|
|
The Networked Economy e-Newsletter

Formerly the Telecoms & Broadband Business Newsletter - Published since 1983

06 Sep 2016  

Follow us on...   BuddeBlog   Paul on Google+  Paul on LinkedIn  Follow Paul on Twitter  BuddeComm on Facebook    


Telecoms sector in Syria showing resilience despite challenging environment

International attention brings telecoms benefits to the Republic of Marshall Islands

Myanmar remains poised for the entry of a Fourth Mobile Operator

NBN making progress but dark clouds ahead

Digital Media and Video Streaming reports - 50% discount till September 20th

TPG’S Star Continues to Rise

Senegalese government to revise telecoms legislation to keep pace with ICT changes

South Sudan telcos reeling from effects of civil war

All Kazakhstan mobile operators set to launch 4G LTE services

India’s Fixed Line Broadband Market Remains Underdeveloped

Taiwan’s Telecommunications Industry Continues to Flourish

Some countries are demonstrating regional leadership in mobile market

The Solomon Islands need to sustain civil stability for telco sector growth

 

 

Dear opnews

Paul’s Analyses on the BuddeBlog

Telecoms sector in Syria showing resilience despite challenging environment 

The years of civil unrest in Syria have taken their toll on Syria’s telecommunications infrastructure and while the capital Damascus has survived reasonably well, it is the outskirts, rural and remote areas which have felt the brunt of the destruction.

 

International attention brings telecoms benefits to the Republic of Marshall Islands 

The Marshall Islands was identified by the World Bank as being one the least connected communities in the world in 2013. It was subsequently awarded funding from the World Bank to improve Internet and mobile services.

 

Myanmar remains poised for the entry of a Fourth Mobile Operator 

The big change in Myanmar’s telecom sector has been the entry of two foreign operators in the local mobile market, joining the former monopoly operator, Myanmar Post and Telecommunications (MPT). Buoyed by the success of the arrival of Qatar’s Ooredoo and Norway’s Telenor.

 

NBN making progress but dark clouds ahead 

By late 2016 – seven years after the launch of the NBN – over two million premises were able to connect to the NBN. So far three-quarters have access to FttH (fibre to the home), the remainder to wireless and satellite networks.

 

 

Latest BuddeComm news and analyses from our Senior Research analysts

Digital Media and Video Streaming reports - 50% discount till September 20th

The global digital media entertainment market continues to go from strength to strength in 2016. In particular the global streaming revolution is gathering pace. Streaming is closing in on broadcast TV and the Internet now rivals broadcast TV as a vehicle to deliver consumer content. The entertainment industry generally is flourishing on the back of improved mobile and broadband infrastructure and consumers today have an enormous appetite for gaming, social media, video streaming and music.

The success of social networking remains undiminished and the evolution of social media as a marketing and purchasing tool continues.  Accessing social media via mobile devices has become the norm in the developed markets and mobile social networking companies are now hoping to capitalise on the developing markets where mobile devices have the potential to be a much larger market than fixed based internet services. Mobile video communication in the developed markets is also a key area for potential growth via services such as FaceTime.

Running to September 20th 2016, BuddeComm is offering a 50% discount on the reports showing below. 

Digital Media and Video Streaming Reports

Discounted Price*

Australia - Video Streaming, Broadcasting and Pay TV

$550

Global Digital and Mobile Media - Video Streaming, Smart TV and Entertainment Industries

$550

Latin America - Video Streaming and Digital Media

$550

For more information see Global Research or contact Julie

*Single User Licence, PDF format, US$, Plus GST for Australian customers

 

TPG’S Star Continues to Rise

TPG has been growing from strength to strength and after its successful acquisition of iiNet is now in the top three of the Australian telecoms market. TPG now has the largest fixed data network and voice network after Telstra, the largest fully converged voice, video and data IP-based access network in regional Australia, and the largest voice-enabled IP network.

