ICMR 2011 all telecoms charts

Transcription

1 ICMR 211 all telecoms charts December 211

2 ICMR 211 telecoms key market developments charts November 211

3 Key Market Developments Overview 2

4 Figure 6.1 Key telecoms indicators, CAN Telecoms service revenues ( bn) Telecoms revenues per capita ( ) Fixed lines per 1 population Monthly outbound fixed minutes per capita Mobile connections per 1 population Share of mobile post-pay connections 46% 71% 45% 15% 77% 8% 99% 58% 3G connections per 1 population Monthly outbound mobile minutes per capita Fixed broadband connections per 1 population DSL as a proportion of fixed broadband connections 79% 93% 86% 96% 36% 4% 25% 8% FTTx as a proportion of fixed broadband connections.2% 1.6%.3% 2.6% 7.1%.%54.2%.% Mobile broadband connections per 1 population VoIP subscriptions per 1 population BRA RUS IND CHN Telecoms service revenues ( bn) Telecoms revenues per capita ( ) Fixed lines per 1 population Monthly outbound fixed minutes per capita Mobile connections per 1 population Share of mobile post-pay connections 65% 55% 64% 36% 49% 18% 5% 4% 33% 3G connections per 1 population Monthly outbound mobile minutes per capita Fixed broadband connections per population DSL as a proportion of fixed broadband 79% 54% 54% 72% 46% 67% 39% 89% 75% connections FTTx as a proportion of fixed.3% 3.1% 18%.9%.4%.% 21%.%.7% broadband connections Mobile broadband connections per population Notes: VoIP, subscriptions CAN and per the 1 BRIC population countries 2.4 mobile use includes both - outbound - - and - inbound calls; 3G includes W-CDMA and CDMA2 1xEV-DO but not CDMA2; BRIC country revenues exclude fixed broadband 3

5 Key Market Developments Mobile growth driven by substitution of fixed services 4

6 Figure 6.2 Mobile as a proportion of total connections and call volumes Per cent Connections 5 year change +12.6pp 4 2 Call volumes +2.pp Note: Includes data for, CAN and BRA, where mobile call volumes include an element of incoming calls 5

7 Figure 6.3 Change in fixed and mobile voice call volumes, Per cent CAN BRA RUS IND CHN Fixed Mobile Note:, CAN and CHN includes incoming calls to mobiles; BRA, RUS and IND include fixed-to-mobile and off-net incoming calls

8 Figure 6.4 Proportion of voice calls originating on mobile networks, 25 to Per cent 1 8 pp change year pp change Per cent CHN RUS BRA pp change year pp change n/a n/a n/a Note: CHN includes incoming calls to mobiles; BRA, RUS and IND include fixed-tomobile and off-net incoming calls 7

9 Figure 6.5 Average cost of a mobile voice minute as a proportion of the cost of a fixed voice minute, 25 to Per cent CAN value yr pp change Per cent BRA RUS n/a 2 82 n/a CHN n/a Note:, CAN and CHN includes incoming calls to mobiles; BRA, RUS and IND include fixed-to-mobile and off-net incoming calls 8

10 Figure 6.6 Voice call volumes by network and country type Outgoing call minutes (trillions) Non-BRIC fixed BRIC fixed Non-BRIC mobile BRIC mobile 9

11 Figure 6.7 Household penetration of fixed and mobile broadband, 211 Proportion of respondents (per cent) % 2% 4% 6% 8% 1% 82% 11% 5% 2% 84% 13% 2% 1% 69% 13% 9% 9% 69% 15% 14% 2% 87% 4% 6% 3% 64% 14% 19% 3% Fixed only Fixed and mobile Mobile only No broadband Source: Ofcom consumer research, October 211 Base sizes: =115, France=114, Germany=114, Italy=145, =12, Japan=115, Australia=112. 1

12 Key Market Developments Growth in next-generation broadband services 11

13 Figure 6.8 Broadband targets in selected countries Country Target By 215, to bring superfast broadband to all parts of the and to create the best broadband network in Europe. To provide everyone with at least 2Mbit/s and superfast broadband to be available to 9% of people. By 212, 1% of the population to have access to broadband. By 225 1% of home to have access to very high speed broadband. By 214, 75% of households will have download speeds of 5Mbit/s. By 212, all households to have access to the Internet at between 2 and 2Mbit/s. By 22, at least 1 million homes should have affordable access to actual download speeds of at least 1Mbit/sand actual upload speeds of at least 5Mbit/s. Every household should have access to actual download speeds of 4Mbit/s and actual upload speeds of 1Mbit/s. By 215, fibre optic highways will be completed enabling every household to access a superfast broadband service By 221, the National Broadband Network will cover 1% of premises - 93% of homes, schools and businesses at up to 1 Mbit/s over fibre, with the remainder at up to 12Mbit/s over next generation wireless and satellite. By 211, minimum speed of 1Mbit/s broadband access available to 1% of population. By 215, 1Mbit/s broadband available to 5% of population. IRE European Commission October : in areas where there was no broadband a mobile service (using HSPA), was required to be in place with a minimum download speed of 1.2Mbit/s and a minimum upload speed of 2kbit/s. Delivery of high speed broadband throughout Ireland is a key commitment under the Government s NewERA programme and in June 211 the government set up a Next Generational Broadband Taskforce Digital Agenda sets targets of basic broadband coverage for all EU citizens by 213 and 3Mbit/s by 22, with at least half European households subscribing 1Mbit/s. Source: Adapted from Table 21: Broadband targets in OECD Working Party on Communication Infrastructures and Services Policy National Broadband Plans, 15 June 211, pp13-14, 12

