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行动虚拟网路营运商 (MVNO) - 市场占有率分析、产业趋势与统计、成长预测（2024 - 2029 年）

Mobile Virtual Network Operator (MVNO) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

2024年行动虚拟网路营运商市场规模预计为705.9亿美元，预计到2029年将达到978.7亿美元，在预测期内（2024-2029年）CAGR为6.75%。

行动虚拟网路营运商 (MVNO) - 市场

e-Sim、人工智慧、机器学习和边缘运算等新技术推动因素正在为 MVNO 创造新的机会。

主要亮点

  • 行动装置的日益普及正在推动市场的成长。 GSMA预测，到2021年底，已有53亿人订阅了行动服务，占全球人口的67%。现在，在不断成长的市场中，大多数人都拥有手机，这意味着未来的成长将来自年轻人首次购买手机订阅。未来五年，预计将新增 4 亿行动用户，其中大部分来自亚太地区和撒哈拉以南非洲地区，用户总数将达到 57 亿（占全球用户总数的 70%）人口）。
  • 此外，到2021 年，行动技术和服务创造了4.5 兆美元的经济增加价值，即全球GDP 的5%。预计到2025 年，这一价值将增加一倍以上，达到约5 兆美元，因为各国受益于行动技术和服务带来的更高的生产力和效率。行动服务的使用日益增多。
  • 根据 GSMA 的数据，到 2025 年，印度将成为全球第二大智慧型手机市场，安装设备数量约 10 亿台。预计到 2025 年将拥有 9.2 亿独立行动用户，其中 8,800 万个 5G 连线。
  • 此外，市场上的领先公司正在建立合作伙伴关係，在不同市场提供其创新产品，以获得更多的市场份额。例如，2022 年 6 月，Plan.com 透过与 BT Wholesale 的行动虚拟网路营运商 (MVNO) 协议，在其连接平台上推出了第二个行动网路。该公司拥有透过 my.plan 为英国各地企业提供创新连接和生产力解决方案的专业知识。与 BT Wholesale 的交易为客户提供了选择、灵活性和访问第二个行动网路的机会，以利用 EE 的连接性。
  • 预计云端、机器对机器 (M2M) 交易和行动货币等服务数量的增加将进一步增加预测期内对行动虚拟网路营运商的需求。
  • 零售 MVNO 订阅可以为用户提供杂货折扣和会员卡福利，或者可以帮助零售商更好地瞄准其客户群。零售 MVNO 的一个例子是 Asda Supermarket 的 Asda Mobile。
  • 2022 年 6 月，Reach Mobile 宣布延长了与美国 5G 领导者 T-Mobile 的战略性交钥匙批发即服务 (WaaS) 协议，T-Mobile 拥有最出色、最快、最可靠的全国 5G 网路。两家公司将使用 ReachNEXT，这是一个软体即服务 (SaaS) 平台，可加速和简化企业将基于网路的服务推向市场的方式。 T-Mobile 批发客户可以利用 ReachNEXT，这是一个以前所未有的简单性和速度启动和运营 MVNO、固定无线接入、故障转移互联网和物联网等用例的一站式商店，可能覆盖数百万家庭。该公告还延长了一项多年的 MVNO 协议，透过该协议，T-Mobile 将继续为 Reach Mobile 的全国用户提供网路服务。
  • COVID-19 大流行加速了对弹性工作方式的需求，并进一步推动了可增强工作与生活平衡的通讯服务的采用。此外，在全球大流行期间，电信监管机构推迟了 5G 频谱拍卖计划。这场大流行迫使世界各地的电信业者测试其网路弹性并重新审视其计划投资，尤其是在 5G 技术方面。

