Europe - Mobile Market Insights, Statistics and Forecasts

Synopsis

The saturated mobile voice market in Europe has placed considerable pressure on mobile operators to promote the higher-ARPU contract segment and develop compelling mobile data service offerings. Mobile data use among consumers has continued to grow rapidly in line with the greater availability of cheaper and more capable handsets and devices, as also the improved network infrastructure resulting from investments in technologies including HSPA and LTE. Continuing growth is largely in the 3G sector as subscribers migrate from GSM networks. Although the proportion of data to overall revenue has increased for most network operators, and mobile data use has strengthened, revenue growth from data services is stubbornly low. This is partly attributed to market pressures, but principally to the effective regulatory measures imposed on wholesale data roaming tariffs. A proposal from the EC to include retail roaming caps from 2014 would encourage mobile data use and greatly strengthen the mobile broadband sector.

This report provides key statistics and analysis on Europe’s mobile phone market as it prepares for the regulatory and operating challenges of 2012. It includes data on subscriber numbers, mobile penetration, and market growth, as also the strategies of operators as they face tighter regulatory impositions on interconnection voice and data roaming anticipated in coming years. The report also assesses the status of analogue and digital technologies. The principal mobile operators across Europe are profiled, including statistics on their customer base, financial results and strategies.

Key developments:

Sony buys out Ericsson’s 50% stake in joint venture for €1 billion; Google buys Motorola Mobility for about US$12.5 billion; EC proposes data tariff caps in 2012 and alternative roaming tariffs from 2014; EC to co-ordinate mobile satellite efforts; operator data to September 2011.

Companies covered in this report include:

Telekom Deutschland, Telefónica, Vodafone, Nokia, Samsung, Huawei, Apple, Motorola, Sony, Ericsson, Orange, H3, Telecom Italia.

Table of Contents

• 1. Synopsis
• 2. Mobile communications in Europe
  • 2.1 Market overview
  • 2.2 Investment forecasts
  • 2.3 Market shares
• 3. Regulatory environment
  • 3.1 Introduction
  • 3.2 Roaming
    • 3.2.1 Amendments
    • 3.2.2 Data roaming
  • 3.3 Mobile termination rates (MTRs)
    • 3.3.1 MTRs and LTE
  • 3.4 Mobile number portability (MNP)
  • 3.5 Other developments
    • 3.5.1 Unlicensed Mobile Access (UMA)
    • 3.5.2 Mobile VoIP
    • 3.5.3 Femtocells
• 4. Mobile technologies
  • 4.1 Analogue networks
  • 4.2 Digital networks
  • 4.3 Spectrum issues
    • 4.3.1 900MHz
    • 4.3.2 Digital dividend spectrum
  • 4.4 Third Generation (3G)
    • 4.4.1 TD-SCDMA trials in Europe
  • 4.5 Mobile handsets
    • 4.5.1 Nokia
    • 4.5.2 Sony Ericsson
    • 4.5.3 Motorola
    • 4.5.4 Huawei
    • 4.5.5 Samsung
    • 4.5.6 Apple
    • 4.5.7 Android-based
    • 4.5.8 BlackBerry
    • 4.5.9 Windows
  • 4.6 Mobile application stores
    • 4.6.1 Apple App Store
    • 4.6.2 Android Market
    • 4.6.3 BlackBerry App World
    • 4.6.4 Other players
  • 4.7 Mobile satellite
• 5. Mobile prepaid market
  • 5.1 Prepaid services
• 6. Major mobile operators
  • 6.1 Market overview
  • 6.2 O2 Group
  • 6.3 Orange Group
  • 6.4 Telecom Italia Mobile (TIM)
  • 6.5 Telekom Deutschland
  • 6.6 TeliaSonera
  • 6.7 Vodafone
  • 6.8 H3
  • 6.9 Mobile Virtual Network Operators (MVNOs)
• 7. Related reports

