South Korea Telecommunications Report Q3 2009

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
South Korea ....... 16
Table: Asia Telecoms Business Environment Rankings ........... 17
Industry Forecast Scenario .................18
Mobile................ 18
Table: South Korea Telecoms Sector – Mobile – Historical Data & Forecasts............ 18
Fixed Line.......... 20
Table: South Korea 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 (Q408)..... 23
Table: South Korean Mobile Market, Q408............ 24
ARPU & MOU... 25
Table: South Korean Mobile Operators – Monthly Outgoing Minutes Of Use (bn) 2005-2008..... 25
3G........ 26
Mobile Contract Wins.............. 27
Mobile Content ....... 28
Regional Outlook................ 28
Table: Asia VAS Market By Service..... 28
Country Outlook ................. 29
Table: SK Telecom Wireless Internet ARPU By Service Type (KRW)........ 30
Value-Added Services Timeline............ 32
Table: Selected VAS Services (2008-2009) ............ 32
Mobile Operator Data ............. 33
Table: South Korea Mobile Market Overview ........ 33
Table: SK Telecom – Mobile Market Overview ...... 34
Table: KTF – Mobile Market Overview.................. 36
LG Telecom ....... 37
Fixed-Line............... 39
Table: South Korean Local Access Market, March 2009......... 39
Domestic Long Distance (DLD)........... 39
LG Dacom Domestic Long-Distance Revenues (Q109 Vs Q108)............... 40
VoIP................... 41
Broadband .............. 42
South Korea Telecommunications Report Q3 2009
© Business Monitor International Ltd Page 4
Table: South Korean Broadband Market, March 2009............ 42
South Korea Broadband Access Types By Operator (March 2009) ........... 43
IPTV .................. 44
WiBro................. 45
Wireline Developments ............ 47
Table – Wireline (Fixed-Line and Broadband) Developments. 47
Regulatory Environment & Industry Developments.............48
Table: Division Of Regulatory Responsibility In South Korea. 48
Legislation .............. 50
Industry Developments............. 51
Competitive Landscape.....55
Competitor Analysis................. 55
Table: Key Players – South Korea Telecoms Sector ................ 55
Table: Selected Operators Financial Indicators ..... 56
Company Monitor...............57
Nokia Reports Little Joy As Recession Takes A Firm Hold........... 57
Nokia: Reported Q408 Results (EURmn)................ 57
Nokia Mobile Device By Geographic Area (mn units) ............. 58
Nokia Siemens Networks Net Sales By Geography .................. 60
Major Equipment And Services Awarded To Nokia (2007-09) . 61
Selected Profiles – Operators .. 63
Appendix ............72
Key Players........ 72
Fixed-Line Overview........... 72
Table: Regional Fixed-Line Penetration Overview.................. 73
Broadband Overview.......... 74
Table: Regional Broadband Penetration Overview ................. 74
Mobile Overview................. 75
Table: Regional Mobile Penetration Overview....... 75
BMI Telecoms Industry Glossary .......76
Table: Telecommunications Glossary Of Terms ..... 76
Telecoms Business Environment Ratings Methodology.....77
Ratings Overview.... 77
Weighting................ 78
Table: Weighting ................ 78
Indicators................ 78
Indicators........... 78
Country Snapshot: South Korea Demographic Data ...........80
Section 1: Population.......... 80
Table: Demographic Indicators, 2005-2030........... 80
Table: Rural/Urban Breakdown, 2005-2030 .......... 81
Section 2: Education And Healthcare.... 82
Table: Education, 2002-2005 .............. 82
Table: Vital Statistics, 2005-2030........ 82
Section 3: Labour Market And Spending Power ..... 83
Table: Employment Indicators, 2001-2006............. 83
Table: Consumer Expenditure, 2000-2012 (US$) ... 83
Table: Average Annual Wages, 2000-2012............. 84
BMI Forecast Modelling.....85
How We Generate Our Industry Forecasts .................. 85
Table: Telecommunications Industry Forecast ....... 85
Sources ................... 86