Australia - Mobile Communications - Market Trends and Surveys

Table of Contents

1. Industry Overview

• 1.1 Overview
• 1.2 Network operators
  • 1.2.1 Telstra
  • 1.2.2 SingTel Optus
  • 1.2.3 VHA (Vodafone Hutchison Australia)
  • 1.2.4 Network technologies
• 1.3 Mobile Virtual Network Operators (MVNOs)
  • 1.3.1 Virgin Mobile (Now Optus)
  • 1.3.2 Woolworths
  • 1.3.3 Macquarie Telecom
  • 1.3.4 GRLmobile
  • 1.3.5 Lebara Mobile
• 1.4 Mobile resellers
  • 1.4.1 Resellers on the Telstra network
  • 1.4.2 Resellers on the Optus network
  • 1.4.3 Resellers on the Vodafone network
• 1.5 Mobile Virtual Network Enablers (MVNEs)
  • 1.5.1 ComTel Corporation (formerly CommodiTel Ltd)
  • 1.5.2 M2 Telecommunications Group Ltd (M2)

2. Analysis - 2009-2010

• 2.1 Overview
• 2.2 Mobile operators
  • 2.2.1 Vodafone and Hutchison Australia merger
  • 2.2.2 Impact of the Australian economic climate on mobile communications
  • 2.2.3 Interconnection rates key to mobile competition
• 2.3 Services
  • 2.3.1 Mobile broadband
  • 2.3.2 Mobile voice
  • 2.3.3 Prepaid trends and developments
  • 2.3.4 Mobile content
• 2.4 MVNOs
  • 2.4.1 Prospects for Woolworths MVNO
  • 2.4.2 Other developments in the MVNO market

3. 3G & 4G Infrastructure

• 3.1 Technology overview
  • 3.1.1 3G
  • 3.1.2 3.5G / HSPA
  • 3.1.3 4G / LTE
  • 3.1.4 Mobile sites infrastructure
• 3.2 Network operators
  • 3.2.1 Telstra
  • 3.2.2 Optus
  • 3.2.3 VHA
  • 3.2.4 Hutchison
  • 3.2.5 Vodafone
• 3.3 Infrastructure analysis
  • 3.3.1 Structural separation and open networks
  • 3.3.2 Squeezed out of the content markets
  • 3.3.3 Mobile data market
  • 3.3.4 4G LTE and 3G HSPA at 42Mb/s
• 3.4 Spectrum
  • 3.4.1 Overview
  • 3.4.2 Spectrum regulations
  • 3.4.3 Spectrum-based services
  • 3.4.4 Spectrum ownership and licences

4. Subscriber Statistics

• 4.1 Statistical sources
• 4.2 Mobile subscriber statistics
  • 4.2.1 Total subscribers and annual growth rates
  • 4.2.2 Operator market shares and growth
  • 4.2.3 2G and 3G subscribers
  • 4.2.4 Prepaid and postpaid subscribers by operator
  • 4.2.5 Wholesale market

5. Revenue Overview

• 5.1 Total mobile services revenue and forecasts
• 5.2 Operator statistics
  • 5.2.1 Revenue per major operator
  • 5.2.2 Revenue growth
  • 5.2.3 Revenue share
  • 5.2.4 Revenues by service
  • 5.2.5 Average Revenue Per User (ARPU)

6. Market Trends & Surveys

• 6.1 Market surveys in Australia
• 6.2 Australian Communications and Media Authority (ACMA)
  • 6.2.1 Convergence and communications
  • 6.2.2 Mobile services usage
  • 6.2.3 Farming sector usage of telecommunication services
  • 6.2.4 Consumer attitudes towards mobile services
• 6.3 Australian Interactive Media Industry Association (AIMA)
  • 6.3.1 AIMIA survey on mobile phone ownership and usage
• 6.4 Commercial market research
  • 6.4.1 SMB mobile spending is on the rise
  • 6.4.2 Disappointing global demand remains for mobile applications
  • 6.4.3 Customer satisfaction survey for mobile carriers - April 2008
  • 6.4.4 Gartner survey on SMS and MMS usage and trends

7. Retail Market

• 7.1 Overview of the mobile retail market in 2009
  • 7.1.1 Retail revenues
  • 7.1.2 Consolidation
• 7.2 Major mobile retail companies
  • 7.2.1 Vertically integrated operators
  • 7.2.2 Independents retailing services exclusively for mobile operators
  • 7.2.3 Independents retailing services for a variety of network operators
• 7.3 Analysis of the market in 2009 and 2010
  • 7.3.1 The impact of the financial crisis on the retail market in Australia
  • 7.3.2 Emerging retail models for independent operators
  • 7.3.3 Retail margins likely to remain under pressure

8. Handset Market

• 8.1 Overview
  • 8.1.1 Trends in mobile handset market
  • 8.1.2 Service provider-driven market
  • 8.1.3 Replacement market
  • 8.1.4 Summary of activity in 2008
• 8.2 Handset statistics
  • 8.2.1 Shipments
  • 8.2.2 Handset costs
  • 8.2.3 Handset supplier market shares
• 8.3 Analysis
  • 8.3.1 Overview
  • 8.3.2 Apple and Google - hijacking the mobile operators
  • 8.3.3 Mobile vendors set to lose the proprietary battle
  • 8.3.4 Mid-tier mobile phones to decline
  • 8.3.5 Rise of smart phones

9. Mobile Satellite Services

• 9.1 Introduction
  • 9.1.1 Services
• 9.2 Public subsidies and regulation
  • 9.2.1 Mobile satellite service band plan
  • 9.2.2 Mobile satellite phone subsidies
• 9.3 Major operators
  • 9.3.1 Telstra
  • 9.3.2 Optus
  • 9.3.3 Pivotel Group
  • 9.3.4 VIX QuikTrak
  • 9.3.5 FedSat - Australia' s low earth orbit satellite
• 9.4 Usage and revenue estimates
  • 9.4.1 Revenue

