查看购物车
  • Traditional Chinese
  • English
  • Japanese
封面
市场调查报告书
商品编码
1644405

美国虚拟行动服务业者(MVNO)：市场占有率分析、产业趋势与统计、成长预测（2025-2030 年）

US Mobile Virtual Network Operator (MVNO) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

美国虚拟行动服务业者（MVNO）市场规模预计到 2025 年将达到 143.1 亿美元，到 2030 年将达到 176.7 亿美元，预测期内（2025-2030 年）的复合年增长率为 4.31%。

美国行动虚拟网路营运商 (MVNO)-市场-IMG1

主要亮点

  • 虚拟行动服务业者（MVNO）不拥有手机讯号塔和网路设备等实体基础设施，而是透过从现有行动通讯业者（MNO）租赁网路存取来提供行动通讯服务。 5G MVNO 技术以其卓越的资料速度、最小的延迟和先进的连接性而闻名，为 MVNO 扩展传统语音和资料之外的服务提供了坚实的基础。这导致了企业行动虚拟网路营运商 (MVNO) 的兴起，其中物流、製造和医疗保健等行业透过建立和管理私有网路引领潮流。
  • 同样，eSIM技术将使MVNO和行动通讯业者受益。借助 eSIM，MVNO 可以轻鬆地在单一装置上切换通讯业者，而无需实体 SIM 卡。 eSIM 还将使 MVNO 能够提供新的灵活服务，例如临时的本地通讯业者连接或垂直特定服务，例如连网型设备的互联网。例如，2024 年 3 月，大型通讯业者（缩写为 VI）Vodafone Idea 推出了一项针对预付用户的服务。
  • 人工智慧可以透过多种方式使行动虚拟网路营运商受益。其中之一是利用人工智慧和机器学习演算法来改善客户个人化和提供最佳优惠。这有助于 MVNO 根据个人客户的偏好和需求量身定制他们的服务，从而有可能提高客户满意度和忠诚度。此外，人工智慧可以帮助优化无线电资源分配，这在 MVNO 运营的竞争激烈且受到严格监管的通讯业中尤其重要。人工智慧演算法还可以预测维护需求并自动化某些流程，例如客户服务聊天机器人。整体而言，人工智慧有潜力帮助行动虚拟网路营运商提高效率、降低成本并改善客户体验。预计这些趋势将推动所研究的市场。
  • 随着日本拥抱数位转型，连网型设备、机器对机器通讯、云端运算、物联网 (IoT)、工业 4.0 和边缘运算等趋势的兴起凸显了对快速、高效网路的迫切需求。作为回应，MVNO 越来越关注物联网、M2M 和全球连结。这些 MVNO 正在寻求增强连接解决方案，并将其与汽车、医疗设备、穿戴式装置和工业机械等设备和服务无缝整合。
  • 政府压力的增加和竞争的加剧迫使通讯供应商降低降价以维持市场地位。这使得通讯业对价格非常敏感。大多数虚拟网路营运商都利用定价模式来吸引客户。这个市场的利润率较低，因为虚拟网路营运商透过从主要通讯业者租赁频宽来向消费者提供低廉的价格。 MVNO 充当批发商，从宽频业者网路大量购买频宽，然后以折扣价出售给消费者。

