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市場調查報告書

澳洲的通訊產業報告:收益分析、預測 (2019-2023年)

Australia - Telecommunications Industry Report - Revenue Analysis & Forecasts, 2019-2023

出版商 Idem Est Advisory & Research 商品編碼 920928
出版日期 內容資訊 英文 59 Pages
訂單完成後即時交付
價格
澳洲的通訊產業報告:收益分析、預測 (2019-2023年) Australia - Telecommunications Industry Report - Revenue Analysis & Forecasts, 2019-2023
出版日期: 2019年11月30日內容資訊: 英文 59 Pages
簡介

本報告提供澳洲的通訊產業調查,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,全國寬頻網路 (NBN) 計劃概要等資料彙整。

第1章 主要統計

  • 澳洲的人口
  • 澳洲的家庭數
  • 澳洲的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:過去的變化
    • CAPEX、收益的基準
    • CAPEX支出預測

第3章 通訊業者的簡介

  • Telstra
    • 收益、EBITDA結構
  • Optus
    • 收益、EBITDA結構
  • Vodafone
    • 收益、EBITDA結構
  • TPG
    • 收益、EBITDA結構
  • Vocus
    • 收益、EBITDA結構
  • 其他
    • Link Net
    • BizNet

第4章 行動市場

  • 手機用戶數的變化、預測
    • 手機用戶數的變化
    • 手機用戶的市場佔有率
    • 手機用戶數的預測
  • 行動收益的變化、預測
    • 行動收益變化
    • 行動收益的預測
    • 手機用戶數的ARPU
  • 行動涵蓋範圍
  • 頻寬
    • 到目前為止的頻率競標、成本
    • 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
  • MVNO
  • IoT

第5章 寬頻市場

  • 固定加入寬頻的用戶數的變化
  • 固定下載資料趨勢
  • 固定加入寬頻的用戶數的預測

第6章 全國寬頻網路 (NBN)

  • 全國寬頻網路 (NBN)的概要
  • NBN的範圍
    • 計劃、完成日
    • NBN的法律體制
    • 法律規範
    • 只批發 & 均一價格
  • NBN對產業的影響
  • NBN的實行
  • NBN的財務
    • NBN公司計劃的檢討
  • NBN的建立
    • 速度
    • 跟紐西蘭的速度比較
  • NBN企業的產品的威脅、機器

第7章 課題、市場機會

  • 成長的飽和面臨
    • 規模朝向
    • 朝向錢包的佔有率
    • 複數基礎設施的魅力
  • 5G vs NBN
    • 5G概要
    • 500億美元之後,澳洲依然寬頻的偏遠地區
    • 固定寬頻網路重勞動

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 Australia Telecommunications Market Industry Report, 2019-2023’ includes an overview of the Australian 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:

AGL, Aussie Broadband, Fetch TV, Foxtel, NBN, Optus, Superloop, Telstra, TPG, Uniti Group, Vodafone, Vocus.

Table of Contents

1. Key Statistics

  • 1.1. Australia's Population
  • 1.2. Australia's Households
  • 1.3. Australia's GDP

2. Overall Telecommunications Market, 2014-2023

  • 2.1. Market Overview
  • 2.2. Historical Telecommunications Market Revenue, 2014-2019
  • 2.3. Overall Telecommunications Market Forecast, 2018-2023
  • 2.4. Telecommunications Market Capital Expenditure, 2014-2025
    • 2.4.1. Historical Telecommunications Capex Spend, 2014-2018
    • 2.4.2. Telecommunications Capex Spend Forecast, 2018-2025

3. Telecommunications Operators Profile

  • 3.1. Telstra Profile
    • 3.1.1. Telstra Revenue and EBITDA Mix
    • 3.1.2. Telstra InfraCo
  • 3.2. Optus Profile
    • 3.2.1. Optus Revenue and EBITDA Mix
  • 3.3. Vodafone Profile
    • 3.3.1. Vodafone Revenue and EBITDA Mix
  • 3.4. TPG Profile
    • 3.4.1. TPG Revenue and EBITDA Mix
  • 3.5. Vocus Profile
    • 3.5.1. Vocus Revenue and EBITDA Mix
  • 3.6. Other Players Profile
    • 3.6.1. Superloop
    • 3.6.1. Uniti
    • 3.6.2. Aussie Broadband

4. Mobile market

  • 4.1. Mobile Subscribers Historical and Forecast, 2014-2023
    • 4.1.1. Mobile Subscribers Historical, 2014-2019
    • 4.1.2. Mobile Subscribers Market Share, 2014-2019
    • 4.1.3. Mobile Subscribers Forecast, 2019-2023
  • 4.2. Mobile Revenue Historical and Forecast, 2014-2023
    • 4.2.1. Historical Mobile Revenue, 2014-2018
    • 4.2.2. Mobile Revenue Forecast, 2018-2023
    • 4.2.3. Mobile Subscribers ARPU, 2014-2019
  • 4.3. Mobile Coverage
  • 4.4. Spectrum Holdings
    • 4.4.1. Historical of Spectrum Auctions and Costs
    • 4.4.2. Upcoming 5G Auctions
    • 4.4.3. Mobile Frequencies Portfolios Analysis
  • 4.5. Mobile Download Data Trends
  • 4.6. Mobile Speed Tests
    • 4.6.1. Ookla Mobile Speed Tests
    • 4.6.2. OpenSignal
  • 4.7. Mobile Virtual Network Operators (MVNO)
  • 4.8. Internet of Things (IoT)