行动虚拟网路营运商 (MVNO) 市场趋势

消费领域预计将占据重要市场份额

  • 这是 MVNO 中主要且最受关注的部分。新兴经济体中单一行动用户数量的成长和行动普及率的提高是推动该领域成长的主要因素。
  • 市场上的知名企业在全球范围内以具有竞争力的成本提供无线服务。例如，2022 年 7 月，Boost Mobile 推出了 Connected Car，这是一种价格灵活的行动网路交钥匙解决方案。透过 Boost，任何人都可以在自己的车上使用 Wi-Fi。连接消费性汽车中的多台平板电脑、电脑和手机，并随身携带。在长途旅行中，他们现在可以串流自己喜欢的节目和电影、上网以及收听自己喜欢的播客和歌曲，而无需使用手机的资料套餐。连网汽车计划用户可以获得远端 Wi-Fi 热点和 5GB 4G LTE资料的行动存取。
  • 此外，2022 年 8 月，Verizon 宣布大学生现在可以以低至 20 美元的每月价格获得 Fios，这是一种闪电般快速的光纤网络，并提供 AutoPay 和特定的 5G 行动套餐。由于大学和机构继续为学生提供虚拟讲座选择 - 并且一些学生承认为了学期论文熬夜到凌晨 - 可靠且负担得起的家庭互联网应该不成问题。
  • 传统上，B2C 或消费者细分市场在创新和定价方面优于 B2B 细分市场。对一组设备进行计费和管理比简单的消费者服务困难得多。由于便利性和利润率，虚拟网路营运商更喜欢投资消费领域。
  • e-SIM 的日益普及预计也将扩大该细分市场的范围。 e-SIM 具有 GSMA 创建的远端配置标准，为 MVNO 供应商提供了简单性和灵活性。

亚太地区预计将占据主要市场份额

  • 亚太地区占据了重要的市场份额，因为该地区在采用 5G 技术、互联行动装置和智慧型手机普及率等方面始终处于领先地位。
  • 由于该地区电信业的快速成长和广泛的客户群，亚太地区是一个重要的智慧型手机市场。此外，该地区在无线网路服务上的支出也在增加。印度、日本、澳洲、新加坡和韩国等国家正在扩大对国内电信市场成长的投资，这可能会提振整个地区的 MVNO 市场需求。
  • 在工业和资讯化部 (MIIT) 发起公众咨询后，中国移动市场计划向 MVNO 开放商业牌照，就政府允许包括外资公司在内的商业 MVNO 牌照的提议征求行业意见和反馈。
  • 手机基地台数量持续增加，5G网路建置稳定推进。中国网路协会副会长黄成清表示，到2021年12月，我国手机基地台数量将达到996万个，手机用户数量也快速成长。到2021年，中国整体手机用户规模达到16.43亿，其中5G手机用户达3.55亿。这些趋势预计将在预测期内增加中国行动虚拟网路营运商的收入。
  • 印度和印尼等发展中国家的需求增加，随着地方政府推动数位和行动经济，智慧型手机越来越多地进入农村地区，这可能会推动对入门级智慧型手机的需求。例如，印度政府的数位印度计划是一项旗舰计划，旨在将印度转变为数位化社会。
  • 例如，2021 年 7 月，Vivo 通讯技术公司透过 Vivo Y72 增加了在印度的 5G 服务。 Y72 的售价为 20,990 印度卢比，凭藉其强大的功能和同类产品中明显独特的设计，提供卓越的智慧型手机体验。手机拥有8GB+4GB可扩充RAM，多工时不会卡顿。
  • 中国政府也一直在推动5G产业的发展，并青睐华为和中兴等本国公司，这些公司为该技术提供了必要的设备。此外，根据 GSMA 的数据，到 2025 年，5G 连线数将达到 8.07 亿。预计到 2025 年，中国将成为全球 5G 连线数最多的国家。

行动虚拟网路营运商 (MVNO) 产业概览

MVNO 市场竞争激烈，主要是因为存在多个参与者。市场正在走向碎片化，主要参与者采取服务创新和策略合作伙伴关係等策略来扩大客户群并保持市场竞争力。一些主要参与者包括 Lebara Group BV、TracFone Wireless Inc. 和 FRiENDi Mobile。本公司参与向订户提供销售服务、客户服务和行动服务。

2022 年 7 月，PeP 收购了 Simapka，以扩大波兰的金融和行动服务。此次收购将有助于开发一个生态系统，其中 POS 提供的各种附加服务将支持支付。主要目标是确保整个欧洲的零售店透过 Simapka 行动应用程式解决方案从稳定的数位化支付中受益。

2022 年 5 月，Cricket Wireless LLC 宣布与南方校际体育会议 (SIAC) 合作。这项为期三年的协议使 Cricket 能够为所有历史黑人学院/大学 (HBCU) 成员学校的 SIAC 球迷提供独特的体验。

2021 年 12 月，Lycamobile 与威尔斯政府合作，在整个春季和夏季实现远距学习。威尔斯的数位排斥学生在返回学校时和整个学年剩余时间都可以使用行动数据提升计划。此举旨在帮助确保儿童能够存取网路资源，并且在充满挑战的时期不会错过重要的学习和发展。

