Telco 與 Techco：營運商在製定蜂窩創新和 3GPP 標準方面的作用

本報告探討了營運商在製定蜂窩創新和3GPP 標準方面的作用，並探討了行動營運商向在標準開發和專利所有權方面處於領先地位的techcos（科技公司）的戰略轉變。它總結了這一點的重要性，主要運營商的努力、問題、建議等

報告的優點：

• 幫助營運商規劃並確定其參與 3GPP 的優先順序
• 確定市場上成功的專利策略和關鍵創新者
• 了解成功的標準和專利策略並從中學習
• 連結運營商和技術公司的舉措、標準參與和專利所有權

關鍵問題的答案：

• 哪些行動電信商在標準開發和專利所有權方面處於領先地位？
• 專利所有權和標準參與與向科技公司的策略轉型有何關聯？
• 對於當前市場向科技公司的轉變，對標準和專利工作的承諾告訴我們什麼？

研究亮點：

• China Mobile和NTT DOCOMO：在標準/專利開發和技術轉型方面均處於行業領先地位
• 沃達豐和其他業者：投資於市場驅動的創新，而不是標準和專利
• 雖然標準和專利開發由一級運營商主導，但規模較小的運營商正在努力轉型為更靈活、利基的技術公司。

目錄

簡介

為什麼業者需要成為Techco？

• 5G 帶來新的服務機會
• 5G 數據流量和訂閱量激增，但營收成長仍持平

如何成為行動電信商 Techco？

• 5G 即服務
• 投資垂直生態系統
• 數位化與資源釋放
• 蜂窩創新和標準化

行動電信商的 3GPP 活動：摘要

• 3GPP 工作小組
• 5G發布
• 區域分析
• 十大活躍行動電信商

SEP聲明

賦值

• 數位與軟體能力
• 3GPP 的垂直參與度較低
• 業務挑戰

主要範例

• China Mobile
• NTT DOCOMO
• Telefonica

重要要點/建議

Actionable Benefits:

• Help operators plan and prioritize The 3rd Generation Partnership Project (3GPP) involvement.
• Identify successful patent strategies and the key innovators in the market.
• Understand and learn from successful standards and patent strategies.
• Correlate between operator techco initiatives, standards involvement, and patent ownership.

Critical Questions Answered:

• Which mobile operators are leading in terms of standards developments and patent holdings?
• How does patent ownership and standards involvement correlate with strategic transformation to techco?
• What do standards involvement and patent initiatives tell us about techco transformation in the current market?

Research Highlights:

• China Mobile and NTT DOCOMO are the leading operators, both in standards and patent developments and techco transformations.
• Other operators, including Vodafone, are investing in market-led innovations, rather than standards and patents.
• Despite standards and patent developments being led by Tier Ones, smaller operators may be more nimble and niche to transform to a techco.

Who Should Read This?

• Decision makers within operators and vendors who are planning standards and patent strategies.
• Innovation leaders for Mobile Service Providers (MSPs) who need to understand who will likely innovate in standards and hold the most patents in the future.
• Planners within telco organizations who need to chart a path forward to identify future technologies and concepts.

Table of Contents

Introduction

Why Operators Need to Become Techcos?

• Enabling New Service Opportunities with 5G
• 5G Data Traffic and Subscriptions Soar, Yet Revenue Growth Remains Flat

How to Become a Techco as a Mobile Operator?

• 5G-as-a-Service
• Invest in Vertical Ecosystem
• Digitalization to Free Resources
• Cellular Innovation and Standardization

Mobile Operators' 3GPP Activity Summary

• 3GPP Working Groups
• 5G Releases
• Regional Analysis
• Top 10 Active Mobile Operators

SEP Declarations

Challenges

• Digital and Software Capabilities
• Low Vertical Involvement in 3GPP
• Business Challenges

Key Examples

• China Mobile
• NTT DOCOMO
• Telefonica

Key Takeaways and Recommendations