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アフリカ・中東のモバイルブロードバンド市場:LTE部門の収益促進要因と将来展望

Mobile Broadband in Africa and the Middle East: LTE Profit Drivers and Outlook

発行 Pyramid Research, Inc. 商品コード 304392
出版日 ページ情報 英文 34 Pages
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アフリカ・中東のモバイルブロードバンド市場:LTE部門の収益促進要因と将来展望 Mobile Broadband in Africa and the Middle East: LTE Profit Drivers and Outlook
出版日: 2014年05月30日 ページ情報: 英文 34 Pages
概要

LTEは現在、アフリカ・中東諸国のうち20ヶ国で商用利用が開始されています。湾岸諸国ではほぼ全ての通信事業者が契約者獲得手段としてLTEを活用していますが、アフリカ諸国の場合は、LTEの使い道はブロードバンド・アクセスやWiMAXとの一体化にほぼ限られています。アフリカ諸国では2015年中頃に周波数帯域の新規割り振りが実施され、1GHz以下の帯域も開放されますが、それまではブロードバンドLTE専業企業が顧客拡大を進め、またインターネット企業(Microsoft、Googleなど)がTV用ホワイトスペースの開放を目指して活動しています。湾岸諸国では携帯電話加入者のうちLTEにも加入した者の比率は30%に上りますが、アフリカ諸国では導入が遅れたため、まだ2〜5%に留まっています。その理由として、アフリカ諸国でLTEが近年になってようやく始まったことや、「モバイル通信事業者はまず3Gサービスで経験を積んでおくべきだ」という各国政府の見解などが挙げられます。

当レポートでは、アフリカ・中東諸国におけるモバイルブロードバンド市場について分析し、現在の市場構造・規制や収益モデル、新規技術(LTE)の導入モデルと今後の普及見通しなどを調査すると共に、3つの観点(収益促進要因・コスト・構造的変化)から市場の今後の方向性を考察しております。

第1章 エグゼクティブ・サマリー

第2章 イントロダクション

第3章 収益性の促進要因

  • 収益実現要因
    • 価格設定モデル
    • 新規/域内向けサービス
    • 通信デバイス
  • コストと規制
    • 新規ネットワークの開設
    • 規制
    • ネットワークの導入傾向
  • 市場構造の変動
    • 社会経済的要因
    • 市場競争

第4章 結論

目次
Product Code: TC0238MR

'Mobile Broadband in Africa and the Middle East: LTE Profit Drivers and Outlook,' a Telecom Insider Report by Pyramid Research, tackles the question of how LTE is positioned in Africa and the Middle East and what its growth drivers and consequences for mobile broadband are. It reviews the existing LTE deployments and assesses uptake vis-a-vis (and along with) 3G adoption and rollouts. We analyze the current circumstances and expectations for mobile broadband in AME by using three main pillars: revenue drivers (services, devices, pricing models), cost (regulations and deployment models) and structural dynamics (socioeconomic and competitive characteristics).

Key Findings

LTE is commercially present in about 20 countries in Africa and the Middle East. In the wealthy Gulf countries almost all mobile operators use LTE as their new basis of competition for mobile subscriptions, whereas in Africa the use of LTE is mostly limited to fixed-use cases for broadband access, following WiMAX migrations.

Mobile operators in Africa are waiting for the digital dividend, scheduled for mid-2015, and the release of frequencies in the sub-1GHz spectrum before aggressive LTE deployments. Until then, pure broadband LTE companies have a window of opportunity to expand their subscriber bases, while Internet companies, such as Microsoft and Google, will have time to lobby for the utilization of TV white spaces.

In the Gulf markets, pricing of mobile data is often uniform across 3G and LTE networks, while in Africa, the arrival of LTE broadband brought with it a wave of segmentation in the packaging and pricing of mobile data, for instance through data sharing and time-of-day packages.

Although network sharing or wholesale LTE networks are possibilities, unfavorable competitive dynamics in most AME markets hamper the development of such cost-effective deployment models.

In the Gulf markets, LTE will account for 30% of mobile subscriptions by 2018, while the figure will be in the 2-5% range across African markets due to late entries by mobile operators. This is in line with African regulators who raise concerns that the mobile operators should gain more experience with 3G.

Synopsis

This Telecom Insider tackles the question of how LTE is positioned in Africa and the Middle East and what its growth drivers and consequences for mobile broadband are. It reviews the existing LTE deployments and assesses uptake vis-a-vis (and along with) 3G adoption and rollouts. We analyze the current circumstances and expectations for mobile broadband in AME by using three main pillars: revenue drivers, cost constraints and structural dynamics.

Among revenue drivers, we discuss the implications of the emergence of local content that justifies the growing use of high-speed mobile networks, such as OTT video and e-commerce applications. We also highlight the changes in how operators package and price LTE in Africa and the Middle East, as well as the landscape of devices available to mobile broadband. In the cost section, we emphasize the LTE network deployment models in use or planned by the operators, as well as the regulatory constraints and enablers surrounding the future of LTE in AME. In the structural dynamics section, we focus on the effects of socioeconomic market characteristics and how competition incentivizes or postpones LTE deployments in some markets.

Also in this report, you will find a detailed list of existing LTE deployments, projections on mobile broadband uptake over the next five years, as well as concrete conclusions and recommendations regarding the future of LTE and mobile broadband in Africa and the Middle East. The report visits multiple cases of successful and failed deployments, as well as analytical comparisons across markets that can be used for decision-making.

Reasons To Buy

This Insider Report provides a comprehensive examination of service provider business models around LTE in Africa and the Middle East market to help executives fully understand market dynamics, determine what works and what doesn't, formulate effective product development plans and optimize resource allocation and return on investments.

This Insider Report provides a five-year forecast of LTE uptake in Africa and the Middle East, developed using Pyramid Research's rigorous bottom-up modeling methodologies, to enable executives to effectively position their companies for growth opportunities and emerging trends in demand for their products.

Constant references to actual events and developments in Africa and the Middle East support the findings of the report, providing insight into particular deployment models in the GCC countries as well as in sub-Saharan markets where commercial LTE has been made available. This will help the reader understand both the challenges confronted in the real world and the strategies employed to overcome those challenges.

The report discusses concrete opportunities in the LTE and mobile broadband market in Africa and the Middle East, providing a number of actionable recommendations for operators, service providers, infrastructure companies and investors.

Table of Contents

1. Executive summary

2. Introduction

3. Drivers of profitability

  • Revenue enablers
  • Pricing models
  • New and local services
  • Devices
  • Costs and regulations
  • New network rollouts
  • Regulations
  • Deployment trends
  • Structural dynamics
  • Socioeconomic factors
  • Competition

4. Conclusions

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