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市場調查報告書
俄羅斯的通訊・IP網路・數位媒體市場預測
Russia - Telecoms, IP Networks, Digital Media and Forecasts
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俄羅斯的通訊・IP網路・數位媒體市場預測 是由出版商Paul Budde Communication Pty Ltd.在2012年01月所出版的。
這份英文市場調查報告書包含94 Pages 價格從美金825起跳。
本報告，調查俄羅斯的通訊市場，彙整行動・網路・寬頻・數位電視等各市場的動向與發展、統計、法規問題、主要企業檔案資料、市場預測等，由下列摘要形式闡述。
第1章 主要統計
第2章 通訊市場
第3章 法規環境
第4章 固定通訊電信業者
- 市場概要
- Svyazinvest
- 地區的電信業者
- Rostelecom
- Golden Telecom/Beeline
- Multiregional Transit Telecom
- TransTeleCom (TTK)
- PeterStar
- ER-Telecom
- Comstar/MGTS
第5章 通訊基礎建設
第6章 網路市場
第7章 寬頻市場
- 概要
- 固定寬頻的統計
- ADSL
- 數據機
- FttH網路
- BPL
- 無線寬頻
第8章 數位媒體
第9章 行動通訊
- 俄羅斯行動市場的概要與分析
- 法規的問題
- 行動技術
- 主要的行動電信業者
- 行動語音服務
- 行動資料服務
- 行動內容以及應用
第10章 預測
- 固定寬頻市場的預測：2010∼2013年、2020年
第11章 省略語集
圖表
Abstract
Overview
This report provides a comprehensive overview of trends and developments in
Russia' s telecommunications market. The report analyses the mobile, internet,
broadband, digital TV and converging media sectors.
Subjects include:
- Market and industry analyses, trends and developments;
- Facts, figures and statistics;
- Industry and regulatory issues;
- Infrastructure;
- Major players, revenues, subscribers, ARPU, MoU;
- Internet, VoIP, IPTV;
- Mobile voice and data markets;
- Broadband (FttH, DSL, cable TV, wireless);
- Convergence and digital media;
- 3G subscriber and mobile ARPU forecasts to 2015;
- Broadband market forecasts for selective years to 2020.
Executive Summary
Russia' s mobile operators unite to extend LTE to remote areas by 2014
BuddeComm' s annual publication, Russia - Telecoms, IP Networks, Digital Media
and Forecasts, provides a comprehensive overview of the trends and
developments in the telecommunications and digital media markets in Eastern
Europe' s largest market.
Having experienced more than a decade of strong GDP growth until 2009, the
Russian economy has been negatively impacted by the recent global financial
crisis. This is partly due to the country' s reliance on commodity exports,
exacerbated by highly leveraged corporations exposed to US mortgage-backed
securities and capital outflows resulting from concerns over state
interference in the economy. Nevertheless, some recovery has been seen since,
and GDP growth is expected to reach 4.5% in 2011 following a 3.7% growth in
2010.
This growth is being mirrored in Russia' s telecom market, which fared better
than the economy generally in 2009, growing 2.7% year-on-year. This growth
recognises the resilience of telecom services, due to their utility nature and
also to the relative immaturity of the market in regional areas - itself a
legacy of the inefficient, unreliable and underdeveloped networks inherited
from the Soviet era.
Significant changes have occurred with the country' s incumbents. The state' s
interest is held in Svyazinvest (75% owned by the government), which was
established in 1995. The group was restructured in 2002 when almost all
regional incumbent operators were merged into seven large interregional
operators. In early 2011 these regional players ceased to exist independently
when they were joined to Svyazinvest' s main subsidiary Rostelecom. The
creation of an integrated telco, under Rostelecom and operating in many
segments, will enable it to capitalise on a scale nationally.
The broadband market has grown with the migration beyond voice-centric
offerings to voice, broadband and convergence services. The poor quality of
the infrastructure has resulted in a variety of technology platforms used to
offer broadband, including xDSL, cable and FttH/FttB. Wireless solutions such
as WiFi and WiMAX initially garnered much interest, but has since been
overtaken by interest in mobile technologies: the main WiMAX player, operating
under the Yota brand, intends to end its WiMAX offerings and migrate customers
to LTE by 2014.
Russia possesses a vast broadcasting market undergoing rapid change. Both
freely accessible and paid content is widely available from cable TV,
terrestrial, IPTV and satellite platforms. Competition is driving new network
deployments and network modernisation as incumbent broadcasters face
challenges associated with digitising analogue networks and increased
competition from new market entrants, particularly from the telecom sector.
