Australia Telecommunications Report Q4 2014
Key Trends And Developments
- By June 2014, mobile subscriptions had reached 30.63mn, representing a penetration rate of 129.6%. Telstra continues to gain significant net additions at the expense of Vodafone Hutchison Australia (VHA).
- The auction of 700MHz digital dividend spectrum in May 2013 has encouraged the spread of LTE and value-added services; however, we expect strong competition and a deteriorating economy to apply downward pressure on ARPUs.
- We forecast Australia's broadband industry to receive a boost in the latter part of our forecast period when the National Broadband Network (NBN) and LTE services are widely available. The coalition's alternative NBN plan announced in April 2013 may bring this boost forward as it aims for a faster roll-out.
The controversial AUD37.4bn (USD34.7bn) NBN project was thrown into disarray in September 2013, when the entire board of the state-owned NBN Company reportedly offered to resign, in response to a proposal by the new Minister of Communications, Malcolm Turnbull, to replace the previously-planned fibre-to-the-home (FTTH) technology with fibre-to-the-node (FTTN).
Turnbull belongs to the Liberal-National Coalition (LNC), which has opted for an alternative NBN to that favoured by the previous government of the Australian Labor Party (ALP). While the ALP proposed covering 93% of Australian...
The Australia Telecommunications Report features Business Monitor International (BMI)'s independent industry forecasts on the future strength of Australia's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.
BMI's Australia Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in Australia.
- Benchmark BMI's independent telecoms industry forecasts for Australia to test other views - a key input for successful budgeting and strategic business planning in the Australian telecoms market.
- Target business opportunities and risks in Australia's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Australia.
- Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).
BMI Industry View
Summary of BMI's key industry forecasts and views, covering the ICT, fixed-line, mobile (including 3G), internet and broadband markets.
Industry SWOT Analysis
Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.
Business Environment Rankings
BMI's Telecommunications Business Environment Rankings provides a country-comparative Risk-Reward Rankings index aimed at investors (vendors, operators and suppliers) in the regional telecoms market.
The rankings methodology makes sophisticated use of more than 40 industry, economic and demographic data points.
BMI Industry Forecast Scenario
Historic data series and forecasts to end-2018 for all key industry indicators (see list below) supported by explicit assumptions, plus analysis of key downside risks to the main forecast.
Market Data Analysis
- Fixed-Line Telephony - Telephone lines ('000); telephone lines/100 inhabitants.
- Cellular Telephony - Mobile phone subscribers ('000); mobile phone subscribers/100 inhabitants; mobile phone subscribers/100 fixed line subscribers.
- Internet Markets - Internet users ('000); internet users/100 inhabitants; broadband internet subscribers ('000); broadband internet subscribers/100 inhabitants.
Detailed market analysis of the mobile, mobile content, fixed line and internet segments, broken down into:
- Market Data - Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
- Technology/Service Rollout - Analysis of rollout/adoption of new technology, such as 3G, WiMAX, IPTV, pay-TV, LTE and value-added handset services (gaming, music, video, apps etc.).
- Mobile Content - The latest trends in content and services available and being introduced by mobile operators. Including a timeline of all the latest major mobile content developments.
- Company Database - A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).
Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. The latest updates in the market's development and regulatory rulings.
Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI's industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses.
The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.
The Australian telecommunications industry is one of the highest value markets in the Asia Pacific region and even the world, as a result of high incomes and strong uptake of higher value services such as broadband and smartphone handsets. However, growth opportunities will be severely limited in the years ahead due to the highly saturated nature of the market. We believe that 4G offerings will take centre stage, given the proliferation of smart devices and growth in demand for high-speed data services , and should provide a boost to the near-term ARPU of mobile operators.
BMI Industry View
Table: Telecoms Sector - Mobile - Historical Data & Forecasts (Australia 2011-2018)
Table: Telecoms Sector - Wireline - Historical Data & Forecasts (Australia 2011-2018)
Industry Risk Reward Ratings
Table: Asia Pacific Telecoms Risk/Reward Ratings - Q3 2014
Table: Australia Mobile Market Regional Comparisons, Q113
Table: Selected Value-Added Services
Mobile Operator Data
Table: Market Overview
Table: SingTel Optus
Table: Vodafone Hutchison Australia
Asia Pacific Mobile Content
Tablets Are The New TV
Table: Percentage Of Long-Form Video Views By Device
Infrastructure Is A Key Enabler
Table: Telstra Fixed-Line Operation
Table: Australia Internet Subscription By Technology ('000)
Table: Australia Broadband Subscribers By Operators ('000)
Table: Premises Reached - The Coalition NBN At Finish Of Roll-Out In 2019
Industry Trends And Developments
Table: Industry Trends And Developments
Table: Australia - Regulatory Bodies And Their Responsibilities
Table: Australia - Regulatory Bodies And Their Responsibilities Cont
Table: Australia -Regulatory Bodies And Their Responsibilities Cont
Table: Key Players
Table: Selected Operator Revenues (US$mn)
Vodafone Hutchison Australia
Industry Trend Analysis
Table: Strategies Of Asian Top Chat Apps
Table: Australia's Population By Age Group, 1990-2020 ('000)
Table: Australia's Population By Age Group, 1990-2020 (% of total)
Table: Australia's Key Population Ratios, 1990-2020
Table: Australia's Rural And Urban Population, 1990-2020
Table: Glossary Of Terms
Industry Forecast Methodology
Risk/Reward Ratings Methodology
Table: Risk/Reward Ratings Indicators
Table: Weighting Of Indicators
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