额外的好处：

  • Excel 格式的市场估算 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章：简介

  • 研究假设和市场定义
  • 研究范围

第 2 章：研究方法

第 3 章：执行摘要

第 4 章：市场动态

  • 市场概况
  • 产业吸引力－波特五力分析
    • 新进入者的威胁
    • 买家的议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争激烈程度
  • 产业价值链分析
  • 市场驱动因素
    • 行动网路用户的增加和行动装置的不断普及
    • 对高效蜂窝网路的需求不断增长
  • 市场挑战
  • COVID-19 对产业影响的评估

第 5 章：市场细分

  • 部署
    • 云
    • 本地部署
  • 运作模式
    • 经销商
    • 服务经营者
    • 完整的行动虚拟网路营运商
    • 其他操作模式
  • 订阅者
    • 企业
    • 消费者
  • 应用
    • 折扣
    • 蜂窝M2M
    • 商业
    • 媒体和娱乐
    • 移民
    • 零售
    • 漫游
    • 电信
  • 地理
    • 北美洲
      • 美国
      • 加拿大
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 西班牙
      • 欧洲其他地区
    • 亚太
      • 中国
      • 日本
      • 印度
      • 韩国
      • 亚太其他地区
    • 拉丁美洲
      • 巴西
      • 阿根廷
      • 哥伦比亚
      • 墨西哥
      • 拉丁美洲其他地区
    • 中东和非洲
      • 阿拉伯聯合大公国
      • 沙乌地阿拉伯
      • 南非
      • 中东和非洲其他地区

第 6 章：竞争格局

  • 公司简介
    • Lebara Group BV
    • TracFone Wireless Inc.
    • FRiENDi Mobile
    • Boost Mobile LLC (T-Mobile)
    • Virgin Mobile USA Inc.
    • Tesco Mobile Limited (Tesco PLC)
    • Cricket Wireless LLC (AT&T Inc.)
    • Lycamobile UK Limited
    • PosteMobile SpA
    • 1&1 Drillisch AG
    • Airvoice Wireless LLC
    • ASDA Mobile
    • Giffgaff Ltd
    • Kajeet Inc. (Arterra Mobility)
    • Truphone GmbH
    • Voiceworks GmbH
    • Asahi Net Inc.

第 7 章：投资分析

第 8 章：市场机会与未来趋势

简介目录
Product Code: 54201

The Mobile Virtual Network Operator Market size is estimated at USD 70.59 billion in 2024, and is expected to reach USD 97.87 billion by 2029, growing at a CAGR of 6.75% during the forecast period (2024-2029).

Mobile Virtual Network Operator (MVNO) - Market

New Technology enablers, like e-Sim, AI, ML, and edge computing, are creating new opportunities for MVNOs.

Key Highlights

  • The growing penetration of mobile devices is driving the market's growth. GSMA predicted that by the end of 2021, 5.3 billion individuals had subscribed to mobile services, accounting for 67% of the global population. Most people now own a mobile phone in increasing markets, implying that future growth will come from younger populations taking out their first mobile subscription. Over the next five years, an additional 400 million new mobile users are anticipated to be added, most of whom will be from the Asia-Pacific and Sub-Saharan Africa, bringing the total number of subscribers to 5.7 billion (70% of the global population).
  • Furthermore, mobile technology and services generated USD 4.5 trillion in economic value added, or 5% of global GDP in 2021. This value is expected to more than double by 2025, reaching approximately USD 5 trillion, as countries benefit from higher productivity and efficiency brought about by the growing use of mobile services.
  • As per GSMA, India is on its way to becoming the second-largest smartphone market globally by 2025, with around 1 billion installed devices. It is expected to have 920 million unique mobile subscribers by 2025, including 88 million 5G connections.
  • Further, the leading companies in the market are indulging in partnerships to offer their innovative products in different markets to gain more market presence. For instance, in June 2022, Plan.com launched its second mobile network on its connectivity platform via its Mobile Virtual Network Operator (MVNO) agreement with BT Wholesale. The company has expertise in providing innovative connectivity and productivity solutions to businesses across the United Kingdom through my.plan. The deal with BT Wholesale gives customers a choice, flexibility, and access to a second mobile network to take advantage of EE's connectivity.
  • The increasing number of services such as cloud, Machine to Machine (M2M) transactions, and mobile money are further expected to augment demand for mobile virtual network operators over the forecast period.
  • Retail MVNO subscriptions may provide users with grocery discounts and loyalty card perks or may help the retailer better target its customer base. An example of a retail MVNO is Asda Supermarket's Asda Mobile.
  • In June 2022, Reach Mobile announced that it had extended its strategic, turnkey Wholesale-as-a-Service (WaaS) agreement with T-Mobile, America's 5G leader, with the most prominent, fastest, and most reliable nationwide 5G network. The companies would use ReachNEXT, a Software-as-a-Service (SaaS) platform that accelerates and streamlines how businesses bring network-based services to market. T-Mobile wholesale customers can utilize ReachNEXT, a one-stop shop for launching and operating use cases such as MVNO, Fixed Wireless Access, Failover Internet, and IOT, with unprecedented simplicity and speed, potentially reaching millions of homes. The announcement also extends a multi-year MVNO agreement through which T-Mobile would continue to serve as the network for Reach Mobile's nationwide subscribers.
  • The COVID-19 pandemic accelerated the demand for agile and flexible work styles and further pushed the adoption of communication services that enhance work-life balance. Moreover, telecom regulators had postponed their plans for a 5G spectrum auction amid the global pandemic. The pandemic forced telecom operators worldwide to test their network resiliency and revisit their planned investments, especially in 5G technology.

