タイの通信産業（四半期更新レポート）

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

BMI View:We have not made significant forecast corrections in the latest Q317 Thailand telecoms update as the market continues to perform in line with BMI forecasts. The Thai mobile market grew faster than anticipated in the nine months ending September 2016. We maintain our view that competition in the telecoms sector is fierce as efforts to migrate 2G subscribers to 3G and 4G networks have led to increased costs from marketing expenses and handset subsidies. While the licensing of spectrum through auctions has incentivised operators to speed up service development and network roll-outs, the political agenda in telecoms and a lack of regulator independence will continue to weigh on the industry and this could be aggravated by the establishment of the new Digital Economy and Society Ministry. The upcoming spectrum auction will boost advanced data and services uptake in the country and is expected to encourage 5G innovation with the government hoping for a roll-out by 2020.

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.

Table of Contents

BMI Industry View

SWOT

Industry Forecast

• Latest Updates
• Structural Trends
  • Table: Telecoms Sector - Historical Data & Forecasts (Thailand 2013-2021)

Industry Risk/Reward Index

• Asia Pacific Risk/Reward Index
  • Table: APAC Telecoms Risk/Reward Index, Q317
• Thailand Risk/Reward Index

Market Overview

• Market Drivers & Trends
• Mobile
• Wireline Voice & Broadband
  • Table: Thai Broadband Market
  • Table: Thai Broadband Market Shares (Q2 2016e)
• Pay TV/ Convergence

Regulatory Development

• Regulatory Overview
  • Industry Risks
  • Main Development: Upcoming Spectrum Auctions
  • Additional 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

• Demographic Outlook
  • 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