株式会社グローバルインフォメーション
TEL: 044-952-0102
表紙
市場調査レポート

オーストラリアのモバイル通信市場:統計と予測

Australia - Mobile Infrastructure

発行 BuddeComm 商品コード 206660
出版日 ページ情報 英文 131 Pages
即納可能
価格
本日の銀行送金レート: 1USD=110.31円で換算しております。
Back to Top
オーストラリアのモバイル通信市場:統計と予測 Australia - Mobile Infrastructure
出版日: 2016年12月13日 ページ情報: 英文 131 Pages
概要

当レポートでは、オーストラリアのモバイル通信市場について調査分析し、モバイルブロードバンド(モバイルインフラ、音声サービス)に焦点を当てて、市場分析(収益、市場シェア、収益など)を提供し、市場/産業の概要、加入者の統計、収益の概要と統計、モバイル周波数の最新動向、3G・4Gインフラ、小売市場、スマートフォン市場、モバイル衛星サービスなどについて、体系的な情報を提供しています。

第1章 市場

  • 産業の概要
  • 移動体通信事業者(MNO)
  • ネットワーク技術
  • 仮想移動体通信事業者(MVNO)
  • モバイル再販業者
  • 仮想移動体通信サービス提供者(MVNE)

第2章 収益の概要と統計

  • 出典
  • モバイルサービスの総収益と予測
  • 事業者(オペレーター)の収益統計の概要
  • ユーザー1人当たりの平均収益(ARPU)

第3章 加入者の統計

  • 出典
  • モバイル加入者の統計

第4章 小売市場

  • モバイル小売市場の概要
  • 主なモバイル小売企業

第5章 3G・4Gインフラ

  • 背景情報
  • ネットワークオペレーター(通信事業者)
  • モバイルサイトのインフラ
  • インフラ分析
  • LTE

第6章 周波数の概要

  • 概要
  • 周波数の規制
  • ACMAの5ヶ年予測
  • 周波数ベースのサービス
  • 周波数の所有権とライセンス

第7章 周波数オークション

  • モバイル周波数オークション

第8章 スマートフォン、タブレット、端末市場

  • 市場の概要
  • 2014年以降の予測
  • スマートフォン、タブレット、端末の統計
  • 分析
  • 市場調査
  • スマートフォン市場の将来

第9章 モバイル衛星サービス

  • モバイル衛星サービス
  • 公的補助金と規制
  • オペレーターの概要
  • 利用と収益予測

図表

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次

This report provides data and analysis on a range of mobile technologies in Australia, as well as an assessment of network developments. It assesses the prospects for operators as they extend their LTE deployments beyond the major urban areas and deeper into rural areas, and invest in prototype 5G technologies in preparation for deployments anticipated from 2020. The report contains a range of key statistics on network data throughput, operator strategies and emerging technologies. In addition, the report assesses operator revenue and ARPU and details the development of the prepaid and contract subscriber bases for each MNO. The handset and smartphone markets are covered, as well as MNOs' financial and operational data.

Researchers:- Henry Lancaster

Executive Summary

Australia's MNOs prepare for migration to 5G

The Australian mobile market is dominated by the three major mobile network operators Telstra, Optus, and Vodafone (VHA), though there are numerous MVNOs which have a significant market share. MVNOs have been able to offer LTE services on a wholesale basis since early 2016, thus encouraging growth in the LTE sector and cementing the role which MVNOs play in the overall market.

Operators provide a full range of services essential for commerce as well as communication and social networking. Voice services remain a staple for revenue, though in terms of revenue share voice is steadily losing ground to various forms of mobile data. Mobile broadband usage has taken off during the last few years, a trend which will continue in the wake of the marketing of a wide range of affordable and more capable devices, and of LTE population coverage which by the end of 2016 had reached about 98%. Subscribers to 2G networks are fast becoming a historical footnote: 2G infrastructure now carries less than 1% of total network traffic for all three MNOs Telstra closed down its 2G services in December 2016, and both Optus and Vodafone will follow suite in 2017. They will redeploy physical assets and also assign spectrum for LTE and the anticipated 5G services through deploying Single RAN technologies.

Although mobile penetration was about 143% at the close of 2016, it continues to rise as users make use of multiple SIM cards and connected devices. Under competitive pressure, MNOs must find innovative business models and services, and provide attractive bundles to increase revenue.

To address poor services in rural areas, the government has progressed with its Mobile Black Spot Programs, funded by the federal and state governments as well as by MNOs. Deployment for the second round will start in 2017, and the work to deploy several hundred new or upgraded base stations is expected to be completed by 2018.