• Table 1 – Mobile voice revenue as proportion to total – 2006 - 2012
• Table 2 – Annualised European voice and data market annual growth – 2006 - 2012
• Table 3 – Voice market Europe in minutes – 2000; 2005; 2010
• Table 4 – Mobile and fixed voice traffic (% of total) – 2005 - 2012
• Table 5 – Mobile and fixed voice traffic (volume) – 2005 - 2012
• Table 6 – SIM penetration by country – 2008 - 2011
• Table 7 – EU mobile subscribers and penetration rate – 2004 - 2012
• Table 8 – Average ARPU (€) by country in select European countries – 2006 –2011
• Table 9 – Data as proportion of total mobile revenue –2008 - 2011
• Table 10 – Mobile market share by operator type (EU average) – 2004 - 2011
• Table 11 – European roaming charges – 2007 - 2011
• Table 12 – EU average mobile termination charges – 2004 - 2010
• Table 13 – Select European Femtocell launches – 2011
• Table 14 – Western European GSM subscribers – 1997 - 2012
• Table 15 – 3G subscribers – 2004 – 2012
• Table 16 – UMTS penetration by select country – 2010; 2012
• Table 17 – Market shares of handset makers (Europe) – 2006 - 2010
• Table 18 – Market shares of platforms – 2010 - 2011
• Table 19 – Nokia financial data – 2009 - 2011
• Table 20 – Sony Ericsson unit sales – 2007 – 2011
• Table 21 – Sony Ericsson financial data – 2007 – 2011
• Table 22 – Motorola Mobility operating data – 2010 - 2011
• Table 23 – Samsung financial data – 2006 - 2010
• Table 24 – Mobile applications by platform – 2010
• Table 25 – Market share of popular sites by mobile application platform – 2010
• Table 26 – Principal MNOs by subscribers – 2010 - 2011
• Table 27 – Principal MNO market share by country – 2010
• Table 28 – O2 Group mobile subscribers – 2005 - 2011
• Table 29 – O2 Group turnover and EBITDA – 2007 - 2011
• Table 30 – O2 Group blended monthly ARPU – 2006 - 2011
• Table 31 – Orange Group mobile subscribers by sector – 2005 - 2011
• Table 32 – Orange Group MVNO subscribers – 2005 - 2011
• Table 33 – Orange Group mobile revenue – 2008 - 2010
• Table 34 – TIM domestic mobile subscribers – 2005 - 2010
• Table 35 – Telekom Deutschland subscribers in selected European countries – 2001 - 2011
• Table 36 – Telekom Deutschland ARPU in selected European countries – 2006 - 2011
• Table 37 – TeliaSonera Mobile subscribers – 2009 - 2011
• Table 38 – Vodafone blended ARPU (principal markets) - 2007 - 2011
• Table 39 – Vodafone subscribers (principal markets) - 2005 – 2011
• Table 40 – Vodafone voice usage - 2007 - 2011
• Table 41 – Vodafone Group revenue by sector – 2007 - 2011
• Table 42 – H3 subscribers - 2009 - 2011
• Table 43 – H3 revenue – 2009 - 2010
• Table 44 – H3 blended ARPU – 2009 - 2011
• Table 45 – Number of network operators, resellers and MVNOs - 2000 - 2012

• Chart 1 – Mobile and fixed voice traffic (volume) – 2005 – 2012
• Chart 2 – Mobile market share by operator type (EU average) – 2004 – 2011
• Chart 3 – Western European GSM subscribers – 1997 – 2012
• Chart 4 – O2 Group mobile subscribers – 2005 – 2011
• Chart 5 – O2 Group turnover and EBITDA – 2007 – 2011
• Chart 6 – O2 Group blended monthly ARPU – 2006 – 2011
• Chart 7 – Telekom Deutschland subscribers in selected European countries – 2001 – 2011
• Chart 8 – Telekom Deutschland ARPU in selected European countries – 2006 – 2011
• Chart 9 – Vodafone subscribers (principal markets) - 2005 – 2011
• Chart 10 – Vodafone voice usage - 2007 – 2011
• Chart 11 – Vodafone Group revenue by sector – 2007 – 2011
• Chart 12 – H3 subscribers - 2009 – 2011

• Exhibit 1 –Roaming Regulation amendments –July 2009 - 2013
• Exhibit 2 – UMTS900 commercial network operators (3G) in Europe – 2011
• Exhibit 3 – UMTS900 commercial network operators (3G) in Europe – 2010