Mobile Virtual Network Operator (MVNO) Market Trends

Consumer Segment is Expected to Hold a Significant Market Share

  • This is the primary and the most focused segment among MVNOs. The growing number of single mobile subscribers and the increasing mobile penetration in emerging economies are the major factors fuelling the segment's growth.
  • The market's prominent players provide wireless services at competitive costs worldwide. For instance, in July 2022, Boost Mobile introduced Connected Car, a turnkey solution for mobile internet at flexible prices. With Boost, anyone can get Wi-Fi in their automobile. Connect multiple tablets, computers, and phones in the consumer car and take them everywhere. During long road journeys, they can now stream their favorite shows and movies, surf the web and listen to their favorite podcasts and songs without using their cell phone's data plan. The Connected Car plan users get a remote Wi-Fi hotspot and mobile access to 5GB of 4G LTE data.
  • Moreover, in August 2022, Verizon announced that college students may now get Fios, a lightning-fast fiber optic network, for as little as USD 20 per month with AutoPay and specific 5G mobile plans. As colleges and institutions continue to provide students with virtual options for lectures - and some students admit to staying up until the wee hours of the morning on term papers - reliable and affordable home internet should not be an issue.
  • Traditionally, B2C or consumer segment dominated over the B2B segment regarding innovation and pricing. Billing and managing a fleet of devices is much more difficult than simple consumer service. Due to convenience and profit margins, MVNOs prefer investing in the consumer segment.
  • The growing adoption of e-SIM is also expected to expand the scope of the segment. The e-SIM, with the remote provisioning standards created by the GSMA, provides simplicity and flexibility to MVNOs' vendors.

Asia-Pacific is Expected to Hold a Major Market Share

  • The Asia-Pacific area accounts for a significant market share, as the region has always remained at the forefront in adopting technological advancements like 5G technology, connected mobile devices, and smartphone penetration, amongst others.
  • The Asia-Pacific is a significant smartphone market, owing to the region's rapidly increasing telecom sector and extensive client base. Furthermore, the region is spending more on wireless network services. Countries like India, Japan, Australia, Singapore, and South Korea are expanding their investments in the growth of their domestic telecom markets, which are likely to boost the MVNO market demand across the region.
  • China's mobile market has planned to open up to commercial licenses for MVNOs after the Ministry of Industry and Information and Technology (MIIT) launched a public consultation seeking industry input and feedback on the government's proposal to allow commercial MVNO licenses, including foreign-invested firms.
  • The number of mobile phone base stations has continued to increase, and the construction of 5G networks has made steady progress. According to Huang Chengqing, vice president of the Internet Society of China, China will have 9.96 million mobile phone base stations by December 2021, and the number of mobile phone users is also rapidly increasing. By 2021, China's overall mobile phone user population reached 1.643 billion, with 355 million using 5G phones. These trends are expected to boost the revenues of MVNOs in China during the forecast period.
  • The increased demand from developing countries, such as India and Indonesia, where smartphones are increasingly accessing rural regions as local governments push for digital and mobile economies, is likely to drive demand for smartphones at entry-level price points. For example, the Government of India's Digital India program is a flagship program aiming to transform the country into a digitally enabled society.
  • For instance, in July 2021, with the Vivo Y72, Vivo Communication Technology Co. Ltd increased its 5G offering in India. At INR 20,990, the Y72 provides a superior smartphone experience with its powerful features and a visibly unique design in its category. The phone has 8GB+4GB extendable RAM, which keeps it from choking while multitasking.
  • The Chinese government has also been pushing the development of its 5G industry, favoring its own companies, such as Huawei and ZTE, which make equipment necessary for the technology to work. Moreover, according to GSMA, there will be 807 million 5G connections by 2025. China is expected to account for the most significant number of 5G connections globally in 2025.

