2015年1月20日火曜日

2015年のモバイルマーケット予測:By SAP



SAP社のある人の予測。2015年のモバイル関連、市場をどう予測するか。

  1. Messaging continues to evolve as the number 1 used service – whether that is through SMS, non-SMS messaging apps, or in contextually-specific circles.  SMS as a medium will continue a slow decline, worldwide as a P2P channel.  In the United States, overall SMS traffic will drop slightly (no more than 3% Year over Year) mostly due to larger iOS market share (iMessage effect).

    ⇒メッセージングサービスは引き続き進化し続ける。が、iOSのシェアが減るにつれて通信トラフィックも減っていく(3%以上)

  2. Messaging as a consumer engagement channel, including SMS will remain a bright spot with more growth as consumers realize the benefits of simple notification messages. Other channels (e.g. push notifications, mobile wallets [e.g. Passbook]) will be used more intelligently by marketers to reduce push-notification fatigue that many smartphone users experience.

    ⇒メッセージングサービス(SMS含む)は、シンプルな通知として利用される。プッシュ通知やパスブックのようなモバイルウォレットにも関連する通知サービスも、多くのスマートフォンユーザーの通知疲れを減らしていくだろう

  3. Contactless payments will grow substantially in 2015, with dozens of retail chains launching NFC Point-of-Sale support to benefit users of Apple Pay, Google Wallet, Softcard and other similar payment initiation solutions – not only in the United States, but in many markets around the world. In top markets, usage among enabled smartphone users will top 15% by year-end.  The alternative, CurrentC will launch; however, several retail chains will drop out of the Merchants Consumer Exchange (MCX) in favor of NFC supported solutions. Square will deliver Apple Pay compatible solutions in 2015.

    ⇒NFCによるPOSサポートが実現し、小売り業界でもモバイルペイメントが安定導入が始まる。Apple Pay、Google Wallet、Softcardのようなものが先陣(米国だけではない)。SquareはApple Payと連携されるようになる。

  4. More messaging consolidation in store for 2015. One or more of the independent non-SMS messaging providers will be acquired by a non-messaging company. The benefits of social messaging will be too much to ignore for the rest of this decade. Starting in 2015, more contextually-specific online solutions will include various styles of P2P messaging – all with specific benefits for mobile users.

    ⇒メッセージングアプリベンダの更なる買収劇。Whatsappのように。今まで以上に無視できないビジネス、サービスであるメッセージングサービスは、これまで以上にモバイルユーザーにとって重要になるだろう。

  5. As privacy and security concerns are belayed, more marketing and analytic solutions will be able to use anonymized mobile meta-data to provide unprecedented views on consumer engagement and behavior through mobile device usages. This will lead to more targeted and less intrusive consumer engagement through mobile by using new and innovation solutions such as beacons, messaging, and location-enhanced apps. All of this data (truly “big data”) will help retailers, marketers, and even MNOs have much better, more reliable visibility into what consumers are doing.

    ⇒セキュリティとプライバシーは常に結びついている、今後さらにビーコンやメッセージングサービス、地理情報などの情報における匿名性での利用が増えるだろう。

  6. Mobile device OS rankings will not change appreciably in 2015.  Android, iOS, and Windows will remain in the top 3; however, Tizen and Firefox will eclipse Blackberry.  As the iPhone 6/6+ continues to grow, global iOS market share will grow up to 5 percentage points and drop slightly by year-end.

    ⇒モバイル端末とOSのランキングにそう変化は無い年だろう。TizenとFirefoxはBBを買収する。iPhoneも引き続きシェアを伸ばす。

  7. The current wearable glut will begin to filter out the winners from losers.  Apple Watch will do very well – popular variations will sell out and the Apple Watch will become a new platform for a variety to innovative solutions.  Headlines will be made.  Other, less functional or very function-specific wearables will quietly disappear. One or two Apple Watch primary rivals will emerge. These “watches” and wristbands won’t just be for fitness anymore.

    ⇒ウェアラブル端末への過剰な期待。Apple Watchも人気となり、新しいデバイス/プラットフォームの仲間入り。逆に、消えていくウェアラブルデバイスも多数出てくるだろう。

  8. LTE network deployments will top 450 operators by year end, with over 250 networks available for LTE Roaming.  By year end, there will be more than 80 networks, worldwide that will have deployed LTE Advanced.  Many European operators will abandon premium pricing for LTE networks – instead bundling all 3G/LTE into one data rate plan.

    ⇒LTEネットワークの普及。2015年末までに、80ものLTEネットワークが確立する。LTE-Advancedも。

  9. Blackberry will show some growth in 2015.  If they are not acquired (notwithstanding the Samsung / Blackberry rumors as I write this).  Apple will introduce their annual upgrades to the iPhone 6 devices (the 6s / 6s Plus?), which will help people move from iPhone 4/5 to 6/6+.  Samsung and other Android stalwarts won’t be left behind.  Even Sony may come back strong.

    ⇒BBの成長。彼らが買収されない場合。Sonyはちょっと良くなるかも。よくわからん。
  10. Mobile networks will play an increasingly important role in the Internet of Things (IoT) solutions – from specific network access support to SIM-enabled devices.  Apple HomeKit will shake up the fragmented connected home/home automation marketplace; however, other solutions will help bring some interoperability into the picture enabling HomeKit to support various home automation standards such as Z-Wave, Insteon, and others.

    ⇒モバイルネットワークはIoTにおける重要な役割。AppleのHomeKitのようなホームオートメーションに必要なIoTだったり、Z-WaveInsteonだったり。

あんまりおもしろくなかったーw