“Fibre-to-the-Home (FTTH) Continues to Grow Strongly in Major Metropolitan Areas”
FEATURED COMPANIES
- AIS
- Cable Thai (CTH)
- DTAC
- Thaicom
- Triple T Broadband
- True Move
Thailand's internet connectivity set to improve with two new submarine cables.
Thailand's telecom sector has seen a continuing shift from fixed-line services to the mobile segment. The decline in fixed-line penetration seen in recent years is expected to continue as subscribers migrate to mobile networks for voice and data services.
The expansion of fixed-line broadband continues though at a relatively low base. There is considerable DSL infrastructure though more recently the emphasis among operators has been to develop FttP networks in urban areas. The transition to fibre from DSL and cable has been facilitated by changes to the regulatory structure which have removed some barriers to investment.
There is also strong interest in establishing Thailand as a data centre hub to serve the region. The size, capacity and spread of existing data centres in the Greater Mekong Subregion (GMS) outside of Thailand is small. Thailand retains some advantages to attract investment, including improved fibre connectivity and international bandwidth. At least two submarine cables expected to be lit in 2021 and 2022 will considerably improve Thailand's potential as a regional hub.
In addition, the Thailand 4.0 vision aimed at driving socio-economic development and economic growth via the greater use of ITC has made progress. Various projects are underway, while at least 100 smart cities are expected to be created over the next two decades.
Thailand's mobile market is highly developed and has experienced strong growth over the last seven years. Growth has been impacted by measures imposed to address the COVID-19 pandemic, as also through overall maturity and the popularity of multiple SIM card use, which has resulted in a particularly high penetration rate. The sector in general retains considerable potential given the impetus of 5G and the recent spectrum auctions. Anticipated auctions of spectrum in the 700MHz band (being repurposed from digital TV broadcasting), and in the 3.6GHz range will further improve network capacity.
The publisher notes that the outbreak of the Coronavirus has had a significant impact on production and supply chains globally. During the coming year the telecoms sector to various degrees is likely to experience a downturn in mobile device production, while it may also be difficult for network operators to manage workflows when maintaining and upgrading existing infrastructure. Overall progress towards 5G may be postponed or slowed down in some countries.
On the consumer side, spending on telecoms services and devices is under pressure from the financial effect of large-scale job losses and the consequent restriction on disposable incomes. However, the crucial nature of telecom services, both for general communication as well as a tool for home-working, will offset such pressures. In many markets the net effect should be a steady though reduced increased in subscriber growth.
Although it is challenging to predict and interpret the long-term impacts of the crisis as it develops, these have been acknowledged in the industry forecasts contained in this report.
The report also covers the responses of the telecom operators as well as government agencies and regulators as they react to the crisis to ensure that citizens can continue to make optimum use of telecom services. This can be reflected in subsidy schemes and the promotion of tele-health and tele-education, among other solutions.
Key Developments:
Key companies mentioned in this report:
TOT Corp; CAT Telecom; True Corp; True Move; TT&T; AIS; DTAC; Thaicom, Triple T Broadband; AIS; DTAC; Cable Thai (CTH).
Thailand's telecom sector has seen a continuing shift from fixed-line services to the mobile segment. The decline in fixed-line penetration seen in recent years is expected to continue as subscribers migrate to mobile networks for voice and data services.
The expansion of fixed-line broadband continues though at a relatively low base. There is considerable DSL infrastructure though more recently the emphasis among operators has been to develop FttP networks in urban areas. The transition to fibre from DSL and cable has been facilitated by changes to the regulatory structure which have removed some barriers to investment.
There is also strong interest in establishing Thailand as a data centre hub to serve the region. The size, capacity and spread of existing data centres in the Greater Mekong Subregion (GMS) outside of Thailand is small. Thailand retains some advantages to attract investment, including improved fibre connectivity and international bandwidth. At least two submarine cables expected to be lit in 2021 and 2022 will considerably improve Thailand's potential as a regional hub.
In addition, the Thailand 4.0 vision aimed at driving socio-economic development and economic growth via the greater use of ITC has made progress. Various projects are underway, while at least 100 smart cities are expected to be created over the next two decades.
