- Published: June 2012
- Region: Global
USA Intelligence Report - United States: Mobile Revenue to Overtake All Fixed-Line Services by 2015
- Published: July 2010
- Region: United States
- Pyramid Research, Inc
Through 2015, the U.S. will add more mobile subscriptions (about 80 million) than any other developed nation with mobile revenue surpassing all fixed-line services by end of 2015, according to a new report.
United States: Mobile Revenue to Overtake All Fixed-Line Services by 2015 offers a precise profile of the country's telecommunications, media, and technology sectors based on proprietary data from our research in the market. It provides detailed competitive analysis of both the fixed and mobile sectors, tracks the market shares of technologies and services, and monitors the introduction and spread of new technologies.
With an estimated $362 billion in service revenue in 2010, the U.S. will continue to be more than twice as large as the next most sizable markets - Japan and China - throughout the forecast period. Over the next five years, Pyramid expects total communications service revenue to grow at a CAGR of 2.53 percent to reach $410.2 billion in 2015.
By 2015, mobile broadband computing will comprise about 40 percent of total mobile subscription net adds. "We believe embedded 3G, WiMax, and LTE devices, including M2M communications, e-readers, and telematics, will continue to drive adoption after the market exceeds 100 percent penetration," says Ozgur Aytar, Research Director at Pyramid Research. "All of the major broadband service providers already, or are beginning to, provide service bundles that integrate mobile broadband services, a key area of differentiation. By 2015, we expect mobile services to overtake fixed in terms of revenue."
The U.S. fixed-line segment is in a stage of transformation in which broadband services, and no longer fixed voice, are rapidly becoming core services for network operators. Pyramid expects broadband to surpass fixed voice penetration of households by 2011 as broadband becomes the primary means of communication, notes Aytar, enabling a slew of extremely popular value-added services, including social networking (e.g., Facebook), online video (e.g., YouTube, Hulu) and blogging (e.g., Twitter). SHOW LESS READ MORE >
Market and Competitor Overview
- US in a regional context
- Economic, demographic and political context
- Regulatory environment
- Demand profile
- Service evolution
- Competitive landscape
- Major market players
- Mobile services
- Fixed services
We expect the US communications market, including traditional pay-TV, to generate $362bn in service revenue in 2010, up 2% from the previous year. Due to the uptake levels currently observed and anticipated for the next five years for broadband access and broadband-enabled services, including VoIP and IPTV, as well as advanced pay-TV services offsetting the steep declines in revenue from voice services, the market is set to grow at a CAGR of 2.5% from year-end 2010 to year-end 2015, reaching $410.2bn in 2015.
Accounting for a large part of the growth, mobile data revenue will climb from $46bn in 2009 to $56bn in 2010 and $107bn in 2015. Already larger than fixed broadband, mobile data will surpass fixed voice (PSTN + VoIP) in 2012. On the fixed broadband front, revenue from providing broadband access is expected to increase from $34bn in 2009 to about $48bn in 2015. IPTV will grow from $3bn in 2009 to $16.6bn in 2015, and VoIP will grow from $10bn in 2009 to $24bn in 2015.