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.