美國預付費無線市場按技術、應用和服務劃分（2024-2030 年）

近年來，隨著美國預付費無線服務供應商不斷改進其服務以提供與後付費服務相當的功能和計劃，競爭愈演愈烈。例如，Verizon Wireless 目前提供預付費家庭計劃、無限計劃以及對 BYOD 的支援。

隨著預付費無線服務的普及，其與後付費服務的平價性將逐漸增強，這一趨勢可望繼續發展。這從 Verizon 最近收購 TracFone 的交易中可見一斑，表明該公司將使其核心預付費無線服務實現差異化，同時保持其入門級預付費服務。

本報告研究了美國預付費無線市場，包括對主要供應商的分析、對所提供服務的評估、對提供預付費服務所涉及的技術的評估，以及預付費通訊、內容的未來前景和商業。該報告還包括5G影響分析。

我們也分析了主要的 MVNO 公司及其提供的服務。此外，該報告還展望了預付費無線業務的未來，並對 2030 年的用戶和收入進行了預測（按語音/數據/增值服務和連接類型）。

精選公司

目錄

第 1 章執行摘要

第 2 章簡介

第 3 章 美國通訊服務供應商

• 無線營運商產品
  • 預付費與後付費無線市場概覽
  • 預付費與後付費市場策略
  • 預付費技術法
  • 預付費無線技術
  • 預付費市場展望
• 美國預付費無線市場的設備供應商
• 美國無線預付費服務成長的推動因素與課題
• 其他因素和前景

第 4 章 美國預付費無線服務供應商分析

• 美國電話電報公司
• T-移動
• 美國蜂窩
• 威瑞森
• 無線預付費方案的比較分析
• 預付費無線產業整合

第 5 章 Sprint-T-Mobile 合併對預付費無線業務的影響

• 對整個美國航空生態系的影響
• 對行動虛擬網路營運商的影響
• 對預付費子公司的影響：Boost、Metro PCS、Virgin Mobile

第6章 行動虛擬網路營運商

• 概述
• MVNO：利用 MNO 資產
• MVNO：利用 MVNE 基礎設施和服務
• MVNO 策略
• MVNO 差異化
• 預付費和後付費
• 計畫摘要與分析
• 主要 MVNO 的案例研究分析
  • Airlink 移動 (DS 移動)
  • Airvoice 無線
  • JOLT移動版 促進移動
  • 消費者蜂窩
  • 偉大的呼喚
  • 卡吉特
  • 自由無線
  • H2O Wireless（Locus Telecommunications）
  • 維珍移動美國
  • 板球 (美國電話電報公司)
  • 沃爾瑪
  • 頁面加號

第 7 章美國預付費無線預測

• 依連線類型預測無線預付費用戶
• 按類型和連接類型預測預付費無線收入
• 每月 ARPU 預測
• 預付費無線服務供應商市場佔有率

第 8 章 預付費無線的未來：加值服務

• 即時通訊：RCS 與 WebRTC
• 行動商務中的預付和儲值
• BYOD 和預付費
• 預付和付款
• 預付費和穿戴式設備
• 預付費與智慧工作場所
• 預付費與虛擬現實
• 預付費和公共安全
• 預付費和物聯網
• 加值服務提供策略
  • 訂閱
  • 按使用付費服務
  • 數據
  • 訊息傳遞
  • 按需服務
  • 從隨選銷售升級到訂閱銷售