Telstra remains the market leader with about 17.2 million subscribers reported as of June 2016 (including mobile broadband), while Optus had around 8.41 million subscribers as of September 2016. Vodafone has arrested the long decline in its subscriber base, reporting a 2.6% year-on-year growth in its subscriber base in the year to June 2016, discounting MVNO customers. The gains indicate that the company's significant investment in recent years, and strategy for growth under new leadership, is paying dividends.

Pressure on pricing will continue to place a strain on operator revenue into fiscal 2017, with revenue from mobile data services failing to offset the sharpening decline in revenue from voice services. This is being exacerbated by the popularity of OTT services which has led to a fall in SMS traffic and revenue. In addition OTT services are helping to reduce voice traffic volume, while with VoLTE technologies voice traffic is rendered as data.

The three LTE networks operated by Optus, Telstra and Vodafone have developed rapidly during the past two years as these players strive to provide an infrastructure capable of meetings customer demand for mobile broadband services. Telstra continues to be a global leader in mobile services, being a partner with Ericsson in developing 5G. The two companies have demonstrated 1Gb/s capabilities over a commercial LTE network using carrier aggregation technology, and will use the 2018 Commonwealth Games in Queensland to trial a range of technologies including a prototype 5G.

Key developments:

  • Details of Round 2 Black Spot Program;
  • Vodafone switches LTE data traffic to new core network, reports growth in revenue and subscribers into 2016;
  • MNOS launch VoLTE services;
  • Telstra commits to $5 billion mobile spend over three years;
  • Smartphone sales drop in response to market saturation;
  • Telstra closes down its 2G network;
  • Lycamobile providing LTE services through Telstra Wholesale;
  • Australia rated with the highest mobile broadband speed globally;
  • Kogan Mobile providing LTE on Vodafone's network;
  • Telstra and Ericsson to use Commonwealth Games to trial 5G capabilities;
  • Telstra launches five-band carrier aggregation;
  • Mobile data traffic expected to grow six-fold to 2018;
  • Report update includes telcos' operating data to Q3 2016, ACMA market report 2015, TIO's 2016 annual report; market surveys into 2016, ABS data to June 2016, Akamai broadband survey data to Q2 2016, recent market developments.

Companies mentioned in this report:

MeU Mobile; Amaysim, Woolworths, Crazy Johns, JB HiFi, Telstra, Optus, VHA, Hutchison Australia, 3, nbn, Virgin Mobile, Aldi Mobile; Huawei, Lebara, AAPT, Kogan Mobile, GRLmobile, Red Bull Mobile, Macquarie Telecom, Boost Tel, Pivotel, Globalstar, SingTel, Vividwireless, Ericsson, EnergyAustralia, Unwired, Apple, Nokia, BlackBerry, HTC, Google, Sony, Samsung, Mobile Muster, Motorola.

Table of Contents

1. Industry overview

  • 1.1 Background information
    • 1.1.1 Subscriber statistics
    • 1.1.2 Intensifying market competition
    • 1.1.3 Mobile coverage black spots
    • 1.1.4 Roaming
    • 1.1.5 NBN as backhaul
    • 1.1.6 Mobile technology boosts productivity
    • 1.1.7 Cutting the fixed-line cord
    • 1.1.8 Data mining - the next driver of mobile revenue
  • 1.2 Mobile Network Operators (MNOs)
    • 1.2.1 Telstra
    • 1.2.2 Optus
    • 1.2.3 Vodafone Hutchison Australia (VHA)
  • 1.3 Network technologies
    • 1.3.1 HSPA-based services
    • 1.3.2 Long-term Evolution (LTE)
    • 1.3.3 2G services
  • 1.4 Mobile Virtual Network Operators (MVNOs)
    • 1.4.1 Background on the MVNO sector
    • 1.4.2 Market overview
    • 1.4.3 Other developments in the MVNO market
    • 1.4.4 Amaysim
    • 1.4.5 Red Bull Mobile
    • 1.4.6 Kogan Mobile
    • 1.4.7 Aldi Mobile
    • 1.4.8 Lebara Mobile
    • 1.4.9 Macquarie Telecom
    • 1.4.10 Virgin Mobile
    • 1.4.11 Woolworths Mobile
    • 1.4.12 MeU Mobile
  • 1.5 Mobile resellers
    • 1.5.1 Background information
    • 1.5.2 Resellers on the Telstra network
    • 1.5.3 Resellers on the Optus network
    • 1.5.4 Resellers on the Vodafone network
  • 1.6 Mobile Virtual Network Enablers (MVNEs)
    • 1.6.1 Background information
    • 1.6.2 Pivotel

2. Mobile retail market

  • 2.1 An overview of the mobile retail market
    • 2.1.1 Major retail categories
    • 2.1.2 Retail margins
    • 2.1.3 Retail revenue
    • 2.1.4 Consolidation
    • 2.1.5 The move from prepaid to postpaid
    • 2.1.6 Mobile broadband (separate report)
    • 2.1.7 Superior customer care to come from a new TCP Code
    • 2.1.8 Mobile calling plan standardisation a start to a clearer choice
    • 2.1.9 Replacement market
    • 2.1.10 Wholesale aggregators
  • 2.2 Major mobile retail companies
    • 2.2.1 Background information
    • 2.2.2 Vertically integrated operators
    • 2.2.3 Independents retailing services exclusively for mobile operators
    • 2.2.4 Independents retailing services for a variety of network operators

3. Statistical overview of the mobile market

  • 3.1 Revenue overview and statistics
    • 3.1.1 Statistical sources
    • 3.1.2 Total mobile services revenue and forecasts
    • 3.1.3 Operator revenue statistics overview
    • 3.1.4 Average revenue per user (ARPU)
  • 3.2 Subscriber statistics
    • 3.2.1 Mobile subscriber statistics

4. Mobile infrastructure

  • 4.1 Spectrum overview
    • 4.1.1 Overview
    • 4.1.2 Spectrum regulations
    • 4.1.3 ACMA five-year outlook - 2016 - 2020
    • 4.1.4 Spectrum-based services
    • 4.1.5 Spectrum ownership and licences
  • 4.2 Spectrum auctions
    • 4.2.1 Introduction
    • 4.2.2 Digital dividend auction - 2013
    • 4.2.3 500MHz frequency
    • 4.2.4 800MHz and 1.8GHz frequencies
    • 4.2.5 1880-1920MHz (1.9GHz) frequency
    • 4.2.6 2010-2025MHz frequencies
    • 4.2.7 2.3GHz band
    • 4.2.8 Unused 2GHz spectrum
    • 4.2.9 3.4GHz frequencies
    • 4.2.10 3G Auctions
  • 4.3 LTE and 5G infrastructure
    • 4.3.1 High-speed packet access (HSPA)
    • 4.3.2 Long-term Evolution (LTE)
    • 4.3.3 VoLTE
    • 4.3.4 Moving from 4G to 5G
    • 4.3.5 5G developments

5. Mobile satellite services

  • 5.1 Introduction
  • 5.2 Second generation satellites with Globalstar to benefit rural Australians
  • 5.3 Public subsidies and regulation
    • 5.3.1 Overview
    • 5.3.2 Mobile satellite service band plan
    • 5.3.3 Mobile satellite phone subsidies
    • 5.3.4 Overview of operators

