株式会社グローバルインフォメーション
TEL: 044-952-0102
市場調査レポート

先進アジア太平洋地域の通信市場の動向と予測

Developed Asia-Pacific Telecoms Market: Trends and Forecasts 2018-2023

発行 Analysys Mason 商品コード 298561
出版日 ページ情報 英文 46 slides
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=111.53円で換算しております。
Back to Top
先進アジア太平洋地域の通信市場の動向と予測 Developed Asia-Pacific Telecoms Market: Trends and Forecasts 2018-2023
出版日: 2019年02月15日 ページ情報: 英文 46 slides
概要

当レポートでは、先進のアジア太平洋 (DVAP) 地域における通信市場について調査分析し、5ヶ年予測のほか、動向、促進要因、予測の前提条件、オペレーター戦略の概要、国別のトピックなど、体系的な情報を提供しています。

調査内容

  • 180以上の主要モバイル・有線KPIの5カ年予測:主要7カ国
  • 市場動向・成長推進因子・予測影響因子の分析
  • オペレーター各社の戦略概要・国別トピックス
  • まとめ・提言など

調査対象国

  • オーストラリア
  • 香港
  • 日本
  • ニュージーランド
  • シンガポール
  • 韓国
  • 台湾

調査対象KPIの例

  • 接続数
    • モバイル
      • 端末・モバイルブロードバンド・IoT
      • プリペイド・契約ベース
      • 2G・3G・4G・5G
      • スマートフォン・非スマートフォン
    • 有線
      • 音声・ブロードバンド・IPTV・ダイアルアップ
      • ナローバンド音声・VoBB
      • DSL・FTTH/B・ケーブル・BFWA・5G・その他
  • 収益
    • モバイル
      • サービス・リテール
      • プリペイド・契約ベース
      • 端末・モバイルブロードバンド・IoT
      • 端末音声・メッセージング・データ
    • 有線
      • サービス・リテール
      • 音声・ブロードバンド・IPTV・ダイアルアップ・BNS
      • DSL・FTTH/B・ケーブル・BFWA・その他
  • 音声トラフィック
    • 有線 & モバイル
      • 発信時間・MoU
  • ARPU
    • モバイル
      • SIM・端末
      • プリペイド・契約ベース
      • 端末音声・データ
目次

"Growth in mobile handset and fixed broadband retail revenue will be modest in the DVAP region over the forecast period."

Technological developments, a good economic outlook and high GDP per capita in developed Asia-Pacific (DVAP) will result in revenue growth in almost all service segments apart from traditional voice services. In this report, we examine key trends and drivers, and provide comprehensive telecoms market forecasts for the region and for seven individually modelled countries.

This report and associated data annex provide:

  • a 5-year forecast of more than 180 mobile and fixed KPIs for the DVAP region as a whole and for seven key countries
  • an in-depth analysis of the trends, drivers and forecast assumptions for each type of mobile and fixed service, and for key countries
  • an overview of operator strategies and country-specific topics, in order to highlight similarities and differences by means of a cross-country comparison
  • a summary of results, key implications and recommendations for mobile and fixed operators.

COVERAGE:

Geographical coverageKey performance indicators

Region modelled

  • Developed Asia-Pacific (DVAP)

Countries modelled individually

  • Australia
  • Hong Kong
  • Japan
  • New Zealand
  • Singapore
  • South Korea
  • Taiwan

Connections

Mobile

  • Handset, mobile broadband, IoT
  • Prepaid, contract
  • 2G, 3G, 4G, 5G
  • Smartphone, non-smartphone

Fixed

  • Voice, broadband, IPTV, dial-up
  • Narrowband voice, VoBB
  • DSL, FTTP/B, cable, BFWA, 5G, other

Fixed and mobile voice traffic

  • Outgoing minutes, MoU

Revenue

Mobile

  • Service, retail
  • Prepaid, contract
  • Handset, mobile broadband, IoT
  • Handset voice, messaging, data

Fixed

  • Service, retail
  • Voice, broadband, IPTV, dial-up, business services
  • DSL, FTTP/B, cable, BFWA, other

