Thailand Telecommunications Report Q4 2016

Date: September 21, 2016
Pages: 79
US$ 1,295.00
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)

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Includes 3 FREE quarterly updates

BMI View: Following the 4G spectrum auctions in late 2015 and the re-auction in May 2016, competition in the telecoms sector has been fiercer than ever. Efforts to migrate 2G subscribers to 3G and 4G networks have led to increased costs from marketing expenses and handset subsidies, and this has been reflected in operators' Q216 financials with DTAC experiencing an 89.7% y-o-y fall in net profits and True drawing a net loss for the quarter. While the licensing of spectrum through auctions has incentivised operators to speed up service development and network rollouts, the lack of regulator independence and a political agenda in telecoms will continue to weigh on the industry, and this could be aggravated by the establishment of the new Digital Economy and Society Ministry.

Latest Updates And Industry Developments
  • Jas Mobile failed to generate the estimated USD2.1bn required for the first instalment of the 4G spectrum licence it won last year. DTAC and True have walked away from the auction and AIS became the receiver of the spectrum block at Jas's winning bid. The failure of Jas to enter the market will ensure that competition amongst the three incumbent players will heat up.
  • Total mobile subscriptions have rebounded to 86.54mn in Q116 after falling for three consecutive quarters in 2015 as a result of the compulsory SIM registration drive which lasted till August. This figure still represents a 7.4% reduction from Q115 figures. However, a notable effect was the resulting rise in 3G/4G subscriptions as a percentage of total mobile subscriptions to 95%, from 85% a year earlier, and we forecast total 3G/4G subscriptions to reach 86.6mn by end-2020.
  • Despite the focus on the mobile sector this year, latest fixed broadband subscription data from the regulator has shown a strong continuous growth in subscribers, to 6.4mn in Q116, y-o-y growth of 14.3%. We believe this steady increase will continue into 2016, reaching 6.85mn by the year-end.
BMI Industry View
Industry Forecast
Latest Updates
Structural Trends
  Table: Telecoms Sector - Historical Data & Forecasts (Thailand 2013-2020)
Industry Risk/Reward Index
Asia Pacific Risk/Reward Index
  Table: APAC Telecoms Risk/Reward Index, Q416
Industry Risk/Reward Index
Market Overview
Market Drivers & Trends
  Table: 3G & 4G Uptake by Operator ('000)
Wireline Voice & Broadband
  Table: Broadband Market Growth
  Table: Thai Broadband Market (2015e)
Pay TV/ Convergence
Regulatory Development
Regulatory Overview
Industry Risks
Main Development: Concessions Vs Licensed Spectrum
Additional Developments
  Table: Thailand's Regulatory Bodies And Their Responsibilities
Competitive Landscape
  Table: Mobile Market Overview
  Table: AIS
  Table: DTAC
  Table: True
  Table: Broadband Connections
Company Profile
True Corporation
Advanced Info Service (AIS)
Demographic Forecast
  Table: Population Headline Indicators (Thailand 1990-2025)
  Table: Key Population Ratios (Thailand 1990-2025)
  Table: Urban/Rural Population & Life Expectancy (Thailand 1990-2025)
  Table: Population By Age Group (Thailand 1990-2025)
  Table: Population By Age Group % (Thailand 1990-2025)
  Table: Glossary Of Terms
Industry Forecast Methodology
Risk/Reward Index Methodology
  Table: Risk/Reward Index Indicators
  Table: Weighting Of Indicators
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Thailand Telecommunications Report Q1 2016 US$ 1,295.00 Nov, 2015 · 71 pages
Thailand Telecommunications Report Q2 2016 US$ 1,295.00 Mar, 2016 · 73 pages
Thailand Telecommunications Report Q3 2016 US$ 1,295.00 Jul, 2016 · 78 pages
Thailand Telecommunications Intelligence Quarterly US$ 625.00 Dec, 2011 · 60 pages

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