Malaysia Telecommunications Report

Published 14 May 2015

  • 85 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
 
$1,295.00
Malaysia Telecommunications Report

BMI View: Data and other non-voice applications and services drove growth in Malaysia's mobile market in 2014, as demonstrated by increased revenues from such services and continued strong uptake of 3G/4G subscriptions. Although in the ascendancy, data cannot yet outpace the rate of decline in income from voice and messaging. Telekom Malaysia 's purchase of Packet One (P1) and its launch of TMgo have returned the incumbent wireline operator to the mobile arena, but it is as yet too soon to tell how potent the revitalised TM has become. The alternative 4G licensees have yet to launch and BMI believes this may be because of crowded market conditions and the high cost of building networks . Infrastructure-focused new entrants will see limited returns on investment; rather, new players should focus on content and services, of which there is still a great need.

Key Data

  • Mobile subscriptions will reach 46.411mn by the end of 2015, yielding a penetration rate of 151%. Market saturation makes it difficult for subscription numbers to continue growing, even allowing for multiple SIM ownership. Yet, by 2019, there will be 48.339mn subscriptions in all. Growth will be driven by migration to 3G/4G services and a slow phasing-out of unused prepaid subscriptions. Mobile ARPUs will continue to shrink as price competition undermines the benefits of moving to premium services

Key Trends & Developments

Malaysia sits in 10th place in BMI's Risk/Reward Index (RRI) for the Asian telecommunications sector, unchanged quarter-on-quarter (q-o-q). The country has a lower overall score than regional heavyweights such as Japan, South Korea and China and is dragged down by its unusually low Industry Rewards score. Although there are four national cellular mobile network operators, at least five other entities have been authorised to provide 4G services, potentially making the market too crowded. Multiple SIM ownership constrains mobile growth prospects. Instead, it is...

Table of Contents

BMI Industry View
7
SWOT
8
SWOT Mobile
8
Political
9
Economic
11
Operational Risk
13
Industry Forecast
15
Table: Telecoms Sector - Historical Data & Forecasts (Malaysia 2012-2019)
15
ARPU
16
Industry Risk Reward Ratings
19
Industry Risk Reward Index
19
Table: Asia-Pacific Telecoms Risk/Reward Index, Q315
23
Market Overview
25
Mobile
25
Regional Perspective
25
Table: Malaysian Mobile Market Regional Comparisons, 2014
26
Key Developments
26
Mobile Growth
26
Table: Malaysia Wireless Market, Q414
27
Mobile Operator Data
31
Table: Mobile Market Overview
31
Table: Maxis Communications
32
Table: Celcom Group
33
Table: DiGi
34
Asia Mobile Content
36
Wireline
40
Broadband
40
IPTV
44
Table: Wireline Developments, 2010-2014
46
Industry Trends & Developments
48
Cost Efficiency Drives Operators' Strategies
49
Telekom Malaysia Fulfils HSBB Obligations
49
Regulatory Development
50
Table: Malaysia - Regulatory Bodies And Their Responsibilities
50
Legislation
51
Regulatory Developments
51
Competitive Landscape
53
Table: Key Players - Malaysia Telecoms Sector
53
Table: Selected Operators - Financial Indicators, 2009-2014 (USDmn)
53
Company Profiles
54
Telekom Malaysia
54
Maxis Communications
60
Celcom
64
DiGi Telecommunications
67
Regional Overview
70
Table: Nokia Networks - Selected Asian Contracts/Deals, 2014-15
73
Demographic Forecast
74
Table: Population Headline Indicators (Malaysia 1990-2025)
75
Table: Key Population Ratios (Malaysia 1990-2025)
75
Table: Urban/Rural Population & Life Expectancy (Malaysia 1990-2025)
76
Table: Population By Age Group (Malaysia 1990-2025)
76
Table: Population By Age Group % (Malaysia 1990-2025)
77
Glossary
79
Table: Glossary Of Terms
79
Methodology
81
Industry Forecast Methodology
81
Sources
83
Risk/Reward Index Methodology
83
Table: Risk/Reward Index Indicators
84
Table: Weighting Of Indicators
85

The Malaysia Telecommunications Report features BMI Research's independent industry forecasts on the future strength of Malaysia's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's Malaysia Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in Malaysia.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for Malaysia to test other views - a key input for successful budgeting and strategic business planning in the Malaysian telecoms market.
  • Target business opportunities and risks in Malaysia's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Malaysia.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI’s key industry forecasts and views, covering the ARPU, fixed-line, mobile (including 3G & 4G), internet and broadband markets.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.

BMI Industry Forecast Scenario

Historic data series (2010-2013) and forecasts to end-2019 for all key industry indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

  • Fixed-line Telephony – Telephone lines (‘000); telephone lines/100 inhabitants.
  • Cellular Telephony – Mobile phone subscribers (‘000); mobile phone subscribers/100 inhabitants; and where available, 3G & 4G subscribers (‘000); 3G & 4G subscribers/100 inhabitants; 3G & 4G subscribers as a percentage of overall mobile market.
  • Internet Markets – Internet users (‘000); internet users/100 inhabitants; broadband internet subscribers (‘000); broadband internet subscribers/100 inhabitants.

BMI’s Telecommunications Risk Reward Index

BMI’s Risk Reward Indices provide investors (vendors, operators and suppliers) looking for opportunities in the region with a clear country comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide an Indices of highest to lowest appeal to investors, with each position explained.

Market Data Analysis

Detailed market analysis of the mobile, mobile content, fixed-line and internet segments, broken down into:

  • Market Data – Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
  • Technology/Service Rollout – Analysis of rollout/adoption of new technology, such as 3G & 4G, WiMAX, IPTV, pay-TV, LTE and valueadded handset services (gaming, music, video, apps etc.).
  • Mobile Content – The latest trends in content and services available and being introduced by mobile operators, including a timeline of all the latest major mobile content developments.
    Company Database – A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G & 4G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment

Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. Also covers the latest updates in the market’s development and regulatory rulings.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

Sources

The Telecommunications Reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.

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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc