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Thailand's Mobile Market Information 2014

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Figures, tables, information and statistics about the Thai Mobile Market 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…

Published in: Mobile
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Thailand's Mobile Market Information 2014

  1. 1. THAILAND’S MOBILE MARKET INFORMATION Q1 2014 Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 V 1.2 PRESENTS
  2. 2. THAILAND DEMOGRAPHICS Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com  Mobile Subscribers: 96,368,368  Fixed Line Subscribers: 5,979,195  Labor force: 40.19 Million  GDP - per capita: $9,900  1.00 THB = $0.0310366  MEDIAN AGE: 36.2 years  Population: 67,448,000  Capitol: Bangkok: 9,300,000  Population Growth Rate: 0.52%  Rural: 66%  Urban: 34%  Urbanization RATE: 1.6%
  3. 3. MOBILE PENETRATION Q1 2014 Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com ONE HUNDRED AND forty four
  4. 4. 3G SUBSCRIBERS Q1 2014 Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com Fifty five million+
  5. 5. THAILAND’S MOBILE SUBSCRIBER GROWTH: 2009 – Q1 2014 Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Year Total Post-Paid Pre-Paid 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. 6. THAILAND’S MOBILE SUBSCRIBER GROWTH TABLE: 2009 – Q1 2014 120,000,000 www.yozzo.com Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 100,000,000 80,000,000 60,000,000 40,000,000 20,000,000 Source: Operators | NBTC www.yozzo.com 2009 2010 2011 2012 2013 Q1 2014 0 Post-Paid 7,050,943 7,256,473 7,938,934 9,782,683 11,654,420 11,847,642 Pre-Paid 58,901,370 64,469,827 69,510,532 75,229,728 80,808,904 84,520,726 Total 65,952,313 71,726,300 77,449,466 84,001,947 92,463,323 96,368,368
  7. 7. THAILAND’S MOBILE PENETRATION: 2009 – Q1 2014 Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com Source: Operators | NBTC www.yozzo.com Year Total Post-Paid Pre-Paid 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%
  8. 8. MOBILE MARKET REVENUE PERCENTAGE Q1 2013 – Q4 2013 21.16% 20.18% 14.28% 15.12% 24.81% 26.19% 30.07% 31.22% Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: Operators | NBTC www.yozzo.com 54.03% 53.63% 55.65% 53.66% Q1 2013 Q2 2013 Q3 2013 Q4 2013 Voice Non-Voice
  9. 9. MOBILE MARKET REVENUE PERCENTAGE 2010 – 2013 16.08% 13.29% 12.68% 15.12% Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: Operators | NBTC www.yozzo.com 68.67% 67.40% 63.85% 53.66% 15.25% 19.31% 23.47% 31.22% 2010 2011 2012 2013 Voice Non-Voice
  10. 10. AVERAGE REVENUE PER USER 2007 – Q1 2014 Average Revenue Per User (Excluded Interconnection Charge) 1 THB = 0.0310366 USD (April 2014) Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com www.yozzo.com Source: Operators | NBTC www.yozzo.com 2007 2008 2009 2010 2011 2012 2013 Q1 2014 Blended 245 205 204 200 194 211 197 193 Post- Paid 693 586 582 582 580 621 606 596 Pre-Paid 197 164 162 160 158 158 140 136 Average Revenue Per User (Including Interconnection Charge) 1 THB = 0.0310366 USD (April 2014) 2007 2008 2009 2010 2011 2012 2013 Blended 311 263 256 254 190 194 187 Post-Paid 746 643 639 648 484 454 459 Pre-Paid 254 214 210 210 157 161 151
  11. 11. MOBILE MOU MINUTE/MONTH AND REVENUE PER/MINUTE Mobile MOU (Minute/Month) 2007 – Q1 2014 1 THB = 0.0310366 USD (April 2014) www.yozzo.com Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: Operators | NBTC www.yozzo.com 2007 2008 2009 2010 2011 2012 2013 Q1 2014 Blended 319 251 253 257 236 240 267 268 Post- Paid 648 539 486 477 400 375 461 464 Pre-Paid 277 217 226 233 217 220 240 241 Revenue per/minute 2013 – Q1 2014 RPM Q1 2013 Q2 2013 Q3 2013 Q4 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. 12. THAILAND’S WORLD RECORD IN 3G TRANSITIONS 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 13.6 million 3G users out of 23.1 million subscribers. Total 3G Subscribers: 55,5 million 3G WORLD CHAMPION
  13. 13. THAILAND’S MOBILE OPERATOR MARKET SHARES Q1 2014 1.67% 0.61% 24.26% Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: Operators | NBTC www.yozzo.com 44.10% 29.36% www.yozzo.com
