South Korea Telecommunications Report Q4 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 .......... 15
Table: Asia Telecoms Business Environment Rankings ................... 16
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.................. 21
Table: Telecoms Sector – Fixed Line – Historical Data & Forecasts ....................................... 21
Internet....................... 22
Table: South Korea Telecoms Sector – Internet – Historical Data & Forecasts ....................... 22
Market Data Analysis ..................24
Mobile ....................... 24
Table: South Korean Mobile Market Net Additions (Q209) ............. 25
Table: South Korean Mobile Market, Q209...................................... 25
ARPU & MOU..... 26
Table: South Korean Mobile Operators – Monthly Outgoing Minutes Of Use, 2006-2009 (bn).................................... 27
3G.............................. 28
Mobile Contract Wins...................................... 29
Mobile Content .......... 30
Regional Outlook........................................ 30
Table: Asia VAS Market By Service (US$bn).................................. 30
Country Outlook ......................................... 31
Table: SK Telecom Wireless Internet ARPU By Service Type (KRW)................................... 32
Value-Added Services Timeline ................. 34
Table: Selected VAS Services (2008-2009)...................................... 34
Mobile Operator Data ...................................... 35
Table: South Korea Mobile Market Overview.................................. 35
Table: SK Telecom – Mobile Market Overview............................... 36
Table: KTF – Mobile Market Overview ..... 38
Table: LG Telecom – Mobile Market Overview............................... 40
Fixed Line.................. 42
Table: South Korean Local Access Market, June 2009..................... 42
Domestic Long Distance (DLD) ................. 43
LG Dacom Domestic Long-Distance Revenues, Q208-Q209 (KRWmn) ................................ 43
VoIP ..................... 44
Broadband.................. 46
Table: South Korean Broadband Market, June 2009......................... 47
South Korea Broadband Access Types By Operator, June 2009........ 48
IPTV..................... 48
WiBro................... 50
Wireline Developments ................................... 52
Table: Wireline (Fixed Line and Broadband) Developments............ 52
Regulatory Environment & Industry Developments.......53
Table: Division Of Regulatory Responsibility In South Korea .......... 53
Legislation ................. 55
Industry Developments .................................... 56
Competitive Landscape..............58
Competitor Analysis ........................................ 58
Table: Key Players – South Korea Telecoms Sector......................... 58
Table: Selected Operators Financial Indicators, 2001-2008 (US$mn) ..................................... 59
Company Monitor........................60
Table: Alcatel-Lucent Revenues By Service Type (EURmn) ............ 60
Table: Alcatel-Lucent Revenues By Region (EURmn)..................... 61
Table: Alcatel-Lucent – A Selection Of Major Contracts ................. 63
Selected Profiles – Operators ........................... 64
Appendix ......................................72
Key Players........... 72
Fixed-Line Overview.................................. 72
Table: Regional Fixed-Line Penetration Overview........................... 73
Broadband Overview.................................. 73
Table: Regional Broadband Penetration Overview........................... 74
Mobile Overview........................................ 74
Table: Regional Mobile Penetration Overview................................. 75
Country Snapshot: South Korea Demographic Data .....76
Section 1: Population.................................. 76
Table: Demographic Indicators, 2005-2030...................................... 76
Table: Rural/Urban Breakdown, 2005-2030 ..................................... 77
Section 2: Education And Healthcare ......... 77
Table: Education, 2002-2005...................... 77
Table: Vital Statistics, 2005-2030............... 77
Section 3: Labour Market And Spending Power............................... 78
Table: Employment Indicators, 2001-2006....................................... 78
Table: Consumer Expenditure, 2000-2012 (US$)............................. 78
Table: Average Annual Wages, 2000-2012 ...................................... 79
BMI Telecoms Industry Glossary .....................................80
BMI Methodology ........................81
Business Environment Ratings Methodology ........................................ 81
Ratings Overview ...... 81
Weighting .................. 82
Table: Weighting ........................................ 82
Indicators .............. 83
How We Generate Our Industry Forecasts........................................ 84
Table: Key Indicators For Telecommunications Industry Forecasts ........................................ 84
Sources ................. 85