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市場調查報告書

菲律賓的通訊產業報告:收益分析、預測 (2019-2025年)

Philippines - Telecommunications Industry Report - Revenue Analysis & Forecasts, 2019-2025

出版商 Idem Est Advisory & Research 商品編碼 920927
出版日期 內容資訊 英文 62 Pages
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菲律賓的通訊產業報告:收益分析、預測 (2019-2025年) Philippines - Telecommunications Industry Report - Revenue Analysis & Forecasts, 2019-2025
出版日期: 2019年12月31日內容資訊: 英文 62 Pages
簡介

本報告提供菲律賓的通訊產業調查,人口等國內主要統計,整體市場收益及CAPEX的變化、預測,通訊業者的簡介,行動&加入寬頻的用戶數及收益的變化、預測,通訊基礎設施投資趨勢,市場機會分析等資料彙整。

第1章 主要統計

  • 菲律賓的人口
  • 菲律賓的家庭數
  • 菲律賓的GDP

第2章 通訊市場整體變化、預測

  • 市場概要
  • 收益變化
  • 市場預測
  • CAPEX的變化、預測
    • CAPEX:過去的轉變
    • CAPEX、收益的基準
    • CAPEX支出預測

第3章 通訊業者的簡介

  • PLDT
    • 收益、EBITDA結構
  • Globe Telecom
    • 收益、EBITDA結構
  • Dito Telecommunity
    • CAPEX的預測
  • 其他
    • ABS-CBN
    • Converge ICT

第4章 行動市場

  • 手機用戶數的變化、預測
    • 行動 用戶數的轉變
    • 行動 用戶的市場佔有率
    • 智慧型手機的佔有率
    • 手機用戶數的預測
  • 行動收益的變化、預測
    • 行動收益變化
    • 行動收益的市場佔有率
    • 行動收益的預測
    • 手機用戶數的ARPU
  • 頻寬
    • 現有持有頻寬、5G試用
    • 今後的5G競標
    • 行動頻寬組合分析
  • 行動下載資料、費用趨勢
  • 行動速度實驗
    • Ookla
    • OpenSignal
  • IoT

第5章 寬頻市場

  • 固定加入寬頻的用戶數的轉變
  • 固定加入寬頻的用戶數的預測

第6章 通訊基礎設施投資

  • 固定基礎設施
    • 國內寬頻網路計劃
    • 海底電纜
    • FTTH
  • 行動塔基礎設施環境

第7章 課題、市場機會

  • 通訊業者的新的運用模式
  • 5G vs 固定

第8章 通訊業者的交易資料庫

第9章 調查手法

第10章 版權聲明

目錄

‘The Philippines Telecommunications Industry Report, 2019-2025’ includes an overview of the Philippines market dynamics, market sizing, market forecasts, analysis, insights and key trends.

WHY YOU SHOULD BUY THIS REPORT:

  • Benefit from the latest market opportunities
  • Understand the threats to your operations and investments and protect your company against future risks
  • Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market
  • Get a full view of the competitive landscape to assess your market position.
  • Forecasts as a key input for successful budgeting and strategic business planning in the telecoms market
  • Target business opportunities and risks in the telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Operators Profiles.

KEY COMPANIES MENTIONED IN THIS REPORT:

ABS-CBN, Aboitiz InfraCapital Inc, ALT Global Solutions Inc., American Tower, Bayantel, Chelsea Logistics and Infrastructure Holdings Corp., Converge ICT, DITO, edotco, Frontier Tower Associates, Globe, Islacom, LCS Holdings Inc., Lopez Group, Mislatel, Mynt, Now Corp, Piltel, PLDT, PT&T, Udenna, Sky Cable, Sky Broadband, Sun Cellular, Vega, Voyager.

Table of Contents

1. Key Statistics

  • 1.1. Philippines Population
  • 1.2. Philippines Households
  • 1.3. Philippines' GDP

2. Overall Telecommunications Market, 2014-2025

  • 2.1. Market Overview
  • 2.2. Historical Telecommunications Market Revenue, 2014-2018
  • 2.3. Overall Telecommunications Market Forecast, 2018-2025
  • 2.4. Telecommunications Market Capital Expenditure, 2014-2025
    • 2.4.1. Historical Telecommunications Capex Spend, 2014-2019
    • 2.4.2. Capex to Revenue Benchmark
    • 2.4.3. Telecommunications Capex Spend Forecast, 2018-2025

3. Telecommunications Operators Profile

  • 3.1. PLDT Profile
    • 3.1.1. PLDT Revenue and EBITDA Mix
  • 3.2. Globe Telecom Profile
    • 3.2.1. Globe Revenue and EBITDA Mix
  • 3.3. Dito Telecommunity
    • 3.3.1. DITO Capex Spend Profile, 2019-2023
  • 3.4. Other Players Profile
    • 3.4.1. ABS-CBN
    • 3.4.1. Converge ICT

