2013-02-22 13:52:35 -
Fast Market Research recommends "France Telecommunications Report Q1 2013" from Business Monitor International, now available
BMI View: New competition finally brought growth back to the French mobile market, catalysing a number of changes. The market's return to growth propelled it to the top of our Risk/Reward Ratings, but downward pressures on ARPUs threaten its position. France's established operators are seeing their ARPUs decline sharply, leading to a variety of cost-saving measures being announced, including network infrastructure sharing and tower sale deals. BMI expects lower costs to remain the operators' focus as pricing pressures play out. Converged services and operations in the broadband arena offer some respite, but consumer spending remains squeezed and telecoms operators are feeling the brunt.
Key Data
* Mobile subscriber growth in Q312 was the fastest since late 2006, despite the market having
passed 100% penetration. Free Mobile continues to make a strong impact on the market, accounting for the bulk of net additions but the established players began fighting back by H212.
* Local loop unbundling by alternative operators continues apace, keeping the broadband market buoyant, though France Telecom notes a slowdown in wireline broadband adoption as more consumers turn to alternative forms of broadband access.
* Growth in fibre-optic subscriptions remains strong, although the technology accounts for a small proportion of the overall market. While DSL continues to be attractive owing to the lower cost, subscribers are slowly moving to higher speed services.
Full Report Details at
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www.fastmr.com/prod/536444_france_telecommunications_report_q1_2 ..
Key Trends & Developments
* Orange launched LTE services for business clients with commercial services to be made available in early 2013. Second-ranked SFR also launched LTE but brought services to its commercial subscribers in November 2012. We expect take-up to be slow until a wider range of devices are released, but we see 4G encroaching on 3G growth once handsets are available to take advantage of the new speeds.
* Mobile broadband has grown rapidly, but the launch of LTE services capable of offering speeds that rival fixed-line connections may help open up the mobile market to more demanding broadband customers who would not otherwise switch.
* Bouygues, SFR and Orange all announced different plans for saving costs with infrastructure sharing mooted by the market leader and Bouygues selling off its towers and leasing them back. As price pressures continue, operators will consider a number of options to improve bottom lines. While ARPUs remain high in 2012, pressures are great and are driving ARPUs down to regional levels.
Report Table of Contents:
BMI Industry View
- BMI Industry View
SWOT
- Mobile SWOT
- Fixed-Line And Broadband SWOT
Industry Forecast
- Mobile
- Table: Telecoms Sector - Mobile - Historical Data And Forecasts
- ARPU
- Table: Mobile Monthly Blended ARPU - Historical Data And Forecasts (EUR), 2010-2017
- Fixed-Line
- Table: Telecoms Sector - Fixed Line - Historical Data And Forecasts, 2010-2017
- Internet
- Table: Telecoms Sector - Fixed-Line - Historical Data And Forecasts, 2010-2017
Industry Risk Reward Ratings
- Western Europe Risk/Reward Ratings
- Industry Rewards
- Industry Risks
- Country Risks And Rewards
- Table: Western Europe Risk/Reward Ratings, Q113
- France
Market Overview
- Mobile
- Regional Perspective
- Table: France Mobile Market Regional Comparisons, 2011
- Key Developments
- Market Growth
- Market Shares
- Table: French Mobile Market, Q312
- Usage
- MVNOs
- Networks
- Table: Selected 3G Market Developments
- Table: Mobile Spectrum Allocations
- Mobile Content
- Table: Orange Broadband Subscribers ('000)
- Mobile Market Data
- Table: France Mobile Market Overview
- Table: Orange
- Table: SFR
- Table: Bouygues Telecom
- Table: MVNOs
- Europe - Western Europe Mobile Content
- Succeeding In A Sea Of Content
- All Eyes On Data
- Making Machines Pay
- Fixed Line
- Table: French Fixed-Line Market, Q410-Q212
- Broadband
- Table: Broadband Net Additions By Technology ('000)
- ARPU
- Technologies
- Table: France Telecom FTTH
Industry Trends And Developments
- Industry Trends And Developments
- Table: Selected Developments
Regulatory Development
- Regulatory Development
- Table: Division Of Regulatory Responsibilities In France
- Regulatory Developments
- Table: Selected Regulatory Developments
Competitive Landscape
- Competitive Landscape
- Table: Key Players - France Telecoms Sector
- Table: Selected Operators Financial Indicators
Company Profile
- France Telecom/Orange
- SFR
- Bouygues Telecom
Regional Overview
- Telit Communications: Opportunities Abound But Beware Commoditisation
- Table: Telit Communications Financial Performance, 2009-2012
- Beware Commoditisation
- Differentiation And Value Added Key To Success
- The Road Ahead
Demographic Forecast
- Demographic Forecast
- Table: France's Population By Age Group, 1990-2020 ('000)
- Table: France's Population By Age Group, 1990-2020 (% of total)
- Table: France's Key Population Ratios, 1990-2020
- Table: France's Rural And Urban Population, 1990-2020
Glossary
- Glossary
- Table: Glossary Of Terms
Methodology
- Methodology
- Table: Key Indicators For Telecommunications Industry Forecasts
- Telecoms Business Environment Ratings
- Table: Ratings Indicators
- Table: Weighting Of Indicators
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