Thailand's mobile market is highly developed and has experienced strong growth over the last seven years. Growth has been impacted by measures imposed to address the COVID-19 pandemic, as also through overall maturity and the popularity of multiple SIM card use, which has resulted in a particularly high penetration rate. The sector in general retains considerable potential given the impetus of 5G and the recent spectrum auctions. Anticipated auctions of spectrum in the 700MHz band (being repurposed from digital TV broadcasting), and in the 3.6GHz range will further improve network capacity.
The publisher notes that the outbreak of the Coronavirus has had a significant impact on production and supply chains globally. During the coming year the telecoms sector to various degrees is likely to experience a downturn in mobile device production, while it may also be difficult for network operators to manage workflows when maintaining and upgrading existing infrastructure. Overall progress towards 5G may be postponed or slowed down in some countries.
On the consumer side, spending on telecoms services and devices is under pressure from the financial effect of large-scale job losses and the consequent restriction on disposable incomes. However, the crucial nature of telecom services, both for general communication as well as a tool for home-working, will offset such pressures. In many markets the net effect should be a steady though reduced increased in subscriber growth.
Although it is challenging to predict and interpret the long-term impacts of the crisis as it develops, these have been acknowledged in the industry forecasts contained in this report.
The report also covers the responses of the telecom operators as well as government agencies and regulators as they react to the crisis to ensure that citizens can continue to make optimum use of telecom services. This can be reflected in subsidy schemes and the promotion of tele-health and tele-education, among other solutions.
Key Developments:
- Work begins on the 8,000km MIST submarine cable connecting Thailand to Singapore, Malaysia, Myanmar, and India;
- Process of migrating 700MHz spectrum from broadcasting to telecom services gets under way;
- Thailand improves data centre hub credentials;
- FttP sector continues to show strong growth in urban areas;
- Thailand's mobile market showing greater impetus towards 5G;
Key companies mentioned in this report:
TOT Corp; CAT Telecom; True Corp; True Move; TT&T; AIS; DTAC; Thaicom, Triple T Broadband; AIS; DTAC; Cable Thai (CTH).
Note: Product cover images may vary from those shown
FEATURED COMPANIES
- AIS
- Cable Thai (CTH)
- DTAC
- Thaicom
- Triple T Broadband
- True Move
1 Key statistics
2 Regional Asian Market Comparison
3 Country overview
4 COVID-19 and its impact on the telecom sector
4.1 Economic considerations and responses
4.2 Mobile devices
4.3 Subscribers
4.4 Infrastructure
5 Telecommunications market
5.1 Market analysis
6 Regulatory environment
6.1 Regulatory authorities
6.2 Fixed-line developments
6.3 Mobile network developments
7 Mobile market
7.1 Market analysis
7.2 Mobile statistics
7.3 Mobile infrastructure
7.4 Major mobile operators
7.5 MVNOs
8 Fixed-line broadband market
8.1 Market analysis
8.2 Broadband statistics
8.3 Broadband service providers
8.4 Fibre-to-the-Premises (FttP) networks
8.5 Other fixed broadband services
9 Digital economy
9.1 e-Government
9.2 e-Commerce
9.3 e-Health
10 Fixed network operators
10.1 Introduction
10.2 TOT Corp
10.3 True Corp
10.4 CAT Telecom
10.5 Advance Information Services (AIS)
11 Telecommunications infrastructure
11.1 Overview of the national telecom network
11.2 Government Infrastructure Projects
11.3 International infrastructure
11.4 Data Centres
11.5 Smart infrastructure
12 Glossary of abbreviations
13 Related reports
List of Tables
Table 1 Top Level Country Statistics and Telco Authorities Thailand 2020 (e)