10. Glossary of Abbreviations

TABLES:

• Table 1 - Estimated number of base stations by technology and operators - 2009
• Table 2 - Mobile market subscribers, penetration rate and annual change - 1995 - 2010
• Table 3 - Mobile subscribers by carrier - 1995 - 2010
• Table 4 - Annual growth rate of mobile subscribers by carrier - 1995 - 2010
• Table 5 - Mobile subscriber market share by operator - 1995 - 2010
• Table 6 - 3G mobile subscribers by carrier - 2003 - 2010
• Table 7 - Annual growth rate of 3G mobile subscribers by carrier - 2007 - 2010
• Table 8 - Proportion of 3G mobile subscribers versus total subscribers by carrier - 2006 - 2010
• Table 9 - 2G mobile subscribers by carrier - 2006 - 2010
• Table 10 - Annual change of 2G mobile subscribers by carrier - 2007 - 2010
• Table 11 - Prepaid subscribers per operator - 2006 - 2010
• Table 12 - Prepaid subscribers - market share by operator - 2006 - 2010
• Table 13 - Number of mobile phone services in operation - pre & postpaid - 2006 - 2010
• Table 14 - Telstra and Optus wholesale subscribers - 2006 - 2009
• Table 15 - Total mobile services market revenue and annual change - 1993 - 2012
• Table 16 - Mobile services market revenue per major operator - 1993 - 2012
• Table 17 - Annual growth of mobile services market per major operator - 1994 - 2012
• Table 18 - Mobile services revenue share per major operator - 2000 - 2012
• Table 19 - Proportion of mobile service revenue from voice & data - 2007 - 2010
• Table 20 - Total mobile voice revenue per major operator - 2007 - 2010
• Table 21 - Mobile voice revenue per major operator as a proportion of total mobile services revenue - 2007 - 2010
• Table 22 - Total mobile data revenue per major operator - 2007 - 2010
• Table 23 - Growth of mobile data revenue per major operator - 2008 - 2010
• Table 24 - Total mobile messaging revenue per major operator - 2007 - 2010
• Table 25 - Total mobile data (non messaging) revenue per major operator - 2007 - 2010
• Table 26 - Growth in mobile data (non-messaging) revenue per major operator - 2008 - 2010
• Table 27 - Blended APRU per month per major operator - 2000 - 2009
• Table 28 - Annual change in blended APRU per month per major operator - 2004 - 2009
• Table 29 - Telstra, Optus and Vodafone postpaid ARPU per month - 2004 - 2009
• Table 30 - Telstra, Optus and Vodafone prepaid ARPU per month - 2004 - 2009
• Table 31 - Telstra and Hutchison mobile data ARPU per month - 2004 - 2009
• Table 32 - Telstra: 2G versus 3G subscriber ARPU per month - 2006 - 2009
• Table 33 - Fixed-line and mobile services subscribers and annual change - 2000 - 2008
• Table 34 - Mobile phone usage by age group - 2008
• Table 35 - Use of mobile phone functionality - 2008
• Table 36 - Mobile only users by age group - 2008
• Table 37 - Monthly spend of mobile users - 2008
• Table 38 - SME business use of mobile phones - 2007 - 2008
• Table 39 - Estimated number of mobile related complaints - 2003 - 2008
• Table 40 - Mobile complaints by category - 2008
• Table 41 - Residential consumer use of 3G mobile services - 2007 - 2008
• Table 42 - Use of mobile services for farm versus non-farm respondents - 2006 - 2007
• Table 43 - Usage of telecommunication services by device
• Table 44 - Landline usage by type of call - 2007
• Table 45 - Mobile phone usage by type of call - 2007
• Table 46 - Estimated number of outlets and market share of leading retailers - 2009
• Table 47 - Selected retailers: number of outlets by state - 2009
• Table 48 - Australian handset shipments - 2004 - 2010
• Table 49 - Seasonal comparison - Australian shipments per quarter - 2004 - 2009
• Table 50 - Seasonal comparison - Australian shipments per quarter as a proportion of annual shipments - 2004 - 2009
• Table 51 - Change in Australian shipments per quarter (seasonally adjusted) - 2005 - 2009
• Table 52 - Average mobile phone cost - 1986; 1993; 1998 - 2000; 2006; 2008
• Table 53 - Estimated Australian handset supplier market share - major suppliers - 2008 - 2009
• Table 54 - Handset supplier market share - top 3 suppliers globally - 2007 - 2008
• Table 55 - Handset suppliers' market shares - 1999 - 2005; 2007
• Table 56 - Low-end, mid-tier & high-end mobile device market - percentage of units sold - 2007; 2013
• Table 57 - Estimate mobile satellite users - 2007 - 2011
• Table 58 - Optus total satellite revenue - 2007 - 2011

EXHIBITS:

• Exhibit 1 - MVNO models
• Exhibit 2 - MVNO opportunities
• Exhibit 3 - Mobile carriers and selected MVNOs
• Exhibit 4 - Mobile carriers and selected resellers and MVNEs
• Exhibit 5 - Boost Tel
• Exhibit 6 - Examples of key MVNO customer segments
• Exhibit 7 - Allocations for wireless access services - 2009
• Exhibit 8 - Mobile spectrum by operator in capital city and regional area
• Exhibit 9 - GSM services by operator
• Exhibit 10 - WCDMA services by operator
• Exhibit 11 - Ownership of selected frequencies for WiMAX services