世界の通信事業者の設備投資動向 (2022年)

超高速アクセスネットワーク (FTTx、5G…) の展開がますます急務となる中、通信事業者は巨額の投資を継続しなければならない状況に置かれています。

当レポートでは、世界各国の通信事業者の設備投資額 (CapEx) の最新動向について分析し、市場全体および主要企業 (24ヶ国・全30社) を対象に、固定回線・モバイル通信への設備投資額の推移 (2017～2024年) を調査すると共に、地域別の詳細動向を比較しております。

• 通信事業者の設備投資額は、過去5年間にどう推移したか？
• 通信インフラの設備投資が最も増加した地域はどこか？また、最も低かったのは？
• 通信事業者の収益と設備投資の比率は？
• 大手通信事業者の設備投資額の動向は？

目次

第1章 通信サービス収益

• 世界の収益動向：セグメント別
• 世界の収益動向：地域別

第2章 設備投資額 (CapEx)

• 世界の設備投資額
• 世界の設備投資額の減少傾向
• 地域別の動向
• 世界最大の通信事業者
• 設備投資対売上高比率の数値のばらつき
• EBITDAマージン
• 設備投資マージン

第3章 主要な通信事業者

• Comcast
• China Telecom
• Vodafone
• KT

List of Tables

1. Telecom service revenu

• Figure 1: Telecom service revenue worldwide, by segment, 2016-2026
• Figure 2: Regional distribution of telecom service revenue, in 2016-2021-2026

2. CapEx

• Figure 3: Telcos' CapEx worldwide, 2017-2022
• Figure 4: Telcos' CapEx CAGR 2017-2022 by region
• Figure 5: Regional distribution of telcos' CapEx in 2022
• Figure 6: Regional breakdown of telecom service revenues in 2022
• Figure 7: Top 30 telecom operators based on revenue in 2022
• Figure 8: Highest spending ratios amongst the world's top 30 telcos
• Figure 9: Lowest spending ratios amongst the world's top 30 telcos
• Figure 10: EBITDA margin for the world's top telcos, 2017-2022
• Figure 11: CapEx-to-sales ratio for the world's top telcos, 2017-2022

3. Select Telcos

• Figure 12: Comcast's Total customers
• Figure 13: Comcast's Mobile and Broadband ARPUs
• Figure 14: Comcast's CapEx 2016-2021
• Figure 15: Comcast's CapEx to sales ratio 2017-2022
• Figure 16: China Telecom's Total customers
• Figure 17: China Telecom's Mobile and Broadband ARPUs
• Figure 18: China Telecom's CapEx 2017-2022
• Figure 19: Structure of China Telecom's CapEx (2022)
• Figure 20: Vodafone's Total customers
• Figure 21: Vodafone's Mobile and Broadband ARPUs
• Figure 22: Vodafone's CapEx 2018-2023
• Figure 23: Vodafone's CapEx to sales ratio 2018-2023
• Figure 24: KT's Total customers

Figure 25 KT's Mobile and Broadband ARPUs

• Figure 26: KT's CapEx 2017-2022
• Figure 27: KT's CapEx to sales ratio 2017-2022

As the need to deploy superfast access networks (FTTx, 5G...) becomes more and more pressing, telcos are having to sustain massive investments.

Based on an analysis of the global marketplace and its players (24 countries and more than 30 telcos covered), this report provides details on fixed and mobile CapEx from 2017 to 2022 and compares the different regional trends.

• What has telcos' CapEx dynamic been over the past 5 years?
• Which regions have seen the highest increase in telecoms infrastructure CapEx? And the lowest?
• What is telcos' revenue to CapEx ratio?
• What are the largest telco's CapEx trends?

Table of Contents

1. Telecom service revenu

• 1.1. Worldwide revenue trend per segment
• 1.2. Worldwide revenue trend per region

2. CapEx

• 2.1. Worldwide Capex
• 2.2. Downward CapEx trends worldwide
• 2.3. Regional trends
• 2.4. World largest telcos
• 2.5. Wide array of CapEx to sales ratios
• 2.6. EBITDA margins
• 2.7. CapEx margins

3. Select Telcos

• 3.1. Comcast
• 3.2. China Telecom
• 3.3. Vodafone
• 3.4. KT