France - Mobile Data Market Insights - 3G, 4G and Forecasts

Synopsis

The French mobile data market is one of the largest in Europe, being an increasingly important part of the overall market as consumers take up a variety of data services. Most investment from the three 3G network operators during the last two years has focussed on upgrading networks to provide HSPA and thus provide sufficient capacity to exploit consumer use of mobile data services. These numerous services have become more popular following the introduction of unlimited data offerings and the cheaper and more widespread availability of capable handsets. This report provides key statistics on the French mobile data market, including the growth of mobile data services such as SMS/MMS and mobile TV, and the status of network infrastructure such as HSPA and LTE. In the report we also provide an analysis on the major players and their strategies in an increasingly competitive market, as well as 3G and mobile TV forecasts to 2015.

Key developments:

Mobile data market revenue showing steady growth; MNO m-commerce platform Buyster takes shape; SMS use shows 34% annual increase to Q4 2011; SFR to launch LTE in 2013, aiming for 88% HSPA+ coverage at 21Mb/s by end-2012; Orange and Bouygues Telecom planning LTE launches; first stage in 4G licence auction brings in €936 million; TDF abandons DVB-H for B2M; regulator’s market data to end-2011; operator data to end-2011; market developments into 2012.

Companies covered in this report include:

Orange, SFR, Free Mobile, Bouygues Telecom, Canal+.

Table of Contents

• 1. Synopsis
• 2. Overview of France’s mobile data services market
• 3. Mobile technologies
  • 3.1 Third Generation (3G) mobile
    • 3.1.1 Awards 2001
    • 3.1.2 Award 2010
  • 3.2 Spectrum allocations
  • 3.3 790-862MHz
  • 3.4 900MHz
  • 3.5 2.6GHz
  • 3.6 Network sharing
• 4. Mobile Messaging
  • 4.1 Short Message Service (SMS)
  • 4.2 Multimedia Messaging Service (MMS)
• 5. Mobile data services
  • 5.1 General Packet Radio Services (GPRS)
  • 5.2 High-Speed Packet Access (HSPA)
    • 5.2.1 Orange
    • 5.2.2 Société Française du Radiotéléphone (SFR)
    • 5.2.3 Bouygues Telecom
  • 5.3 High-Speed Uplink Packet Access (HSUPA)
  • 5.4 Long-term Evolution (LTE)
    • 5.4.1 Bouygues Telecom
    • 5.4.2 SFR
    • 5.4.3 Orange
  • 5.5 iPhone
  • 5.6 Android
  • 5.7 Enhanced Data for GSM Evolution (EDGE)
  • 5.8 i-mode
  • 5.9 Vodafone 360
  • 5.10 Application stores
  • 5.11 Femtocells
  • 5.12 Mobile TV
    • 5.12.1 Trials
    • 5.12.2 Licensing
    • 5.12.3 DVB-SH
    • 5.12.4 Orange
    • 5.12.5 SFR
    • 5.12.6 Canal+
• 6. Mobile content and applications
  • 6.1 Location based services
  • 6.2 Near Field Communication (NFC)
  • 6.3 Mobile satellite services
  • 6.4 Mobile VoIP
• 7. Forecasts
  • 7.1 Forecasts – UMTS subscribers to 2015
  • 7.2 Forecasts – Mobile TV subscribers to 2015
  • 7.3 Notes on scenario forecasts
• 8. Related reports

• Table 1 – Data market revenue – 2002 - 2013
• Table 2 – Data as proportion of mobile service revenue – 2004 – 2013
• Table 3 – Mobile services revenues annual change – Q3 2010 – Q3 2011
• Table 4 – Mobile services revenues by sector – 2007 - 2011
• Table 5 – 3G coverage and base stations – Feb 2011
• Table 6 – Active 3G subscribers and annual change – 2007 - 2012
• Table 7 – Annual growth of active 3G subscribers – 2007 - 2013
• Table 8 – 2.6GHz spectrum results – Sep 2011
• Table 9 – SMS traffic volume (national) – 2004 - 2012
• Table 10 – Annual SMS volume – 2003 - 2013
• Table 11 – SMS user market growth (national) – 2002 - 2012
• Table 12 – Mobile multimedia users (metropolitan) – 2004 – 2013
• Table 13 – Annual MMS volume – 2000 - 2012
• Table 14 – Mobile data traffic – 2008 - 2013
• Table 15 – Orange mobile broadband subscribers – 2004 - 2011
• Table 16 – Orange mobile subscribers (France) – 2005 - 2011
• Table 17 – Orange voice and data ARPU (Q4) – 2005 – 2011
• Table 18 – Orange data revenue as % of total – 2005 - 2011
• Table 19 – Orange mobile consumer revenue – 2005 - 2011
• Table 20 – SFR mobile revenue – 2004 - 2011
• Table 21 – SFR annualised mobile ARPU – 2005 - 2011
• Table 22 – SFR subscribers – 2006 - 2011
• Table 23 – Forecast UMTS subscriber growth – 2010 - 2015
• Table 24 – Forecast mobile TV subscribers – 2010 - 2015

• Chart 1– Data market revenue – 2003 – 2013
• Chart 2 – Active 3G subscribers and annual change – 2007 - 2012
• Chart 3 – Quarterly SMS traffic volume; SMS/user/month (national) – 2004 - 2012
• Chart 4 – Mobile multimedia users (metropolitan) – 2004 – 2013
• Chart 5 – Orange mobile subscribers (France) – 2005 – 2011
• Chart 6 – Orange voice and data ARPU (Q4) – 2005 – 2012
• Chart 7 – SFR revenue – 2005 - 2011
• Chart 8 – SFR subscribers – 2006 - 2011

• Exhibit 1 – Operators GPRS and GPRS/WiFi launch dates