市場調査レポート

通信・設備投資の動向:金融危機が世界の通信に及ぼす影響

Telecommunications and Capital Investments, 2012-2017: Impacts of the Financial Crisis on Worldwide Telecommunications

発行 Insight Research Corporation 商品コード 116284
出版日 ページ情報 英文
納期: 即日から翌営業日
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通信・設備投資の動向:金融危機が世界の通信に及ぼす影響 Telecommunications and Capital Investments, 2012-2017: Impacts of the Financial Crisis on Worldwide Telecommunications
出版日: 2012年11月30日 ページ情報: 英文
概要

2008年9月に始まった世界的な経済破綻は今もなお影響を及ぼしており、現在の経済情勢は灰色を呈しており、ユーロ圏の展望はいっそう暗い傾向にあります。しかし、通信市場に及ぼす影響は何でしょうか?通信とインターネットは現在不可欠なプラットフォームであり、世界の貿易、産業、金融および個人の通信を支えています。

当レポートは、金融危機が通信市場の及ぼす影響について金額の面から調査し、オペレーターのCapex支出を4つの主要有形資産カテゴリー別(機器・設備・スペクトルライセンス・その他)に分析しており、固定回線、モバイルおよびブロードバンドプロバイダーへの支出割り当て推計、地域別のオペレーター分析などをまとめ、概略以下の構成で取り上げています。

第1章 エグゼクティブサマリー

第2章 崩壊:不況・緊急援助・破産

  • 経済環境・見通し
  • 通信市場の見通し
  • この危機はデジャヴュか?

第3章 不況のエコノミクス:危機後の通信市場

  • 北米の資本支出指標
  • 欧州の資本支出指標
  • アフリカの資本支出指標
  • アジア太平洋地域の資本支出指標
  • ラテンアメリカの資本支出指標
  • 世界の資本支出指標

第4章 不況のダイナミクス:ステークホルダーの見通し・課題

  • 電話オペレーター
  • モバイルオペレーター
  • OEM

第5章 金融危機が資本投資に及ぼす影響

  • 金融危機:投資・資金調達
  • 資本支出の金融崩壊後:動向・予測
  • 予測ソース&手法
  • Capex予測
  • 機器売上動向の分析
  • インフラ売上の分析
  • オペレーターの市場セグメント投資
  • 将来待ち受けていること

図表

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目次

The global economic meltdown that began in September, 2008 is still with us, coloring the current economic picture in shades of grey --- and the Euro-zone outlook tending toward even deeper gloom. But what is the consequence for the telecom sector? After all, telecommunications and the Internet are now vital platforms, underpinning trade, industry, finance, and personal communications worldwide.

Services are coming under pricing pressure and margins are eroding, which in turn will affect investment in infrastructure and new technology. Will the credit crunch derail investments in NGNs and converged services? Does the dot-com bust earlier in the decade provide clues for the way forward? Furthermore, how will OEMs fare during the economic maelstrom, where are the opportunities for operators, what are the risks, and which operators are best equipped to weather the crisis?

This report explores the impact of the financial crisis on the telecom sector by quantifying it in dollar terms; then breaking out operator capex spend into its four principal tangible asset categories: equipment; plant ; spectrum license; and other items. Estimates of spend are allocated to fixed line, mobile, and broadband providers. The focus of the analysis will be on operators in North America (breakouts for US and Canada); Europe (breakouts for UK, France, Germany; Asia-Pacific (breakouts for Japan, China, India); Latin America-Caribbean; and Africa.

Report Excerpt

The Current Picture: Grey

These are turbulent times. The credit market difficulties that had simmered for years erupted into a full-blown financial crisis in September of 2008 which shook the global economic system to its foundation. Economic growth returned in late 2009: although recovery was expected to be slow, it was nonetheless expected to be sustainable and was expected to reduce high unemployment and improve government finances - especially in developed countries. On the other hand, the economies of Brazil, Russia, India, China and South Africa (collectively referred to as BRICS) as well as other select emerging market countries continued to report solid growth throughout the crisis. This meant that there existed a reasonable probability that growth would return globally. And indeed, the world economy was picking up steam and appeared to be on the verge of a rebound, or so it was hoped.

Unfortunately, it did not turn out that way: just as the European economies were moving into growth territory in 2010 the sovereign debt crisis of the Euro zone struck, with Portugal, Ireland and Greece in rapid succession needing European Union (EU) bail-outs if they were to avoid debt default. These three countries had by mid-2010 been de facto shut out of the private bond markets because of a loss of investor confidence in their ability to honor their respective financial obligations. The contagion then spread to Spain and Italy, and then to Cyprus, and now Slovenia is being pushed also into the maelstrom of contagion. Will France and Belgium be next? Already today they are in the cross hairs of rating agencies.

Unfortunately, there is no easy fix to the sovereign debt crisis. As a matter of fact, there exists a real possibility of the common currency imploding due to faulty assumptions at its creation; namely, that countries could continue to manage their Euro denominated economies on a national level. Recent events have proved...

Table of Contents

Chapter - I

EXECUTIVE SUMMARY

  • 1.1. The Current Picture: Grey
  • 1.2. What We Analyzed
  • 1.3. Summary of Findings
  • 1.4. elecom Industry Capital Expenditures by Region

Chapter - II

FINANCIAL CRASH: RECESSION, BAILOUTS AND INSOLVENCIES

  • 2.1. Economic Conditions and Outlook
  • 2.2. Telecommunications Sector Outlook
  • 2.3. Is this Crisis a Deja vu?

