Thailand Telecommunications Report Q4 2017
|出版日期||內容資訊||英文 78 Pages
BMI View:We have not made significant forecast corrections in the latest Q417 Thailand telecoms update as the market continues to perform in line with BMI forecasts. The Thai mobile market grew faster than anticipated in 2016 and Q117 before contracting again in Q217 due to inactive disconnections. We maintain our view that competition in the telecoms sector is fierce as efforts to migrate 2G subscribers to 3G and 4G networks have led to increased costs from marketing expenses and handset subsidies. While the licensing of spectrum through auctions has incentivised operators to speed up service development and network roll-outs, the political agenda in telecoms and a lack of regulator independence will continue to weigh on the industry and this could be aggravated by the establishment of the new Digital Economy and Society Ministry. The upcoming spectrum auction will boost advanced data and services uptake in the country and is expected to encourage 5G innovation with the government hoping for a roll-out by 2020.