With an efficient and cost effective business model, TPG remains one of the most successful competitors in the competitively priced residential broadband market. Its cost structure and low exposure to legacy high-margin products allows it to be aggressive on price and thus win market share. This has resulted in consistently strong organic earnings growth and at the same time it enjoys one of the highest margins in the industry.

Being one of the most active and aggressive telcos in Australia, lots more firework is expected from the company over the coming year.

TPG Telecom Limited

 

Senegalese government to revise telecoms legislation to keep pace with ICT changes

Senegal’s economic growth has improved steadily in recent years, with GDP estimated to have grown 5.1% in 2015. This has translated into consistent growth in the telecom market, with the number of mobile subscribers having increased 2.6% in the first quarter of 2016 alone. Orange Group’s local subsidiary Sonatel is the dominant player in both the fixed-line and mobile sectors, though there is effective competition in the mobile sector from Tigo Senegal and Sudatel’s local unit Expresso, which have a 23% and 21% market share, respectively.

The mobile market has prospered, helped in part by poor fixed-line infrastructure in some rural areas. Mobile penetration reached about 117% by mid-2016. A range of value-added services is available to subscribers, including mobile broadband access, which has become by far the dominant internet platform, accounting for about 98.5% of all internet accesses as of mid-2016.

Recent licensing developments will help propel the LTE sector. In June 2016 Sonatel secured a 17-year LTE licence (reduced from 20 years), as well as an extension to its fixed-line, 2G and 3G operating concessions (which had been due to expire in 2017) for no additional cost. The LTE licence includes the use of 10MHz of spectrum in the 1800MHz band and 10MHz in the 800MHz band. Sonatel must provide 70% population coverage within five years and 90% coverage within ten years.

For more information see African research reports or contact Julie.

New African Research

Price*

Eritrea - Telecoms, Mobile and Broadband - Statistics and Analyses 

$350

Senegal - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses 

$440

Somalia - Telecoms, Mobile and Broadband - Statistics and Analyses 

$350

Sudan - Telecoms, Mobile and Broadband - Statistics and Analyses 

$450

Tunisia - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses 

$435

*Single User Licence, PDF format, USD, Plus GST for Australian Customers

 

 

South Sudan telcos reeling from effects of civil war

The continuing civil war in South Sudan threatens an exacerbation of suffering for the population, while the IMF predicts that GDP would contract by 5.3% in 2016. Oil was the country's get out of jail card, though the crash in pricing and overall disruption has dramatically reduced revenue for the government. The government itself is propped up by central bank loans, so effectively printing money and driving up inflation. There remain opportunities for investors, particularly in the mobile sector, though conditions are hard. The mobile operators MTN and Zain have both cut back on their workforces and have changed the way they do business as they morph into survival mode. Services are becoming intermittent as the difficulties in maintaining and fuelling base stations (dependent on generators for the most part) mount. Zain's parent company is reluctant to commit more money on the loss-making operation. A spiral of decline is evident, and telcos are hoping for political settlement and social stability as eagerly as anyone else.

For more detail see South Sudan - Telecoms, Mobile and Broadband - Statistics and Analyses

 

All Kazakhstan mobile operators set to launch 4G LTE services

Kazakhstan’s mobile market has experienced particularly strong growth over the last decade or so but is now slowing as it is highly mature and saturated.   The mobile subscriber growth rate in 2015 and 2016 was very low as the market reached over 31 million subscribers in 2016.  Further slow growth is predicted over the next five years to 2021.

In March 2016 Sweden’s Tele2 Group completed a deal to combine its assets in Kazakhstan with those of rival mobile operator Altel in a move which reduces the number of players in the market from four to three.

All four of Kazakhstan’s cellular operators are expected to have 4G LTE networks live in all regional capitals by the third quarter of 2016, and to have expanded services to most cities by the end of 2016.

Kazakhstan has a mature and developed mobile broadband market.  Market penetration increased rapidly from 23% in 2010 to 57% in 2013 and since then has stabilised and has been growing at a more moderate rate. Penetration by 2016 reached 61%.

In May 2016 the two telcos signed a MoU covering the development of new services and the opening of new international traffic routes between the Middle East, Asia and Europe.

