Figures, tables, information and statistics about the Thai Mobile Market Q1 2014. Updated version 1.2 (8. May 2014) The report includes: Thailand’s Mobile Subscriber Growth Operator's ARPU Mobile Revenue per/minute Mobile Service Usage Mobile Operator Market Shares: 2014 AIS Highlights from 2013-2014 DTAC Highlights from 2013-2014 True Highlights from 2013-2014 Blended ARPU Mobile Internet usage in Thailand Thailand’s Mobile user’s consumption and more… ✔ ส่วนแบ่งการตลาดของบริการโทรศัพท์เคลื่อนที่ (ร้อยละ) : MOBILE MARKET SHARE % ✔ จำนวนผู้ใช้บริการโทรศัพท์เคลื่อนที่ (MOBILE SUBSCRIBERS) ✔ สัดส่วนรายรับของผู้ให้บริการในตลาดบริการโทรศัพท์เคลื่อนที่ ( MOBILE REVENUE % ) ✔ อัตราการขยายตัวของผู้ใช้บริการโทรศัพท์เคลื่อนที่ (ร้อยละ) : MOBILE GROWTH RATE % ✔ อัตราการเข้าถึง (การใช้) บริการโทรศัพท์เคลื่อนที่ : MOBILE PENETRATION ✔ รายรับเฉลี่ยจากบริการโทรศัพท์เคลื่อนที่โดยรวมการเชื่อมต่อ (บาท/เลขหมาย/เดือน) : MOBILE ARPU EXCLUDED IC ✔ MOBILE MOU (MINUTE/MONTH) ✔ รายรับเฉลี่ยจากการให้บริการโทรศัพท์เคลื่อนที่ต่อนาที : MOBILE REVENUE PER MINUTE (RPM) ✔ สัดส่วนบริการเสียงและไม่ใช่เสียง (Mobile Non-voice/Voice Ratio) ✔ จำนวนผู้ใช้บริการโทรศัพท์ประจำที่ (Fixed Line Subscribers) ✔ สัดส่วนการเข้าถึง (การใช้) บริการโทรศัพท์ประจำที่ต่อจำนวนประชากร (ร้อยละ) : Fixed Line Penetration per Population % ✔ สัดส่วนการเข้าถึง (การใช้) บริการโทรศัพท์ประจำที่ต่อจำนวนครัวเรือน(ร้อยละ) : Fixed Line Penetration per Household % ✔ เปรียบเทียบสัดส่วนจำนวนผู้ใช้บริการระหว่างโทรศัพท์เคลื่อนที่และโทรศัพท์ประจำที่ (Compare Mobile & Fixed Line Subscribers) ✔ จำนวนผู้ใช้งานอินเทอร์เน็ต (Internet Users) ✔ จำนวนผู้ลงทะเบียนใช้บริการอินเทอร์เน็ตความเร็วสูง (Broadband Subscribers) ✔ อัตราการเข้าถึงของบริการอินเทอร์เน็ตความเร็วสูงต่อจำนวนประชากร (Broadband Penetration per Population %) ✔ อัตราการเข้าถึงของบริการอินเทอร์เน็ตความเร็วสูงต่อจำนวนครัวเรือน (Broadband Penetration per Household %)

1. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 V 1.2

2. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
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3. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com

4. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com

5. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Year
Subscribers Growth rate Subscribers Growth rate Subscribers Growth rate
2009 65,952,313 1.98% 7,050,943 1.24% 58,901,370 2.07%
2010 71,726,300 2.92% 7,256,473 2.01% 64,469,827 3.03%
2011 77,449,466 1.65% 7,938,934 3.70% 69,510,532 1.42%
2012 84,001,947 3.47% 9,782,683 6.60% 75,229,728 3.07%
2013 93,848,536 3.03% 11,591,587 5.55% 82,256,949 2.38%
Q1 2014 96,368,368 2.68% 11,847,642 2.21% 84,520,726 2.75%
Source: Operators | NBTC
www.yozzo.com
www.yozzo.com

6. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Operators | NBTC
www.yozzo.com
0
20.000.000
40.000.000
60.000.000
80.000.000
100.000.000
120.000.000 www.yozzo.com

7. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Operators | NBTC
www.yozzo.com
Year
2009 98.58% 10.54% 88.04%
2010 106.56% 10.78% 95.78%
2011 114.58% 11.74% 102.83%
2012 127.85% 14.71% 113.14%
2013 140.59% 17.36% 123.22%
Q1 2014 144.36% 17.75% 126.61%
www.yozzo.com

8. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Operators | NBTC
www.yozzo.com

9. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Operators | NBTC
www.yozzo.com

10. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Operators | NBTC
www.yozzo.com
245 205 204 200 194 211 197 193
693 586 582 582 580 621 606 596
197 164 162 160 158 158 140 136
Average Revenue Per User (Excluded Interconnection Charge)
1 THB = 0.0310366 USD (April 2014)
Average Revenue Per User (Including Interconnection Charge)
1 THB = 0.0310366 USD (April 2014)
311 263 256 254 190 194 187
746 643 639 648 484 454 459
254 214 210 210 157 161 151
www.yozzo.com
www.yozzo.com

11. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Operators | NBTC
www.yozzo.com
319 251 253 257 236 240 267 268
648 539 486 477 400 375 461 464
277 217 226 233 217 220 240 241
Mobile MOU (Minute/Month) 2007 – Q1 2014
1 THB = 0.0310366 USD (April 2014)
www.yozzo.com
Revenue per/minute 2013 – Q1 2014
0.48 0.47 0.60 0.81 1.00
0.55 0.50 0.45 0.45 0.45
0.41 0.75 0.31 0.33 0.31

12. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
In 2013 Thailand set the world record in migrating
2G subscribers to 3G, with migration taking even less
time than in Japan.
30% of Thailand’s existing 95 million 2G customers shifted to
3G in only five months.
 Today AIS has 26 million 3G users out of 42 million total
subscribers.
 DTAC has 15.9 million 3G users out of 28.2 million
customers.
 True Move has 13.3 million 3G users out of 22.9 million
subscribers.

13. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Operators | NBTC
www.yozzo.com
44,10%
29,36%
24,26%
1,67% 0,61%
www.yozzo.com

14. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: AIS 2014
www.yozzo.com
Subscribers Q1 2014 4,463,800 37,898,700 42,362,500
Net additions Q1 2014 196,900 1,232,700 1,501,600
Net additions Q2 2013 121,200 426,300 547,500
Net additions Q3 2013 106,700 1,352,000 1,458,700
Net additions Q4 2013 213,200 1,522,600 1,735,800
ARPU Q1 2014 639 THB 179 THB 225 THB
MOU Q1 2014 412 283 297
1 THB = 0.0310366 USD (April 2014)
  
 62% of total subscribers
 12m using 3G devices
 77 provinces
 90% coverage
 Data users up by 1.8m Q1 2014
 Mobile data grew 20% QoQ
www.yozzo.com

15. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: dtac 2014
www.yozzo.com
Total as of Q1 2014 3,600,498 24,625,919 28,226,417
Total as of Q4 2013 3,502,235 24,440,009 27,942,244
Net Additions Q1 2014 98,263 185,910 284,173
Net Additions Q2 200,565 422,336 622,901
Net Additions Q3 111,576 127,848 239,424
Net Additions Q4 168,380 302,981 471,361
ARPU Q1 2014 640 THB 167 THB 224 THB
  
 10,787 2G sites.
 5,190 3G-800 MHz
 8,635 3G-2100 MHz
 3G Coverage: 77 provinces
 Handsets sales up 143.8%
 4G LTE Trial roll-out
 Smartphone penetration 33.9%
 Mobile data users grew 19.6%
 Mobile data revenue up 79%
1 THB = 0.0310366 USD (April 2014)
www.yozzo.com

16. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: True Corporation
www.yozzo.com
True
Total as of Q4 2013 N/A N/A 22.9 million
Total as of Q3 2013 2,9 million 19,5 million 22,4 million
Total as of Q2 2013 2,7 million 19,4 million 22,1 million
Total as of Q1 2013 2,6 million 18,9 million 21,5 million
Net Additions 2013 N/A N/A N/A
ARPU 2013 N/A N/A 124 THB

1 THB = 0.0310366 USD (April 2014)
www.yozzo.com

17. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Operators | NBTC
www.yozzo.com
3,122,780
Metropolitan
2,856,416
Provincial
20.54%
Metropolitan
5.54%
Provincial

18. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Thai Network Information Foundation | National Statistical Office of Thailand | NBTC | NECTEC
www.yozzo.com
 Internet Users: 25 million,
 Internet Penetration: 39.06%
 Internet Broadband: 5,088,157 users.
 Broadband Penetration Per Population: 7.62%
 International Internet Bandwidth: 1,070,055 Mbps
 Domestic Bandwidth: 462,997 Mbps
www.yozzo.com

19. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
0
1.000.000
2.000.000
3.000.000
4.000.000
5.000.000
6.000.000 www.yozzo.com
Source: ISP | NBTC

20. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Google “Our Mobile Planet”
www.yozzo.com
Age Group
0%
10%
20%
30%
40%
50%
60%
70%
80%
90% www.yozzo.com

21. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Millward-Brown AdReaction-2014
www.yozzo.com
Tablet
Television
Laptop
Mobile
Excl. SMS/Calls
Thai consumers spends 2 hours
and 56 minutes or 38% of his/her
daily media routine via their
mobile device.
#1 MOBILE
minutes
minutes
minutes
minutes
The average user in thailand consumes 7.4 hours of media per day
www.yozzo.com

22. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Nielsen Thailand Study 2013
www.yozzo.com
49%
36%
Time spent on the internet via mobile
phones accounted for 49 percent of
all media use, edging out time spent
watching TV at 36 percent
www.yozzo.com

23. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Facebook | Zocialinc | Twitter | Hootsuite
www.yozzo.com
Thailand has the 3rd biggest Facebook population in the world
with 26 million Thai users.
16 million access Facebook through their mobile device.
1.73 million Thai users tweeted throughout 2013 more than 1.7
billion tweets.
Thailand has become a destination for Instagram photographers,
in part as a result of an increase in smartphones in Thailand’s
urban centers.
Instagram saw a 546.52% growth of user in Thailand in 2013 up
from 240,000 users in 2012 to 1,551,649 in 2013.
52,06% (807,789) are inactive users vs. 743,860 active user.
1011010101101
0101101111011
10011011011000
We ARE
SOCIAL
www.yozzo.com

24. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: YouTube/Google 2013
www.yozzo.com
Traffic via mobile device
11%
Traffic via mobile device
41
%
www.yozzo.com

25. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: LINE Corporation
www.yozzo.com
10,5 million 15 million 18 million
Thailand is only second to Japan (50m) when it comes to most LINE users in the world
24 Million
Growth of LINE users in Thailand
LINE users today in Thailand Q1 2014

26. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: Apple |Google Play | Nokia Ovi | Distimo
www.yozzo.com
1. LINE
2. Facebook
3. LINE COOKIE RUN
4. Facebook Messenger
5. Camera360 Ultimate
1. Poweramp Full Version
2. OfficeSuite Pro 7
3. Minecraft - Pocket Edition
4. Swype Keyboard
5. Nova Launcher Prime
1. LINE COOKIE RUN
2. BeeTalk
3. LINE Go!Go!Go!
4. LINE
5. Facebook Messenger
1. Camera360 - HelloCamera
2. VDownload
3. Afterlight
4. Real Whistle
5. Infinity Blade III
1. LINE
2. Facebook
3. Subway Surfers Tips
4. YouTube ค้นหา
5. Ice Age Village
1. Monkey
2. Holy Fight. Tiger vs Dragon
3. iNeed For Speed Shift
4. Maldives. Dream
5. SimCity Deluxe

27. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
During the last three years, Android has
increased its lead in the smartphone market
from 32% in 2011 to 73% end of 2013.
It is expected that Android will increase its
market share to 78% in 2014, due to churning
Blackberry users but also due the increasing
inflow of low priced Android devices, which
saw a 400% uptake in 17 northeastern
provinces last year. The average entry
smartphone price is 2,500 THB.
www.yozzo.com

28. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
*Note Retail only - Not including shipment by mobile operators
Source: Business+, Sep 2013
imobile
9,39%
Apple
4,29%
Sony
2,35%
Oppo
2,24%
LG
2,04%
www.yozzo.com

29. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
Source: IDC Thailand
www.yozzo.com

30. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
Source: IDC Thailand
www.yozzo.com
www.yozzo.com

31. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
In 2013 sales increased 3 times
compared to 2012, exceeding the
momentum in both the central
and western regions.
The low-end segment will
account for 60% of the total
smartphone market this year, up
from 50% last year.
Source: IDC Thailand
www.yozzo.com

32. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
 Regulator stipulated the price ceiling for voice service at average of THB 0.99/minute since 2012.
 The price cap mandate stipulated for the Significant Market Power operators (SMP) AIS and DTAC.
 In compliance with regulators mandates
• Customer gets minimum 30 days balance for every prepaid top‐up value.
• The value can be accumulated for 365 days.
 NBTC announced the mandate for network infrastructure sharing among operators
i.e. tower, land, site facilities, etc. in April 2013.
 The action is subjected to availability of network capacity.
1 THB = 0.0310366 USD (April 2014)

33. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
2G 2.5 2.7
3G 3.5 3.9 LTE
www.yozzo.com

34. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
NBTC
Regulator
900 MHz
17.5MHz‐Bandwidth
AIS
17.5MHz
2100 MHz
15MHz‐Bandwidth
MVNO
15MHz
2100 MHz
45MHz‐Bandwidth
AIS
15MHz
DTAC
15MHz
True
15MHz
1800 MHz
75MHz‐Bandwidth
DPC
12.5MHz
True
12.5MHz
DTAC
50MHz
850 MHz
25MHz‐Bandwidth
DTAC
10MHz
True
15MHz
BTO contract ends 2015
MVNO Wholesale contracts
Auctioned license
Auctioned license
Auctioned license
Ends 2013
Ends 2013
Ends 2018
BTO contract ends 2018
Wholesale - Resell
License ends 2015
License ends 2025
License ends 2027
License ends 2025
License
BTO contract
Ends 2018
www.yozzo.com

35. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
TOT/CAT NBTC
Till 2013-2018 15-years
TOT/CAT Operator
20-30% revenue share 5.25% of revenue
(Type 3 License)
*BTO is Build Transfer Operate contract. Note: Operators have to pay a numbering fee at Bt2/number/month to the regulator

36. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
BTO contract regulatory fee = Revenue share + Access charge
Ceased since 2007
5.25% = 1.5%
Paid to Regulator
+ 3.75%
Paid to Regulator
Upfront license bidding cost THB 13.5 - 14.6 Billion for 2x15 MHz.
1 THB = 0.0310366 USD (April 2014)

37. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
Interconnection charge (IC) or termination
charge is a bilateral agreement charge levied by
network operators on other service providers to
recover the costs of the interconnection facilities
provided by the network operators.
AIS, DTAC and TRUE agree to pay IC rate at THB 1.00/minute.
The new IC rate of THB 0.45 per minute is applied from 1 July 2013.
TOT‐3G does not enter into IC agreement with any operators

38. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
National roaming happens when one operator allow its customers to originate/receive traffic using network of other operators.
National Roaming ensures that customers have seamless connection experience.
• Subscriber uses 2G handsets.
• Subscriber makes/receives a call outside of 3G coverage
• Provide network capacity to support traffic
originated/received from customer of 3G Operator.
• Subjected to 30% revenue sharing to TOT/CAT
Provide roaming service Pay roaming charge

39. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com
Yozzo is a Telecom Consulting firm, specializing in Information and Communications Technology (ICT).
We assist public and private sector clients in their decision making through market insights,
experience and technical skills. Our clients includes: Governments, Telecom Regulators, Telecom
operators, MVNO’s, Mobile device manufacturers, Retailers, Software & Service providers, Media and
Broadcasting companies.
We approach consultancy engagements from a commercial perspective, with the aim of adding
significant value to your business by identifying and pursuing: growth opportunities, create products,
services, and businesses that improve the efficiency, productivity, and profitability of your business.

40. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014
www.yozzo.com