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市場調查報告書
越南：帶動行動數據高成長率：Capex之擴大
Vietnam: Mobile Data to Drive High Growth Rates, Capex Expansion
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本報告已在2011年12月22日停止出版。
Abstract
The Vietnamese telecom market generated $4.8bn in service revenue in 2009. It
is a fast-growing market that experienced 20% year-on-year revenue growth in
US dollar terms in 2009. Major drivers behind this growth were increased
mobile adoption driven by rising levels of competition and mobile data, which
is about to get another boost from 3G services. While Vietnam' s mobile
subscription penetration rate was 120%, we believe that the actual user
penetration will stand at slightly under 60% at year-end 2009, meaning there
is still an opportunity for organic growth of 20% or more. While mobile
operators are busy constructing 3G networks, fixed operators are also
expanding their networks to accommodate the growing demand for broadband
Internet services. Incumbent VNPT, for example, is earmarking $1bn to expand
and upgrade its network. As such, we expect Vietnam' s fixed broadband
penetration to more than triple to 14% by year-end 2014, up from just 4% in
2009.
Table of Contents
- Executive Summary
- Market and Competitor Overview
- Vietnam in a Regional Context
- Economic, Demographic and Political Context
- Regulatory Environment
- Demand Profile
- Service Evolution
- Competitive Landscape
- Major Market Players
- Segment Analysis
- Identifying Opportunities
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