Spain - Mobile Market Insights, Statistics and Forecasts

Synopsis

Spain has one of the largest mobile markets in Europe, with effective competition from four MNOs and a growing number of resellers. Competition among players, together with regulated roaming and MTRs, has driven down the cost of mobile calls by 35% since 2005. The 3G market has also seen great changes, including the launch of services from Yoigo and the release of 900MHz frequencies for 3G services, as well as growing investment in network upgrades to support LTE and HSPA+ technologies. This report provides statistics and research on the Spanish mobile market in 2011, including an assessment of regulatory issues, a profile of the major providers, and an analysis of mobile data services such as SMS, MMS, i-mode, HSPA, LTE and mobile TV. Selected market mobile forecasts until 2015 are analysed.

Key developments:

Mobile revenue falls 3.7% in Q3 2011; rise in number portability places pressure on operators; 4G licences in the 800MHz and 2.6GHz band raise €1.65 billion; regulator proposes 80% cuts in MTRs to 2014; regulator launches investigation into wholesale SMS and MMS charges; regulator’s 2010 annual market data and updates for Q3 2011 and to November 2011; operator data to Q3 2011.

Companies covered in this report include:

Movistar, Orange, Vodafone, Lebara, Lycamobile.

Table of Contents

• 1. Synopsis
• 2. Overview of Spain’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 Network sharing
    • 3.1.2 Spectrum trading
    • 3.1.3 Licence auction 2005
    • 3.1.4 900MHz
    • 3.1.5 790-862MHz
    • 3.1.6 800MHz
    • 3.1.7 2.6GHz
  • 3.2 Roaming
  • 3.3 Mobile number portability
  • 3.4 Mobile termination rates (MTRs)
• 4. Mobile technologies
  • 4.1 Digital
  • 4.2 Third Generation (3G) mobile
    • 5. Major mobile operators
      • 5.1 Movistar
      • 5.2 Vodafone
      • 5.3 Orange
      • 5.4 MVNOs
    • 6. Mobile voice services
      • 6.1 Prepaid
    • 7. Mobile messaging
      • 7.1.1 Short Message Service (SMS)
      • 7.1.2 Multimedia Messaging Service (MMS)
      • 8. Mobile data services
      • 8.2 General Packet Radio Service (GPRS)
      • 8.3 Enhanced data for GSM Evolution (EDGE)
      • 8.4 Push-to-Talk (PTT)
      • 8.5 High-Speed Packet Access (HSPA)
        • 8.5.1 Movistar
        • 8.5.2 Vodafone
        • 8.5.3 Orange
      • 8.6 Long-Term Evolution (LTE)
      • 8.7 Femtocells
      • 8.8 Mobile TV
        • 8.8.1 Movistar
        • 8.8.2 Vodafone
        • 8.8.3 Orange
        • 8.8.4 Sogecable (Prisa)
    • 9. Mobile content and applications
      • 9.1.1 Content cooperation
      • 9.1.2 Near Field Communications (NFC)
      • 10. Forecasts
      • 10.2 Forecasts – mobile ARPU 2005-2011; 2015
      • 10.3 Forecasts – UMTS subscribers 2006-2011; 2015
      • 10.4 Notes on scenario forecasts
    • 11. Related reports
    • Table 1 – Mobile market revenue – 2000 - 2012
    • Table 2 – Mobile traffic prepaid and contract in minutes – 2000 - 2012
    • Table 3 – Mobile market revenue by sector – 2006 - 2011
    • Table 4 – Mobile market revenue by contract and prepaid sectors – 2000 - 2011
    • Table 5 – Mobile market revenue by operator – 2006 - 2010
    • Table 6 – Mobile operators, subscribers and annual change – Sep 2011
    • Table 7 – Mobile subscribers by operator (regulator data) – 2006 - 2011
    • Table 8 – Mobile subscribers and penetration rate – 1997; 1999 - 2011
    • Table 9 – Mobile price index, prepaid, contract – 2005 - 2011
    • Table 10 – Cost per invoiced minute of use: contract, prepaid; all operators – 2001 - 2011
    • Table 11 – Subscriber market share by operator – 2004 - 2011
    • Table 12 – Roaming revenue – 2006 - 2010
    • Table 13 – European roaming charges – 2007 - 2012
    • Table 14 – Cumulative mobile number portings – 2002 - 2011
    • Table 15 – Mobile termination rates by operator – 2007 - 2012
    • Table 16 – Mobile termination rates by operator (proposed) – 2012 - 2014
    • Table 17 – Mobile interconnection revenue – 2003 - 2011
    • Table 18 – GSM/GPRS and 3G base stations – 2002 - 2011
    • Table 19 – Orange UMTS subscribers – 2007 - 2011
    • Table 20 – Yoigo subscribers – 2007 - 2011
    • Table 21 – Yoigo financial data – 2008 - 2011
    • Table 22 – Movistar mobile subscribers – 2005 - 2011
    • Table 23 – Movistar ARPU – 2005 - 2010
    • Table 24 – Movistar financial data – 2006 - 2011
    • Table 25 – Vodafone revenue by type – 2007 - 2011
    • Table 26 – Vodafone prepaid and data revenue statistics – 2006 - 2011
    • Table 27 – Vodafone mobile subscribers and traffic statistics – 2006 - 2011
    • Table 28 – Vodafone ARPU – 2006 - 2011
    • Table 29 – Vodafone Spain customer churn – 2007 - 2011
    • Table 30 – Vodafone mobile customer retention cost – 2007 - 2011
    • Table 31 – Orange mobile subscribers prepaid and contract – 2005 - 2011
    • Table 32 – Orange mobile revenue – 2006 - 2011
    • Table 33 – Orange annualised ARPU by sector – 2005 - 2011
    • Table 34 – Orange mobile customer acquisition costs – 2007 - 2011
    • Table 35 – Orange customer churn – 2007 - 2011
    • Table 36 – MVNO subscriber market share – 2008 - 2012
    • Table 37 – Mobile subscribers: prepaid, contract – 2006 - 2010
    • Table 38 – Proportion of subscribers by operator: prepaid, contract – 2010 - 2011
    • Table 39 – SMS revenue and messages sent – 2006 - 2011
    • Table 40 – Premium SMS revenue and messages sent – 2005 - 2010
    • Table 41 – MMS revenue and messages sent – 2004 - 2011
    • Table 42 – Mobile data revenue – 2007 - 2012
    • Table 43 – Mobile datacards per UMTS and HSPA – 2006 - 2011
    • Table 44 – HSPA subscribers – 2006 - 2011
    • Table 45 – Mobile TV subscribers by operator – 2008 - 2011
    • Table 46 – Mobile TV revenue – 2007 - 2011
    • Table 47 – Forecast mobile monthly ARPU – 2005 - 2011; 2015
    • Table 48 – Forecast UMTS subscribers – 2006 - 2011; 2015
    • Chart 1 – Mobile traffic prepaid and contract in minutes – 2000 - 2012
    • Chart 2 – Mobile market revenue by sector – 2006 - 2011
    • Chart 3 – Mobile market revenue by contract and prepaid sectors – 2000 - 2011
    • Chart 4 – Mobile subscribers and penetration rate – 1997; 1999 - 2012
    • Chart 5 – Cost per invoiced minute of use: contract, prepaid; all operators – 2001 - 2011
    • Chart 6 – Yoigo subscribers – 2007 - 2011
    • Chart 7 – Yoigo financial data – 2008 - 2011
    • Chart 8 – Movistar mobile subscribers – 2005 - 2011
    • Chart 9 – Movistar ARPU – 2005 - 2011
    • Chart 10 – Vodafone revenue by type – 2007 - 2011
    • Chart 11 – Vodafone mobile subscribers and traffic statistics – 2006 - 2011
    • Chart 12 – Orange mobile subscribers prepaid and contract – 2005 - 2011
    • Chart 13 – Orange annualised ARPU by sector – 2005 - 2011
    • Chart 14 – Mobile subscribers: prepaid, contract – 2006 - 2010
    • Chart 15 – SMS revenue and messages sent – 2006 - 2011
    • Chart 16 – MMS revenue and messages sent – 2004 - 2011
    • Chart 17 – Mobile datacards per UMTS and HSPA – 2006 - 2011
    • Chart 18 – Mobile TV subscribers by operator – 2008 - 2011
    • Exhibit 1 – 3G licence results in Spain – March 2000
    • Exhibit 2 – Overview of spectrum allocations – 2011