インドネシアの通信産業（2020年～2025年）第2版

当レポートは、インドネシアの通信産業について調査しており、市場収益と予測、市場規模および洞察、主要な通信動向、競合情勢、主要企業のプロファイル等の情報を提供しています。

当レポート掲載の主要企業：

BizNet, GoJek, Indosat, Kabel MNC Play, Link Net, Mitratel, MyRepublic, Protelindo, Smartfren, Telkom, Telkomsel, Tokopedia, Tower Bersama, Tri Indonesia, XL Axiata

目次

第1章 主な統計

• インドネシアの人口
• インドネシアの世帯
• インドネシアのGDP

第2章 COVID-19の影響

第3章 総通信市場（2014-2025）

• 市場概要
• 電気通信市場収益（2014-2019）
• 総電気通信市場予測（2018-2025）
• 通信市場の資本支出（2014-2025）
  • 通信設備投資（2014-2019）
  • 設備投資から収益のベンチマーク
  • Capexから収益国のベンチマーク
  • 設備投資からGDPベンチマーク
  • 通信設備投資支出予測（2018-2025）

第4章 電気通信事業者のプロファイル

• Telkom Indonesia
  • Telkomの収益およびEBITDA
  • Telkomsel
• Indosat Ooredoo
  • Indosatの収益およびEBITDA
• XL Axiata
  • XL Axiataの収益およびEBITDA
• Tri Indonesia
  • Tri Indonesiaの収益およびEBITDA
• Smartfren
  • Smartfrenの収益およびEBITDA
• その他の企業
  • Link Net
  • MNC Vision
  • BizNet

第5章 モバイル市場

• モバイル加入者の過去と予測（2014-2025）
• モバイル収益の過去と予測（2014-2025）
• スペクトラムホールディングス
• モバイルダウンロードデータと価格動向
• モバイル速度テスト
• モノのインターネット（IoT）

第6章 ブロードバンド市場

• 固定ブロードバンド加入者（2014-2019）
• 固定ブロードバンド加入者の予測（2018-2025）

第7章 通信インフラストラクチャへの投資

• 固定インフラストラクチャ
  • パラパリング完成
  • FTTH-残り30mの施設
  • 海底ケーブル
• モバイルタワーインフラストラクチャの情勢
  • 4Gモバイルカバレッジ拡張
  • モバイルタワー市場シェア（2019）
  • タワー密度ベンチマーク
• 電気通信インフラストラクチャの比較

第8章 テーマ/機会

• 規模の拡大-統合
• 成長するスコープ：業界横断
• 新しい電話会社の運用モデル
  • 複合インフラストラクチャの魅力
• 5G開発
  • 5Gの概要
  • 5Gの相対的な設備投資と周波数範囲
  • 5G OpenRAN
  • 5Gを超えて

第9章 電話会社のトランザクションデータベース

第10章 調査手法

第11章 著作権に関する通知

List of Figures

• Figure 1 - Telco sector revenue as % of GDP in Indonesia
• Figure 2 -Revenue Profile Historical Mix (IDR bn), 2014 - 2019
• Figure 3 - Telecommunications Market Revenue, 2019
• Figure 4 - Telecommunications Market EBITDA, 2019
• Figure 5 - Telecommunications Revenue & EBITDA Share, 2019
• Figure 6 - Total Telecoms Market Revenue and Growth Rate (IDR trn), 2019-2025
• Figure 7 - Capex to Revenue Benchmark, 2014-2019
• Figure 8 - Capex to Revenue Benchmark, 2014-2019
• Figure 9 - Capex to GDP Ratio Benchmark, 2014-2019
• Figure 10 - Telecommunications Capital & Operational Expenditure Spend, 2000-2025
• Figure 11 - Telkom Revenue Mix - 2019
• Figure 12 - Mobile Subscribers Share Comparison, 2014-2019
• Figure 13 - Mobile Subscriber Share Comparison, 2014-2019
• Figure 14 - Mobile Net Adds (000's) Comparison, 2015-2019
• Figure 15 - Mobile Subscribers Forecast, 2018-2025
• Figure 16 - Mobile Subscribers Share Comparison, 2014-2019
• Figure 17 - Mobile Revenue Forecast, 2018-2025
• Figure 18 - Mobile Subscribers ARPU, 2014-2019
• Figure 19 - Subscriptions per MHz of Spectrum, Select Asia-Pacific Countries, 2019
• Figure 20 -Mobile Handsets Monthly Download Data, 2010-2019
• Figure 21 - Data Pricing Trends in Asia Pacific (USD per GB per Month), 2017-2019
• Figure 22 - Ookla Mobile Speedtest Ranking Comparison
• Figure 23 - Spectrum available for IoT in Indonesia
• Figure 24 - Broadband Subscribers Share Comparison, 2014-2019
• Figure 25 - Indonesia Net-Adds (000's) by Operators, 2015-2019
• Figure 26 - Broadband Subscribers Forecast, 2018-2025
• Figure 27 - Indonesia - 4G Base Station Transceiver Rollout by Operators, 2015-2019
• Figure 28 - Estimated Tower Market Share, 2019
• Figure 29 - Subscribers per Tower, 2019
• Figure 30 - Telecoms Providers EV/EBITDA Ranges
• Figure 31 - 5G Network Slices Structure
• Figure 32 - Effect of Frequency on Range
• Figure 33 - 5G Capacity and Coverage Layers
• Figure 34 - Relative Capex Required for 5G Network Infrastructure Investment
• Figure 35 - Telecom Infra Project - OpenRAN Vision

