Includes 3 FREE quarterly updates
Executive Summary
BMI View: The Czech Republic telecoms market contains a number of major international players such as Telefónica O2, T-Mobile and Vodafone in mobile, and Telefónica and UPC in wireline. The market has been under many of the same pressure s as markets throughout the region with market saturation,, regulatory factors such as cuts to mobile termination rates and the impact of the eurozone crisis on macroeconomic performance acting as drags on performance. However, while subscription growth may have slowed significant opportunities remain, not least in the booming wireless data market and VAS opportunities arising from the rapid proliferation of smartphone ownership.
Key Data:
Key Trends And Developments
In July 2012 the CTU cut mobile termination rates (MTR), with MTRs dropping to CZK0.55. The decision was confirmed on July 3 2012, with the new MTR rate impacting new contracts from July 15 2012 and existing contracts from September 15 2012. The decision is expected to squeeze operator ARPUs in H212 and 2013.
In June 2012 Telefónica O2 launched the first 4G LTE network in the Czech Republic covers the municipality of Jesenice and its surroundings, with a total population of around 10,000. The network was built by Chinese equipment vendor Huawei Technologies and runs on the 1.8GHz band. BMI expects uptake to be limited in the short term but nonetheless the arrival of LTE opens a new era of mobile broadband service provision and enables new higher value VAS.
Finally, in July 2012 the CTU published the final terms and conditions for the spectrum auction planned for H212.The regulator plans to reserve the 1800MHz bandwidth for newcomers to the market, which will also be able to access current mobile operators' networks, but the CTU will not be reserving spectrum in the 800MHz band. The CTU plans to cut the cost of new spectrum in the 1800MHz band by 20% to attract new entrants to the market.
Executive Summary
BMI View: The Czech Republic telecoms market contains a number of major international players such as Telefónica O2, T-Mobile and Vodafone in mobile, and Telefónica and UPC in wireline. The market has been under many of the same pressure s as markets throughout the region with market saturation,, regulatory factors such as cuts to mobile termination rates and the impact of the eurozone crisis on macroeconomic performance acting as drags on performance. However, while subscription growth may have slowed significant opportunities remain, not least in the booming wireless data market and VAS opportunities arising from the rapid proliferation of smartphone ownership.
Key Data:
- Drawing on new data released by the OECD BMI has upgraded our forecasts for the 3G market and dedicated wireless broadband market. We now estimate 4.57mn 3G subscriptions and 643,426 dedicated mobile broadband subscribers at YE11.
- The fixed broadband market has also continued to grow strongly, up by 7.7% in 2011 as total broadband penetration reached 29% at YE11.
- Non-voice ARPU development has plateaued in 2011 and Q112 and was only 0.2pps above the CEE average in Q112, compared to 0.6pps in Q111.
Key Trends And Developments
In July 2012 the CTU cut mobile termination rates (MTR), with MTRs dropping to CZK0.55. The decision was confirmed on July 3 2012, with the new MTR rate impacting new contracts from July 15 2012 and existing contracts from September 15 2012. The decision is expected to squeeze operator ARPUs in H212 and 2013.
In June 2012 Telefónica O2 launched the first 4G LTE network in the Czech Republic covers the municipality of Jesenice and its surroundings, with a total population of around 10,000. The network was built by Chinese equipment vendor Huawei Technologies and runs on the 1.8GHz band. BMI expects uptake to be limited in the short term but nonetheless the arrival of LTE opens a new era of mobile broadband service provision and enables new higher value VAS.
Finally, in July 2012 the CTU published the final terms and conditions for the spectrum auction planned for H212.The regulator plans to reserve the 1800MHz bandwidth for newcomers to the market, which will also be able to access current mobile operators' networks, but the CTU will not be reserving spectrum in the 800MHz band. The CTU plans to cut the cost of new spectrum in the 1800MHz band by 20% to attract new entrants to the market.
