BMI View : Accelerating 4G take up reflects the high spending tech savvy population of Taiwan that makes it one of the most developed markets in the Asia Pacific region. The three leading operators have announced rapid take-up of their 4G services, driven by strong competition and high demand. With six operators hav ing obtained 4G licences and launching quickly, it is clear that operators have high expectations of the impact 4G will bring . However, operators face a short-term ARPU squeeze from the regulators , who have imposed compulsory cuts to mobile termination rates and requirements to provide free peering between 2013 and 2016. Operators will look to mobile payment, mobile commerce and cloud computing services as means of further boosting income with services to encourage loyalty over the long term .
The latest data from mobile operators and the NCC show total subscriptions reached 30.89mn in 2014, up by 6.6% year-on-year (y-o-y). This reflects the slowing subscription growth as the mobile penetration rate increases.
Although overall subscription growth has slowed, there has been a transformation of the market in recent years as 3G subscriptions increased rapidly, up to 26.1mn in 2014.
The fixed-line sector falters - the latest data from regulator the NCC indicate that it dropped in 2014 to a total 11.4mn subscriptions.
Key Trends & Developments
Competition in the 4G market heated up quickly as operators launched in mid 2014. Far EasTone had signed up 254,000 4G subscribers by the end of August 2014, according to the NCC. Chunghwa Telecom and Taiwan Mobile had registered 199,000 and 180,000 subscribers to their respective LTE-based offerings by August. Taiwan Star Cellular entered the sector at the end of August and officially started offering connectivity through its own 4G infrastructure. Both Far EasTone and Taiwan Mobile announced they were on track to hit 1mn 4G subscriptions each by the end of 2014. New spectrum...
The Taiwan Telecommunications Report features BMI Research's independent industry forecasts on the future strength of Taiwan'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 Taiwan 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 Taiwan.
- Benchmark BMI's independent telecoms industry forecasts for Taiwan to test other views - a key input for successful budgeting and strategic business planning in the Taiwanese telecoms market.
- Target business opportunities and risks in Taiwan's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Taiwan.
- 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.