Business Monitor International


Cambodia, Laos and Myanmar Telecommunications Report

Published 27 February 2014

  • 132 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
 
$1,295.00
Cambodia, Laos and Myanmar Telecommunications Report

BMI View : In the Q2 2014 update, BMI has added Myanmar to its Cambodia and Laos quarterly report, as we look to expand our coverage of the recently liberalised market. Myanmar is set to be one of our key markets to watch in 2014, as one of the remaining frontier markets, it provides huge opportunities to mobile operators, handset developers, tower companies, mobile money services and infrastructure providers in order to rapidly cater to a 60mn strong population. The task will require huge amounts of investment from the existing companies MPT and YPT , and more importantly from winning bidders Ooredoo and Telenor . This is in contrast to Cambodia and Laos, where opportunities are limited due to a developed mobile sector but low purchasing power. This has created a situation where penetration has surpassed 100% and yet moves to higher-value 3G/4G technology or even postpaid subscriptions remain difficult as ARPU levels are among the lowest in the region and the world. Vimpelcom has already chosen to exit Cambodia with Laos anticipated to follow, while Thaicom 's Cambodian unit filed for insolvency. The outlook for the wireline sector is not much improved as too many competitors and lack of investment create further unfavourable positions . The contrast between the opportunities in Myanmar against the stagnation in Laos and Cambodia is one which will be a common theme throughout our forecast period to 2018.

Key Data

  • Release of new data from the Telecommunications Regulator of Cambodia has led to some revisions in forecasts for Cambodia, while Laotian projections remain mostly unchanged. Consolidation between a number of mobile operator's saw large net losses over 2013 but bodes well for the market development over the long-term.

  • LTE services have been made available in Laos and Cambodia following Smart's launch in the latter as of January 2014years. However, we do not expect this to provide a significant boost to the...

Table of Contents

BMI Industry View
7
SWOT
10
SWOT
13
Industry Forecast
15
Cambodia
15
Table: Telecoms Sector - Historical Data And Forecasts 2011-2018
15
Laos
20
Table: Telecoms Sector - Historical Data And Forecasts
20
Mobile
21
Mobile ARPU
22
Fixed Line
22
Broadband
23
Myanmar
24
Table: Telecoms Sector - Historical Data And Forecasts
24
Mobile
25
Fixed-Line
26
Broadband
27
Industry Business Environment Overview
29
Asia Risk/Reward Ratings
29
Table: Asia Pacific Telecoms Risk/Reward Ratings - Q214
37
Market Overview
38
Cambodia
38
Regional Perspective
38
Table: Cambodia Mobile Market Regional Comparison, Q313
39
Key Developments
39
Mobile Growth
40
Market Shares
41
Table: Cambodia Mobile Market By Operators ('000)
43
Usage
43
Table: VimpelCom Operational Data, 2010-2013 (latest data available)
45
4G
45
Mobile Content
46
Fixed-Line Market
48
Broadband Market
50
Asia Pacific Mobile Content
54
Tablets Are The New TV
55
Table: Percentage Of Long-Form Video Views By Device
58
Infrastructure Is A Key Enabler
58
Laos
60
Regional Perspective
60
Table: Laos Mobile Market Regional Comparison, 313
61
Key Developments
61
Mobile Growth
62
Table: Mobile Market Growth ('000)
63
Mobile Market Shares
63
Table: Laos Telecommunications Subscriber Mix
64
Usage
64
Table: VimpelCom Operational Data, 2011-2013
65
Mobile Content
65
Fixed-Line Market
66
Broadband Market
67
Table: Laos Internet Market By Service
68
Myanmar
70
Key Developments
70
Mobile Growth
71
Mobile Prices
71
Table: The Competitive Dynamics Of Myanmar Mobile Market
74
Networks
74
Table: Yatanarpon Teleport History
81
Industry Trends And Developments
83
Cambodia
83
Laos
84
Key Market Developments
86
Cambodia
86
Myanmar
88
Table: Telecoms Market Developments
89
Regulatory Development
91
Regulatory Overview
91
Cambodia
91
Laos
92
Myanmar
93
Table: Myanmar: Regulatory Bodies And Their Responsibilities
94
Licensing
96
Regulatory Developments
96
Competitive Landscape
98
Table: Key Players - Cambodia Telecoms Sector
98
Table: Key Players - Laos Telecoms Sector
98
Table: Key Players - Myanmar Telecoms Sector
99
Company Profiles
100
Telecom Cambodia
100
Mobitel
105
Lao Telecommunications
110
Regional Overview
114
The Growth Challenges to Foxconn's Empire
114
Demographic Forecast
118
Demographic Outlook - Cambodia
118
Table: Cambodia's Population By Age Group, 1990-2020 ('000)
119
Table: Cambodia's Population By Age Group, 1990-2020 (% of total)
120
Table: Cambodia's Key Population Ratios, 1990-2020
121
Table: Cambodia's Rural And Urban Population, 1990-2020
121
Demographic Outlook - Laos
122
Table: Laos' Population By Age Group, 1990-2020 ('000)
123
Table: Laos' Population By Age Group, 1990-2020 (% of total)
124
Table: Laos' Key Population Ratios, 1990-2020
125
Table: Laos' Rural And Urban Population, 1990-2020
125
Glossary
126
Table: Glossary Of Terms
126
Methodology
128
Industry Forecast Methodology
128
Sources
129
Risk/Reward Ratings Methodology
130
Table: Risk/Reward Ratings Indicators
131
Table: Weighting Of Indicators
132

The Cambodia & Laos Telecommunications Report features Business Monitor International (BMI)'s independent industry forecasts on the future strength of Cambodia, Laos's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's Cambodia & Laos Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in Cambodia, Laos.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for Cambodia, Laos to test other views - a key input for successful budgeting and strategic business planning in the Cambodian, Laotian telecoms market.
  • Target business opportunities and risks in Cambodia, Laos's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Cambodia, Laos.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI's key industry forecasts and views, covering the ICT, fixed-line, mobile (including 3G), internet and broadband markets.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.

Business Environment Ratings

BMI's Telecommunications Business Environment Ratings provides a country-comparative Risk-Reward Ratings index aimed at investors (vendors, operators and suppliers) in the regional telecoms market.

The ratings methodology makes sophisticated use of more than 40 industry, economic and demographic data points.

BMI Industry Forecast Scenario

Historic data series and forecasts to end-2018 for all key industry indicators (see list below) supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

  • Fixed-Line Telephony - Telephone lines ('000); telephone lines/100 inhabitants.
  • Cellular Telephony - Mobile phone subscribers ('000); mobile phone subscribers/100 inhabitants; mobile phone subscribers/100 fixed line subscribers.
  • Internet Markets - Internet users ('000); internet users/100 inhabitants; broadband internet subscribers ('000); broadband internet subscribers/100 inhabitants.

Market Data Analysis

Detailed market analysis of the mobile, mobile content, fixed line and internet segments, broken down into:

  • Market Data - Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
  • Technology/Service Rollout - Analysis of rollout/adoption of new technology, such as 3G, WiMAX, IPTV, pay-TV, LTE and value-added handset services (gaming, music, video, apps etc.).
  • Mobile Content - The latest trends in content and services available and being introduced by mobile operators. Including a timeline of all the latest major mobile content developments.
  • Company Database - A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment

Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. The latest updates in the market's development and regulatory rulings.

Company Profiles

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI's industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses.

The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

secure
Benefit from discounts when you add multiple products to your basket
2 Products SAVE 10%
3 Products SAVE 15%
4 Products SAVE 20%
5 Products SAVE 25%
6 Products SAVE 30%
7 - 20 Products SAVE 35%
21 Products or more SAVE 40%

Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc