Australia - Telecoms Market moving into 2013

Synopsis

Telstra has done exceptionally well during 2011 and 2012 and seems set to continue this into 2013. Optus has been holding on, but needs to come up with new innovations to make further progress. The hope for Vodafone is that 2013 will see an end to its troubles and that it will be able to turn the corner and start reclaiming its position in the market. The second-tier market is making gains in broadband and they are stepping up IPTV and other OTT activities, which will then be bundled into their other product offerings. Although overall revenues often fall in the bundled market it generally maintains a higher ARPU. Further consolidation is expected in 2013.

It has become clear that OTT is ‘the new normal’ for the telecoms industry – with the emerging all-IP networks telecoms services are basically moving to new business models. These services are seen as a threat by the traditional telcos and so far they have been unable to deliver a competitive response. The more likely scenario is that the telcos will remain in the access space and will offer wholesale services to the OTT and apps providers, as well as to a growing number of companies and sectors that are relying on the digital economy. Services here include data centres, cloud computing, data storage, content delivery and other value-added infrastructure services.

Mobile and fixed infrastructure will increasingly merge and in the end a fibre-based network will support hundreds of thousands of smaller and larger mobile stations delivering services to end-users. It is estimated that mobile capacity needs to grow a thousandfold over the next decade to cope with customer demand.

This report explores and analyses the opportunities and the threats that the various trends and developments in the telecommunications market pose to the sector, and to the industry transformation that BuddeComm believes is required for the future.

Key developments:

FttH, DSL, M2M developments, fixed-broadband downloads set to increase, Internet of Things, Cloud Computing, Data centres, IP, the growth of Big Data, OTT, VoIP, IPTV, smart TV, mobile broadband, heterogeneous networks, WiFi, MIMO, small cells supplying greater areas, ONT, POI, smart grids, HFC, HDTV, telemetry, RFID, FMC, 4G.

Companied covered in this report include:

Telstra, Optus, iiNet, TPG, OTT companies, ACCC, NBN Co, Vodafone.

Table of Contents

  • 1. Synopsis
  • 2. Telecoms a vibrant and changing industry
  • 3. Telco industry remains under pressure
  • 4. Business models for telcos in an OTT world
    • 4.1 The changing nature of the network market
    • 4.2 Networks critical for social and economic development
    • 4.3 Higher level values are moving elsewhere
    • 4.4 Where are the opportunities for the telcos?
  • 5. Infrastructure
    • 5.1 The end of the line for PSTN and HFC networks
    • 5.2 Open systems lead to ‘economies of scope’
    • 5.3 The gigabyte household needs FttH access
  • 6. Broadband is essential for social and economic development
  • 7. The National Broadband Network
    • 7.1 The business opportunities of the POIs
    • 7.2 The NBN and the opportunity for ‘virtual’ players
  • 8. The Internet Monopoly
    • 8.1 The all-powerful social network sites
    • 8.2 Lack of a permission-based approach
    • 8.3 Customer experience
    • 8.4 The internet of things
    • 8.5 Users have no control over their own data
    • 8.6 Heaven for data-miners
    • 8.7 USA-dominated control
    • 8.8 Call for better internet governance
    • 8.9 Reluctance from social networks to come to the party
    • 8.10 Vulnerable user groups
    • 8.11 Technological solutions
    • 8.12 Conclusion
  • 9. Trans-sector regulation
    • 9.1 Regulations need to be rewritten
    • 9.2 Fibre-to-the-Home (FttH) will change telecom models
    • 9.3 Utilities-based regulation
    • 9.4 Removing blockages
  • 10. Digital Media
    • 10.1 IPTV slow but steady progress
    • 10.2 Smart connected TVs and online streaming
  • 11. Value added infrastructure services
    • 11.1 Do we need infrastructure-based competition?
    • 11.2 Shifting clouds
    • 11.3 The IT complexity of cloud computing
    • 11.4 M2M growth market for the industry
    • 11.5 The compelling business of M2M and Big Data
  • 12. Mobile market - infrastructure running out of steam
    • 12.1 Capacity requirements will be 1000x by 2020
    • 12.2 Fixed Mobile Conversion (FMC)
    • 12.3 Small cell networks
    • 12.4 Heterogeneous networks
    • 12.5 Muddling along
    • 12.6 Mobile competition starts to bite in Australia
    • 12.7 Is network sharing the answer
  • 13. Related reports

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Strategies & Analyses (Industry & Markets)

Number of pages 28

Status Archived

Last updated 23 Oct 2012
Update History

Analyst: Paul Budde

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Paul owns and manages the world's largest online Telecommunications Consultancy and is very active on the international telecommunication scene. A very hard worker who is extremely well informed and well connected with all tiers of the ICT industry. He is the force behind the NBN project implementation and a catalyst for the progress of the Digital Economy between the Industry and the powers that be, in the government

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