Russia also has the largest mobile market in Europe. A number of mobile
network operators exist although three major operators (MTS, VimpelCom and
MegaFon) dominate. These have expanded nationally through acquisitions of
smaller regional service providers. Given the high penetration rate, future
revenue growth will be derived from mobile data services based on 3G networks
and the deployment of networks based on HSPA+ and LTE technologies. In early
2011 the ‘Big Three' MNOs signed a deal to expand LTE to 180 cities
using a new network to be built by Yota.
Market highlights:
- Despite economic difficulties, growth in the telecoms market during the
next few years, on the back of the broadband and mobile sectors, will
compensate for declining sales in the fixed-line telephony sector. The decline
in investments in recent years, engendered from the financial turmoil,
affected the expansion and upgrade of networks in regional areas. These
extraordinary conditions are largely past, and investment in telecoms
infrastructure is expected to have grown 30% in 2010 and an anticipated
20%-25% in 2011, motivated by opportunities in areas such as fibre and LTE.
- The seven regional incumbents which make up Svyazinvest, majority-owned by
the government, in early 2011 merged with the key subsidiary Rostelecom. The
move created an integrated company based on Rostelecom which will be better
placed to exploit economies of scale in coming years.
- In early 2011 Rostelecom signed a memorandum of understanding with the
three main MNOs to develop a joint LTE network using the infrastructure to be
built by Yota. The network will expand LTE availability to 70 million Russians
in 180 cities by 2014, vastly improving regional broadband availability in
coming years.
- FttX infrastructure has been expanded rapidly in recent years, principally
by regional players including Southern Telecom Company, SibirTelecom, ER
Telecom and Golden Telecom. Collectively, these players are having a
significant impact of fibre broadband in regional areas, and are enabling
operators to take advantage of consumer demand for faster access and bundled
services.
- The transition to DTTV is underway, with ASO taking place regionally.
Siberia and the Far East were the first to receive DTTV transmissions. DTTV
development has nevertheless been held back by the lack of a clear strategy,
providing the catalyst for alternative Digital TV platforms based on broadband
internet, cable and satellite. ASO is to be completed by 2015 yet the second
multiplex is unlikely to launch before 2017, while a third multiplex may
launch after 2020: ASO can only be completed after 95% of the population can
receive DTT signals.
This report is essential reading for those needing high level strategic
information and objective analysis on the telecom sector in Russia.
It provides further information on:
- Market liberalisation and regulatory issues;
- The impact of the global economic crisis;
- Telecoms operators - privatisation, acquisitions, new licences;
- Mobile data market developments in coming years in light of spectrum
auctions and new licence awards;
- 3G developments, regulatory issues and technologies including HSPA;
- Broadband migration to an FttH architecture;
- Historical and current subscriber statistics and forecasts;
- ARPU statistics and forecasts.
Data in this report is the latest available at the time of preparation and may
not be for the current year.
Table of Contents
1. Key Statistics
2. Telecommunications Market
- 2.1 Overview of Russia' s telecom market
3. Regulatory Environment
- 3.1 History
- 3.1.1 Telecommunications Law 2003
- 3.2 Regulatory authority
- 3.3 Telecom sector liberalisation in Russia
