Independent 5-year telecommunications forecast.
Original telecommunications market research and telecommunications sector trend analysis for the national telecommunications industry.
Competitive intelligence, regional telecommunications company rankings and SWOT analyses on international and domestic telecommunications companies.
The Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the national telecommunications industry.
" The Asia Telecommunications Report is used for benchmarking industry views against BMI's independent forecasts; for market research and analysis of industry trends. It also provides competitive intelligence on leading companies. "
Chi-Wen Tsai, Managing Director, ROHDE & SCHWARZ Taiwan Ltd
Key Benefits of Report
-Benchmark BMI's Independent 5-Year Telecommunications Industry Forecast to test other views - a key input for successful budgeting and strategic business planning in the national telecommunications market.
-Target Business Opportunities & Risks in the Telecommunications Sector through our reviews of latest industry trends, regulatory changes, and major deals, projects and investments.
-Exploit Latest Competitive Telecommunications Intelligence & company SWOTS on your competitors and peers through company rankings by sales, market share, investments and leading products and services.
Executive Summary
Summary of BMI's key industry forecasts and trend analysis, covering ICT, fixed-line, mobile and internet markets, and headline news of key industry events from the latest quarter.
Market Overview
At-a-glance outlook of the structure, size and value of the industry, including an overview of key players and a snapshot of regional penetration rates for fixed-line, mobile and internet markets.
Business Environment Rankings
BMI provides a cross-border analysis of telecoms regulatory systems across regional markets, and their investor prospects, discussing the merits and downfalls of each country's business environment, and ranking them in order of competitiveness. The rankings take into account industry factors, such as Market Maturity, Growth Potential, Competitive Environment and Licensing Framework in addition to BMI's political and economic risk ratings.
BMI 5-Year Industry Forecast
Historic data series and 5-year forecasts to end-2012 for all key industry indicators (see list below), supported by explicit assumptions, plus analysis of key downside risks to the main forecast.
Fixed-Line Telephony - Telephone Lines ('000); Telephone Lines/100 Inhabitants;
Cellular Telephony - Phone Subscribers ('000); Mobile Phone Subscribers/ 100 Inhabitants; Mobile Phone Subscribers/100 Fixed Line Subscribers;
Internet Markets - Internet Users ('000); Internet Users/100 Inhabitants; Broadband Internet Subscribers ('000); Broadband Internet Subscribers/100 Inhabitants;
Multimedia Markets - PCs ('000); PCs/100 Inhabitants; TV households ('000s); Pay-TV subscribers ('000s); Pay-TV subscribers/100 inhabitants; Cable TV subscribers ('000s); Direct-to-Home Subscribers ('000s)
BMI 5-Year Macroeconomic Forecast
BMI forecasts for all headline macroeconomic indicators, including real GDP growth, inflation, fiscal balance, trade balance, current account and external debt.
Competitive Landscape & Rankings
Commentary on key operators highlighting ownership structures, latest available revenue figures, market share analysis and ARPU counts.
Company Profiles & SWOTS
Company profiles, including SWOT (strengths, weaknesses, opportunities and threats) analyses, fully researched senior executives and contact details, business activity, leading products and services, and a record of all recent foreign direct investments and projects.
The Sector At A Glance
Key Insights On The Telecomunications sector Of Australia
BMI's newly published Australia Telecommunications Report shows how Telstra continues to shape, and indeed dominate Australia's telecoms industry. The operator's strategy to transform its own business activity is having a dramatic impact on the sector. Through its investment in its 3G network, the operator is ensuring that there is still some growth in the mobile market despite a penetration of around 100%. Furthermore, Telstra is offsetting the decline in fixed telephony by enhancing its broadband infrastructure. This has caused migration away from dial-up usage towards high-speed broadband services with Telstra's BigPond network largely responsible for this change. And broadband is not just available as a fixed-line technology, with Telstra's NEXTG mobile network featuring mobile broadband services.
Partly as a result of this, we have amended our mobile, and especially 3G mobile forecasts considerably. All four of Australia's 3G operators have invested heavily in upgrading their next generation networks. Although Hutchison remains dominant, this is now far less apparent, with Telstra now taking a 34% share of Australia's 3G market, only just behind Hutchison on 41%. Telstra expects to take over as market leader by the end of H107. Such competition, allied with strong consumer demand for high-speed mobile data services, is pushing growth, so much so that BMI expects about 75% of all Australia's mobile customers in 2011 to have access to 3G services. This will require an annual average growth rate of 93%. In terms of Australia's 2G market, penetration is now just over 100%, and as such we see little potential for growth in new subscriber numbers. BMI forecasts a total of 22.7mn mobile customers by the end of 2011.
Aside from 3G mobile telephony, the real growth driver in Australia's telecoms industry is broadband. Again it is the increased investment from the likes of Telstra and Optus that is pushing growth, so much so, that we project Australia will have 10mn broadband subscribers (up from 4.3mn currently) in 2010 and penetration should exceed 60% by the end of 2011.
Australia remains in second place in BMI's Business Environment Rankings. Low risk, an open and competitive industry with a strong regulatory authority and all major operators looking to invest in their networks suggest a good business environment. Added to this, the future of Telstra seems clearer than it has for a long time following its successful privatisation. Perhaps, and despite the competitiveness of the market, Telstra has become a little too dominant, but it is up to Optus, Vodafone, Hutchison, AAPT and PowerTel to apply pressure on the lead operator. Growth in Australia's next generation mobile and broadband industries depends on Telstra, but also on the presence of strong competition. Certainly, the consumer demand is there for Australia's alternative operators to take some benefit.