14 Figure 6.9 NGA coverage and planned deployments, end Proportion of households (%) } BT BT 15% % by % by 215 BT BT % by 215 Virgin Media Virgin Media 48% 2125% by 212 France France Telecom Telecom 3% % by 22 Iliad Iliad 1% % by 211 SFR-NEUF SFR-NEUF 2% % by 215 Numericable Numericable 16% } Deutsche Telekom % by % by 212 Deutsche Telekom 25% Kabel Deutschland 1% % by 211 Fastweb Fastweb 8% Telecom Telecom Italia Italia 2% Telecom Telecom Italia Italia 2% } 3% NGN NGN Committee 218 5% by 218 Verizon AT&T Verizon AT&T 13% 23% 15% by % by 211 Comcast Comcast 39% 21143% by 211 Time Warner Time Warner Charter Charter Comms Comms Cablevision 6% 6% 4% 16% 17% % by 212 Cablevision CAN Telus Bell NTT KDDI NBN Telstra Telus Bell NTT KDDI NBN Telstra Telefonica Telefonica ONO ONO KPN/Reggefiber KPN/Reggifiber KPN/Reggefiber KPN/Reggifiber UPC UPC Netherlands B2/Telenor B2/Telenor Teliasonera Teliasonera Municipalities Municipalities UPC UPC RUS Beeline/VimpelCom ER Telecom ER Telecom Comstar Comstar UTS UTS 92% 29% 3% 22 12% 2% % by % 9% 6% } 15% 16% 11% 6% 15% 33% 16% 8% % by 211 3% 7% by % by 22 FTTC FTTH/P DOCSIS3./FTTLA Source: Ofcom, based on operator announcements and third-party data including Cullen International and IDATE Notes: Includes announcements from the largest operators only; estimates have been used where there is lack of clarity on timelines; deployments are typically gradual and incremental the year given marks the end of a planned deployment phase 13

15 Figure 6.1 Household take-up of superfast broadband, June 211 Proportion of households (%) CAN BRA RUS IND CHN % 5% 1% 15% 2%.8%.% (FTTH/B 3.5% 2.% 1.1%.3% 1.6%.1% 1.4% 3.5%.2%.4%.6% 1.6%.4% 3.6%.6%.6%.2% 3.5% 1.7%.1%.% (FTTC).3% 3.8% 6.2% 7.7% 9.6% 13.3% FTTC 39. FTTH/P Source: Ofcom, based on operator announcements and third-party data including Cullen International and IDATE DOCSIS 3./ FTTLA (>24Mbit/s) 14

16 Key Market Developments Network upgrades as mobile data use soars 15

17 Figure 6.11 Mobile data traffic per mobile connection, 29, and 215 MB per mobile connection per month 1, 2, 3, 4, 5, Change 29- US CAN BRA IND CHN ,23 4,16 3,173 4,54 4,23 2,416 3,631 4, Source: Cisco Visual Networking Index Note: 29 figures calculated from Cisco s published figures and prior annual growth rate 16

18 Figure 6.12 Theoretical download speeds of mobile data technologies launch Generation TBC Second Second Second Third Third Third Fourth GSM GPRS EDGE UMTS HSPA HSPA+ LTE Maximum speed 9.6kbit/s 171kbit/s 384kbit/s Originally 14.4Mbit/s 384kbit/s 42Mbit/s c1mbit/s Source: Ofcom 17

19 Figure 6.13 Awards of UHF spectrum for likely LTE use Relevant spectrum awards Source: Ofcom LTE launch Comments No No Currently consulting on combined spectrum award. Proposed award is likely to be in the second half of 212 with likely deployment of services starting No No Award for both bands expected early 212 Yes 8MHz and 2.6GHz Yes Awarded May. Commercial services launched late. Yes - 8MHz and 2.6GHz No Spectrum availability expected at the turn of 212/213 Yes 7MHz, Yes LTE services launched in all three bands in 17MHz and 2.1GHz CAN No Launch expected 212, with the auction of the 7MHz band late 212. Yes 15MHz Yes Launched December. No No 7MHz and 2.6GHz auctions expected end 212. Yes 8MHz and 2.6GHz Expected 8MHz awarded July 211. late 211 No No Awards in both bands expected early 212. Yes - 8MHz and 2.6GHz Yes World s first LTE deployment in 29 after 2.6GHz award in 28. Five operators now using this band. 8MHz awarded March 211. Deployment of LTE Advanced expected in 213. No No Consultation launched on 8MHz band. Services expected after digital switchover in 212. No plans for awarding 2.6GHz band. Yes 2.6GHz Yes Part of the 2.6GHz band was awarded in 29, which is already being used for LTE. No timetable for 8MHz. BRA No No 2.6GHz spectrum award expected 212. RUS Yes - 2.6GHz No 2.6GHz band is being used for Wimax services. IND Yes 8MHz and 2.3GHz No 8MHz launch () for UMTS only. 2.3GHz spectrum, awarded, may be used for LTE, with services as early as the first half of 212. CHN Yes LTE services launched in. Widescale deployment expected. 18

