Germany - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses. German telecom sector ambitious for gigabit society by 2025

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1 Report Information More information from: Germany - Telecoms, Mobile, Broadband and Digital Media - Statistics and Analyses Report / Search Code: WGR Publish Date: 13 March, 2017 Price 1-user PDF : $ Enterprise PDF : $ Description: German telecom sector ambitious for gigabit society by 2025 Germany has one of Europe s largest telecom markets, as befits a country with a population of more than 82 million. Penetration in the broadband and mobile sectors is about average for the region. Both the fixed network and broadband markets are dominated by Telekom Deutschland, though other notable players including freenet, Vodafone and Telefónica. These altnets have gained market share as the incumbent continues to struggle against regulated network access conditions and market competition, both of which have led to declining revenue during the last few years. The number of mobile subscribers approaches 114 million. In common with most developed markets, the main driver for growth is in mobile data, with the number of mobile broadband subscribers having increased rapidly in recent years on the back of universally available 3G infrastructure and the extensive reach of LTE networks. Operators have invested in MIMO and carrier aggregation technologies to provide improved data rates. Looking forward, there is also increasing activity in 5G, with Deutsche Telekom in February 2017 announcing its intention to provide 5G across its networks from The mobile market is dominated by a triopoly of MNOs, led by Telefónica Germany and followed by Telekom Deutschland (Deutsche Telekom s domestic unit) and Vodafone Germany. Telefónica s acquisition of E-Plus created an operator which by early 2017 had more than 44 million subscribers, while Telekom Deutschland had almost 42 million and Vodafone some 30 million. There is also healthy competition from an increasing number of resellers. This has placed pressure on voice and data tariffs, resulting in lower ARPU. Regulatory pressure on roaming charges and mobile termination rates have also eroded operator revenue, and encouraged them to step-up their development of data applications to improve profits. Germany s digital media market has grown strongly on the back of DSL, cable and fibre infrastructure, all of which are continuing to undergo upgrades with new technologies. The capacity for consumers to make use of videostreaming services will increase considerably during the next few years as cable operators begin to roll out services based on the DOCSIS3.1 standard across their footprints, complementing the expansion of Telekom Deutschland s FttP network and the implementation of vectoring VDSL and G.fast technologies. Together, the deployment of these technologies is helping the country reach broadband targets set for 2020, as well as the more ambitious aim of creating a gigabit Germany by This report introduces the key aspects of the German telecom market, providing data on the country s fixed network infrastructure as well as key regulatory developments including the status of interconnection, local loop unbundling, number portability, and carrier preselection. It also profiles the major operators, and details the development of Next Generation Networks and issues relating to NGN access. The report also covers the mobile voice, data and broadband markets, including an overview of regulatory developments and an evaluation of the main operators and their strategies for dealing

2 with competition and emerging technologies in coming years. In addition the report profiles Germany s fixed and wireless broadband markets, together with forecasts to 2021 and an analysis of developments with related technologies such as FttP, powerline broadband, wireless broadband, Wi-Fi and internet via satellite. Key developments: Regulator decides on future bitstream access requirements; Telecom market revenue showing continued decline; EWE to invest more than 1 billion in fibre-based infrastructure to 2026; Industry pressure to develop a gigabit society by 2025; Government progresses with Digital Agenda program to expand broadband services nationally by 2018; Telekom Deutschland expands vectoring VDSL; Unitymedia to launch 1Gb/s service based on the DOCSIS3.1 later in 2017; Vodafone Germany launches cloud-based GigaTV service; Unitymedia makes Netflix available as an app on its Horizon TV platform; Unitymedia to shut down analogue TV services in June 2017; Telekom Deutschland launches NB-IoT network; Vodafone Germany increases LTE speeds to 500Mb/s; O2 reports having over 12 million LTE customers; Deutsche Telekom commits to 5G across its network footprint; Report update includes the regulator s market data for 2015, VATM s 2016 market data, telcos operating and financial data to Q4 2016, recent market developments. Companies mentioned in this report: Telekom Deutschland, Deutsche Telekom, freenet, Tele2 Germany, Telefónica Germany (O2 Germany), Vodafone Germany, E-Plus, CallMobile, United Internet, Tiscali, QSC, Kabel BW, Kabel Deutschland, Unitymedia, PrimaCom, The Cloud, Energie Baden-Wurttemberg, Sky Deutschland. Contents: 1. Key statistics 1.1 Country overview 2. Telecommunications market 2.1 Recent developments 2.2 Historical overview 3. Regulatory environment 3.1 Historical overview EU regulatory framework

3 3.2 Regulatory authority 3.3 Telecom sector liberalisation Privatisation 3.4 Interconnect 3.5 Access ATM bitstream access Access and NGNs 3.6 Number Portability (NP) 3.7 Carrier PreSelection (CPS) 3.8 Wholesale Line Rental (WLR) 4. Fixed network operators 4.1 Market overview 4.2 Telekom Deutschland (Telekom, TD) Sales and acquisitions 4.3 Vodafone 4.4 Freenet 4.5 Tele2 4.6 Telefónica Germany 5. Telecommunications infrastructure 5.1 National telecom network 5.2 Next Generation Networks (NGNs) 5.3 International infrastructure Terrestrial Submarine cable networks Satellite networks 5.4 Regulatory issues Wholesaling

4 5.5 Smart infrastructure Smart cities Cloud developments 6. Broadband market 6.1 Introduction and statistical overview Market analysis Government support Government Broadband Strategy Gigabit society Broadband statistics Forecasts fixed broadband subscribers 2016; 2018; Hybrid Fibre Coax (HFC) networks Cable market consolidation Kabel BW Kabel Deutschland (KDG) Unitymedia (Kabel BW) PrimaCom 6.3 Digital Subscriber Line (DSL) networks ADSL VDSL Vectoring DSL Providers G.fast 6.4 Fibre-to-the-Premises (FttP) networks Regulating fibre access Telekom Deutschland Other developments

5 6.5 Other fixed broadband services Broadband Powerline (BPL) Fixed wireless 7. Digital media 7.1 Business models Operators Bundled services 7.2 Key digital media players Vodafone Kabel Deutschland Kabel Baden-Württemberg (Kabel BW) Tele Columbus Unitymedia 7.3 Digital Terrestrial TV (DTTV) DVB-T Analogue switch-off 7.4 Videostreaming Telekom Deutschland Telefónica Germany Vodafone Sky Deutschland Other developments 7.5 Communications Voice over Internet Protocol (VoIP) 7.6 Satellite TV Sky Deutschland

6 8. Mobile communications 8.1 Market analysis 8.2 Mobile statistics General statistics Operator market shares Mobile voice Mobile data services Mobile broadband 8.3 Regulatory issues Regulatory authority Spectrum regulations and spectrum auctions Roaming Mobile Number Portability (MNP) Mobile Termination Rates (MTRs) Network sharing 8.4 Mobile infrastructure Digital networks Other infrastructure developments Internet of Things (IoT) Machine-to-Machine (M2M) 8.5 Major mobile operators Telekom Deutschland Vodafone O2 Germany Mobile Virtual Network Operators (MVNOs) 8.6 Mobile content and applications Mobile banking M-payments Mobile Cloud Mobile TV

7 Table 1 Country statistics 2016 (e) Table 2 Telecom revenue and investment statistics 2016 (e) Table 3 Telephone network statistics 2016 (e) Table 4 Internet user statistics 2016 (e) Table 5 Broadband statistics 2016 (e) Table 6 Mobile statistics 2016 (e) Table 7 National telecommunications authority Table 8 Historic - Fixed-line investment: Telekom and altnets Table 9 Fixed-line investment: Telekom and altnets Table 10 New entrants market share of revenue, investment Table 11 New entrants market share of subscribers by sector Table 12 Telecom market revenue by sector (VATM data) Table 13 Historic - Telecom market revenue: Telekom and altnets Table 14 Telecom market revenue: Telekom and altnets Table 15 Telecom market investment: fixed and mobile (regulator data) Table 16 Voice traffic by sector Table 17 Telekom Deutschland unbundled lines Table 18 Fixed number portings Table 19 CPS, Call by Call and direct call traffic Table 20 Altnet fixed voice traffic by type Table 21 Fixed-line market revenue Table 22 Fixed-telecom traffic, DT and altnets Table 23 Fixed-telephony channels by type (VATM data) Table 24 Competitor share of telephone channels (VATM data) Table 25 Proportion of voice lines by sector Table 26 Telekom Deutschland domestic revenue Table 27 Telekom Deutschland domestic subscribers by sector Table 28 Deutsche Telekom Group financial data Table 29 Vodafone fixed-line revenue