Table 2 Development of telecom sector revenue 2017 2020
Table 3 Development of telecom service revenue by type 2017 2020
Table 4 Development of mobile service revenue by type 2017 2020
Table 5 Percentage of the population covered by type of mobile network
Table 6 Growth in the number of mobile subscribers and penetration 2010 2025
Table 7 Growth in the number of mobile broadband subscribers and penetration 2011 2025
Table 8 Operator share of the mobile market 2019
Table 9 Development of AIS's revenue and annual change 2010 - 2020
Table 10 Development of AIS's financial data 2010 2020
Table 11 Change on the number of AIS's mobile subscribers 2009 - 2020
Table 12 Development of AIS's mobile ARPU (postpaid, prepaid, blended) 2010 2020
Table 13 Change in AWN's mobile churn 2016 2020
Table 14 DTAC payments for spectrum concessions June 2020
Table 15 Change in the number of DTAC's mobile subscribers 2010 2020
Table 16 Change in DTAC's mobile ARPU 2010 2020
Table 17 Development of DTAC's telecom revenue 2013 - 2020
Table 18 Development of DTAC's revenue 2013 - 2020
Table 19 Development of TrueMove H's financial data 2013 - 2020
Table 20 Development of True Corp's financial data 2010 - 2020
Table 21 Change in the number of TrueMove's mobile subscribers (million) 2010 2020
Table 22 Development of True Move's mobile ARPU 2010 2020
Table 23 Historic - TOT's fixed-line subscribers 2005 2013
Table 24 Growth in the number of fixed broadband subscribers and penetration 2010 2025
Table 25 Change in fixed broadband traffic capacity by platform 2017 2019
Table 26 Change in fixed broadband access revenue 2017 2019
Table 27 Increase in the number of TrueOnline's fixed broadband subscribers 2010 2020
Table 28 Development of TrueOnline's annualised fixed broadband ARPU 2015 2020
Table 29 Increase in the number of AIS's fixed broadband subscribers 2015 2020
Table 30 Development of AIS's fixed broadband ARPU 2015 2020
Table 31 Change in the number of fixed lines in service and penetration 2010 2025
Table 32 Increase in international internet bandwidth 2008 2020
Table 33 Inet's Data Centres
Table 34 TCC Technology's Data Centres
Table 35 Historic - Mobile subscribers, penetration and annual growth 1999 2007
Table 36 Historic AIS subscribers and market share 2004; 2007 2013
Table 37 Historic - Fixed broadband subscribers and penetration 2001 2007
Table 38 Historic - DSL subscribers 2002 2014
Table 39 Historic- Fibre-based broadband subscribers 2010 2014
Table 40 Historic - True's fixed-line subscribers 2004 2014
Table 41 Historic - Fixed lines and Penetration 1995 2006
Table 42 Historic - AIS mobile ARPU (postpaid, prepaid, blended) 2007 2009
Table 43 Historic - True Move mobile subscribers 2008 2009
Table 44 Historic - True Move ARPU 2007 2009
Table 45 TrueOnline fixed broadband subscribers 2008 2009
Table 46 Historic - DTAC mobile subscribers 2007 2009
Table 47 Historic - DTAC mobile ARPU 2008 2009
Table 48 Historic - True Move: ARPU (postpaid, prepaid and blended) 2007 2009
List of Charts
Chart 1 Asian Telecoms Maturity Index by Market Category
Chart 2 Asian Telecoms Maturity Index vs GDP per capita
Chart 3 Telecoms Maturity Index South East Asia
Chart 4 Development of telecom sector revenue (THB million) 2017 2020
Chart 5 Development of telecom service revenue by type (THB million) 2017 2020
Chart 6 Development of mobile service revenue by type (THB million) 2017 2020
Chart 7 Growth in the number of Mobile Subscribers and Penetration 2010 2025
Chart 8 Growth in the number of mobile broadband subscribers and penetration 2011 2025
Chart 9 Development of AIS's financial data 2010 2020
Chart 10 Change on the number of AIS's mobile subscribers 2009 - 2020
Chart 11 Development of AIS's mobile ARPU (postpaid, prepaid, blended) 2010 2020
Chart 12 Change in the number of DTAC's mobile subscribers (million) 2010 2020
