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Asia-Pacific regional overview: fixed and mobile markets

Ovum Plc
June 13, 2008
38 Pages - SKU: OV1818240

Abstract Table of Contents Search inside this report Related Reports

Countries covered: Asia

Markets in Asia-Pacific vary widely in size, development, penetration and regulatory environment. These differences continue to impact operator performance. This research aims to provide a high-level view of operators’ performance and regional development across the fixed voice, broadband and mobile sectors.

For the fixed market, this research focuses on the large, more developed markets in Asia-Pacific (Hong Kong, Japan, Malaysia, Korea, Singapore, Australia, Taiwan and New Zealand) and the fixed incumbents within these markets. All of these markets have high levels of fixed, mobile and (increasingly) broadband penetration. Additionally, all fixed incumbents in this survey operate both fixed and mobile networks, with the exception of KT and NTT, which are only partially able to leverage stakes in KTF and NTT DoCoMo respectively. In addition, Telkom Malaysia, driven by the increasing importance of its international mobile investments, has de-merged its fixed and mobile arms to accelerate growth of each entity.

On the mobile side, this research focuses on the ‘power player’ mobile operators in the markets mentioned above as well as the emerging markets of China, India, Indonesia, the Philippines, Thailand and Vietnam. ‘Power players’ are defined as large operators that have the ability to change the competitive environment of the market they operate in.

The operators reviewed in this research have different reporting periods and release varying levels of information at different times with multiple accounting standards. Where possible, full-year 2007 results using like-for-like comparisons have been used. Unless otherwise indicated, financial and KPI (key performance indicator) figures represent year-on-year comparisons with results for:

Telekom Malaysia (TM), full year ending December 2007
Telstra in Australia, half year ending December 2007
Telecom New Zealand (TCNZ), half year ending December 2007
SingTel in Singapore, nine months ending December 2007
PCCW in Hong Kong, full year ending December 2007. Additionally, we have only included PCCW’s core business; PCPD is excluded.
NTT in Japan, nine months ending December 2007
Korea Telecom (KT), full year ending December 2007
Chunghwa (CHT) in Taiwan, full year ending December 2007.

Average calculations in this report are based on all markets surveyed unless otherwise indicated.

Executive summary: In a nutshell; Key messages; Scope; Report focus; Fixed line services in decline; Market competition; Fixed access line losses accelerate; Revenue decline is less than access decline; Incumbent VoIP offers are still segment-based; Single-digit revenue and connection declines to continue; Broadband growth continues; Market competition; Broadband connection growth slowing marginally; Broadband will be increasingly delivered via fibre; Broadband revenue growth is steady; Broadband more than plugging the decline in fixed voice; Mobile growth steady; Categorising a diverse region; Market competition; An increasing focus on international expansion; GSM family dominates technology; 3G migration is gathering pace; Mobile revenue growth increases; ARPU declines marginally, though increasingly meaningless; Mobile data usage is both the lowest and highest in the world; Non-messaging data grows rapidly; Connection growth continues unabated; Prepaid users dominate, especially in growth markets; Mobile profitability and capital expenditure; Mobile connection churn; Financial performance of operators is mixed; Revenues shift from traditional to new services; Incumbents search for more growth drivers; Single-digit top-line growth; Profitability is mixed; Cash generators; Workforce
Table of figures: Figure 1 Incumbent fixed access lines: retail market share, Dec 2007; Figure 2 Incumbent change in retail fixed access lines, 2006 and 2007; Figure 3 Change in fixed voice revenues, 2006 and 2007; Figure 4 Asia-Pacific fixed line and voice revenue CAGR forecasts, 2007-2012; Figure 5 Incumbent domestic retail broadband market shares, December 2007; Figure 6 Growth in retail broadband connections and current household broadband penetration, 2007; Figure 7 Asia-Pacific broadband access technology, 2007; Figure 8 Incumbent change in broadband and data revenues in 2007; Figure 9 Change in domestic retail broadband ARPU in 2007; Figure 10 Change in domestic fixed revenues in 2006 and 2007; Table 1 Emerging, developing, developed and advanced market characteristics; Figure 11 HHI comparison of local mobile market fragmentation in Asia-Pacific, 2007; Figure 12 Mobile connections by bearer technology in Asia-Pacific, 2007; Figure 13 WCDMA/HSPA connections in Asia-Pacific, 2007 actual and 2012 forecast; Figure 14 Domestic mobile revenue growth for selected operators in Asia-Pacific, 2006 and 2007; Figure 15 Change in mobile ARPU for selected Asia-Pacific operators, 2006 and 2007; Figure 16 Mobile data revenue as a percentage of service revenues for selected Asia-Pacific operators, 2006 and 2007; Figure 17 Non-messaging mobile data as a percentage of mobile service revenues for selected Asia-Pacific operators, 2006 and 2007; Figure 18 Mobile connection growth and market penetration in Asia-Pacific, 2006 and 2007; Figure 19 Mobile connection growth for selected Asia-Pacific operators, 2006 and 2007; Figure 20 Percentage of mobile connections that are prepaid, by operator; Table 2 EBITDA margins and capex as a proportion of revenues for mobile operations of Asia-Pacific operators, 2006 and 2007; Figure 21 Average monthly churn rates for selected Asia-Pacific operators, 2006 and 2007; Figure 22 Revenue breakdown by product and operator, 2006 and 2007; Figure 23 Incumbent change in total revenues, 2006 and 2007; Figure 24 Incumbent EBITDA margins, 2006 and 2007; Figure 25 Incumbent EBIT margins, 2006 and 2007; Figure 26 Incumbent cash efficiency, 2006 and 2007; Figure 27 Change in number of employees of incumbent operators in 2007

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Asia-Pacific regional overview: fixed and mobile markets

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