IMS Services: Fixed, Mobile & Convergent Revenue Opportunities - 2nd edition

This 2nd edition report looks at how the technology is evolving and highlights different development and implementation scenarios of IMS services in the mobile, fixed and fixed-mobile convergence markets, including an insight into the strategies of the leading operators in Europe, North America, and Asia Pacific.

Key Coverage

• Detailed market forecasts to 2012 - make fully informed strategic decisions and support your business planning with independent market forecasts to 2012 by revenue and subscriber
• Comprehensive analysis - determine how IMS will evolve, including different development and implementation scenarios of IMS services in the mobile, fixed and convergence markets
• Key case studies - gain a full understanding the threats and opportunities the IMS presents with in-depth, case studies that look at key players’ strategies and products
• Expert market outlook - assess the impact IMS will have on existing business models and markets with detailed, expert future outlook from experienced industry analysts

Market Data

• An invaluable insight into how IMS will be deployed by operators, and how it will be used alongside other developments such as non-SIP based services
• In-depth trend analysis looking at the vendor landscape and positioning including the top tier generalists as well as IMS specialists who have a core expertise in a particular IMS element or service
• Independent case studies including details of the best service opportunities and IMS’s role as part of the different classes of operators’ strategies, as they transform their businesses and pursue convergence
• Expert future outlook assessing the challenges IMS faces and how operators view and plan to deploy the technology, including analysis of other developments such as service delivery platforms and web-based services

Forecasts

Forecasts by region: North America, Latin America, EMEA, Asia Pacific include:

• Services: Revenues and subscribers
  • PSTN versus broadband revenues
  • IPTV and VoIP subscribers and revenues
• Subscribers and revenues of IMS fixed services
  • IPTV and VoIP
• Subscribers and revenues of IMS mobile services
  • PoC, video-sharing, IM, mobile VoIP
• Subscribers and revenues of IMS fixed mobile convergence (FMC) services
  • IMS VCC and other FMC services
• Equipment:
  • IMS capital expenditure
  • Fixed, mobile and fixed mobile convergence

Key Issues Addressed

• IMS expected role in the network given the rise of service delivery platforms and Web 2.0 services
• The status of the IMS standard
• Mobile, fixed and converged operators’ IMS strategies
• The impact of IMS on the telecommunications value chain
• Device vendors’ strategy and positioning
• IMS implementation and interoperability with legacy systems
• The regional differences regarding IMS deployment
• What the IMS barriers to deployment are and their significance
• Web 2.0: threat or opportunity for operators?
• Fixed, mobile and fixed mobile convergence service opportunities quantified

C H A P T E R 1

E X E C U T I V E S U M M A R Y

C H A P T E R 2

M A R K E T O V E R V I E W

State of the industry

Figure 2.1: Examples of mobile operator consolidation

Fixed and wireless telecom

Fixed networks

Figure 2.2: Global wired broadband subscribers forecasts by technology, 2007-2012

Broadband market dynamics

Mobile networks

Figure 2.3: Global mobile subscribers forecast, 2006-2011

Figure 2.4: Wireless networks and technologies

From circuit-switched to packet-based networks

The move to all-IP networks

Figure 2.5: BT’s existing network showing legacy networks

Figure 2.6: BT’s 21CN network

Global telecom trends

Fixed/mobile convergence

Figure 2.7: FMC operator categories with service examples

Figure 2.8: Launched FMC services

The rise of VoIP

Figure 2.9: The evolution of VoIP implementations

Figure 2.10: Wireless and cellular VoIP challenges

Service delivery

Figure 2.11: Microsoft’s Connected Services Framework

Figure 2.12: SDP developers

IMS

Figure 2.13: IMS operator benefits

Figure 2.14: Network layering - the IMS core and service layers residing above the IP core

The status of IMS deployments

Figure 2.15: IMS deployment timelines

Figure 2.16: Early launch IMS service examples

IMS trials and contracts

Figure 2.17: Global IMS trials, contracts and services: December 2004 to July 2007

C H A P T E R 3

T E C H N O L O G Y O V E R V I E W

IMS overview

Network layering

Figure 3.1: Traditional and IMS network layers

Building on IP communications

Figure 3.2: Packet network stack and common protocols

The merits of IMS

Figure 3.3: The advantages and challenges of IMS deployment

Services and applications using IMS

Push-to-talk

Figure 3.4: Softbank’s PoC-presence service

Video share

Instant messaging and presence

VoIP

IMS architecture

Figure 3.5: IMS network layer segmentation

Figure 3.6: Simplified IMS architecture

Figure 3.7: IMS network layers showing the key functional elements

Figure 3.8: ETSI’s TISPAN next generation network

IMS standards groups and associated technologies

Figure 3.9: IMS-related organisations

Figure 3.10: A converged IMS network showing contributions from the standards bodies

Standards groups

3GPP

Figure 3.11: 3GPP’s key IMS releases

3GPP2

ETSI TISPAN

Figure 3.12: ETSI TISPAN release details

The International Telecommunication Union (ITU)

Cablelabs

GSM Association

Figure 3.13: GSMA-backed SIP trials schedule

Open Mobile Alliance

Is the standards work meeting requirements?