20 Figure 6.14 Maximum theoretical download speeds available via mobile networks, by country: October 211 Mbit/s CAN RUS LTE HSPA+ Source: Ofcom, Global mobile Suppliers Association (GSA), Technology Update, 28 October

21 ICMR 211 telecoms industry charts November 211

22 The telecoms industry Overview 21

23 Figure 6.15 Total comparator country retail telecoms revenue, by sector, 25 to Revenue ( bn) Total Fixed +8.4% broadband Mobile +4.5% Fixed 1 year change +1.9% -5.5% 5 year CAGR +2.5% +14.8% +6.% -5.3% Note: Excludes revenue from narrowband internet and corporate data services and broadband revenues for BRA, RUS, IND and CHN; covers only the 17 countries in the analysis; figures have been restated to reflect more accurate data 22

24 Figure 6.16 Total comparator country retail telecoms revenue, by country type, 25 to Revenue ( bn) Total 1 year change +1.9% 5 year CAGR +2.5% BRIC +4.8% Non-BRIC +1.1% +7.4% +1.4% Note: Excludes revenue from narrowband internet and corporate data services and broadband revenues for BRA, RUS, IND and CHN; covers only the 17 countries in the analysis; figures have been restated to reflect more accurate data 23

25 Figure 6.17 Telecoms service retail revenue by nation and by sector, Annual change Revenue ( bn) CAN BRA RUS IND CHN Fixed Mobile Fixed broadband Note: Total service revenue excludes revenue from narrowband internet and corporate data services and broadband revenues for BRA, RUS, IND and CHN % +1.2% -1.2% -2.3% +3.2% +3.% -.1% +3.4% -3.7% +1.2% +3.7% -4.5% -5.1% +.4% +7.4% +9.4% +5.6% 24

26 Figure 6.18 Telecoms service retail revenues, by sector, 25 and Revenue ( bn) 5 year CAGR CAN BRA RUS IND CHN Fixed Mobile Fixed broadband Note: Total service revenue excludes revenue from narrowband internet and corporate data services and broadband revenues for BRA, RUS, IND and CHN % +2.2% -2.% -.8% +3.3% % -1.7% +5.2% +1.3% +.4% +1.5% -1.2% +1.1% +6.6% +16.1% +1.6% +5.4% 25

27 Figure 6.19 Data revenue as a proportion of total telecoms revenues, 25 and 5 year Percentage of revenue change % 1% 2% 3% 4% 5% CAN 18% 14% 16% 18% 12% 17% 22% 12% 17% 22% 19% 15% 12% 27% 31% 29% 32% 33% 33% 36% 29% 39% 32% 28% 29% 43% Note: Analysis excludes the BRIC countries 26

28 Figure 6.2 Fixed broadband and mobile data revenues, 25 to Revenue ( bn) Note: Analysis excludes the BRIC countries Fixed broadband Non-SMS +24.3% mobile data SMS 1 year change +8.4% +4.% 5 year CAGR +14.7% +25.7% +11.4% 27

29 Figure 6.21 Mobile as a proportion of total telecoms revenues, 25 and 5 year percentage Proportion of total revenues (%) point change % 2% 4% 6% 51% 55% +4 52% 56% +4 51% 54% +3 52% 54% +2 46% 55% +9 CAN 39% 51% % 61% +1 48% 56% +9 55% 6% +5 49% 52% +3 38% 52% % 49% -3 56% 69% Note: Analysis excludes the BRIC countries 28

30 Figure 6.22 Mobile as a proportion of total voice connections, 25 and Proportion of total connections (%) 5 year percentage point change % 2% 4% 6% 8% 1% 65% 7% 59% 74% 59% 71% 75% 83% 54% 59% CAN 47% 58% 55% 7% 63% 69% 69% 73% 65% 79% 62% 68% 68% 72% 71% 83% BRA 68% 83% RUS 76% 83% IND 61% CHN 58% 74% 25 Note: Calculation excludes mobile broadband connections %

31 Fixed voice services 3

32 Figure 6.23 Fixed-line voice retail revenues, 25 to billion billion CAN BRA CHN RUS IND 5 year CAGR -4.8% -6.3% -7.5% -2.7% -5.9% -6.3% -3.4% -4.1% -.5% -11.% +7.4% -6.% -12.4% -7.8% -7.4% -11.3% -3.2% 31

33 Figure 6.24 Average monthly revenue per fixed line, 25 and per month year CAGR CAN BRA RUS 8 1 IND 5 8 CHN % +1.5% -3.8% -.6% -1.8% -2.8% +.6% -3.3% -5.8% +2.2% -2.7% -2.5% -6.5% -1.4% +4.6% -7.7% -13.6% 32

34 Figure 6.25 Fixed-line voice call volumes, 25 and Call minutes (billions) CAN BRA RUS CHN , Note: Figures for and CAN exclude local and VoIP calls and include incoming mobile calls 55 5 year CAGR -4.6% +1.4% -.2% -3.8% -11.7% +1.2% -8.4% -11.2% -1.4% n/a -12.2% -5.7% -14.1% -3.7% n/a n/a 33

