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Australia Telecommunications Report Q4 2009

Product Type: Market Research Report
Published by: Business Monitor International
Published: September 2009
Product Code: R302-8219
Description
BMI’s latest update on Australia’s telecommunications market assesses the growth and development ofthe sector in the first six months of 2009. The update incorporates the latest financial and operational datapublished by the country’s leading telecoms operators. In addition to containing revised forecasts -covering the development of the country’s fixed-line, internet and mobile subscriber markets over thenext five years - our update includes a new forecast for Australian mobile ARPU levels. BMI suspectsthat, after peaking in 2007 and 2008, the blended ARPU levels of Australia’s mobile operators haveembarked on a period of long-term decline. Current trends suggest that market leader Telstra isexperiencing a shaper contraction in its blended mobile ARPU than the other operators. This partlyreflects the emphasis which Telstra has been placing on the acquisition of lower-spending prepaid users.

One of the most significant developments to occur in the past few months was the creation, in June 2009,of a new mobile operator, Vodafone Hutchison Australia (VHA). VHA was created as a result of theacquisition of Vodafone Australia by Hutchison 3G Australia (H3GA), the operating subsidiary ofHutchison Telecommunications Australia (HTA). The newly formed VHA will be 50%-owned by theUK-based Vodafone Group and 50% by HTA.

As a result of the merger of Vodafone and Hutchison’s Australian mobile operations, VHA has emergedas the country’s third-largest mobile operator, with a market share of over 31%. This makes VHA almostas large as second-ranked Optus (backed by Singapore’s SingTel). At the time of the merger in June, itwas suggested that VHA would continue to market products and services under the Vodafone and 3brands. However, recent media reports, quoting Vodafone sources, have indicated that the 3 brand mayultimately be dropped in favour of the Vodafone banner.

In addition to mobile market consolidation, recent months have seen a number of regulatorydevelopments in the Australian telecoms sector, especially those related to the development of theNational Broadband Network (NBN). In its June 2009 submission to the government’s review of thetelecoms market, the Australian regulator, the Australian Competition & Consumer Commission(ACCC), said it viewed the structural separation of incumbent Telstra essential to the development of theNBN. Telstra is understood to be opposed to the need for any such separation. Instead, Telstra has arguedthat, as the NBN will operate on a wholesale-only basis, it would deliver an adequate level of structuralseparation. Additionally, Telstra’s submission to the review called for the creation of a new, independenttechnical body, which it claims could tackle the concerns of other operators with regard to access toTelstra’s infrastructure.
Table of Contents
Executive Summary
SWOT Analysis
Australia Mobile SWOT
Australia Wireline SWOT
Australia Political SWOT
Australia Economic SWOT Analysis
Australia Business Environment SWOT
Business Environment
Asia Business Environment Telecommunications Ratings Overview
Australia
Table: Asia Telecoms Business Environment Rankings
Industry Forecast Scenario
Mobile
Table: Telecoms Sector - Mobile - Historical Data & Forecasts, 2006-2013
ARPU
Table: Telecoms Sector - Mobile ARPU - Historical Data & Forecasts (AUD)
Fixed Line
Table: Telecoms Sector - Fixed Line - Historical Data & Forecasts, 2006-2013
Internet
Table: Telecoms Sector - Internet - Historical Data & Forecasts, 2006-2013
Market Data Analysis
Mobile
Table: Australian Mobile Market, June 2009
ARPU
3G
Table: Australia 3G Market, June 2009
HSPA (3.5G)
Mobile Contract Wins
Table: Mobile Contract Wins
Mobile Content
Regional Outlook
Table: Asia VAS Market By Service (US$bn)
Country Outlook
Table: Telstra’s Mobile Revenue Breakdown (AUDmn)
Mobile TV
Value-Added Services Timeline
Table: Selected VAS Services
Mobile Operator Data
Australia Mobile Market Overview
Telstra
Optus
Vodafone
Hutchison
Fixed Line
Table: Telstra Fixed Lines in Service (mn)
Table: Revenue Composition Of Telstra Fixed Products
Table: Telstra Fixed Line Call Traffic
Internet
Table: Australia Dial-up And Broadband Internet Subscriptions, 2006-2008
Table: Australian Broadband Market, FY08-FY09
Internet Service Revenues
ADSL2+
Naked DSL
WiMAX
Wireline Contract Wins
Table: Wireline Contract Wins
Regulatory Environment & Industry Developments
Australia: Regulatory Bodies And Their Responsibilities
Legislation And Market Liberalisation
Licensing And Spectrum
Rural Development
New Regulatory Body
Regulatory Developments
National Broadband Network
ACCC Calls for Structural Separation of Telstra
Vodafone Australia - H3G Merger
Mobile Termination Charges
Telstra Expected to Admit to Breaching Access Obligations
New Approach to Regulation of ISDN and DDAS
Telstra’s Wholesale Exemptions Re-examined
Competitive Landscape
Key Players
Table: Key Players - Australian Telecoms Sector
Table: Selected Operators - Financial Indicators, 2003-2008 (US$mn)
Company Monitor
Table: Alcatel-Lucent Revenues By Service Type (EURmn)
Table: Alcatel-Lucent Revenues By Region (EURmn)
Table: Alcatel-Lucent - A Selection Of Major Contracts
Selected Profiles - Operators
Telstra
SingTel Optus
Vodafone Hutchison Australia (VHA)
Appendix
Regional Telecommunications Penetration Overview
Fixed Line
Table: Regional Fixed-Line Penetration Overview
Mobile
Table: Regional Mobile Penetration Overview
Broadband
Table: Regional Broadband Penetration Overview
Country Snapshot: Australia Demographic Data
Section 1: Population
Table: Demographic Indicators, 2005-2030
Table: Rural/Urban Breakdown, 2005-2012
Section 2: Education And Healthcare
Table: Education, 2002-2005
Table: Vital Statistics
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
BMI Methodology
Telecommunications Forecast Modelling & Sourcing
How We Generate Our Industry Forecasts
Telecommunications Industry Forecasting:
Key Indicators
Business Environment Ratings
Sources
Business Environment Ratings Methodology
Ratings Overview
Weighting
Table: Weighting
Table: Indicators
Ordering and More Information
Price and Delivery Options



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