Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Looking into Vietnam
Mobile Market
Presented by: ALI Saghaeian
Chief Analyst & Consultant
Telecoms, IT, and MediaSaghaeian...
Objectives
 Understanding the trends for
Mobile Subscription Data
 Tracking Vietnam's Market
Penetration
 Learning Oper...
Agenda
 Vietnam Operator Subscription Trends
 Mobile Operators’ Market shares by subscriber
 Technology Trends in Asia ...
Top 10 Asia markets by net adds, 12 months to 2Q15
4
Source: Ovum, 2015
Saghaeian [at] gmail.com
Mobile Subscription Data
Asia maturing as subscription growth hits mid-single digits
3,390
3,557
3,758
3,935
4,092 4,219 4...
Vietnam Operator Subscription Trends
6Saghaeian [at] gmail.com
Mobile Operators’ Market shares by subscriber
Source: ICT Viet Nam 2014
7
3G Providers
2G and 3G Providers
Saghaeian [at] ...
Country Prepaid/Postpaid Subscriptions
8Saghaeian [at] gmail.com
Vietnam Market Penetration
9Saghaeian [at] gmail.com
APAC MVNO matrix on regulation intervention and
market readiness
10Saghaeian [at] gmail.com
Technology Trends in Asia Pacific
Data drivers: 3G and 4G dominate over long term, rising from one-third of
subscriptions ...
Vietnam Mobile Technology Split
12Saghaeian [at] gmail.com
Technology Forecast
Mobile narrow vs broadband users hit parity next year
2G (GSM/GPRS/EDGE, 1xRTT)
3G (WCDMA/EVDO Rev A/B...
Device Sales by Technology in Vietnam
14Saghaeian [at] gmail.com
Vietnam ARPU in USD
15Saghaeian [at] gmail.com
Vietnam Revenue in USDm
16Saghaeian [at] gmail.com
Mobile Services Revenues
Source: ICT Viet Nam 2014
17Saghaeian [at] gmail.com
Information Technology Market in Vietnam
0
5000
10000
15000
20000
25000
30000
35000
40000
45000
2009 2010 2011 2012 2013
T...
Smartphone Connections Market Profile
19Saghaeian [at] gmail.com
Device Use in Vietnam
DEVICE USED IN 2014 AND 2015
“Moving screen” such as Smartphone andTablet prove the highlight expans...
Time Spending on Internet (TSOI)
At average,Vietnam Internet User spends about 5.2h on Mobile and 2.7h on PC
Source: Globa...
ONLINE ACTIVITIES OF 18-24 YEAR OLD USERS
Young People (18 – 24) spend most of time on connecting, entertaining or learnin...
Online Activities of Youth
ONLINE ACTIVITIES OF 25-34 YEAR OLD USERS
Social Network still be the main platform Internet Us...
Mobile's share of website traffic
24
Source: GlobalWebIndex, 2014
Saghaeian [at] gmail.com
Vietnam OTT Overview
Number of OTT users in Vietnam
Zalo in Q3/2015 surpasses Facebook Messenger in number of User
Source:...
Explosive Mobile Game Growth
26Saghaeian [at] gmail.com
Taxi Booking Apps to Grow
27Saghaeian [at] gmail.com
An Emerging Cloud Divide
28Saghaeian [at] gmail.com
Any Questions?
29
ALI Saghaeian | saghaeian@gmail.com
Finding Operator’s positioning among competitors
Product
Price
Place
(Sales and
Distribution)
Promotion
(and Brand)
Custom...
Upcoming SlideShare
Loading in …5
×

Looking into Vietnam Mobile Market

Please email me "saghaeian [at] gmail.com" for any request on Vietnam market research, consulting and training.