35 Figure 6.26 Monthly outbound minutes per fixed line, 25 to Minutes 8 5 year CAGR +2.1% Minutes CAN BRA RUS +9.4% -1.5% +3.8% +1.8% -3.6% -9.% -1.6% -4.6% n/a -5.% n/a -7.7% -1.2% -9.5% CHN n/a Note: Figures for and CAN exclude local and VoIP calls and include incoming mobile calls 34

36 Figure 6.27 Incumbent operator s share of fixed voice call volumes, 25 and 5 year percentage Market share (per cent) point change % 2% 4% 6% 8% 1% 4% 67% % 61% -9 48% 48% 48% 69% -21 CAN 15% n/a 68% 62% -6 58% 67% -8 5% 65% % 49% -4 54% 65% % 8%

37 Figure 6.28 Fixed exchange lines, 25 and Lines (millions) CAN BRA RUS IND CHN year CAGR -1.% -8.2% -4.8% -6.% -3.1% -.8% -7.3% -.8% +.5% -1.3% -5.6% -1.3% -5.7% +.9% +2.2% -6.4% +2.% 25 36

38 Mobile voice and data services 37

39 Figure 6.29 Mobile retail revenues, 25 and Revenue ( bn) year CAGR CAN BRA RUS IND CHN % +3.8% -.8% -.% +7.1% +1.7% -1.5% +8.9% +3.% +1.5% +8.% -2.3% +5.3% +14.8% +21.7% +28.% +12.4% 25 Note: and CAN include revenues from incoming calls 38

40 Figure 6.3 Average monthly revenue per mobile connection, 25 to per month CAN 5 year CAGR +1.4% -6.5% -1.7% +1.3% per month Note: and CAN include revenues from incoming calls BRA CHN RUS IND -2.4% -2.2% -7.8% -5.6% -3.1% -3.5% -7.1% +3.3% -4.2% -5.9% -5.% +4.6% -19.7% 39

41 Figure 6.31 Data as a proportion of total mobile service revenue, 25 and 5 year Proportion of revenue (%) percentage point % 1% 2% 3% 4% 5% change CAN BRA RUS IND CHN 6% 6% 5% 8% 13% 12% 12% 13% 16% 16% 16% 15% 13% 16% 18% 2% 21% 2% 21% 25% 24% 26% 29% 28% 29% 28% 27% 31% 31% 33% 33% 32% 25 Note: and CAN include revenues from incoming calls 4% %

42 Figure 6.32 Average monthly voice and data revenue per mobile connection, 25 and 5 year percentage point per month change in proportion data CAN BRA RUS IND CHN Voice Data Note: and CAN include revenues from incoming calls

43 Figure 6.33 Average monthly SMS and non-sms data revenue per mobile connection, 25 and Percentage point per month change in non-sms share CAN SMS Non-SMS mobile data Total mobile data n/a n/a

44 Figure 6.34 Mobile voice call volumes, 25 and Outgoing minutes (billions) year CAGR +1.8% +4.8% +17.5% +12.6% +5.1% +14.% +8.2% +7.5% +17.5% +13.5% +28.7% CAN BRA RUS IND CHN ,5 2,241 1,98 1,33 4, Note:, CAN and CHN include incoming calls; BRA, RUS and IND include fixed-to-mobile and off-net incoming calls % +1.5% +33.% +32.% +57.8% +26.6% 43

45 Figure 6.35 Monthly outbound minutes per mobile connection, 25 to Minutes 8 6 CAN 5 year CAGR -.5% +1.2% +6.% Minutes CHN IND RUS BRA -1.5% +5.4% +6.3% -.2% +9.2% +7.% -1.% +7.9% +2.2% +12.3% +13.4% +11.% +1.7% +15.% Note:, CAN and CHN include incoming calls; BRA, RUS and IND include fixed-to-mobile and off-net incoming calls 44

46 Figure 6.36 Mobile messaging volumes, 25 and Billions of messages year CAGR % % % 85 n/a 118 2, % CAN % n/a % % 11 n/a % % % 25 Note: Figures for the include push-to-text and are not directly comparable to those for the other comparator countries 45

47 Figure 6.37 Monthly outbound messages per mobile connection, 25 to Messages 6 5 year CAGR +63.3% Messages CAN +1.3% +42.5% +2.2% n/a +11.5% +7.1% +16.8% +46.6% +15.9% Note: Figures for the include push-to-text and are not comparable to the other comparator countries n/a -12.7% 46

48 Figure 6.38 Mobile connections, 25 and Connections (million) year CAGR CAN BRA RUS IND CHN % +6.2% +6.6% +4.8% +7.8% +8.8% +5.4% +7.7% +5.7% +4.9% +5.% +4.4% +9.8% +18.7% +11.7% +58.2% +18.1% 25 47

49 Figure 6.39 Mobile take-up and average monthly revenue per connection, Connections per 1 people RUS IND CHN BRA CAN Average monthly revenue per connection ( ) Connections per 1 people 15 RUS 1 5 IND BRA CHN CAN PPP adjusted average monthly revenue per connection ( ) Source: IDATE / industry data / OECD / IMF / Ofcom Note: and CAN include revenues 48 from incoming calls

50 Figure 6.4 Mobile connections, by type, 25 and Percentage point Connections (millions) change in proportion post-pay CAN BRA RUS IND 724 CHN Pre-pay Post-pay 49

