This report provides high-level strategic overviews, analyses and forecasts in both fixed and wireless telecommunication markets and key new services in the emerging digital economy. It identifies business opportunities, points out the hype and the pitfalls, and will be of assistance in making the right business decisions. Key topics include:
· Investing in the Communications Revolution;
· Strategies for the Digital Economy;
· Analysis of the National Broadband Plan;
· Analysis of the Major Market Players;
· Industry Competition and Consumer Issues;
· Revenue Statistics & Forecasting to 2010 by Provider & Service;
· Revenue Forecast and Analysis to 2018;
· FttH and FttN Industry Analyses;
· Wireless broadband Statistics and Forecasts;
· Mobile Data Forecasts and
Researchers:- Phil Harpur, Paul Budde
Current publication date:- October 2008 (6th Edition)
Next publication date:- October 2009
Globally the focus of telecommunications infrastructure has shifted towards FttH. In
Recent regulatory changes have also seen the ACCC putting its emphasis on facilities-based competition (ULL and DSLAMs) rather than on resale. This further undermines the position of not just the smaller ISPs, but also of the larger ISPs, like Primus and AAPT, which have significant numbers of resale customers. Further consolidation will be needed, especially in relation to those players with large resale customer bases. The acquisition of
Without a genuine participation from Telstra in the execution of the National Broadband Plan, any government investment would be wasted as Telstra refuses to participate in the process. Instead it has opted for a highly focused and successful campaign to delay any new form of competition. Without firm government action the currently announced delays in the NBN process will become enduring.
The Australian Government is well aware of the importance of e-government and has shown leadership in developing online services. The benefits of e-government applications can include cutting costs and improving processes and information flow, but one of its primary aims is to improve customer service for citizens.
There is a great deal of discussion going on about mobile data, wireless broadband and mobile media, but the reality is that mobile voice and SMS still generate 90% of mobile revenues. Full-blown, end-to-end IP-based wireless broadband infrastructure will not be in place until 2012-2015. So the changeover, especially over the next few years, will remain rather slow, with an initial change starting perhaps later in 2009 when Optus has its nationwide 3G HSDPA network in place.
Nevertheless we are seeing a real explosion in mobile wireless broadband. People are starting to take up an extra subscription one for voice one for data. This will continue for a while before we see more combined offerings.
In a ‘voice’ sense, the additional value of VoIP could lie in developing further innovations linked to the social, value-added experience of certain voice calls – in cases where delayed communication is problematic because the quality of the event/experience outweighs the actual cost of the call. Broadband is now dominating the fixed-line market, and voice (VoIP) will play a key role in broadband, where it will also be linked with video communication.
It appears that WiMAX has now well and truly lost the battle to the 3G operators. The mobile wireless broadband market is now booming. This will leave any future WiMAX operators to develop in niche markets only. By 2018 only 10% of mobile revenues will come from mobile voice; furthermore, that will be based on VoIP.
· Telstra’s long term infrastructure strategy will move towards FttH, at least for metropolitan areas. New fibre is rolled out day by day deeper into the network and thus closer to end user premises.
· At the same time the incumbent has its NGN well and truly underway. While the transformation may not be achieved within the projected three to five years it is absolutely critical to Telstra.
· Music services remains a key growth market, with the music industry rapidly developing a whole range of new music services – both real tones and full track.
· Video-based services are the largest new addition to the mobile content industry – both downloads (Girls and Goals) and uploads – (blogging apps). This market is set for rapid growth over this period – both via MMS and direct video call type services.
· Increased competition in the mobile market will see stronger competition in mobile data packages which will result in more consumers using their mobile devices to download their emails and to surf the Internet. This will see an explosion in the number of mobile Internet services that will be made available tailor-made to mobile users (small screens).
· The Internet and associated Web 2.0 technologies has also further broadened the quality and possibilities for remote education and the ‘virtual classroom.’
· E-health is rapidly shaping up as one of the key killer apps on the truly high-speed broadband networks. The cost of this, however, is enormous and we simply can no longer afford to finance these huge advances through the public health systems.
· The government’s smart meter project has been delayed. This needs to be changed so that utilities will be encouraged to invest in smart grids rather than smart meters.
· Internet media companies such as Google, News Corp, Fairfax Digital and Yahoo! are just some of the leaders taking advantage of this with the introduction of new services and applications. This revival of the Internet has also led in part to the re-emergence of the Internet economy, and more specifically, e-commerce.
Data in this report is the latest available at the time of preparation and may not be for the current year.
Table of Contents
Mobile & Wireless Broadband and Media
Mobile Communications (voice and infrastructure)
Regulations & Government Policies
Strategies & Analyses (Industry & Markets)
Number of pages 160
Last updated 1 Oct 2008
Analyst: Stephen McNamara
As you know, I have resigned from the Labor Ministry and have decided not to re-contest the seat of Charlton at the next election – both for personal reasons.
Before leaving Parliament, I particularly wish to record my thanks to you for your generous and constructive participation in the deliberations that generated significant economic policy reforms for the Australian community. Continuous economic transformation is a key challenge that faces all Governments.
The development of sound public policy should always be contestable. Ultimately, good and equitable outcomes are not concessions to any particular interest group, but the careful balancing of interests to create the greatest possible benefit for the nation. You have contributed to that, and I sincerely thank you for it.
Greg Combet, Former Minister for Climate Change, Industry and Innovation
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A selection of downloadable samples from our Annual Publications catalogue.