Thailand mobile market

Table of Contents

Executive summary

Market overview

• Further growth opportunities
• Market share
• Operator ownership

Regulation

• Concession environment
• Future changes to the concession regime
• Interconnection and termination fees introduced
• New telecommunications and broadcasting regulator
• Foreign ownership

3G in Thailand

• Operators make moves in-band while waiting for 3G 2100MHz licences
• DTAC' s 3G strategy
• True Move' s 3G strategy
• AIS' s 3G strategy
• Thai Mobile
• What are the implications of deploying in-band?
• WiMAX

Data usage

• Data growth incremental

ARPU and tariff wars

• ARPU stabilising

Operator strategies

• AIS
• DTAC
• True Move
• CAT CDMA/Hutch
• Thai Mobile

Table of figures

• Figure 1: Mobile connections, growth and penetration in Thailand
• Figure 2: Market shares of Thailand mobile connections by operator
• Table 1: Thailand mobile operator' s major shareholders
• Figure 3: DTAC regulatory and net interconnection costs
• Figure 4: True Move' s and AIS' s non-voice revenues: 1Q08
• Figure 5: True Move' s percentage change in average voice price 1Q07 - 1Q08