51 Figure 6.41 Mobile broadband as a proportion of total mobile connections, 27 and 3 year percentage Share of connections point change % 1% 2% 3%.4% 5.9%.9% 4.2%.4% 4.%.% 6.7% CAN 2.% 3.5% 9.1% 8.3% 1.6% 15.1% 1.3% 5.9%.% 3.5% 3.5%.% 1.8% 1.7% 7.4% %

52 Figure 6.42 MVNO share of total mobile connections, 25 and 5 year percentage Share of connections point change % 1% 2% 3% CAN 1% % 1% 4% 8% 6% 8% 12% 12% 2% 25% n/a % 3% % % % 2% 2% % 1% % 1% 5% 15% 14% n/a Note: and figures includes resellers connections in addition to full MVNOs 51

53 Figure 6.43 Herfindahl-Hirschman index of mobile concentration, 25 and HHI CAN BRA RUS IND CHN 1,384 2,267 2,985 3,774 3,585 3,81 2,749 3,118 2,896 1,948 2,26 3,93 2,939 4,15 3,611 3,367 3,433 3,611 3,16 3,397 3,286 3,386 3,18 3,856 3,195 3,342 2,732 2,32 2,53 2,363 2,446 2,8 5,9 5, Source: IDATE 52

54 Figure G as a proportion of total mobile connections, 25 and 5 year Percentage of total connections percentage point change % 2% 4% 6% 8% 1% CAN BRA RUS IND CHN 7% 3% 3% 19% 14% 3% % 4% 2% 1% 22% 5% 5% % 1% 9% % 4% % 1% % 5% 39% 35% 38% 48% 3% 32% 56% 55% 57% 34% 34% 25 93%

55 Broadband services 54

56 Figure 6.45 Fixed broadband revenues, 25 and Revenue ( bn) year CAGR CAN % +2.7% +14.% +15.5% +15.6% +11.7% +12.6% +29.9% +14.% +12.4% +6.% +19.8% +16.4% 25 55

57 Figure 6.46 Fixed broadband as a proportion of total fixed revenues, 25 and 5 year percentage Percentage share point change % 1% 2% 3% 4% 5% CAN 16% 24% 15% 38% 13% 3% 15% 33% 15% 32% 2% 34% 17% 33% 9% 31% 18% 37% 27% 23% 37% 9% 23% 12% 35% %

58 Figure 6.47 Fixed broadband connections, 25 and Connections (million) year CAGR CAN BRA 4 13 RUS 2 2 IND 1 11 CHN % +17.9% +2.2% +13.5% +11.9% +9.1% +8.7% +19.8% +15.8% +9.7% +1.% +3.4% +28.1% +29.% +56.4% +82.3% +28.9% 57

59 Figure 6.48 Split of fixed broadband connections by headline speed, Q4 Percentage share % 2% 4% 6% 8% 1% 1% 55% 45% 23% 22% 55% 13% 57% 3% 18% 73% 9% 9% 57% 34% 8% 35% 57% 9% 43% 48% 16% 7% 13% 52% 35% 12% Above 144kbit/s and below 2Mbit/s 1Mbit/s and above 2Mbit/s and above and below 1Mbit/s Source: European Commission, 58

60 Figure 6.49 Fibre-based connections as a proportion of all fixed broadband connections, 25 and Annual Percentage share percentage point % 1% 2% 3% 4% 5% 6% change RUS CHN.%.2% 1.% 1.6%.3%.3% 2.7% 2.6% 5.3% 7.1%.2%.3% 2.7% 3.1%.8%.9%.4%.4% 6.9%.3%.7% 13.7% 18.2% 2.5% 48.% 54.2%

61 Figure 6.5 Retail connection share of the top three fixed broadband providers, 25 and Percentage share 5 year percentage point change change % 2% 4% 6% 8% 1% 54% 71% 76% 87% 85% 7% 91% 83% 44% 51% 71% CAN 52% 68% 72% 82% 72% 74% 78% 68% 76% 69% 74% 75% 85% 83% 57%

62 ICMR 211 telecoms user section charts November 211

63 Availability of mobile and broadband services 62

64 Figure 6.51 Mobile availability for the largest operator, by technology: Population coverage (per cent) % 2% 4% 6% 8% 1% CAN 1% 99% 99% 1% 92% 92% 99% 88% 86% 1% 96% 96% 1% 95% 93% 99% 98% 97% 1% 1% 1% 98% 99% 99% 1% 95% 95% 1% 99% 99% 1% 1% 99% 1% 1% 1% 1% 62% 49% Source: IDATE and Ofcom. 2G 3G HSPA Note: CDMA 2 EV-DO standards are available alongside HSPA in the and CAN. figures are more up-to-date (211) and show the percentage of premises that are covered by at least one mobile network. 63

65 Figure 6.52 Consumer perceptions of reliability of voice and data connectivity, 211 Proportion of respondents that agreed or strongly agreed % 2% 4% 6% 8% 1% Mobile signal 79% 71% 74% 69% 86% 8% 84% 84% 81% 77% 71% 69% Mobile internet connection Source: Ofcom consumer research, October 211. Question: Thinking about when you use your smartphone or mobile phone, please select an answer to each of the following: I always have a mobile signal when I want to make a call [question asked of all mobile phone users] I can always connect to the internet when I want to [question asked only of smartphone users] [Choose from strongly agree, slightly agree, neither agree nor disagree, slightly disagree, strongly disagree, don t know] Base: all mobile phone users (number of smartphone users in brackets): =929 (56), France=914 (445), Germany=945 (52), Italy=989 (498), =92 (416), Australia=957 (49). 64

