市场调查报告书

新兴亚太地区的行动服务:趋势与预测 2018-2023年

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

出版商 Analysys Mason 商品编码 357202
出版日期 内容资讯 英文 13 Slides
商品交期: 最快1-2个工作天内
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新兴亚太地区的行动服务:趋势与预测 2018-2023年 Mobile Services in Emerging Asia-Pacific: Trends and Forecasts 2019-2024
出版日期: 2019年08月12日内容资讯: 英文 13 Slides
简介

本报告涵括新兴亚太地区 (EMAP) 的行动服务,提供全球市场背景,地区分析,及主要6个国家 (中国,印尼,马来西亚,菲律宾,泰国,越南) 的趋势分析。

摘要整理

全球趋势

  • 行动动手机数据和下一代接入宽频服务将推动全球电信零售收入增长

地区趋势

  • 行动:由于数据货币化增加,2016年ARPU增长,但在预测期内2017年的下降将持续
  • 行动:大多数国家的渗透率将继续增加,而且由于多SIM卡拥有者下降,柬埔寨和马来西亚的渗透率将会下降
  • 行动:由于政府对行动数据定价的指导导致中国ARPU下降将推动该地区ARPU下降
  • 行动:用户数量的增加和行动数据收入的增长将确保整体行动服务收入将继续增长

各国趋势

  • 中国:政府的措施和干预推动了市场的大幅增长,并将继续塑造增长
  • 印尼:由于运营商战略的变化,行动市场的竞争环境将变得更加健全
  • 马来西亚:尽管市场饱和且竞争激烈,但运营商向固定市场的扩张应能保持整体行动收入稳定
  • 菲律宾:行动领域双寡头的终结将给市场带来更多竞争
  • 泰国:运营商将继续在行动市场上竞争网络质量
  • 越南:运营商继续试图吸引客户迁移到4G套餐

预测手法·前提条件

关于著者·ANALYSYS MASON

图表清单

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目录

"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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