マレーシアの通信産業（四半期更新レポート）

当レポートでは、マレーシア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

• 産業のSWOT分析

産業予測

• 最新アップデート
• 構造的傾向

ビジネス環境の概要

• 産業：リスク／リワード・レーティング
• 産業：リスク／リワード・インデックス

市場概況

• 市場成長促進要因および動向
• モバイル通信
• ワイヤライン音声・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

• Telekom Malaysia
• Maxis Communications
• Celcom
• DiGi Telecommunications

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: Revenue growth in Malaysia's mobile market will be increasingly driven by content and services for as it is saturated and the three dominant mobile operators are facing increased price-led competition from the entrance of alternative 4G licensees into the market. In the wireline market, new entrant ViewQwest's disruptively-priced fibre broadband service will have a limited impact on Malaysia's fixed broadband market due to its limited scale. However, the emergence of low-cost rivals could compel incumbent Telekom Malaysia to reduce its prices, boosting uptake of broadband, and consequently, IT and other digital content services.

Latest Updates And Industry Developments

• Mobile subscriptions reached 43.9mn in December 2016, after having contracted in June 2016. The big three have lost some share to alternative players, with U Mobile introducing competitive packages, but are unlikely to relinquish market dominance over our forecast period.

Table of Contents

BMI Industry View

SWOT

• Telecoms

Industry Forecast

• Latest Updates
• Structural Trends
  • Table: Telecoms Sector - Historical Data & Forecasts (Malaysia 2014-2021)

Industry Risk/Reward Index

• Asia Pacific Risk/Reward Index
  • Table: APAC Telecoms Risk/Reward Index, Q317
• Malaysia Risk/Reward Index
  • Rewards
  • Risks

Market Overview

• Market Drivers And Trends
• Mobile
• Wireline Voice And Broadband
• Pay-TV/Convergence

Regulatory Development

• Regulatory Overview
  • Industry Risks
  • Main Development: Reallocation Of Spectrum
  • Additional Developments

Competitive Landscape

• Table: Key Players

• Mobile Operator Data
  • Table: Mobile Market Overview
  • Table: Maxis Communications
  • Table: Celcom
  • Table: DiGi
  • Table: Telekom Malaysia

Company Profiles

• Celcom
• SWOT Analysis
• DiGi Telecommunications
• Maxis Communications
• Telekom Malaysia

Demographic Forecast

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