2013-02-21 09:08:21 - New Fixed Networks market report from Business Monitor International: "Netherlands Telecommunications Report Q1 2013"

BMI View: The Netherlands telecoms market is one of the most developed in Europe with high penetration of mobile, fixed-line and broadband services. It is also home to subsidiaries of large international telecoms groups such as Vodafone, T-Mobile and UPC, which compete against the domestic incumbent KPN and recently turned public cable operator Ziggo. Competition has helped drive down prices and promote service innovation, with the Netherlands boasting high penetration of high-capacity broadband as well as mobile value-added services. However, the sector is not immune from external factors as consumer IP substitution, cuts to termination rates and a macroeconomic crisis have squeezed revenues in recent years.


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Key Data:

* 3G subscriptions continued to exhibit strong

growth, with the total increasing 32.2% y-o-y to 8.875mn at the end of June 2012 according to OPTA data. BMI believes this rapid growth is driven by the increasing availability of lower cost mid-range smartphones - supplementing demand for high-end handsets.
* Strong broadband growth continued, with total subscriptions up 5.8% y-o-y to Q212. There was a clear growth bias towards higher speed fixed technologies (cable and FTTH) and dedicated mobile broadband.

Key Trends And Developments

In October 2012 the auction of 800MHz spectrum, suitable for the rollout of LTE services, began in the Netherlands. The spectrum is highly valuable because it enables lower cost rollout of LTE services, making nationwide rollout to less densely populated areas more viable. The auction concluded in December 2012, generating high bids, totalling nearly EUR3.8bn, according to OPTA and the bidders themselves. Key players have already indicated they will struggle to finance their hefty bids. Incumbent KPN agreed to pay EUR1.35bn for the 120MHz of 4G spectrum. Second-ranked Vodafone Netherlands bid EUR1.38bn for its 70MHz of 4G spectrum, while T-Mobile Netherlands paid EUR911mn and Tele2 Netherlands bid EUR161mn for spectrum in the 800MHz band. KPN has already announced the rollout of LTE services using the spectrum will begin in 2013 with nationwide coverage targeted for 2014.

It is not surprising that operators are keen to profit from higher value wireless data services given the rapid decline in traditional services - which has hit operator revenues. Data from the regulator OPTA show SMS per subscription per month declined 26.4% y-o-y to Q212, supporting data from KPN showing the same figure declined 40% y-o-y to Q312. This decline is the result of IP substitution as smartphone users adopt IP services such as WhatsApp and Viber, hitting a highly profitable area for operators. In this context it is important operators capitalise on the opportunity presented by LTE and generate a return on their heavy investment in 800MHz spectrum.

Partial Table of Contents:

BMI Industry View
SWOT
- Mobile
- Wireline
- Political
- Economic
- Business Environment
Industry Forecast
- Mobile
- Table: Telecoms Sector - Mobile - Historical Data & Forecasts
- ARPU
- Table: Telecoms Sector - ARPU (EUR) - Historical Data & Forecasts
- Fixed Line
- Table: Telecoms Sector - Fixed Line - Historical Data & Forecasts
- Broadband
- Table: Telecoms Sector - Internet - Historical Data And Forecasts
- Industry Risk Reward Ratings
- Western Europe Risk/Reward Ratings
- Industry Rewards
- Industry Risks
Country Risks And Rewards
- Table: Western Europe Risk/Reward Ratings, Q113
- Netherlands
Market Overview
- Mobile
- Table: Netherlands Mobile Market Regional Comparisons, 2011
- Table: Netherlands Mobile Subscriptions Q411-Q312 ('000)
- Table: Mobile Contract Wins
- Table: Selected VAS Services
- Mobile Operator Data
- Table: Market Overview
- Table: KPN
- Table: T-Mobile
- Table: Vodafone
- Europe - Western Europe Mobile Content
- Succeeding In A Sea Of Content
- All Eyes On Data
- Making Machines Pay
- Fixed Line
- Broadband
- Table: Netherlands Retail Broadband Connections By Technology ('000)
- Table: Wireline developments
- Converged Service Operator Tables
- Table: KPN
- Table: UPC Netherland
- Table: Ziggo
Industry Trends And Developments
Regulatory Development
- Table: Netherlands: Regulatory Bodies And Their Responsibilities
Regulatory Developments
- Competitive Landscape
- Table: Table: Key Players: Netherlands Telecoms Sector
- Table: Table: Selected Operators Financial Indicators, 2005-2010
Company Profile
- Royal KPN NV
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
- Table: The Netherlands' Population By Age Group, 1990-2020 ('000)
- Table: The Netherlands' Population By Age Group, 1990-2020 (% of total)
- Table: The Netherlands' Key Population Ratios, 1990-2020
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Full Table of Contents is available at:
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