This report covers extensive statistics and forecasts for the Australian telecoms and Digital Media markets over a wide range of topics including:
- Overall Telecoms Industry segmented by major provider (including second tier markets) and by telecommunications service.
- Mobile and Mobile Broadband segment.
- Smartphones, Tablets and Handset Market.
- Fixed Broadband Market: NBN, FTTN, VDSL, FTTP, FTTB and HFC Networks.
- Fixed Wireless and Satellite Networks.
- Pay TV and Free-to-Air TV.
- Video Streaming.
- Digital Media - Apps and Services including Social Media, Online news, online shopping, online news and online music.
Researchers:- Phil Harpur
Executive Summary
Australia's National Broadband Network finally gains momentum
While fixed-line telephony traffic and revenue are declining, the mobile broadband market is growing steadily. Fixed-line broadband on the copper network is also declining as fibre and fixed-wireless broadband services become more widely available, through the National Broadband Network (NBN)'s multi-technology architecture, with its emphasis on VDSL with Fibre-to-the Node (FttN). In time, much of the voice traffic will be data packet via technologies such as Voice over Long-term Evolution (VoLTE).
Mobile subscriber growth is being driven by population increases as well as a rise in the number of people using two or more mobile subscriptions. Very slow growth is predicted over the next five years to 2022 with penetration rates predicted to rise only slightly above projected population increase. Revenue for Mobile Network Operators (MNOs) in recent years has been characterised by the continuing take up of services based on LTE technology, and to the rising proportion of mobile data to overall revenue.
For all operators, price competition combined with a focus on managing their mobile businesses as they adapt to new technologies being brought into play, have led to considerable pressure in recent years.
The release of spectrum for LTE mobile broadband use, as well as an increased uptake by consumers and businesses, is helping to offset the decline in revenue from fixed-line services, although as user uptake increases so will the amount of bandwidth consumed.
Other sources of revenue for the major telcos include broadband, data and IP access, business services and applications, cloud computing and other telco services. New revenue streams from fibre and cloud computing in particular are assisting the telcos to compensate for revenue losses from traditional revenue streams.
The second-tier telco market continues to grow strongly. Developments in this market have been dominated by industry consolidation a process that is set to continue over coming years, in particular from Vocus and TPG, both of which continue to grow through increased scale via mergers and acquisitions.
Within the market there is a dynamic shift among customers to fibre networks, as this infrastructure is being built out by nbn (NBN Co), the company responsible for the national broadband deployment. Australia's broadband sector is making improved progress in its migration to a multi-technology NBN.
Growth in the overall number of broadband subscribers is expected to continue to slow further into 2018, with most growth coming from the mobile wireless and fibre broadband markets.
The DSL sector is expected to shrink as customers are migrated to the NBN in areas where services become available, while subscribers on HFC infrastructure will continue to be provided by existing cable within the NBN's multi-technology mix.
Internationally, the adoption of broadband ranks Australia below many other developed countries, however there has been a moderate improvement over the past two years due to the continued rollout of the nbn.
There are two major categories of paid online video content: Pay-per-view video-on-demand (PVOD) and subscription video-on-demand (SVOD) services. SVOD has emerged as the major category of paid online content in Australia. The global streaming revolution is gathering pace. Streaming is closing in on broadcast TV. Rapid increase in rate of adoption of SVOD is occurring where high quality broadband is already available. NBN will accelerate this trend as the mass deployment of high quality (fibre) broadband takes place which will significantly decrease cost of delivery of SVOD.
Key developments:
- While fixed-line telephony traffic is declining, the mobile broadband market is growing.
- The second-tier market continues to grow strongly.
- Growth in broadband subscribers is expected to continue to slow further into 2018.
- Most broadband growth will come from the mobile wireless and fibre broadband markets.
- Consolidation within the broadband market will provide greater reach and scale.
- SVOD has emerged as the major category of paid online content in Australia.
- NBN will accelerate this trend.
Key companies mentioned in this report:
SingTel, Vodafone, 3, VHA, Optus, Telstra, Hutchison Australia, 3, NBN, Virgin Mobile, Macquarie Telecom, Foxtel, Fetch TV, Netflix, Stan, Facebook, Google, Facebook, YouTube, Twitter, LinkedIn, iiNet, TPG, Vocus.
Table of Contents
1. Industry Overview
- 1.1 Total Telco Market by Major Service
- 1.1.1 Market Analysis
- 1.1.2 Revenue Statistics and Market Forecast
- 1.2 Total Telco Market by Major Provider
- 1.2.1 Market Analysis
- 1.2.2 Revenue Statistics and Market Forecast by Major Provider
- 1.3 2nd-Tier Telcos
- 1.3.1 Market Analysis
- 1.3.2 Revenues Statistics and Market Forecast 2nd Tier Telcos
- 1.4 Fixed Line Statistics
2. Mobile Subscribers, Revenues and Forecasts
- 2.1 Mobile subscriber statistics
- 2.1.1 Total Mobile subscribers and Market Forecast
- 2.1.2 Operator market shares and growth
- 2.1.3 Prepaid and postpaid subscribers by operator
- 2.1.4 2G, 3G and 4G subscribers
- 2.1.5 Wholesale market
- 2.1.6 International Comparisons
- 2.2 Mobile Services Revenues, Forecast and Market Analysis
- 2.3 Operator revenue statistics overview
- 2.3.1 Revenue by major operator
- 2.3.2 Revenue Market share and Trends by Operator
- 2.3.3 Revenue Trends by Service
- 2.4 Average revenue per user (ARPU)
- 2.4.1 Overview of ARPU
- 2.4.2 Blended ARPU
- 2.4.3 Prepaid and postpaid ARPU
3. Mobile Broadband
- 3.1 Mobile broadband subscribers
- 3.2 Fixed wireless broadband market
4. Smartphones, Tablets and Handset Market
- 4.1 Market overview
- 4.2 Wearable technology
- 4.3 Smartphone, tablet and handset statistics
- 4.3.1 Smartphone data usage Statistics
- 4.3.2 Smartphone Usage Statistics
- 4.3.3 Smartphone and other Device Ownership
- 4.3.4 Smartphone and tablet Shipments
- 4.3.5 Handset supplier market shares
- 4.3.6 Tablet sales falling
5. Fixed Broadband Market
- 5.1 Overview and Statistics
- 5.1.1 Fixed Broadband - Subscriber Statistics
- 5.1.2 Fixed Broadband market consolidation
- 5.1.3 Forecasts - Fixed broadband subscribers
- 5.1.4 Statistics
- 5.1.5 Australian Business Broadband Market
- 5.2 NBN - Statistical Overview
- 5.2.1 Introduction
- 5.2.2 NBN Wholesale Provider Overview
- 5.2.3 NBN Statistical Overview
- 5.3 FTTN and VDSL
- 5.3.1 FTTH, FTTN Statistics
- 5.3.2 FttN overview 2014-2018
- 5.4 FTTP, FTTB roll outs
- 5.4.1 Statistics 2017
- 5.4.2 FTTP statistical overview 2014-2018
- 5.4.3 Migration of business services
- 5.5 HFC Networks
- 5.6 Fixed Wireless and Satellite Networks
6. Pay TV and Free-to-Air TV
- 6.1 Pay TV
- 6.1.1 Subscriber statistics
- 6.1.2 Consumer penetration statistics
- 6.1.3 Usage Statistics - 2016 - 2017
- 6.1.4 Revenue statistics
- 6.1.5 Advertising revenue
- 6.1.6 ARPU and Churn Statistics
- 6.2 Free-to-Air
- 6.2.1 Usage Statistics - 2017
- 6.2.2 Usage Statistics - 2015 - 2016
- 6.2.3 Advertising market statistics
7. Video Streaming
- 7.1 Definitions
- 7.2 SVOD Subscribers and Usage Statistics
- 7.2.1 2017 Statistics
- 7.2.2 2016 Statistics
- 7.2.3 Subscribers and Pricing by Provider
- 7.2.4 Forecasts and Future Trends
8. Digital Media - Apps and Services
- 8.1 Over-The-Top (OTT) Communication Tools
- 8.2 General Usage Trends
- 8.3 Key Social Network Providers
- 8.3.1 Statistics
- 8.3.2 Facebook
- 8.3.3 LinkedIn
- 8.3.4 Twitter
- 8.3.5 Instagram
- 8.4 Social Media Trends - Consumer Segment
- 8.4.1 Usage Trends - 2017
- 8.5 Online Shopping
- 8.6 Online Music
- 8.7 Online News
- Table 1 - Total telecoms market, retail revenue and forecast - 2007 - 2022
- Table 2 - Total telecoms market - retail revenue by service - 2007 - 2019
- Table 3 -Total telecoms market - annual growth by service - 2008 - 2019
- Table 4 -Total telecoms market - market share by service - 2007 - 2019
- Table 5 - Historic - Total telecoms market - retail revenue by service - 2001 - 2015
- Table 6 - Historic - Total telecoms market - annual retail growth by service - 2001 - 2015
- Table 7 - Historic - Total telecoms market - retail market share by service - 2000 - 2015
- Table 8 - Total Telecoms Revenue by Major Provider / Category - 2014 - 2019
- Table 9 - Total Telecoms Revenue Annual Growth by Major Provider / Category - 2014 - 2019
- Table 10 - Total Telecoms Revenue Market Share by Major Provider / Category - 2014 - 2019
- Table 11 - Historic - Total telecoms revenues by smaller operators, and total - 2005 - 2013
- Table 12 - Historic - Total telecoms revenues by major providers - 2000 - 2004
- Table 13 -Second-tier telcos - total revenue and annual change - 2010 - 2019
- Table 14 -Second-tier telcos - revenue ($million) by major provider - 2014 - 2017
- Table 15 -Second-tier telcos - Revenue and Market Share by major provider - 2017
- Table 16 - Historic - Second-tier telcos - revenue by provider - 2010 - 2014
- Table 17 - Historic - Second-tier telcos - revenue by major provider - annual change - 2010 - 2014
- Table 18 - Historic - Second-tier telcos - revenue by major provider - relative market shares - 2010 - 2014
- Table 19 - Historic - Second-tier telcos - revenue by provider (historic) - 2004 - 2007
- Table 20 - Historic - Second-tier telcos - revenue by major provider - relative market shares - 2004 - 2007
- Table 21 - Fixed-line telephone services in operation (millions) - 2013 - 2017
- Table 22 - Percentage of Australians with a fixed-line telephone service at home - 2013 - 2017
- Table 23 - Mobile subscribers, penetration and annual change (with forecast) - 2000 - 2022
- Table 24 - Mobile subscribers (millions) by MNO (with forecast) - 2009 - 2019
- Table 25 - Annual change of mobile subscribers by MNO - 2010 - 2019
- Table 26 - Market share of mobile subscribers by MNO (with forecast) - 2010 - 2019
- Table 27 - Historic - Annual change of mobile subscribers by carrier - 1995; 1997; 2000 - 2009
- Table 28 - Historic - Retail mobile subscriber market share by MNO and MNVO - 2015 - 2016
- Table 29 - MNO prepaid subscribers (millions) by operator - 2009 - 2017
- Table 30 - MNO market share of prepaid subscribers - 2009 - 2017
- Table 31 - MNO postpaid subscribers (millions) by operator - 2009 - 2017
- Table 32 - MNO market share of postpaid subscribers - 2009 - 2017
- Table 33 - MNO total market of prepaid and postpaid subscribers (millions) - 2009 - 2017
- Table 34 - MNO total market proportion of prepaid and postpaid subscribers - 2009 - 2017
- Table 35 - Prepaid as % of Total Subscribers by Operator - 2009 - 2017
- Table 36 - Postpaid as % of Total Subscribers by Operator - 2009 - 2017
- Table 37 - Historic - Share of postpaid subscribers by MNO and MNVO - 2014 - 2015
- Table 38 - Historic Share of prepaid subscribers by MNO and MNVO - 2014 - 2015
- Table 39 - Historic - 3G mobile subscribers by carrier - 2003 - 2011
- Table 40 - Historic - Annual change of 3G mobile subscribers by carrier - 2007 - 2011
- Table 41 - Historic - Proportion of 3G mobile subscribers versus total subscribers by carrier - 2006 - 2011
- Table 42 - Historic - 2G mobile subscribers by carrier - 2006 - 2011
- Table 43 - Historic - Annual change of 2G mobile subscribers by carrier - 2006 - 2011
- Table 44 - Telstra wholesale subscribers - 2009 - 2016
- Table 45 - Vodafone wholesale (MVNO) subscribers - 2014 - 2016
- Table 46 - Total mobile services market revenue and annual change (with forecast) - 2005 - 2019
- Table 47 - Historic - Total mobile services market revenue and annual change - 1993 - 2009
- Table 48 - Telstra mobile services revenue - 2009 - 2017
- Table 49 - Telstra mobile prepaid and postpaid revenue - 2008 - 2017
- Table 50 - Vodafone Australia revenue - 2009 - 2017
