泰國行動市場

Abstract

Many issues define the Thailand mobile market including ongoing tariff wars, complex licensing, a new regulator, 3G, the introduction of interconnection and sophisticated marketing and segmentation. This report examines these issues and operators' strategies, and provides an overview of the trends in the Thai mobile market.

Table of Contents

Executive summary

Market overview

• Further growth opportunities
• Market share
• Operator ownership

Regulation

• Concession environment
• Future changes to the concession regime
• Interconnection and termination fees introduced
• New telecommunications and broadcasting regulator
• Foreign ownership

3G in Thailand

• Operators make moves in-band while waiting for 3G 2100MHz licences
• DTAC' s 3G strategy
• True Move' s 3G strategy
• AIS' s 3G strategy
• Thai Mobile
• What are the implications of deploying in-band?
• WiMAX

Data usage

• Data growth incremental

ARPU and tariff wars

• ARPU stabilising

Operator strategies

• AIS
• DTAC
• True Move
• CAT CDMA/Hutch
• Thai Mobile

Table of figures

• Figure 1: Mobile connections, growth and penetration in Thailand
• Figure 2: Market shares of Thailand mobile connections by operator
• Table 1: Thailand mobile operator' s major shareholders
• Figure 3: DTAC regulatory and net interconnection costs
• Figure 4: True Move' s and AIS' s non-voice revenues: 1Q08
• Figure 5: True Move' s percentage change in average voice price 1Q07 - 1Q08