Executive Summary

Fixed analogue voice, mobile voice and VoIP are converging, as well as IP and broadband, and operators will need to take an increasingly holistic view of this market.

While basic costs in fixed voice will drop by 80% or more, the opportunity still exists to increase ARPU. This would require a complete review of this 100-year-old product. There is certainly room for new premium voice services, based on more intuitive navigation, CD-sound quality and interactivity between handset and TV.

Broadband will combine voice and video, again opening up a whole range of new voice markets.
Incumbents will continue to defend their lucrative voice market (fixed voice and mobile) at all costs, but they are still losing the battle. VoIP is a very potent weapon and it can be used by the ISPs and BSPs. However, the other vertically-integrated competitors are more than happy to keep prices as high as possible, as they are all enjoying a comfortable wholesale ride on the incumbent high fixed-voice margins.

This unique report combines all the important information you need to know about VoIP, including my market and industry analyses, insightful technology information and overviews of key developments around the world, particularly in the USA and Japan.

Table of Contents
 
1.  MARKET OVERVIEW
1.1  The future of voice
1.2  Fixed voice market
1.2.1  Market Under pressure
1.2.2  Rearguard skirmishes in the voice market
1.2.3  The neglected market
1.3  Mobile voice market
1.3.1  Fixed-mobile convergence
1.3.2  Substitution well and truly underway
1.3.3  Pricing ?key to success
1.3.4  More mobile than fixed ?a country update
1.3.5  Ubiquitous networks
1.3.6  Advanced networks
1.3.7  BT trials in 2003
1.3.8  Mobile ?only option in developing countries
1.3.9  Mobile forced to move into commodity territory
1.3.10  Mobile companies failed to jump the S-curve
1.4  VoIP ?Overview and analysis
1.4.1  Historic overview
1.4.2  VoIP telephony is now mature
1.4.3  IP market statistics and forecasts
1.4.4  Reports from 2003
1.5  Market analyses
1.5.1  IP beyond VOIP
1.5.2  IP integrates voice and data
1.5.3  IP in the business market
1.5.4  IP is turning telecommunications into IT
1.6  Roundtable discussions on VoIP
1.6.1  Roundtables
1.6.2  Incumbents are holding back VoIP benefits
1.6.3  Corporate market demands that incumbents deliver VoIP
1.6.4  Residential and SME markets don抰 have the same power
1.6.5  Residential customers missing out on broadband benefits
1.6.6  The need for facilities-based competition
1.6.7  IP Telephony 50% penetration within 5 years
1.7  Virtual private networks (VPN)
1.7.1  Description of VPNs
1.7.2  Corporate VPN
1.7.3  Advantages and disadvantages
1.7.4  Simple Network Management Protocol (SNMP)
1.7.5  Advantages of VPNs over leased lines
1.7.6  Advantages of VPNs over traditional remote access
1.7.7  Types of VPN
1.8  Rapidly changing developments
1.8.1  VPNs during the 1990s
1.8.2  And since 2002
1.8.3  Growth of IP-VPN
1.9  VPN Security

2.  REGIONAL OVERVIEW
2.1  USA
2.1.1  Market analysis and predictions
2.1.2  Voice calls over the Internet
2.1.3  IP networks
2.1.4  Further developments
2.1.5  Major and emerging players
2.2  Canada
2.2.1  Via cable TV infrastructure
2.2.2  OECI, Orbit E-commerce Inc. (Orbit Canada)
2.2.3  Allstream's IP-VPN service
2.2.4  Bell Canada Enterprises
2.3  Europe
2.3.1  Key developments
2.3.2  Internal office integration
2.3.3  Standards
2.3.4  Statistics and forecasts corporate market
2.3.5  Country shorts
2.4  Asia
2.4.1  Introduction
2.4.2  China
2.4.3  Japan
2.4.4  South Korea
2.4.5  India
2.4.6  Singapore
2.4.7  Malaysia
2.4.8  Hong Kong
2.4.9  Taiwan
2.4.10  Indonesia
2.4.11  Thailand
2.5  Australia and New Zealand
2.5.1  Australia
2.5.2  New Zealand
2.6  Africa
2.6.1  VoIP overview
2.6.2  Chad
2.6.3  Egypt
2.6.4  Gambia
2.6.5  Ghana
2.6.6  Mali
2.6.7  Morocco
2.6.8  Nigeria
2.6.9  Senegal
2.6.10  South Africa
2.6.11  Uganda
2.6.12  Zimbabwe