8 Table 30 Freenet fixed network subscribers by sector Table 31 Freenet financial data by segment Table 32 Tele2 subscriber statistics by sector Table 33 Tele2 revenue by sector Table 34 O2 Germany subscribers by sector Table 35 O2 Germany financial data Table 36 Fixed lines in service by type Table 37 Fixed lines in service by type Table 38 International internet bandwidth Table 39 Historic - Internet users and penetration rate Table 40 Internet users and penetration rate Table 41 Broadband subscriber lines by type Table 42 Narrowband internet traffic in minutes Table 43 Broadband traffic, by year and average per connection Table 44 Market share of broadband subscribers by provider Table 45 Broadband penetration Table 46 Broadband penetration by sector Table 47 Broadband lines by data rates Table 48 Proportion of broadband lines by data rates (VATM data) Table 49 Share of overall fixed broadband lines by provider Table 50 Forecast fixed-line broadband subscribers 2016; 2018; 2021 Table 51 Cable broadband subscribers Table 52 Kabel BW broadband and telephony subscribers (historic) Table 53 Kabel BW financial data (historic) Table 54 Kabel Deutschland financial data Table 55 Kabel Deutschland internet and telephony RGUs Table 56 Kabel Deutschland blended ARPU Table 57 Unitymedia Kabel BW broadband and telephony subscribers Table 58 Unitymedia financial data Table 59 PrimaCom financial data Table 60 Proportion of DSL connections by provider

9 Table 61 DSL broadband subscribers Table 62 Telekom Deutschland wholesale and resale lines Table 63 Versatel financial data (historic) Table 64 Versatel mass market subscribers (historic) Table 65 United Internet financial data Table 66 United Internet subscribers by type Table 67 Vodafone fixed broadband subscribers Table 68 Historic - Freenet subscribers by sector Table 69 Historic - Freenet financial data by segment Table 70 Telefónica (O2) broadband subscribers Table 71 QSC financial data Table 72 Households passed with fibre Table 73 Annual net additions in FttP/B households passed and connected Table 74 FttP/B connections by provider Table 75 FttP/B share of connections by provider Table 76 Telekom Deutschland fibre s Table 77 Satellite broadband subscribers Table 78 Cable TV revenue Table 79 Services based on cable TV connections Table 80 Kabel Deutschland subscribers by sector Table 81 Kabel Deutschland RGUs by sector Table 82 Kabel Deutschland blended ARPU Table 83 Kabel Deutschland financial data Table 84 Historic - Kabel BW financial data Table 85 Historic - Kabel BW cable TV subscribers Table 86 Tele Columbus financial data Table 87 Tele Columbus connected households Table 88 Tele Columbus RGUs Table 89 Unitymedia Kabel BW TV subscribers Table 90 Unitymedia financial data Table 91 DTTV penetration Table 92 Deutsche Telekom TV subscribers Table 93 O2 Germany subscribers by type Table 94 VoIP lines by type

10 Table 95 Satellite pay-tv subscribers and penetration rate ; 2015 Table 96 Sky financial data (old style) Table 97 Sky financial data Table 98 Sky subscribers Table 99 Sky subscribers by type (Germany and Austria) Table 100 Sky ARPU Table 101 Historic Active mobile subscribers and penetration rate Table 102 Mobile subscribers and penetration rate Table 103 Historic - Mobile market revenue Table 104 Mobile market revenue Table 105 Telecom traffic, fixed and mobile (per day) Table 106 Mobile network investment Table 107 Average use per SIM card by service Table 108 Prepaid customer share of all subscribers Table 109 Mobile operator share of retail revenue Table 110 Mobile market share of subscribers by operator Table 111 Mobile data sent Table 112 Mobile data traffic subscribers by volume band (data per month) Table 113 Proportion of mobile data traffic by volume band (data per month) Table 114 Annual mobile data revenue Table 115 Historic - SMS annual message traffic Table 116 SMS annual message traffic Table 117 SMS sent per day Table 118 MMS traffic Table 119 Mobile 3G/LTE data users Table 120 Active mobile broadband subscribers and penetration Table 121 European roaming charges Table 122 European data roaming charges Table 123 Mobile number portings Table 124 Mobile termination tariffs by operator Table 125 O2 Deutschland LTE subscribers

