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Thailand Telecommunications Report Q3 2010
Business Monitor International, June 2010, Pages: 100
Thailand Telecommunications Report provides industry professionals and strategists, corporate analysts, telecommunication associations, government departments and regulatory bodies with independent forecasts and competitive intelligence on Thailand's telecommunications industry.
The vexed issue regarding the auctions of 3G and WiMAX licences had not reached a satisfactory conclusion at the time of updating this edition of BMI's Thailand Telecommunications Report, meaning that operators remained uncertain of how to budget for much-needed network upgrades for the rest of the year, while we ourselves remained uncertain of how to factor the launches of next-generation services into our forecasts. Above and beyond all that, there was also the matter of growing civil unrest which, if it were to reach a flashpoint, could conceivably result in a change in the political regime. Even if it does not, consumer enthusiasm for goods and services may yet be adversely affected, and this could also impact on our forecasts.
That said, Q409 yielded some very strong results for Thailand's top three mobile operators, a trend that continued into Q110, at least for market leaders AIS and DTAC. Third-ranked True Move had not published its Q110 results at the time of writing, but all the indications were that it, too, had performed well in the first quarter of the year. Although we have had to estimate the performances of both Hutchison Telecom and Thai Mobile pending the transfer of Hutchison's stake in its Thai business to its partner CAT Telecom and the relaunch of Thai Mobile by incumbent TOT, it is clear that greater pricing competition, the canny bundling of smartphones to both prepaid and postpaid customers alike and efforts to make more effective use of spectrum in order to facilitate better and faster mobile value-added services (mVAS) have all paid dividends, helping subscriber numbers to continue growing and slowing the rate of mobile ARPU decline.
In 2010, operators are focusing expansion efforts on the rural sector, where the greatest organic growth opportunities are to be found. By the end of the year, we forecast a total subscriber base of 68.752mn, representing 105.6% of the population. By the end of our forecast period, in 2014, we expect the penetration rate will reach 119.8%.
Although fixed-line operators such as TOT, TT&T, True and others all managed to grow their broadband user bases in 2009, growth was less rapid than we had been expecting and we now believe that there were just 1.460mn fixed broadband subscribers in Thailand at the end of the year, making for a penetration rate of 2.3%. We have reined in our forecasts for this sector. We now expect to see 4.411mn subscribers by 2014, or a penetration rate of 6.6%.
A new regulatory body – governing both the telecommunications and media markets – is to be established later this year, it is reported. However, although the appropriate legislation has been drafted, we expect that this ambition will not be realised. This comes after more than a decade of similar announcements, but it is more important than ever that this body be established as it will be charged with licensing 3G and WiMAX service providers as well as converting 'private' operators' concessions into full-service licences, a long overdue move that will finally bring real competition to the Thai market.
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