Telco 与 Techco：营运商在製定蜂窝创新和 3GPP 标准方面的作用

本报告探讨了营运商在製定蜂窝创新和3GPP 标准方面的作用，并探讨了行动营运商向在标准开发和专利所有权方面处于领先地位的techcos（科技公司）的战略转变。它总结了这一点的重要性，主要运营商的努力、问题、建议等

报告的优点：

• 帮助营运商规划并确定其参与 3GPP 的优先顺序
• 确定市场上成功的专利策略和关键创新者
• 了解成功的标准和专利策略并从中学习
• 连结运营商和技术公司的举措、标准参与和专利所有权

关键问题的答案：

• 哪些行动电信商在标准开发和专利所有权方面处于领先地位？
• 专利所有权和标准参与与向科技公司的策略转型有何关联？
• 对于当前市场向科技公司的转变，对标准和专利工作的承诺告诉我们什么？

研究亮点：

• China Mobile和NTT DOCOMO：在标准/专利开发和技术转型方面均处于行业领先地位
• 沃达丰和其他业者：投资于市场驱动的创新，而不是标准和专利
• 虽然标准和专利开发由一级运营商主导，但规模较小的运营商正在努力转型为更灵活、利基的技术公司。

目录

简介

为什么业者需要成为Techco？

• 5G 带来新的服务机会
• 5G 数据流量和订阅量激增，但营收成长仍持平

如何成为行动电信商 Techco？

• 5G 即服务
• 投资垂直生态系统
• 数位化与资源释放
• 蜂窝创新和标准化

行动电信商的 3GPP 活动：摘要

• 3GPP 工作小组
• 5G发布
• 区域分析
• 十大活跃行动电信商

SEP声明

赋值

• 数位与软体能力
• 3GPP 的垂直参与度较低
• 业务挑战

主要范例

• China Mobile
• NTT DOCOMO
• Telefonica

重要要点/建议

Actionable Benefits:

• Help operators plan and prioritize The 3rd Generation Partnership Project (3GPP) involvement.
• Identify successful patent strategies and the key innovators in the market.
• Understand and learn from successful standards and patent strategies.
• Correlate between operator techco initiatives, standards involvement, and patent ownership.

Critical Questions Answered:

• Which mobile operators are leading in terms of standards developments and patent holdings?
• How does patent ownership and standards involvement correlate with strategic transformation to techco?
• What do standards involvement and patent initiatives tell us about techco transformation in the current market?

Research Highlights:

• China Mobile and NTT DOCOMO are the leading operators, both in standards and patent developments and techco transformations.
• Other operators, including Vodafone, are investing in market-led innovations, rather than standards and patents.
• Despite standards and patent developments being led by Tier Ones, smaller operators may be more nimble and niche to transform to a techco.

Who Should Read This?

• Decision makers within operators and vendors who are planning standards and patent strategies.
• Innovation leaders for Mobile Service Providers (MSPs) who need to understand who will likely innovate in standards and hold the most patents in the future.
• Planners within telco organizations who need to chart a path forward to identify future technologies and concepts.

Table of Contents

Introduction

Why Operators Need to Become Techcos?

• Enabling New Service Opportunities with 5G
• 5G Data Traffic and Subscriptions Soar, Yet Revenue Growth Remains Flat

How to Become a Techco as a Mobile Operator?

• 5G-as-a-Service
• Invest in Vertical Ecosystem
• Digitalization to Free Resources
• Cellular Innovation and Standardization

Mobile Operators' 3GPP Activity Summary

• 3GPP Working Groups
• 5G Releases
• Regional Analysis
• Top 10 Active Mobile Operators

SEP Declarations

Challenges

• Digital and Software Capabilities
• Low Vertical Involvement in 3GPP
• Business Challenges

Key Examples

• China Mobile
• NTT DOCOMO
• Telefonica

Key Takeaways and Recommendations