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市場調查報告書
商品編碼
1950753

行動即時通訊市場:2026-2030

Mobile Messaging Market: 2026-2030

出版日期: | 出版商: Juniper Research Ltd | 英文 | 商品交期: 最快1-2個工作天內

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簡介目錄

預計到 2028 年,全球 OTT(Over-the-Top)即時通訊應用用戶將超過 50 億,這將推動企業溝通策略的轉變。

摘要

本研究報告深入分析了行動即時通訊市場,該市場在未來五年內將發生顯著變化。本研究報告為行動即時通訊供應商、行動網路營運商 (MNO) 和企業提供如何利用行動即時通訊市場不斷變化的市場動態的洞察。此外,報告還闡述了簡訊流量和收入的下降、富通訊服務 (RCS) 流量的成長以及對話式人工智慧如何重塑競爭格局。

本研究報告包含多種可供單獨購買的選項,包括存取預測行動即時通訊市場未來成長的數據。 具體而言,我們提供關於行動訊息服務用戶數量、訊息量以及簡訊、彩信、OTT、社群媒體訊息、電子郵件和RCS市場佔有率的詳細預測,為利害關係人提供關於趨勢和機會的可操作性洞察。此外,我們也對行動訊息市場中領先的20家公司進行了深入分析。本研究也可作為完整的研究套件提供,其中包含所有這些要素,並享有大幅折扣。

這些要素共同構成了對理解和掌握這個快速變化的市場至關重要的分析。這使行動訊息供應商、行動網路營運商和企業能夠確定制定未來策略的關鍵方法。本研究套件的廣泛涵蓋範圍使其成為這個快速成長市場中所有利害關係人的必備資源。

所有報告內容均提供英文版本。

主要特點

  • 市場動態:本報告深入分析了行動訊息市場的關鍵趨勢和不斷變化的市場動態,指出簡訊流量和收入正在下降,而RCS和社群媒體訊息等富媒體訊息管道則持續成長。本研究評估了領先供應商如何定位自身以從市場變化中獲益,並詳細闡述了他們可以採取哪些進一步措施來更好地適應不斷變化的市場。此外,本報告也分析了61個主要國家/地區行動訊息市場的當前和未來成長率。
  • 關鍵洞察和策略建議:本報告詳細分析了行動訊息市場的關鍵機會和洞察,並為行動訊息供應商、行動網路營運商 (MNO) 和企業提供了關鍵策略建議。
  • 產業預測基準:本報告提供了未來五年訊息發送量(依簡訊、彩信、OTT、社群媒體訊息、電子郵件和RCS細分)和行動訊息收入(依簡訊、彩信和RCS細分)的預測。
  • Juniper Research 競爭格局排行榜:Juniper Research 競爭格局排行榜展示了 20 家行動訊息服務供應商的實力,並根據市場表現、產品優勢和未來業務前景等標準對其進行評估。

目錄

市場趨勢與策略

第一章:主要結論與策略建議

  • 主要結論與策略建議
  • 主要結論
  • 策略建議

第二章:行動訊息市場的未來展望

  • 行動訊息:簡介
  • 簡訊
    • 簡訊流量下降
    • 簡訊詐騙
    • 簡訊釣魚
    • 灰色路由
    • 自動資訊科技
    • 詐欺即服務
    • 對話式訊息
    • 監理環境
  • 彩信 (MMS)
  • OTT
    • WhatsApp 的新定價模式
    • OTT 平台提供者面臨的挑戰
      • OTT 詐欺
      • 持續的監管壓力
  • 社群媒體
  • 電子郵件
  • RCS
    • RCS 互通性
    • RCS 主要用例
    • RCS 詐欺
  • 行動訊息平台概述
  • 行動訊息生態系統分析
    • 行動電信商
    • 訊息聚合商
    • 防詐騙提供者
    • 聊天機器人供應商
    • 社群媒體平台

第三章 各國準備索引

  • 全國準備度指數概覽
    • 重點市場
    • 成熟市場
    • 新興市場

競爭對手排行榜

第一章:Juniper Research 競爭對手排行榜

  • 為何閱讀本報告?

