United Kingdom Telecommunications Report Q1 2010

Executive Summary ................7
SWOT Analysis........................8
UK Mobile Sector SWOT..............................8
UK Fixed-Line Sector SWOT........................9
UK Broadband Sector SWOT .....................10
UK Political SWOT.....................................11
UK Economic SWOT ..................................12
Business Environment .......................................13
Western Europe ............13
UK ................................15
Table: Western Europe Business Environment Rankings..........16
Industry Forecast Scenario .................................17
Mobile................................17
Table: Telecoms Sector – Mobile – Historical Data & Forecasts...........................17
Fixed Line..........................19
Table: Telecoms Sector – Fixed Line – Historical Data & Forecasts......................19
Internet ..............................21
Table: Telecoms Sector – Internet – Historical Data & Forecasts ..........................21
Market Data Analysis ............23
Mobile................................23
Table: UK Mobile Market, Q309................25
Table: UK Mobile Market Net Additions, Q408-Q309..............26
Table: UK Mobile Network Operator Subscriber Mix, Q309 ..................................28
3G.................................30
Mobile Contract Wins......................................33
Table: Mobile Contract Wins......................33
Mobile Content ......................34
Regional Overview.............34
Importance Of SMS Waning .......................34
Mobile Portals ..............34
Smartphones .................35
Mobile Broadband......................................35
UK ................................36
Table: Estimated Retails Revenues Generated By SMS (GBPmn) ...........................37
VAS Timeline .....................39
Table: VAS Timeline ...................................39
Mobile Data.......................40
Table: UK Mobile Market Overview...........40
Table: O2 – Mobile Market Overview ......................................41
Table: Vodafone – Mobile Market Overview ............................43
Table: Hutchison 3G – Mobile Market Overview .....................44
Table: Orange – Mobile Market Overview ...............................45
Table: T-Mobile – Mobile Market Overview.............................47
Fixed Line..........................48
Table: Exchange Line Numbers By Operator, 2006-2008 (’000s) ...........................48
Broadband .........................51
Table: Residential And Small Business Broadband Connections (’000)..................52
Pay-TV...............................53
Wireless Broadband....................................55
Wireline (Fixed-Line & Broadband) Developments..................59
Table: Wireline Developments, 2008-2009...............................59
Regulatory Environment.....................................60
Table: Division Of Regulatory Responsibilities In The UK.......60
Background & Regulatory Bodies...............60
Regulatory Issues........................................60
Competition ..................61
Regulatory Development.............................62
Company Monitor..................65
Table: Nokia Financial Highlights .............65
Table: Nokia’s Position In The Global Handset Market, Unit Sales (mn) ...............67
Table: Nokia’s Position In the Global Handset Market, Unit Sales (mn) ................67
Table: Nokia Siemens Networks Net Sales By Geographic Area (EURmn) .............69
Table: Nokia Siemens Networks Recent Contract Wins In Western Europe.............70
O2.................................75
Orange..........................79
T-Mobile .......................81
Competitive Landscape......................................83
Table: Key Players – UK Telecoms Sector ...............................83
Table: Selected Operators’ Financial Indicators......................84
Fixed-Line Overview...................................85
Table: Regional Fixed-Line Penetration Overview...................85
Table: Regional Broadband Penetration Overview .................86
Mobile Overview.........................................87
Table: Regional Mobile Penetration Overview.........................88
Country Snapshot: UK 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, 2000-2005...............................91
Table: Consumer Expenditure, 2000-2010 (US$) .....................91
Table: Average Annual Wages, 2000-2012...............................92
Telecoms Industry Glossary .......................93
Table: Telecommunications Glossary Of Terms .......................93
Methodology ..................94
Business Environment Ratings Methodology .................................94
Ratings Overview........................................94
Weighting...........................95
Weighting......................95
Indicators...........................95
Indicators......................96
Telecommunications Forecast Modelling & Sourcing ...................97
How We Generate Our Industry Forecasts ...............................97
Telecommunications Industry Forecast Table ..........................97
Business Environment Ratings....................97
Sources ..............................98