure
  • 13.1.1. 5G and Edge Computing
  • 13.1.2. 5G and Network Slicing
• 13.2. 5G and Radio Network Infrastructure
• 13.3. 5G Capabilities
• 13.4. 5G and Ultra-high Definition Voice Service
• 13.5. 5G and Non-voice Applications and Services
• 13.6. 5G Impact on Public Safety Services
• 13.7. 5G Impact on the Internet of Things

Figures

• Figure 1: Prepaid Phone Options
• Figure 2: Roaming in Cellular Networks
• Figure 3: AT&T Prepaid Pricing
• Figure 4: T-Mobile Prepaid Pricing
• Figure 5: Verizon Prepaid Pricing
• Figure 6: USA MVNOs
• Figure 7: Airvoice Wireless Pricing
• Figure 8: Jolt Mobile Pricing
• Figure 9: Consumer Cellular Pricing
• Figure 10: The 5G Network Slicing Infrastructure and Solution Ecosystem
• Figure 11: 5G Network Slicing Support of Different Application Types

Tables

• Table 1: Wireless Prepaid Unique Subscribers by Connectivity Network 2023 - 2028
• Table 2: Wireless Prepaid Subscribers 2023 - 2028
• Table 3: Wireless Prepaid Revenue by Voice vs. Data vs. VAS 2023 - 2028
• Table 4: Wireless Prepaid Revenue by Connectivity 2023 - 2028
• Table 5: Wireless Prepaid Revenue 2023 - 2028
• Table 6: Wireless Prepaid Average Monthly ARPU 2023 - 2028
• Table 7: Wireless Prepaid Vendor Market Share by Subscription 2023 - 2028