美国虚拟行动服务业者(MVNO) 市场趋势

经销商部分预计将占据大部分市场份额

  • 经销商充当仲介业者，销售供应商和营运商的服务，同时遵守标准服务等级协定 (SLA)。所有服务的提供者和运营商将开立单一发票。经销商 MVNO 可以以自有品牌或与 MNO 联合品牌运作。通常，这些品牌经销商已经建立了品牌销售管道和大量现有客户群，可以利用这些客户群来促进销售。行动经销商模式适合希望为客户提供客製化通讯费率方案的企业。相较之下，品牌经销商模式适合希望透过行动通讯服务来加强自有品牌的公司。
  • 经销商通常是行动网路营运商 (MNO) 最容易接受的 MVNO 类型。在这种模式下，MVNO 可以推出自己的附加价值服务(VAS)。有限责任意味着行动虚拟网路营运商在这个细分市场中的风险较小，但缺乏营运控制也限制了商机。在这种模式中，MVNO 不拥有任何资产，而是与 MNO 合作。这意味着 MVNO 不拥有客户、基础设施、SIM 卡，也没有定价能力。然而，MVNO 确实可以控制分销和品牌功能。
  • 经销商 MVNO 受益于更快的市场进入速度和更低的推出成本，因为大多数基础设施需求由网路营运商管理。然而，经销商仍需要承担行销、销售和分销成本。随着 4G 和 5G 技术的日益普及，经销商模式将在未来几年抓住重大机会。例如，新推出的MVNO Venn Mobile 在 Teltik 旗下运营，Teltik 是一家与 T-Mobile 业务策略一致的经销商。 Venn Mobile 提供无限通话、简讯、资料和 50GB 行动热点，每月仅需 30 美元。
  • 此外，技术进步也发挥关键作用。智慧型手机的广泛应用和行动互联网普及率的提高为行动虚拟网路营运商提供创新资料中心服务创造了肥沃的土壤。此外，4G 的推出和 5G 网路的预期扩展为经销商 MVNO 提供了提供高速资讯服务的机会，而无需进行大量基础设施投资。这些努力正在推动市场向前发展。根据VIAVISION预计，到2023年，美国将有503个城市可以接入5G网络，比世界上任何其他国家都多。
  • 最新一波的虚拟网路营运商正优先推出和维护自己的服务能力。这些功能结合了以云端为中心的方法、API主导的通讯服务整合以及主要基于网路的自我护理选项，以最大限度地减少对传统通讯基础设施的依赖。透过采用精实、敏捷的业务流程，这些 MVNO 不仅可以与现有企业竞争，还可以提高客户满意度并引入价格差异化。他们利用 PaaS 实现收费、CRM 整合、产品目录管理、评级、发票和发票格式化等功能。这种选择具有战略意义，因为这些应用程式在运行时无需最终用户的直接干预，并且可以从非同步后台处理中受益。

在市场区隔方面，预计消费市场将占很大份额

  • 推动美国MVNO 成长的主要因素之一是对低成本行动服务的需求不断增长。该国许多消费者对价格敏感，正在寻找传统行动行动电话业者的经济实惠的替代方案。 MVNO 透过提供有竞争力的价格和灵活的计划来满足不同群体的需求。
  • 推动美国MVNO 成长的另一个因素是行动网路服务的日益普及。根据GSMA报告，到2025年，美国5G连线数量预计将达到2.52亿。此外，到2030年，5G连线预计将占美国所有连线的95%。随着需求的成长，越来越多的消费者正在寻找经济实惠且可靠的行动网路服务。 MVNO 透过提供各种计划和套餐来满足不同需求和预算，从而满足了这项需求。因此，消费者正在积极寻求该国的 MVNO 服务，从而推动了需求。
  • 此外，资料通讯服务需求的不断增长也推动了该国行动虚拟网路营运商 (MVNO) 的成长。随着越来越多的美国消费者开始使用行动装置存取网路、社群媒体和串流媒体服务，行动虚拟网路营运商 (MVNO) 也纷纷推出资料通讯计画和套餐，以满足各种需求和预算。据爱立信称，预计2024年北美5G行动用户数将达到3.1475亿，到2029年将成长到4.3291亿。
  • 消费者越来越重视能够直接满足连结需求的品牌。作为回应，MVNO 正在定制具有不同资料通讯品质和 5G 选项的套餐以满足客户需求。预计这项策略措施将促进市场成长。此外，预计行动虚拟网路营运商采用的多样化定价策略将在预测期内进一步推动消费者细分市场的扩张。
  • 随着各行各业技术创新的不断加快，对连网设备的需求也急剧上升。物联网和汽车产业正在引领这一趋势，为行动虚拟网路营运商创造巨大商机。美国四大通讯业者都在大力投资开发物联网和 NB-IoT 基础设施，其中 Verizon 的投资额约为 10 亿美元。 MVNO 格局即将发生巨大变化，尤其是随着Google等科技巨头进入市场。这些科技巨头正在利用 MVNO 模式为其当前提供的服务增值。

美国MVNO 行业概况

美国MVNO 市场是半独立的，主要企业包括 Verizon Communications Inc.、AT&T Corporation、T-Mobile USA Inc.、Cricket Wireless LLC 和 Xfinity Mobile（康卡斯特公司）。市场参与者正在采取联盟和收购等策略来加强其产品供应并获得永续的竞争优势。

