当レポートでは、アジア24ヶ国における通信市場について調査し、各国ごとの固定回線、インターネットおよびモバイル市場における契約者数の予測を提供し、概略下記の構成でお届けいたします。
Abstract
Overview
This market report provides a series of forecasts for subscriber growth in
selected markets in Asia. The report essentially covers the fixed line,
internet and mobile subscriber market segments in 24 countries across Asia;
some additional market segments are covered for some countries. It is noted
that despite the presence of a number of sophisticated markets, Asia is in the
main a developing region. Our report has therefore focused mainly on the
developing economies of the region where the main segments of the respective
markets are more often than not in their earlier and middle subscriber growth
and development phases.
The countries covered in this report include:
Afghanistan, Azerbaijan, Bangladesh, Cambodia, China, Georgia, Hong Kong,
India, Indonesia, Japan, Kazakhstan, Kyrgyzstan, Laos, Macau, Malaysia, Nepal,
Pakistan, Philippines, South Korea, Sri Lanka, Taiwan, Thailand, Uzbekistan
and Vietnam.
Executive Summary
Asia: whilst fixed-line subscribers in general decline across region, mobile still on growth path.
Of Asia's key market segments, the mobile market still has more room to grow
as both mobile voice and data services in various forms continue to expand at
a rapid rate all through the region. In the same manner the provision of
internet access across the wider region still requires more effort to connect
people to the internet and as a consequence there are still plenty of
opportunities for growth. Although mobile broadband services are to some
extent filling the gap in this market, ultimately there will be a need for
fixed broadband services with more bandwidth. Even in the highly developed
markets of Asia, the service providers are continuing their efforts to provide
faster, more reliable internet services.
As already noted this report provides forecasts for subscriber growth across a
range of market segments. The report provides a series of what BuddeComm terms
scenario forecasts. By describing long-range scenarios we identify a band
within which we expect subscriber growth to take place. The associated text
describes what we see as the most likely growth trend within the identified
band. The actual forecasts are summarised in a series of tables presented with
the text.
Our scenario forecasting methodology applies a combination of our own
historical information, together with telecommunications sector statistics
from official and non-official, national and international sources. We assume
a possible deviation of 15-20% around this data. All statistics for GDP,
revenue, etc, are quoted in US$, in order to maintain consistency within and
between the markets. At the same time we acknowledge that this can introduce
some irregularities.
A set of sample tables are presented below, these being the actual scenario
forecasts for Bangladesh. The upper and lower scenarios forecasts are
presented for the years 2015 and 2020.
Background notes to market forecasts
Mobile markets in Asia have been experiencing strong growth during 2012 and
into 2013, despite many countries in the region already having subscriber
penetrations of over 150%. Growth across the region in mobile subscribers was
in excess of 20% overall in 2011 and was estimated to have been about 15% in
2012 to achieve a regional total of three billion mobile subscribers by year
end. This sort of growth is particularly relevant in China and India, with
their huge populations. These two countries alone account for 32% and 28%
overall market share in the Asia region respectively; or a massive 60%
combined. The Global Financial Crisis (GFC) of 2008/2009 is the sort of thing
that makes forecasting difficult. The GFC certainly caused some caution in
mobile markets across the region for a while, mainly in 2009, but; after a
pause, the momentum quickly begun to pick up again and effectively returned.
In terms of growth rates, not surprisingly it is the smaller and generally
less-developed markets that have been expanding rapidly. More recently, the
rate of growth of the mobile segment has clearly been much more subdued than
back in 2007, for example; in that year there were seven countries in Asia
with annual growth rates in their mobile markets in excess of 100%! By 2010
there were no markets with growth rates in excess of 100%. In the developing
economies, quick and easy mobile uptake has for a long time been the
preferred, and often the only, option for subscribers, given the low levels of
fixed-line deployments.
