The IMS Report Market Forecast to 2012

Executive Summary
 E.1  An Open and Standardised Architecture
 E.2  IMS Offers a Variety of Benefits and Opportunities
 E.3  Challenges and Issues to be Resolved
 E.4  IMS Handsets
 E.5  IMS Business Model
 E.6  Conclusions

Chapter 1. Introduction
 1.1  IP Multimedia Subsystem (IMS) Defined
 1.1.1  3GPP's IMS Initiative
 1.2  Business Case for IMS
 Figure 1:  IMS Business Case
 1.2.1  Short and Long Term Business Objectives
 1.2.1.1  Convergence
 1.2.1.2  Need for Differentiation
 1.2.1.3  Success of Internet
 1.2.1.4  Why IMS is Critical for Operators Growth Strategy?
 1.3  Aim of the Report
 1.3.1  Holistic Framework for Formulating IMS Strategies 
 Figure 2:  IMS Framework
 1.4  Report Structure
 1.5  Report Scope 

Chapter 2. Understanding IMS
 2.1  Technical Focus
 Figure 3:  IMS Architecture
 2.1.1  What is Mobile IP?
 2.1.2  All IP Service Layer Infrastructure
 Figure 4:  Transition from Circuit to Packet Data
 2.1.2.1  Evolution Tracks to all-IP
 2.1.3  Packet and Circuit Switched Technologies
 2.1.3.1  Transition from Circuit to Packet Switched Networks
 2.1.3.1.1  Stage One: 2G (Circuit based)
 2.1.3.1.2  Stage Two: 2.5G (CS augmented with PS enablers)
 2.1.3.1.3  Stage three: 3G and beyond (mostly PS-based networks, some CS)
 Figure 5:  Stages in Transition from Circuit Switched to Packet Switched Infrastructure
 Figure 6:  Present and Future Networks
 2.2  Distinct Features of IMS
 Figure 7:  Traditional GSM Networks (Stovepipe Approach)
 Figure 8:  Horizontal Layered Architecture in IMS
 Table 1:  Features Offered by IMS
 2.3  IMS Architecture
 2.3.1  Core Elements of IMS Network
 Figure 9:  Elements of an IMS Network
 2.3.2  Enhanced Service Delivery with IMS
 2.3.2.1  The Application Server
 2.3.2.2 The Media Resource Function Controller
 2.3.3  Flexibility in IMS 
 2.3.3.1  Gateway or the Transport & Endpoint Layer
 2.3.3.2  The Session Control Layer
 2.3.3.3  The Application Server Layer
 2.4  Other Core Technology Components found in IMS Networks
 2.4.1  IP-based Softswitch
 2.4.1.1  Benefits of Softswitch Technology
 2.4.1.2  Advances in Softswitch Technologies
 2.4.2  Media Gateways
 2.4.3  Home Subscriber Services
 2.4.4  Summary of IMS Architecture
 Table 2:  IMS Complete Service Delivery Proposition
 2.5  Two Key Aspects of IMS Technology
 2.5.1  Session Initiated Protocol (SIP)
 Figure 10:  SIP Components
 2.5.1.1  SIP's Routing Decisions
 2.5.1.2  Problems posed by SIP
 2.5.1.2.1  QoS
 2.5.1.2.2  Fraud/Privacy
 2.6  Fixed to Mobile Convergence (FMC)
 2.6.1  Convergence Trends in the Telecoms Market
 2.6.1.1  Fixed Network Operators Interested in IMS
 2.6.2  What is FMC?
 Figure 11  Convergence of Fixed and Mobile Networks
 2.6.2.1  What FMC will offer?
 2.6.2.2  Market Demands for FMC
 Table 3:  FMC Deployments and Planned 
 2.6.2.3  Applying 3GPP's IMS to Fixed Line Networks
 2.6.2.4  Industry Movement towards Wireless Standards
 2.6.2.5  Role Played by MNVO's
 2.6.2.6  IMS and Fixed-Network VoIP Service Providers
 2.7  Issues Surrounding IMS
 2.7.1  Development and Deployment Issues
 2.7.1.1  Interoperability
 2.7.1.2  Interoperability of SIP and SS7 Signalling
 2.7.1.3  Compatibility
 2.7.1.4  QoS Issues
 2.7.1.5  Service Assurance and Risk Management
 2.7.1.6  Security
 2.7.1.7  IPv4 to IPv6 Conversion
 2.8  Fundamental Technology Threats to IMS
 2.8.1  IMS still in Infancy
 2.8.2  Other Business Issues
 2.9  Standards and Regulations
 2.9.1  3GPP: Establishing IMS Requirements and Architecture
 2.9.2  How 3GPP Works
 2.9.2.1  Release 99 
 2.9.2.2  Release 4
 2.9.2.3  Release 5
 2.9.2.4  Release 6
 2.9.2.5  Release 7 and Beyond
 Figure 12:  W-CDMA Evolution Time Frames
 Figure 13:  W-CDMA Evolution through Phases
 2 9.3  3GPP2: Working Closely with 3GPP on IMS Architecture
 2 9.3.1  3GPP2 Organisational Partners
 2 9.3.2  Need for 3GPP and 3GPP2 to Work Together
 2 9.4  The Internet Engineering Task Force (IETF): Smooth Operation of the Internet
 2 9.5  The International Telecommunication Union (ITU) : H323 Standard and IMS
 2 9.6  Consortia, Coalitions and Associations
 2.9.6.1  SIP Forum
 2 9.6.2 International Multimedia Teleconferencing Consortium,(IMTC)
 2.9.6.3  MIT Internet Telephony Consortium
 2.9.6.4  The VON Coalition
 2.9.6.5  The Telecommunications Industry Association
 2.9.6.6  The Softswitch Consortium
 2.9.6.7  The Parlay Group: Promoting Parley API
 2.9.6.8  The JAIN Initiative
 2.9.6.9  SIP Centre
 2.9.6.10  Fixed-to-Mobile Convergence Alliance     
                2.9.6.11  TISPAN: Working Towards NGN
 2.9.6.12  Wireless Wireline Convergence Working Group
 2.9.6.13  IMS Forum
 2.9.6.14  Internet Telephony Consortium
 2.9.7  Regulatory Issues
 2.9.7.1  Regulation and Interconnection of Data Networks
 2.9.7.2  Other Regulatory Issues
 2.9.8  A-IMS: Is it proprietary?

Chapter 3. Identify the IMS Strategy, Desired Outcomes, Benefits and Challenges
 3.1  IMS Strategy
 3.1.1  Deciding the Right Strategy
 Figure 14:  Operator Strategies to Deploy IMS
 3.1.1.1  Network Infrastructure
 3.1.1.1.1  Legacy Systems 
 3.1.1.1.2  2G Networks
 Figure 15:  Migration Options for Network Operators
 3.1.1.1.3 Need for Training
 3.1.1.1.4  Customer Care
 3.1.1.1.5  Fixed Network Operators
 3.1.1.1.6  Cable Operators
 3.1.1.2  Standards based Approach
 3.1.1.3  Growth
 3.1.1.4  Differentiation
 3.1.1.5  Customer Requirements
 3.1.1.6  Time to Market
 3.1.1.7  Other Questions
 Table 4:  Critical Questions that must be considered by Operators
 3.1.2  Responding to Internal and External Environmental Pressures
 Table 5:  Benchmarking Guidelines for IMS Proposition
 Table 6:  Forming a IMS Strategy
 3.2  Benefits of IMS
 3.2.1  Capability to Launch New Services Faster
 3.2.2  Range of Applications can be Launched via IMS
 3.2.3  Ability to Offer Converged Services to Customers
 3.2.4  Powerful User Devices
 3.2.5  Open Service Creation
 3.2.6  Enhanced End User Proposition
 3.2.6.1  Integrated Rich Media
 3.2.6.2  Single Public Identity
 3.2.6.3  Personalised Communications
 3.2.6.4  Roaming
 3.2.6.5  IP services
 3.2.6.6  Mobile-Fixed Inter-working
 3.2.6.7  Cost Effective Solutions
 3.2.7 Summary of Key Benefits
 3.3  Desired Outcomes
 3.3.1  Identify which Customer Segments to Target
 3.3.1.1  Enterprises Set to Benefit from IMS Services
 3.3.1.2  How Operators can Target the Business Segment
 3.3.1.3  ARPU Growth from Small and Medium Sized Companies
 3.3.2  Mass Market for IMS
 Table 7:  Benefits of IMS to Customers
 3.4  Challenges Facing Mobile Operators
 3.4.1  Evolving to an all IP Network
 3.4.2  Finding out the Right Business Model
 3.4.3  Increasing Operator Competition
 Table 8:  Pros and cons of allowing access to WLANs
 3.4.4  Availability of Handsets
 3.4.5  Intervening Networks
 3.5  Challenges to Fixed Line Operators
 3.6  Summary

Chapter 4. 4. Approach to IMS Deployment
 4.1  End-to-End Deployment
 4.2  Phased out Deployment
 4.2.1  Deploying a part of IMS Solution
 4.3  Single Vendor Approach
 4.4  Multiple Vendor Approach
 4.5  Hosted IMS Solutions
 4.5.1  Service Delivery Platform Approach
 4.6  Using UMA as a stepping stone to End-to-end IMS Deployment
 Table 9:  UMA Vendors
 4.7  Steps to IMS Deployment
 4.8  Timeline for IMS Deployment
 4.9  How to Approach Convergence in Networks
 4.9.1  Unlicensed Mobile Access (UMA)
 4.9.2  Packet Core FMC Solution
 4.10  The Right Choice

