Vietnam - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses

Transcription

1 Report Information More information from: Vietnam - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses Report / Search Code: WGR Publish Date: 9 March, 2016 Price 1-user PDF : $ Site PDF : $ Description: Executive Summary Vietnam transitions to potentially more open mobile market The Vietnamese government is finally addressing the restructure of the state-owned telecom conglomerate VNPT. After numerous false starts and a variety of proposals, it finally decided to hive off MobiFone from the state-owned parent and eventually sell shares via an IPO. The process is now irreversible. VNPT s internal restructure also saw some major changes which included Vinaphone, its remaining mobile subsidiary. The revamped Vinaphone-VNPT was launched in August Vietnam s mobile market is growing, but growth had slowed significantly in 2015 and into 2016; fixed-line subscriber numbers have declined sharply; and broadband is booming, boosted by mobile broadband services and fibre-based fixed broadband. Much earlier, the government had set ambitious targets in the telecom sector for the expansion of infrastructure. But it fell well short of these targets. Things began to change, however, mainly on the back of an increasingly competitive mobile market. Vietnam s mobile market has grown strongly over the last decade in particular. This was evidence that the competition model the government had put in place, although limited, was in fact working. The mobile market stalled in 2013, suffering a major correction in that year. By 2015/16 growth had returned but was generally slower, as already noted. In the meantime, having come late to the internet, Vietnam is finally embracing the higher access speeds offered by the various broadband platforms. Although there has been a surge in subscriber numbers, fixed broadband remains a relatively small but expanding market segment. The fixed broadband services have been largely based on DSL technology; more recently, fibre-based broadband services are starting to replace DSL as the fixed broadband option, with FttH subscriptions growing by more than 150% in Most significantly, the arrival of mobile broadband has seen much wider access to faster internet speeds. The penetration of mobile broadband services was more than four times that of fixed broadband by An important aspect of the internet market is that the government has been particularly active in the development of cyber laws, no doubt because of its deeply ingrained political culture of central control. The significant presence of fixed-line services throughout the country had been against the global trend for a developing economy (a high point of 20% penetration in 2009); however, fixed-line numbers have declined dramatically in recent years and by 2015 penetration had fallen to around 5%. It needs to be said that the broad telecom market growth in Vietnam is happening amidst a sometimes confusing set of statistics. The figures published both by the government, the operators and other industry sources are often contradictory and earlier figures are often revised. In this report, where there is any doubt about the statistics issued, BuddeComm publishes in its tables what are considered the most likely figures or provides estimates. Key developments: Vietnam s broadband market is growing strongly, on the back of the mobile broadband sector; the mobile market had reached 147% penetration milestone coming into 2016; overall growth in mobile subscribers has slowed; despite extensive nationwide 3G rollout, subscriber numbers were lower still than expected;

2 the MIC had been preparing for 4G in 2015, with the licensing process expected in 2016; the fixed-line market continues to be in decline, having dropped by 70% from its 2009 peak; Vietnam s second satellite, Vinasat-2, has been launched; MobiFone, having been hived off from VNPT, by 2015 was being prepared for an IPO; a revamped VNPT-Vinaphone operation was formally launched in August 2015; fibre-based broadband subscribers were growing at an annual rate of 100%+ into 2015; Samsung became the largest foreign investor in Viet Nam when it launched its project for a US$3 billion telephone handset manufacturing and assembling plant; the MIC has set 2017 as the target date for introducing Mobile Number Portability (MNP). The government continues to exercise tight control of internet, with clamp downs from time to time. Companies mentioned in this report: VNPT; Vinaphone; Mobifone; Viettel; S-Fone; EVN Telecom; Vietnamobile (Hanoi Telecom); GMobile/GTel; Vietnam Datacommunications Company (VDC); FPT Telecom; SaiGonNet; NetNam; Vietnam Television Technology Investment and Development Company (VTC); FPT Telecom; Vietnamobile (Hanoi Telecom); Gmobile (formerly Beeline); Facebook; Google; Vietnam Cable TV (VCTV); SCTV; K+; Alibaba, EBay; BTS-Hanoi; HTVC-HCM City; VTC; Qualcomm; Red River Delta; CMC; DN khac. Contents: Table of Contents 1. Key statistics 1.1 Country Overview 1.2 World Trade Organization (WTO) 2. Telecommunications market 2.1 Recent developments 2.2 Historical Overview 2.3 Market analysis Mobile operators Foreign investment The government s role 3. Regulatory environment 3.1 Historical overview 3.2 Regulatory authority Ministry of Information and Communications (MIC) Viet Nam Telecommunications Authority (VNTA) 3.3 Government policies Liberalisation Privatisation of state-owned enterprises: VNPT Decree limiting shares in telecom companies 3.4 Telecom licences 3.5 Mobile Number Portability (MNP) 4. Competition issues 5. Fixed network operators 5.1 Introduction 5.2 Vietnam Post & Telecommunications (VNPT) Overview Statistics 5.3 Viettel 5.4 FPT Telecom 5.5 GTel 6. Telecommunications infrastructure 6.1 National telecom network Overview Statistics Forecasts fixed-line subscribers 2016; 2017; New developments Next Generation Networks (NGNs)

