3G in Australia: state of the market and operator strategies
In Australia, 3G migration is continuing at pace, with mobile broadband and smartphones driving competition and industry growth. Indeed, 3G connections comprised 58% of Australian mobile market connections in December 2009. In this report, Nathan Burley discusses the development of the 3G mobile market in Australia, and operator strategies.
Executive summary
In a nutshell
Ovum view
3G market development scenario: 2010–15
3G market development: 2010–15
3G market overview
3G continues to go from strength to strength
Market shares and connection figures
Connections moving to 3G
Network connection market share
Revenue market share
3G helps shift revenues to data
EBITDA market shares
3G net additions and connection market shares
Technology and networks
Rapid traffic growth drives capacity requirements
Roadmap for LTE in Australia
LTE following analogue TV switch off in Australia
LTE in 2.5GHz in Australia
LTE in other existing spectrum allocations in Australia
LTE trials by Australian operators
Telstra potentially excluded from digital dividend and 2.5GHz spectrum
LTE will provide further momentum to wireless broadband substitution
HSPA will continue to support growth prior to LTE
Telstra leads the way on HSPA
Coverage drives network expansion at Optus and VHA
Advantages of different frequency bands
Network-sharing becomes less important
VHA merger creates network complexity
Femtocells likely to appear in the Australian market
Impact of wireless on the NBN business case
Wireless will generate revenues for NBN
Wireless will steal revenues away from NBN
3G operator strategies
Telstra: still in the ascendancy but premium falling
Optus: challenging again
VHA: continued momentum post merger
In a nutshell
Ovum view
3G market development scenario: 2010–15
3G market development: 2010–15
3G market overview
3G continues to go from strength to strength
Market shares and connection figures
Connections moving to 3G
Network connection market share
Revenue market share
3G helps shift revenues to data
EBITDA market shares
3G net additions and connection market shares
Technology and networks
Rapid traffic growth drives capacity requirements
Roadmap for LTE in Australia
LTE following analogue TV switch off in Australia
LTE in 2.5GHz in Australia
LTE in other existing spectrum allocations in Australia
LTE trials by Australian operators
Telstra potentially excluded from digital dividend and 2.5GHz spectrum
LTE will provide further momentum to wireless broadband substitution
HSPA will continue to support growth prior to LTE
Telstra leads the way on HSPA
Coverage drives network expansion at Optus and VHA
Advantages of different frequency bands
Network-sharing becomes less important
VHA merger creates network complexity
Femtocells likely to appear in the Australian market
Impact of wireless on the NBN business case
Wireless will generate revenues for NBN
Wireless will steal revenues away from NBN
3G operator strategies
Telstra: still in the ascendancy but premium falling
Optus: challenging again
VHA: continued momentum post merger
LIST OF FIGURES
Figure 1: Australia mobile connections by technology
Figure 2: Total network connection market shares by operator in Australia
Figure 3: Half-yearly changes in mobile service revenue market share in Australia by operator
Figure 4: Operator half-yearly mobile service revenues in Australia
Figure 5: Market share of mobile market EBITDA by operator
Figure 6: 3G connection net additions and 3G connection market shares by operator in Australia
Figure 7: Potential access networks with LTE at Telstra
Figure 1: Australia mobile connections by technology
Figure 2: Total network connection market shares by operator in Australia
Figure 3: Half-yearly changes in mobile service revenue market share in Australia by operator
Figure 4: Operator half-yearly mobile service revenues in Australia
Figure 5: Market share of mobile market EBITDA by operator
Figure 6: 3G connection net additions and 3G connection market shares by operator in Australia
Figure 7: Potential access networks with LTE at Telstra
