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市场调查报告书
商品编码
1643864
欧洲 UCaaS 市场分析(2024-2030)Analysis of European UCaaS Market, 2024-2030 |
商业价值的提高推动了 UCaaS 的持续采用
自 2020 年初以来,宏观经济、社会和政治趋势对欧洲 UCaaS 市场产生了重大影响。新冠疫情导致人们大规模转向远端和混合工作,扰乱了许多产业的供应链和经营模式,凸显了数位转型的必要性。这些事件推动了云端会议、团队通讯和呼叫以及构成 UCaaS 解决方案的桌面和行动软体用户端的大规模采用。
许多经济体仍在感受到俄乌战争的影响,这场战争增加了消费者和企业的不确定性,并减缓了经济復苏。中东地区局势愈发动盪,销售週期延长,交易规模缩小以及技术投资决策总体趋于谨慎,进一步加剧了这一情况。美国威胁征收关税和中国经济疲软也可能影响短期内全球客户可用于技术投资的资源。
儘管持续的宏观挑战将导致购买週期延长和保守性增强,但随着企业继续进行必要的现代化和数数位化努力,对云端通讯和协作以及其他数位技术的投资预计将保持成长轨迹。由于失业率相对较低,大量员工重返办公室,以及熟练员工的短缺,促使人们在技术投资中关注员工敬业度和员工体验。我们还预计,UCaaS 市场的成长将受到更多垂直、业务线和角色特定解决方案的推动,这些解决方案是那些在首次采用 UCaaS 或在其环境中更广泛地部署 UCaaS 之前犹豫不决的客户所需要的。人工智慧的日益普及和多样化人工智慧使用案例的出现可能会对技术投资产生积极和消极的影响。
不同次区域的成长率和成长轨迹各有不同。这是由于 GDP 復苏和通膨下降的速度不同、当前渗透水平不同、託管IP电话与 UCaaS 服务的采用趋势不同,以及乌克兰和中东战争的经济和政治影响。
欧洲市场仍高度分散,前五大公司总合占据安装席位的35%。顶级供应商之间的市场占有率分布表明通讯业者继续占据主导地位,而云端供应商则快速成长。併购(M&A)持续重塑欧洲的竞争格局。併购和联盟可能会推动供应商经营模式的变化等。许多供应商将从这项运动中脱颖而出,拥有更多样化的产品组合和利用直销和各种合作伙伴转售模式的打入市场策略。
关键成长要素包括网路所有权、品牌知名度、通路关係以及对託管IP电话和 UCaaS 服务的承诺。随着宏观环境的变化,与需要新电路或硬体安装来推出其服务的供应商相比,拥有云端原生解决方案和引人注目的基于网路或行动用户体验的供应商的表现持续更佳。
Enhanced Business Value Will Drive Continued UCaaS Adoption
Macro-economic, social and political trends have considerably impacted the European UCaaS market since early 2020. The COVID-19 pandemic 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. These events catalyzed significant adoption of cloud meetings, team messaging and calling as well as desktop and mobile soft clients that comprise UCaaS solutions.
Many economies remain affected by the Russo-Ukrainian war that has contributed to increased consumer and business anxiety and slow economic recovery. Conditions are further impacted by increased unrest in the Middle East, longer sales cycles, reduced deal sizes, and an overall higher caution in technology investment decision-making. Looming tariff hikes in the US and the struggling economy in China may also affect the resources customers worldwide have available for technology investments in the near term.
While persistent macro challenges are lengthening buying cycles and increasing conservatism, we expect investments in cloud communications and collaboration and other digital technologies to remain on a growth trajectory as organizations continue their necessary efforts to modernize and digitize. Notable movements to return to the office, and scarcity of skilled employees due to relatively low unemployment are contributing to a focus on employee engagement and employee experiences in technology investments. We also expect UCaaS market growth to be aided by the availability of more vertical, line-of-business, and role-specific solutions that hesitant customers have required before they adopt UCaaS for the first time or deploy UCaaS more pervasively throughout their environments. Increased AI adoption and emergence of diverse AI use cases may both positively and negatively impact technology investments.
Growth rates and trajectories will vary across subregions. This is driven by the differing GDP recovery and inflation decline rates, divergent current penetration levels, the varied market propensity to adopt hosted IP telephony and UCaaS services, as well as economic and political exposure to the wars in Ukraine and the Middle East.
The European market remains highly fragmented with the top -five providers holding a combined 35% of installed seats. The distribution of market share among the top providers evidences the retention of power by telecom operators and as well as the rapid growth of cloud vendors. Mergers and acquisitions (M&A) continue to reshape the European competitive landscape. 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.
Key growth factors include 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 continue to fair well in comparison to providers that require new circuits and/or hardware installations to deploy their services.