Intense competition right across the mobile markets of Asia has driven handset
prices and airtime tariffs downward, thus opening up mobile services to wider
adoption. The rate of adoption of wireless internet has started to rise with
the overall increase in mobile penetration together with networks being
progressively upgraded to next generation platforms. While 3G licensing and
the ongoing launch of 3G services in Asia has certainly been promoting the
growth of wireless data services, 3G has also been providing opportunities for
both wireless access and content providers in domestic markets. In South Asia,
in particular, more people own a mobile phone than a PC, giving the delivery
of mobile data services huge potential there.
For almost a decade now, growth in Asia's fixed voice market has generally
been ‘flattening out' and in some countries the number of subscribers
has gone into serious decline. Activity in the fixed voice market has simply
been overwhelmed and overshadowed by the frenzied activity in the energetic
and expanding mobile market. This declining trend is now clearly evident in
the overall statistics for the regional market. By 2012 the total number of
fixed services in Asia had dropped to an estimated 510 million, down from 566
million in 2007. Whilst many markets remain stable and some are even
continuing to grow, the single biggest factor in the region's overall status
is the performance of China where some 95 million fixed services have
disappeared from the national subscriber base since 2006; at the time, there
were 370 million fixed-line subscribers in the country. Most significantly,
there are no indications of this market recovering in the short to medium term.
Finally it is noted that, whilst there are broad market commonalities across
the region, there are nevertheless trends that are specific to each individual
country in Asia depending on such factors as the level of technology adoption,
level of foreign investment, the presence of government intervention and
competition, etc. For the majority of the markets, we have attempted to
address some of these issues in the notes presented with the forecasts.
Data in this report is the latest available at the time of preparation and may
not be for the current year.
Table of Contents
1. Afghanistan
- 1.1. Forecasts - fixed-line market - 2015; 2020
- 1.2. Forecasts - mobile market - 2015; 2020
- 1.3. Forecasts - internet services - 2015; 2020
2. Azerbaijan
- 2.1. Forecasts - fixed-line market - 2015; 2020
- 2.2. Forecasts - mobile market - 2015; 2020
- 2.3. Forecasts - internet services - 2015; 2020
3. Bangladesh
- 3.1. Forecasts - fixed-line market - 2015; 2020
- 3.2. Forecasts - mobile services - 2015; 2020
- 3.3. Forecasts - internet services - 2015; 2020
4. Cambodia
- 4.1. Forecasts - fixed-line market - 2015; 2020
- 4.2. Forecasts - mobile services - 2015; 2020
- 4.3. Forecasts - internet services - 2015; 2020
5. China
- 5.1. Forecast fixed-line subscribers - 2017
- 5.2. Forecast: total mobile subscribers - 2017
- 5.3. Forecast: 3G mobile subscribers - 2017
- 5.4. Forecast internet users - 2017
- 5.5. Forecast broadband subscribers - 2017
- 5.6. Forecast FttX subscribers - 2017
- 5.7. Cable TV market forecasts - 2015
- 5.8. Digital cable TV market forecasts - 2015
- 5.8.1. Forecasting methodology
6. Georgia
- 6.1. Forecasts - fixed-line subscribers - 2015; 2020
- 6.2. Forecasts - mobile subscribers - 2015; 2020
- 6.3. Forecasts - internet subscribers - 2015; 2020
7. Hong Kong
- 7.1. Forecasts - fixed line subscribers - 2017
- 7.2. Forecasts - total mobile and 3G subscribers - 2017
