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

Table of Contents

• EXECUTIVE SUMMARY

• MARKET OVERVIEW
• 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

• TECHNOLOGY OVERVIEW
• 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

• SYSTEM VENDOR PROFILES
  • 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

• OPERATOR STRATEGY AND SERVICE PLANS
• 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

• SCENARIOS, CHALLENGES AND THE ROLE OF IMS
• 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

• SERVICE PROVIDER CASE STUDIES
  • 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

• IMS DEPLOYMENT AND INFRASTRUCTURE FORECASTS
• 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