- Table 51 - Optus mobile revenue - 2013 - 2017
- Table 52 - Annual change of mobile market revenue per major operator - 2005 - 2017
- Table 53 - Historic - Mobile market revenue per major operator - 1993 - 2004
- Table 54 - Historic - Annual change of mobile market revenue per major operator - 1994; 1997; 2000 - 2004
- Table 55 - Mobile market share in revenue per major operator - 2000 - 2017
- Table 56 - Telstra mobile and broadband revenue - 2009 - 2017
- Table 57 - Blended monthly ARPU by MNO - 2000 - 2017
- Table 58 - Telstra mobile ARPU - prepaid, postpaid, mobile broadband - 2004 - 2017
- Table 59 - Optus postpaid ARPU per month - 2004 - 2017
- Table 60 - VHA Monthly ARPU - 2015- 2016
- Table 61 - Wireless broadband subscribers by access type - 2009 - 2017
- Table 62 - Mobile broadband subscribers by mobile network operator - 2007 - 2017
- Table 63 - Estimated mobile broadband data downloaded in Petabytes - 2007 - 2017
- Table 64 -Fixed wireless broadband subscribers - 2010 - 2017
- Table 65 - Proportion of people using smartphones for internet access - 2012 - 2017
- Table 66 - Internet connections via mobile handsets - 2011 - 2017
- Table 67 - Use of mobile phones and ownership of smartphones - 2013 - 2017
- Table 68 - Percentage of Australians mobile-only / no fixed-line telephone at home 2013 - 2017
- Table 69 - Australian handset shipments (historic) - 2004 - 2009
- Table 70 - Australian handset shipments - 2010 - 2016
- Table 71 - Historic - Australian handset brand market share - major suppliers - 2008 - 2014
- Table 72 - Estimated tablet users - 2010 - 2012; 2015 - 2016
- Table 73 - Tablet market share by manufacturer - 2014 - 2015
- Table 74 - Total Broadband Subscribers - Fixed vs Wireless - 2011 - 2017
- Table 75 - Total Broadband Subscribers - Fixed vs Wireless, annual growth - 2012 - 2017
- Table 76 - Total Broadband Subscribers - Fixed vs Wireless, market share - 2011 - 2017
- Table 77 - Historic - Total broadband subscribers and annual change - 2000 - 2011
- Table 78 - Total Broadband Subscribers by Access Type - 2011 - 2017
- Table 79 - Total Broadband Subscribers by Access Type, annual growth - 2012 - 2017
- Table 80 - Total Broadband Subscribers by Access Type, market share - 2011 - 2017
- Table 81 - Fixed Broadband Subscribers - DSL, Cable, Fibre - 2011 - 2017
- Table 82 - Historic - Broadband market share by technology - 2008 - 2015
- Table 83 - Fixed Broadband retail subscribers (thousands) by major provider - 2010 - 2017
- Table 84 - Fixed Broadband retail subscriber annual growth by major provider - 2011 - 2017
- Table 85 - Fixed Broadband retail subscribers market share by major provider - 2014 - 2017
- Table 86 - Historic - Total business and residential broadband subscribers
- Table 87 - Telstra broadband subscribers by sector - 2007 - 2016
- Table 88 - Historic - Broadband revenues by major provider - 2005 - 2015
- Table 89 - Historic - Annual change in broadband access revenues by major provider - 2006 - 2015
- Table 90 - Historic - Market share of broadband access revenues by major provider - 2005 - 2015
- Table 91 - Accessing the Internet by Service, Usage Patterns - 2013; 2017
- Table 92 - Number of ISPs by size in the Australian market - 2008 - 2017
- Table 93 - Fixed Broadband Subscribers (with Forecast) - 2010 - 2022
- Table 94 - NBN premises activated- 2014 - 2017
- Table 95 - NBN premises activated by platform - 2016 - 2017
- Table 96 - NBN premises serviceable by platform - 2016 - 2017
- Table 97 - NBN premises activated by platform - 2014 - 2016
- Table 98 - NBN premises serviceable by platform - 2014 - 2016
