|
1. | THE MARKET IN 2007 |
1.1 | Industry trends |
1.1.1 | The mobile market – in 2007 |
1.1.2 | Less than 5% of users on 3G |
1.1.3 | Who wants to pay for mobile TV? |
1.1.4 | Telstra is simply transferring customers |
1.1.5 | Lack of corporate interest |
1.1.6 | Nothing will happen before 4G |
1.1.7 | Protecting the lucrative voice business |
1.1.8 | Municipality networks could undermine mobile |
1.2 | Analysis |
1.2.1 | Mobile industry heading up a dead-end street |
1.3 | Revenue overview |
1.3.1 | The market in 2007 |
1.3.2 | Revenue statistics by operator and annual growth |
1.3.3 | Market shares by operator |
1.3.4 | Average Revenue per User (ARPU) |
1.4 | Subscriber statistics |
1.4.1 | Mobile subscriber overview |
1.4.2 | Business market |
1.4.3 | Residential market trends |
1.4.4 | Residential market surveys |
2. | MAJOR PLAYERS |
2.1 | Network operators |
2.1.1 | The initial analogue operators |
2.1.2 | 2G operators |
2.1.3 | 3G |
2.2 | SPs & resellers |
2.2.1 | Overview |
2.2.2 | Resellers on the Telstra network |
2.2.3 | Resellers on the Optus network |
2.2.4 | Resellers on the Vodafone network |
2.3 | MVNOs |
2.3.1 | Definition |
2.3.2 | Introduction |
2.3.3 | MVNO initiatives from Optus |
2.3.4 | dingo blue first to unbundle handsets (post mortem) |
2.3.5 | Virgin Mobile (post mortem) |
2.3.6 | Macquarie Telecom |
2.3.7 | CommodiTel |
2.3.8 | M2: Optus wholesaler |
2.3.9 | Analysis of MVNO developments |
2.3.10 | Retail operators |
2.4 | Retail market |
2.4.1 | The Industry in 2007 |
2.4.2 | Overview of the dealer market – 2007 |
2.4.3 | Retailer market analysis – update 2007 |
2.4.4 | Key retail operators |
2.4.5 | Retail outlets carriers |
3. | PREPAID MARKET |
3.1 | Prepaid slowing down - 2007 |
3.2 | Introduction |
3.3 | Developments and issues |
3.3.1 | Customer demand |
3.3.2 | Prepaid now well established |
3.3.3 | How competition changed the market (history) |
3.3.4 | Trends towards user-power |
3.3.5 | Prepaid Electronic Payment Services |
3.3.6 | Handset subsidies |
3.3.7 | Fast moving consumer goods |
3.4 | Market statistics |
3.4.1 | Overview |
3.4.2 | Market revenues |
3.5 | Business models |
3.5.1 | Card and PIN |
3.6 | Major players |
3.6.1 | Telecorp |
4. | ELECTRONIC PAYMENTS |
4.1 | Introduction |
4.2 | Market forecasts |
4.2.1 | Mobile prepaid |
4.2.2 | Calling cards |
4.3 | Market overview |
4.3.1 | Retail outlets |
4.3.2 | Card and PIN |
4.4 | Recharge models |
4.4.1 | Automatic Teller Machines (ATMs) |
4.4.2 | Electronic Funds Transfer Point of Sale (EFTPOS) |
4.4.3 | Integration onto POS PC screens |
4.4.4 | Telephone |
4.5 | Trends and developments |
4.5.1 | New electronic recharge cards |
4.5.2 | New markets |
4.6 | Revenue overview |
4.7 | Major players |
4.7.1 | e-pay Australia |
4.7.2 | Bill Express Limited |
5. | KEY DEVELOPMENTS IN THE MOBILE MARKET |
5.1 | Substitution |
5.1.1 | Introduction |
5.1.2 | Substitution starts to move |
5.1.3 | Forecasts |
5.1.4 | Fixed and mobile telephone is converging |
5.2 | Capped prices |
5.2.1 | Kick-starting competition |
5.2.2 | Vodafone pushing for growth |
5.2.3 | Optus fights back |
5.2.4 | Telstra |
5.2.5 | Market analysis – 2006 |
5.3 | Fixed Mobile Conversion |
5.3.1 | Incentives to converge |
5.3.2 | FCT regulatory issues |