  • 2024 年 7 月：Mediacom Communications 作为 MVNO 与 Verizon 合作，在所有市场推出新的行动产品。在此次发布之前经过了两个月的测试阶段，在此期间，Mediacom 与员工一起试用了行动服务，并采用 Reach 进行后勤部门配置和收费。儘管是 NCTC 的成员，Medicom 还是选择放弃与 Reach 和 AT&T 达成的现有协议，并独自开展行动业务。
  • 2024 年 4 月，专注于隐私的行动服务先驱 Cape 获得由 A* 和 Andreessen Horowitz主导的 6,100 万美元融资。本轮资金筹措的其他参与者包括 XYZ Ventures、ex/ante、Costanoa Ventures、Point72 Ventures、Forward Deployed VC 和 Karman Ventures。利用这笔资金筹措，Cape 的目标是建立一个全国性的行动网路。此网路承诺提供优质的无线覆盖，同时以独特的方式确保姓名、号码和位置等个人识别资讯的保密性。此次资金筹措公告发布之际，美国政府官员对主要通讯的网路安全漏洞的担忧日益加剧，这增加了其面临海外威胁的潜在风险。

其他福利：

  • Excel 格式的市场预测 (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

第二章调查方法

第三章执行摘要

第四章 市场洞察

  • 市场概况
  • 产业价值链分析
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买家的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争
  • 技术简介
  • 新冠肺炎疫情对市场的影响

第五章 市场动态

  • 市场驱动因素
    • 行动网路用户和资料用户的增加
    • 对高效率行动电话网路的需求日益增加
  • 市场挑战
    • 市场区隔

第六章 市场细分

  • 按商业模式
    • 经销商
    • 服务提供者
    • 完整的 MVNO
    • 其他商业模式
  • 用户
    • 商业
    • 消费者

第七章 竞争格局

  • 公司简介
    • Verizon Communications Inc.
    • AT&T Corporation
    • T-Mobile USA Inc.
    • Cricket Wireless LLC
    • Xfinity Mobile（Comcast Corporation）
    • DISH Network LLC（Boost Mobile LLC）
    • TracFone Wireless Inc.（Straight Talk）
    • Republic Wireless Inc.
    • FreedomPop Inc.
    • Consumer Cellular Inc.

第 8 章供应商市场占有率

第九章投资分析

第十章：市场的未来

简介目录
Product Code: 71593

The US Mobile Virtual Network Operator Market size is estimated at USD 14.31 billion in 2025, and is expected to reach USD 17.67 billion by 2030, at a CAGR of 4.31% during the forecast period (2025-2030).

US Mobile Virtual Network Operator (MVNO) - Market - IMG1

Key Highlights

  • Mobile virtual network operators (MVNOs) offer mobile communication services by leasing network access from established mobile network operators (MNOs) rather than owning physical infrastructure like cell towers and network equipment. 5G MVNO technology, known for its superior data speeds, minimal latency, and heightened connectivity, offers MVNOs a robust foundation to expand their services beyond traditional voice and data. This has led to the emergence of Enterprise MVNOs, with sectors like logistics, manufacturing, and healthcare spearheading the trend by establishing and managing their private networks.
  • Similarly, eSIM technology benefits MVNOs and mobile operators. With eSIM, MVNOs can easily swap carriers on a single device without a physical SIM card. This can significantly reduce the cost and time required to activate new mobile services. eSIM also allows MVNOs to offer new flexible services, such as temporary local operator connectivity or specialized services for specific verticals, such as the Internet of connected devices. For instance, in March 2024, Vodafone Idea, a major telecom operator known by its short form VI, launched services for its prepaid users.
  • Artificial intelligence can potentially benefit MVNOs in several ways. One potential application is to improve customer personalization and next-best actions through the use of AI and machine learning algorithms. This could help MVNOs tailor their services to individual customer preferences and needs, leading to increased customer satisfaction and loyalty. Additionally, AI could help optimize wireless resource allocation, which is particularly important in the highly competitive and regulated telecom industry where MVNOs operate. AI algorithms could also predict maintenance needs and automate certain processes, such as customer service chatbots. Overall, AI has the potential to enable MVNOs to improve their efficiency, reduce costs, and enhance the customer experience. Trends like these are expected to drive the studied market.
  • As the country embraces digital transformation, trends like the rise of connected devices, machine-to-machine communication, cloud computing, the Internet of Things (IoT), Industry 4.0, and edge computing underscore the urgent need for high-speed, efficient networks. In response, MVNOs are increasingly focusing on IoT, M2M, and global connectivity. These MVNOs are set to enhance connectivity solutions, seamlessly integrating them with devices and services spanning vehicles, medical instruments, wearables, and industrial machinery.
  • Rising government pressure and increasing competition are forcing telecom vendors to reduce tariff prices to stay in the market. Thus, the telecom sector is becoming highly price sensitive. Most MVNOs leverage the low-cost model to gain customers. This market has a low profit margin because MVNOs offer consumers cheaper rates by renting spectrum from major carriers. They function as wholesalers who purchase bandwidth in large quantities from extensive carrier networks and sell at a discount to consumers.