Figure 3.14: The common IMS with the standard organisations under 3GPP

Figure 3.15: Growing complexity of IMS

Associated IMS technologies

Parlay/OSA

Figure 3.17: Parlay and Parlay X architecture

JAIN

IETF

Session initiation protocol

C H A P T E R 4

S Y S T E M V E N D O R P R O F I L E S

Figure 4.1: IMS vendor landscape segmentation

Vendor landscape

Figure 4.2: IMS vendor landscape

IMS vendor profiles

Figure 4.3: Vendor profiles across the IMS landscape

IMS system vendor profiles

Alcatel-Lucent: IMS system vendor

Company overview and strategy

Figure 4.4: Alcatel-Lucent organisational split

Figure 4.5: Alcatel-Lucent results by segment, 2005 and 2006

Products and services

Figure 4.6: Alcatel-Lucent IMS products

Customers and deals

Figure 4.7: Alcatel-Lucent IMS contracts

Figure 4.8: Analysis of Alcatel-Lucent’s IMS play

Ericsson

Company overview and strategy

Figure 4.9: Ericsson results by segment and region, 2005 and 2006

Products and services

Figure 4.10: Ericsson IMS product offerings

Customers and deals

Figure 4.11: Ericsson IMS public contracts

Figure 4.12: Ericsson additional IMS contract details

Figure 4.13: Analysis of Ericsson’s IMS play

Huawei

Company overview and strategy

Figure 4.14: Huawei results by segment and region, 2006

Products and services

Figure 4.15: Huawei IMS product offering

Customers and deals

Figure 4.16: Huawei IMS contracts

Figure 4.17: Analysis of Huawei’s IMS play

Motorola

Company overview and strategy

Figure 4.18: Motorola results by segment, 2005 and 2006

Products and services

Figure 4.19: Motorola IMS product offerings

Customers and deals

Figure 4.20: Motorola IMS contracts

Figure 4.21: Analysis of Motorola’s IMS play

Nokia Siemens Networks

Company overview and strategy

Figure 4.22: Nokia and Siemens results by segment, 2005 and 2006

Products and services

Figure 4.23: Nokia Siemens networks’ IMS product offerings

Customers and deals

Figure 4.24: Nokia Siemens IMS contracts

Figure 4.25: Nokia Siemens networks’ IMS references

Figure 4.26: Analysis of Nokia Siemens’ IMS play

Nortel Networks

Company overview and strategy

Figure 4.27: Nortel results by segment, 2005 and 2006

Products and services

Figure 4.28: Nortel IMS product offerings

Customers and deals

Figure 4.29: Nortel IMS contracts

Figure 4.30: Analysis of Nortel’s IMS play

Sonus Networks

Company overview and strategy

Figure 4.31: Sonus Networks limited results, 2005 and 2006

Products and services

Figure 4.32: Sonus Networks IMS product offerings

Figure 4.33: Sonus key IMS components

Customers and deals

Figure 4.34: Sonus Networks IMS contracts

Figure 4.35: Analysis of Sonus Networks IMS play

ZTE

Company overview and strategy

Figure 4.36: ZTE results by segment and region, 2005 and 2006

Products and services

Figure 4.37: ZTE IMS product offerings

Customers and recent deals

Figure 4.38: ZTE developments and IMS partnerships

Figure 4.39: Analysis of ZTE’s IMS play

C H A P T E R 5

O P E R AT O R S T R A T E G Y A N D S E R V I C E P L A N S

Operators’ strategies

Figure 5.1: IMS versus legacy network cost and revenue issues

Figure 5.2: IMS service development effort savings: proprietary service effort is 100%