第二章:供應商簡介

  • 行動訊息供應商簡介
    • Bird
    • CEQUENS
    • Clickatell
    • CM.com
    • Comviva
    • Global Message Services (GMS)
    • Infobip
    • Interop Technologies
    • LINK Mobility
    • Mitto
    • Monty Mobile
    • Orange Wholesale
    • Proximus Global
    • Sinch
    • Soprano Design
    • Syniverse
    • Tanla
    • Tata Communications
    • Twilio
    • Vonage
  • 評估方法
  • 局限性和解釋
  • 相關研究

數據和預測

第一章:行動簡訊市場概論

  • 行動簡訊市場預測概述
  • 行動簡訊流量
  • 行動簡訊總收入

第二章:簡訊與彩信:市場預測及要點

  • 簡訊和彩信市場
  • 簡訊總流量
    • P2P簡訊流量
    • A2P簡訊流量
  • 簡訊總收入
    • A2P簡訊總收入
  • 彩信總流量

第三章:OTT簡訊:市場預測及重點

  • OTT簡訊市場
    • 預測與研究方法論
    • OTT 即時通訊流量

第四章:RCS 即時通訊:市場預測及重點

  • RCS 即時通訊概述
    • 預測及研究方法
    • RCS 設備年度總流量

第五章:聊天機器人:市場預測及重點

  • 行動即時通訊中聊天機器人的未來
    • 預測及研究方法
    • 聊天機器人訪問量
    • 即時通訊應用程式中聊天機器人的總交易額

第六章:社群媒體即時通訊:預測及主要結論

  • 預測及研究方法論
  • 行動裝置上的社群媒體訊息流量
簡介目錄

'OTT Messaging Apps to Exceed 5 Billion Users Globally by 2028; Driving Shift in Enterprise Communication Strategies'

Overview

Juniper Research's Mobile Messaging research suite provides insightful analysis of a market that will experience significant change in the next five years. The research suite provides mobile messaging vendors, mobile network operators (MNOs), and enterprises with intelligence on how to capitalise on changing market dynamics within the mobile messaging market. Additionally, it offers guidance on how declining SMS traffic and revenue, increasing Rich Communication Services (RCS) traffic, and conversational AI will change the competitive landscape.

The Mobile Messaging Market research suite includes several different options which can be purchased separately, including access to data mapping the future growth of the mobile messaging market. This includes detailed forecasts for mobile messaging users, messages sent, and market shares for SMS, MMS, over-the-top (OTT), social media messaging, email, and RCS; providing actionable insights into the trends and opportunities for stakeholders in the market. Additionally, it includes a document containing an extensive analysis of the 20 market leaders in the mobile messaging market. The coverage can also be purchased as a Full Research Suite which includes all of these elements and a substantial discount.

Collectively, these elements provide essential analysis for understanding and exploiting this rapidly changing market; allowing mobile messaging vendors, MNOs, and enterprises to identify key approaches to shape their future strategy. The research suite's extensive coverage makes it a required resource for all stakeholders involved in this fast-growing market.

All report content is delivered in the English language.

Key Features

  • Market Dynamics: Insights into key trends and changing market dynamics within the mobile messaging market, as SMS traffic and revenue decline and rich messaging channels such as RCS and social media messaging continue to grow. The research suite assesses how the leading vendors are positioning themselves to profit from the market shift; detailing what they can further do to better align with the evolving market. The suite also includes a regional market growth rate analysis on the current development and future growth of the mobile messaging market across 61 key countries.
  • Key Takeaways & Strategic Recommendations: In-depth analysis of key opportunities and findings within the mobile messaging market, accompanied by key strategic recommendations for mobile messaging vendors, MNOs, and enterprises.
  • Benchmark Industry Forecasts: Five-year forecasts are provided for volume of messages sent, split by SMS, MMS, OTT, social media messaging, email, and RCS, as well as mobile messaging revenue, split by SMS, MMS, and RCS.
  • Juniper Research Competitor Leaderboard: Key player capability and capacity assessment for 20 mobile messaging vendors via the Juniper Research Competitor Leaderboard; scoring these vendors on criteria such as market performance, product strength, and future business prospects.

