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 continuing regulatory and operating challenges. 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 imposes roaming data tariff caps from July 2012; EC proposes extension of data roaming to global markets; EC to co-ordinate mobile satellite efforts; operator data to Q1 2012; market developments into early 2012.

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 Network sharing
  • 3.6 Spectrum and licence trading
  • 3.7 Other developments
    • 3.7.1 Unlicensed Mobile Access (UMA)
    • 3.7.2 Mobile VoIP
    • 3.7.3 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 Mobile Communications (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 – Mobile voice market Europe in minutes – 2000; 2005; 2010; 2012
• 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 - 2012
• Table 20 – Sony Ericsson unit sales – 2007 – 2011
• Table 21 – Sony Ericsson financial data – 2007 – 2011
• Table 22 – Motorola Mobility operating data – 2007 - 2012
• Table 23 – Mobile applications by platform – 2010
• Table 24 – Market share of popular sites by mobile application platform – 2010
• Table 25 – Principal MNOs by subscribers – 2010 - 2011
• Table 26 – Principal MNO market share by country – 2010
• Table 27 – O2 Group mobile subscribers – 2005 - 2012
• Table 28 – O2 Group turnover and EBITDA – 2007 - 2012
• Table 29 – O2 Group blended monthly ARPU – 2006 - 2012
• Table 30 – Orange Group mobile subscribers by sector – 2005 - 2012
• Table 31 – Orange Group MVNO subscribers – 2005 - 2012
• Table 32 – Orange Group mobile revenue – 2008 - 2011
• Table 33 – TIM domestic mobile subscribers – 2005 - 2012
• Table 34 – Telekom Deutschland subscribers in selected European countries – 2001 - 2012
• Table 35 – Telekom Deutschland ARPU in selected European countries – 2006 - 2012
• Table 36 – TeliaSonera Mobile subscribers – 2009 - 2012
• Table 37 – Vodafone blended ARPU (principal markets) - 2007 - 2011
• Table 38 – Vodafone subscribers (principal markets) - 2005 – 2011
• Table 39 – Vodafone voice usage - 2007 - 2011
• Table 40 – Vodafone Group revenue by sector – 2007 - 2011
• Table 41 – H3 subscribers - 2009 - 2012
• Table 42 – H3 revenue – 2009 - 2011
• Table 43 – H3 blended ARPU – 2009 - 2011
• Table 44 – 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 – Motorola Mobility operating data – 2007 – 2012
• Chart 5 – O2 Group mobile subscribers – 2005 – 2012
• Chart 6 – O2 Group turnover and EBITDA – 2007 – 2012
• Chart 7 – O2 Group blended monthly ARPU – 2006 – 2012
• Chart 8 – Telekom Deutschland subscribers in selected European countries – 2001 – 2012
• Chart 9 – Telekom Deutschland ARPU in selected European countries – 2006 – 2012
• Chart 10 – TeliaSonera Mobile subscribers – 2009 – 2012
• Chart 11 – Vodafone blended ARPU (principal markets) - 2007 – 2011
• Chart 12 – Vodafone subscribers (principal markets) - 2005 – 2011
• Chart 13 – Vodafone voice usage - 2007 – 2011
• Chart 14 – Vodafone Group revenue by sector – 2007 – 2011
• Chart 15 – H3 subscribers - 2009 – 2012

• Exhibit 1 –Roaming Regulation amendments –July 2009 - 2013
• Exhibit 2 – European 3G network sharing agreements – 2001 - 2012
• Exhibit 3 – Status of UMTS900 commercial network (3G) in Europe – 2012
• Exhibit 4 – UMTS900 commercial network operators (3G) in Europe – 2012