11 Table 126 O2 Germany M2M connections Table 127 Telekom Deutschland mobile financial data (Germany) Table 128 Telekom Deutschland subscribers Table 129 Telekom Deutschland average consumer monthly churn (Germany) Table 130 Vodafone Germany ARPU Table 131 Vodafone Germany customer churn Table 132 Vodafone Germany voice and data usage Table 133 Vodafone Germany mobile subscribers Table 134 Vodafone Germany financial data Table 135 Vodafone Germany financial data (new format) Table 136 Vodafone mobile customer cost Table 137 O2 subscribers contract and prepaid Table 138 O2 monthly ARPU Table 139 O2 mobile revenue Table 140 O2 mobile revenue by type Table 141 Drillisch financial data Table 142 Drillisch mobile subscribers Table 143 Freenet Group subscribers Table 144 Freenet (mobile) financial data Table 145 Freenet Group ARPU Chart 1 Fixed-line investments: Telekom and altnets Chart 2 Telecom market revenue Chart 3 Fixed-telephony channels by type (VATM data) Chart 4 Telekom Deutschland domestic revenue Chart 5 Telekom Deutschland domestic subscribers by sector Chart 6 Deutsche Telekom Group financial data Chart 7 Freenet financial data by segment Chart 8 Tele2 subscriber statistics by sector Chart 9 Tele2 revenue by sector Chart 10 O2 Germany subscribers by sector Chart 11 O2 Germany financial data

12 Chart 12 Internet users and penetration rate Chart 13 Broadband subscriber lines by type Chart 14 Broadband lines by data rates Chart 15 Proportion of broadband lines by data rates (VATM data) Chart 16 Kabel Deutschland financial data Chart 17 Kabel Deutschland blended ARPU Chart 18 Unitymedia Kabel BW broadband and telephony subscribers Chart 19 Unitymedia Kabel BW financial data Chart 20 Telekom Deutschland wholesale and resale lines Chart 21 United Internet financial data Chart 22 United Internet subscribers by type Chart 23 QSC financial data Chart 24 Households passed with fibre Chart 25 Kabel Deutschland blended ARPU Chart 26 Kabel Deutschland financial data Chart 27 Unitymedia Kabel BW TV subscribers Chart 28 Unitymedia financial data Chart 29 O2 subscribers by type Chart 30 Mobile subscribers and penetration rate Chart 31 Telecom traffic, fixed and mobile (per day) Chart 32 Mobile market share of subscribers by operator Chart 33 SMS annual message traffic Chart 34 O2 subscribers contract and prepaid Chart 35 O2 monthly ARPU Chart 36 Freenet Group subscribers Chart 37 Freenet Group ARPU Chart 38 Freenet (mobile) financial data Exhibit 1 EU The New Regulatory Framework (NRF) Exhibit 2 Access and the local loop Exhibit 3 Number portability defined Exhibit 4 Germany s 3G auction results August 2000 Exhibit 5 Spectrum allocation overview 2011

13 Exhibit 6 Spectrum auction results (800MHz, 1.8GHz, 2GHz and 2.6GHz) May 2010 Exhibit 7 Spectrum auction block allocations (800MHz, 1.8GHz, 2GHz and 2.6GHz) May 2010 Exhibit 8 Spectrum auction assignments by operator (800MHz) May 2010 Exhibit 9 Spectrum auction results (700MHz, 900MHz, 1.5GHz, 1.8GHz) June 2015 Exhibit 10 German 3G network sharing agreements wiseguyreports.com / Phone (US) (UK)