Table of Contents

Market Trends & Strategies

1. Key Takeaways & Strategic Recommendations

  • 1.1 Key Takeaways & Strategic Recommendations
  • 1.2 Key Takeaways
  • 1.3 Strategic Recommendations

2. Mobile Messaging Future Market Outlook

  • 2.1 Mobile Messaging Introduction
    • Figure 2.1: Total Mobile Messaging Traffic, 2025, Split by Service: 181 Trillion
    • Figure 2.2: Total Mobile Messaging Traffic in 2025, Split by 8 Key Regions: 180 Trillion
  • 2.2 SMS
    • 2.2.1 Declining SMS Traffic
    • 2.2.2 Fraud Over SMS
      • i. Smishing
      • ii. Grey Routes
      • iii. AIT
        • Figure 2.3: AIT Fraud
    • 2.2.3 Fraud-as-a-Service
      • Figure 2.4: Elements of FaaS
    • 2.2.4 Conversational Messaging
      • Figure 2.5: Conversational Messaging on SMS
    • 2.2.5 Regulatory Environment
  • 2.3 MMS
    • Figure 2.6: Total MMS Traffic (m), Split by 8 Key Regions, 2025-2030
  • 2.4 OTT
    • Figure 2.7: Total OTT Messaging Traffic (bn), Split by 8 Key Regions, 2025-2030
    • 2.4.1 WhatsApp's New Pricing Model
    • 2.4.2 Challenges Facing OTT Platform Providers
      • i. Fraud Over OTT
      • ii. Constant Regulatory Pressure
  • 2.5 Social Media
    • Figure 2.8: Total Social Media Messaging Traffic (bn), Split by 8 Key Regions, 2025-2030
  • 2.6 email
    • Figure 2.9: Total email Traffic (m), Split by 8 Key Regions, 2025-2030
  • 2.7 RCS
    • Figure 2.10: Total RCS Traffic (m), Split by 8 Key Regions, 2025-2030
    • 2.7.1 RCS Interoperability
    • 2.7.2 Key RCS Use Cases
    • 2.7.3 Fraud Over RCS
  • 2.8 Mobile Messaging Platform Summary
  • 2.9 Mobile Messaging Ecosystem Analysis
    • 2.9.1 Mobile Operators
      • Figure 2.11: Total SMS Revenue (m), Split by 8 Key Regions, 2025-2030
    • 2.9.2 Messaging Aggregators
    • 2.9.3 Fraud Prevention Providers
    • 2.9.4 Chatbot Vendors
      • Figure 2.12: Chatbot Cost Savings To Enterprises, 2025-2030
    • 2.9.5 Social Media Platforms

3. Country Readiness Index

  • 3.1 Introduction to Country Readiness Index
    • Figure 3.1: Juniper Research Country Readiness Index Regional Definitions
    • Table 3.2: Juniper Research Country Readiness Index Scoring Criteria: Mobile Messaging
    • Figure 3.3: Juniper Research Country Readiness Index: Mobile Messaging
    • Table 3.4: Juniper Research Mobile Messaging Country Readiness Index: Market Segments
    • 3.1.1 Focus Markets
      • Figure 3.5: Total Mobile Messaging Revenue ($m), Split by 8 Focus Markets, 2025
      • i. High GDP
        • Figure 3.6: GDP per Capita ($), Split by 8 Focus Markets, 2025
      • ii. High Mobile Handsets and Internet User Rates
        • Figure 3.7: Total Number of Mobile Handsets (m), Split by 8 Focus Markets, 2025
        • Figure 3.8: Proportion of Population That Are Internet Users (m), Split by 8 Focus Markets, 2025
      • iii. High Levels of Traffic
        • Figure 3.9: Total Mobile Messaging Traffic (m), Split by 8 Focus Markets, 2025 3.1.2 Growth Markets
        • Figure 3.10: Total Number of Mobile Handsets (m), Split by 6 Growth Markets, 2025-2030
      • i. Internet Users
      • ii. Fastest-growing GDP
        • Figure 3.11: Average GDP per Capita ($), Growth Market Segment, 2025-2030
    • 3.1.3 Saturated Markets
      • Figure 3.12: Total Mobile Messaging Revenue ($m), Split by Saturated Markets, 2025
    • 3.1.4 Developing Markets
      • Figure 3.13: Total Mobile Messaging Traffic (m), 2025, Split by 8 Developing Markets
      • i. Low GDP
        • Table 3.14: Juniper Research Country Readiness Index Heatmap: North America
        • Table 3.15: Juniper Research Country Readiness Index Heatmap: Latin America
        • Table 3.16: Juniper Research Country Readiness Index Heatmap: West Europe
        • Table 3.17: Juniper Research Country Readiness Index Heatmap: Central & East Europe
        • Table 3.18: Juniper Research Country Readiness Index Heatmap: Far East & China
        • Table 3.19: Juniper Research Country Readiness Index Heatmap: Indian Subcontinent
        • Table 3.20: Juniper Research Country Readiness Index Heatmap: Rest of Asia Pacific
        • Table 3.21: Juniper Research Country Readiness Index Heatmap: Africa & Middle East