Chart 13 Change in DTAC's mobile ARPU 2010 2020
Chart 14 Development of DTAC's telecom revenue 2013 - 2020
Chart 15 Development of DTAC's revenue 2013 - 2020
Chart 16 Development of TrueMove H's financial data 2013 - 2020
Chart 17 Development of True Corp's financial data 2010 - 2020
Chart 18 Change in the number of TrueMove's mobile subscribers (million) 2010 2020
Chart 19 Development of True Move's mobile ARPU (THB/month) 2010 2020
Chart 20 Growth in the number of fixed broadband subscribers and penetration 2010 2025
Chart 21 Change in fixed broadband access revenue (THB million, Q4) 2017 2019
Chart 22 Increase in the number of TrueOnline's fixed broadband subscribers 2010 2020
Chart 23 Increase in the number of AIS's fixed broadband subscribers 2015 2020
Chart 24 Development of AIS's fixed broadband ARPU 2015 2020
Chart 25 Change in the number of fixed lines in service and teledensity 2010 2025
List of Exhibits
Exhibit 1 Key market characteristics by market segment
Exhibit 2 South East Asia - Key Characteristics of Telecoms Markets by Country
Exhibit 3 5G auction result February 2020
Exhibit 4 Principal submarine cable networks
Exhibit 5 Thaicom's satellite network
Exhibit 6 International internet gateway operators in Thailand
2 Regional Asian Market Comparison
3 Country overview
4 COVID-19 and its impact on the telecom sector
4.1 Economic considerations and responses
4.2 Mobile devices
4.3 Subscribers
4.4 Infrastructure
5 Telecommunications market
5.1 Market analysis
6 Regulatory environment
6.1 Regulatory authorities
6.2 Fixed-line developments
6.3 Mobile network developments
7 Mobile market
7.1 Market analysis
7.2 Mobile statistics
7.3 Mobile infrastructure
7.4 Major mobile operators
7.5 MVNOs
8 Fixed-line broadband market
8.1 Market analysis
8.2 Broadband statistics
8.3 Broadband service providers
8.4 Fibre-to-the-Premises (FttP) networks
8.5 Other fixed broadband services
9 Digital economy
9.1 e-Government
9.2 e-Commerce
9.3 e-Health
10 Fixed network operators
10.1 Introduction
10.2 TOT Corp
10.3 True Corp
10.4 CAT Telecom
10.5 Advance Information Services (AIS)
11 Telecommunications infrastructure
11.1 Overview of the national telecom network
11.2 Government Infrastructure Projects
11.3 International infrastructure
11.4 Data Centres
11.5 Smart infrastructure
12 Glossary of abbreviations
13 Related reports
List of Tables
Table 1 Top Level Country Statistics and Telco Authorities Thailand 2020 (e)
Table 2 Development of telecom sector revenue 2017 2020
Table 3 Development of telecom service revenue by type 2017 2020
Table 4 Development of mobile service revenue by type 2017 2020
Table 5 Percentage of the population covered by type of mobile network
Table 6 Growth in the number of mobile subscribers and penetration 2010 2025
Table 7 Growth in the number of mobile broadband subscribers and penetration 2011 2025
Table 8 Operator share of the mobile market 2019
Table 9 Development of AIS's revenue and annual change 2010 - 2020
Table 10 Development of AIS's financial data 2010 2020
Table 11 Change on the number of AIS's mobile subscribers 2009 - 2020
Table 12 Development of AIS's mobile ARPU (postpaid, prepaid, blended) 2010 2020
Table 13 Change in AWN's mobile churn 2016 2020
Table 14 DTAC payments for spectrum concessions June 2020
Table 15 Change in the number of DTAC's mobile subscribers 2010 2020
Table 16 Change in DTAC's mobile ARPU 2010 2020
Table 17 Development of DTAC's telecom revenue 2013 - 2020
Table 18 Development of DTAC's revenue 2013 - 2020
Table 19 Development of TrueMove H's financial data 2013 - 2020
Table 20 Development of True Corp's financial data 2010 - 2020
Table 21 Change in the number of TrueMove's mobile subscribers (million) 2010 2020
Table 22 Development of True Move's mobile ARPU 2010 2020
Table 23 Historic - TOT's fixed-line subscribers 2005 2013
Table 24 Growth in the number of fixed broadband subscribers and penetration 2010 2025
