Poland - Mobile Market Insights and Statistics

Synopsis

Poland possesses a well developed mobile market with high mobile-ownership levels although penetration levels suggest multiple SIM card ownership. A number of mobile network operators offer services along with a number of mobile virtual network operators. The relative high number of mobile network operators suggests consolidation will eventually occur as seen in other markets. Average Revenue per User levels have stabilised after falling in recent years due to retail tariff competition, regulatory mandated reductions in mobile termination rates and take up of mobile services by lower spending consumer segments of the market. 3G networks have been launched and coverage is expanding to support delivery of mobile broadband and content. This report offers a concise overview of Poland’s mobile market, providing profiles of the major operators, covering regulatory and market developments and offering a wealth of statistics.

Key developments:

Polkomtel sold for €4.56 billion; SMS use grows 7% in 2010; T-Mobile and Orange Poland network sharing joint venture, NetWorkS!, approved by the Office of Competition and Consumer Protection; PTC rebrands as T-Mobile Poland; regulator announces 2012 tender for LTE in the 2.50-2.57GHz and 2.62-2.69GHz bands; Cyfrowy Polsat launches LTE offer; Orange expands mobile wallet offering to Poland; regulator signs 800MHz usage agreement with Ukraine; Cyfrowy Polsat buys the mobile TV platform operator Info TV-FM; Polkomtel paunches LTE with 22% population coverage; regulator eases cuts in MTR in exchange for network investment; regulator’s 2010 market data; operator data to September 2011.

Companies covered in this report include:

PTK Centertel, Polkomtel, T-Mobile, P4/Play, Centernet, Mobyland.

Table of Contents

• 1. Synopsis
• 2. Mobile communications
  • 2.1 Overview of Poland’s mobile market
    • 2.1.1 Mobile statistics
  • 2.2 Regulatory issues
    • 2.2.1 GSM licences
    • 2.2.2 Third Generation licences awarded
    • 2.2.3 Fourth GSM licence/fourth 3G licence auction
    • 2.2.4 800MHz spectrum
    • 2.2.5 Mobile Number Portability (MNP)
    • 2.2.6 Mobile termination rates (MTRs)
    • 2.2.7 Roaming
    • 2.2.8 Network sharing
  • 2.3 Mobile technologies
    • 2.3.1 Digital
    • 2.3.2 Third Generation mobile
    • 2.3.3 Fourth Generation mobile
  • 2.4 Major mobile operators
    • 2.4.1 PTK Centertel/Orange
    • 2.4.2 Polkomtel/Plus GSM
    • 2.4.3 T-Mobile
    • 2.4.4 Centernet
    • 2.4.5 Mobyland
    • 2.4.6 Mobile Virtual Network Operators (MVNOs)
  • 2.5 Mobile voice services
    • 2.5.1 Prepaid cards
• 3. Mobile Messaging
  • 3.1 Short Message Service (SMS)
  • 3.2 Mobile data services
    • 3.2.1 General Packet Radio Service (GPRS)
    • 3.2.2 Enhanced Data for GSM Evolution (EDGE)
    • 3.2.3 High Speed Packet Access (HSPA)
    • 3.2.4 Long-term Evolution (LTE)
    • 3.2.5 Mobile TV
  • 3.3 Mobile content and applications
• 4. Related reports

• Table 1 – Mobile market revenue – 2009 - 2012
• Table 2 – Mobile subscribers and penetration rate – 1995 - 2012
• Table 3 – Mobile market share of revenue by operator – 2009 - 2010
• Table 4 – Mobile market share of subscribers by operator – 2009 - 2010
• Table 5 – Mobile market traffic and annual change – 2009 - 2012
• Table 6 – Mobile number portings – 2010 – 2011
• Table 7 – Retail roaming charges, voice, SMS, data – 2010, 2012 - 2015
• Table 8 – Roaming traffic (voice, SMS, data) – 2007 - 2010
• Table 9 – Orange mobile revenue – 2010 - 2011
• Table 10 – Orange subscribers – 2007 - 2011
• Table 11 – Orange total monthly ARPU and MOU – 2008 - 2011
• Table 12 – Orange data ARPU share – 2008 - 2011
• Table 13 – Polkomtel subscribers – 2009 - 2010
• Table 14 – Polkomtel financial data – 2009 - 2011
• Table 15 – Polkomtel annualised ARPU – 2008 - 2009
• Table 16 – T-Mobile subscribers – 2007 - 2011
• Table 17 – T-Mobile financial data – 2005 - 2011
• Table 18 – T-Mobile ARPU and churn – 2005 - 2011
• Table 19 – Ratio of prepaid to postpaid subscribers – 2003 - 2010
• Table 20 – Orange prepaid subscribers – 2003 - 2011
• Table 21 – T-Mobile prepaid subscribers – 2005 - 2011
• Table 22 – Polkomtel prepaid subscribers – 2005 - 2010
• Table 23 – SMS messages sent and annual growth– 2006 - 2012
• Table 24 – MMS messages sent and annual growth– 2006 - 2012
• Table 25 – Mobile data traffic– 2008 - 2012

• Chart 1 – Mobile subscribers and penetration rate – 2000 – 2012
• Chart 2 – Orange subscribers – 2007 – 2011
• Chart 3 – Orange total monthly ARPU and MOU – 2008 – 2011
• Chart 4 – Polkomtel subscribers – 2009 – 2010
• Chart 5 – Polkomtel financial data – 2009 – 2011
• Chart 6 – T-Mobile financial data – 2005 – 2011

• Exhibit 1 – 2G spectrum awarded in Poland