市場調查報告書

新興亞太地區的行動服務:趨勢與預測 2018-2023年

Mobile Services in Emerging Asia-Pacific: Trends and Forecasts 2019-2024

出版商 Analysys Mason 商品編碼 357202
出版日期 內容資訊 英文 13 Slides
商品交期: 最快1-2個工作天內
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新興亞太地區的行動服務:趨勢與預測 2018-2023年 Mobile Services in Emerging Asia-Pacific: Trends and Forecasts 2019-2024
出版日期: 2019年08月12日內容資訊: 英文 13 Slides
簡介

本報告涵括新興亞太地區 (EMAP) 的行動服務,提供全球市場背景,地區分析,及主要6個國家 (中國,印尼,馬來西亞,菲律賓,泰國,越南) 的趨勢分析。

摘要整理

全球趨勢

  • 行動動手機數據和下一代接入寬頻服務將推動全球電信零售收入增長

地區趨勢

  • 行動:由於數據貨幣化增加,2016年ARPU增長,但在預測期內2017年的下降將持續
  • 行動:大多數國家的滲透率將繼續增加,而且由於多SIM卡擁有者下降,柬埔寨和馬來西亞的滲透率將會下降
  • 行動:由於政府對行動數據定價的指導導致中國ARPU下降將推動該地區ARPU下降
  • 行動:用戶數量的增加和行動數據收入的增長將確保整體行動服務收入將繼續增長

各國趨勢

  • 中國:政府的措施和干預推動了市場的大幅增長,並將繼續塑造增長
  • 印尼:由於運營商戰略的變化,行動市場的競爭環境將變得更加健全
  • 馬來西亞:儘管市場飽和且競爭激烈,但運營商向固定市場的擴張應能保持整體行動收入穩定
  • 菲律賓:行動領域雙寡頭的終結將給市場帶來更多競爭
  • 泰國:運營商將繼續在行動市場上競爭網絡質量
  • 越南:運營商繼續試圖吸引客戶遷移到4G套餐

預測手法·前提條件

關於著者·ANALYSYS MASON

圖表清單

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目錄

"Mobile service revenue in emerging Asia-Pacific will continue to grow, primarily due to the increasing mobile penetration and strong demand for data services."

Emerging Asia-Pacific (EMAP) contains some of the most dynamic telecoms markets and fastest growing economies in the world. This report examines the key trends and drivers, and provides comprehensive telecoms market forecasts and insights for the region and for six modelled countries: China, Indonesia, Malaysia, the Philippines, Thailand and Vietnam.

This report and associated data annex provide:

  • a 5-year forecast of 118 mobile KPIs for emerging Asia-Pacific as a whole and for 12 key countries
  • an in-depth analysis of the trends, drivers and forecast assumptions for each type of mobile service, and for key countries
  • an overview of operator strategies and country-specific topics, in order to highlight similarities and differences by means of a cross-country comparison
  • a summary of results, key implications and recommendations for mobile operators.

Geographical coverage

Countries modelled individually

  • Bangladesh
  • Cambodia
  • China
  • India
  • Indonesia
  • Malaysia
  • Nepal
  • Pakistan
  • Philippines
  • Sri Lanka
  • Thailand
  • Vietnam

Data coverage

Mobile connections
  • Handset, mobile broadband, IoT
  • Prepaid, contract
  • 2G, 3G, 4G, 5G
  • Smartphone, non-smartphone
Mobile revenue
  • Service, retail
  • Prepaid, contract
  • Handset, mobile broadband, IoT
  • Handset voice, messaging, data
Mobile ARPU
  • SIMS, handset
  • Prepaid, contract
  • Handset voice, data
Voice traffic
  • Outgoing minutes, MoU

