市场调查报告书
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欧洲 UCaaS 市场分析:2029 年预测Analysis of the European UCaaS Market-Forecast to 2029 |
UCaaS 的优势在最近的宏观干扰中得到证实,市场成长恢復正常
自 2020 年初以来,宏观经济和社会政治趋势对欧洲 UCaaS 市场产生了重大影响。与 COVID-19 大流行相关的封锁引发了向远端和混合工作的大规模转变,扰乱了许多行业的供应链和经营模式,并凸显了数位转型的必要性。
许多经济体目前正在感受到俄罗斯-乌克兰战争的影响,进一步扰乱燃料和食品供应链,导致通货膨胀、消费者和商业不确定性增加以及更广泛的经济放缓。马苏。中东日益形势的局势进一步加剧了这种情况,欧洲供应商的销售週期更长,交易规模减少,技术投资决策总体上更加谨慎。
UCaaS 在动盪的时代大放异彩,为客户组织提供了应对快速变化的客户偏好、工作模式和经营模式所需的弹性。随着组织在 2020 年和 2021 年 COVID-19 大流行造成的破坏后适应新的现实,欧洲 UCaaS 的装置量和收益增长在 2022 年均有所增长。在预测期内的大部分时间里,这两个指标预计将继续保持稳定的低两位数成长轨迹。成长率和成长轨迹因次区域而异。这是由于 GDP 恢復率的差异、当前普及程度的差异、采用託管IP电话和 UCaaS 服务的市场趋势的差异,以及乌克兰和中东战争的经济和政治影响。
竞争压力和通膨状况相结合,将在 2022 年稳定价格。价格分布服务套餐的价格下降更为明显,但新功能的增加有助于提供者在功能更齐全的席位上保持相对价格稳定。
欧洲市场仍然高度分散,到年终,前 20 名的供应商总合持有了38.3% 的安装席位。其他类别的提供者总合持有已安装 UCaaS 席位的 24.3%。总合公司的安装用户总份额约为 37.4%。
迄今为止的主要成长要素包括网路所有权、品牌知名度、通路关係以及託管IP电话和 UCaaS 服务的努力。在不断变化的宏观环境中,与需要新电路和硬体安装来部署服务的供应商相比,提供云端原生解决方案以及基于网路和行动用户体验的供应商表现更好。
近年来,併购重塑了欧洲的竞争形势。併购和联盟可能会带来供应商经营模式等方面的变化。许多供应商将从这项运动中脱颖而出,提供更多元化的产品组合和利用直接销售和多样化合作伙伴转售模式的打入市场策略。
Market Growth Returns to Normal as UCaaS Proves its Merits Amid Recent Macro Disruptions
Macro-economic and socio-political trends have considerably impacted the European UCaaS market since early 2020. The COVID-19 pandemic-related lockdowns 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.
Many economies are now affected by the Russo-Ukrainian war that has further disrupted fuel and food supply chains and has contributed to inflation, increased consumer and business anxiety, and a pervasive economic slowdown. With conditions further impacted by increased unrest in the Middle East, European providers have experienced longer sales cycles, reduced deal sizes, and an overall increased caution in technology investment decision making.
UCaaS has shine in turbulent times. The services have provided the flexibility customer organisations need to navigate quickly evolving customer preferecnes, work styles and business models. European UCaaS installed base and revenue growth both increased in 2022 as organisations adjusted to new realities following disruptive conditions in 2020 and 2021 due to the COVID-19 pandemic. Both metrics are expected to continue stable low double-digit growth trajectories through much of the forecast period. Growth rates and trajectories will vary across sub-regions. This is driven by the differing GDP recovery rates, divergent current penetration levels, the distinctive market propensity to adopt hosted IP telephony and UCaaS services, as well as economic and political exposure to the war in Ukraine and the Middle East.
Competitive pressures and inflationary conditions combined to help stablise prices in 2022. Price declines were more tangible with lower-end service bundles. However, the addition of new features helped providers maintain relative price stability for more full-feature seats.
The European market remains highly fragmented with the top 20 providers holding a combined 38.3% of installed seats at the end of 2022. Providers in the Others category combined to own 24.3% of installed UCaaS seats. The top five providers combined for approximately 37.4% share of installed users.
Key growth factors in the past have included 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 have faired well in comparison to providers that require new circuits and/or hardware installations to deploy their services.
Mergers and acquisitions (M&A) have been reshaping the European competitive landscape in recent years. 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.