Mobile ARPU

  • SIMs, handset
  • Prepaid, contract
  • Handset voice, data

Table of Contents

  • 9. Executive summary and recommendations
  • 10. The total telecoms retail revenue in developed Asia-Pacific will grow steadily in all segments apart from traditional voice
  • 11. The overall retail revenue growth rate in the region will be low; Japan, New Zealand and South Korea will see the most growth
  • 12. Geographical coverage: by 2023. the 4G/5G and NGA share of connections will approach 100% in most DVAP countries
  • 13. Key trends, drivers and assumptions for the mobile and fixed markets
  • 14. Key recommendations for telecoms operators
  • 15. Regional forecasts and cross-country comparison
  • 16. Market context: operators in developed Asia-Pacific benefit from a relatively high GDO per capita, which drivers retail spending on telecommunications services
  • 17. Key mergers, acquisitions, and market entries
  • 18. Key drivers at a glance for each developed Asia-Pacific market
  • 19. Market overview: mobile data will drive revenue growth in DVAP; fixed broadband revenue will not offset declining fixed voice revenue
  • 20. Mobile: 99.5% of mobile connections in DVAP will use 4G or 5G in 2023
  • 21. Mobile: the demand for data services will help to reduce ARPU declines
  • 22. Mobile: 5G roll-out plans are gathering pace while operators are aiming to capitalise on opportunities in the IoT segment
  • 23. Fixed: the vast majority of households in DVAP will use NGA broadband connections by 2023
  • 24. Fixed: increasing competition in New Zealand will result in a rapid increase in fixed broadband household penetration and will contribute to ASPU declines
  • 25. Fixed: the fixed market in DVAP is very competitive and operators will focus on consumer experience and churn reduction
  • 26. Business services: growth in the business service segment in DVAP will slow down
  • 27. IoT: the automotive and smart building segments will generate a significant share of IoT revenue by 2023
  • 28. Pay TV: traditional pay-TV revenue growth will be slow as markets are saturated and OTT competition is growing quickly
  • 29. Individual country forecasts
  • 30. Australia: fixed broadband revenue growth will be faster than the revenue growth in the mobile handset segment
  • 31. Australia: the number of high-speed broadband connections is increasing quickly as the roll-out of NBN gathers pace
  • 32. Australia: competition in both fixed and mobile market segments will intensify, resulting in a slight decline in total telecoms revenue by 2023
  • 33. Australia: forecast changes
  • 34. Hong Kong: IoT will account for the overwhelming majority of new connections, but its impact on revenue will remain negligible
  • 35. Hong Kong: FTTP/B will continue to be the key broadband access technology
  • 36. Hong Kong: competition in the fixed broadband segment has declined and the mobile segment is now following suit
  • 37. Hong Kong: forecast changes
  • 38. Japan: the number of mobile IoT connections will grow rapidly, while handset penetration will remain relatively stable
  • 39. Japan: the number of FBB connections will increase due to continued fibre take-up; revenue will grow at a CAGR of 2% up to 2023
  • 40. Japan: operators ate placing a focus on churn reduction strategies across the fixed and mobile sectors
  • 41. Japan: forecast changes
  • 42. New Zealand: fixed services revenue will remain almost flat due to strong competition in the fixed broadband market
  • 43. New Zealand: MNOs are focused on migrating subscribers from prepaid to contract plans
  • 44. New Zealand: unlimited mobile data plans were launched in 2017
  • 45. New Zealand: forecast changes
  • 46. Singapore: mobile service revenue will decline at a CAGR of 0.5% between 2018 and 2023
  • 47. Singapore: the number of DSL and cable connections will drop to O by the end of 2019
  • 48. Singapore: the mobile market is experiencing structural changes and a fourth MNO will enter the market in 2019
  • 49. Singapore: forecast changes
  • 50. South Korea: telecoms revenue will increase modestly, largely thanks to growth in mobile data and fixed broadband revenue
  • 51. South Korea: South Korea will have the highest share of 5G mobile connections in the DVAP region in 2023
  • 52. South Korea: MNOs plan to launch consumer 5G offers in 2019; 10Gbps broadband services were launched in 4Q 2018
  • 53. South Korea: forecast changes
  • 54. Taiwan: service revenue in both fixed and mobile segments will decline mildly due to saturated markets and stiff competition
  • 55. Taiwan: rapid growth in mobile data usage and strong 5G take-up will not prevent the continued decline in mobile ARPU
  • 56. Taiwan: the prevalence of unlimited mobile data packages will dampen revenue growth in both the fixed and mobile segments
  • 57. Taiwan: forecast changes
  • 58. Methodology
  • 59. Our forecast model is supported by sound market knowledge
  • 60. Examples of forecast input drivers
  • 61. Key drivers at a glance table: methodology [1]
  • 62. Key drivers at a glance table: methodology [2]
  • 63. About the authors ad Analysys Mason
  • 64. About the authors
  • 65. Analysys Mason's consulting and research are uniquely positioned
  • 66. Research from Analysys Mason
  • 67. Consulting from Analysys Mason

