Business Monitor International


Malaysia Telecommunications Report

Published 13 March 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, owing to highly 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, this emphasis on broadband means 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 (OTT) competitors. As BMI has already noted, this has hit operator financial performance. Tackling the issue will be critical for operators over the medium term.

Key Data

  • Operator and regulatory data showed that the mobile market expanded within BMI's expectations in H112. We have not needed to amend our forecasts for the overall mobile market, but we have adjusted our mobile ARPU forecasts owing to a small acceleration in ARPU erosion seen in H113. By 2018, the weighted industry average blended mobile ARPU should reach MYR39.5 (US$11.96).

  • 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 have been 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 January 2014, Mobile network operators (MNOs) Celcom and DiGi agreed to extend their network-sharing agreement to 2017, according to a stock exchange filing. The extension of the Celcom-DiGi network deal follows another...

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 And Forecasts
19
ARPU
20
Fixed-Line
21
Table: Telecoms Sector - Fixed Line - Historical Data And Forecasts
21
Broadband
22
Table: Telecoms Sector - Internet - Historical Data And Forecasts
22
Industry Business Environment Overview
25
Asia Risk/Reward Ratings
25
Table: Asia Pacific Telecoms Risk/Reward Ratings - Q214
33
Market Overview
34
Mobile
34
Regional Perspective
34
Table: Malaysian Mobile Market Regional Comparisons, 2012
35
Key Developments
35
Mobile Growth
35
Table: Malaysia Wireless Market, Q213
36
Market Share
37
Subscription Mix
38
Usage (MOU/ARPU)
40
3G/4G
41
MVNOs
47
Mobile Content/Value-Added Services
48
Mobile Broadband
49
Encouraging Consumption With Content
51
Mobile Operator Data
57
Table: Mobile Market Overview
57
Table: Maxis Communications
58
Table: Celcom
60
Table: DiGi
62
Asia Pacific Mobile Content
64
Tablets Are The New TV
65
Table: Percentage Of Long-Form Video Views By Device
68
Infrastructure Is A Key Enabler
68
Wireline
70
Broadband
70
IPTV
75
Table: Wireline Developments, 2010-2013
77
Industry Trends & Developments
79
Cost Efficiency Drives Operators' Strategies
79
Telekom Malaysia Fulfils HSBB Obligations
79
New MVNO To Enter Malaysia Market
80
LTE Arrives In Malaysia
81
Entrants To Spur IPTV Growth
83
Maxis And Astro Choose Collaboration Over Competition
83
Regulatory Development
85
Table: Malaysia - Regulatory Bodies And Their Responsibilities
85
Legislation
86
Regulatory Developments
86
Competitive Landscape
88
Table: Key Players - Malaysia Telecoms Sector
88
Table: Selected Operators - Financial Indicators, 2007-2012 (US$mn)
88
Company Profiles
89
Telekom Malaysia
89
Maxis Communications
94
Celcom
98
DiGi Telecommunications
102
Regional Overview
107
The Growth Challenges to Foxconn's Empire
107
Demographic Forecast
111
Table: Malaysia's Population By Age Group, 1990-2020 ('000)
112
Table: Malaysia's Population By Age Group, 1990-2020 (% of total)
113
Table: Malaysia's Key Population Ratios, 1990-2020
114
Table: Malaysia's Rural And Urban Population, 1990-2020
114
Glossary
115
Table: Glossary Of Terms
115
Methodology
117
Industry Forecast Methodology
117
Sources
118
Risk/Reward Ratings Methodology
119
Table: Risk/Reward Ratings Indicators
120
Table: Weighting Of Indicators
121

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 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