2013-02-24 15:19:59 - New Fixed Networks market report from Business Monitor International: "United Kingdom Telecommunications Report Q1 2013"

BMI View: While it lags behind its regional peers in terms of mobile penetration, the UK mobile market is one of the more advanced in the Western European region in terms of 3G, with 52.4% of mobile subscribers using the technology in 2011. It also has the second highest data ARPU in the region as a result (out of the seven markets which provide data). Blended ARPU is also above the regional average, although 5-year CAGR is low, given the maturity of the market. Further, decreasing MTRs are having a negative effect on revenues.

Key Data

The mobile market returned to growth in Q312, with 0.8% quarter-on-quarter (q-o-q) growth offsetting subscription losses in H112 as penetration increased to 122.2% at the end

of September 2012. The dedicated mobile broadband market contracted in Q212, according to data from the telecoms regulator Ofcom. This is in stark contrast to 17.5% year-on-year (y-o-y) growth to the end of Q211, a reversal BMI believes is related to the discounting of inactive subscriptions.


Full Report Details at
- www.fastmr.com/prod/536448_united_kingdom_telecommunications_rep ..


Key Trends And Developments

In October 2012 Everything Everywhere (EE) became the first operator in the UK to launch LTE services. EE launched the service using refarmed 1800MHz spectrum with services available both for smartphone users and dedicated mobile broadband services. EE has a monopoly on the LTE market until other operators are able to launch services in the 800MHz and 2.6GHz bands following the spectrum auction in Q113.

Meanwhile, Vodafone and Telefonica O2 had their network sharing deal approved by regulatory authorities in October 2012. The venture will allow each operator to access a network of 18,500 masts, an increase of 40% for each, without additional expenditure. Around 10% of sites will be duplicated, so further cost savings are expected to be realised as excess infrastructure is decommissioned or sold to third parties. The operators are keen to migrate to 4G LTE technology as soon as the regulator permits them to do so. The venture will enable them to achieve 98% LTE coverage by the end of 2015, two years ahead of regulatory requirements.

In its Q2 12/13 results BT stated that it was accelerating the rollout of fibre infrastructure across the UK. It now aims to have fibre available for two-thirds of UK premises by spring 2014, which is an acceleration of its original schedule by over 18 months. In order to achieve the objective BT is hiring over 1,000 engineers in 2012.

Report Table of Contents:

BMI Industry View
SWOT
- Mobile SWOT
- Wirelin SWOT
- Political
- Economic
- Business Environment
Industry Forecast
- Mobile
- Table: Industry Trends - Mobile Sector, 2010-2017
- Mobile ARPU
- Table: Monthly Blended ARPU: Historical Data And Forecasts (GBP), 2010-2017
- Fixed-Line
- Table: Telecoms Sector - Fixed-Line - Historical Data & Forecasts, 2010-2017
- Broadband
- Table: Telecoms Sector - Internet - Historical Data & 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
- United Kingdom
Market Overview
- Mobile
- Table: UK Mobile Market Regional Comparisons, 2011
- Market Growth
- Market Share And Net Additions
- Table: Mobile Market, Q312
- Subscription Mix
- Usage
- MVNOs
- Networks
- Mobile Content/Value Added Services
- Table: VAS Timeline
- Table: Mobile Contract Wins
- Mobile Operator Data
- Table: Mobile Market Overview
- Table: O2
- Table: Vodafone
- Table: Everything Everywhere
- Table: Hutchison 3G
- Europe - Western Europe Mobile Content
- Succeeding In A Sea Of Content
- All Eyes On Data
- Making Machines Pay
- Fixed Line
- Broadband
- Table: Fixed Broadband Connections By Technology ('000)
- Pay-TV
- Wireline (Fixed-Line & Broadband) Developments
- Table: Wireline Developments, 2008-2009
- Wireline Operator Data
- Table: BT
- Table: Virgin Media
- Table: BSkyB
Industry Trends And Developments
- Table: Selected Trends And Developments
Regulatory Development
- Regulatory Overview
- Table: Division Of Regulatory Responsibilities In The UK
- Table: Proposed average Mobile Termination Rates (pence per minute)
Competitive Landscape
- Table: Key Players -Telecoms Sector
- Table: Selected Operators' Financial Indicators
Company Profile
- BT
- O2
- Vodafone
- Everything Everywhere
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 United Kingdom's Population By Age Group, 1990-2020 ('000)
- Table: The United Kingdom's Population By Age Group, 1990-2020 (% of total)
- Table: The United Kingdom's Key Population Ratios, 1990-2020
- Table: The United Kingdom's Rural And Urban Population, 1990-2020
Glossary
- Table: Glossary Of Terms
Methodology
- Table: Key Indicators For Telecommunications Industry Forecasts
- Telecoms Business Environment Ratings
- Table: Ratings Indicators
- Table: Weighting Of Indicators

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