FCCWireless_Report2010

【取材執筆メモ2010】

FCCの携帯市場年次レポート

【タイトル】 †

Annual Report and Analysis of Competitive Market Conditions With Respect to Mobile Wireless, Including Commercial Mobile Services

Market Trend <pg5>【2008年から2009年の市場傾向】 †

• （携帯普及率、人口の90へ、一人平均709分／月）As of the end of 2008, 90 percent of Americans had a mobile wireless device, and Americans used these devices to talk for an average of 709 minutes each month.

• （音声利用が初めて減る）This year marks the first instance of reduced (though still substantial) voice usage, perhaps due to increased reliance on text and multimedia messaging

• （データセントリックスへ）Transition to a Data-Centric Market. Data traffic has grown significantly, due to the increased adoption of smartphones and data consumption per device. Indeed, with overall revenue per mobile customer generally remaining flat the past several years, revenue from newer data services is replacing revenue from traditional services.

• （ディバイスとアプリの急増）Proliferation of Devices and Applications.:iPhone Android

• （寡占の進行）Continued Industry Concentration. Over the past five years, concentration has increased in the provision of mobile wireless services. The two largest providers, AT&T, Inc. (AT&T) and Verizon Wireless, have 60 percent of both subscribers and revenue, and continue to gain share (accounting for 12.3 million net additions in 2008 and 14.1 million during 2009). The two nextlargest providers, T-Mobile USA (T-Mobile) and Sprint Nextel Corp. (Sprint Nextel), had a combined 1.7 million net loss in subscribers during 2008 and gained 827,000 subscribers during 2009. One widely-used measure of industry concentration indicates that concentration has increased 32 percent since 2003 and 6.5 percent in the most recent year for which data is available.

• （堅実な投資と比重の軽減）Robust Capital Investment but Declining Relative to Industry Size：One source reports capital investment at around ＄25 billion in both 2005 and 2008, while another shows that capital investment declined from around ＄25 billion to around ＄20 billion during the same period and that investment during the first half of 2009 was ＄8.9 billion.（中略）both sources show that capital investment has declined as a percentage of industry revenue over the same period (from 20 percent to 14 percent).

• （モバイル・ブロードバンド周波数）Role of Spectrum for Mobile Broadband.：In particular, lower-frequency spectrum possesses superior propagation characteristics that create certain advantages in the provision of mobile wireless broadband service, especially in rural areas.Lower-frequency spectrum potentially allows for a higher quality of coverage with fewer cell sites, when compared to other frequency bands used to provide mobile services. Conversely, higher-frequency spectrum may be effective for increasing capacity, particularly within smaller, more densely-populated geographic areas. Recent auctions reflect that lower frequency bands are more highly valued than higher frequencies. A significant portion of spectrum below 1 GHz is held by the two largest providers: 67 percent of the 700 MHz band, and 91 percent of the Cellular band, based on megahertz-POPs (MHz-POPs).

【携帯市場データ】 †

• 携帯音声プロバイダー
  • The coverage analysis suggests that approximately 284 million people, or 99.6 percent of the U.S. population, are served by one or more mobile voice providers.
  • Approximately 281 million people, or 98.6 percent of the population, are served by at least two mobile voice providers.
  • Approximately 273 million people, or 95.8 percent of the population, are served by at least three mobile voice providers.

• モバイル・ブロードバンド・プロバイダー
  • Approximately 280 million people, or 98.1 percent of the U.S. population, are served by one or more mobile broadband providers,7 according to the coverage analysis.
  • Approximately 255 million people, or 89.5 percent of the U.S. population, are served by two or more mobile broadband providers.
  • Approximately 217 million people, or 76.1 percent of the population, are served by at least three mobile broadband providers. During 2008 and 2009, the four nationwide mobile wireless service providers (AT&T, Verizon Wireless, Sprint Nextel and T-Mobile), as well as othermobile operators, continued to expand service into new markets and to upgrade their networks with mobile broadband technologies. They also announced plans to deploy 4G network technologies.

トップFCCWireless_Report2010に戻る

[2010-05-30]