Chapter - III

RECESSION ECONOMICS: THE POST-CRISES TELECOMMUNICATIONS SECTOR

  • 3.1. North American Capital Expenditure Indicators
  • 3.2. European Capital Expenditure Indicators
  • 3.3. Africa Capital Expenditure Indicators
  • 3.5. Asia-Pacific Capital Expenditure Indicators
  • 3.6. Latin America-Caribbean Capital Expenditure Indicators
  • 3.7. Worldwide Capital Expenditure Indicators

Chapter - IV

RECESSION DYNAMICS: STAKEHOLDER PROSPECTS AND CHALLENGES

  • 4.1. Telephone Operators
    • 4.1.1. Fixed Line Operators
    • 4.1.2. Mobile Operators
  • 4.2. Service Providers: Finding a New Value Proposition?
  • 4.3. OEMs

Chapter - V

IMPACT OF THE FINANCIAL CRISES ON CAPITAL INVESTMENTS

  • 5.1. The Financial Crises: Investment and Financing
  • 5.2. Capital Spending Post-Financial Crash: Trends and Forecasts
  • 5.3. Forecasting Sources & Methodology
    • 5.3.1. The Sources
    • 5.3.2. The Methodology
  • 5.4. Capex Forecasts
    • 5.4.1. North America
    • 5.4.2. Europe Capex Forecast
    • 5.4.3. Asia Pacific Capex Forecasts
    • 5.4.4. Africa Capex Forecasts
    • 5.4.5. Latin America - Caribbean Capex Forecasts
    • 5.4.6. Global Capex Forecast
  • 5.5. Analysis of Equipment Sales Trends
  • 5.6. Analysis of Infrastructure Sales
  • 5.7. Operator Market Segment Investments
  • 5.8. What the Future Holds

Table of Figures

Chapter - I

  • I-1. Operator Capex in Selected Geographies, 2009-2017

Chapter - V

  • V-1. Operator Capex in the Regions, 2012-2017
  • V-2. Global Capex by Investment Category, 2012-2017
  • V-3. North American Capex Investment by Operator Type, 2012-2017
  • V-4. Europe Capex Investment by Operator Type, 2012-2017
  • V-5. Africa Capex Investment by Operator Type, 2012-2017
  • V-6. APAC Capex Investment by Operator Type, 2012-2017
  • V-7. LAC Capex Investment by Operator Type, 2012-2017

Table of Tables

Chapter - I

  • I-1. Operator Capex in Selected Geographies, 2009-2017

Chapter - III

  • III-1. North America Capex, 2011-2017
  • III-2. North America Capex as a Percent of Revenue, 2012-2017
  • III-3. North America Revenue and Capex per Population, 2012-2017
  • III-4. Europe and Select Country Capex, 2011-2017 ($Billions)
  • III-5. Europe and Select Country Capex per Population, 2012-2017
  • III-6. Europe Revenue and Revenue per Population, 2012-2017
  • III-7. Africa Capex, 2011-2017
  • III-8. Africa Capex per Population, 2012-2017
  • III-9. Africa Capex as a Percent of Revenue and Revenue per Population, 2012-2017
  • III-10. APAC and Select Country Capex, 2011-2017
  • III-11. APAC and Select Country Capex per Population, 2012-2017
  • III-12. APAC Capex as a Percent of Revenue, 2012-2017
  • III-13. APAC Revenue per Population, 2012-2017
  • III-14. LAC Region Capex, 2012-2017
  • III-15. LAC Region Capex per Population, 2012-2017
  • III-16. LAC Region Capex as a Percent of Revenue, 2012-2017
  • III-17. LAC Region Revenue per Population, 2012-2017
  • III-18. Worldwide Capex as a Percent of Revenue, 2012-2017
  • III-19. Worldwide Revenue and Capex per Population, 2012-2017

Chapter - V

  • V-1. Operator Capex in the Regions, 2012-2017
  • V-2. North America Capex by Investment Category, 2012-2017
  • V-3. United States Capex by Investment Category, 2012-2017
  • V-4. Canada Capex by Investment Category, 2012-2017
  • V-5. Europe Capex by Investment Category, 2012-2017
  • V-6. UK Capex by Investment Category, 2012-2017
  • V-7. Germany Capex by Investment Category; 2012-2017
  • V-8. France Capex by Investment Category, 2012-2017
  • V-9. APAC Region Capex by Investment Category, 2012-2017
  • V-10. Japan Capex by Investment Category, 2012-2017
  • V-11. China Capex by Investment Category; 2012-2017
  • V-12. India Capex by Investment Category, 2012-2017
  • V-13. Africa Capex by Investment Category; 2012-2017
  • V-14. LAC Region Capex by Investment Category, 2012-2017
  • V-15. Global Capex by Investment Category, 2012-2017
  • V-16. North American Capex Investment by Operator Type, 2012-2017
  • V-17. Europe Capex Investment by Operator Type, 2012-2017
  • V-18. Africa Capex Investment by Operator Type, 2012-2017
  • V-19. APAC Capex Investment by Operator Type, 2012-2017
  • V-20. LAC Capex Investment by Operator Type, 2012-2017
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