- 7.3. Forecasts - broadband subscribers - 2017
8. India
- 8.1. Forecasts - fixed-line services - 2015; 2020
- 8.2. Forecasts - mobile services - 2015; 2020
- 8.3. Forecasts - internet services - 2015; 2020
9. Indonesia
- 9.1. Forecasts - fixed-line market - 2015; 2020
- 9.2. Forecasts - mobile market - 2015; 2020
- 9.3. Forecasts - internet services - 2015; 2020
10. Japan
- 10.1. Forecasts - fixed line subscribers - 2018
- 10.2. Forecasts - mobile subscribers - 2017
- 10.3. Forecasts - broadband subscribers - 2017
- 10.4. Forecasts - FttX subscribers - 2017
11. Kazakhstan
- 11.1. Forecasts - fixed-line market - 2015; 2020
- 11.2. Forecasts - mobile market - 2015; 2020
- 11.3. Forecasts - internet services - 2015; 2020
12. Kyrgyzstan
- 12.1. Forecasts - fixed-line market - 2015; 2020
- 12.2. Forecasts - internet services - 2015; 2020
- 12.3. Forecasts - mobile market - 2015; 2020
13. Laos
- 13.1. Forecasts - fixed-line market - 2015; 2020
- 13.2. Forecasts - mobile services - 2015; 2020
- 13.3. Forecasts - internet services - 2015; 2020
14. Macau
- 14.1. Forecast mobile subscribers - 2017
15. Malaysia
- 15.1. Forecasts - fixed-line subscribers - 2015; 2020
- 15.2. Forecasts - mobile services - 2015; 2020
- 15.3. Forecasts - broadband internet services - 2015; 2020
16. Nepal
- 16.1. Forecasts - fixed-line market - 2015; 2020
- 16.2. Forecasts - Internet services - 2015; 2020
- 16.3. Forecasts - mobile market - 2015; 2020
17. Pakistan
- 17.1. Forecast - fixed line market - 2015; 2020
- 17.2. Forecast - mobile market - 2015; 2020
- 17.3. Forecasts - Internet market - 2015; 2020
18. Philippines
- 18.1. Forecasts - fixed-line market - 2015; 2020
- 18.2. Forecasts - mobile services - 2015; 2020
- 18.3. Forecasts - Internet services - 2015; 2020
19. South Korea
- 19.1. Forecast fixed-line subscribers - 2017
- 19.2. Forecast: Mobile subscribers - 2017
- 19.3. Forecast broadband subscribers - 2017
- 19.4. Forecast internet users - 2016
20. Sri Lanka
- 20.1. Forecasts - fixed-line market - 2015; 2020
- 20.2. Forecasts - mobile services - 2015; 2020
- 20.3. Forecasts - Internet services - 2015; 2020
21. Taiwan
- 21.1. Forecast fixed-line subscribers - 2017
- 21.2. Forecast total mobile subscribers - 2017
- 21.3. Forecast 3G mobile subscribers - 2017
- 21.4. Forecast fixed broadband subscribers - 2017
22. Thailand
- 22.1. Forecasts - fixed-line subscribers - 2015; 2020
- 22.2. Forecasts - mobile subscribers - 2015; 2020
- 22.3. Forecasts - internet subscribers - 2015; 2020
23. Uzbekistan
- 23.1. Forecasts - fixed-line market - 2015; 2020
- 23.2. Forecasts - mobile market - 2015; 2020
- 23.3. Forecasts - internet services - 2015; 2020
24. Vietnam
- 24.1. Forecasts - fixed-line market - 2015; 2020
- 24.2. Forecasts - mobile services - 2015; 2020
- 24.3. Forecasts - internet services - 2015; 2020
List of Tables:
- Table 1 - Afghanistan - Forecast fixed-line subscribers - 2015; 2020
- Table 2 - Forecast mobile subscribers - 2015; 2020
- Table 3 - Forecast internet subscribers - 2015; 2020
- Table 4 - Azerbaijan - Forecast fixed-line subscribers - 2015; 2020
- Table 5 - Forecast mobile subscribers - 2015; 2020
- Table 6 - Forecast Internet subscribers - 2015; 2020
- Table 7 - Bangladesh - Forecast fixed line subscribers - 2015; 2020
- Table 8 - Forecast mobile subscribers - 2015; 2020
- Table 9 - Forecast fixed internet subscribers - 2015; 2020
- Table 10 - Cambodia - Forecast fixed-line growth - 2015; 2020
- Table 11 - Forecast mobile subscriber growth - 2015; 2020
- Table 12 - Forecast internet subscriber growth - 2015; 2020