Competitor Leaderboard

1. Juniper Research Competitor Leaderboard

  • 1.1 Why Read This Report
    • Table 1.1: Juniper Research Competitor Leaderboard: Vendors & Product Portfolio
    • Figure 1.2: Juniper Research Competitor Leaderboard: Mobile Messaging
    • Table 1.3: Juniper Research Competitor Leaderboard: Mobile Messaging
    • Table 1.4: Juniper Research Competitor Leaderboard Heatmap: Mobile Messaging Vendors (Page 1 of 2)
    • Table 1.4: Juniper Research Competitor Leaderboard Heatmap: Mobile Messaging Vendors (Page 2 of 2)

2. Vendor Profiles

  • 2.1 Mobile Messaging Vendor Profiles
    • 2.1.1 Bird
      • i. Corporate Information
        • Table 2.1: Bird's Acquisitions 2012 - Present
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.2 CEQUENS
      • i. Corporate Information
        • Table 2.2: CEQUENS' Acquisitions, 2016-present
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.3 Clickatell
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.4 CM.com
      • i. Corporate Information
        • Table 2.3: Acquisitions Made by CM.com, 2020 to Present
        • Table 2.4: CM.com's Select Financial Information ($m), 2022-2024
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.5 Comviva
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Recommendations
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.6 Global Message Services (GMS)
      • i. Corporate Profile
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.7 Infobip
      • i. Corporate Profile
        • Table 2.5: Infobip's Acquisitions - April 2021 to present
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.8 Interop Technologies
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.9 LINK Mobility
      • i. Corporate Information
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.10 Mitto
      • i. Corporate Information
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.11 Monty Mobile
      • i. Corporate Information
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.12 Orange Wholesale
      • i. Corporate Information
        • Table 2.6: Orange Group's Revenue for Financial Years 2022-2024 (Euro-bn)
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.13 Proximus Global
      • i. Corporate Information
        • Table 2.7: Proximus Global's Select Financial Information ($m), FY23 and FY24
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.14 Sinch
      • i. Corporate
        • Table 2.8: Sinch's Acquisitions 2020-Present
        • Table 2.9: Sinch's Selected Financial Information (SEKm), 2022-2024
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.15 Soprano Design
      • i. Corporate Information
      • ii. Geographical Spread
        • Figure 2.10: Soprano Design Global Reach and Support Network
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.16 Syniverse
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.17 Tanla
      • i. Corporate Information
        • Figure 2.11: Tanla's Revenue (Indian Rupee), FY 2024-FY 2025
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.18 Tata Communications
      • i. Corporate
        • Figure 2.12: Tata Communications' Select Financial Information (Indian Rupee in crore), FY 23-24 & FY 24-25
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.19 Twilio
      • i. Corporate
        • Figure 2.13: Twilio's Revenue ($m), 2022-2024
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
    • 2.1.20 Vonage
      • i. Corporate Information
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.2 Juniper Research Leaderboard Assessment Methodology
  • 2.3 Limitations & Interpretations
    • Table 2.14: Juniper Research Competitor Leaderboard Scoring Criteria: Mobile Messaging Vendors
  • 2.4 Related Research

Data & Forecasting

1. Mobile Messaging Market Summary

  • 1.1 Introduction to Mobile Messaging Market Forecasts
    • Figure 1.1: Total Number of Users of Messaging Services (m), Split by Service, 2025-2030
  • 1.2 Total Mobile Messaging Traffic
    • Figure and Table 1.2: Total Mobile Messaging Traffic (bn), Split by 8 Key Regions, 2025-2030
    • Table 1.3: Total Number of Users of Messaging Services (m), Split by 6 Key Services, 2025-2030
    • Table 1.4: Total Number of Messages Sent (m), Split by 6 Key Services, 2025-2030
  • 1.3 Total Mobile Messaging Revenue
    • Figure & Table 1.5: Total Mobile Messaging Revenue ($m), Split by 8 Key Regions, 2025-2030