Figure 5.3: Service provider categories and their IMS market requirements

Fixed operators

Mobile operators

Converged operators

Figure 5.4: France Telecom Orange’s service convergence strategy

IMS service rollouts

Figure 5.5: Number sample of operators’ IMS trials and deployments by service

Figure 5.6: Fixed network IMS contracts and trials breakdown

Figure 5.7: Mobile network IMS contracts and trials breakdown

Mobile services

Push-to-talk

Figure 5.8: PoC services roadmap

Video share

Figure 5.9: Benefits of IMS-enabled communication

Figure 5.10: The Sony Ericsson P990i as used with CSL’s video share service

Instant messaging and presence

Mobile and wireless VoIP

Figure 5.11: Players in the mobile and wireless VoIP market

Figure 5.12: Mobile and wireless operator types

Fixed services

VoIP

Figure 5.13: PSTN voice revenues versus total broadband revenues forecasts in Japan, 2006-2012

Figure 5.14: Softswitch and IMS architectures

Figure 5.15: Merits of softswitch and IMS

IPTV

Converged operators

Fixed/mobile convergence

Figure 5.16: UMA operation

Figure 5.17: VCC and UMA approaches

Figure 5.18: UMA and VCC advantages and drawbacks

Fixed/mobile convergence market deployments

Figure 5.19: Launched FMC services

FMC’s evolution

Figure 5.20: Fixed/mobile convergence roadmap pre-2007 to 2015

C H A P T E R 6

S C E N A R I O S , C H A L L E N G E S A N D T H E R O L E O F I M S

IMS deployment scenarios

Figure 6.1: New technology’s capex investment evolution

IMS scenario details

Figure 6.2: IMS adoption scenarios

Scenario 1: takeoff

Figure 6.3: IMS takeoff scenario

Scenario 2: pragmatism

Figure 6.4: IMS pragmatism scenario

Scenario 3: shadow

Figure 6.5: IMS shadow scenario

The expected evolution of IMS

Barriers to deployment

Figure 6.6: IMS barriers to deployment

Service delivery platforms

Figure 6.7: Service delivery platform architecture

SDP: an IMS enabler or competitor?

Operations support systems (OSS)

Figure 6.8: Operator OSS/BSS transformation strategies

Handset support for IMS

SIP for mobiles

Figure 6.9: IMS client framework

Changes in the businesses of operators and vendors

Figure 6.10: Changes affecting operators

IMS services versus the open Internet

Figure 6.11: Competition from convergence and developments outside traditional telecom

Figure 6.12: IMS couples traditional telecom with IT practices

IMS’s impact on equipment vendor landscape

Figure 6.13: Value chain disruption due to IMS

Figure 6.14: Network-layered hierarchy: equipment nodes and investment

Figure 6.15: IMS vendor analysis

The value proposition of IMS

C H A P T E R 7

S E R V I C E P R O V I D E R C A S E S T U D I E S

Figure 7.1: Operator IMS adoption segmentation

Figure 7.2: IMS operators’ adoption curve

AT&T

Operator overview

Figure 7.3: AT&T 2006 revenues split by customer

Figure 7.4: AT&T financial data, 2005 and 2006

Figure 7.5: AT&T wireline and AT&T Mobility (Cingular) wireless financial data, 2005 and 2006

Services and activities

Mobile telecoms

Figure 7.6: Apple iPhone

Fixed telecoms

Fixed/mobile convergence

Enterprise

Figure 7.7: AT&T main contracts and projects

Strategy

Figure 7.8: AT&T’s IMS roadmap

Figure 7.9: Analysis of AT&T and IMS

BT

Operator overview

Figure 7.10: BT Group’s business units

Figure 7.11: BT financial data, 2006 and 2007

Services and activities

Mobile telecoms

Figure 7.12: HTC S620 Handset

Fixed telecoms

Fixed/mobile convergence

Enterprise

Figure 7.13: BT main 21CN contracts

Strategy

BT 21CN

Figure 7.14: BT 21CN roadmap

Figure 7.15: BT’s 21CN showing the role of IMS

Web21C

Figure 7.16: Analysis of BT and IMS

France Telecom

Operator overview

Figure 7.17: France Telecom’s business units

Figure 7.18: France Telecom financial data, 2005 and 2006

Figure 7.19: France Telecom Livebox home gateway

Services and activities

Mobile telecoms

Fixed telecoms

Fixed/mobile convergence

Enterprise

Figure 7.20: France Telecom main contracts and projects

Strategy

Figure 7.21: Analysis of France Telecom and IMS

TeliaSonera

Operator overview

Figure 7.22: TeliaSonera business units

Figure 7.23: TeliaSonera financial data, 2005 and 2006

Figure 7.24: Re-stated 2005 and 2006 results using the four business units announced year-start 2007

