Abstract
“Getting new services, such as m-payments and wireless broadband, right
is key in a low ARPU environment.”
In the midst of the economic downturn, sub-Saharan Africa stands out as one of
the few regions that offer strong possibilities for growth in their telecoms
industry - if operators can take advantage of the potential. As well as the
growth in the total number of subscribers, the provision of m-payment services
provides opportunities for established operators. Wireless broadband is
becoming viable in an increasing number of countries as technologies mature
and international connectivity becomes more affordable, thanks to an increase
in the number of submarine cables reaching Africa' s coasts.
There are also opportunities for new investment in either existing operators
or new licences. Two of the largest operators in the region, MTN and Zain, are
currently the subject of numerous reports and much speculation on potential
changes to their ownership. Meanwhile, a number of privatisations and spectrum
licences offer opportunities in many countries across the region.
This report considers the impact that these major trends will have on
operators in the region, which is essential information for not only
operators, but also their vendors, financial backers and advisors. It analyses
the likely impact of these industry-wide changes and identifies the key
considerations in understanding these issues. Further, the report focuses on
the region' s major operators, discussing their strategies, financial
performance, major initiatives, and new products and services.
Sub-Saharan Africa telecoms market: regional overview 2009 answers your key
questions:
- What are the strategic priorities of sub-Saharan Africa' s major operators
and how have they been performing?
- How can operators succeed with m-payment services?
- What is the potential for mobile broadband in the region?
- What effect will the increase in international connectivity have on the
region?
- What investment opportunities exist in the region, what strategic value do
they hold and which players are interested in them?
Table of Contents
- 4. Document map - Executive summary
- 5. Executive Summary
- 6. Document map - Introduction and scope
- 7. This report considers the key issues in sub-Saharan Africa
- 8. Document map - Mobile payments
- 9. African MNOs are launching m-payment services across the region, often
in partnership with financial institutions
- 10. Three factors make sub-Saharan Africa a favourable market for mobile
banking services
- 11. M-PESA' s success in Kenya has demonstrated the potential for
m-payments in sub-Saharan Africa
- 12. Operators need to consider several key issues to understand the
viability of m-payment services
- 13. M-payment systems are likely to become more interoperable between
networks
- 14. Document map - Wireless broadband
- 15. Many wireless broadband access networks are operational in the region
- 16. In South Africa, Vodacom has exploited its position in the mobile
market to become the broadband market leader
- 17. Mobile broadband operators must price their services carefully to
maintain profitability
- 18. Document map - International connectivity
- 19. New fibre-based international connectivity has started to arrive in
sub-Saharan Africa
- 20. Open access to connectivity is the key to affordable services
- 21. The launch of SEACOM has already started to drive a reduction in
broadband service pricing
- 22. Document map - M&A and licensing opportunities
- 23. Sub-Saharan Africa presents a range of investment opportunities that
vary widely in value
- 24. Zain considers selling its African operations
- 25. Mozambique is working towards licensing a third MNO
- 26. MTN is considering a merger with Bharti Airtel
- 27. The Zambian government aims to privatise Zamtel
- 28. Nigeria plans new spectrum auctions
- 29. ZTE aims to sell its operations in DRC
- 30. Document map - Overview of major operators
- 31. France Telecom, MTN, Telkom SA and Zain dominate the telecoms
landscape in sub-Saharan Africa
- 32. Overview of major operators - France Telecom
- 33. France Telecom: overview
- 34. France Telecom: recent news
- 35. France Telecom continues to consider expansion opportunities to build
sub-regional clusters
- 36. Overview of major operators - Millicom International Cellular
- 37. Millicom International Cellular: overview
- 38. Millicom International Cellular: recent news
- 39. Millicom has achieved strong growth in its subscriber numbers, which
has increased revenue significantly
- 40. Overview of major operators - MTN
- 41. MTN: overview
- 42. MTN: recent news
- 43. MTN has achieved strong revenue growth in its local currency, largely
because of subscriber acquisitions
- 44. Overview of major operators - Telkom SA
- 45. Telkom SA: overview
- 46. Telkom SA: recent news
- 47. Telkom SA' s revenue grew in its 2009 financial year, but its net
profit declined sharply in local currency terms
- 48. Overview of major operators - Vodacom
- 49. Vodacom: overview
- 50. Vodacom: recent news
- 51. Vodacom has performed well financially and its growth is set to
accelerate following Telkom SA' s divestment
- 52. Overview of major operators - Zain
- 53. Zain: overview
- 54. Zain: recent news
- 55. Zain' s aggressive expansion plans have resulted in strong revenue
growth
- 56. Document map - Authors, copyright and key to acronyms
- 57. Authors
- 58. Copyright
- 59. Key to acronyms
- 60. Document map - List of figures and tables
- 61. List of figures and tables [1]
- 62. List of figures and tables [2]
- 63. List of figures and tables [3]
- 64. Document map - About Analysys Mason
- 65. About Analysys Mason
- 66. Research from Analysys Mason
- 67. Consulting from Analysys Mason
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