Table of Contents

  • 5.Executive summary
  • 6.Executive summary
  • 7.Worldwide trends
  • 8.Worldwide: mobile handset data services will drive telecoms retail revenue growth worldwide
  • 9.Regional trends
  • 10.The total telecoms service revenue will continue to grow, driven by the increasing number of connections
  • 11.Monthly data consumption per connection will increase six-fold during 2018-2024, but the contract share of mobile connections will only grow marginally
  • 12.Mobile penetration rates will increase in most countries, and will only decline in Cambodia and Malaysia due to a fall in multi-SIM ownership
  • 13.ARPU will decline in most countries during the forecast period due to growing competition and regulatory pressure
  • 14.Increasing subscriber numbers and rising mobile data revenue will support the growth of mobile service revenue over the forecast period
  • 15.Country-level trends
  • 16.China: the Chinese telecoms market is the most-advanced telecoms market in EMAP
  • 17.Indonesia: the number of mobile connections will recover rapidly following the large drop due to the 2018 prepaid SIM card registration regulation
  • 18.Malaysia: high levels of competition will limit the total telecoms revenue growth during the forecast period
  • 19.Philippines: the expected entry of a third MNO and a challenging regulatory environment will lead to a moderate increase in mobile retail revenue
  • 20.Thailand: Thailand has some of the highest mobile data traffic per connection figures in the region
  • 21.Vietnam: price competition in the prepaid mobile segment will lead to a decline in mobile service revenue
  • 22.Forecast methodology and assumptions
  • 23.Our forecast model is supported by sound market knowledge
  • 24.Examples of forecast input drivers
  • 25.About the authors and Analysys Mason
  • 26.About the authors
  • 27.Analysys Mason's consulting and research are uniquely positioned
  • 28.Research from Analysys Mason
  • 29.Consulting from Analysys Mason

List of figures

  • Figure 1: Telecoms and pay-TV retail revenue by type and total service revenue, emerging Asia-Pacific, 2014-2024
  • Figure 2: Mobile service revenue by location, emerging Asia-Pacific and worldwide, 2014-2024
  • Figure 3: Telecoms retail revenue by mobile service type, and mobile ARPU, emerging Asia-Pacific, 2014-2024
  • Figure 4: Telecoms retail revenue and growth rate by service type, emerging Asia-Pacific, 2014-2024
  • Figure 5: Mobile connections by type, emerging Asia-Pacific (million), 2014-2024
  • Figure 6: Mobile connections by generation, emerging Asia-Pacific (million), 2014-2024
  • Figure 7: Mobile ARPU by type, emerging Asia-Pacific (USD per month), 2014-2024
  • Figure 8: Contract share of mobile connections (excluding IoT), emerging Asia-Pacific, 2014-2024
  • Figure 9: Mobile data traffic per connection, emerging Asia-Pacific (MB per month), 2014-2024
  • Figure 10a: Mobile penetration by country, emerging Asia-Pacific, 2014-2024
  • Figure 10b: Mobile penetration by country, emerging Asia-Pacific, 2014-2024
  • Figure 11a: Mobile ARPU by country, emerging Asia-Pacific, 2014-2024
  • Figure 11b: Mobile ARPU by country, emerging Asia-Pacific, 2014-2024
  • Figure 12: Mobile ARPU, China (CNY per month), 2014-2024
  • Figure 13: Mobile connections by type, China (billion), 2014-2024
  • Figure 14: Mobile ARPU, Indonesia (IDR thousand per month), 2014-2024
  • Figure 15: Mobile connections by type, Indonesia (million), 2014-2024
  • Figure 16: Mobile ARPU, Malaysia (MYR per month), 2014-2024
  • Figure 17: Mobile connections by type, Malaysia (million), 2014-2024
  • Figure 18: Mobile ARPU, Philippines (PHP per month), 2014-2024
  • Figure 19: Mobile connections by type, Philippines (million), 2014-2024
  • Figure 20: Mobile ARPU, Thailand (THB per month), 2014-2024
  • Figure 21: Mobile connections by type, Thailand (million), 2014-2024
  • Figure 22: Mobile ARPU, Vietnam (VND thousand per month), 2014-2024
  • Figure 23: Mobile connections by type, Vietnam (million), 2014-2024
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