3.  TECHNOLOGY AND REGULATORY
3.1  Technology
3.1.1  Introduction
3.1.2  VOIP
3.1.3  UDP packets preferred for voice
3.1.4  Private networks and the Internet
3.1.5  QoS ?Quality of Service
3.1.6  Internet telephony
3.1.7  VOIP on private networks
3.1.8  Additional benefits of VoIP
3.1.9  Comparing the Internet and the telephone network
3.1.10  Infrastructure
3.1.11  IP PABX
3.1.12  From technology to cost
3.2  Regulatory
3.2.1  Introduction
3.2.2  Carriers, governments and IP Telephony
3.2.3  FCC acts to keep VoIP viable
3.2.4  ITU Forum

4.  GLOSSARY OF ABBREVIATIONS

Exhibit 1 Components of network convergence
Exhibit 2 African PTOs using VoIP
Exhibit 3 Regulatory restrictions on VoIP in Africa
Exhibit 4 VoIP in Egypt
Exhibit 5 Contrasts between the telephone network and the Internet

Table 1 Fixed vs mobile telephony ?1991-2002
Table 2 Countries with more mobile than fixed telephone subscribers ?2002
Table 3 VoIP traffic amongst US users ?1998-2003
Table 4 Cost of voice packet call versus voice circuit call ?1998, 2003
Table 5 Retail VoIP market minutes of use and revenue ?2001-2007
Table 6 Cable and DSL VoIP subscribers by home and business (thousands) ?2002-2007
Table 7 Growth of IP-VPN market ?2001-2005
Table 8 US carrier IP VPN services revenue ?2002
Table 9 IP telephony growth estimates ?2005, 2010
Table 10 Key Findings IP survey 2003 ?2002 - 2004

Related information :

A-Z Countries
AARNet Pty Ltd
AT&T Corporation
Australia - Calling Card and Callback Markets
Australia - Internet - VoIP - Services and Projects
Australia - Internet - VoIP - Stats, Overview, Analyses
BellSouth Corporation
Bharat Sanchar Nigam Ltd
Bharti Tele-Ventures Limited
BT Global Services (previously BT Ignite)
Chad - Telecoms Market Overview & Statistics
China - Key Statistics and Telecommunications Market Overview
China Telecom Group
China Unicom Ltd
Cisco Systems Inc
Colt Telecom Group plc
Egypt - Internet, Broadband and E-Services
Egypt - Key Statistics and Telecommunications Market Overview
Egypt - Mobile Communications and Broadcasting
Europe - Data Communications Network Technologies
Gambia - Telecoms Market Overview & Statistics
Ghana - Telecoms Market Overview & Statistics
Global - Analysis - Industry - Enterprise-led telco recovery
Global - Analysis - Industry - Telecoms moving into 2005
Global - Convergence - Video on Demand (VoD)
Global - Internet
Global - Internet - Infrastructure
Global - Telecoms & IT - IP - Convergence, Applications
Global Crossing Ltd
India
Japan
Japan - Broadband - ADSL
Japan - Broadband - Cable, Wireless LAN, FTTH
Japan - Broadband - Market Overview
Japan - Fixed Network - IP Telephony
Japan - Fixed Network - Market Overview
Japan - Internet
Koninklijke PTT Nederland (KPN)
KPNQwest (Research discontinued May 2003)
Level 3 Communications (Research discontinued April 2003)
Lucent Technologies
Mahanagar Telephone Nigam Limited
Malaysia
Morocco - Telecoms Market Overview & Statistics
Nigeria - Data, Internet and E-Services
Nigeria - Key Statistics and Telecommunications Market Overview
Nigeria - Major Fixed Network Operators and Telecommunications Infrastructure
Nigeria - Mobile Communications and Broadcasting
Qwest Communication International (Archived)
RSL Communications Ltd (RSL COM)
SBC Communications
Senegal - Telecoms Market Overview & Statistics
South Africa - Broadcasting
South Africa - Data, Internet and E-Services
South Africa - Key Statistics, Telecom Market and Regulatory Overviews
South Africa - Mobile Communications
South Korea - Broadband - Broadband Services
South Korea - Internet and E-Services
Sprint Corporation
T Company Names
Taiwan
Technology - Internet 1 - Overview
Technology - Internet 10 - Streaming Media
Technology - Internet 2 - TCP, UDP
Technology - Internet 3 - Web browsing, Routing and Flexibility
Technology - Internet 4 - The Domain Name System
Technology - Internet 5 - Applications and Protocols
Technology - Internet 6 - E-mail
Technology - Internet 7 - HTTP and HTTPS
Technology - Internet 8 - Telephony and Voice over IP
Technology - Internet 9 - Search engines and Directories
Uganda - Data, Internet and E-Services
Uganda - Key Statistics and Telecommunications Market Overview
Uganda - Mobile Communications and Broadcasting
USA - Internet - E-Services
USA - IP Telephony
USA - Telecommunications - Major Operators
Verizon Communications
Videsh Sanchar Nigram Ltd
WilTel Communications (Archived)
Zimbabwe - Telecoms Market Overview & Statistics