This presentation includes topics such as:
Vietnam Operator Subscription Trends
Mobile Operators’ Market shares by subscriber
Technology Trends in Asia Pacific
Vietnam Mobile Technology Split
Device Sales by Technology in Vietnam
Vietnam Mobile ARPU and Revenue
Information Technology Market in Vietnam
Smartphone Connections Market Profile
Mobile's share of website traffic
Vietnam OTT Overview

Related Books

Free with a 30 day trial from Scribd

See all

Related Audiobooks

Free with a 30 day trial from Scribd

See all

Looking into Vietnam Mobile Market

  1. 1. Looking into Vietnam Mobile Market Presented by: ALI Saghaeian Chief Analyst & Consultant Telecoms, IT, and MediaSaghaeian [at] gmail.com
  2. 2. Objectives  Understanding the trends for Mobile Subscription Data  Tracking Vietnam's Market Penetration  Learning Operators' Performance Indicators  What are Online Activities of Youngsters and Youth 2  Finding mobile operators’ positioning in the local market Exercise Saghaeian [at] gmail.com
  3. 3. Agenda  Vietnam Operator Subscription Trends  Mobile Operators’ Market shares by subscriber  Technology Trends in Asia Pacific  Vietnam Mobile Technology Split  Device Sales by Technology in Vietnam  Vietnam Mobile ARPU and Revenue  Information Technology Market in Vietnam  Smartphone Connections Market Profile  Mobile's share of website traffic  Vietnam OTT Overview 3Saghaeian [at] gmail.com
  4. 4. Top 10 Asia markets by net adds, 12 months to 2Q15 4 Source: Ovum, 2015 Saghaeian [at] gmail.com
  5. 5. Mobile Subscription Data Asia maturing as subscription growth hits mid-single digits 3,390 3,557 3,758 3,935 4,092 4,219 4,326 4,417 0% 20% 40% 60% 80% 100% 120% 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000 2013 2014 2015 2016 2017 2018 2019 2020 Millions Subscriptions Penetration 1,406 1,277 416 170 166 165 153 131 106 62 0 200 400 600 800 1,000 1,200 1,400 1,600 Millions Top 10 countries by subscriptions, 2015 and 2020 2015 2020 5Source: Ovum, 2015 Saghaeian [at] gmail.com
  6. 6. Vietnam Operator Subscription Trends 6Saghaeian [at] gmail.com
  7. 7. Mobile Operators’ Market shares by subscriber Source: ICT Viet Nam 2014 7 3G Providers 2G and 3G Providers Saghaeian [at] gmail.com
  8. 8. Country Prepaid/Postpaid Subscriptions 8Saghaeian [at] gmail.com
  9. 9. Vietnam Market Penetration 9Saghaeian [at] gmail.com
  10. 10. APAC MVNO matrix on regulation intervention and market readiness 10Saghaeian [at] gmail.com
  11. 11. Technology Trends in Asia Pacific Data drivers: 3G and 4G dominate over long term, rising from one-third of subscriptions in 2015 to over 80% by 2020 Top 10 3G countries December 2015 Top 10 3G countries December 2020 2,216 2,216 2,087 1,899 1,666 1,367 1,003 633 480 618 729 873 1,049 1,262 1,474 1,605 81 234 567 856 1,119 1,357 1,639 1,987 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000 Jan 2013 Jan 2014 Jan 2015 Jan 2016 Jan 2017 Jan 2018 Jan 2019 Jan 2020 Millions Other TDSCDMA LTE WCDMA CDMA GSM China, 385,812,657 India, 159,417,844 Indonesia, 101,933,549 Thailand, 85,923,133 Japan, 50,350,063 Vietnam, 40,088,015 Philippines, 39,863,254 Pakistan, 22,481,662 Malaysia, 21,169,092 Taiwan, 19,863,982 India, 688,975,450 Indonesia, 247,070,787China, 221,567,242 Pakistan, 105,637,351 Vietnam, 105,144,396 Bangladesh, 89,274,112 Philippines, 74,782,939 Thailand, 62,392,791 Myanmar, 44,145,202 Sri Lanka, 21,915,187 11Source: Ovum, 2015 Saghaeian [at] gmail.com
  12. 12. Vietnam Mobile Technology Split 12Saghaeian [at] gmail.com
  13. 13. Technology Forecast Mobile narrow vs broadband users hit parity next year 2G (GSM/GPRS/EDGE, 1xRTT) 3G (WCDMA/EVDO Rev A/B/TDSCDMA) 4G (LTE) - 500,000,000 1,000,000,000 1,500,000,000 2,000,000,000 2,500,000,000 3,000,000,000 3,500,000,000 4,000,000,000 4,500,000,000 5,000,000,000 Dec 2013 Dec 2014 Dec 2015 Dec 2016 Dec 2017 Dec 2018 Dec 2019 Dec 2020 Asia subscriptions by technology generation 2G 3G 4G Top 10 LTE countries 2020 1,032 348 160 111 61 47 43 36 28 23 0 200 400 600 800 1,000 1,200 Millions 13 Source: Ovum, 2015 Saghaeian [at] gmail.com
  14. 14. Device Sales by Technology in Vietnam 14Saghaeian [at] gmail.com
  15. 15. Vietnam ARPU in USD 15Saghaeian [at] gmail.com
  16. 16. Vietnam Revenue in USDm 16Saghaeian [at] gmail.com
  17. 17. Mobile Services Revenues Source: ICT Viet Nam 2014 17Saghaeian [at] gmail.com
  18. 18. Information Technology Market in Vietnam 0 5000 10000 15000 20000 25000 30000 35000 40000 45000 2009 2010 2011 2012 2013 Total Revenue of IT Industry (million USD) Digital Content Industry Software Industry Hardware Industry 690 934 1165 1235 1407 0 200 400 600 800 1000 1200 1400 1600 2009 2010 2011 2012 2013 Revenue of Digital Content Industry (million USD) Source: ICT Viet Nam 2014 18Saghaeian [at] gmail.com
  19. 19. Smartphone Connections Market Profile 19Saghaeian [at] gmail.com
  20. 20. Device Use in Vietnam DEVICE USED IN 2014 AND 2015 “Moving screen” such as Smartphone andTablet prove the highlight expansion from year to year, in which remarkably change people’s behavior in Media consumption. Source: Google, 2015 20Saghaeian [at] gmail.com
  21. 21. Time Spending on Internet (TSOI) At average,Vietnam Internet User spends about 5.2h on Mobile and 2.7h on PC Source: GlobalWebIndex, Q4.2014 21Saghaeian [at] gmail.com
  22. 22. ONLINE ACTIVITIES OF 18-24 YEAR OLD USERS Young People (18 – 24) spend most of time on connecting, entertaining or learning something new. Moreover, they join in online activities mainly by their smartphone. 22 Online Activities of Youngsters Source: Google, 2015 Saghaeian [at] gmail.com
  23. 23. Online Activities of Youth ONLINE ACTIVITIES OF 25-34 YEAR OLD USERS Social Network still be the main platform Internet User jump in besides Search and OnlineVideo. Smartphone seems being their “must have screen” 23 Source: Google, 2015 Saghaeian [at] gmail.com
  24. 24. Mobile's share of website traffic 24 Source: GlobalWebIndex, 2014 Saghaeian [at] gmail.com
  25. 25. Vietnam OTT Overview Number of OTT users in Vietnam Zalo in Q3/2015 surpasses Facebook Messenger in number of User Source: According to OTT Vendors, Moore Estimation, 2015 25Saghaeian [at] gmail.com
  26. 26. Explosive Mobile Game Growth 26Saghaeian [at] gmail.com
  27. 27. Taxi Booking Apps to Grow 27Saghaeian [at] gmail.com
  28. 28. An Emerging Cloud Divide 28Saghaeian [at] gmail.com
  29. 29. Any Questions? 29 ALI Saghaeian | saghaeian@gmail.com
  30. 30. Finding Operator’s positioning among competitors Product Price Place (Sales and Distribution) Promotion (and Brand) Customer Care Value proposition components Operator vs. local competitors Operator far better Operator far worseequal Comments • Limited products differentiation • Competitors started to segment offer and add product features • Lack of price differentiation • Competitive for heavy users • Reactive “build it and they will come” approach • Competitors leveraging multiple direct and indirect partners / channels • Lack of basic marketing strategy • Competitor heavily using promotions and marketing tactics • Lack of formal customer service process • Standard for care and after sales support set by competition Demonstrative! Saghaeian [at] gmail.com

×