- 3.3.1 Privatisation
- 3.3.2 Interconnection
- 3.3.3 Access
- 3.3.4 Carrier selection
- 3.3.5 Universal service obligation
- 3.3.6 Calling Party Pays (CPP) legislation
- 3.3.7 Local call tariffs
4. Fixed Network Operators
- 4.1 Market overview
- 4.2 Svyazinvest
- 4.3 Regional operators
- 4.3.1 Centertelecom
- 4.3.2 Dalsvyaz (Far East Telecom)
- 4.3.3 North-West Telecom
- 4.3.4 Sibirtelecom
- 4.3.5 Southern Telecom Company (UTK)
- 4.3.6 Uralsvyazinform
- 4.3.7 VolgaTelecom
- 4.3.8 Central Telegraph
- 4.4 Rostelecom
- 4.5 Golden Telecom/Beeline
- 4.6 Multiregional Transit Telecom
- 4.7 TransTeleCom (TTK)
- 4.8 PeterStar
- 4.9 ER-Telecom
- 4.10 Comstar/MGTS
5. Telecommunications Infrastructure
- 5.1 Introduction
- 5.2 Local
- 5.2.1 Regional operators
- 5.2.2 Central Telegraph
- 5.2.3 Comstar/MGTS
- 5.2.4 Golden Telecom
- 5.2.5 PeterStar
- 5.3 National
- 5.3.1 Golden Telecom
- 5.3.2 Rostelecom
- 5.3.3 TransTeleCom
- 5.4 Satellite networks
- 5.5 Telecoms and IT
6. Internet Market
- 6.1 Russia' s emerging internet society
- 6.2 Regulatory developments
7. Broadband Market
- 7.1 Overview
- 7.2 Fixed broadband statistics
- 7.3 Asymmetrical digital subscriber line (ADSL)
- 7.3.1 Comstar
- 7.3.2 VolgaTelecom
- 7.3.3 VimpelCom
- 7.4 Cable modems
- 7.5 Fibre-to-the-home (FttH) networks
- 7.6 Broadband powerline (BPL)
- 7.7 Wireless broadband
- 7.7.1 WiFi
- 7.7.2 WiMAX
- 7.7.3 Internet via satellite
8. Digital Media
- 8.1 Broadcasting market
- 8.1.1 Overview
- 8.1.2 Free-to-air (FTA)
- 8.1.3 Digital TV
9. Mobile Communications
- 9.1 Overview and analysis of Russia' s mobile market
- 9.2 Regulatory issues
- 9.2.1 Mobile number portability
- 9.2.2 3G licences
- 9.2.3 Calling Party Pays (CPP) legislation
- 9.2.4 Roaming
- 9.3 Mobile technologies
- 9.3.1 Digital
- 9.3.2 Third Generation (3G) mobile
- 9.4 Major mobile operators
- 9.4.1 Mobile TeleSystems (MTS)
- 9.4.2 VimpelCom
- 9.4.3 MegaFon
- 9.4.4 Tele2 Russia
- 9.4.5 SMARTS Group
- 9.4.6 Skylink
- 9.4.7 Uralsvyazinform
- 9.4.8 VolgaTelecom
- 9.4.9 Mobile virtual network operators (MVNOs)
- 9.5 Mobile voice services
- 9.5.1 Prepaid
- 9.5.2 Satellite mobile
- 9.6 Mobile data services
- 9.6.1 SMS/MMS
- 9.6.2 General packet radio service (GPRS)
- 9.6.3 Enhanced data for GSM evolution (EDGE)
- 9.6.4 High-speed packet access (HSPA)
- 9.6.5 Long-term evolution (LTE)
- 9.6.6 Mobile broadband
- 9.6.7 i-mode
- 9.6.8 BlackBerry
- 9.6.9 Mobile TV
- 9.7 Mobile content and applications
10. Forecasts
- 10.1 Forecasts - Fixed broadband market - 2010 - 2013; 2020
- 10.1.1 Scenario 1 - higher fixed broadband subscriber growth
- 10.1.2 Scenario 2 - lower fixed broadband subscriber growth
11. Glossary of Abbreviations
LIST OF TABLES:
- Table 1 - Country statistics Russia - 2011 (e)
- Table 2 - Telephone network statistics - 2010
- Table 3 - Internet user statistics - 2010
- Table 4 - Internet subscriber statistics - 2010
- Table 5 - Broadband subscriber statistics - 2010
- Table 6 - Mobile statistics - January 2010
- Table 7 - National telecommunications authority
- Table 8 - Telecom revenue and annual growth (€ ) - 2004 - 2012
- Table 9 - Telecom revenue by operator (RUB) - 2003 - 2012
- Table 10 - Centertelecom financial data - 2008 - 2010
- Table 11 - Centertelecom financial data - 2008 - 2010
- Table 12 - Centertelecom revenue breakdown - 2008 - 2010
- Table 13 - Dalsvyaz financial data - 2008 - 2010
- Table 14 - Dalsvyaz revenue breakdown - 2008 - 2010
- Table 15 - Sibirtelecom financial data - 2008 - 2010
- Table 16 - Sibirtelecom revenue breakdown - 2008 - 2010
- Table 17 - Southern Telecom Company financial data - 2008 - 2010
- Table 18 - Southern Telecom Company revenue breakdown - 2008 - 2010