第 9 章 美國預付費無線：波特五力分析

第 10 章 美國預付無線：COVID-19 的影響

• COVID-19 是否重振了美國預付費市場？
• 各大公司的措施與措施
• 美國預付費無線市場面臨阻力

第 11 章概述與建議

第 12 章附錄：MVNO 策略

• MVNO 的類型
  • 完整 MVNO
  • 服務提供者
  • ESP：增強型服務提供者（混合 MVNO）
  • 品牌經銷商
• MVNO 模式
  • 低成本 MVNO
  • 生活方式/小眾 MVNO
  • 媒體/娛樂 MVNO
  • 少數民族MVNO
  • 商業 MVNO
  • 品牌 MVNO
  • 資料 MVNO
  • M2M/遙測 MVNO
  • 四重播放 MVNO
  • 漫遊 MVNO
• 美國 MVNO 公司的更多案例研究分析
  • CellNUVO
  • Cellular Abroad
  • AirVoice Wireless
  • Airlink Mobile
  • Jasper Wireless (Cisco)
  • ZingPCs
  • Boost Mobile
  • Disney Mobile
  • ZIP SIM
  • Bratz Mobile
  • Consumer Cellular
  • CREDO Mobile
  • DBS Communications
  • Defense Mobile
  • Freedom-Wireless
  • GreatCall
  • Kajeet
  • KORE Wireless
  • Liberty Wireless
  • MetroPCS
  • Lycamobile
  • PixWireless
  • National Geographic
  • NET10
  • Nextel Partners
  • Page Plus
  • Payless Cellular
  • PlatinumTel Communications
  • Google Fi
  • Red Pocket Mobile
  • Ting
  • Total Call Mobile
  • Tracfone Wireless
  • Virgin Mobile USA
  • Cricket Wireless
  • H2O Wireless
  • RingPlus
  • PureTalk

第 13 章附錄：5G 技術、基礎設施與服務

• 5G 技術
• 5G 與核心網路基礎設施
• 5G 與無線網路基礎設施
• 5G功能
• 5G和超高清語音服務
• 5G 和非語音應用和服務
• 5G 將如何影響公共安全服務
• 5G 對物聯網的影響
• 5G 對自動化、機器人和工業的影響
• 5G 將如何影響商業服務
• 5G 和固定無線
• 5G 和室內無線

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 an 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 2030 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 have 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 requires them to offer those apps on an OTT basis themselves.

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 and Postpaid Market Strategy
  • 3.1.3. Prepaid Technology Approaches
  • 3.1.4. Prepaid Wireless Technology
  • 3.1.5. Prepaid Market Outlook
• 3.2. USA Prepaid Wireless Market Handset Providers
• 3.3. Drivers and Challenges for Growth in the USA Wireless Prepaid Services
  • 3.3.1. Prepaid Drivers
  • 3.3.2. Prepaid Challenges
• 3.4. Other Factors and Outlook

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
  • 4.3.4. 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 the USA 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 2024 - 2030

• 7.1. Wireless Prepaid Subscriber Forecast by Connectivity Type 2024 - 2030
• 7.2. Prepaid Wireless Revenue Forecast by Type, and Connectivity 2024 - 2030
• 7.3. Monthly ARPU Forecast 2024 - 2030
• 7.4. Prepaid Wireless Service Provider Market Share 2024 - 2030

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 (IoT)
• 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. Porter's Five Forces of Prepaid Wireless in the United States

10. COVID-19 Impact on Prepaid Wireless in the United States

• 10.1. Did Covid-19 lift the Prepaid Market in the United States?
• 10.2. Initiatives and Steps taken by Key Players
  • 10.2.1. Verizon
  • 10.2.2. T-Mobile (now including Sprint)
  • 10.2.3. AT&T
• 10.3. Headwinds for the US Prepaid Wireless Market

