Australia Telecommunications Report Q4 2012
Business Monitor International, October 2012, Pages: 104
The Australia Telecommunications Report provides industry professionals and strategists, corporate analysts, telecommunication associations, government departments and regulatory bodies with independent forecasts and competitive intelligence on Australia's telecommunications industry.
BMI View:
The Australian telecommunications industry is one of the highest value markets in Asia Pacific and even the world, underpinned by high incomes and strong uptake of higher value services such as broadband and smartphone handsets. However, with mobile penetration above 130% in Q212,
subscription growth opportunities are severely limited in the years ahead – instead operators are increasingly focused on value generation strategies. The market is therefore currently seeing high levels of investment in next generation broadband technologies.
Key Data:
- The Australian mobile market continued to see strong growth in H112 with y-o-y growth of 5.7% as total subscriptions reached 30.146mn.
- Mobile ARPUs declined faster than expected y-o-y to Q212, with market share weighted monthly blended ARPU declining by 6.8% to the end of June 2012.
Key Trends And Developments
With mobile subscription growth slowing and downward pressure on prices, investment in wireless data has been critical to operator strategy in recent quarters. Following Telstra’s LTE launch in September 2011, Optus has joined the fray, in September 2012 announcing it was launching its fully commercialised 4G LTE network, initially in Perth and Newcastle, before being rolled out in Melbourne on September 15 2012. However, the first LTE-enabled handset, Samsung's Galaxy S III 4G, will not become available until September 20 2012. USB dongles will, however, be available at launch, with prices from AUD34.95 for 1GB a month of downloads, plus AUD5.50 for the dongle. The launch will enable Optus to close the gap to market leader Telstra.
Meanwhile, Telstra, which already has an operational 4G LTE network (and 3.5G services), announced in late August 2012 that it would wind down its first 3G network built in the 2.1GHz band from September 2012. Telstra will, however, continue to offer 3.5G services, as well as 2G services for basic talk and text.
Higher capacity services will be served in the 850MHz band.
In terms of fixed broadband, the government’s ambitious National Broadband Network (NBN) project was put back on track in February 2012 when the Australian Competition and Consumer Commission accepted Telstra’s structural separation undertaking. In March 2012 the NBN Co released a new construction timetable to complete or begin laying fibre in areas comprising 3.5mn premises by June 2015. However, a degree of uncertainty was introduced in August 2012 when the Liberal-National Coalition Party provided an insight into its NBN plan, which could take place if it emerges victorious in the next Australian federal election due by end-November 2013. Instead of deploying a costly FTTH network, which is currently being rolled out, the Coalition is reportedly modelling its plan after BT's fibre-to-the-cabinet (FTTC) network in the UK.
Executive Summary 5
SWOT Analysis 6
Australia Mobile SWOT 6
Australia Wireline SWOT 7
Australia Political SWOT 8
Australia Economic SWOT 8
Australia Business Environment SWOT 9
Risk/Reward Ratings 10
Asia Pacific 10
Table: Asia Pacific Telecoms Risk/Reward Ratings Q412 14
Australia 15
Industry Forecast Scenario 17
Mobile 17
ARPU 19
Fixed Line 21
Internet 23
Table: Telecoms Sector – Internet – Historical Data & Forecasts 23
Market Overview 24
Mobile 24
Regional Perspective 24
Table: Australia Mobile Market Regional Comparisons, 2011 24
Key Developments: 25
Mobile Growth 26
Market Shares And Net Additions 27
Subscription Mix 28
Usage (ARPU/MOU) 29
Networks 30
Mobile Content/Value-Added Services 34
Mobile Contract Wins 39
Mobile Operator Data 40
Table: Australia Market Overview 40
Table: Telstra 40
Table: Optus 41
Table: Vodafone Hutchison Australia 43
Mobile Content 45
Regional Outlook 45
Table: Selected NFC Developments, 2011 46
Fixed Line 50
Table: Telstra Fixed-Line Call Traffic 51
Internet 52
Table: Dial-up and Broadband Internet Subscriptions by Technology, December 2011 (%) 52
Table: Australian Broadband Market June 2010-Dec 2011 54
Wireline Contract Wins 61
Industry Trends & Developments 63
Regulatory Environment 65
Australia: Regulatory Bodies And Their Responsibilities 65
Australia Telecommunications Report Q4 2012
© Business Monitor International Ltd
Page 4
Legislation And Market Liberalisation 67
Licensing And Spectrum 69
Regulatory Developments 69
Competitive Landscape 73
Key Players 73
Table: Key Players – Australian Telecoms Sector 73
Table: Selected Operator Financial Parameters 73
Operator Profiles 74
Telstra 74
SingTel Optus 80
Vodafone Hutchison Australia (VHA) 86
Company Monitor 91
Altobridge: Connecting Remote Communities 91
Altobridge Commercial Deployments, July 2012 92
Demographic Outlook 93
Table: Australia's Population By Age Group, 1990-2020 ('000) 94
Table: Australia's Population By Age Group, 1990-2020 (% of total) 94
Table: Australia's Key Population Ratios, 1990-2020 95
Table: Australia's Rural And Urban Population, 1990-2020 96
Glossary Of Terms 97
Table: Glossary Of Terms 97
BMI Methodology 99
How We Generate Our Industry Forecasts 99
Table: Key Indicators For Telecommunications Industry Forecasts 99
Telecoms Business Environment Ratings 101
Risk/Reward Ratings Methodology 101
Table: Ratings Indicators 102
Weighting 103
Table: Weighting Of Indicators 103
Sources 103
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