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The state of MVNO in 2018

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The amount, and subscribers of mobile virtual network operators (MVNO) services has increased at a considerable pace over the past years. The number of MVNOs globally increased 61% between 2010 and 2018, representing an average annual growth rate of 6%.

In 2018 there were 1,300 active MVNOs operating in 79 countries, representing more than 220 million mobile connections – or approximately 2.46% of the total 8.9 billion mobile connections in the world.

Allan Rasmussen

Publicada em: Celular
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The state of MVNO in 2018

  1. 1. MVNA/MVNE/MVNO WORKSHOP 2018 BANGKOK, THAILAND DECEMBER 2018 ALLAN RASMUSSEN CEO, ONE DEVELOPMENT www.weconnectthailand.com WE CONNECT THAILAND ONE DEVELOPMENT © 2018 ONE DEVELOPMENT All Rights Reserved THE STATE OF MVNO 2018
  2. 2. 2ONE DEVELOPMENT • WE CONNECT THAILAND MORE THAN 1,300 ACTIVE MVNOs IN 79 COUNTRIES The MVNOs represent more than *220 million mobile connections, or approx. 2.46% of the total 8.9 billion mobile connections in the world The number of MVNOs worldwide increased 61% between 2010 and 2018, representing an average annual growth rate of 6% *The number of MVNO connections is estimated to reach 260 million in 2022, and predicted to be worth $84 billion. By 2024 it is anticipated to surpass $120 billion due to IoT/M2M connections. Logos or trademarks shown are for illustration purpose only, and are the property of their respective owners
  3. 3. 3ONE DEVELOPMENT • WE CONNECT THAILAND COUNTRIES WITH HIGH NUMBER OF ACTIVE MVNOs COUNTRY MARKET SHARE ACTIVE MVNOs YEARS WITH MVNO USA 4.7% 139 17 GERMANY 19.5% 135 18 JAPAN 10.6% 83 18 UK 15,9% 77 19 AUSTRALIA 13.1% 66 18 SPAIN 11.5% 63 13 FRANCE 11.2% 53 18 DENMARK 34.6% 49 18 NETHERLANDS - 43 18 RUSSIA 2.60% 37 16 POLAND - 36 15 BELGIUM - 31 18 ITALY 10.7% 17 11 CHINA 4.1% 14 5 MEXICO 1.5% 14 5 139 4.77% USA 135 19.5% GERMANY 83 10.6% JAPAN 77 15.93% UK 66 13.1% AUSTRALIA 63 11.59% SPAIN 11.2% 53 FRANCE 49 34.6% DENMARK THE TOP 8 COUNTRIES MAKES UP MORE THAN HALF OF THE 1300 MVNOS ACTIVE WORLDWIDE
  4. 4. 4ONE DEVELOPMENT • WE CONNECT THAILAND MVNO IN DEVELOPING COUNTRIES vs DEVELOPED COUNTRIES MVNO PRESENCE IN DEVELOPING COUNTRIES IS STILL LIMITED WITH 4 OUT OF 5 MVNOS PRESENT IN DEVELOPED COUNTRIES. Developing countries have on average Developed countries have on average vs 74MVNOs 20MVNOs 13 30 0 5 10 15 20 25 30 2010 MVNOs MVNOs THE PRESENCE OF MVNOS IN DEVELOPING COUNTRIES HAS MORE THAN DOUBLED OVER THE LAST EIGHT YEARS. In 2010 MVNOs, was operating in 13 developing countries, while in the first half of 2018, they were operating in more than 30 developing countries. 2018
  5. 5. 5ONE DEVELOPMENT • WE CONNECT THAILAND MVNOs WITH THE HIGHEST NUMBER OF SUBSCRIBERS MVNO SUBSCRIBERS MARKETS Tracfone 22 million U.S. territory Virgin Mobile 17 million 14 countries Lycamobile 15 million 22 countries Snail Mobile 11 million China Lebara Mobile 6.5 million 10 countries Post Mobile 4 million Italy Tesco Mobile 5 million 4 countries TOTAL 80.5 MILLION 53 MARKETS With a worldwide total of 220 million MVNO connections these 7 MVNOS MAKES UP MORE THAN 1/3 (36.6%) OF THE MARKET TRACFONE HAS A 65% SHARE OF THE US MVNO MARKET WHILE IN THE UK, TESCO MOBILE HAS 32%
  6. 6. 6ONE DEVELOPMENT • WE CONNECT THAILAND GLOBAL MVNO MARKET SHARES CHANGES FROM 2015 TO 2018 16% 14% 11% 10% 4% 4% 4% 4% 45% 38% 36% 36% 30% 39% 44% 46% 3% 3% 3% 3%2% 3% 3% 3% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% US LATAM EU APAC ME AF US LATAM EU APAC ME AF US LATAM EU APAC ME AF US LATAM EU APAC ME AF 2015 2016 2017 2018 • The European market (EU) saw its market share lead drop from 45% in 2015, to stand at 36%. • The US witnessed a similar reduction over the same period from 16% to 10%. • In sharp contrast, the Asia Pacific region (APAC) increased from 30% to 46% • Latin America (LATAM), Middle East (ME) and Africa (AF) remained steady at 4% and 3% respectively. MVNO CONNECTIONS ARE GROWING 2.5 TIMES FASTER THAN THE RATE FOR NORMAL MOBILE OPERATORS.
  7. 7. 7ONE DEVELOPMENT • WE CONNECT THAILAND APAC IS THE WORLD’S FASTEST GROWING MVNO REGION With a predicted compound annual growth rate of over 10% to year 2020, APAC is the world’s fastest growing MVNO region. Governments across the APAC are leveraging MVNO growth to increase competition and enable the digital economy. THE ASIA PACIFIC MVNO MARKET WAS VALUED AT $8 BILLION IN 2017 Sources: GSMA Intelligence | Global Market Insights | Ovum Research | Yozzo.com
  8. 8. 8ONE DEVELOPMENT • WE CONNECT THAILAND THE THAI MARKET  There are three private mobile operators in the market: AIS, DTAC and TRUE, as well as two state owned telecom operators, CAT Telecom and TOT. The three private operators enjoy almost complete dominance of the market with a combined 97.8% market share.  The operators reported a total voice/data revenue of THB 230 billion (U$D 7 billion) end of 2017. 40.647.000 28.800.000 21.299.000 1.900.000 90.000 0 5.000.000 10.000.000 15.000.000 20.000.000 25.000.000 30.000.000 35.000.000 40.000.000 45.000.000 TRUEAIS DTAC CAT TOT (0.09%)(2.07%)(24.62%)(29.61%)(43.61%) Table: MOBILE SUBSCRIBERS PER OPERATOR Q3 2018 92.7 MILLION 138% THB 238 9GB 76% / 24% TOTAL SUBSCRIBERS Q3 2018 PREPAID / POSTPAID MOBILE PENETRATION Q3 2018 BLENDED MOBILE ARPU (USD 7.24) DATA PER USER/MONTH “The mobile market in Thailand must have MVNOs as alternatives I think MVNOs will be able to hold 5% of the overall number of subscriptions in the market. That may be a proper portion for a better competitive structure” Rungsun Channarukul, Senior Executive Vice President of TOT (Market share) SUBSCRIBERS  POPULATION: 69M  SMARTPHONE USERS: 72%  DAILY MOBILE USAGE: 4:56 H  MOBILE INTERNET USERS: 45M 6 ACTIVE MVNOs As of Dec. 2018 a total of 57 MVNO licenses has been awarded to local, and international companies. 9 MVNOs have been launched since 2009 – 6 remain more or less active with less than 350K subscribers, of which the MVNO Penguin has 300K+ A SIGNIFICANT OPPORTUNITY THAT HAS YET TO BE EFFECTIVELY REALIZED  IEC3G (Buzzme)  i-Kool 3G (Loxley)  NTT Communications  Penguin (Whitespace)  168 Communications  MyWorld3G (Data CDMA)
  9. 9. 9ONE DEVELOPMENT • WE CONNECT THAILAND ONE DEVELOPMENT • WE CONNECT THAILAND ONE DEVELOPMENT provides a ONE-STOP-SHOP of expertise, connectivity, and technology for public and private companies to launch and operate successful mobile services to end-users as MVNO
  10. 10. 10ONE DEVELOPMENT • WE CONNECT THAILAND ONE DEVELOPMENT • ONE-STOP MVNO SOLUTION PEOPLE IOT MVNO M2M FINTECH A FLEXIBLE TURNKEY SOLUTION THAT SIGNIFICANTLY REDUCES COSTS, LEAD TIME AND COMPLEXITY, ALONG WITH SUPPORT FROM EXPERTS PLATFORM & OPERATIONS AIRTIME DATA / VOICE CONSULTING & SUPPORT We buy and resell the airtime on nationwide 3G/4G network to the MVNOs, who benefits from economies of scale AIRTIME DATA / VOICE We provide access to a flexible OSS/BSS/VAS platform allowing the MVNOs to launch and control their own service and offers 24/7 PLATFORM & OPERATIONSCONSULTING & SUPPORT We support and consult the MVNOs through all aspects by adding and fully capitalizing on our expertise MOBILE OPERATOR

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