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市場調查報告書
各地區通信市場之概要：亞太地區
Regional telecoms overview: Asia-Pacific
| 出版商 |
Ovum, Ltd. |
| 出版日期 |
2010年08月 |
商品編碼 |
134036 |
| 內容資訊 |
英文 Pages: 43 |
| 價格 |
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各地區通信市場之概要：亞太地區 是由出版商Ovum, Ltd.在2010年08月所出版的。
這份英文市場調查報告書包含Pages: 43 價格從美金2495起跳。
亞太地區的通信市場由於競爭環境與發展狀況、景氣、法規、人口構成等因素而有很大的不同。這些的差異對營運企業帶來不少課題，營運企業努力配合亞太地區全體的獨特環境，廣範的戰略就是其證據。
本報告書為亞太地區市場狀況之分析與主要固定線路・行動裝置・寬頻營運公司的動向、成績、戰略等，概述如下。
- 總綱
- 概要
- 主要訊息
- 最重要的收益下降，但因成本刪減而改善利潤
- 固定線路語音服務不可避免的加速低下
- 行動裝置・寬頻顯現潛力，但全體的成長並不漂亮
- 固定線路寬頻與數據成長是停滯的
- 概要語調査範圍
- 報告書焦點
- 加速的固定線路服務之低下
- 市場競争
- 加速的固定接續線路之損失
- 加重連線低落的收益低下
- 成為主流的VoIP
- 難以想像收益與連線的等比級數下降
- 顯著成長停頓了的寬頻
- 市場競争
- 寬頻市場的飽和
- 寬頻獲利並未帶來足夠的成長
- 寬頻用的影片服務與超越搜索收益的連接
- 寬頻成長並未填補固定線路語音的低下
- 朝向光纖前進的固定線寬頻接續
- 飽和的行動裝置市場
- 多樣性的部分地區之分類化
- 市場競争
- 赫芬達爾—赫希曼指數
- 國際的擴大
- 獨占技術的GSM家族
- 發展的3G
- 成熟市場中有所極限的行動收益成長
- 持續以顯著速度下降的加入者每人平均銷售量（ARPU）
- 每1回連接的使用時間
- 顯示強力成長的行動數據之收益
- 連接的成長停滯
- 自己體驗到成長低下的傳統行動營運企業
- 特別是佔有成長市場的私人利用者
- 混合營運企業的經營成績
- 傳統型服務到新服務的收益平移
- 最重要的收益之低下
- 大規模平坦化之收益性
- 現金的生成
- 運用支出
- 設備支出
- 負債
- 勞動力
- 附屬資料
- 調査手法
Abstract
The telecoms markets in Asia-Pacific vary considerably in terms of competitive
environment, stage of development, economic performance, regulation, and
demographics. These differences present a number of challenges to operators,
and therefore a wide array of strategies are evident as operators strive to
meet the unique circumstances throughout the region. In 2009, macroeconomic
factors had a significant impact on operator performance, making it a
financially difficult year for telcos. In addition, the rapid decline in fixed
voice services and the slowdown in both broadband and mobile growth also
affected results. This report analyzes the market conditions in the
Asia-Pacific region, and the trends, performance, and strategies of the key
operators in the fixed voice, mobile, and broadband sectors.
Table of Contents
Executive summary
In a nutshell
Key messages
Top-line revenue
declines but cost cutting narrowly improves margins
Inevitable decline in
fixed voice services accelerates
Mobile broadband shows potential but
unimpressive overall growth
Fixed broadband and data growth stagnates
Overview and scope
Report focus
Decline of fixed-line services
accelerates
Market competition
Fixed-access line losses accelerate
Revenue decline exceeds access decline
VoIP going mainstream
Double-digit revenue and connection declines unlikely
Broadband growth
slows significantly
Market competition
Broadband markets saturating
Broadband revenue no longer providing much growth
Video services and
the search for broadband revenue beyond access
Broadband growth not
compensating for the decline in fixed voice
Fixed broadband access moving
to fiber
Mobile markets saturate
Categorizing a diverse region
Market competition
The Herfindahl-Hirschman Index
International
expansion
GSM family dominates technology
3G takes off
Limited
mobile revenue growth in mature markets
ARPU decline continues at a
significant pace
Minutes of use (MoU) per connection
Mobile data
revenues show strong growth
Connection growth slowing
Incumbents’ mobile operations experiences slight growth decline
Prepaid users dominate, especially in growth markets
Financial
performance of operators is mixed
Revenues shift from traditional to new
services
Top-line revenue declines
Profitability is largely flat
Cash generators
Operating expenditure
Capital expenditure
Debt
Workforce
Appendix
Methodology
List of Tables
Table 1: Emerging, developing, developed, and advanced
market characteristics
Table 2: Major cross-market mobile operator
shareholdings in Asia-Pacific: 2009
List of
Figures
Figure 1: Incumbent fixed-access lines, domestic retail market
share: 2007-09
Figure 2: Change in incumbents’ domestic retail
fixed-access lines: 2007-09
Figure 3: Change in incumbents’ fixed
voice revenues: 2007-09
Figure 4: Asia-Pacific fixed line connection and
revenue CAGR forecasts: 2009-15
Figure 5: Incumbent domestic retail
broadband market share: 2007-09 (excluding mobile broadband)
Figure 6:
Growth in incumbent domestic retail broadband connections: 2007-09 (excluding
mobile broadband)
Figure 7: Change in incumbents’ domestic
broadband and data revenues: 2007-09
Figure 8: Asia-Pacific incumbent
video connections: 2008-09
Figure 9: Change in domestic fixed revenues:
2007-09
Figure 10: Asia-Pacific broadband access technology: 2009
(excluding mobile broadband)
Figure 11: HHI comparison of local mobile
market fragmentation in Asia-Pacific: 2009
Figure 12: Mobile connections
by bearer technology in Asia-Pacific: 2009
Figure 13: Percentage of 3G
connections in Asia-Pacific: 2009 and 2015 forecasts
Figure 14: Domestic
mobile revenue growth in Asia-Pacific markets
Figure 15: Change in
mobile ARPU for Asia-Pacific markets: 2008-09
Figure 16: Growth in MoU
per connection per month: 2009
Figure 17: Mobile data revenues as a
percentage of service revenues for Asia-Pacific markets: 2008-09
Figure
18: Mobile connection growth and market penetration in Asia-Pacific: 2007-09
Figure 19: Mobile connection growth for fixed Asia-Pacific incumbents:
2008-09
Figure 20: Percentage of mobile connections that are prepaid, by
market: 2008-09
Figure 21: Revenue percentage by product and operator:
2006-09
Figure 22: Change in incumbents’ total revenues: 2006-09
Figure 23: Incumbent EBITDA margins: 2006-09
Figure 24: Incumbent
EBIT margins: 2006-09
Figure 25: Incumbent cash efficiency: 2006-09
Figure 26: Incumbent opex growth versus revenue growth: 2009
Figure 27:
Capex/revenue ratios: 2006-09
Figure 28: Debt/revenue ratios: 2007-09
Figure 29: Change in number of employees (full-time equivalents) at
incumbent operators: 2007-09
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