Although the mobile penetration in Malaysia is high, BMI believes that there is still scope for growth. Strong competition between the operators on the telecommunications sector will erode ARPU, but value-added product offerings, such as data heavy bundles, will add buoyancy. Wireless and wireline non-voice services account for an increasingly large proportion of operators' revenues, and this is encouraging them to reinvest heavily in next-generation infrastructure, including fibre-to-the-home and 4G LTE. However, unlike at other relatively mature market, operators such as Digi , have managed to increase their subscriber base by bundling their data offers in with prepaid SIM-cards.
Operator and regulatory data showed that the mobile market expanded within BMI's expectations in 2014. By the end of our five year forecast period to 2019, the weighted industry average blended mobile ARPU should reach MYR44. The latest data obtained from the regulator show there were 3.701mn direct exchange lines in service in Malaysia at the end of September 2014. This is part of a long-term declining trend in the fixed-line sector and there is no let-up in the contraction of the fixed-line telephony business.
Key Trends & Developments
In October 2014, Telekom Malaysia (TM) completed an investment agreement for its partnership with local firm Green Packet Berhad and South Korea-based SK Telecom (SKT). Under the terms of the agreement, the three firms will share the ownership in Malaysian wireless broadband provider Packet One Networks (P1) and will collaborate in the future growth of P1. The deal has been signed after securing applicable approvals from the relevant regulatory bodies and Green Packet shareholders. TM now owns a 55.3% stake in P1, while Green Packet and SKT hold 31.1% and 13.6%, respectively. In January 2014, mobile network operators (MNOs) Celcom and DiGi agreed to extend their network-sharing agreement to 2017, according to...
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.
- 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).
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).
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.
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.
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.