Australia Telecommunications Report Q2 2014
The Australian telecommunications industry is one of the highest value markets in Asia Pacific and even the world, underpinned by high incomes and strong uptake of higher value services such as broadband and smartphone handsets. However, subscription growth opportunities are severely limited in the years ahead due to the highly saturated nature of the market. In 2014, we believe 4G offerings would take centre stage, given the proliferation of smart devices and growth in demand for high-speed data services. This should provide lift the near-term ARPU for mobile operators.