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Thailand Telecommunications Report Q4 2016

出版商 BMI Research 商品編碼 177776
出版日期 內容資訊 英文 79 Pages
商品交期: 最快1-2個工作天內
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泰國的通訊產業(季度更新報告) Thailand Telecommunications Report Q4 2016
出版日期: 2016年09月21日 內容資訊: 英文 79 Pages




  • 電信業者


  • 最新資訊
  • 結構的趨勢


  • 產業的風險/利潤指標


  • 市場成長的促進要素及趨勢
  • 行動通訊
  • 有線語音和寬頻
  • 收費電視/匯流




  • TOT
  • True Corporation
  • Advanced Info Service (AIS)
  • DTAC




  • 產業預測技術
  • 資訊來源
  • 風險/利潤、等級技術


Product Code: 1748-4871

BMI View: Following the 4G spectrum auctions in late 2015 and the re-auction in May 2016, competition in the telecoms sector has been fiercer than ever. Efforts to migrate 2G subscribers to 3G and 4G networks have led to increased costs from marketing expenses and handset subsidies, and this has been reflected in operators' Q216 financials with DTAC experiencing an 89.7% y-o-y fall in net profits and True drawing a net loss for the quarter. While the licensing of spectrum through auctions has incentivised operators to speed up service development and network rollouts, the lack of regulator independence and a political agenda in telecoms will continue to weigh on the industry, and this could be aggravated by the establishment of the new Digital Economy and Society Ministry.

Latest Updates And Industry Developments

  • Jas Mobile failed to generate the estimated USD2.1bn required for the first instalment of the 4G spectrum licence it won last year. DTAC and True have walked away from the auction and AIS became the receiver of the spectrum block at Jas's winning bid. The failure of Jas to enter the market will ensure that competition amongst the three incumbent players will heat up.
  • Total mobile subscriptions have rebounded to 86.54mn in Q116 after falling for three consecutive quarters in 2015 as a result of the compulsory SIM registration drive which lasted till August. This figure still represents a 7.4% reduction from Q115 figures. However, a notable effect was the resulting rise in 3G/4G subscriptions as a percentage of total mobile subscriptions to 95%, from 85% a year earlier, and we forecast total 3G/4G subscriptions to reach 86.6mn by end-2020.
  • Despite the focus on the mobile sector this year, latest fixed broadband subscription data from the regulator has shown a strong continuous growth in subscribers, to 6.4mn in Q116, y-o-y growth of 14.3%. We believe this steady increase will continue into 2016, reaching 6.85mn by the year-end.

Table of Contents

BMI Industry View


Industry Forecast

  • Latest Updates
    • Structural Trends
      • Table: Telecoms Sector - Historical Data & Forecasts (Thailand 2013-2020)

Industry Risk/Reward Index

  • Asia Pacific Risk/Reward Index
    • Table: APAC Telecoms Risk/Reward Index, Q416
  • Industry Risk/Reward Index

Market Overview

  • Market Drivers & Trends
    • Mobile
      • Table: 3G & 4G Uptake by Operator ('000)
    • Wireline Voice & Broadband
      • Table: Broadband Market Growth
      • Table: Thai Broadband Market (2015e)
    • Pay TV/ Convergence

Regulatory Development

  • Regulatory Overview
  • Industry Risks
  • Main Development: Concessions Vs Licensed Spectrum
  • Additional Developments
    • Table: Thailand's Regulatory Bodies And Their Responsibilities

Competitive Landscape

  • Table: Mobile Market Overview
  • Table: AIS
  • Table: DTAC
  • Table: True
  • Table: Broadband Connections

Company Profile

  • TOT
  • True Corporation
  • Advanced Info Service (AIS)
  • DTAC

Demographic Forecast

  • Table: Population Headline Indicators (Thailand 1990-2025)
  • Table: Key Population Ratios (Thailand 1990-2025)
  • Table: Urban/Rural Population & Life Expectancy (Thailand 1990-2025)
  • Table: Population By Age Group (Thailand 1990-2025)
  • Table: Population By Age Group % (Thailand 1990-2025)


  • Table: Glossary Of Terms


  • Industry Forecast Methodology
  • Sources
  • Risk/Reward Index Methodology
    • Table: Risk/Reward Index Indicators
    • Table: Weighting Of Indicators
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