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市場調查報告書
商品編碼
1734972
服務提供者的未來：如何因應低成本競爭對手The Future of the Service Provider: How to Respond to Low-cost Challengers |
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"如果寬頻ARPU降至歐洲水準（這並非不切實際），美國固定寬頻市場將萎縮超過400億美元。"
大多數高收入國家營運商的長期網路策略幾乎是固定不變的，固定網路採用光纖，行動網路採用4G/5G。這種常見的網路策略意味著服務供應商很少在網路覆蓋率或品質上競爭（因為大多數網路的效能都差不多）。相反，他們的重點是提供不同類型的服務，並確定哪種服務能夠長期成功。這種重點轉變是否會持續下去還有待觀察。
推動這項重點轉變的主要因素是低成本業者的崛起，尤其是Iliad和Digi，以及眾多本地光纖業者。
本報告探討了Iliad和Digi等新晉運營商的模式，並分析了其他運營商應對這些運營商的四種可能方式。
本報告解答的問題
- 消費者服務提供者未來的差異化優勢是什麼？
- 高階營運商能否繼續證明其比低成本競爭對手更高的價格是合理的？
- 服務提供者的未來會怎樣？
- 未來是屬於Digi的嗎？
"The US fixed broadband market would shrink by over USD40 billion if broadband ARPU fell to European levels (not an unrealistic proposition)."
The long-term network strategy for most operators in high-income countries is largely decided, with a mix of fibre for fixed networks and 4G/5G for mobile. This common network strategy means that service providers rarely compete on their network coverage or quality (because most networks offer similar performance). Far more emphasis is on the different types of offering, and it is unclear which will be most successful in the long term.
One significant catalyst to this change in emphasis is the rise of low-cost players, most obviously Iliad and Digi, as well as many local fibre players.
This report explores the model of players such as Iliad and Digi and analyses four possible ways in which other operators can respond to them.
Questions answered in this report:
- What are the possible future differentiators for consumer services providers?
- How can premium operators continue to justify higher prices than their low-cost competitors?
- What does the future of the service provider look like?
- Does the future belong to Digi?