2. SMS & MMS: Market Forecasts & Key Takeaways

  • 2.1 SMS & MMS Market
    • 2.1.1 P2P Messaging Forecast Methodology
    • 2.1.2 A2P Messaging Forecast Methodology
      • Figure 2.1: P2P SMS Forecast Methodology
      • Figure 2.2: A2P SMS Forecast Methodology
      • Figure 2.3: MMS Forecast Methodology
  • 2.2 Total SMS Traffic
    • Figure & Table 2.4: Total Annual Handset SMS Traffic (bn), Split by 8 Key Regions, 2025-2030
    • 2.2.1 P2P SMS Traffic
      • Figure & Table 2.5: Total P2P SMS Traffic (bn), Split by 8 Key Regions, 2025-2030
    • 2.2.2 A2P SMS Traffic
      • Figure & Table 2.6: Total A2P SMS Traffic (bn), Split by 8 Key Regions, 2025-2030
  • 2.3 Total SMS Revenue
    • Figure & Table 2.7: Total SMS Revenue ($m), Split by 8 Key Regions, 2025-2030 2.3.1 Total P2P SMS Revenue
    • Figure & Table 2.8: Total P2P SMS Revenue ($m), Split by 8 Key Regions, 2025-2030
    • 2.3.2 Total A2P SMS Revenue
      • Figure & Table 2.9: Total A2P SMS Revenue ($m), Split by 8 Key Regions, 2025-2030
  • 2.4 Total MMS Traffic
    • Figure & Table 2.10: Total MMS Traffic (m), Split by 8 Key Regions, 2025-2030 2.4.1 Total MMS Revenue
    • Figure & Table 2.11: Total MMS Revenue ($m), Split by 8 Key Regions, 2025-2030

3. OTT Messaging: Market Forecasts & Key Takeaways

  • 3.1 OTT Messaging Market
    • 3.1.1 Forecast & Methodology
      • Figure 3.1: OTT Mobile Messaging Forecast Methodology
    • 3.1.2 Total OTT Messaging Traffic
      • Figure & Table 3.2: Total OTT Messaging Traffic (bn), Split by 8 Key Regions, 2025-2030

4. RCS Messaging: Market Forecasts & Key Takeaways

  • 4.1 Introduction to RCS Messaging
    • 4.1.1 Forecast & Methodology
      • Figure 4.1: RCS Mobile Messaging Forecast Methodology
    • 4.1.2 Total Annual RCS Handset Traffic
      • Figure & Table 4.2: Total Annual Handset RCS Traffic (m), Split by 8 Key Regions, 2025-2030

5. Chatbots: Market Forecasts & Key Takeaways

  • 5.1 The Future of Chatbots in Mobile Messaging
    • 5.1.1 Forecast & Methodology
      • Figure 5.1: Messaging Chatbots Forecast Methodology
    • 5.1.2 Total Number of Chatbots Accessed
      • Figure & Table 5.2: Total Number of Chatbots Accessed (m), Split by 8 Key Regions, 2025-2030
    • 5.1.3 Total Transaction Spend Over Messaging App Chatbots
      • Figure & Table 5.3: Total Transaction Spend Over Messaging App Chatbots ($m), Split by 8 Key Regions, 2025-2030
      • Table 5.4: Total Cost Savings to Businesses Enabled by Messaging App Chatbot Implementation ($m), Split by 8 Key Regions, 2025-2030

6. Social Media Messaging: Forecasts & Key Takeaways

  • 6.1.1 Forecast & Methodology
    • Figure 6.1: Social Media Mobile Messaging Forecast Methodology
  • 6.1.2 Total Mobile Device Social Media Messaging Traffic
    • Figure & Table 6.2: Total Mobile Device Social Media Messaging Traffic (bn), Split by 8 Key Regions, 2025-2030
    • Table 6.3: Total Mobile Device Social Messaging Traffic (bn), Split by Device Type, 2025-2030