List of figures

  • Figure 1: Telecoms and pay-TV retail revenue by type and total service revenue, developed Asia-Pacific, 2013-2023
  • Figure 2: Growth in telecoms retail revenue and nominal GDP by country, developed Asia-Pacific, 2013-2023
  • Figure 3: 4G/5G share of mobile connections and NGA share of fixed broadband connections by country, developed Asia-Pacific, 2017 and 20231
  • Figure 4: Summary of key trends, drivers and assumptions for developed Asia-Pacific
  • Figure 5: Metrics for the seven countries modelled individually in developed Asia-Pacific, 2017
  • Figure 6: Recent and upcoming market structure changes in developed Asia-Pacific
  • Figure 7: Major forecast drivers: current situation (2017) and future trajectory (2018-2023), by country, developed Asia-Pacific
  • Figure 8: Total Fixed and mobile telecoms service revenue, developed Asia-Pacific (USD billion), 2013-2023
  • Figure 9: Mobile connections by type, developed Asia-Pacific (million), 2013-2023
  • Figure 10: Telecoms retail revenue and growth rate by service type, developed Asia-Pacific, 2013-2023
  • Figure 11: Fixed connections by type, developed Asia-Pacific (million), 2013-2023
  • Figure 12: Mobile connections by generation, developed Asia-Pacific (million), 2013-2023
  • Figure 13: Mobile ARPU by type, developed Asia-Pacific (USD per month), 2013-2023
  • Figure 14: Contact share of mobile connections (excluding IoT), developed Asia-Pacific, 2013-2023
  • Figure 15: Mobile data traffic per connection, developed Asia-Pacific (MB per month), 2013-2023
  • Figure 16: Mobile penetration by country, developed Asia-Pacific, 2013-2023
  • Figure 17: Mobile ARPU by country, developed Asia-Pacific, 2013-2023
  • Figure 18: Broadband connections by technology, developed Asia-Pacific (million), 2013-2023
  • Figure 19: Fixed retail revenue by service, developed Asia-Pacific, 2013-2023
  • Figure 20: NGA broadband household penetration and NGA share of broadband connections, developed Asia-Pacific, 2013-2023
  • Figure 21: Fixed Internet traffic per broadband connection, developed Asia-Pacific (GB per month), 2013-2023
  • Figure 22: Fixed broadband household penetration by country, developed Asia-Pacific, 2013-2023
  • Figure 23: Fixed broadband access ASPU by country, developed Asia-Pacific, 2013-2023
  • Figure 24: Total market revenue from business services, developed Asia-Pacific, 2013-2023
  • Figure 25: Total IoT value chain revenue by sector, developed Asia-Pacific, 2013-2023
  • Figure 26: Retail revenue from pay-TV, developed Asia-Pacific, 2013-2023
  • Figure 27: Total fixed and mobile telecoms service revenue, Australia (AUD billion), 2013-2023
  • Figure 28: Mobile connections by type, Australia (million), 2013-2023
  • Figure 29: Telecoms retail revenue and growth rate by service type, Australia, 2013-2023
  • Figure 30: Fixed connections by type, Australia (million), 2013-2023
  • Figure 31: 4G, 5G and contract share of mobile connections, Australia, 2013-2023
  • Figure 32: Mobile ARPU, fixed voice ASPU and fixed broadband ASPU, Australia (AUD per month), 2013-2023
  • Figure 33: Mobile data traffic per connection, Australia (MB per month), 2013-2023
  • Figure 34: Broadband connections by technology, Australia (million), 2013-2023
  • Figure 35: Total telecoms service revenue - current and previous forecasts, Australia, 2013-2023
  • Figure 36: Total fixed and mobile telecoms service revenue, Hong Kong, 2013-2023
  • Figure 37: Mobile connections by type, Hong Kog (million), 2013-2023
  • Figure 38: Telecoms retail revenue and growth rate by service type, Hong Kong, 2013-2023
  • Figure 39: Fixed connections by type, Hong Kong (million), 2013-2023
  • Figure 40: 4G, 5G and contract share of mobile connections, Hong Kog, 2013-2023
  • Figure 41: Mobile ARPU, fixed voice ASPU and fixed broadband ASPU, Hong Kong (HKD per month), 2013-2023
  • Figure 42: Mobile data traffic per connection, Hong Kong (MB per month), 2013-2023
  • Figure 43: Broadband connections by technology, Hong Kong (million), 2013-2023
  • Figure 44: Total telecom service revenue - current and previous forecasts, Hong Kong, 2013-2023
  • Figure 45: Total fixed and mobile telecoms service revenue, Japan (JPY trillion), 2013-2023
  • Figure 46: Mobile connections by type, Japan (million), 2013-2023
  • Figure 47: Telecoms retail revenue and growth rate by service type, Japan, 2013-2023
  • Figure 48: Fixed connections by type, Japan (million), 2013-2023
  • Figure 49: 4G, 5G and contract share of mobile connections, Japan, 2013-2023
  • Figure 50: Mobile ARPU, fixed voice ASPU and fixed broadband ASPU, Japan (JPY per month), 2013-2023
  • Figure 51: Mobile data traffic per connection, Japan (MB per month), 2013-2023
  • Figure 52: Broadband connections by technology, Japan (million), 2013-2023
  • Figure 53: Total telecoms service revenue - current and previous forecasts, Japan, 2013-2023
  • Figure 54: Total fixed and mobile telecoms service revenue, New Zealand (New ZealandD billion ), 2013-2023
  • Figure 55: Mobile connections by type, New Zealand (million), 2013-2023
  • Figure 56: Telecoms retail revenue and growth rate by service type, New Zealand, 2013-2023
  • Figure 57: Fixed connections by type, New Zealand (million), 2013-2023
  • Figure 58: 4G, 5G and contract share of mobile connections, New Zealand, 2013-2023
  • Figure 59: Mobile ARPU, fixed voice ASPU and fixed broadband ASPU, New Zealand (New ZealandD per month), 2013-2023
  • Figure 60: Mobile data traffic per connection, New Zealand (MB per month), 2013-2023
  • Figure 61: Broadband connections by technology, New Zealand (million), 2013-2023
  • Figure 62: Total Telecoms service revenue - current and previous forecasts, New Zealand, 2013-2023
  • Figure 63: Total fixed and mobile telecoms service revenue, Singapore (SGD billion), 2013-2023
  • Figure 64: Mobile connections by type, Singapore (million), 2013-2023
  • Figure 65: Telecoms retail revenue and growth rate by service type, Singapore, 2013-2023
  • Figure 66: Fixed connections by type, Singapore (million), 2013-2023
  • Figure 67: 4G, 5G and contract share of mobile connections, Singapore, 2013-2023
  • Figure 68: Mobile ARPU, fixed voice ASPU and fixed broadband ASPU, Singapore (SGD per month), 2013-2023
  • Figure 69: Mobile data traffic per connection, Singapore (MB per month), 2013-2023
  • Figure 70: Broadband connections by technology, Singapore (million), 2013-2023
  • Figure 71: Total telecoms service revenue - current and previous forecasts, Singapore, 2013-2023
  • Figure 72: Total fixed and mobile telecoms service revenue, South Korea (KRW trillion), 2013-2023
  • Figure 73: Mobile connections by type, South Korea (million), 2013-2023
  • Figure 74: Telecoms retail revenue and growth rate by service type, South Korea, 2013-2023
  • Figure 75: Fixed connections by type, South Korea (million), 2013-2023
  • Figure 76: 4G 5G and contract share of mobile connections, South Korea, 2013-2023
  • Figure 77: Mobile ARPU, fixed voice ASPU and fixed broadband ASPU, South Korea (KRW thousand per month), 2013-2023
  • Figure 78: Mobile data traffic per connection, South Korea (MB per month), 2013-2023
  • Figure 79: Broadband connections by technology, South Korea (million),
  • Figure 80: Total telecoms service revenue - current and previous forecasts, South Korea, 2013-2023
  • Figure 81: Total fixed and mobile telecoms service revenue, Taiwan (TWD billion), 2013-2023
  • Figure 82: Mobile connections by type, Taiwan (million), 2013-2023
  • Figure 83: Telecoms retail revenue and growth rate by service type, Taiwan, 2013-2023
  • Figure 84: Fixed connections by type, Taiwan (million), 2013-2023
  • Figure 85: 4G 5G and contract share of mobile connections, Taiwan, 2013-2023
  • Figure 86: Mobile ARPU, fixed voice ASPU and fixed broadband ASPU, Taiwan (TWD per month), 2013-2023
  • Figure 87: Mobile data traffic per connection, Taiwan (MB per month), 2013-2023
  • Figure 88: Broad ban connections by technology, Taiwan (million), 2013-2023
  • Figure 89: Total telecoms service revenue - current and previous forecasts, Taiwan, 2013-2023
  • Figure 90a: Methodology for attributing scores to each element in the key drivers table (current and future) and impact of high scores
  • Figure 90b: Methodology for attributing scores to each element in the key drivers table (current and future) and impact of high scores
Back to Top