发布时间：2008.9
摘要
Market trends
Telstra’s Next G network is certainly one of the global mobile success stories. Not only has its rapid rollout been incredible, but also the way that it has serviced the market has been very successful. The market has also allowed Telstra to charge a premium price for its service, similar to, for example, the premium Hutchison was able to change when it was the first to launch a 3G service.
Telstra also caught Optus on the back foot. This company relies for the majority of its revenue on mobile and Telstra is now able to seriously undermining Optus’ position in this market. Vodafone is remaining in the position that it basically has had for the last 15 years. It has been unable to catch up with the big two, but at the same time has often proven to be a leader in innovative new products and pricing packages.
In a market that has already reached saturation, and where mobile call charges are declining, operators’ revenue growth will continue to taper off in 2009 and 2010; however, the revenue growth rate will remain well above the subscriber growth rate, largely due to increased revenue streams that the mobile operators are getting from 3G mobile data/mobile broadband.
Moving forward into 2009 and 2010, BuddeComm predicts that a trend slightly increasing ARPUs will continue, as the trend of increasing mobile data/3G revenues will continue to just outweigh the declining voice ARPUs due to falling mobile call pricing. The momentum gained by Telstra in 2007/08 of increasing ARPUs and market share is expected to continue into 2008/09, and this will place a lot of pressure on the rest of the market, in particular Optus, which in 2008 performed the worst of the four major mobile operators.
目录及图表
. The Market in 2008
- 1.1 Telstra is taking the mobile lead
- 1.2 The mobile voice market
- 1.3 Mobile broadband
- 1.4 Next Generation Mobile (NGM)
- 1.5 Mobile content
- 1.6 The end of mobile portals
- 1.7 Off-deck services
- 1.8 Mobile payments
- 1.9 IP telemetry
- 1.10 The handset market
- 1.11 Nokia music store analysis
- 1.12 The Apple iPhone
2. Trends and Developments
- 2.1 Fixed-mobile substitution (FMS)
- 2.1.1 Fixed-mobile convergence (FMC)
- 2.1.2 Fixed-mobile substitution (FMS)
- 2.2 Mobile pricing
- 2.2.1 Mobile services index – 2007
- 2.2.2 Mobile pricing trends
- 2.3 National mobile termination fees
- 2.3.1 ACCC finalises mobile termination – 2008
- 2.3.2 New prices set in 2007
3. Industry Overview and Analysis
- 3.1 Industry overview
- 3.1.1 Network operators
- 3.1.2 The initial analogue operators
- 3.1.3 2G operators
- 3.1.4 3G
- 3.2 Service providers and resellers
- 3.2.1 Overview
- 3.2.2 Resellers on the Telstra network
- 3.2.3 Resellers on the Optus network
- 3.2.4 Resellers on the Vodafone network
- 3.3 Market analysis of the major mobile operators
- 3.3.1 Telstra has the mobile lead
- 3.3.2 Optus caught on the back foot
- 3.3.3 Vodafone remains in same position
- 3.3.4 Hutchison no longer 3G market leader
- 3.4 Mobile Virtual Network Operators (MVNOs)
- 3.4.1 Definition
- 3.4.2 Introduction
- 3.4.3 Virgin Mobile (now Optus)
- 3.4.4 Macquarie Telecom
- 3.4.5 Analysis of MVNO developments
- 3.5 Mobile Virtual Network Enablers (MVNEs)
- 3.5.1 Introduction
- 3.5.2 ComTel Corporation (Formerly Commoditel Ltd)
- 3.5.3 M2 Telecommunications Group
- 3.6 Retail operators
- 3.7 Historic overview
- 3.7.1 Resellers on the Telstra network
- 3.7.2 Resellers on the Optus network
- 3.7.3 Resellers on the Vodafone network
- 3.7.4 MVNO initiatives from Optus
4. Mobile Retail Market
- 4.1 The industry in 2008
- 4.1.1 Tough times and new opportunities ahead
- 4.1.2 Face of the industry
- 4.1.3 Umbrella strategy
- 4.1.4 Outlook
- 4.2 Overview of the dealer market – 2008
- 4.2.1 Market overview
- 4.2.2 Market revenues
- 4.2.3 Need for more sophisticated retail models
- 4.2.4 The industry reorganisation of 2005 – historic
- 4.3 Retailer market analysis – update – 2008
- 4.3.1 Retail margin continues to be squeezed
- 4.3.2 New mobile phone market: 8 million
- 4.3.3 Market segmentation
- 4.4 Key retail operators
- 4.4.1 Strathfield Car Radio
- 4.4.2 Crazy John’s (Mobile World)
- 4.4.3 Tandy, Dick Smith, Harvey Norman
- 4.4.4 Leading Edge Telecoms
- 4.4.5 Vita Group (Fone Zone)
- 4.4.6 Allphones
- 4.4.7 M8
- 4.4.8 First Mobile National Ltd
- 4.4.9 Mo’s Mobiles
- 4.4.10 The SOUL group
- 4.4.11 Network Communications
- 4.4.12 TeleChoice
- 4.5 Retail outlets carriers
- 4.5.1 Telstra Mobile Net
- 4.5.2 Optus World
