Thailand Telecommunications Report Q4 2009

Executive Summary ......................6
SWOT Analysis..............................7
Table: Thailand Wireline (Fixed Line & Broadband) SWOT.............. 7
Table: Thailand Mobile SWOT........................................................... 8
Thailand Political SWOT........... 9
Thailand Economic SWOT....... 10
Thailand Business Environment SWOT ............................................ 11
Business Environment Ratings ..12
Asia............................................... 12
Thailand................................... 15
Table: Asia Telecoms Business Environment Rankings .................... 16
Industry Forecast Scenario .........17
Mobile...................................... 17
Table: Telecoms Sector – Mobile – Historical Data & Forecasts..... 17
ARPU....................................... 19
Table: Telecoms Sector – ARPU – Historical Data & Forecasts..... 19
Fixed Line................................ 21
Table: Telecoms Sector – Fixed Line– Historical Data & Forecasts.......................................................... 21
Internet .................................... 22
Table: Telecoms Sector – Internet – Historical Data & Forecasts .... 22
Market Data Analysis ..................24
Mobile........................................... 24
Mobile Market Overview ......... 24
Table: Thai Mobile Market March 2009.......................................... 24
Table: Thai Mobile Net Additions Market March 2009 ................... 25
Subscriber Divisions ................ 25
Table: Thailand Operator Subscriber Mix (mn) ............................... 26
MOU & ARPU......................... 27
A Comparison of Minutes of Use By Operator (mn) ......................... 27
3G............................................ 29
Table: Thailand 3G Market Plans .................................................... 30
AIS ........................................... 30
DTAC....................................... 31
TRUE....................................... 31
Others ...................................... 31
Mobile Contract Wins.............. 34
Table – Mobile Contract Wins .......................................................... 34
Mobile Content ........................ 34
Regional Outlook..................... 34
Table: Asia VAS Market By Service (US$bn).................................... 35
Country Outlook ...................... 36
SMS.......................................... 36
Ringtones & Mobile Music ...... 37
Mobile Money.......................... 38
alue-Added Services Timeline......................................................... 39
Table: Selected VAS Services (2008-2009) ....................................... 39
Mobile Operator Data ............. 40
Table: Thailand Mobile Market Overview........................................ 40
Table: AIS................................ 41
Table: DTAC............................ 43
Table: TRUE............................ 44
Table: Hutchison Telecom....... 46
Fixed Line..................................... 47
Fixed-Line Market By Operator Shares – 2007 ................................ 47
True Revenue From Fixed-Line Telephony (%) ................................ 49
Payphones................................ 50
Thailand's Payphone Market By Operator (2007) ............................ 50
Internet ......................................... 52
True ......................................... 52
TOT.......................................... 53
TT&T ....................................... 54
CAT.......................................... 54
IPTV.............................................. 55
WiMAX ......................................... 56
Wireline (Fixed-Line & Broadband) Developments.......................... 58
Table – Wireline Developments (2008-09)........................................ 58
Regulatory Environment & Industry Developments..........................59
Thailand’s Regulatory Bodies And Their Responsibilities ................ 60
Licensing....................................... 61
Table: Thailand Licences (February 2007) ...................................... 61
3G And WiMAX Licences......... 62
Regulatory Developments ........ 62
Competitive Landscape..............64
Competitor Analysis...................... 64
Key Players.............................. 64
Table: Key Players – Thai Telecoms Sector...................................... 64
Table: Selected Operators’ Financial Results (US$mn) ................... 65
Company Monitor......................... 66
Alcatel-Lucent Reports Abysmal Q109 Results, Partly Softened By NGNs................................................. 66
Table: Alcatel-Lucent Revenues By Service Type (Eurmn) ............... 66
Wireline Out, IP In .................. 66
Table: Alcatel-Lucent Revenues By Region (Eurmn) ........................ 67
Table: Alcatel-Lucent: A Selection Of Major Contracts ................... 70
Selected Profiles – Operators ....... 71
Appendix ......................................86
Regional Telecommunications Penetration Overview............................ 86
Fixed Line................................ 86
Table: Regional Fixed-Line Penetration Overview........................... 86
Mobile...................................... 87
Table: Regional Mobile Penetration Overview................................. 87
Broadband ............................... 88
Table: Regional Broadband Penetration Overview .......................... 88
Country Snapshot: Thailand Demographic Data ...............................89
Section 1: Population............... 89
Table: Demographic Indicators, 2005-2030..................................... 89
Table: Rural/Urban Breakdown, 2005-2030 .................................... 90
Section 2: Education And Healthcare............................................... 90
Table: Education, 2002-2005 ........................................................... 90
Table: Vital Statistics, 2005-2030..................................................... 90
Section 3: Labour Market And Spending Power ............................... 91
Table: Employment Indicators, 2001-2006....................................... 91
Table: Consumer Expenditure, 2000-2012 (US$) ............................. 91
Table: Average Annual Non-Agricultural Wages, 2001-2012........... 92
BMI Telecoms Industry Glossary ........................................................93
Table: Glossary of Terms......... 93
BMI Methodology ........................94
BMI Forecast Modelling & Sourcing..................................................... 94
How We Generate Our Industry Forecasts ....................................... 94
Table: Telecommunications Industry Forecast ................................. 94
Sources ......................................... 95
BMI Business Environment Ratings Methodology ................................. 96
Ratings Overview..................... 96
Weighting................................. 97
Table: Weighting ..................... 97
Indicators................................. 97
Indicators................................. 98