List of Tables

• Table 1 - Indonesia - Key Statistics
• Table 2 - Telecommunications Market Revenue by Operators, 2014-2019
• Table 3 - Total Telecommunications Market Revenue, 2019-2025
• Table 4 - Historical Telecommunications Capex Spend, 2014-2018
• Table 5 - Total Telecommunications Capex Investments Forecast, 2018-2025
• Table 6 - Historical Telkom Revenue & EBITDA, 2014-2019
• Table 7 - Telkomsel Revenue & EBITDA, 2014-2019
• Table 8 - Indosat Revenue and EBITDA Mix, 2014-2019
• Table 9 - XL Axiata Revenue and EBITDA Mix, 2014-2019
• Table 10 - Tri Indonesia Revenue and EBITDA Mix, 2014-2018
• Table 11 - Smartfren Revenue and EBITDA Mix, 2014-2019
• Table 12 - Link Net Revenue Segments
• Table 13 - Historical Mobile Subscribers, 2014-2019
• Table 14 - Historical Mobile Service Revenue, 2014-2019
• Table 15 - Mobile Service Revenue Forecast, 2018-2025
• Table 16 - Historical Mobile ARPU, 2014-2019
• Table 17 - Spectrum Holdings by Operators and by Bands (MHz)
• Table 18 - Mobile Frequencies by Operators and by Band (MHz)
• Table 19 - Historical Broadband Subscribers, 2014-2019
• Table 20 - Historical Broadband ARPU, 2014-2019
• Table 21 - International Submarine Cable Systems with Landing Stations in Indonesia
• Table 22 - 4G Mobile Coverage & 4G Base Station Transceiver Count, 2014-2019
• Table 23 - Telkom, Indosat, XL Axiata and Link Net Telco Infrastructure Landscape
• Table 24 - Technology Specifications (ADSL, FTTN, Fibre, 4G/LTE, 4G/LTE-A and 5G)
• Table 25 - Telco Transaction Database, 2008-2020

This report provides analyses of revenue and market forecasts as well as statistics of the Indonesian telecoms industry including market sizing, 5-year forecasts, market insights, key telecom trends and also features the following:

• Overall Telecommunications Market by Major Operators

• Telco Operators Profile, Revenue and EBITDA Mix

• Mobile Subscribers & Revenue Market Overview and Forecasts

• Spectrum Holdings

• IoT Market Overview

• Broadband Subscribers & Revenue Market Overview and Forecasts

• National Broadband Network Detailed Market Overview and Forecasts

• Thematics / Opportunities relating to 5G, M&A and e-Commerce

• Telco Infrastructure Review

• Telco Transaction Database

WHY YOU SHOULD BUY THIS INDONESIA TELECOMS INDUSTRY REPORT:

• Benefit from the latest market opportunities

• Understand the threats to your operations and investments and protect your company against future risks

• Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market

• Get a full view of the competitive landscape to assess your market position.

• Forecasts as a key input for successful budgeting and strategic business planning in the telecoms market

• Target business opportunities and risks in the telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments

• Assess the activities, strategy and market position of your competitors, partners and clients via our Operators Profiles

The Indonesia Telecommunications Industry Report, 2020-2025 includes an overview of the Indonesian market dynamics, market sizing, market forecasts, analysis, insights and key trends.