US Mobile Virtual Network Operator (MVNO) Market Trends

The Reseller Segment is Expected to Hold a Significant Share in the Market

  • Resellers act as intermediaries, selling services from a provider or operator while adhering to a standard service-level agreement (SLA). The overall service provider or operator issues a single bill. A reseller MVNO can operate under its own brand or co-brand with an MNO. Typically, these branded resellers come with established brand distribution channels or a substantial existing customer base, which they can leverage for sales. The mobile reseller model caters to companies aiming to offer customized mobile communication tariffs to their clientele. In contrast, the branded reseller model suits companies looking to enhance their brand with mobile communication services.
  • Resellers are typically the most readily accepted type of MVNO by mobile network operators (MNOs), as MNOs retain control over most processes. This model allows MVNOs the potential to offer their own value-added services (VAS). With limited liability, this market segment presents fewer risks for MVNOs, but it also curtails revenue opportunities due to the lack of operational control. In this model, MVNOs partner with MNOs without holding any assets. This means they do not own the client, the infrastructure, or the SIM, nor do they have the ability to set prices. However, MVNOs do maintain control over distribution and branding functionalities.
  • Reseller MVNOs benefit from quicker market entry and lower startup costs, as they rely on network operators to manage most infrastructure needs. However, these resellers still bear the expenses for marketing, sales, and distribution. With the increasing adoption of 4G and 5G technologies, the reseller model is poised to seize significant opportunities in the coming years. For example, Venn Mobile, a newly launched MVNO, operates under Teltik, a reseller aligned with T-Mobile's business strategy. Venn Mobile offers a monthly plan priced at USD 30, featuring unlimited talk, text, data, and a 50GB mobile hotspot allowance.
  • Additionally, technological advancements have also played a crucial role. The proliferation of smartphones and the increasing mobile internet penetration have created fertile ground for MVNOs to offer innovative data-centric services. Also, the rollout of 4G and the anticipated expansion of 5G networks provide opportunities for reseller MVNOs to deliver high-speed data services without heavy infrastructure investments. Such initiatives are driving the market positively. According to VIAVISION, as of 2023, 5G network access was available in 503 cities in the United States, the most of any country globally.
  • The latest wave of MVNOs is prioritizing the launch and upkeep of unique service capabilities. These capabilities blend a cloud-centric approach, API-driven communication service integration, and predominantly web-based self-care options, all while relying minimally on traditional communications infrastructure. By adopting lean and agile business processes, these MVNOs are not only competing with established operators but are also enhancing customer satisfaction and introducing price differentiation. They are leveraging PaaS for functions like billing, CRM integration, product catalog management, rating, invoicing, and bill formatting. This choice is strategic because these applications operate without direct end-user intervention and benefit from asynchronous background processing.