6. Smartphones, tablets and handset market

  • 6.1 Market overview
    • 6.1.1 Trends in mobile handset market
    • 6.1.2 4G market continues to grow
    • 6.1.3 Telstra's T-Hub 2 - moving fixed-line customers to the future NBN
  • 6.2 Predictions into 2017 and beyond
    • 6.2.1 Smartphone data usage increasing
    • 6.2.2 Tablets and e-readers
  • 6.3 Smartphone, tablet and handset statistics
    • 6.3.1 Shipments
    • 6.3.2 Handset recycling
    • 6.3.3 Handset supplier market shares
    • 6.3.4 Smartphones and internet usage
    • 6.3.5 Tablet sales
    • 6.3.6 Smartwatch market
  • 6.4 Market surveys
    • 6.4.1 Overview
    • 6.4.2 Smartphones lead to higher data spend
    • 6.4.3 Smartphone users are action buyers
    • 6.4.4 Tablet usage strong but sales decline
    • 6.4.5 Android remains the favoured operating system
    • 6.4.6 Enterprise mobility market increasing in value
  • 6.5 The future of the smartphone market
    • 6.5.1 Hardware becomes a utility platform
    • 6.5.2 Platform for innovation and industry transformation
    • 6.5.3 Breaking into new markets
  • 6.6 Wearable technology
  • Table 1 - GSMA mobile connectivity markers (top five countries) - 2016
  • Table 2 - Mobile subscribers, penetration rate and annual change - 2000 - 2017
  • Table 3 - Total mobile services market revenue and annual change - 2010 - 2016
  • Table 4 - Mobile subscriber gains and losses by MNO - 2009 - 2014
  • Table 5 - Mobile-only phone users - 2010 - 2016
  • Table 6 - Telstra - overview of mobile subscribers - 2008 - 2016
  • Table 7 - Optus revenue - 2012 - 2017
  • Table 8 - Optus mobile revenue - 2013 - 2017
  • Table 9 - Optus mobile pre/postpaid customers - 2008 - 2016
  • Table 10 - Optus mobile broadband customers - 2013 - 2015
  • Table 11 - VHA financial data - 2014 - 2016
  • Table 12 - VHA subscribers by type - 2009 - 2016
  • Table 13 - VHA MVNO customers - 2014 - 2016
  • Table 14 - Mobile subscribers share by MNO and MVNO - 2013 - 2015
  • Table 15 - Mobile phones subscribers with no fixed-line phone - 2012 - 2016.
  • Table 16 - Selected retailers - number of outlets by state
  • Table 17 - The wholesale market in Australia - key players - 2016
  • Table 18 - Historic - Total mobile services market revenue and annual change - 1993 - 2009
  • Table 19 - Total mobile services market revenue and annual change - 2010 - 2017
  • Table 20 - Telstra mobile services revenue - 2009 - 2016
  • Table 21 - Vodafone Australia revenue - 2009 - 2016
  • Table 22 - Optus key financial indicators - 2009 - 2017
  • Table 23 - Optus mobile revenue - 2013 - 2016
  • Table 24 - Historic - Mobile market revenue per major operator - 1993 - 2004
  • Table 25 - Historic - Annual change of mobile market revenue per major operator - 1994; 1997; 2000 - 2004
  • Table 26 - Annual change of mobile market revenue per major operator - 2005 - 2015
  • Table 27 - Mobile market share in revenue per major operator - 2000 - 2016
  • Table 28 - Telstra mobile and broadband revenue - 2009 - 2016
  • Table 29 - Blended monthly ARPU by MNO - 2000 - 2016
  • Table 30 - Annual change in blended monthly ARPU by MNO - 2004 - 2016
  • Table 31 - Telstra postpaid ARPU per month - 2004 - 2016
  • Table 32 - Optus postpaid ARPU per month - 2004 - 2017
  • Table 33 - Mobile subscribers, penetration rate and annual change - 2000 - 2017
  • Table 34 - Vodafone mobile subscribers - 2009 - 2016
  • Table 35 - Telstra mobile subscribers - 2008 - 2016
  • Table 36 - Telstra active retail prepaid and contract mobile subscribers - 2011 - 2016
  • Table 37 - Optus mobile subscribers - 2008 - 2016
  • Table 38 - Historic - Annual change of mobile subscribers by carrier - 1995; 1997; 2000 - 2009
  • Table 39 - Annual change of mobile subscribers by carrier - 2010 - 2016
  • Table 40 - Retail mobile subscriber market share by carrier - 2015 - 2016
  • Table 41 - Mobile subscriber market share by carrier - 2010 - 2016
  • Table 42 - Historic - 3G mobile subscribers by carrier - 2003 - 2011
  • Table 43 - Historic - Annual change of 3G mobile subscribers by carrier - 2007 - 2011
  • Table 44 - Historic - Proportion of 3G mobile subscribers versus total subscribers by carrier - 2006 - 2011
  • Table 45 - Historic - 2G mobile subscribers by carrier - 2006 - 2011
  • Table 46 - Historic - Annual change of 2G mobile subscribers by carrier - 2006 - 2011
  • Table 47 - Average LTE speed by MNO - 2012 - 2016
  • Table 48 - Share of postpaid subscribers by operator - 2014 - 2015
