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Thailand's Mobile Market Information Q3 2014

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Figures, tables, information and statistics about Thailand's Mobile Market Q3 2014.
Version 1.5 (12 January 2014)

The report includes:

Blended MOU
Blended ARPU
AIS Highlights Q3 2014
DTAC Highlights Q3 2014
Mobile Revenue per/minute
True Move Highlights Q3 2014
Mobile Internet usage in Thailand
3G subscribers Q3 2014 Thailand
Thailand’s Mobile Subscriber Growth
Smartphone sales in Thailand Q3 2014
Mobile Operator Market Shares: Q3 2014
Types of Internet connections 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 %)

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Thailand's Mobile Market Information Q3 2014

  1. 1. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 V 1.5
  2. 2. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com            
  3. 3. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com
  4. 4. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com
  5. 5. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com There are and Daily via mobile networks in Thailand
  6. 6. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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% Q3 2014 100,225,548 5.41% 12,603,332 5.34% 87,622,216 5.42% Source: Operators | NBTC www.yozzo.com www.yozzo.com
  7. 7. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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
  8. 8. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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% Q3 2014 149.58% 18.81% 130.77% www.yozzo.com
  9. 9. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: Operators | NBTC www.yozzo.com
  10. 10. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: Operators | NBTC www.yozzo.com
  11. 11. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: Operators | NBTC www.yozzo.com 245 205 204 200 194 211 197 195 693 586 582 582 580 621 606 594 197 164 162 160 158 158 140 138 Average Revenue Per User (Excluded Interconnection Charge) 1.00 THB = $0.0304220 Average Revenue Per User (Including Interconnection Charge) 1.00 THB = $0.0304220 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
  12. 12. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: Operators | NBTC www.yozzo.com 319 251 253 257 236 240 267 254 648 539 486 477 400 375 461 364 277 217 226 233 217 220 240 239 Mobile MOU (Minute/Month) 2007 – Q3 2014 1.00 THB = $0.0304220 www.yozzo.com Revenue per/minute Q3 2013 – Q3 2014 0.50 0.48 0.45 0.49 0.47 0.47 0.45 0.44 0.45 0.55 0.31 0.33 0.31 0.29 0.29
  13. 13. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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 38.7 million 3G users out of 43,79 million total subscribers.  DTAC has 19.7 million 3G users out of 27.8 million customers.  True Move has 19.1 million 3G users out of 23.4 million subscribers.
  14. 14. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com 47,48% 28,22% 23,39% 0,37% 0,54% www.yozzo.com
  15. 15. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: AIS 2014 www.yozzo.com Subscribers Q3 2014 4,786,700 39,008,500 43,795,200 Subscribers Q2 2014 4,661,100 38,217,100 42,878,200 Net additions Q3 2014 125,600 791,400 917,000 Net additions Q2 2014 197,300 318,400 515,700 ARPU Q3 2014 625 THB 169 THB Blended 216 THB MOU Q3 2014 387 255 Blended 270 1.00 THB = $0.0304220     88% of total subscribers  19m using 3G devices  77 provinces  97% coverage  Mobile data grew 13% QoQ  Mobile data grew 62% YoY www.yozzo.com
  16. 16. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: dtac 2014 www.yozzo.com Total as of Q3 2014 3,746,000 24,033,000 27,780,000 Total as of Q2 2014 3,659,000 24,380,000 28,039,000 Net Additions Q3 2014 88,000 -347,000 -259,000 Net Additions Q2 2014 58,000 -245,000 -187,000 ARPU Q3 2014 ex. IC. 580 THB 141 THB Blended ex. IC. 197 THB MOU Q3 2014 ex. IC. 265 176 Blended ex. IC. 188     16,500 3G sites.  850MHz & 2100 MHz  71% sub base ported to 3G  Total subscriber base decreased 0.9% QoQ  Smartphone penetration 41.2%  Mobile data users 12.5 million. www.yozzo.com 1.00 THB = $0.0304220
  17. 17. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: True Corporation www.yozzo.com True Total as of Q3 2014 3,672,000 19,767,000 23,440,000 Total as of Q2 2014 3,452,000 19,743,000 23,195,000 Net Additions Q3 2014 N/A N/A N/A ARPU Q3 2014 514 THB 61 THB 139 THB 1.00 THB = $0.0304220 www.yozzo.com     4G LTE 2100 MHz  3G+ 850, 2100 MHz  2G 1800 MHz  Voice revenue grew 4.9% QoQ especially in Northeast.  Non-voice revenue grew 6.4% QoQ  85% of total subscribers are on 3G or 4G
  18. 18. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: Operators | NBTC www.yozzo.com 3,040,483 Metropolitan 2,763,535 Provincial 19.75% Metropolitan 5.35% Provincial
  19. 19. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: Thai Network Information Foundation | National Statistical Office of Thailand | NBTC | NECTEC www.yozzo.com  Internet Users: 26,140,473,  Internet Penetration: 39.06%  Internet Broadband: 5,336,194 Subscribers  Broadband Penetration Per Population: 7.96%  Price/Kbps = 0.09 THB www.yozzo.com
  20. 20. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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
  21. 21. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Dial-up modem, ISDN Wireless Mobile 2G, 2.5G CDMA, GPRS ADSL, VDSL, satellite, FTTH, Cable Wireless 3G mobile Eg. WCDMA, EV- DO - 7,126,400 3,4% 8.9% 45% 40.3% 2.4% 1,502,900 3.0% 3.4% 56% 35.6% 2% 2,458,000 3.4% 8.5% 42.7% 42.7% 2.7% 1,064,800 2.6% 9.3% 49.4% 37.9% 0.8% 1,253,100 4.1% 13% 37% 43.4% 2.6% 847.500 3.6% 13.4% 38.8% 40.1% 4.1% www.yozzo.com www.yozzo.com Source: National Statistical Office of Thailand Survey 2014
  22. 22. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: Millward-Brown AdReaction-2014 www.yozzo.com Tablet Television Laptop Mobile Excl. SMS/Calls Thai consumers spends 3.1 hours of his/her daily media routine via their mobile device. (Excl. SMS/Voice) #1 MOBILE minutes minutes minutes minutes The average user in thailand consumes 7.4 hours of media per day www.yozzo.com
  23. 23. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com Thailand has the 3rd. largest Facebook population in the world with 30 million users and Bangkok has more Facebook users than any other city in the world. 93% of Thai Internet users access Facebook every week, compared to 47% globally, and 19 million, access Facebook through their mobile device. 4.5 million Twitter accounts and 1.7 million Instagrammers. 81% of smartphone users in Thailand have downloaded and use mobile chat apps for daily communication. 1011010101101 0101101111011 10011011011000 We ARE SOCIAL www.yozzo.com LINE users in Thailand (Oct. 2014) Top 5 Social Network usage • Facebook 93% • Line 87% • Google+ 34.5% • Instagram 34% • Twitter 16.1% Source: ETDA/MICT | LINE | Facebook | 2014
  24. 24. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com 400MB In 2013 Thai users consumed an average of Source: Nokia Solutions and Networks (Thailand). of mobile data per month While their European peers consumed less than 200 MB per month
  25. 25. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com 1GB End of 2014 Thai users consumed about Source: Nokia Solutions and Networks (Thailand). of mobile data per month
  26. 26. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com 1011010101101 0101101111011 10011011011000 3GB Average video consumption for mobile video users is 3 GB per/month Thailand's smartphones users are avid video watchers with 53% watching video at least once a day
  27. 27. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: YouTube/Google www.yozzo.com Traffic on YouTube via mobile devices has jumped more than six-fold over the past two years. Traffic via mobile device 11% Traffic via mobile device 43% Thailand has the 2nd highest amount of YouTube views in Asia 1. Japan 2. Thailand 3. India www.yozzo.com
  28. 28. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com Source: IDC Thailand www.yozzo.com
  29. 29. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 Source: Nokia Solutions and Networks (Thailand). www.yozzo.com www.yozzo.com
  30. 30. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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. 1.00 THB = $0.0304220
  31. 31. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com 2G 2.5 2.7 3G 3.5 3.9 LTE www.yozzo.com
  32. 32. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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 Ended 2013 Ended 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
  33. 33. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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
  34. 34. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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. 1.00 THB = $0.0304220
  35. 35. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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 1.00 THB = $0.0304220
  36. 36. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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
  37. 37. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 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.
  38. 38. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  December 2014 www.yozzo.com

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