66 Figure 6.53 Fixed broadband availability, 25 and 5 year percentage Population coverage point change % 2% 4% 6% 8% 1% 99% 1% +1 96% 1% +4 92% 97% +5 87% 96% +9 93% 97% +4 CAN 91% 97% +6 94% 99% +5 75% 91% % 99% +1 99% 99% 93% 98% +5 82% 96% % 77%

67 Expenditure 66

68 Figure 6.54 Total telecoms service retail revenue per capita, 25 to per capita per capita CAN BRA RUS CHN IND 1 year change year change year CAGR +4.% -1.6% +4.% +2.4% +1.6% -1.8% +.6 % -1.4% 5 year CAGR.% -2.9% +1.3% +.2% +5.3% +1.1% +16.7% +4.9% % 67

69 Figure 6.55 Retail fixed voice average revenue per user, (ARPU): 25 to per month per month CAN BRA RUS IND CHN 29-1 change year change year CAGR -3.3% +.6% -.6% -1.8% +1.5% -2.8% -2.1% -3.8% 5 year CAGR -2.5% +2.2% -1.4% -2.7% -5.8% -6.5% +4.6% -7.7% % 68

70 Figure 6.56 Retail mobile average revenue per user (ARPU): 25 to per month per month CAN BRA CHN RUS IND 1 year change year change year CAGR +1.4% -6.5% -1.7% +1.3% -2.4% -1.8% -7.8% -5.6% 5 year CAGR -3.1% -3.5% -7.1% +3.3% -4.2% -5.9% -5.% +4.6% % 69

71 Figure 6.57 Retail broadband average revenue per user (ARPU): 25 to per month per month CAN 1 year change year change year CAGR +4.4% +1.2% +1.% -3.5% -1.2% -.% -8.3 % -13.3% 5 year CAGR +.3% -4.3% -13.% -6.1% % 7

72 Satisfaction and switching 71

73 Figure 6.58 Satisfaction with fixed voice services Proportion of respondents % 2% 4% 6% 8% 1% 2% 7% 26% 42% 23% 2% 8% 31% 4% 19% 2% 6% 28% 41% 23% 2% 6% 27% 36% 29% 5% 11% 34% 37% 13% 4% 15% 24% 38% 19% Very dissatisfied Neither dissatisfied or satisfied Very satisfied Dissatisfied Satisfied Source: Analysys Mason Connected Consumer survey, 211. Question: Respondents were asked how satisfied they were with their fixed voice provider. 72

74 Figure 6.59 Satisfaction with mobile voice services Proportion of respondents % 2% 4% 6% 8% 1% 2% 7% 26% 42% 24% 3% 1% 34% 37% 15% 2% 7% 26% 41% 24% 2% 6% 28% 39% 25% 7% 16% 35% 29% 13% 3% 1% 28% Very Dissatisfied Neither dissatisfied nor satisfied Very satisfied 39% Dissatisfied Satisfied 21% Source: Analysys Mason Connected Consumer survey, 211. Question: Respondents were asked how satisfied they were with their mobile voice provider. 73

75 Figure 6.6 Satisfaction with fixed broadband services Proportion of respondents % 2% 4% 6% 8% 1% 2% 7% 27% 44% 2% 2% 8% 33% 41% 15% 3% 9% 31% 39% 18% 3% 6% 3% 39% 23% 4% 13% 35% 35% 13% 4% 12% 27% 38% 18% Very Dissatisfied Neither dissatisfied nor satisfied Very satisfied Dissatisfied Satisfied Source: Analysys Mason Connected Consumer survey, 211. Question: Respondents were asked how satisfied they were with their fixed broadband provider. 74

76 Figure 6.61 Satisfaction with mobile broadband services Proportion of respondents % 2% 4% 6% 8% 1% 3% 12% 32% 35% 17% 4% 11% 37% 39% 9% 6% 1% 36% 32% 17% 3% 8% 31% 4% 19% 7% 12% 38% 29% 14% 7% 18% 31% 34% 11% Very Dissatisfied Neither dissatisfied nor satisfied Very satisfied Dissatisfied Satisfied Source: Analysys Mason Connected Consumer survey, 211. Question: Respondents were asked how satisfied they were with their mobile broadband provider. 75

77 Figure 6.62 Proportion of subscribers who intend to change service provider: 211 Proportion of subscribers that intend to change provider % 1% 2% 3% 4% 11% 1% 14% 3% 11% 17% 11% 26% 1% 15% 15% 27% 9% 9% 7% 25% 18% 22% 23% 35% 22% 17% 2% 29% Fixed voice Mobile voice Fixed broadband Mobile broadband Source: Analysys Mason Connected Consumer survey

78 Figure 6.63 Proportion of users who have switched provider in the last 12 months: 211 Proportion of subscribers that have switched provider % 1% 2% 3% 15% 13% 15% 16% 18% 16% 15% 18% 19% 14% 16% 17% 17% 11% 9% 13% 19% 14% 15% 15% 19% 22% 24% Fixed voice Mobile voice Fixed broadband Mobile broadband Source: Ofcom consumer research, October 211. Base: subscribers to each service of more than one year. Options given: Switched provider in the last 12 months; stayed with the same provider over the last twelve months. 29% 77

79 Voice 78

80 Figure 6.64 Fixed lines per 1 population, 25 and Lines per 1 population year change CAN BRA RUS IND CHN

81 Figure 6.65 Mobile connections per 1 population Connections per 1 population year change CAN BRA RUS IND CHN

82 Figure 6.66 Mobile subscribers aged 18+ with two or more handsets Proportion of respondents % 1% 2% 3% 4% IND CHN 9% 9% 17% 29% 25% 25% 34% 22% 36% 32% 27% 36% Source: Forrester Research, Inc. European Technographics Benchmark Survey, Q2 211; North American Technographics Benchmark Survey, Q2/Q3 211 (US, Canada); Asia Pacific Technographics Benchmark Survey, Q Data published in Forrester Research Global Mobile Behaviors

83 Figure 6.67 Household penetration of fixed and mobile telephony: 211 Proportion of respondents % 2% 4% 6% 8% 1% 6% 76% 17% 1% 11% 16% 76% 71% 13% 1% 12% 1% 5% 12% 59% 54% 34% 31% 2% 3% 3% 4% 85% 94% 11% 2% 8% 55% 35% 2% 9% 37% 49% 4% Fixed only Fixed and mobile Mobile only No phone Source: European Commission consumer research, July 211. Base: =1322, Germany=1622, Spain 14, France=135, Ireland=17, Italy 127, Netherlands=112, Poland=1, Sweden=

84 Figure 6.68 Monthly fixed line voice call minutes per person: 25 to 1 year 5 year change CAGR Minutes % % 3 CAN % % % % % Minutes year change % 5 year CAGR -12.4% -7.4% % 2 BRA -5-4 n/a -4.9% % CHN + n/a 83

85 Figure 6.69 Monthly mobile voice call minutes per head: 25 to Minutes Minutes CAN CHN RUS IND BRA 1 year change year change 5 year CAGR +7.5% +9.6% +12.6% +11.9% +1.1% +4.2% % +5.2% 5 year CAGR % % % % % % % % % Note:, Canada and China incoming calls included; Brazil, India and Russia incoming calls included except on-net mobile-mobile 84

86 Figure 6.7 Percentage of voice minutes originating from a mobile: 25 to 5 year pp Per cent 1 increase CAN Per cent CHN RUS BRA 5 year pp increase n/a +45 n/a n/a Note:, Canada and China incoming calls included; Brazil, India and Russia incoming calls included except on-net mobile-mobile 85

87 Figure 6.71 Average cost of a fixed voice call minute: 25 to Pence per minute year change (p/min) CAN year CAGR +2.3% +7.8% -4.5% Pence per minute year change (p/min) % -2.6% -7.2% +2.% -7.4% 5 year CAGR +2.6% n/a +3.3% -4.6% % 5 CHN % BRA % 86

88 Figure 6.72 Average cost of an outgoing mobile voice call minute: 25 to Pence per minute 4 1 year change (p/min) year CAGR -13.% -17.7% % -9.3% Pence per minute CAN BRA RUS CHN IND year change (p/min) % -13.4% -4.6% -7.4% 5 year CAGR -6.6% -8.6% -11.7% -16.9% -15.4% -21.% -1.9% -14.9% % 87

89 Figure 6.73 Level of concerns about the affordability of voice: 29 and year percentage point change Proportion of respondents who totally agree or tend to agree % 2% 4% 6% 8% 51% 54% 7% 69% 57% 55% 69% 72% 69% 79% 42% 53% 42% 44% 78% 75% 67% 7% Source: European Commission consumer research, published July 211. Base: =1322, Germany=1622, Spain 14, France=135, Ireland=17, Italy 127, Netherlands=112, Poland=1, Sweden=124. Statement: You limit your calls with your mobile phone because you are concerned about communication charges. Answers: Totally agree/tend to agree/tend to disagree/totally disagree/not applicable/don t know

90 Broadband 89

91 Figure 6.74 Fixed broadband connections per 1 households: 25 to Connections per 1 households CAN 1 year pp change year pp change Connections per 1 households RUS CHN BRA IND year change year change

92 Figure 6.75 Take-up of multi-service bundles among fixed broadband customers Proportion with broadband % 2% 4% 6% 8% 1% 46% 28% 4% 78% 43% 3% 12% 85% 57% 25% 4% 86% 62% 15% 4% 81% 38% 3% 4% 72% 41% 22% 5% 68% Double-play Triple-play Quad-play Source: Ofcom consumer research, October 211. Base: =94, France=977, Germany=833, Italy=872, =95, Australia=794. Question: Do you receive any of the following from the same supplier as your broadband as part of a package (ie you receive one bill for all services)? (multiple choice containing the commonly found doubleplay, triple-play and quad-play service bundles). 91

93 Figure 6.76 Mobile broadband connections per 1 people: 26 to Connections per 1 people 4 1 year change CAN Connections per 1 people year change