Table 25 Change in fixed broadband traffic capacity by platform 2017 2019
Table 26 Change in fixed broadband access revenue 2017 2019
Table 27 Increase in the number of TrueOnline's fixed broadband subscribers 2010 2020
Table 28 Development of TrueOnline's annualised fixed broadband ARPU 2015 2020
Table 29 Increase in the number of AIS's fixed broadband subscribers 2015 2020
Table 30 Development of AIS's fixed broadband ARPU 2015 2020
Table 31 Change in the number of fixed lines in service and penetration 2010 2025
Table 32 Increase in international internet bandwidth 2008 2020
Table 33 Inet's Data Centres
Table 34 TCC Technology's Data Centres
Table 35 Historic - Mobile subscribers, penetration and annual growth 1999 2007
Table 36 Historic AIS subscribers and market share 2004; 2007 2013
Table 37 Historic - Fixed broadband subscribers and penetration 2001 2007
Table 38 Historic - DSL subscribers 2002 2014
Table 39 Historic- Fibre-based broadband subscribers 2010 2014
Table 40 Historic - True's fixed-line subscribers 2004 2014
Table 41 Historic - Fixed lines and Penetration 1995 2006
Table 42 Historic - AIS mobile ARPU (postpaid, prepaid, blended) 2007 2009
Table 43 Historic - True Move mobile subscribers 2008 2009
Table 44 Historic - True Move ARPU 2007 2009
Table 45 TrueOnline fixed broadband subscribers 2008 2009
Table 46 Historic - DTAC mobile subscribers 2007 2009
Table 47 Historic - DTAC mobile ARPU 2008 2009
Table 48 Historic - True Move: ARPU (postpaid, prepaid and blended) 2007 2009
List of Charts
Chart 1 Asian Telecoms Maturity Index by Market Category
Chart 2 Asian Telecoms Maturity Index vs GDP per capita
Chart 3 Telecoms Maturity Index South East Asia
Chart 4 Development of telecom sector revenue (THB million) 2017 2020
Chart 5 Development of telecom service revenue by type (THB million) 2017 2020
Chart 6 Development of mobile service revenue by type (THB million) 2017 2020
Chart 7 Growth in the number of Mobile Subscribers and Penetration 2010 2025
Chart 8 Growth in the number of mobile broadband subscribers and penetration 2011 2025
Chart 9 Development of AIS's financial data 2010 2020
Chart 10 Change on the number of AIS's mobile subscribers 2009 - 2020
Chart 11 Development of AIS's mobile ARPU (postpaid, prepaid, blended) 2010 2020
Chart 12 Change in the number of DTAC's mobile subscribers (million) 2010 2020
Chart 13 Change in DTAC's mobile ARPU 2010 2020
Chart 14 Development of DTAC's telecom revenue 2013 - 2020
Chart 15 Development of DTAC's revenue 2013 - 2020
Chart 16 Development of TrueMove H's financial data 2013 - 2020
Chart 17 Development of True Corp's financial data 2010 - 2020
Chart 18 Change in the number of TrueMove's mobile subscribers (million) 2010 2020
Chart 19 Development of True Move's mobile ARPU (THB/month) 2010 2020
Chart 20 Growth in the number of fixed broadband subscribers and penetration 2010 2025
Chart 21 Change in fixed broadband access revenue (THB million, Q4) 2017 2019
Chart 22 Increase in the number of TrueOnline's fixed broadband subscribers 2010 2020
Chart 23 Increase in the number of AIS's fixed broadband subscribers 2015 2020
Chart 24 Development of AIS's fixed broadband ARPU 2015 2020
Chart 25 Change in the number of fixed lines in service and teledensity 2010 2025
List of Exhibits
Exhibit 1 Key market characteristics by market segment
Exhibit 2 South East Asia - Key Characteristics of Telecoms Markets by Country
Exhibit 3 5G auction result February 2020
Exhibit 4 Principal submarine cable networks
Exhibit 5 Thaicom's satellite network
Exhibit 6 International internet gateway operators in Thailand
Note: Product cover images may vary from those shown
- TOT Corp
- CAT Telecom
- True Corp
- True Move
- TT&T
- AIS
- DTAC
- Thaicom
- Triple T Broadband
- AIS
- DTAC
- Cable Thai (CTH)
Note: Product cover images may vary from those shown