For more information see Asian research reports or contact Julie.

New Asian Research 

Price*

China - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses 

$1,150

Kazakhstan - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses

$515

Kyrgyzstan - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses 

$500

Singapore - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses 

$795

 *Single User Licence, PDF format, US$, Plus GST for Australian Clients

 

India’s Fixed Line Broadband Market Remains Underdeveloped

Despite a booming internet market across the country, India’s move into high-speed broadband internet access has been distinctly sluggish. When it came to high-speed broadband access, for long time there was a reluctance to adopt what was on offer, especially within the corporate sector, and the growth of broadband remained relatively slow for some time.

India’s fixed broadband market remains underdeveloped in India, mainly due to the dominance of the mobile platform and an unwillingness by operators to invest in fixed broadband infrastructure. Between 2011 and 2015, fixed broadband penetration increased only marginall. During 2015/16 the market grew by nearly 10% reaching. Moderate growth is predicted for the next five years to 2021.

India - Fixed Broadband, Digital Economy and Digital Media - Statistics and Analyses

 

Taiwan’s Telecommunications Industry Continues to Flourish

Taiwan has developed a dynamic telecommunications industry defined by excellent telecommunications infrastructure and a very competitive mobile market. Taiwan’s fixed-line market continues to be dominated by incumbent operator Chunghwa Telecom despite competition and fixed mobile substitution eating into its market share and fixed-line revenue. However the market remains important due to the increasing popularity of fixed broadband which is undergoing a transition from predominantly DSL to fibre access based platforms.

Taiwan’s telecoms industry is served by six mobile operators and four fixed-line operators. However, many telecoms sub-sectors are at or near saturation which limits the scope for growth.

Taiwan boasts one of the world’s most advanced broadband networks and broadcasting infrastructure. To improve its position within the ICT value chain the Taiwanese government and private investors invested significantly in developing standards such as WiMAX. Private investors are attracted to Taiwan due to its regulatory certainty, market maturity, an educated workforce and highly clustered ICT sector that sits at the heart of Taiwan’s economic development.

Taiwan - Telecoms Infrastructure, Operators, Regulations - Statistics and Analyses

 

Some countries are demonstrating regional leadership in mobile market

The global mobile market has become far more competitive in most markets around the world due to liberalisation, the rise of Over-The-Top (OTT) providers and, in some cases, the introduction of MVNOs. In addition, as operators go hunting for new revenue streams, there has been much regional and international expansion occurring - along with consolidation. Among this competitive and challenging environment, Nigeria; China; Australia; USA; Russia; Germany; United Arab Emirates and Brazil are all examples of mobile markets which are demonstrating regional leadership.

Global Mobile Operators - Regional Leaders - Overview and Statistics

 

The Solomon Islands need to sustain civil stability for telco sector growth

After thirteen years of peace-keeping in the Solomon Islands, in 2016 the Regional Assistance Mission (RAMSI) is set to withdraw, prompting concerns that civil instability may rise again. This would be to the detriment of the country overall including the telecoms sector which finally began to exhibit progress over the past few years as a result of both the civil and economic stability. Recently mobile uptake has grown quickly with the next developments focusing on mobile broadband infrastructure and services. 

Solomon Islands - Telecoms, Mobile and Broadband - Statistics and Analyses

 

 

 

 Follow us on...   BuddeBlog   Paul on Google+  Paul on LinkedIn  Follow Paul on Twitter  BuddeComm on Facebook



Paul Budde
Communication Pty. Ltd.
A.B.N. 49 050 891 0975
5385 George Downes Drive
Bucketty NSW 2250
Australia
ph: 02 4998 8144
fax: 02 4998 8247
ph: int +61 2 4998 8144
fax: int +61 2 4998 8247
www.budde.com.au
pbc@budde.com.au
Unsubscribe from this email list


5.4Score
Be the first to
mark Beautiful

Email Newsletter

Sign up for our email newsletters

Facebook Page

Twitter Page

Recent Post

Tags