5. Revenue Overview and Forecasts
- 5.1 Overall market revenue and forecasts
- 5.2 Revenue statistics by operator and annual growth
- 5.3 Market shares by operator
- 5.4 Mobile data market
- 5.5 Average Revenue per User (ARPU)
- 5.5.1 Market trends
- 5.5.2 Business market
- 5.5.3 3G ARPUs
- 5.5.4 ARPU per operator
6. Subscriber Statistics And Forecasts
- 6.1 Mobile subscriber overview
- 6.1.1 Subscribers and annual growth rates
- 6.1.2 2G and 3G subscribers by carrier
- 6.1.3 Prepaid subscribers by operator
- 6.1.4 Additional subscribers by segment – Telstra
- 6.1.5 Market shares of the major players
- 6.2 Business market
7. 3G Network Developments
- 7.1 Telstra
- 7.1.1 Overview
- 7.1.2 Next G – 3G/WCDMA 850MHz network
- 7.1.3 HSPA+ trials and preparation for LTE
- 7.2 Optus
- 7.2.1 3G services launched in 2005
- 7.2.2 HSPA network upgrade
- 7.3 Vodafone
- 7.3.1 3G network
- 7.3.2 Optus/Vodafone sharing arrangements
- 7.3.3 HSPA launch
- 7.3.4 Managed service deals
- 7.4 Hutchison 3G
- 7.4.1 Overview of 3G networks
- 7.4.2 3G ‘3’ network
- 7.4.3 Network management
- 7.4.4 3G network sharing agreement with Telstra
- 7.4.5 HSDPA network upgrade
- 7.4.6 3G Network expansion
8. Handset Market
- 8.1 Changes to the market
- 8.1.1 Overview
- 8.1.2 Apple and Google – hijacking the mobile operators
- 8.1.3 Mobile vendors set to lose the proprietary battle
- 8.1.4 Mid-tier mobile phones to decline
- 8.2 Market overview
- 8.2.1 Telco driven market
- 8.2.2 Trends in mobile handset market
- 8.2.3 Replacement market
- 8.3 Handset sales statistics
- 8.4 Handset costs
- 8.5 Handset supplier market shares
- 8.6 Market developments
- 8.6.1 The Apple iPhone
- 8.6.2 Optus launches new home phone/Internet over 3G
- 8.6.3 Skypephone
- 8.6.4 Optus Kiosks
- 8.7 Market surveys
- 8.7.1 AIMIAA survey on mobile phone ownership and usage
- 8.7.2 Survey on mobile phone functionality
- 8.7.3 Internet access via mobile phones
- 8.7.4 Mobile email usage statistics
- 8.7.5 ACMA survey – reasons for purchasing a mobile phone
9. Mobile Infrastructure
- 9.1 Trends and developments
- 9.1.1 How many mobile networks is too many?
- 9.1.2 Mobile structural separation
- 9.1.3 Mobile phone infrastructure code improved by ACMA
- 9.2 Mobile investment
- 9.2.1 Study shows forecast value of mobile data industry
- 9.3 GSM infrastructure providers
- 9.3.1 Telstra
- 9.3.2 Optus
- 9.3.3 2G network overview
- 9.3.4 Vodafone Australia
- 9.3.5 Crown Castle
- 9.4 Other networks
- 9.4.1 Cocos (Keeling) Islands
- 9.4.2 Norfolk Island
- 9.4.3 Christmas Island
- 9.5 Code Division Multiple Access (CDMA) networks
- 9.5.1 Telstra
- 9.5.2 Hutchison – Orange
- 9.6 Telstra Vehicle Access Network
- 9.7 IP Multimedia Subsystem (IMS)
- 9.7.1 Introduction
- 9.7.2 Partnership to promote IMS technology
- 9.7.3 Market analysis
- 9.7.4 Missed IMS opportunities for wholesale
- 9.8 Mobile sites infrastructure
10. Spectrum Developments
- 10.1 One.Tel licences up for sale
- 10.2 Technological advances
- 10.3 Who owns what where
- 10.4 Apparatus licences
- 10.5 Unlicensed spectrum (IMS)
- 10.6 Mobile licences
- 10.6.1 Introduction
- 10.6.2 Preparations in Australia
- 10.6.3 Auctions
- 10.7 Mobile satellite services
- 10.8 DECT services
11. Prepaid Electronic Payment Services Market
- 11.1 Introduction
- 11.2 Developments in 2008
- 11.3 Market forecasts
- 11.3.1 Mobile prepaid
- 11.3.2 Rechargeable calling cards (swipe cards)
- 11.4 Market overview
- 11.4.1 Retail outlets
- 11.4.2 Card and PIN (scratch cards)
- 11.5 Other recharge models
- 11.5.1 Automatic Teller Machines (ATMs)
- 11.5.2 Electronic Funds Transfer Point of Sale (EFTPOS)
- 11.5.3 Integration onto POS PC screens
- 11.5.4 IVR and web-based services
- 11.6 Trends and developments
- 11.6.1 New electronic recharge cards
- 11.6.2 New markets
- 11.6.3 Electronic gift cards (open loop cards)
- 11.7 Revenue overview
- 11.8 Major players
- 11.8.1 e-pay Australia
- 11.8.2 Web-based services
- 11.8.3 Bill Express Limited (DEFUNCT)
- 11.9 Prepaid open to misuse
12. Mobile Satellite Services
- 12.1 Introduction
- 12.2 Subscriber statistics
- 12.3 Mobile satellite service Band Plan
- 12.4 Mobile satellite phone subsidies
- 12.4.1 Extension scheme from 2006
- 12.5 Telstra’s networks
- 12.5.1 Inmarsat and maritime communications
- 12.5.2 Iterra (VSATs)
- 12.5.3 Iridium Satellite LLC
- 12.6 MobileSat – Optus
- 12.7 Pivotel Group
- 12.8 QuikTrak
- 12.9 FedSat – Australia’s own LEO
- 12.10 Global Positioning System (GPS)
13. Glossary of Abbreviations