  14. 14. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 AIS HIGHLIGHTS Source: AIS 2014 www.yozzo.com AIS Postpaid Prepaid Total 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)  26 m 3G subscribers  16,800 3G Sites  15.8Million data users  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. 15. DTAC HIGHLIGHTS  15.9 million 3G Subscribers  9.1 Million data users  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% Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: dtac 2014 www.yozzo.com  Active CELL SITES  10,787 2G sites.  5,190 3G-800 MHz  8,635 3G-2100 MHz DTAC Postpaid Prepaid Total 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 1 THB = 0.0310366 USD (April 2014)
  16. 16. TRUE HIGHLIGHTS  NON-VOICE REVENUE Q1 2014 Non-voice revenue increased by 4.5% QoQ, 26.8% YoY - representing 41.3% of True Mobile Group’s service revenue Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: True Corporation www.yozzo.com True Postpaid Prepaid Total www.yozzo.com Total as of Q1 2014 N/A N/A 23.1 million 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 Q1 2014 N/A N/A 129 THB 1 THB = 0.0310366 USD (April 2014)
  17. 17. THAILAND’S FIXED LINE SUBSCRIBERS Q1 2014 Fixed Penetration % Per Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: Operators | NBTC www.yozzo.com 3,122,780 Metropolitan 2,856,416 Provincial Total Fixed line Subscribers 5,979,195 20.54% Metropolitan 5.54% Provincial Population Total Fixed Penetration 8.6% Fixed line Subscribers
  18. 18. INTERNET USAGE IN THAILAND  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 Source: Thai Network Information Foundation | National Statistical Office of Thailand | NBTC | NECTEC Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com 90% of the 18-24 year olds access the internet daily via mobile phone. Only 5.5 million of the 22 million Thai households own computers
  19. 19. BROADBAND INTERNET SUBSCRIBERS 2010 - Q1 2014 Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 0 www.yozzo.com 2010 2011 2012 2013 Q1 2014 Source: ISP | NBTC
  20. 20. THAILAND: IN HOME SMARTPHONE INTERNET CONNECTION Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 90% 80% 70% 60% 50% 40% 30% 20% 10% Source: Google “Our Mobile Planet” www.yozzo.com Age Group 0% 18-24 25-34 35-44 45-54 WiFi Wireless LAN at home UMTS/3G/4G/LTE www.yozzo.com
  21. 21. MEDIA CONSUMPTION IN MINUTES/DEVICE The average user in thailand consumes 7.4 hours of media per day Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: Millward-Brown AdReaction-2014 www.yozzo.com 176 96 95 78 Tablet Television Laptop Mobile Excl. SMS/Calls 7.4 HOURS #1 MOBILE Thai consumers spends 2 hours and 56 minutes or 38% of his/her daily media routine via their mobile device. minutes minutes minutes minutes www.yozzo.com
  22. 22. MOBILE INTERNET USAGE IN THAILAND VS. TV 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. 23. www.yozzo.com We ARE SOCIAL Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 SOCIAL MEDIA Source: Facebook | Zocialinc | Twitter | Hootsuite www.yozzo.com Facebook Thailand has the 3rd biggest Facebook population in the world with 26 million Thai users. 16 million access Facebook through their mobile device. Twitter 1.73 million Thai users tweeted throughout 2013 more than 1.7 billion tweets. Instagram 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
  24. 24. DATA CONSUMPTION Average data usage per 3G subscribers in Thailand is 3 GB per/month 3GB 10011011011000 Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com 1011010101101 0101101111011
  25. 25. YOUTUBE MOBILE TRAFFIC THAILAND Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: YouTube/Google 2013 www.yozzo.com Traffic on YouTube via mobile devices has jumped more than six-fold over the past two years. 2011 Traffic via mobile device 11% 2013 Traffic via mobile device 41 % Thailand has the 2nd highest amount of YouTube views in Asia 1. Japan 2. Thailand www.yozzo.com 3. India
  26. 26. LINE USERS IN THAILAND Growth of LINE users in Thailand LINE users today in Thailand Q1 2014 24 Million Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: LINE Corporation www.yozzo.com 4Q 2012 1Q 2013 2Q 2013 10,5 million 15 million 18 million Thailand is only second to Japan (50m) when it comes to most LINE users in the world
