The South African mobile market is highly competitive
and at 159% has one of the highest penetration rates in Africa. BMI believes
organic growth in the market has now run out of steam, with average annual
growth for the next four years estimated at only 1.14%. Intense competition,
exacerbated by new MVNO me&you mobile launching in May 2015, will see
mobile ARPUs gradually decline. We expect regulatory progress on spectrum
management and network sharing agreements to remain slow, resulting in increasingly
aggressive moves to cut costs as operators seek to maintain their profit
margins. Similarly to the global trend, the South African telecoms market is
moving towards consolidation, with a merger between mobile operators Vodacom
and Neotel due imminently.
Key Data
- The mobile market grew by 1.5% quarter-on-quarter (q-o-q) in Q115 to bring total subscription base to 82.995mn.
- Market average average revenue per user (ARPU) declined by 11.9% in 2014 owing to intensified competition - though it showed signs of improvement in Q414 and Q115.
- 3G subscriptions accounted for 34.7% of the mobile market in 2014.
- The broadband market grew by 10.4% in 2014 to 7.6mn subscriptions.
For further information on this report, please visit- http://www.marketresearchreports.com/business-monitor-international/south-africa-telecommunications-report-q4-2015
The launch of 4G in the refarmed 1,800MHz spectrum
has stimulated 4G network expansion in Indonesia, with at least six operators
announcing ambitious expansion plans. However, strong take-up is not expected
in the near term, due to the high prices of smartphones and limited spending
power.
Furthermore, minimum local content requirements could
have the effect of increasing production costs and, subsequently, the prices of
smartphones. On the other hand, Indonesia's fibre broadband sector presents a
positive outlook for growth. With the entrance of 'disruptive' ISP MyRepublic
into the fibre broadband market, coupled with heavy investment from both the
private and public sector, better connectivity and lower prices can be
expected.
Increasing saturation of the mobile market and
declining voice revenues will force Indonesia's largest telecoms operators to
focus on the development of next-generation fixed and mobile data networks. The
country's mobile operators are accelerating their tower outsourcing and managed
services strategies in order to reduce operating costs. This is a sensible move
considering their weak bottom line performances.
For further information on this report, please visit- http://www.marketresearchreports.com/business-monitor-international/indonesia-telecommunications-report-q4-2015
The Kosovan telecommunications market offers few
opportunities for prospective and existing investors alike. The wireline voice
sector is small and the ageing infrastructure woefully under-utilised. Few
alternative players have the means or the appetite to compete for a small user
base. The mobile market is only a little more competitive, but with one MVNO
having expired investors are advised to look elsewhere for growth
opportunities. The wireline broadband market is more rounded, with a wider mix
of players, yet there is really only one alternative player of note. The lack
of consolidation in this fragmented market implies there is little value to be
unlocked and plummeting mobile ARPUs indicate that consumer spending appetites
are weak. Against this backdrop, there is the recurring problem of political
interference in policysetting and the on-off privatisation of incumbent PTK.
Key Data
Mobile penetration expected to stay below 100%
through to 2019 as operators prove unable or unwilling to reach into rural
areas. Boosted by the launch of 3G services, steady but modest subscription
growth is forecast for 2015-2019, culminating in 1.778mn subscriptions.
For further information on this report, please visit- http://www.marketresearchreports.com/business-monitor-international/kosovo-telecommunications-report-2015
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