Abstract
The Malaysian telecom market, excluding traditional pay-TV, generated $7.6bn
in service revenue in 2008, which marks a 14% increase from the 2007 level of
$6.6bn. Part of this increase, however, was the result of the strengthened
ringgit. Going forward, we expect this market to grow at a CAGR of 9.2%
through 2014. The high growth rate is due to the growing demand for broadband
in both fixed and mobile markets as well as a strengthening currency during
the 2009-11 period.
Past lackluster growth in fixed broadband services due to TM' s monopolistic
hold on the DSL market is changing, thanks to mobile operators' push for
mobile broadband using 3G technology, as well as the entry of new players in
the fixed broadband space utilizing WiMAX technology. For example, Celcom is
offering notebook/netbook subscription computing bundled with 3G connectivity
for as low as $28 per month. This competitive push from mobile and WiMAX
players is forcing TM to review its DSL strategy so as to not miss out on the
booming broadband market.
Table of Contents
- Executive Summary
- Market and Competitor Overview
- Malaysia in a Regional Context
- Economic, Demographic and Political Context
- Regulatory Environment
- Demand Profile
- Service Evolution
- Competitive Landscape
- Major Market Players
- Segment Analysis
- Mobile Services
- Fixed Services
- Identifying Opportunities
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