2013-01-30 08:51:38 - New Fixed Networks market report from Business Monitor International: "Sweden Telecommunications Report Q1 2013"
BMI View: The Swedish telecommunications market is one the most developed in the world with high penetration levels for mobile voice, mobile data, fixed-voice and broadband services. This makes Sweden a mature market, with the concomitant limits to growth prospects. As well as having a high level of penetration, price erosion has been less pronounced than in the majority of Western European markets and operators have managed to continue to grow revenues. Meanwhile, in terms of technology, Sweden is at the forefront of development with, not only high levels of next generation wireline and wireless data services, but also machine-to-machine services and other consumer value-added services.
Full Report Details at
- www.fastmr.com/prod/529485_sweden_telecommunications_report_q1_2 ..
* Broadband growth has slowed as penetration
has risen. There was a decline in fixed broadband subscriptions in the first half of 2012, according to regulatory data, and dedicated mobile broadband growth has slowed appreciably. Dedicated mobile broadband subscriptions increased 7.6% y-o-y to Q212, compared to a 24.4% increase y-o-y to Q211.
* PTS data also show that uptake of LTE services has been sluggish. The regulator reported a total of 83,000 LTE subscriptions at the end of June 2012 - equal to 0.6% of the total market. This contradicts figures reported by TeliaSonera in May 2012, which stated it had over 140,000 LTE subscribers.
The Swedish mobile market has proved robust in terms of subscriptions and ARPU compared to many markets in Western Europe in recent years. However, there are signs that trends affecting some its neighbours may begin to undermine operator financial performance. For instance, PTS reported data or H112 showing the number of SMSs sent per user per month declined 15.2% from 138 in H211 to 117. BMI believes this indicates the onset of SMS IP substitution as smartphone users increasingly turn to services such as WhatsApp. This trend has hit operator performance in markets such as the Netherlands, and can have a significant impact on financial performance because of the high margin nature of SMS for operators. That said, with Sweden a highly developed market, a large number of SMSs were already bundled with the subscription fee.
Contrasting with the threat of SMS IP substitution is the ongoing growth in machine-to-machine (M2M) subscriptions. The Swedish market is a global leader with the presence of incumbent TeliaSonera, as well as global frontrunner Telenor Connexion. Both operators achieved strong subscription growth y-o-y to the end of June 2012 with Telenor Connexion subscriptions increasing 56.6% to 1.638mn and TeliaSonera increasing subscriptions 18.8% y-o-y to 461,900. BMI expects both operators will continue to benefit from growth in Sweden as they expand into new verticals.
Partial Table of Contents:
- Executive Summary
- Business Environment
- Industry Business Environment Overview
Business Environment Outlook
- Industry Rewards
- Industry Risks
- Country Risks And Rewards
- Table: Western Europe Risk/Reward Ratings, Q113
- Table: Industry Forecast - Mobile
- Table: Industry Forecast - Mobile ARPU (SEK)
- Fixed Line
- Table: Industry Forecast - Fixed-Line
- Table: Industry Forecast - Internet
- Regional Perspective
- Table: Sweden Mobile Market Regional Comparisons, 2011
- Key Developments
- Mobile Growth
- Market Share And Net Additions
- Table: Swedish Mobile Market, September 2012
- Subscription Mix
- Usage (ARPU/MOU)
- Table: Mobile Contract Wins
- Mobile Content/Value Added Services
- Table: Value-Added Services Timeline
- Mobile Operator Data
- Table: Market
- Table: TeliaSonera
- Table: Telenor Mobil
- Table: Tele2
- Europe - Western Europe Mobile Content
- Succeeding In A Sea Of Content
- All Eyes On Data
- Making Machines Pay
- Fixed Line
- Mobile Broadband
- Wireline Contract Wins
- Table: Wireline Contract Wins
Industry Trends And Developments
- Industry Trends And Developments
- Regulatory Development
- Table: Sweden: Regulatory Bodies And Their Responsibilities
- Competitive Landscape
- Table: Key Players - Sweden Telecoms Sector
- Table: Selected Operator Financial Parameters
- TeliaSonera AB
- TeliaSonera Mobile
- Telenor Sweden
- Tele2 AB
- Hi3G Access Sweden
- Com Hem
- 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: Sweden's Population By Age Group, 1990-2020 ('000)
Full Table of Contents is available at:
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