94 Figure 6.77 Household penetration of fixed and mobile broadband: 211 Proportion of respondents % 2% 4% 6% 8% 1% 82% 11% 5% 2% 84% 13% 2% 1% 69% 13% 9% 9% 69% 15% 14% 2% 87% 4% 6% 3% 64% 14% 19% Fixed only Fixed and mobile Mobile only No broadband Source: Ofcom consumer research, October 211. Base: =115, France=114, Germany=114, Italy=145, =12, Australia=112. 3% 93

95 Figure 6.78 Proportion of feature phone and smartphone users that access the mobile internet via their mobile device: 211 Proportion of respondents % 2% 4% 6% 8% 31% 74% 28% 68% 27% 64% 34% 67% 2% 77% 32% 7% Feature phone users Smartphone users Source: Ofcom consumer research, October 211. Base (smartphone users): =56, France=445, Germany=52, Italy=498, =416, Australia=49 Base (feature phone users): =423, France=469, Germany=443, Italy=491, =486, Australia=467. For the purposes of these results, we have classified feature phone users as those survey respondents who said they owned a mobile phone but not a smartphone. Question: Which, if any, of the following activities do you use your smartphone / mobile phone for? Multiple answers allowed, including access the internet. 94

96 Figure 6.79 Take-up of voice-over-ip services among fixed broadband users Proportion of respondents 3% 29% 26% 28% 28% 2% 18% 19% 19% 21% 15% 14% 1% % 22% 19% 1% 12% 12% 13% 18% 17% 1% 9% Use once a week Overall use Source: Ofcom consumer research, October 211. Base: =94, France=977, Germany=833, Italy=872, =95. 95

97 Figure 6.8 Satisfaction with the speed of fixed broadband: 211 Proportion of respondents % 2% 4% 6% 8% 1% 52% 32% 8% 7% 2% 58% 27% 4% 7% 3% 61% 23% 1% 3% 2% 67% 24% 6% 2% 1% 66% 26% 4% 3% 1% 56% 3% 6% 6% 3% Strongly agree Neither agree nor disagree Strongly disagree Slightly agree Slightly disagree Source: Ofcom consumer research, October 211. Base: =94, France=977, Germany=833, Italy=872, =95, Australia=794. Statement: My internet connection is always fast enough for what I do online. 96

98 Figure 6.81 Satisfaction with the speed of mobile broadband: 211 Proportion of respondents % 2% 4% 6% 8% 1% 26% 33% 18% 13% 7% 3% 31% 35% 1% 16% 7% 37% 27% 19% 8% 5% 4% 36% 32% 17% 9% 5% 1% 35% 33% 13% 12% 7% 1% 23% 31% 17% 17% 1% 3% Strongly agree Neither agree nor disagree Strongly disagree Slightly agree Slightly disagree Don't know Source: Ofcom consumer research, October 211. Base: smartphone users. =56, France=445; Germany=52; Italy=498, =416, Australia=49 Statement: My internet connection is always fast enough for what I do online. 97

99 Figure 6.82 Perception of the difference between contract and actual broadband speeds: 211 Proportion of respondents % 2% 4% 6% 8% 1% 19% 27% 42% 2% 19% 27% 46% 2% 25% 34% 36% 47% 4% 28% 49% 48% 21% 16% 2% 8% 16% 7% 2% 12% 31% 12% 6% 1% 8% 18% 5% 2% 8% 21% 1% 1% 9% 12% 6% 4% 23% 25% 9% 7% 1% 12% 13% 1% 1% 7% 12% 2% 4% 9% Totally agree Tend to agree Tend to disagree Totally disagree Not applicable Don't know Source: European Commission consumer research, July 211. Base: =1322, Germany=1622, Spain 14, France=135, Ireland=17, Italy 127, Netherlands=112, Poland=1, Sweden=124. Statement: The download/upload speed and capacity matches your contract conditions. 98

100 Figure 6.83 Ability to consume mobile broadband data without worrying about cost: 211 Proportion of respondents % 2% 4% 6% 8% 1% 32% 25% 13% 15% 13% 3% 3% 22% 15% 13% 18% 1% 34% 19% 16% 8% 19% 4% 34% 16% 16% 13% 2% 1% 48% 22% 12% 8% 9% 21% 2% 16% 18% 23% 2% Strongly agree Neither agree nor disagree Strongly disagree Slightly agree Slightly disagree Don't know Source: Ofcom consumer research, October 211. Base: Smartphone users: =56, France=445; Germany=52; Italy=498, =416, Australia=49 Base: Fixed broadband users: =94, France=977, Germany=833, Italy=872, =95, Australia=794. Statement: I use as much data as I like without worrying about cost.

101 Figure 6.84 Ability to consume fixed broadband data without worrying about cost: 211 Proportion of respondents % 2% 4% 6% 8% 1% 59% 22% 11% 4% 3% 1% 35% 18% 2% 12% 14% 2% 79% 1% 6% 1% 2% 2% 63% 13% 12% 5% 7% 1% 65% 13% 12% 4% 4% 2% 46% 24% 13% 1% 7% 1% Strongly agree Neither agree nor disagree Strongly disagree Slightly agree Slightly disagree Don't know Source: Ofcom consumer research, October 211. Base: Smartphone users: =56, France=445; Germany=52; Italy=498, =416, Australia=49 Base: Fixed broadband users: =94, France=977, Germany=833, Italy=872, =95, Australia=794. Statement: I use as much data as I like without worrying about cost.