  • Table 49 - Share of prepaid subscribers by operators - 2014 - 2015
  • Table 50 - Vodafone - prepaid and contract subscribers - 2009 - 2016
  • Table 51 - Optus mobile prepaid and contract customers - 2008 - 2016
  • Table 52 - Telstra mobile subscribers - 2009 - 2016
  • Table 53 - MNO share of prepaid subscribers - 2009 - 2016
  • Table 54 - MNO share of postpaid subscribers - 2009 - 2016
  • Table 55 - MNO market proportion of prepaid and contract subscribers - 2009 - 2015
  • Table 56 - Telstra wholesale subscribers - 2009 - 2016
  • Table 57 - Vodafone wholesale (MVNO) subscribers - 2014 - 2016
  • Exhibit 11 - Expiring spectrum allocation timetable - 2015 - 2028
  • Table 58 - The 500MHz spectrum licences - 1997
  • Table 59 - Spectrum charges for spectrum bandwidth licenses
  • Table 60 - Average LTE speed by MNO - 2012 - 2016
  • Table 61 - Proportion of people using smartphones for internet access - 2012 - 2017
  • Table 62 - 4G subscribers by MNO - 2012 - 2015
  • Table 63 - Internet connections via mobile handsets - 2011 - 2016
  • Table 64 - Smartphone users - 2012 - 2016
  • Table 65 - Australian handset shipments - 2004 - 2016
  • Table 66 - Smartphone penetration - 2012 - 2016
  • Table 67 - Key recycling indicators - Mobile Muster - 2006 - 2016
  • Table 68 -Australian handset brand market share - major suppliers - 2008 - 2016
  • Table 69 - Top 5 uses of mobile internet - 2009 - 2015
  • Table 70 - Estimated tablet users - 2010 - 2012; 2015 - 2016
  • Table 71 - Tablet market share by manufacturer - 2014 - 2016
  • Table 72 - Apps info and payment plan data - 2009 - 2014
  • Table 73 - Monthly phone spend on services - 2010 - 2014
  • Table 74 - Types of use on smartphones - 2012 - 2014
  • Table 75 - Smartphone and tablet use of services - 2014
  • Table 76 - Typical selected usage pattern of a smartphone user - 2011 - 2014
  • Table 77 - Typical selected usage pattern of a tablet user - 2012 - 2014
  • Table 78 - Estimated Australian platform market share - 2008 - 2016
  • Chart 1 - Mobile market subscribers, penetration rate and annual change - 2005 - 2017
  • Chart 2 - Mobile subscriber gains and losses by MNO - 2010 - 2016
  • Chart 3 - Optus mobile pre/postpaid customers - 2008 - 2016
  • Chart 4 - Telstra mobile services revenue - 2009 - 2016
  • Chart 5 - Overview of Vodafone Australia revenue - 2009 - 2016
  • Chart 6 -Optus key financial indicators - 2009 - 2017
  • Chart 7 - Overview of mobile revenue share per major operator - 2000 - 2016
  • Chart 8 - Telstra mobile and broadband revenue - 2010 - 2016
  • Chart 9 - Overview of blended monthly ARPU by MNO - 2005 - 2016
  • Chart 10 - Overview of mobile market subscribers versus population - 2005 - 2017
  • Chart 11 - Overview of annual change of mobile subscribers by carrier - 2005 - 2015
  • Chart 12 - Vodafone - prepaid and contract subscribers - 2009 - 2016
  • Chart 13 - Optus mobile prepaid and contract customers - 2008 - 2016
  • Chart 14 - Telstra mobile subscribers - 2009 - 2016
  • Exhibit 1 - The initial analogue operators - brief historic background
  • Exhibit 2 - MVNO models
  • Exhibit 3 - MVNO opportunities
  • Exhibit 4 - Examples of key MVNO customer segments
  • Exhibit 5 - Mobile carriers and selected resellers and MVNEs
  • Exhibit 6 - An overview of Boost Tel
  • Exhibit 7 - Background information on the 3G race by the MNOs
  • Exhibit 8 - 700MHz reallocation - 2011 - 2014
  • Exhibit 9 - Digital dividend spectrum
  • Exhibit 10 - Proposed 2.5GHz reallocation - 2011 - 2016
  • Exhibit 12 - Allocations for wireless access services (WAS)
  • Exhibit 13 - Mobile spectrum by operator in capital city and regional area
  • Exhibit 14 - GSM services by operator
  • Exhibit 15 - WCDMA services by operator
  • Exhibit 16 - Ownership of selected frequencies for 2.3GHz and 3.4GHz services
  • Exhibit 17 - An overview of the digital dividend auction timeline - 2010 - 2015
  • Exhibit 18 - 700MHz and 2.5GHz auction results - 2013
  • Exhibit 19 - Companies initially showing interest in the 800/1800MHz auctions
  • Exhibit 20 - Auction results
  • Exhibit 21 -1.8GHz spectrum auction results - 2000
  • Exhibit 22 -1.8GHz spectrum auction results - 2016
  • Exhibit 23 - The 1900-1920MHzGHz spectrum auction results
  • Exhibit 24 - The 2.3GHz spectrum auction results - 2011
  • Exhibit 25 - 3.4GHz initial bidders - August 2000
  • Exhibit 26 - Final 3.4GHz - October 2000
  • Exhibit 27 - 3G auction results per bidder - 2001
  • Exhibit 28 - The Power of 5G
Back to Top