- Table 13 - China - Forecast fixed-line subscribers and penetration - lower
band - 2012 - 2013; 2017
- Table 14 - Forecast fixed-line subscribers and penetration - higher band -
2012 - 2013; 2017
- Table 15 - Forecast mobile subscribers and penetration lower band forecast
- 2012 - 2013; 2017
- Table 16 - Forecast mobile subscribers and penetration higher band
forecast - 2012 - 2013; 2017
- Table 17 - Forecast 3G mobile subscribers and share of mobile market -
2012 - 2013, 2017
- Table 18 - Forecast internet users and penetration - lower band: 2011 -
2012; 2017
- Table 19 - Forecast internet users and penetration - higher band - 2011 -
2012; 2017
- Table 20 - Forecast broadband subscribers and population penetration -
lower band: 2012 - 2013; 2017
- Table 21 - Forecast broadband subscribers and household penetration -
higher band: 2012 - 2013; 2017
- Table 22 - Forecast FttX subscribers and penetration - 2010 - 2012, 2017
- Table 23 - Forecast cable TV subscribers and household penetration - 2012
- 2013; 2015
- Table 24 - Forecast digital cable TV subscribers and percentage of cable
TV subscribers - 2012 - 2013; 2015
- Table 25 - Georgia - Forecast fixed line subscribers - 2015; 2020
- Table 26 - Forecast mobile subscribers - 2015; 2020
- Table 27 - Forecast internet subscribers - 2015; 2020
- Table 28 - Hong Kong - Forecast fixed-line subscribers and penetration -
higher band - 2011 - 2013; 2017
- Table 29 - Forecast fixed-line subscribers and penetration - lower band -
2011 - 2013; 2017
- Table 30 - Forecast mobile subscribers and penetration higher band
forecast - 2012 - 2013; 2017
- Table 31 - Forecast mobile subscribers and penetration lower band forecast
- 2012 - 2013; 2017
- Table 32 - Forecast broadband subscribers and penetration - higher band:
2012 - 2013; 2017
- Table 33 - Forecast broadband subscribers and penetration - lower band:
2012 - 2013; 2017
- Table 34 - India - Forecast fixed line subscribers and penetration rates -
2015; 2020
- Table 35 - Forecast mobile subscribers - 2015; 2020
- Table 36 - Forecast internet subscribers - 2015; 2020
- Table 37 - Indonesia - Forecast of fixed line subscribers and penetration
rates - 2015; 2020
- Table 38 - Forecast of mobile subscribers and penetration rates - 2015;
2020
- Table 39 - Forecast of Internet subscribers and penetration rates - 2015;
2020
- Table 40 - Japan - Forecast fixed line subscribers and penetration - lower
band: 2013-2014; 2018
- Table 41 - Forecast fixed line subscribers and penetration - higher band:
2013-2014; 2018
- Table 42 - Forecast mobile subscribers and penetration lower band forecast
- 2012 - 2013; 2017
- Table 43 - Forecast mobile subscribers and penetration higher band
forecast - 2012 - 2013; 2017
- Table 44 - Forecast broadband subscribers and penetration - lower band:
2012-2013; 2017
- Table 45 - Forecast broadband subscribers and penetration - higher band:
2012-2013; 2017
- Table 46 - Forecast FttX subscribers and penetration - lower band:
2012-2013; 2017
- Table 47 - Forecast FttX subscribers and penetration - higher band:
2012-2012; 2017
- Table 48 - Kazakhstan - Forecast fixed line subscribers and penetration
rates - 2015; 2020
- Table 49 - Forecast mobile subscribers and penetration rates - 2015; 2020
- Table 50 - Forecast internet subscribers and penetration rates - 2015; 2020
- Table 51 - Kyrgyzstan - Forecast fixed line subscribers and penetration
rates - 2015; 2020
- Table 52 - Forecast internet subscribers and penetration rates - 2015; 2020
- Table 53 - Forecast mobile subscribers and penetration rates - 2015; 2020
