美国预付费无线市场按技术、应用和服务划分（2024-2030 年）

近年来，随着美国预付费无线服务供应商不断改进其服务以提供与后付费服务相当的功能和计划，竞争愈演愈烈。例如，Verizon Wireless 目前提供预付费家庭计划、无限计划以及对 BYOD 的支援。

随着预付费无线服务的普及，其与后付费服务的平价性将逐渐增强，这一趋势可望继续发展。这从 Verizon 最近收购 TracFone 的交易中可见一斑，表明该公司将使其核心预付费无线服务实现差异化，同时保持其入门级预付费服务。

本报告研究了美国预付费无线市场，包括对主要供应商的分析、对所提供服务的评估、对提供预付费服务所涉及的技术的评估，以及预付费通讯、内容的未来前景和商业。该报告还包括5G影响分析。

我们也分析了主要的 MVNO 公司及其提供的服务。此外，该报告还展望了预付费无线业务的未来，并对 2030 年的用户和收入进行了预测（按语音/数据/增值服务和连接类型）。

精选公司

目录

第 1 章执行摘要

第 2 章简介

第 3 章 美国通讯服务供应商

• 无线营运商产品
  • 预付费与后付费无线市场概览
  • 预付费与后付费市场策略
  • 预付费技术法
  • 预付费无线技术
  • 预付费市场展望
• 美国预付费无线市场的设备供应商
• 美国无线预付费服务成长的推动因素与课题
• 其他因素和前景

第 4 章 美国预付费无线服务供应商分析

• 美国电话电报公司
• T-移动
• 美国蜂窝
• 威瑞森
• 无线预付费方案的比较分析
• 预付费无线产业整合

第 5 章 Sprint-T-Mobile 合併对预付费无线业务的影响

• 对整个美国航空生态系的影响
• 对行动虚拟网路营运商的影响
• 对预付费子公司的影响：Boost、Metro PCS、Virgin Mobile

第6章 行动虚拟网路营运商

• 概述
• MVNO：利用 MNO 资产
• MVNO：利用 MVNE 基础设施和服务
• MVNO 策略
• MVNO 差异化
• 预付费和后付费
• 计画摘要与分析
• 主要 MVNO 的案例研究分析
  • Airlink 移动 (DS 移动)
  • Airvoice 无线
  • JOLT移动版 促进移动
  • 消费者蜂窝
  • 伟大的呼唤
  • 卡吉特
  • 自由无线
  • H2O Wireless（Locus Telecommunications）
  • 维珍移动美国
  • 板球 (美国电话电报公司)
  • 沃尔玛
  • 页面加号

第 7 章美国预付费无线预测

• 依连线类型预测无线预付费用户
• 按类型和连接类型预测预付费无线收入
• 每月 ARPU 预测
• 预付费无线服务供应商市场占有率

第 8 章 预付费无线的未来：加值服务

• 即时通讯：RCS 与 WebRTC
• 行动商务中的预付和储值
• BYOD 和预付费
• 预付和付款
• 预付费和穿戴式设备
• 预付费与智慧工作场所
• 预付费与虚拟现实
• 预付费和公共安全
• 预付费和物联网
• 加值服务提供策略
  • 订阅
  • 按使用付费服务
  • 数据
  • 讯息传递
  • 按需服务
  • 从随选销售升级到订阅销售

第 9 章 美国预付费无线：波特五力分析

第 10 章 美国预付无线：COVID-19 的影响

• COVID-19 是否重振了美国预付费市场？
• 各大公司的措施与措施
• 美国预付费无线市场面临阻力

第 11 章概述与建议

第 12 章附录：MVNO 策略

• MVNO 的类型
  • 完整 MVNO
  • 服务提供者
  • ESP：增强型服务提供者（混合 MVNO）
  • 品牌经销商
• MVNO 模式
  • 低成本 MVNO
  • 生活方式/小众 MVNO
  • 媒体/娱乐 MVNO
  • 少数民族MVNO
  • 商业 MVNO
  • 品牌 MVNO
  • 资料 MVNO
  • M2M/遥测 MVNO
  • 四重播放 MVNO
  • 漫游 MVNO
• 美国 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 章附录：5G 技术、基础设施与服务

• 5G 技术
• 5G 与核心网路基础设施
• 5G 与无线网路基础设施
• 5G功能
• 5G和超高清语音服务
• 5G 和非语音应用和服务
• 5G 将如何影响公共安全服务
• 5G 对物联网的影响
• 5G 对自动化、机器人和工业的影响
• 5G 将如何影响商业服务
• 5G 和固定无线
• 5G 和室内无线

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