株式会社グローバルインフォメーション
TEL: 044-952-0102
表紙
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 Q4 2016

発行 BMI Research 商品コード 177776
出版日 ページ情報 英文 79 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=114.71円で換算しております。
Back to Top
タイの通信産業(四半期更新レポート) Thailand Telecommunications Report Q4 2016
出版日: 2016年09月21日 ページ情報: 英文 79 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: Following the 4G spectrum auctions in late 2015 and the re-auction in May 2016, competition in the telecoms sector has been fiercer than ever. Efforts to migrate 2G subscribers to 3G and 4G networks have led to increased costs from marketing expenses and handset subsidies, and this has been reflected in operators' Q216 financials with DTAC experiencing an 89.7% y-o-y fall in net profits and True drawing a net loss for the quarter. While the licensing of spectrum through auctions has incentivised operators to speed up service development and network rollouts, the lack of regulator independence and a political agenda in telecoms will continue to weigh on the industry, and this could be aggravated by the establishment of the new Digital Economy and Society Ministry.

Latest Updates And Industry Developments

  • Jas Mobile failed to generate the estimated USD2.1bn required for the first instalment of the 4G spectrum licence it won last year. DTAC and True have walked away from the auction and AIS became the receiver of the spectrum block at Jas's winning bid. The failure of Jas to enter the market will ensure that competition amongst the three incumbent players will heat up.
  • Total mobile subscriptions have rebounded to 86.54mn in Q116 after falling for three consecutive quarters in 2015 as a result of the compulsory SIM registration drive which lasted till August. This figure still represents a 7.4% reduction from Q115 figures. However, a notable effect was the resulting rise in 3G/4G subscriptions as a percentage of total mobile subscriptions to 95%, from 85% a year earlier, and we forecast total 3G/4G subscriptions to reach 86.6mn by end-2020.
  • Despite the focus 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 Q116, y-o-y growth of 14.3%. We believe this steady increase will continue into 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: APAC Telecoms Risk/Reward Index, Q416
  • 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 (2015e)
    • Pay TV/ Convergence

Regulatory Development

  • Regulatory Overview
  • Industry Risks
  • Main Development: Concessions Vs Licensed Spectrum
  • Additional Developments
    • Table: Thailand's Regulatory Bodies And Their Responsibilities

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
Back to Top