- Table 99 - NBN fibre premises serviceable by type - 2012 - 2016
- Table 100 - NBN fibre premises activated - 2011 - 2016
- Table 101 - Historic - Business, government and household broadband internet subscribers - 2009 - 2014
- Table 102 - Subscribers' average broadband speed - 2010 - 2017
- Table 103 - Average SVoD streaming speed by broadband service provider (Mb/s) - 2015 - 2017
- Table 104 - Internet subscribers by download speed - 2016 - 2017
- Table 105 - Historic - Proportion of internet subscribers by download speed - 2009 - 2015
- Table 106 - Historic - Internet subscribers by download speed - 2008 - 2015
- Table 107 - Terabytes of data downloaded by access technology - 2008 - 2016
- Table 108 - Annual change in data downloaded by access technology - 2011 - 2016
- Table 109 - Average data downloaded per subscriber (fixed-line and mobile) - 2013 - 2016
- Table 110 - NBN Revenue Statistics - 2013 - 2017
- Table 111 - NBN ARPU - 2013 - 2017
- Table 112 - NBN Capital Expenditure - 2013 - 2017
- Table 113 - NBN Cost per premises - 2014 -2017
- Table 114 - Cumulative End User Subscriptions by Technology - 2013 - 2017
- Table 115 - Market Share by Technology - Subscriptions - 2013 - 2017
- Table 116 - Cumulative Premises Ready For Service - 2016 - 2017
- Table 117 - Market Share Premises Ready For Service - 2016 - 2017
- Table 118 - Fixed Line Speed Tier Mix - 2016 - 2017
- Table 119 - Fixed Wireless Speed Tier Mix - 2016 - 2017
- Table 120 - Sky Muster Satellite Service Speed Tier Mix - 2016 - 2017
- Table 121 - NBN take-up rate - activated services vs serviceable premises - 2013-2016
- Table 122 -Property, Plan, Equipment and Intangible Assets
- Table 123 - FY 2017 Targets
- Table 124 - FttN expenditure - 2014 - 2016
- Table 125 - NBN uptake rates FttH and FttN
- Table 126 - FttN Roll Out 2014-2018 (cumulative ('000)
- Table 127 - FttN - Weighted average cost per premise by technology (rounded nearest $100)
- Table 128 - NBN revenue statistics FTTP / FTTP- FY 2013 - 2017
- Table 129 - FTTP / FTTP subscriber statistics - 2013-2017
- Table 130 - Annual FTTP / FTTP capital expenditure - FY 2013 - 2017
- Table 131 - FTTP Cost per premise - FY 2014-2016
- Table 132 - FTTP Greenfields rollouts 2014 - 2016
- Table 133 - FTTP Premises Ready for Service 2014-2018
- Table 134 - FTTP Premises Activated 2014 - 2018
- Table 135 - FTTP Weighted average cost per premise by technology (rounded to the nearest 100)
- Table 136 - NBN Cost per premises fixed wireless - FY 2014 - 2017
- Table 137 - FTTH Wireless Rollouts FY 2014 - 2017
- Table 138 - NBN Capital expenditure fixed wireless - FY 2013 - 2017
- Table 139 - NBN ARPU Fixed wireless - FY 2014-2016
- Table 140 - Pay TV subscribers, Foxtel, others and total - 2008 - 2017
- Table 141 - Pay TV subscribers - annual change by major operator - 2008 - 2017
- Table 142 - Historic - Pay TV subscribers - annual change by major operator- 1997 - 2007
- Table 143 - Historic - AUSTAR pay TV subscribers - 2008 - 2011
- Table 144 - Pay TV household penetration rates - 2005 - 2019
- Table 145 - Historic - Pay TV household penetration rates - 1997 - 2004
- Table 146 - Historic - Pay TV revenue by major operator - 1997 - 2004
- Table 147 - Pay TV revenue by major operator - 2005 - 2017
- Table 148 - Historic - Percentage change of pay TV revenue by major operator - 1998 - 2004
- Table 149 - Percentage change of pay TV revenue by major operator - 2005 - 2017
- Table 150 - Subscription TV advertising revenue and annual change - 2000 - 2017
- Table 151 -ARPU levels per operator AUSTAR versus FOXTEL - 2003 - 2017
