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Thailand - Major Telecom Operators - Product Image

Thailand - Major Telecom Operators

  • ID: 1667803
  • Report
  • August 2014
  • Region: Thailand
  • 58 Pages
  • Paul Budde Communication Pty Ltd
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FEATURED COMPANIES

  • AIS
  • CAT Telecom
  • DTAC
  • Hutchison CAT
  • Jasmine International
  • TOT Corp
  • MORE
This report looks at the major operators in the Thai telecom market. In what is a complex commercial environment, we find a mix of state-owned companies and private operators functioning under a wide variety of corporate and regulatory structures and interfaces.

There are three major fixed-line operators one government-owned and two private. Despite the effort put into this segment of the market, fixed-line services are outnumbered by mobile phone services by a ratio of more than 15 to one. Nonetheless, with a teledensity of 9% in 2013, fixed-line services remain an integral part of the telecommunications environment in the country. A major effort by the Ministry of Information and Communications Technology (MICT) to promote DSL broadband services saw the start of a potentially enhanced role for the copper network. While reasonably good infrastructure has been put in place to support data services, this segment of the market has only recently been experiencing significant growth. Coming into 2014 fixed broadband internet penetration was still only around 7%.

In the meantime the mobile segment of the market continues its relatively strong growth, although not quite at the heady rates experienced a few years back. When two new mobile players TA Orange (later to become True move) and Hutchison CAT entered the market to challenge the entrenched duopoly of AIS and DTAC, competition became increasingly vigorous. Two other operators, Thai Mobile and CAT Mobile, also entered the market in a confusing fashion and without causing much impact. True Move, however, had managed to grab a sizeable chunk of the market over time, with around 25% of total subscribers by 2012. The local mobile sector has seen a sustained period of high competition with heavy price-cutting as the battle for market share raged. There was likely to be a push for consolidation, especially as the market gets closer to saturation. The government's sectoral reform, once finalised, should also have a major impact on the shape and direction of the market. The matter of the government issuing its 21MHz 3G licences became a prolonged saga causing much angst in the local industry. It finally happened late in 2012. By 2013, the three big operators were moving vigorously forward with their new licences.

In looking at some of the major telecom network operators in Thailand, this report touches on the wide scope of their operations fixed line, mobile, broadband internet, international gateways and a range of other market segments.

Key developments:

- AIS, DTAC and True Corp were awarded new licences following the 2100MHz 3G auction in a move that was set to reshape the telecom market in Thailand;
- 2013 then saw the roll-out and launch of 2100MHz 3G networks by the three operators;
the NBTC authorised AIS and then both DTAC and True to carry out 4G LTE mobile trials;
- TrueMove had used its new 2100MHz licence to move straight to a 4G network;
all operators were having to face plans by the NBTC to withdraw allocated frequency spectrum over the coming period as concessions expired;
by early 2014 the operators had already moved a major proportion around 60% - of GSM customers across to their new 3G networks;
the two state-owned telcos, TOT and CAT, were both working on developing new business strategies as the end of the era of BOT concessions approached.

Companies covered in this report include:
TOT Corp; CAT Telecom; True Corp; True Move; TT&T; Triple T Broadband; Jasmine International; AIS; DTAC; Hutchison CAT
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Note: Product cover images may vary from those shown
2 of 4

FEATURED COMPANIES

  • AIS
  • CAT Telecom
  • DTAC
  • Hutchison CAT
  • Jasmine International
  • TOT Corp
  • MORE
1. Synopsis

2. Operating environment for operators
2.1 Market overview
2.2 Background
2.3 Mobile market
2.3.1 CAT and TOT
2.4 Operator statistics

3. Major operators
3.1 Advanced Info Service (AIS)
3.1.1 Overview
3.1.2 Corporate structure
3.1.3 Statistics
3.1.4 Financials
3.1.5 Developments
3.1.6 3G strategy
3.1.7 WiMAX
3.1.8 AIS / Advance Datanetwork Communications (ADC)
3.2 DTAC
3.2.1 Overview
3.2.2 Business strategy
3.2.3 Financials
3.2.4 Statistics
3.2.5 3G strategy
3.2.6 4G strategy
3.3 True Corp
3.3.1 Overview
3.3.2 Company structure and financial history
3.3.3 Business strategy
3.3.4 Financials
3.3.5 Fixed-line services
3.3.6 TrueMove
3.3.7 TrueOnline
3.3.8 TrueVisions
3.4 Telephone Organization of Thailand Corp (TOT)
3.4.1 Overview
3.4.2 Financials
3.4.3 Corporate structure
3.4.4 Statistics
3.4.5 Business strategy
3.4.6 Network expansion activity
3.4.7 3G strategy
3.4.8 4G trials
3.4.9 Proposed privatisation
3.4.10 TOT broadband
3.5 Communications Authority of Thailand (CAT)
3.5.1 Overview
3.5.2 Business strategy
3.5.3 Network and business expansion
3.5.4 Proposed privatisation
3.5.5 Proposed CAT/TOT merger
3.5.6 CAT broadband
3.5.7 International
3.6 Thai Mobile, TOT and CAT
3.6.1 TOT/CAT joint venture
3.6.2 Statistics
3.6.3 Restructuring of Thai Mobile joint Venture
3.6.4 Proposed 3G network
3.6.5 CAT Telecom mobile
3.6.6 Hutchison CAT
3.7 TT&T
3.7.1 Overview
3.7.2 Business development
3.7.3 Company and financial restructuring
3.7.4 Financial rehabilitation plan and ongoing performance
3.7.5 Triple T Broadband/Jasmine
3.7.6 Proposed infrastructure fund