Services and activities

Mobile telecoms

Fixed telecoms

Fixed/mobile convergence

Enterprise

Figure 7.25: TeliaSonera IMS contract

Strategy

Figure 7.26: TeliaSonera’s IMS service framework

Figure 7.27: Analysis of TeliaSonera and IMS

NTT DoCoMo

Operator overview

Figure 7.28: NTT DoCoMo’s mobile network upgrade roadmap

Figure 7.29: NTT DoCoMo financial results, 2006 and 2007

Services and activities

Mobile telecoms

Fixed/mobile convergence

Enterprise

Figure 7.30: NTT DoCoMo main IMS contracts

Strategy

Figure 7.31: NTT DoCoMo IMS evolution plan

Figure 7.32: Analysis of NTT DoCoMo and IMS

SK Telecom

Operator overview

Figure 7.33: South Korean broadband convergence network and its schedule

Figure 7.34: SK Telecom financial results, 2005 and 2006

Mobile services and activities

Figure 7.35 SK Telecom main IMS contract

Strategy

Figure 7.36: South Korean broadband convergence network

Figure 7.37: Analysis of SK Telecom and IMS

Other service provider case studies

Verizon Wireless

Figure 7.38: Verizon Wireless services, main contracts and IMS analysis

Softbank

Figure 7.39: Softbank’s services, main contracts and IMS analysis

Vodafone

Figure 7.40: Vodafone’s services, main contracts and IMS analysis

C H A P T E R 8

I M S D E P L O Y M E N T A N D I N F R A S T R U C T U R E F O R E C A S T S

Overview on different market segments

Figure 8.1: IMS fixed, mobile and FMC services covered in the forecasts

Methodology

Subscribers

Revenues

Infrastructure and capital expenditure

Figure 8.2: Capex estimate methodology

Figure 8.3: Evolution path of IMS capex investment

General forecasts

IMS mobile telecoms

Figure 8.4: Global revenue forecast for mobile IMS services, 2006-2012

Push-to-talk over cellular (PoC)

Figure 8.5: Global subscriber forecast for IMS PoC, 2006-2012

Figure 8.6: Global revenue forecast for IMS PoC, 2006-2012

Figure 8.7: Regional subscribers and revenue forecasts for IMS PoC, 2006-2012

Mobile IM and presence

Figure 8.8: Global subscriber forecast for mobile IM and presence, 2006-2012

Figure 8.9: Global revenue forecast for mobile IM and presence, 2006-2012

Figure 8.10: Regional subscribers and revenue forecasts for mobile IM and presence, 2006-2012

Video share

Figure 8.11: Global subscriber forecast for video share, 2006-2012

Figure 8.12: Global revenue forecast for video share, 2006-2012

Figure 8.13: Regional subscribers and revenue forecasts for video share, 2006-2012

Mobile VoIP and other services

Figure 8.14: Global subscriber forecast for mobile VoIP, 2006-2012

Figure 8.15: Global revenue forecast for mobile VoIP, 2006-2012

Figure 8.16: Regional subscribers and revenue forecasts for mobile VoIP, 2006-2012

IMS fixed telecoms

PSTN versus broadband data revenues

Figure 8.17: PSTN voice revenues forecast by region, 2006-2012

Figure 8.18: PSTN voice versus broadband revenues forecast by region, 2006-2012

VoIP and IPTV

Figure 8.19: Global VoIP and IPTV subscribers forecast, 2006-2012

Figure 8.20: Global VoIP and IPTV revenues forecast, 2006-2012

IMS double play and triple play

Figure 8.21: Global subscriber forecast for IMS double play and IMS triple play, 2006-2012

Figure 8.22: Global revenue forecast for IMS VoIP and IMS IPTV, 2006-2012

Figure 8.23: Regional subscribers for IMS double play and revenue forecasts for IMS VoIP, 2006-2012

Figure 8.24: Regional subscribers for IMS triple play and revenue forecasts for IMS IPTV, 2006-2012

IMS fixed/mobile convergence

IMS VCC and other IMS FMC

Figure 8.25: Global subscriber forecast for IMS VCC and other IMS FMC, 2006-2012

Figure 8.26: Global combined revenue forecast of IMS VCC and other IMS FMC, 2006-2012

Figure 8.27: Regional subscribers for IMS VCC and other IMS FMC and total revenues forecasts,

2006-2012

Infrastructure expenditure

Figure 8.28: Global capex forecast for pure fixed IMS, 2006-2012

Figure 8.29: Global capex forecast for mobile IMS, 2006-2012

Figure 8.30: Global capex forecast for fixed/mobile convergence, 2006-2012

Figure 8.31: IMS capex forecasts by network and by region, 2006-2012