- Table 19 - Uralsvyazinform financial data - 2007 - 2010
- Table 20 - VolgaTelecom financial data - 2008 - 2010
- Table 21 - VolgaTelecom revenue breakdown - 2008 - 2010
- Table 22 - VolgaTelecom fixed-line performance data - 2007 - 2010
- Table 23 - Rostelecom financial data - 2008 - 2010
- Table 24 - Rostelecom voice traffic (long-distance) - 2003 - 2009
- Table 25 - VimpelCom financial data - 2009 - 2010
- Table 26 - VimpelCom subscribers by sector (Russia) - 2008 - 2010
- Table 27 - ER-Telecom financial data - 2005 - 2010
- Table 28 - ER-Telecom ARPU - 2008 - 2010
- Table 29 - ER Telecom subscribers - 2007 - 2010
- Table 30 - Comstar group financial data - 2008 - 2010
- Table 31 - Comstar group voice subscribers - 2008 - 2010
- Table 32 - Comstar group voice ARPU - 2008 - 2010
- Table 33 - Fixed lines in service and teledensity - 1998 - 2012
- Table 34 - Russian IT market revenue - 2005 - 2010
- Table 35 - Internet users and penetration rate - 1999 - 2012
- Table 36 - Internet subscribers and penetration - 1999 - 2012
- Table 37 - Fixed broadband subscribers - 2003 - 2012
- Table 38 - Fixed broadband penetration - 2003 - 2010
- Table 39 - Fixed broadband subscribers by ISP in Russia - 2010
- Table 40 - Moscow fixed broadband subscribes by ISP - 2010
- Table 41 - St Petersburg fixed broadband subscribers by ISP - 2010
- Table 42 - Fixed broadband market share by operator (Russia) - 2010
- Table 43 - Comstar fixed broadband subscribers (Moscow) - 2007 - 2010
- Table 44 - Comstar fixed broadband subscribers (regions) - 2007 - 2010
- Table 45 - Comstar fixed broadband monthly ARPU - 2007 - 2009
- Table 46 - VolgaTelecom broadband financial data - 2007 - 2010
- Table 47 - VolgaTelecom broadband subscribers - 2007 - 2010
- Table 48 - VimpelCom fixed broadband subscribers - 2008 - 2010
- Table 49 - Golden Telecom FttB subscribers - 2007 - 2010
- Table 50 - Estimated pay TV households - 2015
- Table 51 - Audience share by broadcaster (all day, 18-54 age group) - 2009
- 2010
- Table 52 - TV advertising revenue - 2004 - 2012
- Table 53 - TV advertising revenue - 2004 - 2012
- Table 54 - Ren TV financial data - 2008 - 2009
- Table 55 - CTC Media financial data - 2004 - 2010
- Table 56 - Digital TV market share per broadcaster - 2010
- Table 57 - Comstar pay TV subscribers - 2008 - 2010
- Table 58 - Comstar pay TV ARPU - 2008 - 2010
- Table 59 - Estimated total DTTV implementation cost - 2010 - 2015
- Table 60 - Mobile operators, subscribers (Russia) and annual change -
February 2011
- Table 61 - Mobile subscribers and penetration rate - 1995 - 2012
- Table 62 - Mobile market share - February 2011
- Table 63 - Mobile handsets sold, revenue - 2009 - 2010
- Table 64 - Mobile service revenue - 2003 - 2012
- Table 65 - MTS group financial data - 2005 - 2010
- Table 66 - MTS (Russia mobile) financial data - 2004 - 2010
- Table 67 - MTS Russia subscribers - 2004 - 2010
- Table 68 - MTS Russia operational data, SAC, MOU, churn and ARPU - 2001 -
2010
- Table 69 - MTS Russia VAS as proportion of total ARPU - 2004 - 2010
- Table 70 - VimpelCom mobile subscribers (Russia) - 2005 - 2010
- Table 71 - VimpelCom ARPU and MOU (Russia) - 2007 - 2010
- Table 72 - VimpelCom group financial data - 2007 - 2010
- Table 73 - VimpelCom mobile financial data (Russia) - 2007 - 2010
- Table 74 - MegaFon financial data - 2007 - 2010
- Table 75 - Tele2 financial data - 2007 - 2010
- Table 76 - Tele2 subscribers - 2007 - 2010
- Table 77 - SMARTS Group subscribers - 2006 - 2009
- Table 78 - SMARTS Group subscribers , annual change - 2006 - 2009
- Table 79 - SMARTS Group financial data - 2006 - 2009
- Table 80 - VolgaTelecom mobile revenue - 2007 - 2010
- Table 81 - VolgaTelecom mobile subscribers - 2007 - 2010
- Table 82 - VolgaTelecom mobile subscribers - 2007 - 2010
- Table 83 - VolgaTelecom MOU and ARPU - 2007 - 2010
- Table 84 - MTS and VimpelCom prepaid subscribers - 2004 - 2010
- Table 85 - Mobile VAS as proportion of total mobile revenue - 2002 - 2012
- Table 86 - Breakdown of mobile VAS revenue by service - 2007 - 2009
- Table 87 - Breakdown of mobile VAS revenue by operator - 2007 - 2009
- Table 88 - Mobile VAS market share by operator - 2007 - 2010
- Table 89 - Data revenue by type - 2008 - 2010
- Table 90 - Messaging revenue - 2007 - 2010
- Table 91 - Mobile broadband subscribers and penetration rate - 2006 - 2012
- Table 92 - Mobile data revenue per operator - 2008 - 2009
- Table 93 - Data revenue by traffic, content - 2007 - 2010
- Table 94 - Mobile content revenue per operator - 2008 - 2009
- Table 95 - Forecast fixed broadband subscribers - higher growth scenario -
2010 - 2013; 2020
- Table 96 - Forecast fixed broadband penetration - higher growth scenario -
2010 - 2013; 2020
- Table 97 - Forecast fixed broadband subscribers - lower growth scenario -
2010 - 2013; 2020
- Table 98 - Forecast fixed broadband penetration - lower growth scenario -
2010 - 2013; 2020
LIST OF CHARTS:
- Chart 1 - Telecom revenue by operator (RUB) - 2003 - 2012
- Chart 2 - Dalsvyaz financial data - 2008 - 2010
- Chart 3 - Sibirtelecom financial data - 2008 - 2010
- Chart 4 - Southern Telecom Company financial data - 2008 - 2010
- Chart 5 - Uralsvyazinform financial data - 2007 - 2010
- Chart 6 - VolgaTelecom financial data - 2008 - 2010
- Chart 7 - Rostelecom financial data - 2008 - 2010
- Chart 8 - VimpelCom financial data - 2009 - 2010
- Chart 9 - VimpelCom subscribers by sector (Russia) - 2008 - 2010
- Chart 10 - ER-Telecom financial data - 2005 - 2010
- Chart 11 - ER Telecom ARPU - 2008 - 2010
- Chart 12 - ER Telecom subscribers - 2007 - 2010
- Chart 13 - Comstar group financial data - 2008 - 2010
- Chart 14 - Comstar group voice subscribers - 2008 - 2010
- Chart 15 - Comstar group voice ARPU - 2008 - 2010
- Chart 16 - Fixed lines in service and teledensity - 1998 - 2012
- Chart 17 - Internet users and penetration rate - 1999 - 2012
- Chart 18 - Internet subscribers and penetration - 1999 - 2012
- Chart 19 - Fixed broadband subscribers and annual change - 2003 - 2012
- Chart 20 - Comstar broadband subscribers (Moscow) - 2007 - 2010
- Chart 21 - Comstar broadband subscribers (regions) - 2007 - 2010
- Chart 22 - VolgaTelecom broadband subscribers, annual change - 2007 - 2010
- Chart 23 - Golden Telecom FttB subscribers, annual change - 2007 - 2010
- Chart 24 - CTC Media financial data - 2004 - 2010
- Chart 25 - Comstar pay-TV subscribers - 2008 - 2010
- Chart 26 - Comstar pay TV ARPU - 2008 - 2010
- Chart 27 - Mobile subscribers and penetration rate - 2000 - 2012
- Chart 28 - MTS group financial data - 2005 - 2010
- Chart 29 - MTS (Russia mobile) financial data - 2004 - 2010
- Chart 30 - MTS Russia subscribers, annual change - 2004 - 2010
- Chart 31 - VimpelCom mobile subscribers (Russia), annual change - 2005 -
2010
- Chart 32 - VimpelCom group financial data - 2007 - 2010
- Chart 33 - VimpelCom mobile financial data (Russia) - 2007 - 2010
- Chart 34 - MegaFon financial data - 2007 - 2010
- Chart 35 - Tele2 financial data - 2007 - 2010
- Chart 36 - Tele2 subscribers, annual change - 2007 - 2010
- Chart 37 - SMARTS Group financial data - 2006 - 2009
- Chart 38 - VolgaTelecom mobile revenue - 2007 - 2010
- Chart 39 - Data revenue by type - 2008 - 2010
- Chart 40 - Data revenue by traffic, content - 2007 - 2010
LIST OF EXHIBITS:
- Exhibit 1 - The Economist Intelligence Unit (EIU) annual E-readiness
criteria
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