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市場調査レポート

投資の課題に直面するTelco:CAPEXの動向

Telco Investment Challenges: CapEx Dynamics

発行 IDATE DigiWorld 商品コード 289334
出版日 ページ情報 英文
納期: 即日から翌営業日
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投資の課題に直面するTelco:CAPEXの動向 Telco Investment Challenges: CapEx Dynamics
出版日: 2015年12月21日 ページ情報: 英文
概要

当レポートでは、世界23ヶ国、20社のTelco (電気通信企業) について調査分析し、固定・モバイルのCAPEXの実績のほか、投資ペースについて検証して、体系的な情報を提供しています。

第1章 エグゼクティブサマリー

第2章 調査手法

第3章 厳しい経済状況における投資合理化の必要性

  • 厳しい経済状況
  • 利益幅の減少にもかかわらず、トラフィック増加に応じてオペレーターは投資水準を維持
  • より良いリソース管理と新モデルへ移行

第4章 主なCAPEX動向

  • 世界のCAPEX動向
    • CAPEX成長は高いまま
    • モバイル投資は依然として成長中
    • 固定投資は回復
  • 地域のCAPEX動向
    • 欧州の全体的な動向
    • 北米の全体的な動向
    • アジア太平洋地域の全体的な動向
    • ラテンアメリカの全体的な動向
    • アフリカ・中東の全体的な動向
  • CAPEX関連の国別ランキング
    • 国別ランキング:投資額別
    • 国別ランキング:投資水準別
  • CAPEX関連のオペレーター別ランキング
    • Telcoオペレーター別ランキング:投資額別
    • Telcoオペレーター別ランキング:投資努力別

図表

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目次
Product Code: M15525B

As the need to deploy superfast systems becomes apparent, telcos are signing more and more cooperation agreements (sharing, pooling, outsourcing) and seeking out new financing models. But they also need to keep up with network investments.

Based on an analysis of the global marketplace and its players (23 countries, 20 telcos profiled), this report provides with fixed and mobile CAPEX from 2009 to 2014, and analyses why the pace of investment was maintained in 2014.

Table of Contents

1. Executive Summary

  • 1.1. Key trends
  • 1.2. 2014: Sustained global CapEx growth driven by mobile and BRIC countries
  • 1.3. China is still the global leader country in terms of CapEx and Asia-Pacific, the leading for the region
  • 1.4. In 2013, France was the leading investor among the EU countries studied, just ahead of Germany and the United Kingdom
  • 1.5. High expenses on wireless networks for emerging market countries
  • 1.6. The options for optimizing investment
  • 1.7. CapEx growth driven by large operators with strong international presence

2. Methodology

  • 2.1. Database - list of indicators
  • 2.2. Definitions, sources and methodology

3. The need for streamlining investment in a tight economic context

  • 3.1. A tight macro-economic context
  • 3.2. Despite decreasing profit margins, operators are (relatively) maintaining investment levels to cater for increased traffic...
  • 3.3. ... and moving toward better resource management and new models

4. Major CapEx trends

  • 4.1. Golbal CapEx trends
    • 4.1.1. CapEx growth remained high in 2014
    • 4.1.2. Investment on mobile equipment still growing
    • 4.1.3. Rebound in fixed investments in 2014
  • 4.2. Regional CapEx trends
    • 4.2.1. Overall trends in Europe
    • 4.2.2. Overall trends in North America
    • 4.2.3. Overall trends in Asia-Pacific
    • 4.2.4. Overall trends in Latin America
    • 4.2.5. Overall trends in Africa and Middle East
  • 4.3. Ranking countries in terms of CapEx
    • 4.3.1. Country ranking, by amount of investment
    • 4.3.2. Country ranking, by level of investment (CapEx/sales)
  • 4.4. Ranking operators in terms of CapEx
    • 4.4.1. Telco operator ranking, by investment
    • 4.4.2. Ranking telco operators, by investment efforts (CapEx/sales)