  27. 27. TOP THAI DOWNLOADS GOOGLE PLAY, APP STORE, NOKIA OVI Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: Apple |Google Play | Nokia Ovi | Distimo www.yozzo.com Top Free Android 1. LINE 2. Facebook 3. LINE COOKIE RUN 4. Facebook Messenger 5. Camera360 Ultimate Top Paid Android 1. Poweramp Full Version 2. OfficeSuite Pro 7 3. Minecraft - Pocket Edition 4. Swype Keyboard 5. Nova Launcher Prime Top Free iPhone 1. LINE COOKIE RUN 2. BeeTalk 3. LINE Go!Go!Go! 4. LINE 5. Facebook Messenger Top Paid iPhone 1. Camera360 - HelloCamera 2. VDownload 3. Afterlight 4. Real Whistle 5. Infinity Blade III Top Free Nokia 1. LINE 2. Facebook 3. Subway Surfers Tips 4. YouTube ค้นหา 5. Ice Age Village Top Paid Nokia 1. Monkey 2. Holy Fight. Tiger vs Dragon 3. iNeed For Speed Shift 4. Maldives. Dream 5. SimCity Deluxe
  28. 28. MOBILE OPERATING SYSTEM MARKET SHARE Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com Android… iOS 19% other 8% Android remains the dominant smart device operating system in the Thai market. 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
  29. 29. THAILAND’S MOBILE HANDSET MARKET SHARES 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 Samsung 59.69% Nokia 20.00% imobile 9.39% Apple 4.29% Sony 2.35% Oppo 2.24% LG 2.04% www.yozzo.com
  30. 30. MOBILE DEVICES SOLD IN THAILAND Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com 23.24 million mobile handsets sold in Thailand 2013, 9,67 million of those were smartphones. 23.24 Source: IDC Thailand million www.yozzo.com
  31. 31. MOBILE DEVICE GROWTH Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 Source: IDC Thailand www.yozzo.com The Thai handsets market saw 6.3 million units shipped in Q4 2013, up 4 percent Y-on-Y. Smartphones shipments 3.08 million are now neck and neck with feature phones 3.22 million, driven by a 63.6% increase in the number of smartphones shipped. 63.6% www.yozzo.com
  32. 32. MOBILE DEVICE GROWTH SEGMENT Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com Northeast Thailand is the fastest-growing smart phone region. 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
  33. 33. RECENT KEY REGULATIONS 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. Price cap Prepaid Validity Infrastructur e sharing 1 THB = 0.0310366 USD (April 2014)
  34. 34. THAILAND’S MOBILE TECHNOLOGY ROADMAP 2G 2.5 2.7 3G 3.5 3.9 LTE Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com 2G GSM <10 Kbps 2.5G GPRS 20-40 Kbps 2.75G EDGE 120 Kbps 384 Kbps 3.5G HSDPA 7.2 Mbps 3.9G HSPA+ 21 Mbps 100 Mbps www.yozzo.com
  35. 35. THAILAND’S TELECOM STRUCTURE 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 BTO contract ends 2018 Wholesale - Resell Ends 2018 License ends 2015 License ends 2025 License ends 2027 License License ends 2025 BTO contract Ends 2018 www.yozzo.com
  36. 36. BTO CONTRACT VS. LICENSE Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com BTO* LICENSE Grantor TOT/CAT NBTC Period Till 2013-2018 15-years Asset ownership TOT/CAT Operator Fee 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
  37. 37. BTO CONTRACT VS. LICENSE FEE STRUCTURE Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014 www.yozzo.com BTO contract regulatory fee = Revenue share + Access charge Ceased since 2007 Fee structure BTO contract Fee structure license system TYPE 3 LICENSE FEE ANNUAL LICENSE FEE USO FEE 5.25% = 1.5% Paid to Regulator + 3.75% Upfront license bidding cost THB 13.5 - 14.6 Billion for 2Pxai1d 5to MReHguzla.tor 1 THB = 0.0310366 USD (April 2014)
  38. 38. INTERCONNECTION CHARGE Interconnection charge AIS, DTAC and TRUE agree to pay IC rate at THB 1.00/minute. 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 True THB 1 per minute THB 0.45 per 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 2007 2013 (IC)
  39. 39. NATIONAL ROAMING Provide roaming service Pay roaming charge 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. 3G OPERATOR LICENSE BASED • Subscriber uses 2G handsets. • Subscriber makes/receives a call outside of 3G coverage 2G OPERATOR BTO CONTRACT • Provide network capacity to support traffic originated/received from customer of 3G Operator. • Subjected to 30% revenue sharing to TOT/CAT
  40. 40. ABOUT THE AUTHOR 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). What we do 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. How we do it 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.
  41. 41. Thank you! www.yozzo.com Presentation by Yozzo Co.,Ltd.  www.yozzo.com  April, 2014

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