5. Broadband Market

  • 5.1. Fixed Broadband Subscribers Historical, 2014-2019
  • 5.2. Fixed Download Data Trends
  • 5.3. Fixed Broadband Subscribers Forecast, 2018-2023

6. National Broadband Network

  • 6.1. Overview of the National Broadband Network
  • 6.2. NBN Scope
    • 6.2.1. Plans and Completion Dates
    • 6.2.2. Legislative Framework for the NBN
    • 6.2.3. Regulatory Framework
    • 6.2.4. Wholesale Only & Uniform Pricing
  • 6.3. NBN Industry Implications
  • 6.4. NBN Implementation
  • 6.5. NBN Financials
    • 6.5.1. NBN Corporate Plan Review 2020-2023
  • 6.6. NBN Build
    • 6.6.1. NBN Speeds
    • 6.6.1. NBN Speeds Mix Compared to New Zealand
  • 6.7. NBN Enterprise Product Threat and Opportunity

7. Thematics / Opportunities

  • 7.1. Facing Off Growth Saturation
    • 7.1.1. Going for Scale
    • 7.1.2. Going for Share of Wallet
    • 7.1.3. The Attraction of Infrastructure Multiples
  • 7.2. 5G versus NBN
    • 7.2.1. 5G Overview
    • 7.2.2. $50bn Later and Australia is Still a Broadband Backwater
    • 7.2.3. Fixed Broadband Networks Doing the Heavy Lifting

8. Telco Transaction Database

9. Methodology

List of Figures

  • Figure 1 - Telco sector revenue as % of GDP in Australia
  • Figure 2 - Telecommunications Market Revenue, 2018
  • Figure 3 - Telecommunications Market EBITDA, 2018
  • Figure 4 - Telecommunications Revenue & EBITDA Share, 2018
  • Figure 5 - Telecommunications Capital & Operational Expenditure Spend, 2000-2025
  • Figure 6 - Revenue and EBITDA Mix - FY19
  • Figure 7 - Mobile Subscribers Share Comparison, 2014-2018
  • Figure 8 - Mobile Subscribers Forecast, 2018-2023
  • Figure 9 - Mobile Revenue Forecast, 2018-2023
  • Figure 10 -Mobile Handsets Monthly Download Data, 2010-2019
  • Figure 11 - Ookla Mobile Speedtest Ranking Comparison
  • Figure 12 - MVNO Share of the Mobile Market, 1H19
  • Figure 13 - MVNO Subscribers (k), 2014-2019
  • Figure 14 - Spectrum available for IoT in Australia
  • Figure 15 - Broadband Subscribers Share Comparison, 2014-2019
  • Figure 16 - Fixed Broadband Monthly Download Data, 2008-2019
  • Figure 17 - Broadband Subscribers Forecast, 2018-2023
  • Figure 18 - NBN Architecture Overview
  • Figure 19 - NBN Corporate Plan Financials, 2018-2023
  • Figure 20 - NBN Corporate Plans (CP) Cash Flow Projections Comparison
  • Figure 21 - NBN Subscribers
  • Figure 22 - Broadband Migration to NBN Half Way
  • Figure 23 - NBN homes Passed by Technology Forecast (k)
  • Figure 24 - NBN Services by Speed
  • Figure 25 - UFB Services by Speed
  • Figure 26 - 5G Network Slices Structure
  • Figure 27 - Ookla Speed Test Results (Mbps) - September 2019
  • Figure 28 - Volume of Data Downloaded (Terabytes/month), 2010-2019
  • Figure 29 - Wireless-Only Homes, 2014-2019

List of Tables

  • Table 1 - Australia - Key Statistics
  • Table 2 - Telecommunications Market Revenue by Operators
  • Table 3 - Total Telecommunications Market Revenue, 2019-2023
  • Table 4 - Historical Telecommunications Capex Spend, 2014-2018
  • Table 5 - Historical Telstra Revenue & EBITDA, 2014-2018
  • Table 6 - Telstra InfraCo Asset Portfolio, 2018-2020
  • Table 7 - Optus Revenue and EBITDA Mix, 2014-2018
  • Table 8 - Vodafone Revenue and EBITDA Mix, 2014-2018
  • Table 9 - TPG Revenue and EBITDA Mix, 2014-2018
  • Table 10 - Vocus Revenue and EBITDA, 2014-2018
  • Table 11 - Superloop Revenue Segments
  • Table 12 - Historical Mobile Subscribers, 2014-2019
  • Table 13 - Historical Mobile Service Revenue, 2019-2023
  • Table 14 - Historical Mobile ARPU, 2014-2019
  • Table 15 - Mobile Coverage & Reach
  • Table 16 - Historical of Spectrum Auctions and Costs
  • Table 17 - Mobile Frequencies by Operators and by Band (Mhz)
  • Table 18 - Examples of MVNOs and their Wholesale Providers
  • Table 19 - Historical Broadband Subscribers, 2014-2019
  • Table 20 - Historical Broadband ARPU, 2014-2019
  • Table 21 - NBN Technology Mix
  • Table 22 - Telstra Estimated EBITDA Margin Table 23 - Optus Estimated EBITDA Margin
  • Table 24 - Telstra, Optus, Vodafone and TPG Telco Infrastructure Landscape
  • Table 25 - Vocus, Superloop, Axicom and NBN Telco Infrastructure Landscape
  • Table 26 -Technology Specifications
  • Table 27 - Volume of Data Downloaded Mix (Terabytes/month), 2010-2019
  • Table 28 - Telco Transaction Database, 2015-2019