Portugal - Mobile Market Insights, Statistics and Forecasts

Synopsis

Portugal’s mobile market is served by a triopoly of MNOs, the incumbent’s TMN, Vodafone and Optimus. Mobile penetration is above the EU average, while growth has been supported through the popularity of using multiple SIMs. All operators have launched 3G services and have invested in HSPA and LTE upgrades, while TMN was the first to launch commercial LTE services, in early 2012. The MVNO market remains undeveloped, though network operators have their own low-cost brands and a range of offers tied to commercial enterprises, such as clubs, providing bespoke calling rates. This report profiles Portugal’s mobile market, providing statistics on network operators, a review of the key regulatory issues, a snapshot of the consumer market, and an analysis of mobile data services such as SMS, Push-to-Talk and mobile TV.

Key developments:

Late-2011 multi-band spectrum auction raises €372 million; LTE trials underway across Portugal; TMN launches LTE with 90% population coverage expected by end-2012; mobile data reaches 45TB in 2011; financial constraints putting pressure on consumer spend for high-end telecom services to 2013; regulator’s market data to Q4 2011; operator financial and operational data to end-2011; market developments into 2012.

Companies covered include:

TMN, Optimus, Vodafone, ZON Multimedia.

Table of Contents

• 1. Synopsis
• 2. Overview of Portugal’s mobile market
  • 2.1 Mobile statistics
    • 2.1.1 Operator market shares
• 3. Regulatory issues
  • 3.1 Spectrum regulations and spectrum auctions
    • 3.1.1 GSM licence renewal
    • 3.1.2 3G
    • 3.1.3 3G at 900MHz
    • 3.1.4 450MHz
    • 3.1.5 3.4GHz
    • 3.1.6 2.6GHz and 800MHz
  • 3.2 Roaming
    • 3.2.1 Data roaming
  • 3.3 Mobile number portability (MNP)
  • 3.4 Mobile termination rates (MTRs)
  • 3.5 Network sharing
• 4. Mobile technologies
  • 4.1 Digital
  • 4.2 Third Generation (3G) mobile
• 5. Major mobile operators
  • 5.1 TMN
  • 5.2 Vodafone
  • 5.3 Optimus
  • 5.4 OniWay exits the market
  • 5.5 Mobile Virtual Network Operators (MVNOs)
• 6. Mobile voice services
  • 6.1 Prepaid
  • 6.2 Fixed-mobile convergence (FMC)
• 7. Mobile Messaging
  • 7.1 Short Message Service (SMS)
  • 7.2 Multimedia Messaging Service (MMS)
• 8. Mobile data services
  • 8.1 General Packet Radio Service (GPRS)
  • 8.2 Push-to-Talk (PTT)
  • 8.3 High-Speed Packet Access (HSPA)
  • 8.4 Evolved HSPA (HSPA+)
  • 8.5 High-Speed Uplink Packet Access (HSUPA)
  • 8.6 Long-term evolution (LTE)
  • 8.7 Mobile TV
  • 8.8 TETRA (TErrestrial Trunked RAdio)
  • 8.9 Mobile content and applications
    • 8.9.1 Location-based services
    • 8.9.2 Other developments
• 9. Forecasts
  • 9.1 Forecasts – UMTS subscribers – 2009 - 2012; 2015
  • 9.2 Forecasts – mobile ARPU – 2005 - 2012; 2015
  • 9.3 Notes on scenario forecasts
• 10. Related reports

• Table 1 – Mobile operators, subscribers and annual change – 2011
• Table 2 – Mobile subscribers and SIM penetration rate (regulator data) – 1999 - 2013
• Table 3 – Mobile operators’ market share – 2004 - 2011
• Table 4 – 3 G subscribers by type – 2009 - 2012
• Table 5 – Multiband auction results – 2012
• Table 6 – Roaming in call traffic volume and messages – 2003 - 2011
• Table 7 – European roaming charges – 2007 - 2011
• Table 8 – Cumulative ported mobile numbers – 2004 - 2010
• Table 9 – MTRs – 2009 - 2012
• Table 10 – 3G video calls and traffic data – 2007 - 2011
• Table 11 – 3G subscribers – 2007 - 2012
• Table 12 – TMN ARPU and data percentage – 2006 - 2011
• Table 13 – TMN subscribers – 2006 - 2011
• Table 14 – TMN financial data – 2006 - 2011
• Table 15 – TMN mobile revenue – 2010 - 2011
• Table 16 – Vodafone Portugal subscribers – 2006 - 2011
• Table 17 – Vodafone Portugal subscribers, proportion prepaid – 2006 - 2011
• Table 18 – Vodafone monthly ARPU: prepaid, contract and blended – 2005 - 2011
• Table 19 – Vodafone financial data – 2007 - 2011
• Table 20 – Optimus mobile subscribers – 2003 - 2011
• Table 21 – Optimus operational statistics – 2006 - 2011
• Table 22 – Optimus EBITDA, capex – 2006 - 2011
• Table 23 – Optimus revenue by type – 2006 - 2011
• Table 24 – Mobile prepaid subscribers, proportion prepaid – 2003 - 2011
• Table 25 – SMS messages sent annually and annual change – 2004 - 2011
• Table 26 – MMS sessions – 2007 - 2012
• Table 27 – MMS messages sent – 2010 - 2012
• Table 28 – Mobile internet sessions and traffic – 2007 - 2011
• Table 29 – Mobile TV sessions and traffic – 2010 - 2011
• Table 30 – Mobile TV subscribers – 2010 - 2011
• Table 31 – Forecast UMTS subscribers – 2009 - 2012; 2015
• Table 32 – Forecast monthly mobile ARPU – 2005 - 2012; 2015

• Chart 1 – Mobile subscribers and SIM penetration rate (regulator data) – 1999 - 2013
• Chart 2 – Mobile operators’ market share – 2004 - 2011
• Chart 3 – Roaming in call traffic volume and messages – 2003 - 2011
• Chart 4 – 3G video calls and traffic data – 2007 - 2011
• Chart 5 – 3G subscribers – 2007 - 2012
• Chart 6 – TMN financial data – 2006 - 2011
• Chart 7 – Vodafone monthly ARPU: prepaid, contract and blended – 2005 - 2011
• Chart 8 – Vodafone financial data (year to Mar) – 2007 - 2011
• Chart 9 – Optimus EBITDA, capex – 2006 – 2011
• Chart 10 – Optimus revenue by type – 2006 – 2011
• Chart 11 – Mobile prepaid subscribers, proportion prepaid – 2003 – 2011
• Chart 12 – SMS messages sent annually and annual change – 2004 – 2011
• Chart 13 – Mobile Internet sessions and traffic – 2007 – 2011