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市场调查报告书
商品编码
1734972
服务提供者的未来：如何因应低成本竞争对手The Future of the Service Provider: How to Respond to Low-cost Challengers |
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"如果宽频ARPU降至欧洲水准（这并非不切实际），美国固定宽频市场将萎缩超过400亿美元。"
大多数高收入国家营运商的长期网路策略几乎是固定不变的，固定网路采用光纤，行动网路采用4G/5G。这种常见的网路策略意味着服务供应商很少在网路覆盖率或品质上竞争（因为大多数网路的效能都差不多）。相反，他们的重点是提供不同类型的服务，并确定哪种服务能够长期成功。这种重点转变是否会持续下去还有待观察。
推动这项重点转变的主要因素是低成本业者的崛起，尤其是Iliad和Digi，以及众多本地光纤业者。
本报告探讨了Iliad和Digi等新晋运营商的模式，并分析了其他运营商应对这些运营商的四种可能方式。
本报告解答的问题
- 消费者服务提供者未来的差异化优势是什么？
- 高阶营运商能否继续证明其比低成本竞争对手更高的价格是合理的？
- 服务提供者的未来会怎样？
- 未来是属于Digi的吗？
"The US fixed broadband market would shrink by over USD40 billion if broadband ARPU fell to European levels (not an unrealistic proposition)."
The long-term network strategy for most operators in high-income countries is largely decided, with a mix of fibre for fixed networks and 4G/5G for mobile. This common network strategy means that service providers rarely compete on their network coverage or quality (because most networks offer similar performance). Far more emphasis is on the different types of offering, and it is unclear which will be most successful in the long term.
One significant catalyst to this change in emphasis is the rise of low-cost players, most obviously Iliad and Digi, as well as many local fibre players.
This report explores the model of players such as Iliad and Digi and analyses four possible ways in which other operators can respond to them.
Questions answered in this report:
- What are the possible future differentiators for consumer services providers?
- How can premium operators continue to justify higher prices than their low-cost competitors?
- What does the future of the service provider look like?
- Does the future belong to Digi?