3 6.2.2 Proposed Samsung investment 6.3 International infrastructure Background to development Submarine cable networks Satellite networks 7. Broadband market 7.1 Introduction and statistical overview Market Analysis Broadband Development Plan Statistics Forecasts fixed broadband subscribers ; Government control Vietnam Internet Network Information Center (VNNIC) Vietnam National Internet exchange (VNIX) IPv6 v. IPv4 7.2 Digital Subscriber Line (DSL) Introduction Service providers 7.3 Fibre-to-the-Home (FttH) Introduction Service providers 7.4 Other fixed broadband services Fixed wireless broadband WiFi WiMAX Cable modem Satellite internet 8. Digital media 8.1 Introduction Cloud services VTVcab 8.2 Digitalisation 8.3 Pay TV 8.4 Advertising 8.5 Videostreaming 8.6 Social Media Introduction 8.7 Media tablets 8.8 Voice over Internet Protocol (VoIP) Background 9. Digital economy 9.1 Introduction E-Commerce Development Master Plan E-Commerce Overview 9.3 E-Government Overview E-taxation 9.4 E-Health E-Medicine Vaccination management 9.5 E-Education E-Learning 9.6 Technology parks/focus areas 10. Mobile communications 10.1 Market overview and analysis 10.2 Mobile Statistics General statistics Forecasts mobile services 2016; 2017; Mobile Data Mobile Broadband Statistics 10.3 Regulatory Issues Numbering Registration of prepaid services/sim cards Mobile Number Portability (MNP) 10.4 Mobile infrastructure Digital networks 10.5 Major Mobile Operators

4 Operators VNPT MobiFone VNPT-Vinaphone Viettel Vietnamobile (formerly Hutchison Vietnam/HT Mobile) Gmobile (formerly Beeline) Mobile Virtual Network Operators (MVNOs) 10.6 Mobile Content and Applications M-Commerce M-Banking Mobile Apps Other m-content 10.7 Mobile Handsets Table 1 Country statistics Vietnam 2015 Table 2 Telephone network statistics 2015 Table 3 Internet user statistics 2015 Table 4 Broadband statistics 2015 Table 5 Mobile statistics 2015 Table 6 National telecommunications authorities Table 7 Historical - Fixed-line subscribers and market share by operator 2011 Table 8 Historical - VNPT fixed-line subscribers and penetration Table 9 VNPT fixed-line subscribers and penetration Table 10 Historical - Fixed line subscribers, annual change and penetration Table 11 Fixed line subscribers, annual change and penetration Table 12 Forecast fixed line subscribers and penetration rates ; 2020 Table 13 Total international internet bandwidth Table 14 Fixed broadband subscribers Table 15 Fixed broadband subscribers and household overview 2015 Table 16 Mobile broadband subscribers and penetration Table 17 Historical - Internet users and penetration Table 18 Internet users and penetration Table 19 Historical - Fixed internet subscribers Table 20 Estimated fixed internet subscribers Table 21 Households with internet access Table 22 Total international internet bandwidth Table 23 Key internet statistics May 2015 Table 24 Forecast fixed broadband subscribers and penetration rates ; 2020 Table 25 Fixed broadband DSL subscribers Table 26 DSL subscribers and market share by provider May 2014 Table 27 Historical - VNPT/VDC DSL subscribers Table 28 VNPT/VDC fixed broadband subscribers Table 29 VNPT fixed broadband subscribers and penetration Table 30 Viettel s DSL subscribers 2007; 2015 Table 31 FttH subscribers Table 32 FttH subscribers and market share by provider 2014 Table 33 Viettel s FttX subscribers Table 34 Key broadcasting statistics July 2015 Table 35 Historical - VTV s TV broadcasting units subscribers Table 36 Market share of online advertising revenue by enterprise Table 37 MyTV - subscribers Table 38 Facebook users and penetration 2012; 2015 Table 39 Internet users and penetration Table 40 Internet users by age 2014 Table 41 Vietnam B2C e-commerce sales indicators 2013; 2015 Table 42 E-commerce sales popularity of product categories 2013 Table 43 Top 10 most popular websites for online shopping 2013 Table 44 Historical - mobile subscribers Table 45 Mobile subscribers Table 46 Mobile subscribers (alternative version) Table 47 Total 3G mobile subscribers Table 48 Mobile broadband subscribers ; 2020 Table 49 Mobile operators networks and total subscribers 2014 Table 50 Mobile operators networks and total subscribers 2015 Table 51 Mobile subscribers and market share by operator Table 52 Mobile subscribers and market share by operator Table 53 Mobile services revenue Table 54 Mobile services sector estimated ARPU

5 Table 55 Forecast mobile subscribers and penetration rates 2016; 2017; 2020 Table 56 Total international internet bandwidth Table 57 Total 3G mobile subscribers Table 58 Mobile broadband subscribers and penetration Table 59 Total 3G mobile subscribers Table 60 3G mobile subscribers by operator 2014 Table 61 Historical - VNPT subscribers Table 62 MobiFone subscribers Table 63 MobiFone s 3G subscribers Table 64 Vinaphone subscribers Table 65 Vinaphone: 3G subscribers Table 66 Viettel subscribers Table 67 Viettel s 3G subscribers Table 68 Historical - HT Mobile (CDMA) subscribers Table 69 Vietnamobile (GSM) subscribers Table 70 Vietnamobile s 3G subscribers Table 71 Gmobile (Beeline) subscribers Chart 1 Historical - Fixed-line market share by operator Chart 2 - VNPT fixed-line subscribers and penetration Chart 3 - Fixed line subscribers and penetration Chart 4 Fixed broadband subscribers and penetration Chart 5 Internet users and penetration Chart 6 Fixed broadband DSL subscribers Chart 7 Mobile subscribers and annual change Chart 8 Mobile market share by operator 2015 Chart 9 Mobile services revenue Chart 10 VNPT subscribers Exhibit 1 Vietnam - ICT Development Index Exhibit 2 MIC s assigned policy and regulatory responsibilities Exhibit 3 Vietnam s Cyber Law legislative instruments wiseguyreports.com / Phone (US) (UK)