Virus impact over each market - telecom operators, government agencies and regulators' responses - revised forecasts for the next 5 years.
Last updated: 3 Sep 2007 Update History
Report Status: Archived
Report Pages: 130
Analyst: Stephen McNamara
This report provides high-level strategic analysis and forecasts of the mobile communication markets, as well as profiles on the key players in that market. It identifies business opportunities, points out the hype and the pitfalls, and will be of assistance in making the right business decisions.
Mobile communications is still a huge telecommunications powerhouse. The premium prices that the industry can charge are generating an ongoing flood of revenue into the industry. Furthermore, large parts of the 2G infrastructure have been written off and the spectrum on which these services are built has also long been written off. No wonder the industry have been so to move to the next stage, where, like what happened in the fixed network, revenues will come from mobility applications. For more information, see chapter 1.1.1, page 1.
But 3G is now making serious progress with more than 4 million users, led by Telstra’s Next G network. However, in general they obviously still want to milk their 2G revenues for as long as possible. Let’s be honest – it doesn’t matter if a call is made on a 2G or a 3G network (or SMSs, for that matter), and these, combined, still account for well over 90% of mobile revenues. Data traffic both over the 2G and 3G networks is currently going thought the roof, fuelled by the capped price plans. For more information, see chapter 7, page 76.
Both in 2G and 3G the players remain the same: Telstra, Optus, Vodafone and Hutchison. Telstra is still leading the market, thanks to a very conservative strategy. They still have not introduced capped voice plans. Optus’ revenues have been severely affected by the competition of 2005/06. Vodafone and Hutchison have been leading the competition, but Vodafone remains a marginal operation and there is continued speculation about the future of the Australian operation. For a long time Hutchison has been the only 3G operator; however it is now facing increased competition and has lost its leading position to Telstra. Belatedly Optus is now rushing into 3G with an $800 million investment in a regional network. For more information, see chapters 1.3, page 5, chapter 1.4, page 12 and chapter 2.1, page 24.
The growth in prepaid has slowed down. The players are attempting to rein in the advance of too much competition, which around the world is manifested in large numbers of customers moving to prepaid services. The lack of a similar development in Australia indicates that the level of competition is maintained and controlled by the happy ‘quadropoly’. For more information, see chapter 3, page 42.
Data in this report is the latest available at the time of preparation and may not be for the current year.
Paul, Many thanks for your inputs yesterday. You provided a compelling different perspective to our traditional infrastructure focus and this is valuable for our future planning. I also had very favourable feedback from our participants on your involvement.
Stephen Negus, Aurecon
BuddeComm's strategic business reports contain a combination of both primary and secondary research statistics, analyses written by our senior analysts supported by a network of experts, industry contacts and researchers from around the world as well as our own scenario forecasts.
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