11. Conclusions and Recommendations

12. Appendix: MVNO Strategies

• 12.1. MVNO Types
  • 12.1.1. Full MVNO
  • 12.1.2. Service Provider
  • 12.1.3. ESP: Enhanced Service Provider (Hybrid MVNO)
  • 12.1.4. Branded Reseller
• 12.2. MVNO Models
  • 12.2.1. Discount MVNOs
  • 12.2.2. Lifestyle/Niche MVNOs
  • 12.2.3. Media/Entertainment MVNOs
  • 12.2.4. Ethnic MVNOs
  • 12.2.5. Business MVNOs
  • 12.2.6. Brand MVNOs
  • 12.2.7. Data MVNOs
  • 12.2.8. M2M/Telemetry MVNOs
  • 12.2.9. Quad Play MVNOs
  • 12.2.10. Roaming MVNOs
• 12.3. Additional Case Study Analysis of USA MVNO Companies
  • 12.3.1. CellNUVO
  • 12.3.2. Cellular Abroad
  • 12.3.3. AirVoice Wireless
  • 12.3.4. Airlink Mobile
  • 12.3.5. Jasper Wireless (Cisco)
  • 12.3.6. ZingPCs
  • 12.3.7. Boost Mobile
  • 12.3.8. Disney Mobile
  • 12.3.9. ZIP SIM
  • 12.3.10. Bratz Mobile
  • 12.3.11. Consumer Cellular
  • 12.3.12. CREDO Mobile
  • 12.3.13. DBS Communications
  • 12.3.14. Defense Mobile
  • 12.3.15. Freedom-Wireless
  • 12.3.16. GreatCall
  • 12.3.17. Kajeet
  • 12.3.18. KORE Wireless
  • 12.3.19. Liberty Wireless
  • 12.3.20. MetroPCS
  • 12.3.21. Lycamobile
  • 12.3.22. PixWireless
  • 12.3.23. National Geographic
  • 12.3.24. NET10
  • 12.3.25. Nextel Partners
  • 12.3.26. Page Plus
  • 12.3.27. Payless Cellular
  • 12.3.28. PlatinumTel Communications
  • 12.3.29. Google Fi
  • 12.3.30. Red Pocket Mobile
• 12.3.31Ting
  • 12.3.32. Total Call Mobile
  • 12.3.33. Tracfone Wireless
  • 12.3.34. Virgin Mobile USA
  • 12.3.35. Cricket Wireless
  • 12.3.36. H2O Wireless
  • 12.3.37. RingPlus
  • 12.3.38. PureTalk

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

• 13.1. 5G Technology
• 13.2. 5G and Core Network Infrastructure
  • 13.2.1. 5G and Edge Computing
  • 13.2.2. 5G and Network Slicing
• 13.3. 5G and Radio Network Infrastructure
• 13.4. 5G Capabilities
• 13.5. 5G and Ultra-High-Definition Voice Service
• 13.6. 5G and Non-voice Applications and Services
• 13.7. 5G Impact on Public Safety Services
• 13.8. 5G Impact on the Internet of Things
• 13.9. 5G Impact on Automation, Robotics, and the Industrial Sector
• 13.10. 5G Impact on Business Services
• 13.11. 5G and Fixed Wireless
• 13.12. 5G and Indoor Wireless

Figures:

• Figure 1: Prepaid Phone Options
• Figure 2: Roaming in Cellular Networks
• Figure 3: Drivers and Challenges of the USA Wireless Prepaid Services
• Figure 4: AT&T Prepaid Pricing
• Figure 5: T-Mobile Prepaid Pricing
• Figure 6: US Cellular Prepaid Pricing
• Figure 7: Verizon Prepaid Pricing
• Figure 8: USA MVNOs
• Figure 9: Airvoice Wireless Pricing
• Figure 10: Jolt Mobile Pricing
• Figure 11: Consumer Cellular Pricing
• Figure 12: Competitive Rivalry Among Prepaid Providers
• Figure 13: The 5G Network Slicing Infrastructure and Solution Ecosystem
• Figure 14: 5G Network Slicing Support of Different Application Types

Tables:

• Table 1: Wireless Prepaid Unique Subscribers by Connectivity Network 2024 - 2030
• Table 2: Wireless Prepaid Subscribers 2024 - 2030
• Table 3: Wireless Prepaid Revenue by Voice vs. Data vs. VAS 2024 - 2030
• Table 4: Wireless Prepaid Revenue by Connectivity 2024 - 2030
• Table 5: Wireless Prepaid Revenue 2024 - 2030
• Table 6: Wireless Prepaid Average Monthly ARPU 2024 - 2030
• Table 7: Wireless Prepaid Vendor Market Share by Subscription 2024 - 2030