2012-06-27 13:50:57 - New Fixed Networks research report from Business Monitor International is now available from Fast Market Research

New and revised data for the fixed-line, mobile and broadband markets have become available since BMI last updated the Thailand Telecommunications Report, and these data have been integrated into our analyses and five-year forecasts. In addition, the two mobile market leaders - AIS and DTAC - have disclosed data relating to the first quarter of 2012, while the regulator has supplied estimated data for the rest of the market. Furthermore, BMI has a dimmer outlook for Thailand's economy growth in the wake of severe flooding that impacted on local and multinational businesses in 2011, and this has affected the country's standing with respect to its regional peers in terms of Risk/Reward Ratings.

The Thai market supported 77.605mn mobile subscribers at the

end of 2011, up by 8.2% from 71.726mn a year earlier. The penetration rate stood at 113.3% at the end of 2011 and, based on the understanding that this prepaid-focused market is based on multiple SIM ownership, BMI believes there are a number of accounts being reported by operators that may technically be invalid. The buoyant tourism industry may also give rise to a large number of accounts that have only short lifespans. During 2011, AIS, DTAC and True all launched 3G/3.5G services using spectrum and infrastructure owned by state incumbents TOT and CAT Telecom; the legality of these arrangements is being questioned by the operators and the regulator and may yet be revoked. However, the 3G genie will be hard to return to the bottle with as many as 4mn subscribers potentially signed up by end-2011. BMI foresees 3G subscriber numbers increasing to 10.1mn by end-2012 and to 33.2mn by 2016, helping overall mobile subscriptions grow to 92.5mn by the end of the forecast period.


Full Report Details at
- www.fastmr.com/prod/404332_thailand_telecommunications_report_q3 ..


The fixed-line market, meanwhile, continues to contract, though not as fast as previous regulator-supplied data suggested. The number of fixed lines fell by 3.8% in 2011 to reach 6.66mn. Continued mobile substitution and the replacement of fixed broadband accesses in favour of smartphone and tablet-powered mobile connections will ensure that the number of fixed lines will decline to 5.55mn by 2016. Rural areas will remain dependent on legacy lines for many years while it remains uneconomic for mobile operators to reach into these low-income markets.

Double- and triple-play packages are helping operators such as True and Triple T to continue growing their fixed broadband user bases, though this is not necessarily reflected in ARPUs as price competition and regular promotional offers weigh on income from such services. BMI forecasts 5.35mn broadband subscriptions by 2016, up from 3.79mn at the end of 2011.

ARPU growth constraints plus the gloomier outlook for GDP growth in 2012 and beyond forced a small downgrade to Thailand's scores for Industry Rewards and Country Risk in this quarter's Risk/Reward Ratings update. Thailand slipped from 13th to 14th position relative to its Asian peers.

Partial Table of Contents:

SWOT Analysis
- Thailand Wireline (Fixed Line & Broadband) SWOT
- Thailand Mobile SWOT
- Thailand Political SWOT
- Thailand Economic SWOT
- Thailand Business Environment SWOT
Risk/Reward Ratings
- Asia Pacific
- Table: Asia Pacific Telecoms Risk/Reward Ratings
- Thailand
Industry Forecast Scenario
- Mobile
- Table: Telecoms Sector - Mobile - Historical Data & Forecasts
- ARPU
- Table: Telecoms Sector - ARPU - Historical Data & Forecasts
- Fixed Line
- Table: Telecoms Sector - Fixed Line - Historical Data & Forecasts
- Internet
- Table: Telecoms Sector - Internet - Historical Data & Forecasts
Market Data Analysis
- Mobile Market Overview
- Table: Thai Mobile Market, Q112
- Table: Thai Mobile Net Additions Market, Q112
- Subscriber Mix
- Table: Thailand Operator Subscriber Mix ('000)
- MOU & ARPU
- Table: Blended Minutes Of Use By Operator (min)
- 3G
- Mobile Contract Wins
- Table: Key Mobile Contract Wins
- Mobile Operator Data
- Table: Thailand Market Overview
- Table: AIS
- Table: DTAC
- Table: True
- Mobile Content
- Regional Outlook
- Table: Selected NFC Developments, 2011
- Country Outlook
- Value-Added Services Timeline
- Table: Selected VAS Services (2009-2011)
- Fixed Line
- Internet
- WiMAX
- Wireline (Fixed-Line & Broadband) Developments
- Table: Wireline Developments, 2009-2011
Regulatory Environment & Industry Developments
- Table: Thailand's Regulatory Bodies And Their Responsibilities
- 3G Licensing
- Regulatory Developments
Competitive Landscape
- Key Players
- Table: Key Players - Thai Telecoms Sector
- Table: Selected Operators' Financial Results (US$mn)
Company Monitor
- Samsung Electronics
- Table: Samsung Electronics Financial Performance (KRWbn)
Operator Profiles
- TOT
- True Corporation
- Advanced Info Service (AIS)
- DTAC
Regional Telecommunications Penetration Overview
- Fixed Line
- Table: Regional Fixed-Line Penetration Overview
- Mobile
- Table: Regional Mobile Penetration Overview
- Broadband
- Table: Regional Broadband Penetration Overview
Demographic Outlook
-

Full Table of Contents is available at:
-- www.fastmr.com/catalog/product.aspx?productid=404332&dt=t

About Business Monitor International

Business Monitor International (BMI) offers a comprehensive range of products and services designed to help senior executives, analysts and researchers assess and better manage operating risks, and exploit business opportunities, across 175 markets. BMI offers three main areas of expertise: Country Risk BMI's country risk and macroeconomic forecast portfolio includes weekly financial market reports, monthly regional Monitors, and in-depth quarterly Business Forecast Reports. Industry Analysis BMI covers a total of 17 industry verticals through a portfolio of services, including in-depth quarterly Country Forecast Reports. View more research from Business Monitor International at www.fastmr.com/catalog/publishers.aspx?pubid=1010

About Fast Market Research

Fast Market Research is an online aggregator and distributor of market research and business information. We represent the world's top research publishers and analysts and provide quick and easy access to the best competitive intelligence available.

For more information about these or related research reports, please visit our website at www.fastmr.com or call us at 1.800.844.8156.