2013-03-23 08:19:14 - New Fixed Networks research report from Business Monitor International is now available from Fast Market Research
BMI View: Although the Malaysian mobile market still offers opportunities for organic growth - new MVNOs continue to enter the market, as reported in this quarter's update - network operators face considerable challenges as voice usage declines and customers prove reluctant to upgrade to postpaid services. Subscriber numbers growth and mobile broadband usage were weaker than expected as operators tried to encourage greater voice consumption. In the background, although, non-voice service revenues are still growing, which is encouraging for those operators starting to build 4G LTE networks. That said, lowvalue SMS services remain a large part of non-voice revenue, so operators need to contain costs wherever possible.
* Our five-year telecoms sector forecasts have been revised, utilising Q312 data
from the operators and the regulator. We have upwardly revised our mobile and broadband forecasts in light of unusually strong growth in Q312, but have left the fixed-line and 3G forecasts unchanged. We envisage 49.8mn mobile subscribers, 3.6mn fixed-line subscribers and 8.0mn broadband subscribers by 2017.
* Mobile subscriber growth rebounded in Q312 (latest available data for analysis) and may be even stronger in Q412 based on latest data from DiGi.
* ARPUs have exhibited stability, although we believe that the trend of long-term decline remains due to strong competition and price promotions.
Full Report Details at
- www.fastmr.com/prod/552352_malaysia_telecommunications_report_q2 ..
Key Trends & Developments
Maxis launched its 4G LTE service in selected parts of the Klang Valley region on January 1 2013. It began offering smartphones later in the month, indicating faster than expected movement in the mass market/ consumer sector. Celcom is close behind, having unveiled details of its LTE service, though a launch date has yet to be announced.
Eight of the nine LTE licensees were awarded their spectrum in December 2012, with Asiaspace conspicuously absent and newcomer Puncak Semangat adding Asiaspace's 10MHz to the 30MHz it had already been granted. This should put the newcomer in an advantageous competitive position, although the other players have cellular and WiMAX spectrum they could leverage. We still think consolidation will be inevitable in the crowded LTE market.
Malaysia retails a telecoms rating score of 59.1 in BMI's latest Asia Pacific Telecoms Risk/Reward Ratings and stays in eighth place relative to its peers. Recent data support our view that the Malaysian economy is in the midst of rebalancing and we have revised up our 2012 real GDP growth forecast slightly from 3.8% to 4.2%.
Report Table of Contents:
BMI Industry View
- Mobile SWOT
- Wireline SWOT
- Business Environment
- Table: Telecoms Sector - Mobile - Historical Data And Forecasts
- Table: Telecoms Sector - Mobile ARPU - Historical Data & Forecasts (MYR)
- Table: Telecoms Sector - Fixed Line - Historical Data And Forecasts
- Table: Telecoms Sector - Internet - Historical Data And Forecasts
Industry Business Environment Overview
- Asia Pacific Risk/Reward Ratings
- Table: Asia Pacific Telecoms Risk/Reward Ratings Q2 2013
- Regional Perspective
- Table: Malaysian Mobile Market Regional Comparisons, 2012
- Key Developments
- Mobile Growth
- Table: Malaysia Wireless Market, Q312
- Market Shares
- Usage (MOU/ARPU)
- Mobile Content/Value-Added Services
- Table: Malaysia Mobile Non-Voice Service Revenue Indicators
- Mobile Broadband
- Mobile Operator Data
- Table: Mobile Market Overview
- Table: Maxis Communications
- Table: Celcom
- Table: DiGi
- Asia Pacific Mobile Content
- National High-Speed Broadband (HSBB) Project
- Table: Wireline Developments, 2010-2012
Industry Trends & Developments
- Industry Trends & Developments
- LTE ArrivesIn Malaysia
- Entrants To Spur IPTV Growth
- Maxis And Astro Choose Collaboration Over Competition
- Fiberail Gets Active
- Table: Malaysia - Regulatory Bodies And Their Responsibilities
- Regulatory Developments
- Table: Key Players - Malaysia Telecoms Sector
- Table: Selected Operators - Financial Indicators, 2005-2011 (US$mn)
- Telekom Malaysia
- Maxis Communications
- DiGi Telecommunications
- Vendor Profile
- Table: ZTE Product Portfolio
- Financial Performance
- Table: Major Telecoms Equipment Vendor Revenue (US$mn)
- Moving Beyond Key Markets
- Table: ZTE Asia Developments
- Table: Malaysia's Population By Age Group, 1990-2020 ('000)
- Table: Malaysia's Population By Age Group, 1990-2020 (% of total)
- Table: Malaysia's Key Population Ratios, 1990-2020
- Table: Malaysia's Rural And Urban Population, 1990-2020
- Table: Glossary Of Terms
- Table: Key Indicators For Telecommunications Industry Forecasts
- Telecoms Business Environment Ratings
- Table: Ratings Indicators
- Table: Weighting Of Indicators
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