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1. IK2514
Wireless Infrastructure Deployment & Economics
Homework 1
Country Study: Thai’s Telecom Market
Laili Aidi (aidi@kth.se)
Communication Systems, School of ICT, KTH

2. Key Actors
 egulator:
R
NTC (Telecoms Act) + NBC (Broadcasting Act)  NTBC
 NO
M
AIS, DTAC, True, Hutch, TOT, CAT Telecom
 VNO
M
I-Mobile 3Gx, I-Kool Real 3G, MOJO 3G, IEC3G, 365 3G
 obile Phone Company: NewTel
M
 hird Party Company:
T
 Distribution: UD, Happy Online
 Operation & Maintenance: Benchachinda Holdings (DTAC), Ericsson, Huawai
(True, AIS, CAT Telecom, TOT), NSN (TOT, DTAC), Alcatel-Lucent (True), AT&T
(CAT)
 Phone SIM Card: Telecard, Lenso
Active Subscriber (M)
35 31.02 32.03
30 28.08
25 21.06 22.09
19.07
20 17.01 17.09
15
10
5
0
2009 2010 2011 (Q2/Q3) 2009 2010 2011 (Q2/Q3) 2009 2010 2011 (Q2/Q3)
AIS DTAC True Move

3. Key Actors’ Challenges
 ncertainties in regulation and policy
U
 Build-Transfer-Operate (BTO) concession
 New regulator body (NBTC)
 Pending 3G Auction
 Foreign ownership restriction
Financial Summary
400 371.06
350
300 256.05 252.05
250
200 159.02
150 103.02 112 84.07 Market Cap (MBaht)
99.05
100 62.06 65.07 55.02 58 Revenue (MBaht)
72.04 39.08 21.07
50 17.01 20.06 12.04 6.6 10.09 9.04 22 21.09 14.09
2 Net Profit (MBaht)
0 1.02 1.04
2009 2010 2011 (Q2/ 2009 2010 2011 (Q2/ 2009 2010 2011 (Q2/
Q3) Q3) Q3)
AIS DTAC True Move
 ompetitive & Saturated Market
C
 Sensitive to price competition
 Saturated voice market
 Low ARPU
 New players & technologies
 peration and maintenance failure
O
 conomic situation
E