List of tables and figures

1. Executive Summary

  • Regional contribution to fixed and mobile CapEx in 2014
  • CapEx contributions compared previous year
  • Breakdown of total CapEx worldwide, in 2014
  • Breakdown of total CapEx in the major telecom markets of the EU, in 2014
  • Breakdown of telco CapEx, by type of country (emerging / advanced / BRIC), in 2014
  • CapEx dynamics of international operators, 2008-2013

3. The need for streamlining investment in a tight economic context

  • Slowdown in growth of telecom services markets
  • Decline in mobile service revenues in Europe (EU28)
  • Current GDP trends in selected advanced countries
  • EBITDA margins for selected operators
  • 'Traffic trap': scissors effect between traffic and revenue

4. Major CapEx trends

  • Fixed and mobile CapEx worldwide, 2010-2014
  • Regional contribution to global CapEx, in 2014
  • Mobile CapEx by region, 2010-2014
  • Growth rates in mobile CapEx by region, 2010-2014
  • Fixed CapEx by region, 2010-2014
  • Growth in fixed CapEx by region, 2010-2014
  • Fixed and mobile investment in Europe (2009-2014)
  • Contribution of major European countries to CapEx from 2013 to 2014
  • Market share of major European countries to CapEx in 2014
  • Fixed and mobile investment in North America
  • Contribution of the two North American countries to CapEx from 2013 to 2014
  • Market share of the two North American countries to CapEx in 2014
  • Fixed and mobile investment in Asia-Pacific
  • Contribution of major Asia-Pacific countries to CapEx from 2013 to 2014
  • Market share of Asian countries to CapEx in 2014
  • Fixed and mobile investment in Latin America
  • Market share of Latin American countries to CapEx in 2014
  • Fixed and mobile investment in Africa and Middle East
  • Ranking of the top 15 countries in 2013 and 2014 by CapEx/sales ratio
  • Share of mobile investment in total CapEx
  • CapEx/sales ratio for selected countries, 2009-2014
  • Ranking of the top 15 countries in 2013 by CapEx/sales ratio
  • Ranking of the top 20 operators according to the amount of investment in 2014
  • Operator ranking in 2013 and 2014 according to CapEx/sales ratio

Database structure

Indicators per country for 23 countries*

  • Total amount of investment or CapEx (capital expenditure)
  • Amount of capex per market segment (fixed, mobile)
  • Capex/sales (gross revenues of operators analysed), if applicable
  • Capex/retail telecom service revenues, if applicable

Indicators per region for five regions*

  • Total amount of investment or CapEx
  • Amount of CapEx per market segment (fixed, mobile)

Data

  • Historical data 2009-2014

Data conversion

  • Country data was converted into euros (EUR).
  • Exchange rates (average 2014 exchange rate according to the International Monetary Fund, or IMF) are specified in the tab entitled 'exchange rates' and were applied throughout the period

*Based on information publicly available

Players examined

  • América Móvil
  • AT&T
  • BCE
  • Bharti Airtel
  • BT
  • China Mobile
  • China Telecom
  • China Unicom
  • Comcast
  • Deutsche Telekom
  • Etisalat
  • KDDI
  • KPN
  • MTN
  • NTT
  • Oi
  • Orange
  • Softbank
  • Telecom Italia
  • Telefónica
  • Telenor
  • TeliaSonera
  • Telstra
  • Time Warner Cable
  • Verizon
  • Vimpelcom
  • Vodafone

Geographical coverage

Five main regions

  • Europe
  • North America
  • Latin America
  • Asia-Pacific
  • Africa-Middle East

European countries except Russia and Turkey, and North American countries as well as Australia, South Korea and Japan are considered the so-called advanced market countries of our panel. Other countries are considered emerging market countries.

Europe

  • Belgium
  • France
  • Germany
  • Italy
  • Netherlands
  • Poland
  • Russia
  • Spain
  • Sweden
  • Switzerland
  • Turkey
  • UK

Asia

  • Australia
  • China
  • India
  • Indonesia
  • Japan
  • South Korea

North America

  • Canada
  • USA

Latin America

  • Argentina
  • Brazil
  • Mexico

Africa-Middle East

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