South Korea Telecommunications Report Q1 2010

Executive Summary ..................................7
SWOT Analysis..........................................8
South Korea Wireline SWOT ....................... 8
South Korea Mobile SWOT.......................... 8
South Korea Political SWOT ....................... 9
South Korea Economic SWOT ................... 10
South Korea Business Environment SWOT................................................... 11
Business Environment ...........................12
Asia.............. 12
Table: Asia Telecoms Business Environment Rankings ................................ 15
South Korea ............................................... 15
Industry Forecast Scenario .....................17
Mobile.......... 17
Table: South Korea Telecoms Sector – Mobile – Historical Data & Forecasts................................................ 17
ARPU........... 19
Table: South Korea Telecoms Sector – ARPU – Historical Data & Forecasts ................................................. 19
Fixed Line....................................................... 20
Table: Telecoms Sector – Fixed Line – Historical Data & Forecasts............ 20
Internet ........ 21
Table: South Korea Telecoms Sector – Internet – Historical Data & Forecasts............................................... 21
Market Data Analysis ..............................23
Mobile.......... 23
Table: South Korean Mobile Market Net Additions, Q309 ........................... 24
Table: South Korean Mobile Market, Q309.................................................. 25
ARPU & MOU........................................... 26
Table: South Korean Mobile Operators – Monthly Outgoing Minutes Of Use, 2006-2009 (bn)....................... 26
3G................ 27
Mobile Contract Wins..................................... 28
Mobile Content ............................................... 29
Regional Outlook....................................... 29
Table: Asia VAS Market By Service (US$bn)................................................ 29
Country Outlook ........................................ 30
Table: SK Telecom Wireless Internet ARPU By Service Type (KRW)............ 31
Value-Added Services Timeline.................. 33
Table: Selected VAS Services, 2008-2009..................................................... 33
Mobile Operator Data .................................... 34
Table: South Korea Mobile Market Overview .............................................. 34
Table: SK Telecom..................................... 35
Table: KT................................................... 37
Table: LG Telecom.................................... 39
Fixed Line....................................................... 41
Table: South Korean Local Access Market (PSTN + VoIP), September 2009 .................................................. 41
Domestic Long Distance (DLD)................. 42
LG Dacom Domestic Long-Distance Revenues, Q308-Q309 (KRWmn) ........ 43
Broadband ...................................................... 44
Table: South Korean Broadband Market, June 2009.................................... 45
Table: South Korea Broadband Access Types By Operator, June 2009......... 46
IPTV .......................................................... 47
WiBro......................................................... 48
Wireline Developments ................................... 50
Table: Wireline (Fixed-Line And Broadband) Developments ........................ 50
Regulatory Environment & Industry Developments................................51
Table: Division Of Regulatory Responsibility In South Korea...................... 51
Legislation ...................................................... 53
Industry Developments.................................... 54
Competitive Landscape..........................56
Competitor Analysis........................................ 56
Table: Key Players – South Korea Telecoms Sector ..................................... 56
Table: Selected Operators Financial Indicators, 2001-2008 (US$mn).......... 57
Company Monitor....................................58
Table: Ericsson Segment Sales (SEKbn)....................................................... 58
Table: Major Contracts Awarded To Ericsson, 2009.................................... 59
Table: Ericsson Net Sales By Region (SEKmn)............................................. 60
Table: Sony Ericsson Financial Statements .................................................. 61
Selected Profiles – Operators ......................... 62
Appendix ..................................................71
Key Players................................................ 71
Fixed-Line Overview.................................. 71
Table: Regional Fixed-Line Penetration Overview....................................... 72
Broadband Overview................................. 72
Table: Regional Broadband Penetration Overview ...................................... 73
Mobile Overview........................................ 73
Table: Regional Mobile Penetration Overview............................................. 74
Country Snapshot: South Korea Demographic Data ..............................75
Section 1: Population................................. 75
Table: Demographic Indicators, 2005-2030................................................. 75
Table: Rural/Urban Breakdown, 2005-2030 ................................................ 76
Section 2: Education And Healthcare........ 76
Table: Education, 2002-2005 .................... 76
Table: Vital Statistics, 2005-2030.............. 76
Section 3: Labour Market And Spending Power ........................................... 77
Table: Employment Indicators, 2001-2006................................................... 77
Table: Consumer Expenditure, 2000-2012 (US$) ......................................... 77
Table: Average Annual Wages, 2000-2012................................................... 78
Glossary Of Terms ..................................79
Table: Glossary Of Terms.......................... 79
BMI Methodology ....................................80
How We Generate Our Industry Forecasts ................................................... 80
Table: Key Indicators For Telecommunications Industry Forecasts.............. 80
Telecoms Business Environment Ratings...................................................... 81
Table: Weighting Of Indicators ................. 82
Table: Ratings Indicators .......................... 83
Sources ...................................................... 83