SIP Phone Market Can Support More Manufacturers

2016-09-05 lianwm
国外分析机构的分析
Eastern Management Group是全球著名电信研究及咨询公司,他们会基于大量抽样对市场调研报告,主要业务是卖分析报告。业务上面不做排名盈利模式。从他们2013年Q3季度针对17000家IT经理的SIP电话应用调查数据,全球只有少数几家市场份额超过10%。
美国市场,只有三家Polycom,Aastra、Grandstream是三家最主要及至少各10%以上市场份额, 其中Polycom在美国占有最大市场份额46%以上。加拿大市场,Aastra占有绝对市场地位(Aastra自身就是加拿大厂商)。Yealink海外市场主要竞争份额在中东和非洲; 北美/欧洲区域,Snom各至少占有10%份额。 Grandstream是唯一一家在各大美洲、欧洲、亚太区域积极渗透的厂商。
 

SIP Phone Market Can Support More Manufacturers

Fast growing tech industry is flying under the radar.

The market for SIP phones is both large and growing. Yet in every region of the world, the door is wide open for an additional for 2-4 phone manufacturers to capture substantial market share. Based upon our analysis, some of the best opportunities exist in the United States, Canada and Western Europe.

An Eastern Management Group global SIP survey of 17,000 IT managers and vendors found that few SIP phone manufacturers have more than 10% market share in any region. In the U.S. three vendors, Polycom, Aastra and Grandstream have at least 10% share. In Canada there are two with this level of market share. In Western Europe the number is three. No region has more than four. We think 10% minimum market share is achievable for new competitors. In our opinion, every region of the world can well support 4-6 SIP phone vendors, each with a minimum of 10% share.

Not that the SIP market is without strong players today, based on our survey. No vendor approaches Polycom's substantial market share of 46% in the United States. Aastra is a strong player in Canada, and Yealink overshadows its competition in the Middle East and Africa. All these companies, as well as snom, are above 10% in at least two regions. Yet very few competitors have this kind of market share in several regions. Only one competitor, Grandstream, was identified as having such penetration in all regions (with the exception of Canada).

While there are more than 50 SIP phone manufacturers in the world, the majority of these companies have less than 1% share. Many of them only sell to customers in APAC.

Eventually every region may have 5 or 6 vendors with substantial market share, controlling better than 80% of the market.

What strikes one about the lack of formidable competition is both the large total available market size and substantial growth rate of the SIP phone market. Millions of SIP corded, wireless and softphones are purchased annually. Our research also shows SIP phone sales will at least double between now and 2018.

Just what has kept some obvious telephone set manufacturers out of the SIP market? At least a dozen manufacturers of proprietary PBXs only support their own instruments. Some say that to offer an open-standard SIP phone invites competition and may result in loss of customer control.

What's behind the substantial growth of SIP phone sales? From our interviews we identified many drivers. There are several we consider significant. The sheer number of analog instruments that are currently installed worldwide is massive. Their replacement over time is virtually assured and most replacement PBXs will use IP phones.

Open standards and open source PBXs are another large driver. They account for more than 10% of all SIP phone sales.

Hosted PBX sales are a third driver and also are thriving. Hundreds of service providers are in the hosted VoIP market, and that will grow to thousands of SPs in the near term. SIP phone sales can soar in this market. Case in point: Demand for hosted PBXs doubled in the past two years and yet still has not fully taken off. Other drivers of SIP phone sales are unified communications, collaboration, mobility, and call center applications. These are all growing, and as they do, so do the sales of SIP products.

The next wave of SIP phone vendors to occupy a sizeable share of the market could come from multiple directions. One would be PBX manufacturers whose current phones are SIP adaptable. Companies like Cisco and Mitel, who may not aggressively target the SIP market, do have measurable SIP phone market share in parts of the world. Based on the customer surveys, it is common for IT managers eager for alternative solutions to repurpose these telephone sets.

Another avenue available to SIP phone entrants is established PBX manufacturers entering a new market such as hosted VoIP or transitioning to open standards. These competitors can leverage an existing customer base, and an established distribution channel.

Yet another group of possible competitors is established vendors that currently make telephone sets or phone systems for the SMB and SoHo markets. Some of these companies have experience selling low-margin products through established channels.

Lastly, we conclude there are potentially big market share opportunities available to engineering-driven customer-focused manufacturers delivering applications in a new way, such as through customized and localized phone application development tools. Digium is doing some of this today with significant market share results.

IP话机|视频会议|Grandstream

The Eastern Management Group SIP research and market report is a detailed examination of each of the world's seven regions. Based on 17,000 interviews, it provides detailed market and competitive analysis by geographic region, customer size, and vertical market. The report is entitled "SIP Market Size Analysis and Forecast 2013-2018" and is being released this month. For more information on the study and report contact: jmalone@easternmanagement.com.

The Eastern Management Group is a global research and consulting firm established in 1979. The company is based in New York.