Recently released market study: Thailand Telecommunications Report Q1 2010

Dec. 31, 2009 - PRLog -- Could consolidation of Thailand's market be on the cards? Hutchison Telecom has refrained from reporting its KPIs for Q209, as its parent company decides on whether to exit the Thai mobile market. The operator, which has been discounting its inactive subscriber base, and is estimated by BMI to have had 1.020mn subscribers as of Q209, has most likely been concerned by the existing maturity of the sector. For market leader AIS and second-ranked DTAC, the operators reported a fall in net profits in Q309, down by 7.7% y-o-y and 11.3% y-o-y, respectively. Both operators, along with third-ranked True Move, which reported a net loss of THB563mn (THB83mn higher than the previous quarter) in Q209, have attributed the weak results to the economic slowdown and a slump in tourist activity due to swine flu. This problem, and the fact that Thailand's regulatory body remains inefficient - the sector is still awaiting the auction of 3G licences two years on - has perhaps been a major factor for Hutchison Telecom to consider the future of its Thai mobile sector. Given that it has a market share of around 1.6%, the operator could easily be absorbed by one of the top three operators without upsetting the market. Indeed, Hutchison Telecom could be an attractive asset, given that it maintains a higher percentage of postpaid subscribers compared to any other operator. Within the fixed-line market, demand for services is in decline. TOT revealed that, at the end of 2008, there were 6.665mn lines, which was down from 6.709mn reported in the previous year. The affordability of mobile services, which has come down significantly, has made fixed line increasingly unattractive. To this end, Thailand's fixed-line operators are looking to focus on the broadband market. The three fixedline operators, TOT, True and TT&T, are able to provide fixed-line and wireless broadband, as they also hold mobile businesses. Demand for broadband services in terms of lower prices and also higher speeds is on the rise across Thailand, and operators have expressed concern over the widening digital divide occurring between rural and urban markets. True, which retains a majority market share of 50% in the broadband sector, is looking to invest THB3.5-5bn in new technology and coverage services such as WiMAX and VDSL, as well as FTTB in the next two years. BMI is forecasting that the number of broadband subscribers will reach 2.2mn by the end of 2009, before rising to 13.4mn as of 2014, representing a 20.2% share of the population. This will surpass internet penetration rates for the first time, at 16.9% in 2014.

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Partial Table of Contents:

Executive Summary
- SWOT Analysis
Table: Thailand Wireline (Fixed Line & Broadband) SWOT
Table: Thailand Mobile SWOT
- Thailand Political SWOT
- Thailand Economic SWOT
- Thailand Business Environment SWOT
- Business Environment Ratings
- Asia
- Thailand
Table: Asia Telecoms Business Environment Ratings
- Industry Forecast Scenario
- Mobile
Table: Telecoms Sector - Mobile - Historical Data & Forecasts
- ARPU
Table: Telecoms Sector - ARPU - Historical Data & Forecasts
- Fixed Line
Table: Telecoms Sector - Fixed Line - Historical Data & Forecasts
- Internet
Table: Telecoms Sector - Internet - Historical Data & Forecasts
- Market Data Analysis
- Mobile
- Mobile Market Overview
Table: Thai Mobile Market June 2009
Table: Thai Mobile Net Additions Market June 2009
- Subscriber Divisions
Table: Thailand Operator Subscriber Mix
- MOU & ARPU
- A Comparison Of Minutes Of Use By Operator (mn)
- 3G
Table: Thailand 3G Market Plans
- AIS
- DTAC
- TRUE
- Others
- Mobile Contract Wins
Table - Mobile Contract Wins
- Mobile Content
- Regional Outlook
Table: Asia VAS Market By Service (US$bn)
- Country Outlook
- SMS
- Ringtones & Mobile Music
- Mobile Money
- Value-Added Services Timeline
Table: Selected VAS Services (2008-2009)
- Mobile Operator Data
Table: Thailand Mobile Market Overview
Table: AIS
Table: DTAC
- TRUE
Table: Hutchison Telecom
- Fixed Line
- Fixed-Line Market By Operator Shares - 2008
- True Revenue From Fixed-Line Telephony (%)
- Payphones
- Thailand's Payphone Market By Operator (2008)
- Internet
- True
- TOT
- TT&T
- CAT
- IPTV
- WiMAX
- Wireline (Fixed-Line & Broadband) Developments
Table - Wireline Developments (2008-09)
- Regulatory Environment & Industry Developments
- Thailand’s Regulatory Bodies And Their Responsibilities
- Licensing
Table: Thailand Licences (February 2007)
- 3G And WiMAX Licences
- Regulatory Developments
- Competitive Landscape
- Competitor Analysis
- Key Players
Table: Key Players - Thai Telecoms Sector
Table: Selected Operators’ Financial Results (US$mn)
- Company Monitor
Table: Ericsson Segment Sales (SEKbn)
Table: Major Contracts Awarded To Ericsson (2009)
Table: Ericsson Net Sales By Region (SEKmn)
Table: Sony Ericsson Financial Statements
- Select

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