KEY COMPANIES MENTIONED IN THIS INDONESIA TELECOMS INDUSTRY REPORT:

BizNet, GoJek, Indosat, Kabel MNC Play, Link Net, Mitratel, MyRepublic, Protelindo, Smartfren, Telkom, Telkomsel, Tokopedia, Tower Bersama, Tri Indonesia, XL Axiata.

Table of Contents

1. Key Statistics

• 1.1. Indonesia's Population
• 1.2. Indonesia's Households
• 1.3. Indonesia's GDP

2. COVID-19 Impact

3. Overall Telecommunications Market, 2014-2025

• 3.1. Market Overview
• 3.2. Historical Telecommunications Market Revenue, 2014-2019
• 3.3. Overall Telecommunications Market Forecast, 2018-2025
• 3.4. Telecommunications Market Capital Expenditure, 2014-2025
  • 3.4.1. Historical Telecommunications Capex Spend, 2014-2019
  • 3.4.2. Capex to Revenue Benchmark
  • 3.4.3. Capex to Revenue Country Benchmark
  • 3.4.4. Capex to GDP Benchmark
  • 3.4.5. Telecommunications Capex Spend Forecast, 2018-2025

4. Telecommunications Operators Profile

• 4.1. Telkom Indonesia Profile
  • 4.1.1. Telkom Revenue and EBITDA Mix
  • 4.1.2. Telkomsel
• 4.2. Indosat Ooredoo Profile
  • 4.2.1. Indosat Revenue and EBITDA Mix
• 4.3. XL Axiata
  • 4.3.1. XL Axiata Revenue and EBITDA Mix
• 4.4. Tri Indonesia
  • 4.4.1. Tri Indonesia Revenue and EBITDA Mix
• 4.5. Smartfren Profile
  • 4.5.1. Smartfren Revenue and EBITDA Mix
• 4.6. Other Players Profile
  • 4.6.1. Link Net
  • 4.6.2. MNC Vision
  • 4.6.3. BizNet

5. Mobile market

• 5.1. Mobile Subscribers Historical and Forecast, 2014-2025
  • 5.1.1. Mobile Subscribers Historical, 2014-2019
  • 5.1.2. Mobile Subscribers Market Share, 2014-2019
  • 5.1.3. Indonesia Smartphone Share, 2020
  • 5.1.4. Mobile Subscribers Forecast, 2018-2025
• 5.2. Mobile Revenue Historical and Forecast, 2014-2025
  • 5.2.1. Historical Mobile Revenue, 2014-2019
  • 5.2.1. Mobile Revenue Market Share, 2014-2019
  • 5.2.2. Mobile Revenue Forecast, 2018-2025
  • 5.2.3. Mobile Subscribers ARPU, 2014-2019
• 5.3. Spectrum Holdings
  • 5.3.1. Existing Spectrum Holdings and 5G Trials
  • 5.3.2. Mobile Frequencies Portfolios Analysis
  • 5.3.1. Spectrum Depth Benchmark by Country
• 5.4. Mobile Download Data and Pricing Trends
• 5.5. Mobile Speed Tests
  • 5.5.1. Ookla Mobile Speed Tests
  • 5.5.2. OpenSignal
• 5.6. Internet of Things (IoT)

6. Broadband Market

• 6.1. Fixed Broadband Subscribers Historical, 2014-2019
• 6.2. Fixed Broadband Subscribers Forecast, 2018-2025

7. Telecommunications Infrastructure Investments

• 7.1. Fixed Infrastructure
  • 7.1.1. Palapa Ring Completed
  • 7.1.2. FTTH - 30m premises to go
  • 7.1.1. Submarine Cables
• 7.2. Mobile Tower Infrastructure Landscape
  • 7.2.1. 4G Mobile Coverage Expansion
  • 7.2.2. Mobile Tower Market Share, 2019
  • 7.2.3. Tower Density Benchmark
• 7.3. Telco Infrastructure Comparative

8. Thematics / Opportunities

• 8.1. Increasing Scale - Consolidation
• 8.2. Growing Scope - Cross-Industry
• 8.3. New Telco Operating Model
  • 8.3.1. The Attraction of Infrastructure Multiples
• 8.4. 5G Developments
  • 8.4.1. 5G Overview
  • 8.4.2. 5G - Relative Capex Investments and Frequency Range
  • 8.4.3. 5G OpenRAN
  • 8.4.4. Beyond 5G

9. Telco Transaction Database

10. Methodology

11. Copyright Notice