Mobile Virtual Network Operator (MVNO) Industry Overview

The MVNO market is highly competitive, primarily due to the presence of multiple players. The market is leading toward fragmentation, with the major players adopting strategies like service innovation and strategic partnerships to expand their client base and stay competitive in the market. Some major players include Lebara Group BV, TracFone Wireless Inc., and FRiENDi Mobile. Companies are involved in providing sales service, customer service, and mobile service to subscribers.

In July 2022, PeP acquired Simapka to expand financial and mobile services in Poland. This acquisition would aid in developing an ecosystem wherein the payments would be bolstered by a variety of additional services provided by POS. The major objective is to ensure that retail outlets throughout Europe gain benefit from the steady digitization of payments through the solutions of Simapka's mobile application.

In May 2022, Cricket Wireless LLC announced a collaboration with the Southern Intercollegiate Athletic Conference (SIAC). This three-year agreement allows Cricket to provide unique experiences to SIAC fans at all Historically Black Colleges/Universities (HBCUs) member schools.

In December 2021, Lycamobile partnered with the Welsh Government to enable remote learning throughout the spring and summer. The Mobile Data Uplift Scheme was available to digitally excluded students in Wales as they returned to school and throughout the rest of the school year. This aimed to help guarantee that children had access to internet resources and did not miss out on crucial learning and development during a challenging time.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Threat of New Entrants
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Market Drivers
    • 4.4.1 Increasing Mobile Network Subscribers and the Growing Penetration of Mobile Devices
    • 4.4.2 Rising Demand for Efficient Cellular Networks
  • 4.5 Market Challenges
  • 4.6 Assessment of the Impact of COVID-19 on the Industry

5 MARKET SEGMENTATION

  • 5.1 Deployment
    • 5.1.1 Cloud
    • 5.1.2 On-premise
  • 5.2 Operational Mode
    • 5.2.1 Reseller
    • 5.2.2 Service Operator
    • 5.2.3 Full MVNO
    • 5.2.4 Other Operational Modes
  • 5.3 Subsciber
    • 5.3.1 Enterprise
    • 5.3.2 Consumer
  • 5.4 Application
    • 5.4.1 Discount
    • 5.4.2 Cellular M2M
    • 5.4.3 Business
    • 5.4.4 Media and Entertainment
    • 5.4.5 Migrant
    • 5.4.6 Retail
    • 5.4.7 Roaming
    • 5.4.8 Telecom
  • 5.5 Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
    • 5.5.2 Europe
      • 5.5.2.1 Germany
      • 5.5.2.2 United Kingdom
      • 5.5.2.3 France
      • 5.5.2.4 Italy
      • 5.5.2.5 Spain
      • 5.5.2.6 Rest of Europe
    • 5.5.3 Asia-Pacific
      • 5.5.3.1 China
      • 5.5.3.2 Japan
      • 5.5.3.3 India
      • 5.5.3.4 South Korea
      • 5.5.3.5 Rest of Asia-Pacific
    • 5.5.4 Latin America
      • 5.5.4.1 Brazil
      • 5.5.4.2 Argentina
      • 5.5.4.3 Columbia
      • 5.5.4.4 Mexico
      • 5.5.4.5 Rest of Latin America
    • 5.5.5 Middle East and Africa
      • 5.5.5.1 United Arab Emirates
      • 5.5.5.2 Saudi Arabia
      • 5.5.5.3 South Africa
      • 5.5.5.4 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Lebara Group BV
    • 6.1.2 TracFone Wireless Inc.
    • 6.1.3 FRiENDi Mobile
    • 6.1.4 Boost Mobile LLC (T-Mobile)
    • 6.1.5 Virgin Mobile USA Inc.
    • 6.1.6 Tesco Mobile Limited (Tesco PLC)
    • 6.1.7 Cricket Wireless LLC (AT&T Inc.)
    • 6.1.8 Lycamobile UK Limited
    • 6.1.9 PosteMobile SpA
    • 6.1.10 1&1 Drillisch AG
    • 6.1.11 Airvoice Wireless LLC
    • 6.1.12 ASDA Mobile
    • 6.1.13 Giffgaff Ltd
    • 6.1.14 Kajeet Inc. (Arterra Mobility)
    • 6.1.15 Truphone GmbH
    • 6.1.16 Voiceworks GmbH
    • 6.1.17 Asahi Net Inc.

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS