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South Africa Telecommunications Report Q4 2009

Product Type: Market Research Report
Published by: Business Monitor International
Published: September 2009
Product Code: R302-7976
Description
Our latest update on the South African telecoms market contains newly revised forecasts for the country’sfixed-line and mobile telephony markets. One particularly notable change concerns our 3G forecast,which has been overhauled to take into account new data published by the country’s mobile operators.Meanwhile, in the Data Analysis section of our report, we have incorporated the latest operational datapublished by South Africa’s fixed-line incumbent Telkom SA, as well as the country’s two largest mobileoperators, Vodacom and MTN.

The latest full set of mobile subscriber figures for all of South Africa’s mobile operators relates to the endof March 2009. In the three months ending March 31 2009, the total mobile customer base increased by3.8% to surpass 51.9mn. Growth in the first three months of the year was weaker than in Q408. However,it was considerably higher than in the corresponding quarter of the previous year. Although growth wasdriven by an upsurge in the number of prepaid customers at Vodacom, both MTN and Vodacom continueto report healthy growth in the postpaid customer segment. By the end of March 2009, South Africa’smobile penetration rate had risen to 106.9%.

Meanwhile, the latest fixed-line data from Telkom shows that the number of fixed access lines fell by1.8% in the 12 months ending March 31 2009. Over the same period, Telkom reported a 33% increase inthe number of ADSL customers.

In May 2009, it was reported that Vodafone of the UK had completed its US$2.5bn acquisition of afurther 15% stake in Vodacom, which was previously held by Telkom. As a result, Vodafone raised itsstake in Vodacom from 50% to 65%. On May 18 2009, the remaining 35% interest in Vodacom, whichhad been held by Telkom, was listed on the Johannesburg Stock Exchange (JSE). Earlier in May, the pathwas cleared for Vodacom to be listed on the JSE after courts ruled against a move to block the sale by theCommunications Workers Union (CWU).

Other notable news from the South African telecoms market includes the inauguration of the SEACOMcable system on July 23. The SEACOM cable, which is 17,000km long, connects Kenya, Tanzania,Uganda, Mozambique and South Africa to Europe and India. It was due to be launched in June but wasdelayed by pirate activity off the coast of Somalia. South Africa has dropped to sixth position place inBMI’s latest set of Business Environment Rankings for Africa. The change of position is mainly theresult of a weaker Telecoms Market rating. The lower score in the Telecoms Market category reflects thelower ARPU that was reported by both Vodacom and MTN in Q109. Both operators have reportedweaker customer spending, a phenomenon that is related to South Africa’s economic slowdown.
Table of Contents
Executive Summary
SWOT Analysis
South Africa Wiireline SWOT
South Africa Mobile SWOT
South Africa Political SWOT
South Africa Economic SWOT
South Africa Business Environment SWOT
Business Environment
Africa
South Africa
Table: Regional Telecoms Business Environment Ratings
Industry Forecast Scenario
Mobile
Table: Telecoms Sector - Mobile - Historical Data & Forecasts
Fixed Line
Table: Telecoms Sector - Fixed Line - Historical Data & Forecasts
Internet
Table: Telecoms Sector - Internet - Historical Data & Forecasts
Market Data Analysis
Mobile
Table: South Africa Wireless Market, Q109
Table: Wireless Net Additions Market, Q109
Subscriber Divisions
ARPU
3G
HSDPA And HSUPA
New Entrants
Mobile Contract Wins
Table - Mobile Contract Wins
Mobile Content
Regional Outlook
Country Outlook
Mobile TV
Mobile Banking
Value-Added Services Timeline
Table - Selected VAS Services
Mobile Operator Data
Table: South Africa Mobile Market Overview
Table: Vodacom*
Table: Cell C
Table: Virgin Mobile
Fixed Line
Table: Telkom Fixed Telephony Access Lines ('000)
Table: Telkom Fixed Telephony Access Lines ('000)
Second National Operator
Fibre Network Development
Internet
Telkom ADSL
Table: Telkom Internet Customers ('000)
WiMAX
Corporate Data Services
Wireline Contract Wins
Table - Wireline Contract Wins
Regulatory Environment & Industry Developments
South Africa: Regulatory Bodies And Their Responsibilities
Legislation And Market Liberalisation
Market Development
Competitive Landscape
Key Players
Table: Key Players - South African Telecoms Sector
Table: Selected Operators Financial Indicators
Company Monitor
Africa - A Key Region
Vendor Financing In Africa
Operator Profiles
Telkom
Vodacom
MTN
Cell C
Appendix:
Regional Telecommunications Penetration Overview
Fixed Line
Table: Regional Penetration - Fixed Line
Mobile
Mobile
Table: Regional Penetration - Mobile
Broadband
Table: Regional Penetration - Internet Use
Country Snapshot: South Africa Demographic Data
Section 1: Population
Table: Demographic Indicators, 2005-2030
Table: Rural/Urban Breakdown, 2005-2030
Section 2: Education And Healthcare
Table: Education, 2002-2005
Table: Vital Statistics, 2005-2030
Section 3: Labour Market And Spending Power
Table: Employment Indicators, 2001-2006
Table: Consumer Expenditure, 2000-2012 (US$)
Table: Average Annual Wages, 2000-2012
BMI Telecoms Industry Glossary
Table: Telecommunications Glossary Of Terms
BMI Methodology
Telecommunications Forecasting & Sourcing
How We Generate Our Industry Forecasts
Telecommunications Industry Forecast Table
Key Indicators
Business Environment Ratings
Sources
Telecoms Business Environment Ratings Methodology
Ratings Overview
Weighting
Weighting
Indicators
Indicators
Ordering and More Information
Price and Delivery Options



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