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市場調査レポート

タイの通信産業(四半期更新レポート)

Thailand Telecommunications Report Q3 2016

発行 BMI Research 商品コード 177776
出版日 ページ情報 英文 78 Pages
納期: 即日から翌営業日
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タイの通信産業(四半期更新レポート) Thailand Telecommunications Report Q3 2016
出版日: 2016年07月06日 ページ情報: 英文 78 Pages
担当者のコメント
このシリーズは、他にも調査対象国がございます。詳細はお問合せください。
概要

当レポートでは、タイにおける通信産業の構造や最新動向について分析し、今後10年間の産業規模の動きを推計すると共に、業界の抱える課題(リスク)や将来的な収益機会(リワード)に関する評価、分野別・地域別の詳細動向、政府の政策・規制、主要企業のプロファイルといった情報を盛り込んでいます。

BMIの見解

SWOT分析

  • 通信会社

産業予測

  • 最新情報
  • 構造的傾向

産業のリスク/リワード・レーティング

  • 産業のリスク/リワード指標

市場概況

  • 市場成長促進因子及び動向
  • モバイル通信
  • ワイヤライン音声とブロードバンド
  • 有料TV/コンバージェンス

規制の発展

競争環境

企業プロファイル

  • TOT
  • True Corporation
  • Advanced Info Service (AIS)
  • DTAC

人口構造の予測

用語集

分析手法

  • 産業予測の手法
  • 情報源
  • リスク/リワード・レーティングの手法

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次
Product Code: 1748-4871

BMI View: We maintain our view that the focus in the Thai mobile sector in 2016 will be on 4G, as operators forked out exorbitant amounts for valuable spectrum in 2015. The spectrum will enable operators to expand their LTE networks and value-added-services (VAS) without having the state-owned operators taking a cut, as per the previous BTO-concession model. On the fixed broadband side, the National Broadcasting and Telecommunications Commission (NBTC) and ICT ministry have laid out investment and roll-out plans for a national broadband network, using proceeds from the spectrum auction, enlisting stateowned CAT and TOT to carry it out. However, the lack of regulator independence and a political agenda in telecoms still inhibit development of the industry. Looking ahead, the lack of new operators entering the market suggests that its competitive dynamics may remain unchanged for the foreseeable future. As a result, we expect renewed competition to heat up in the market, based on innovative technologies and price.

Latest Updates And Industry Developments

  • JAS Mobile won the spectrum auction last year but has failed to generate the estimated USD2.1bn required to pay for the 4G spectrum license. DTAC and True have walked away from the auction and AIS is the likely candidate to procure to spectrum initially allocated to JAS Mobile. The failure of JAS to enter the market will ensure that competition amongst the three incumbent players will heat up.
  • Total mobile subscriptions fell sharply to 83.05mn in Q415 as a result of the compulsory SIM registration drive which lasted till August. This was a 14.5% y-o-y contraction of total mobile subscribers. However, a notable effect was the resulting rise in 3G/4G subscriptions as a percentage of total mobile subscriptions to 96%, from 85% a year earlier, and we forecast total 3G/4G subscriptions to reach 86.6mn by end-2020.
  • Despite the focus largely on the mobile sector this year, latest fixed broadband subscription data from the regulator has shown a strong continuous growth in subscribers, to 6.4mn in Q415, y-o-y growth of 12.5%. We believe this steady increase will continue in 2016, reaching 6.85mn by the year-end.

Table of Contents

BMI Industry View

SWOT

Industry Forecast

  • Latest Updates
  • Structural Trends
    • Table: Telecoms Sector - Historical Data & Forecasts (Thailand 2013-2020)

Industry Risk/Reward Index

  • Asia Pacific Risk/Reward Index
    • Table: Asia Pacific Telecoms Risk/Reward Index, Q316
  • Industry Risk/Reward Index

Market Overview

  • Market Drivers & Trends
  • Mobile
    • Table: 3G & 4G Uptake by Operator (000)
  • Wireline Voice & Broadband
    • Table: Broadband Market Growth
    • Table: Thai Broadband Market
  • Pay TV/ Convergence

Regulatory Development

  • Regulatory Overview
    • Table: Thailand's Regulatory Bodies And Their Responsibilities
  • Regulatory Developments

Competitive Landscape

  • Table: Mobile Market Overview
  • Table: AIS
  • Table: DTAC
  • Table: True
  • Table: Broadband Connections

Company Profile

  • TOT
  • True Corporation
  • Advanced Info Service (AIS)
  • DTAC

Demographic Forecast

  • Table: Population Headline Indicators (Thailand 1990-2025)
  • Table: Key Population Ratios (Thailand 1990-2025)
  • Table: Urban/Rural Population & Life Expectancy (Thailand 1990-2025)
  • Table: Population By Age Group (Thailand 1990-2025)
  • Table: Population By Age Group % (Thailand 1990-2025)

Glossary

  • Table: Glossary Of Terms

Methodology

  • Industry Forecast Methodology
  • Sources
  • Risk/Reward Index Methodology
    • Table: Risk/Reward Index Indicators
    • Table: Weighting Of Indicators
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