Middle East And North Africa Telecommunications Report Q4 2017
BMI View: MENA's telecoms markets are at very different levels of development, from the saturated anddata-intensive markets of the GCC to the emerging markets in North Africa and war-torn states fringing theregion. Subscription and revenue growth will be uneven, as more mature markets face fewer opportunitiesfor subscription growth, while the emerging markets present the biggest opportunity for long-term growth.
4G migration offers new revenue diversification opportunities for mobile and broadband players: indeveloping markets, such opportunities will be hard to unlock owing to low consumer spending power and alack of relevant content and services. However, the developed markets harbour large and relativelyuntapped enterprise and connected home user bases, and players such as Zain, Ooredoo and Etisalat aremoving quickly to exploit these opportunities.
Latest Updates And Industry Developments
By end-2021 we expect the number of mobile subscriptions to rise to 535.6mn. Growth across the regionwill be driven by migration to 3G/4G services and by a trend towards the use of multiple SIM-connecteddevices. Although mobile subscription growth will be limited, we expect stabilisation to be offset bygrowing consumer appetite for mobile data services.