5.3.3 | Telstra corporate FMC trial |
6. | MOBILE INFRASTRUCTURE |
6.1 | Trends and developments |
6.1.1 | How many mobile networks is too many? |
6.1.2 | Mobile structural separation |
6.1.3 | Mobile phone infrastructure code improved by ACMA |
6.1.4 | Network sharing – an obvious step in the right direction |
6.1.5 | Sharing announcement 2 |
6.2 | GSM infrastructure providers |
6.2.1 | Telstra MobileNet |
6.2.2 | Optus Mobile |
6.2.3 | Vodafone Australia |
6.3 | Other networks |
6.3.1 | Cocos (Keeling) Islands |
6.3.2 | Norfolk Island |
6.3.3 | Christmas Island |
6.4 | Code Division Multiple Access (CDMA) networks |
6.4.1 | Telstra |
6.4.2 | Hutchison – Orange |
6.5 | 3G Infrastructure |
6.6 | Telstra Vehicle Access Network |
6.7 | IP Multimedia Subsystem (IMS) |
6.7.1 | Introduction |
6.7.2 | Partnership to promote IMS technology |
6.7.3 | Market Analysis |
6.8 | Mobile sites infrastructure |
6.8.1 | Overview |
6.8.2 | Crown Castle |
6.8.3 | Vertical Telecoms (Vertel) |
6.8.4 | Entire Network Solutions |
6.8.5 | Deployment of Radiocommunications Infrastructure Code |
6.8.6 | Court limits carrier’s powers and immunities |
7. | 3G MARKET |
7.1 | Market overview |
7.1.1 | The tough new world of 3G |
7.1.2 | Business modelling |
7.2 | Statistical overview |
7.3 | Market and industry analyses |
7.3.1 | WiMAX for 4G |
7.3.2 | Increased awareness of 3G – but …. |
7.3.3 | Discount war drives down 3G ARPU |
7.3.4 | 3G mobile data |
7.3.5 | Analysis of Australia’s first 3G launch |
7.4 | Industry developments |
7.4.1 | 3G auctions |
8. | SPECTRUM DEVELOPMENTS |
8.1 | New innovative spectrum direction |
8.1.1 | Introduction and analysis |
8.1.2 | Wireless explosion requires a rethink |
8.1.3 | ACMA’s innovative spectrum plans |
8.1.4 | Spectrum harmonisation |
8.2 | Follow up developments and analyses |
8.2.1 | Shame on you, wireless industry |
8.2.2 | Monopoly or shared national asset? |
9. | MOBILE SATELLITE SERVICES |
9.1 | Introduction |
9.2 | Subscriber statistics |
9.3 | Mobile Satellite Service Band Plan |
9.4 | Mobile satellite phone subsidies |
9.4.1 | Extension scheme from 2006 |
9.5 | Telstra’s networks |
9.5.1 | Inmarsat and maritime communications |
9.5.2 | Iterra (VSATs) |
9.5.3 | Iridium Satellite LLC |
9.6 | MobileSat – Optus |
9.7 | Globalstar |
9.8 | QuikTrak |
9.9 | FedSat – Australia’s own LEO |
9.10 | Global positioning system |
10. | HANDSET MARKET |
10.1 | Handset market in mid-2007 |
10.2 | Market overview |
10.2.1 | Trends in mobile handsets |
10.2.2 | Replacement market |
10.3 | Handset sales statistics |
10.4 | Handset costs |
10.5 | Key players in Australia |
10.6 | Market surveys |
10.6.1 | Mobile Phone Lifestyle Survey – 2006 |
10.6.2 | Mobile handset survey – 2005 |
10.6.3 | Mobile phones targeted by viruses |
10.7 | Market analysis – handset subsidies |
10.7.1 | Unsustainable handset subsidies |
10.7.2 | Several attempts to do away with subsidies |
10.7.3 | Reintroduction forced by competition (2003) |
10.8 | User demographics – 1998; 2000 |
11. | GLOSSARY OF ABBREVIATIONS |
|
Exhibit 1 – Mobile carriers and their key resellers |
Exhibit 2 – Boost Tel |
Exhibit 3 – MVNO models |
Exhibit 4 – MVNO opportunities |
Exhibit 5 – Crazy John’s billing problems |
Exhibit 6 – Paul Budde’s case study from 2G to Next G |
