Business Monitor International


Malaysia Telecommunications Report

Published 19 May 2014

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

BMI View: Malaysia's telecommunications sector enjoys high levels of service penetration, due mainly to focused investment in advanced broadband infrastructure and supporting services and solutions. Wireless and wireline non-voice services account for an increasingly large proportion of operators' revenues, and this is encouraging them to reinvest heavily in next-generation infrastructure, including fibre-to-the-home and 4G LTE. However, an emphasis on broadband leads to falling demand for traditional v o ice telephone services has accelerated , while operator-provided mobile voice and messaging services have come under threat from network-agnostic over-the-top competitors. As BMI has already noted, this has hit operator financial performance.

Key Data

  • Operator and regulatory data showed that the mobile market expanded within BMI's expectations in 2013. By 2018, the weighted industry average blended mobile ARPU should reach MYR44.0 (USD13.71).

  • Usage of wireless broadband services has been falling since Q412, most likely because customers are increasingly turning to HSPA-enabled smartphones rather than wireless modem-equipped mobile computers. This relates to increased HSPA coverage outside the principal cities, but also to the launch of 4G LTE services. Our broadband forecasts were amended accordingly, with slower growth for the short-to-medium term before accelerating markedly in the latter part of our 2013-2018 forecast period.

Key Trends & Developments

In March 2014, Telekom Malaysia (TM) acquired a 57% stake in WiMAX operator Packet One Networks (P1) for MYR350mn (USD106.4mn). The acquisition gives TM access to P1's LTE platforms and vastly increases its spectrum allocation. BMI believes access to key wireless broadband spectrum will further boost TM's ability to cater to the growing demand for data services as it continues to build out the country's high-speed broadband (HSBB) infrastructure.

In January 2014, mobile network...

Table of Contents

BMI Industry View
7
SWOT Analysis
9
Mobile SWOT
9
Wireline SWOT
11
Political
13
Economic
15
Business Environment
17
Industry Forecast
19
Mobile
19
Table: Telecoms Sector - Mobile - Historical Data & Forecasts (Malaysia 2011-2018)
19
ARPU
20
Wireline
22
Table: Telecoms Sector - Wireline - Historical Data & Forecasts
22
Industry Business Environment Overview
25
Industry Risk Reward Ratings
25
Table: Asia Pacific Telecoms Risk/Reward Ratings - Q3 2014
29
Market Overview
30
Mobile
30
Regional Perspective
30
Table: Malaysian Mobile Market Regional Comparisons, 2013
31
Key Developments
31
Mobile Growth
32
Table: Malaysia Wireless Market, Q413
32
Market Share
33
Subscription Mix
34
Usage (MOU/ARPU)
36
3G/4G
37
MVNOs
43
Mobile Content/Value-Added Services
44
Mobile Broadband
45
Encouraging Consumption With Content
47
Mobile Operator Data
53
Table: Mobile Market Overview
53
Table: Maxis Communications
54
Table: Celcom
55
Table: DiGi
56
Asia Pacific Mobile Content
58
Tablets Are The New TV
59
Table: Percentage Of Long-Form Video Views By Device
62
Infrastructure Is A Key Enabler
62
Wireline
64
Broadband
64
IPTV
69
Table: Wireline Developments, 2010-2013
71
Industry Trends & Developments
73
Cost Efficiency Drives Operators' Strategies
73
Telekom Malaysia Fulfils HSBB Obligations
73
New MVNO To Enter Malaysia Market
74
LTE Arrives In Malaysia
75
Entrants To Spur IPTV Growth
77
Maxis And Astro Choose Collaboration Over Competition
78
Regulatory Development
79
Table: Malaysia - Regulatory Bodies And Their Responsibilities
79
Legislation
80
Regulatory Developments
80
Competitive Landscape
82
Table: Key Players - Malaysia Telecoms Sector
82
Table: Selected Operators - Financial Indicators, 2008-2013 (US$mn)
82
Company Profiles
83
Telekom Malaysia
83
Maxis Communications
89
Celcom
93
DiGi Telecommunications
97
Regional Overview
100
Industry Trend Analysis
100
Table: Strategies Of Asian Top Chat Apps
101
Demographic Forecast
106
Table: Malaysia's Population By Age Group, 1990-2020 ('000)
107
Table: Malaysia's Population By Age Group, 1990-2020 (% of total)
108
Table: Malaysia's Key Population Ratios, 1990-2020
109
Table: Malaysia's Rural And Urban Population, 1990-2020
109
Glossary
110
Table: Glossary Of Terms
110
Methodology
112
Industry Forecast Methodology
112
Sources
113
Risk/Reward Ratings Methodology
114
Table: Risk/Reward Ratings Indicators
115
Table: Weighting Of Indicators
116

The Malaysia Telecommunications Report features Business Monitor International (BMI)'s independent industry forecasts on the future strength of Malaysia'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 Malaysia 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 Malaysia.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for Malaysia to test other views - a key input for successful budgeting and strategic business planning in the Malaysian telecoms market.
  • Target business opportunities and risks in Malaysia's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Malaysia.
  • 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 Rankings

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

The rankings 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.

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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