At a time when BMI’s telecoms analysts believes Asia’s mobile market to provide a mixed bag of results, with some markets having peaked while others offer exceptionally high growth rates, BMI presents a new report; Dividing The 3G Mobile Market In Asia. With our telecommunications analysts anticipating the mobile market to offer solutions to operators in developed markets via content delivery and mobile growth as an attractive alternative to fixed-line in developing states, we highlight the importance of 3G service adoption regardless of penetration rate, and assess:

  • Key industry trends and growth dynamics for each market, including BMI’s independent 5-year industry forecasts to end-2012.
  • Business and Operational Risks to telecommunications companies in each market via BMI’s proprietary country-comparative Industry Business Environment Rating.
  • Market prospects via our Company Profiles and competitive intelligence on 18 leading mobile operators (see full list below).

The potential is impressive: We believe that the least developed mobile markets hold the biggest potential, with China expected to have 450mn 3G subscribers by 2012.

And the return equally attractive: Asia is the world’s largest mobile value added services market, accounting for some 40% of a global market worth US$153bn in 2007. This should provide a healthy return and improved Average Revenue per User (ARPU) rates.

But, there are risks: While BMI’s telecoms analysts believe that 3G growth will provide substantial economic prosperity to operators, it will remain vulnerable to policies introduced by telecommunications regulatory bodies, with many of the high-growth markets subject to unstable macro-economic climates.

Key Benefits of the Report

  • Identify and evaluate the scale of growth opportunities across 10 key markets for mobile operators
  • Benchmark competitors and peers in each market using recently researched company profiles, featuring latest intelligence on 18 mobile companies, analysing competitive positioning, opportunities, risks and strategies of each company
  • Benchmark your own views and forecasts for market performance against BMI’s independent 5-year industry forecasts for mobile and 3G subscribers
  • Use BMI’s country-comparative business environment ratings to assess the operating risks, opportunities and key factors impacting corporate profitability in each of the 10 markets covered

We believe this Report is required reading for the following senior executives in your business:

  • Strategists – Gain an insight into the commercial opportunities available in Asia’s 3G market, using our clearly-explained medium-term economic forecasts (2008-2012) to benchmark your own growth projections.
  • Risk Managers – Discover the key Industry, Political, Economic and Operational risks facing companies in these rapidly developing states, and exploit BMI’s quantitatively-based risk assessment model to stress-test your own assumptions.
  • Country Managers - Gain an insight into the country-specific growth trajectories and the key strengths of your clients and competitors.
  • Financial Planners – Critically evaluate the assumptions underpinning your medium-term financial projections using BMI’s growth projections for the future direction and value of the currency and key domestic interest rates; the principal determinant of business investment and consumer spending growth.

Companies included in this Report:
SK Telecom, KTF, NTT DoCoMo, KDDI, Softbank Mobile, SingTel Mobile, Starhub, China Mobile, China Unicom, Reliance, Bharti Airtel, Telkomsel, Indosat, Excelcomindo, Celcom, Maxis Communications, Smart Communications, Globe Telecom

CONTENTS

Introduction

  • The 3G Mobile Market In Asia
    • Table 1: Mobile Penetration Rates in Asia
    • Table 2: 3G Mobile Subscriber Numbers in Asia

Business Environment Ratings

  • Asia
    • Table: Business Environment Rankings
    • Chart: Nominal Budget Balances (% of GDP)
    • Chart: Months of Import Cover
  • China
  • India
  • Indonesia
  • Japan
  • Malaysia
  • Pakistan
  • Philippines
  • Singapore
  • South Korea

Five Year Forecasts

  • China
    • Table: China Telecoms Sector – Mobiles – Historical Data & Forecasts
  • India
    • Table: India Telecoms Sector – Mobiles – Historical Data & Forecasts
  • Indonesia
    • Table: Indonesian Telecoms Sector – Mobiles – Historical Data & Forecasts
  • Japan
    • Table: Japan Telecoms Sector – Mobile – Historical Data & Forecasts
  • Malaysia
    • Table: Malaysian Telecoms Sector – Mobiles – Historical Data & Forecasts
  • Pakistan
    • Table: Pakistan Telecoms Sector – Mobiles – Historical Data & Forecasts

Market Data Analysis

  • China
    • Table: China Mobile Market, October 2007
    • Table: China Mobile Market, Net Additions October 2006 - October 2007
    • Table: China Mobile VAS Revenues (CNYbn)
    • Table: China AMOU le vels, 2003-Q307
    • Table: China ARPU Levels, 2003-Q207
  • Manufacturers
  • India
    • Table: Indian Mobile (GSM/CDMA) Market, September 2007
    • Table: Wireless Net Additions Market, Q307
  • Indonesia
    • Table: Mobile Net Additions & Targets (June 2007,mn )
    • Table: Leading Mobile Operators ’ Share Of The Net Additions Mar ket (%)
    • Table: No of Mobile Subscribers (H107)
    • Table: Indonesia Mobile Operator ARPU Breakdown
    • Table : Major Fixed Wireles Operators - Number of Mobile Subscribers (mn)
  • Japan
    • Table: Japanese ARPUs Q106-Q207 (JPY/month)
    • Table: Japanese Data ARPUs Q106-Q207 (JPY/month)
    • Table: Japanese Voice ARPUs Q106-Q207 (JPY/month)
  • Malaysia
    • Table: 3G Mobile Subscriber Market - November 2007
    • Table: 3G Mobile Net Additions (December 2006 - November 2007)
    • Table: Malaysia Mobile Net Additions (3M ended June 2007)
    • Table: Malaysia Mobile Market (Q207)
    • Table: Malaysia ’s ARPU Divide (MYR)
    • Table: Celcom Regional Customer Base (mn) - September 2007
  • Pakistan
    • Table: Pakistan Mobile Market, September 2007
    • Table: Mobilink Market Share 2005-07
    • Table: Pakistan Mobile Market, Net Additions 9M07 - Leading Operators
    • Table: Revenues from Data / Voice Services per Mobile Operator, 2007

Mobile Database

  • China
    • Table: China Mobile
    • Table: China Unicom
  • India
    • Table: Bharti Airtel
    • Table: Reliance
    • Table: BSNL
    • Table: Vodafone Essar (until August 2007, Hutchison Essar)
  • Indonesia
    • Table: Tel komsel
    • Table: Indosat
    • Table: Excelcomindo
  • Japan
    • Table: NTT DoCoMo
    • Table: KDDI
    • Table: Softbank Mobile
  • Malaysia
    • Table: Celcom
    • Table: Maxis Communications
    • Table: DiGi
  • Pakistan
    • Table: Mobilink
    • Table: Telenor
    • Table: Ufone
    • Table: Warid Telecom

Company Profiles - South Korea

  • SK Telecom
  • KT Corporation

Company Profiles - Japan

  • NT Corporation
  • KDI Corporation

Company Profiles - Singapore

  • SingTel Mobile
  • StarHub

Company Profiles - Hong Kong

  • China Mobile (Hong Kong)

Company Profiles - China

  • China Unicom

Company Profiles - India

  • Reliance Communications
  • Bharti Airtel

Company Profiles - Indonesia

  • Telkomsel
  • Indosat
  • Excelcomindo

Company Profiles - Malaysia

  • Celcom
  • Maxis Communications

Company Profiles - Philippines

  • Smart Communications
  • Globe Telecom

Economic Activity

  • China
    • Table: China - Economic Activity
  • India
    • Table: India - Economic Activity
  • Indonesia
    • Table: Indonesia - Economic Activity
  • Japan
  • Malaysia
    • Table: Malaysia - Economic Activity
  • Pakistan
    • Table: Pakistan - Economic Activity
  • Philippines
    • Table: Philipinnes - Economic Activity
  • Singapore
    • Table: Singapore - Economic Activity
  • South Korea
    • Table: South Korea - Economic Activity

BMI's Affiliates and Partners in Asia

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Read about our other Aggregate 3G Reports  

Asia

Emerging Europe

Middle East

 

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