Australia Telecommunications Industry Update Quarter 2 2012
$ 1 088
- March 2013
- by Business Monitor International
- 112
Includes 3 FREE quarterly updates
BMI View: The Australian telecommunications industry is one of the highest value markets in Asia Pacific
and even the world, underpinned by high incomes and strong uptake of higher value services such as
broadband and smartphone handsets However, subscription growth opportunities are severely limited in
the years ahead due to the highly saturated nature of the market Operators are increasingly focused on
value generation strategies, although the ARPU downtrend demonstrates this has yet to pay off
dramatically However, the market is currently seeing high levels of investment in next generation
broadband technologies which we believe will buoy ARPUs throughout 2013
Key Data:
• Australian mobile operators saw mixed performances in 2012 - Telstra was the biggest winner with
1 2mn net additions, while SingTel Optus gained only 156,000 We estimate that Vodafone Hutchison
Australia lost 342,000 subscribers
• Despite the introduction of LTE and value-added services, we expect strong competition and a
deteriorating economy to apply downward pressure on ARPUs
BMI Industry View 7
SWOT 9
Mobile SWOT 9
Wireline SWOT 11
Political 13
Economic 14
Business Environment 15
Industry Forecast 17
Mobile 17
Table: Telecoms Sector - Mobile - Historical Data And Forecasts 17
ARPU 19
Table: Telecoms Sector - Mobile ARPU - Historical Data And Forecasts (AUD) 19
Fixed-Line 20
Table: Telecoms Sector - Fixed Line - Historical Data And Forecasts 20
Broadband 21
Table: Telecoms Sector - Broadband - Historical Data And Forecasts 21
Industry Risk Reward Ratings 24
Asia Pacific Risk/Reward Ratings 24
Table: Asia Pacific Telecoms Risk/Reward Ratings Q2 2013 29
Australia Risk/Reward Ratings 30
Market Overview 32
Mobile 32
Regional Perspective 32
Table: Australia Mobile Market Regional Comparisons, 2012 33
Market Growth 34
Market Shares 35
Table: Australia Mobile Market By Operator, December 2012 36
Usage 37
Networks 38
Table: Australia 3G Subscriber Growth ('000) 40
Mobile Content 44
Table: Selected Value-Added Services 46
Mobile Operator Data 47
Table: Australia Mobile Market Overview 47
Table: Telstra 47
Table: SingTel Optus 49
Table: Vodafone Hutchison Australia 51
Asia Pacific Mobile Content 52
Fixed-Line 59
Table: Telstra Fixed-Line Operation 59
Table: Telstra Fixed-Line Usage (mn) 60
Broadband 61
Table: Australia Internet Subscription By Technology ('000) 61
Table: Australia Broadband Subscribers By Operators ('000) 63
Industry Trends And Developments 69
Table: Industry Trends And Developments 70
Regulatory Development 72
Table: Australia: Regulatory Bodies And Their Responsibilities 73
Table: Australia: Regulatory Bodies And Their Responsibilities Cont 74
Table: Australia: Regulatory Bodies And Their Responsibilities Cont 75
Competitive Landscape 81
Table: Key Players 81
Table: Selected Operator Revenues (US$mn) 81
Company Profile 82
Telstra 82
SingTel Optus 87
Vodafone Hutchison Australia 92
Regional Overview 97
Vendor Profile 97
Table: ZTE Product Portfolio 97
Financial Performance 97
Table: Major Telecoms Equipment Vendor Revenue (US$mn) 98
Moving Beyond Key Markets 99
Table: ZTE Asia Developments 101
Demographic Forecast 103
Demographic Outlook 103
Table: Australia's Population By Age Group, 1990-2020 ('000) 104
Table: Australia's Population By Age Group, 1990-2020 (% of total) 105
Table: Australia's Key Population Ratios, 1990-2020 106
Table: Australia's Rural And Urban Population, 1990-2020 106
Glossary 107
Table: Glossary Of Terms 107
Methodology 109
Table: Key Indicators For Telecommunications Industry Forecasts 109
Telecoms Business Environment Ratings 110
Table: Ratings Indicators 111
Table: Weighting Of Indicators 112