Executive Summary
SWOT Analysis
Czech Republic Mobile Sector SWOT
Czech Republic Fixed-Line Sector SWOT
Czech Republic Internet Sector SWOT
Czech Republic Political SWOT
Czech Republic Economic SWOT
Risk/Reward Ratings
Central And Eastern Europe
Central And Eastern Europe Risk/Reward Ratings, Q412
Czech Republic
Industry Forecast Scenario
Mobile
Table: Telecoms Sector – Mobile – Historical Data And Forecasts, 2009-2016
Mobile ARPU
Table: Telecoms Sector – Monthly Blended Mobile ARPU (CZK) – Historical Data And Forecasts
Fixed Line
Table: Telecoms Sector – Fixed Line – Historical Data And Forecasts
Internet
Table: Telecoms Sector – Internet – Historical Data And Forecasts
Market Overview
Regional Perspective
Czech Republic Mobile Market Regional Comparisons, 2011
Key Developments
Mobile
Market Share
Table: Net Additions ('000) And Market Shares (%)
Subscriber Mix
Usage (MOU/ARPU)
Networks
Mobile Content/Value Added Services
Mobile Contract Wins
Table – Mobile Contract Wins
Mobile Operator Data
Table: Market
Table: Telefonic O2 Cz
Table: T-Mobile
Table: Vodafone Cz
Central And Eastern Europe Mobile Content - Q412
Fixed Line
Table: Telefonica O2 Outbound Traffic
Table: Telefonica O2 Inbound Traffic
Internet
WiMAX
IPTV
Cable
Wireline (Fixed-Line And Broadband) Developments
Table: Wireline Developments (2008-2011)
Converged Service Operator Tables
Table: Telefonica Czech Republic
Table: UPC
Industry Trends And Developments
Regulatory Environment
Table: Czech Republic: Electronic Communications Regulatory Bodies And Their Responsibilities
Legislation
Interconnection And Access
CTU Under Political Pressure
Regulatoruy Developments
Competitive Landscape
Competitor Analysis
Table: Key Players: Czech Republic Telecoms Sector
Table: Selected Operators’ Financial Results
Company Monitor
Huawei's CEE Adventures
Leading Vendors' Financial Performance (US$mn), 2010-2011 [please re-format this table]
Company Profiles
Telefonica O2 Czech Republic
T-Mobile Czech Republic
Vodafone Czech Republic
Country Snapshot: Czech Republic Demographic Data
Demographic Forecast - Demographic Outlook 2012
The Czech Republic's Population By Age Group, 1990-2020 ('000)
The Czech Republic's Population By Age Group, 1990-2020 (% of total)
The Czech Republic's Key Population Ratios, 1990-2020
The Czech Republic's Rural And Urban Population, 1990-2020
Table: Glossary Of Terms
BMI Methodology
How We Generate Our Industry Forecasts
Table: Key Indicators For Telecommunications Industry Forecasts
Telecoms Business Environment Ratings
Risk/Reward Ratings Methodology
Ratings System
Indicators
Table: Ratings Indicators
Weighting
Table: Weighting Of Indicators
Sources
SWOT Analysis
Czech Republic Mobile Sector SWOT
Czech Republic Fixed-Line Sector SWOT
Czech Republic Internet Sector SWOT
Czech Republic Political SWOT
Czech Republic Economic SWOT
Risk/Reward Ratings
Central And Eastern Europe
Central And Eastern Europe Risk/Reward Ratings, Q412
Czech Republic
Industry Forecast Scenario
Mobile
Table: Telecoms Sector – Mobile – Historical Data And Forecasts, 2009-2016
Mobile ARPU
Table: Telecoms Sector – Monthly Blended Mobile ARPU (CZK) – Historical Data And Forecasts
Fixed Line
Table: Telecoms Sector – Fixed Line – Historical Data And Forecasts
Internet
Table: Telecoms Sector – Internet – Historical Data And Forecasts
Market Overview
Regional Perspective
Czech Republic Mobile Market Regional Comparisons, 2011
Key Developments
Mobile
Market Share
Table: Net Additions ('000) And Market Shares (%)
Subscriber Mix
Usage (MOU/ARPU)
Networks
Mobile Content/Value Added Services
Mobile Contract Wins
Table – Mobile Contract Wins
Mobile Operator Data
Table: Market
Table: Telefonic O2 Cz
Table: T-Mobile
Table: Vodafone Cz
Central And Eastern Europe Mobile Content - Q412
Fixed Line
Table: Telefonica O2 Outbound Traffic
Table: Telefonica O2 Inbound Traffic
Internet
WiMAX
IPTV
Cable
Wireline (Fixed-Line And Broadband) Developments
Table: Wireline Developments (2008-2011)
Converged Service Operator Tables
Table: Telefonica Czech Republic
Table: UPC
Industry Trends And Developments
Regulatory Environment
Table: Czech Republic: Electronic Communications Regulatory Bodies And Their Responsibilities
Legislation
Interconnection And Access
CTU Under Political Pressure
Regulatoruy Developments
Competitive Landscape
Competitor Analysis
Table: Key Players: Czech Republic Telecoms Sector
Table: Selected Operators’ Financial Results
Company Monitor
Huawei's CEE Adventures
Leading Vendors' Financial Performance (US$mn), 2010-2011 [please re-format this table]
Company Profiles
Telefonica O2 Czech Republic
T-Mobile Czech Republic
Vodafone Czech Republic
Country Snapshot: Czech Republic Demographic Data
Demographic Forecast - Demographic Outlook 2012
The Czech Republic's Population By Age Group, 1990-2020 ('000)
The Czech Republic's Population By Age Group, 1990-2020 (% of total)
The Czech Republic's Key Population Ratios, 1990-2020
The Czech Republic's Rural And Urban Population, 1990-2020
Table: Glossary Of Terms
BMI Methodology
How We Generate Our Industry Forecasts
Table: Key Indicators For Telecommunications Industry Forecasts
Telecoms Business Environment Ratings
Risk/Reward Ratings Methodology
Ratings System
Indicators
Table: Ratings Indicators
Weighting
Table: Weighting Of Indicators
Sources