- Table 152 - Pay TV industry annual churn rates - 1996 - 2017
- Table 153 - Preferred Entertainment Activities- 2012; 2016
- Table 154 - Historic - Percentage shares of capital city TV advertising market - 1998 - 2015
- Table 155 - Historic - Metropolitan advertising revenue for FTA commercial networks - 2009 - 2015
- Table 156 - Historic - Regional and total advertising revenue for FTA commercial networks - 2009 - 2015
- Table 157 - OTT Communications Market - 2015 - 2016
- Table 158 - Communicate by Service, Usage Patterns - 2013; 2017
- Table 159 - Estimated social networking members by major sites in Australia - 2010 - 2017
- Chart 1 - Total telecoms market - retail revenue ($ million) and forecast - 2007 - 2022
- Chart 2 - Total telecoms market - retail revenue ($ million) by service- 2007 - 2019
- Chart 3 - Total telecoms market - market share by service - 2007 - 2019
- Chart 4 - Total Telecoms Revenue ($ billion) by Major Provider / Category - 2014 - 2019
- Chart 5 - Total Telecoms Revenue Market Share by Major Provider / Category - 2014 - 2019
- Chart 6 - Second-tier telcos - total revenue ($ million) and annual change - 2010 - 2019
- Chart 7 - Mobile subscribers and penetration (with forecast) - 2007 - 2022
- Chart 8 - Market share of mobile subscribers by MNO (with forecast) - 2010 - 2019
- Chart 9 - Market share of mobile subscribers by MNO (with forecast) - 2010 - 2019
- Chart 10 - MNO market share of prepaid subscribers - 2009 - 2017
- Chart 11 - MNO market share of postpaid subscribers - 2009 - 2017
- Chart 12 - Total mobile services market revenue and annual change (with forecast) - 2010 - 2019
- Chart 13 - Overview of mobile revenue share per major operator - 2000 - 2017
- Chart 14 - PC, desktop and Mobile Device Ownership - 2016
- Chart 15 - Total Broadband Subscribers - Fixed vs Wireless - 2011 - 2017
- Chart 16 - Fixed Broadband Subscribers -DSL, Cable, Fibre - 2011 - 2017
- Chart 17 - Accessing the Internet by Service, Usage Patterns - 2013; 2017
- Chart 18 - Device used to go online - 2013; 2017
- Chart 19 - Fixed Broadband Subscribers (with Forecast) - 2010 - 2022
- Chart 20 - Devices uses for Traditional video viewing by device - June 2017
- Chart 21 - Devices uses for online video viewing by device - June 2017
- Chart 22 - Preferred Entertainment Activities- 2012; 2016
- Chart 23 -Time Spent Watching TV by method of programming - 2016
- Chart 24 - Australians accessing online video content online - 2017
- Chart 25-SVOD or pay-as-you-go services - June 2017
- Chart 26 -Devices or services used for streaming video to television - June 2017
- Chart 27 -Devices uses for Traditional video viewing by device - June 2017
- Chart 28 - Devices uses for online video viewing by device - June 2017
- Chart 29 - Online content watched in the last six months - 2017
- Chart 30 - Online video services used in the last six months - 2017
- Chart 31 - Catch-up TV services used in the last seven days- 2017
- Chart 32 - Communicate by Service, Usage Patterns - 2013; 2017
- Chart 33 - Activities performed online by Australian internet users - 2017
- Chart 34 - Social Networks Actively Used - 2016
- Chart 35 - Social Networking Sites Used - 2016
- Chart 36 -Social Media usage by age - June 2017
- Chart 37 -Top 10 Communications Apps Used - June 2017
- Chart 38 - Online shopping 2014- 2017
- Chart 39 - Most important influences on buying decisions - 2013; 2016
- Chart 40 - Attitudes Towards Online Advertising - 2016
- Chart 41- Music Streaming Services Used (in last seven days)
- Chart 42 - News brands used via online platforms in the last seven days - 2017
- Exhibit 1 - Key NBN highlights in FY2016