4. Mobile market

  • 4.1. Mobile Subscribers Historical and Forecast, 2014-2025
    • 4.1.1. Mobile Subscribers Historical, 2014-2019
    • 4.1.2. Mobile Subscribers Market Share, 2014-2019
    • 4.1.3. Breaking the Duopoly
    • 4.1.4. Philippines Smartphone Share, 2019
    • 4.1.5. Philippines Mobile Subscribers Forecast, 2019-2025
  • 4.2. Mobile Revenue Historical and Forecast, 2014-2025
    • 4.2.1. Historical Mobile Revenue, 2014-2018
    • 4.2.1. Mobile Revenue Market Share, 2014-2019
    • 4.2.2. Mobile Revenue Forecast, 2018-2025
    • 4.2.3. Mobile Subscribers ARPU, 2014-2019
  • 4.3. Spectrum Holdings
    • 4.3.1. Existing Spectrum Holdings and 5G Trials
    • 4.3.2. Upcoming 5G Auctions
    • 4.3.3. Mobile Frequencies Portfolios Analysis
  • 4.4. Mobile Download Data and Pricing Trends
  • 4.5. Mobile Speed Tests
    • 4.5.1. Ookla Mobile Speed Tests
    • 4.5.2. OpenSignal
  • 4.6. Internet of Things (IoT)

5. Broadband Market

  • 5.1. Fixed Broadband Subscribers Historical, 2014-2019
  • 5.2. Fixed Broadband Subscribers Forecast, 2018-2025

6. Telecommunications Infrastructure Investments

  • 6.1. Fixed Infrastructure
    • 6.1.1. National Broadband Network Plans
    • 6.1.2. Submarine Cables
    • 6.1.3. FTTH - a long way to go
  • 6.2. Mobile Tower Infrastructure Landscape
    • 6.2.1. The tower next frontier
    • 6.2.2. Mobile Tower Market Share, 2019

7. Thematics / Opportunities

  • 7.1. Going for Scale
  • 7.2. Going for Scope
  • 7.3. New Telco Operating Model
    • 7.3.1. The Attraction of Infrastructure Multiples
  • 7.4. 5G versus Fixed
    • 7.4.1. 5G Overview
    • 7.4.2. Fixed Broadband Networks Doing the Heavy Lifting Long Term

8. Telco Transaction Database

9. Methodology

10. Copyright Notice

List of Figures

  • Figure 1 - Telco sector revenue as % of GDP in the Philippines
  • Figure 2 - Telecommunications Market Revenue, 2018
  • Figure 3 - Telecommunications Market EBITDA, 2018
  • Figure 4 - Telecommunications Revenue & EBITDA Share, 2018
  • Figure 5 - Capex to Revenue Benchmark, 2014-2019
  • Figure 6 - Telecommunications Capital & Operational Expenditure Spend, 2000-2025
  • Figure 7 - PLDT Service Revenue Mix, 2014-2018
  • Figure 8 - PLDT Historical Revenue Mix, 2014 - 2018 (PHP m)
  • Figure 9 - Globe Revenue Mix, 2014-2018
  • Figure 10 - Globe Historical Revenue Mix, 2014 - 2018
  • Figure 11 - DITO Expected Capex Spend Distribution, 2019-2023
  • Figure 12 - Mobile Subscribers Share Comparison, 2014-2019
  • Figure 13 - Mobile Subscribers Forecast, 2018-2025
  • Figure 14 - Mobile Subscribers Share Comparison, 2014-2018
  • Figure 15 - Mobile Revenue Forecast, 2018-2025
  • Figure 16 - Mobile Subscribers ARPU, 2014-2019
  • Figure 17 -Mobile Handsets Monthly Download Data, 2010-2019
  • Figure 18 - Data Pricing Trends in Asia-Pacific (US$ per GB per month), 2017-2019
  • Figure 19 - Ookla Mobile Speedtest Ranking Comparison
  • Figure 20 - Spectrum available for IoT in the Philippines
  • Figure 21 - Broadband Subscribers Share Comparison, 2014-2019
  • Figure 22 - Broadband Subscribers Forecast, 2018-2025
  • Figure 23 - Tower per Capita, 2019
  • Figure 24 - Indonesia/Philippines - 4G Base Transceiver Station Rollout by Operators, 2015-2019
  • Figure 25 - Estimated Tower Market Share, 2019
  • Figure 26 - 5G Network Slices Structure
  • Figure 27 - Australia - Volume of Data Downloaded (Terabytes/month), 2010-2019

List of Tables

  • Table 1 - Philippines - Key Statistics
  • Table 2 - Telecommunications Market Revenue by Operators
  • Table 3 - Total Telecommunications Market Revenue, 2019-2025
  • Table 4 - Historical Telecommunications Capex Spend, 2014-2019
  • Table 5 - Historical PLDT Service Revenue, EBITDA & Capex, 2014-2018
  • Table 6 - Globe Service Revenue and EBITDA Mix, 2014-2018
  • Table 7 - DITO Telecommunity Capex Investment Profile, 2019-2025
  • Table 8 - Historical Mobile Subscribers, 2014-2019
  • Table 9 - Historical Mobile Service Revenue, 2014-2018
  • Table 10 - Historical Mobile ARPU, 2014-2019
  • Table 11 - Mobile Frequencies by Operators and by Band (Mhz)
  • Table 12 - Historical Broadband Subscribers, 2014-2019
  • Table 13 - Historical Broadband ARPU, 2014-2019
  • Table 14 - International Submarine Cable Systems with Landing stations in the Philippines
  • Table 15 - 4G Mobile Coverage & 4G Base Station Transceiver Count, 2014-2019
  • Table 16 - PL, Globe and DITO Telco Infrastructure Landscape
  • Table 17 - Technology Specifications (ADSL, FTTN, Fibre, 4G/LTE, 4G/LTE-A and 5G)
  • Table 18 - Australia - Volume of Data Downloaded Mix (Terabytes/month), 2010-2019
  • Table 19 - Telco Transaction Database, 2001-2019