Chapter 5. 5. Players in the IMS Market 
 5.1  Industry Structure
 Figure 16:  IMS Value Chain
 5.2  Infrastructure Vendors
 Figure 17: Components in IMS Architecture
 5.2.1  Ericsson
 5.2.1.1  Ericsson's Key Customers and Recent Launches
 Table 10:  Ericsson's IMS Customers @ Q1 ‘07
 5.2.1.1.1  Softbank
 5.2.1.1.2  CYTA
 5.2.1.1.3  Telenor
 5.2.2  Nokia
 Table 11:  Nokia's IMS Customers
 5.2.3  Siemens
 Table 12:  Siemens's IMS Customers
 5.2.3.1  Nokia Siemens joint venture and its impact on their IMS Portfolio
 5.2.4  Motorola
 Table 13:  Motorola's IMS and PTT Customers
 5.2.5  Lucent
 Table 14:  Lucent's IMS Customers
 5.2.5.1  Lucent Alcatel Merger and its Impact on their IMS strategy
 5.2.5.2  Lucent's IMS Customers
 5.2.6  Nortel
 5.2.7  Heuawei
 5.2.8  Tatara Systems
 5.2.9  Ubiquity Software
 5.2.10  Tekelec
 5.2.11  Radisys Convedia
 5.2.12  Bridgeport Networks
 5.2.13  Hotsip
 5.2.14  NetCentrex
 5.2.15  Tilgin
 5.2.16  LogicaCMG (Acision)
 5.3  Softswitch Vendors
 Table 15:  Key SoftSwitch Vendors and their Products
 5.3.1  Clarent
 5.4  System Integrators
 5.4.1  IBM
 5.5  Handset Developers
 Chart 1: 3G  Penetration in Key Global Markets
 Table 16:  IMS handset Realities
 5.5.1  Nokia
 5.5.2  Motorola
 5.5.3  Samsung
 5.5.4  Kineto Wireless and Philips
 5.5.5  Erico
 5.5.6  Other Handset Manufacturers
 5.6  Summary
 Table 17 Companies in IMS Market

Chapter 6. 6. IMS Applications Deployment and Development
 6.1  Application Deployment
 6.1.1  Applications offered by IMS
 Table 18: Applications Enabled by IMS
 6.1.1.1  PoC
 Chart 2:  Global PoC Revenues 2007-2012
 Chart 3:  Global MIM Revenues 2007-2012
 6.1.1.1.1  PoC Will Drive IMS rollouts
 6.1.1.2  Video Telephony
 6.1.1.3  Multimedia Streaming
 6.1.1.3.1  High Speed Video Streaming Services
 6.1.1.4  Mobile Instant Messaging (MIM)
 6.1.1.5  Presence
 6.1.1.5.1  IMS Presence Services for Interactive Games
 6.1.1.6  IPTV
 6.1.1.6.1  Developments in IPTV arena
 6.1.1.6.1.1  PCCW
 6.1.1.6.1.2  Microsoft
 6.1.1.6.1.3  3UK and Sling Media
 6.1.1.6.1.4  Ubicode
 6.1.1.6.2  Triple Play and Quad Play
 6.1.1.6.3  Fixed Line Operators and IPTV
 6.1.1.6.4  Market for IPTV
 Chart 4:  Global IPTV Subscriber Growth (2007-2012)
 6.1.1.7  VoIP
 Chart 5:  Enterprise VOIP traffic, 2009
 Chart 6:  Enterprise VOIP traffic, 2012
 6.1.1.7.1  VoIP gaining traction in the UK
 6.2  Application Development
 6.2.1  IMS Poses Challenges and Opportunities to Application Developers
 6.3  Summary