Exhibit 7 – Mobile Satellite Services |
Exhibit 8 – Key customer considerations |
|
Table 1 – Total mobile services market revenue and annual growth – 1993 - 2010* |
Table 2 – Mobile services market revenue per major operator – 1993 - 2008* |
Table 3 – Annual growth of mobile services market per major operator – 1994 - 2008* |
Table 4 – Mobile services revenue market share per major operator – 1997 - 2008* |
Table 5 – Average ARPU ($ per month) across all operators – 1993 - 2008 |
Table 6 – Blended ARPU ($ per month) by operator – 2003 - 2007 |
Table 7 – Blended ARPU by operator – annual growth – 2004 - 2007 |
Table 8 – Historical blended ARPU ($ per month) by operator – 1998 - 2002 |
Table 9 – Telstra prepaid, postpaid ARPU per month – 2004 - 2007 |
Table 10 – Telstra ARPU per month by network type – 2006 - 2007 |
Table 11 – Optus prepaid, postpaid and blended ARPU per month – 2004 - 2007 |
Table 12 – Vodafone prepaid, postpaid and blended ARPU per month – 2004 - 2007 |
Table 13 – Hutchison ARPU per month – 2004 - 2006 |
Table 14 – Hutchison 3G ARPU per month and annual change – December 2006 |
Table 15 – Hutchinson non-voice ARPU per month – 2004 - 2006 |
Table 16 – Mobile market subscribers, penetration and annual growth – 1986 - 2010** |
Table 17 – Mobile subscribers by carrier – 1993 - 2008* |
Table 18 - Mobile subscribers by 3G network operator - 2003 - 2008 |
Table 19 – Annual growth rate of mobile subscribers by carrier – 1993 - 2008* |
Table 20 – Telstra – mobile subscribers by 2G/3G and annual change – 2006 - 2007 |
Table 21 – Telstra – mobile subscribers by prepaid/postpaid and annual change – 2006 - 2007 |
Table 22 – Telstra – wholesale subscribers by CDMA/GSM and annual change – 2006 - 2007 |
Table 23 – Mobile subscriber market share (%) by carrier – 1993 - 2008* |
Table 24 – Revenue market share per market segment (corporate, SME, residential) – 1994 - 2007 |
Table 25 – GSM origination/termination revenue – 2001 - 2005 |
Table 26 – GSM origination/termination minutes of usage – 2001 - 2005 |
Table 27 – Distribution channels – 2006 |
Table 28 – Leading retailer outlets – 2006 |
Table 29 – Prepaid customers – 1998 - 2003 |
Table 30 – Market revenues prepaid – 1997 - 2007 |
Table 31 – Market share electronic payments of total prepaid – 2002 - 2009 |
Table 32 – Electronic payment market revenues – 2005 |
Table 33 – Electronic payment market revenues – 2007 |
Table 34 – Major electronic payment providers and their market share |
Table 35 – Substitution forecasts – 2004 - 2010 |
Table 36 – Terrestrial mobile network coverage – 2002; 2006 |
Table 37 – Number of base stations by operator – 2007 |
Table 38 - Mobile subscribers by 3G network operator - 2003 - 2008 |
Table 39 - 2G, 3G ARPU per month comparison - 2006 - 2010 |
Table 40 – Mobile phone shipments – 2005 - 2007 |
Table 41 – 2006 Handset sales by technology |
Table 42 – Average 2G mobile phone cost – 1986; 1993; 1998 - 2000; 2006 |
Table 43 – Mobile handset supplier market shares (digital) – 1999; 2001; 2003; 2005 - 2006 |
Table 44 – Mobile phones by family type – 1998; 2000 |
Table 45 – Mobile phones by household income – 1998; 2000 |
Table 46 – Mobile phones by state – 1998; 2000 |
Table 47 – Mobile phones metro versus regional – 1998; 2000 |
|