Cambodia, Laos and Myanmar Telecommunications
発行: Fitch Solutions, Inc.
ページ情報: 英文 75 Pages
Key View:Mobile market competition across the three markets covered in this report remains strong, with almost all operators relying exclusively on price in order to generate subscription growth. In Cambodia and Myanmar, this has resulted in significant levels of multi-SIM ownership, as subscribers use the services of multiple providers in order to take advantage of preferential intra- network calling tariffs, or periodic promotions. This has led to a significant inflation in the balance sheets of operators, skewing the true levels of revenue-generating subscriptions. Nonetheless, periodic SIM deactivations- such as the one required by the government in Myanmar in July 2020 - has resulted in an erosion of the subscription numbers of operators there. In Laos, the mobile market is far less developed, with growth prospects remaining somewhat weak owing to slow growth in disposable incomes and sustained underinvestment into both mobile and fixed networks. In Myanmar, the focus remains on the development of new, higher-margin value-added services, such as OTT video, while in Cambodia, we expect consolidation to remain a strong possibility, despite recent efforts by the regulator there to revoke licenses and spectrum from inactive or ineffective operators.