4. Related reports

Table 1 Mobile operators, subscribers and annual change 2013
Table 2 Mobile operators, subscribers and market share 2013
Table 3 Mobile operators, 3G subscribers and market share 2013
Table 4 Mobile operators, 3G subscribers and market share March 2014
Table 5 Monthly ARPU (postpaid, prepaid, blended) for major mobile operators 2012
Table 6 Fixed-line operators and subscribers 2009; 2012
Table 7 Fixed-line operators and payphones 2009; 2012
Table 8 AIS: subscribers and market share 2004; 2007 - 2014
Table 9 AIS: 3G subscribers 2011 - 2014
Table 10 AIS: mobile subscribers and ARPU (postpaid and prepaid) June 2014
Table 11 AIS: ARPU (postpaid, prepaid and blended) 2007 - 2014
Table 12 AIS: number of data users 2008 - 2014
Table 13 AIS: proportion of revenue from non-voice 2008 - 2014
Table 14 AIS: capital expenditure 2008 - 2014
Table 15 DTAC: total mobile subscribers and market share 2002 - 2014
Table 16 DTAC: 3G subscribers 2011 - 2014
Table 17 DTAC: Mobile data subscribers 2011 2012: 2014
Table 18 DTAC: mobile subscribers and ARPU (postpaid and prepaid) 2013
Table 19 DTAC: ARPU (postpaid, prepaid and blended) 2008 - 2014
Table 20 True's total revenues 2004 - 2013
Table 21 True Corp: capital expenditure 2007 - 2014
Table 22 True's fixed-line subscribers 2004 - 2014
Table 23 True's fixed line ARPU 2004 - 2014
Table 24 True's payphone ARPU 2004 - 2014
Table 25 True Move: total mobile subscribers and market share 2004 - 2014
Table 26 True Move: 3G subscribers 2011 - 2014
Table 27 True Move: mobile subscribers and ARPU (postpaid / prepaid) 2013
Table 28 True Move: ARPU (postpaid, prepaid and blended) 2007 - 2014
Table 29 True Move H: ARPU (postpaid, prepaid and blended) 2011 - 2012
Table 30 TrueMove: proportion of revenue from non-voice 2008 - 2014
Table 31 True's PCT subscribers 2004 - 2012
Table 32 TrueOnline's fixed broadband subscribers 2001 - 2014
Table 33 Historical - TrueOnline's fixed internet subscribers 2003 - 2012
Table 34 TOT's fixed-line subscribers 2005 - 2013
Table 35 TOT's total revenues 2005 - 2013
Table 36 TOT's payphones 2005 - 2013
Table 37 TOT: 3G subscribers 2012 - 2013
Table 38 TOT's broadband services 2007 - 2013
Table 39 TOT's broadband internet ports in service 2011
Table 40 Thai Mobile Telecom's subscriber growth 2002 - 2009
Table 41 CAT Telecom's subscriber growth 2006 2009; 2012
Table 42 Hutchison CAT: subscribers and market share 2003; 2007 - 2010
Table 43 TT&T's fixed-line subscribers 2009 - 2013
Table 44 Triple T Broadband's subscribers 2004; 2007 2012

Chart 1 - Mobile operators market share 2014
Chart 2 Monthly ARPU for major mobile operators 2012
Chart 3 AIS: ARPU (postpaid, prepaid and blended) 2007 - 2014
Chart 4 - DTAC: total mobile subscribers and market share - 2002 2014
Chart 5 DTAC: ARPU (postpaid, prepaid and blended) 2008 - 2014
Chart 6 - True Move: total mobile subscribers and market share - 2004 2014
Chart 7 - True Move: ARPU (postpaid, prepaid and blended) - 2007 2014
Chart 14 Hutchison CAT: subscribers and market share 2003; 2007-2010

Exhibit 1 Major operators by market segment
Exhibit 2 Statement by Telenor on status of DTAC concession in Thailand March 2013
Exhibit 3 True Corp's major shareholders March 2012
Note: Product cover images may vary from those shown
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- TOT Corp
- CAT Telecom
- True Corp
- True Move
- TT&T
- Triple T Broadband
- Jasmine International
- AIS
- DTAC
- Hutchison CAT
Note: Product cover images may vary from those shown
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Note: Product cover images may vary from those shown
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