- Table 54 - Laos - Forecast fixed line subscribers and penetration rates -
2015; 2020
- Table 55 - Forecast mobile subscribers - 2015; 2020
- Table 56 - Forecast internet subscribers - 2015; 2020
- Table 57 - Macau - Forecast mobile subscribers and penetration - higher
band: 2012 - 2013; 2017
- Table 58 - Forecast mobile subscribers and penetration - lower band: 2012
- 2013; 2017
- Table 59 - Malaysia - Forecast fixed-line subscribers - 2015; 2020
- Table 60 - Forecast mobile subscribers - 2015; 2020
- Table 61 - Forecast broadband internet subscribers - 2015; 2020
- Table 62 - Nepal - Forecast fixed line subscribers - 2015; 2020
- Table 63 - Forecast fixed internet subscribers - 2015; 2020
- Table 64 - Forecast mobile subscribers - 2015; 2020
- Table 65 - Pakistan - Forecast fixed line subscribers - 2015; 2020
- Table 66 - Forecast mobile subscribers - 2015; 2020
- Table 67 - Forecast internet subscribers - 2015; 2020
- Table 68 - Philippines - Forecast fixed line subscribers - 2015; 2020
- Table 69 - Forecast mobile subscribers - 2015; 2020
- Table 70 - Forecast Internet subscribers - 2015; 2020
- Table 71 - South Korea - Forecast fixed-line subscribers and penetration -
higher band: 2012 - 2013; 2017
- Table 72 - Forecast fixed-line subscribers and penetration - lower band:
2012 - 2013; 2017
- Table 73 - Forecast mobile subscribers and penetration lower band forecast
- 2011 - 2012; 2017
- Table 74 - Forecast mobile subscribers and penetration higher band
forecast - 2011 - 2012; 2017
- Table 75 - Forecast broadband subscribers and penetration - higher band:
2012 - 2013; 2017
- Table 76 - Forecast broadband subscribers and penetration - lower band:
2012 - 2013; 2017
- Table 77 - Forecast internet users and penetration - higher band: 2012 -
2013; 2017
- Table 78 - Forecast internet users and penetration - lower band: 2012 -
2013; 2017
- Table 79 - Sri Lanka - Forecast fixed line subscribers and penetration
rate - 2015; 2020
- Table 80 - Forecast mobile subscribers and penetration rate - 2015; 2020
- Table 81 - Forecast internet subscribers and penetration rate - 2015; 2020
- Table 82 - Taiwan - Forecast fixed line subscribers and penetration -
higher band: 2011 - 2012; 2017
- Table 83 - Forecast fixed line subscribers and penetration - lower band:
2011 - 2012; 2017
- Table 84 - Taiwan - Forecast mobile subscribers and penetration - lower
band: 2011 - 2012; 2017
- Table 85 - Taiwan - Forecast mobile subscribers and penetration - higher
band: 2011 - 2012; 2017
- Table 86 - Taiwan - Forecast 3G mobile subscribers and penetration - lower
band: 2011 - 2012; 2017
- Table 87 - Taiwan - Forecast 3G mobile subscribers and penetration -
higher band: 2011 - 2012; 2017
- Table 88 - Taiwan - Forecast fixed broadband subscribers and penetration -
lower band: 2011 - 2012; 2017
- Table 89 - Taiwan - Forecast fixed broadband subscribers and penetration -
higher band: 2011 - 2012; 2017
- Table 90 - Thailand - Forecast fixed-line subscribers and penetration rate
- 2015; 2020
- Table 91 - Forecast mobile subscribers and penetration rate -2015; 2020
- Table 92 - Forecast internet subscribers and penetration rate - 2015; 2020
- Table 93 - Uzbekistan - Forecast fixed-line subscribers and penetration
rates - 2015; 2020
- Table 94 - Forecast mobile subscribers and penetration rates - 2015; 2020
- Table 95 - Forecast internet subscribers - 2015; 2020
- Table 96 - Vietnam - Forecast fixed line subscribers and penetration rates
- 2015; 2020
- Table 97 - Forecast mobile subscribers and penetration rates - 2015; 2020
- Table 98 - Forecast internet subscribers and penetration rates - 2015; 2020