The Consumer Segment is Expected to Hold a Significant Share in the Market

  • One of the main factors driving the growth of MVNOs in the United States is the increasing demand for low-cost mobile services. Many consumers in the country are price-sensitive and are looking for affordable alternatives to traditional mobile operators. MVNOs have responded to this demand by offering competitive pricing and flexible plans catering to different segments.
  • Another factor contributing to the growth of MVNOs in the United States is the increasing availability of mobile internet services. According to the report by GSMA, by 2025, the United States is expected to have 252 million 5G connections. Further, by 2030, 5G connections are expected to account for 95% of all US connections. As the demand increases, more consumers seek affordable and reliable mobile internet services. MVNOs have responded to this demand by offering various plans and packages catering to different needs and budgets. Hence, consumers actively seek MVNO services in the country, which drives the demand.
  • Further, the growth of MVNOs in the country is also driven by the increasing demand for data services. As more consumers in the United States use their mobile devices to access the internet, social media, and streaming services, MVNOs are responding by offering a range of data plans and packages that cater to different needs and budgets. According to Ericsson, there were an estimated 314.75 million 5G mobile subscriptions in North America in 2024, which is predicted to increase to 432.91 million by 2029.
  • Consumers increasingly prioritize brands that cater directly to their needs for internet connectivity. In response, MVNOs tailor packages with varied data quality of service and 5G options, aligning closely with customer demands. This strategic move is expected to drive the growth of the market. Additionally, the diverse pricing strategies adopted by MVNOs are projected to further bolster the consumer segment's expansion during the forecast period.
  • The demand for connected devices has surged as industries undergo radical technological transformations. The IoT and automotive sectors are leading the charge, presenting substantial opportunities for MVNOs. All four major telecom operators in the United States have invested heavily in developing IoT and NB-IoT infrastructures, with Verizon investing approximately USD 1 billion. The MVNO landscape is on the brink of a significant shift, especially with tech giants like Google making their foray into the market. These tech giants are leveraging the MVNO model to enhance the value of their current offerings.

US Mobile Virtual Network Operator Industry Overview

The US MVNO market is semi-consolidated, with major players like Verizon Communications Inc., AT&T Corporation, T-Mobile USA Inc., Cricket Wireless LLC, and Xfinity Mobile (Comcast Corporation). Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

  • July 2024: Mediacom Communications rolled out its new mobile product in all its markets, partnering with Verizon as its MVNO. This launch follows Mediacom's two-month testing phase, during which it trialed the mobile service with its employees and selected Reach for back-office provisioning and billing. Despite being a member of the National Content & Technology Cooperative (NCTC), Mediacom chose to pursue its mobile venture independently, bypassing the co-op's existing agreements with Reach and AT&T.
  • April 2024: Cape, a trailblazer in privacy-centric mobile services, secured USD 61 million in funding, spearheaded by A* and Andreessen Horowitz. Other contributors to this financing round include XYZ Ventures, ex/ante, Costanoa Ventures, Point72 Ventures, Forward Deployed VC, and Karman Ventures. With this influx of capital, Cape aims to establish a nationwide mobile network. This network promises premium wireless coverage while uniquely ensuring the confidentiality of personal identifiers, such as names, numbers, and locations. This funding announcement coincides with heightened concerns from top US officials regarding the cybersecurity lapses of major telecommunications carriers, which potentially expose them to foreign threats.

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 INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Technology Snapshot
  • 4.5 The Impact of the COVID-19 Pandemic on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Mobile Network Subscribers and the Growing Penetration of Data Users
    • 5.1.2 Rising Demand for Efficient Cellular Networks
  • 5.2 Market Challenges
    • 5.2.1 Fragmented Nature of the Market

6 MARKET SEGMENTATION

  • 6.1 By Operating Model
    • 6.1.1 Reseller
    • 6.1.2 Service Operator
    • 6.1.3 Full MVNO
    • 6.1.4 Other Operational Models
  • 6.2 By Subscriber
    • 6.2.1 Business
    • 6.2.2 Consumer

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Verizon Communications Inc.
    • 7.1.2 AT&T Corporation
    • 7.1.3 T-Mobile USA Inc.
    • 7.1.4 Cricket Wireless LLC
    • 7.1.5 Xfinity Mobile (Comcast Corporation)
    • 7.1.6 DISH Network LLC (Boost Mobile LLC)
    • 7.1.7 TracFone Wireless Inc. (Straight Talk)
    • 7.1.8 Republic Wireless Inc.
    • 7.1.9 FreedomPop Inc.
    • 7.1.10 Consumer Cellular Inc.

8 VENDOR MARKET SHARE

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET