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市場調查報告書

菲律賓的通訊市場:SMS價格的持續降低的業者重組的動機

Philippines: Operator Partnerships and National Broadband Initiatives Drive Telecom Digital Transformation

出版商 Pyramid Research, Inc. 商品編碼 265415
出版日期 內容資訊 英文 32 Pages
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菲律賓的通訊市場:SMS價格的持續降低的業者重組的動機 Philippines: Operator Partnerships and National Broadband Initiatives Drive Telecom Digital Transformation
出版日期: 2015年12月30日 內容資訊: 英文 32 Pages
簡介

菲律賓的通訊市場在2012年達到68億美元的規模。但因行動數據收益的低迷和語音通話收益減少,寬頻服務的普及停頓,市場成長率停滯不前。今後,從收費系統的重新評估的SMS訊息轉變到其他的文本通訊方式,及VoIP的普及等將使成長恢復。2012∼2017年的寬頻·VoIP市場年平均(年複合成長率)成長率,分別為11.4%以及21.6%。

本報告提供菲律賓的通訊市場相關分析,整體市場趨勢,及法規環境,競爭趨勢,各部門詳細內容趨勢,新技術·服務(WiMAX·網路電視·VoIP等)的引進趨勢等調查,並將結果概述為以下內容。

執行摘要

市場·企業概要

  • 地區內的菲律賓市場地位
  • 經濟·人口統計·政治背景
  • 法規環境
  • 需求簡介
  • 服務的演變
  • 競爭環境
  • 主要企業

各部門分析

  • 行動通訊服務
  • 固網通訊服務
  • 收費電視

市場機會的確認

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄
Product Code: TC0381MR

Summary

In 2015, the Philippines will be a relatively small telecom services market in the Asia-Pacific region, with estimated revenue of US$7.8bn or 2.6% of GDP, almost the same as the previous year. Mobile voice services will be the most important growth driver, generating $260m more revenue in 2015 than in 2014. Operators' focus on offering more digital services, improving network capacity and reliability, and migration of customers from 2G to 3G will be the major growth driver for mobile data services in Philippines. The top operator, PLDT, will alone account for 53% of overall service revenue in 2015, with Globe Telecom taking 31% of the entire market. Both operators are continuously strengthening their positions by increasing network capacity and partnering with international Internet companies, which make it hard for new entrants to gain a significant portion of the market. Adoption of 3G technologies is at 43.7% of the mobile subscription base, slightly lower than 2G subscription; however, we project 3G subscriptions to grow rapidly and account for the majority of the market by 2016 and mostly replace 2G by 2020. 4G subscriptions will grow steadily to reach 25.5m by year-end 2020, 17% of total mobile subscriptions in the Philippines.

Key Findings

Pyramid Research expects total telecom revenue in Philippines to grow at a CAGR of 8.4%, faster than Thailand or Vietnam, over the next five years to reach $11.7bn in 2020, driven by operators' investment in improving network capacity and increasing services.

Revenue is highly concentrated in the top two operators, PLDT and Globe Telecom, together accounting for 84.3% of the overall service revenue largely due to their combined 100% share of the mobile segment. We expect the number of fixed access lines - circuit-switched voice, VoIP and broadband - to increase to 11.9m in 2020.

PLDT's leading investment in data infrastructure (3G, 4G, DSL, fiber) will serve to preserve share as the operator launches more digital services over an integrated fixed and wireless network.

Pyramid Research expects mobile service revenue in the Philippines to grow at a CAGR of 10.4% over the 2015-2020 period to reach $7.6bn by 2020. Mobile data will be the key growth driver, accounting for 55.3% of mobile revenue in 2020, up from 51.6%, at year-end 2015.

We expect fixed broadband Internet revenue to reach $885.3m in 2015 (an increase of $84.1m from 2014) and project it will increase at a CAGR of 14.8% to 1.8bn in 2020. The growth in fixed broadband revenue will be primarily driven by operators' fiber network rollouts supported by the national broadband imitative, with increased Internet speeds enabling better customer experience.

Synopsis

"Philippines: Operator Partnerships and National Broadband Initiatives Drive Telecom Digital Transformation" provides an executive-level overview of the telecommunications market in Thailand today, with detailed forecasts of key indicators up to 2020. It delivers deep quantitative and qualitative insight into the Philippine's telecom market, analyzing key trends, evaluating near-term opportunities and assessing risk factors, based on proprietary data from Pyramid Research's databases.

The Country Intelligence Report provides in-depth analysis of the following:

  • Regional context: Telecom market size and trends in the Philippines compared with other countries in the region.
  • Economic, demographic and political context in the Philippines.
  • The regulatory environment and trends: a review of the regulatory setting and agenda for the next 18-24 months as well as relevant developments pertaining to spectrum licensing, SIM registration, national broadband plans, number portability and more.
  • A demand profile: analysis as well as historical figures and forecasts of service revenue from the fixed telephony, broadband, mobile voice, mobile data.
  • Service evolution: a look at changes in the breakdown of overall revenue between the fixed and mobile sectors and between voice, data and video from 2013 to 2020.
  • The competitive landscape: an examination of key trends in competition and in the performance, revenue market shares and expected moves of service providers over the next 18-24 months.
  • In-depth sector analysis of fixed telephony, broadband, mobile voice and mobile data services: a quantitative analysis of service adoption trends by network technology and by operator, as well as of average revenue per line/subscription and service revenue through the end of the forecast period.
  • Main opportunities: this section details the near-term opportunities for operators, vendors and investors in the Philippines's telecommunications markets.

Reasons To Buy

Gain in-depth analysis of current strategies and future trends of the Philippine telecommunications market, service providers and key opportunities in a concise format, to build proactive and profitable growth strategies.

Understand the factors behind ongoing and upcoming trends in the Philippines's mobile communications, fixed telephony and broadband markets, including the evolution of service provider market shares, to align product offerings and strategies to meet customer's demand.

Leverage the graphical information (more than 20 charts and tables in the report based on the Pyramid Research forecast products), to gain an overview of the Philippine telecom market.

Analysis of key telecom players in the markets and major business strategies being adopted by them, to identify the opportunities to improve the market share.

Explore novel opportunities to align your product strategies and offerings to meet the requirements and succeed in the challenging telecommunications market in the Philippines.

Table of Contents

  • Executive summary
  • Market and competitor overview
    • Regional context
    • Economic, demographic and political context
    • Regulatory environment
    • Demand profile
    • Service evolution
    • Competitive landscape
    • Major market players
  • Segment analysis
    • Mobile services
    • Fixed services
    • Pay-TV
  • Identifying opportunities
    • Overall market opportunities

List of Tables

  • Philippines telecom market size and growth prospects in a regional context, 2015E
  • Country indicators
  • Regulatory structure and policy
  • Major telecommunications policy issues
  • Philippines communications market revenue , 2013-2020
  • Segment revenue CAGRs, 2015-2020
  • Segment revenues 2013-2020
  • Service revenue mix: voice, data and video, 2015, 2020
  • Service revenue mix: fixed and mobile, 2015, 2020
  • Service revenue by operator, 2015
  • Key telecom market players
  • Major telecommunications market players
  • Mobile subscriptions and penetration, 2013-2020
  • Key mobile market indicators, 2015
  • Mobile data revenue mix, 2015, 2020
  • Total mobile ARPS; data percentage of total mobile ARPS, 2013-2020
  • Mobile market shares by subscriptions, 2013-2020
  • Mobile subscriptions by technology family, 2013-2020
  • Fixed-line penetration of population, 2013-2020
  • Key fixed market indicators, 2015
  • Fixed voice revenue, 2013-2020
  • Internet revenue, 2013-2020
  • Fixed market shares by service, 2015
  • Fixed access lines by technology, 2015, 2020
  • Pay-TV subscriptions by technology, 2013-2020
  • Opportunities in the Philippines telecommunications market

List of Figures

  • Philippines telecom market size and growth prospects in a regional context, 2015E
  • Country indicators
  • Regulatory structure and policy
  • Major telecommunications policy issues
  • Philippines communications market revenue , 2013-2020
  • Segment revenue CAGRs, 2015-2020
  • Segment revenues 2013-2020
  • Service revenue mix: voice, data and video, 2015, 2020
  • Service revenue mix: fixed and mobile, 2015, 2020
  • Service revenue by operator, 2015
  • Key telecom market players
  • Major telecommunications market players
  • Mobile subscriptions and penetration, 2013-2020
  • Key mobile market indicators, 2015
  • Mobile data revenue mix, 2015, 2020
  • Total mobile ARPS; data percentage of total mobile ARPS, 2013-2020
  • Mobile market shares by subscriptions, 2013-2020
  • Mobile subscriptions by technology family, 2013-2020
  • Fixed-line penetration of population, 2013-2020
  • Key fixed market indicators, 2015
  • Fixed voice revenue, 2013-2020
  • Internet revenue, 2013-2020
  • Fixed market shares by service, 2015
  • Fixed access lines by technology, 2015, 2020
  • Pay-TV subscriptions by technology, 2013-2020
  • Opportunities in the Philippines telecommunications market
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