Sweden Telecommunications Report Q1 2013
Business Monitor International, January 2013, Pages: 126
BMI View:
The Swedish telecommunications market is one the most developed in the world with high penetration levels for mobile voice, mobile data, fixed-voice and broadband services. This makes Sweden a mature market, with the concomitant limits to growth prospects. As well as having a high level of penetration, price erosion has been less pronounced than in the majority of Western European markets and operators have managed to continue to grow revenues. Meanwhile, in terms of technology, Sweden is at the forefront of development with, not only high levels of next generation wireline and wireless data services,
but also machine-to-machine services and other consumer value-added services.
Key Data:
- Broadband growth has slowed as penetration has risen. There was a decline in fixed broadband subscriptions in the first half of 2012, according to regulatory data, and dedicated mobile broadband growth has slowed appreciably. Dedicated mobile broadband subscriptions increased 7.6% y-o-y to Q212, compared to a 24.4% increase y-o-y to Q211.
- PTS data also show that uptake of LTE services has been sluggish. The regulator reported a total of 83,000 LTE subscriptions at the end of June 2012 - equal to 0.6% of the total market. This contradicts figures reported by TeliaSonera in May 2012, which stated it had over 140,000 LTE subscribers.
Key Developments:
The Swedish mobile market has proved robust in terms of subscriptions and ARPU compared to many markets in Western Europe in recent years. However, there are signs that trends affecting some its neighbours may begin to undermine operator financial performance. For instance, PTS reported data or H112 showing the number of SMSs sent per user per month declined 15.2% from 138 in H211 to 117. BMI believes this indicates the onset of SMS IP substitution as smartphone users increasingly turn to services such as WhatsApp. This trend has hit operator performance in markets such as the Netherlands, and can have a significant impact on financial performance because of the high margin nature of SMS for operators. That said, with Sweden a highly developed market, a large number of SMSs were already bundled with the subscription fee.
Contrasting with the threat of SMS IP substitution is the ongoing growth in machine-to-machine (M2M)
subscriptions. The Swedish market is a global leader with the presence of incumbent TeliaSonera, as well as global frontrunner Telenor Connexion. Both operators achieved strong subscription growth y-o-y to the end of June 2012 with Telenor Connexion subscriptions increasing 56.6% to 1.638mn and TeliaSonera increasing subscriptions 18.8% y-o-y to 461,900. BMI expects both operators will continue to benefit from growth in Sweden as they expand into new verticals.
Executive Summary 7
Executive Summary 7
SWOT Analysis 9
Political 13
Economic 14
Business Environment 15
Industry Business Environment Overview 16
Business Environment Outlook 16
Industry Rewards 17
Industry Risks 18
Country Risks And Rewards 18
Table: Western Europe Risk/Reward Ratings, Q113 20
Sweden 20
Industry Forecast 23
Mobile 23
Table: Industry Forecast - Mobile 23
ARPU 24
Table: Industry Forecast - Mobile ARPU (SEK) 24
Fixed Line 26
Table: Industry Forecast - Fixed-Line 26
Internet 27
Table: Industry Forecast - Internet 27
Market Overview 30
Regional Perspective 30
Table: Sweden Mobile Market Regional Comparisons, 2011 31
Key Developments 31
Mobile Growth 32
Market Share And Net Additions 33
Table: Swedish Mobile Market, September 2012 35
Subscription Mix 35
Usage (ARPU/MOU) 36
Networks 38
Table: Mobile Contract Wins 45
Mobile Content/Value Added Services 45
Table: Value-Added Services Timeline 49
Mobile Operator Data 50
Table: Market 50
Table: TeliaSonera 50
Table: Telenor Mobil 51
Table: Tele2 52
Europe - Western Europe Mobile Content 52
Succeeding In A Sea Of Content 54
All Eyes On Data 56
Making Machines Pay 57
Fixed Line 59
Broadband 62
Mobile Broadband 66
Wireline Contract Wins 68
Table: Wireline Contract Wins 68
Industry Trends And Developments 69
Industry Trends And Developments 69
Regulatory Development 71
Regulatory Development 71
Table: Sweden: Regulatory Bodies And Their Responsibilities 71
Competitive Landscape 75
Competitive Landscape 75
Table: Key Players - Sweden Telecoms Sector 75
Table: Selected Operator Financial Parameters 75
Company Profile 76
TeliaSonera AB 76
TeliaSonera Mobile 84
Telenor Sweden 89
Tele2 AB 95
Hi3G Access Sweden 101
Com Hem 106
Regional Overview 111
Telit Communications: Opportunities Abound But Beware Commoditisation 111
Table: Telit Communications Financial Performance, 2009-2012 112
Beware Commoditisation 112
Differentiation And Value Added Key To Success 113
The Road Ahead 116
Demographic Forecast 117
Demographic Forecast 117
Table: Sweden's Population By Age Group, 1990-2020 ('000) 118
Table: Sweden's Population By Age Group, 1990-2020 (% of total) 119
Table: Sweden's Key Population Ratios, 1990-2020 120
Table: Sweden's Rural And Urban Population, 1990-2020 120
Glossary 121
Glossary 121
Table: Glossary Of Terms 121
Methodology 123
Methodology 123
Table: Key Indicators For Telecommunications Industry Forecasts 123
Telecoms Business Environment Ratings 124
Table: Ratings Indicators 125
Table: Weighting Of Indicators 126
Company Profile
TeliaSonera AB
TeliaSonera Mobile
Telenor Sweden
Tele2 AB
Hi - 3
G Access Sweden
Com Hem
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