Chapter 7. Forecasts and IMS Profitability
 7.1  Facts and Figures
 7.1.1  Global Market Evolution to IMS
 Chart 7  Share of Technologies Worldwide (2006)
 7.1.1.1  3G Subscriber Growth
 Chart 8:  Global W-CDMA and GSM Subscriber Growth (2007-2012)
 Chart 9: Global 3G Revenues (2007-2012)
 7.1.1.2  Constraints of 3G
 7.1.1.3  From 3G to HSDPA
 7.1.1.3.1  HSDPA Market and Opportunities
 Table 19:  HSDPA Deployments
 Chart 10 : HSDPA Market Share (2012)
 Chart 11:  HSDPA Subscriber Growth
 Chart 12:  Global HSDPA Revenues
 7.1.1.3.2  Why HSDPA?
 7.1.1.3.3  The Need for Higher Transmission Speeds
 7.1.1.3.4  HSDPA and IMS together in a Converged Network
 7.1.1.4  When will the Users Adopt 3G?
 7.2  IMS Market
 Chart 13:  Demand for IMS Equipment based on Regions Worldwide (2006)
 7.2.1  Developed Markets
 7.2.1.1  Wireless Network Operators
 7.2.1.2  Fixed Line Network Operators
 7.2.1.3  US and Western Europe
 7.2.2  Emerging Markets
 Chart 14  Sales of Softswitches In Asia as a Percentage of Overall Sales (2006)
 7.2.2.1  China
 7.3  IMS Deployment Timeline
 Chart 15:  IMS Deployment Timeframes worldwide (2012)
 7.4  Usage Forecasts to 2012
 Chart 16:  Percentage Data Revenues Generated by Different Data Applications (2012)
 7.5  Impact of IMS on SMS Revenues  
 Chart 17:  Western European SMS Revenues (2007-2012)
 7.6  Applications will Drive IMS Take-up
 7.6.1  Data ARPU
 Chart 18:  Global Average Data ARPU (2007-2012)
 7.7  IMS Infrastructure Requirements
 Chart 19:  IMS contracts (2005-2006)
 Table 20:  Demand for IMS Equipment
 7.8.  IMS Vendor Market share
 Chart 20:  Global IMS Vendor Market Share (2009)
 7.9  Growth Prospects
 Chart 21: Users of Packet and Circuit Switched Technologies    (2007-2012)
 7.10  IMS Handsets
 Chart 22:  IMS Handset Shipments Worldwide as a     Percentage of Total Handset Shipment
 7.11  Develop New Business Propositions
 7.11.1  New Business Model
 Table 21:  Business Case for IMS
 7.11.2  Long term Benefits or Short term Gains?
 7.11.3  OpEx Savings
 7.11.4  Cost of Deployment
 7.11.5  Time to Market with new Applications
 7.11.6  Demand from Customers
 7.12  IMS Forecasts
 Chart 23:  IMS Infrastructure and Integration Service Revenues (2007-2012)
 Chart 24:  IMS Subscriber Growth (2007-2012)
 Chart 25:  IMS Operator Revenues (2007-2012)
 Chart 26:  Percentage of Hosted IMS solutions (2007-2012)
 Chart 27:  IMS Hosting By Mobile Operator Type (2012)
 Chart 28:  Global IMS CapEx Investments (2007-2012)
 Chart 29:  % IMS Investments from Different Service Providers
 Chart 30:  IMS Revenue Generation by Segment Type (2012)
 7.12.1  VoIP Market
 Chart 31:  Global VoIP Equipment Market (2007-2012)
 Chart 32:  Global VoIP Subscriber Growth (2007-2012)
 7.12.2  FMC Market
 Chart 33:  Global FMC Subscriber Growth (2007-2012)
 Chart 34:  Global FMC Revenue Growth (2007-2012)
 7.13  Deployments so Far
 Table 22:  Global IMS Deployments (2005-2006)
 7.13.1  Network Operators
 7.13.1.1  BT
 7.13.1.1.1  BT Vision
 7.13.1.2  France Telecom
 7.13.1.3  Bell Canada
 7.13.1.4  Sprint
 7.13.1.5  Cable Companies
 7.13.1.6  Fixed Network Operators and VoIP Providers
 7.13.1.7  VoIP in the mobile environment
  7.14  IMS ROI Scenarios
 Figure 16:  ROI from IMS Investments
 Table 23:  Key Highlights of IMS Technology

Chapter 8. Recommendations and Conclusion
 Table 24:  IMS SWOT Analysis
 8.1  Recommendations
 8.1.1  Factors that are Critical for Operators
 8.1.2  IMS's Promise to Vendors
 8.1.3  IMS's Promise to Wireleine Operators
 8.1.4  What Should Operators Concentrate On?
 8.1.4.1  Focus on High Revenue Per Megabyte
 8.1.4.2  Investment Strategies
 8.1.4.3  Smooth Transition to IMS
 8.1.5 What should Device Manufacturers Focus on?
 8.1.5.1  Continuous Research in Developing the Right Handsets
 8.1.5.2  Time to Market
 8.1.5.3  Handset Development Strategy
 8.1.6  What should Application Developers Focus   on?
 8.1.6.1  Partnerships
 8.1.6.2  Applications for the Future
 8.1.7  IMS: will soon be a Reality
 8.2  Conclusions