澳大利亚移动通信行业市场前景及投资研究报告-培训课件外文版2024.4三星诺基亚

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TRENDSMobilecommunicationsinAustraliaCHAPTER

01OverviewGrossvalueadded(GVA)bythetelecommunicationsservicesindustryinAustraliafrom2013to2022(inmillionAustraliandollars)TelecommunicationsservicesindustrygrossvalueaddedAustralia2013-202230,00025,00028,50124,31322,92722,50122,33821,34120,52520,64918,95820,00015,00010,0005,000018,40620132014201520162017201820192020202120223Description:AsofDecember2022,theGVAofthetelecommunicationsservicesindustryinAustraliaamountedtoaround28.5billionAustraliandollars.Thismarkedanincreasecomparedtoaround24billiondollarsinthepreviousyear.

ReadmoreNote(s):Australia;2013to2022;seasonallyadjustedSource(s):AustralianBureauofStatisticsLeadingtelecommunicationscompanieslistedontheAustralianSecuritiesExchange(ASX)inAustraliaasofJuly2022(inbillionAustraliandollars)LeadingtelecommunicationscompanieslistedonASXAustralia2022MarketcapitalinbillionAustraliandollars05101520253035404550TelstraTPGTelecomLtd45.9410.77SparkNewZealandLimitedChorusLimited7.832.812.68UnitiGroupLimitedHutchisonTelecommunicationsMacquarieTelecomGroupAussieBroadbandLimitedTuasLimited1.431.341.010.82SuperloopLimited0.514Description:TelstrawastheleadingtelecommunicationscompanylistedontheAustralianSecuritiesExchange(ASX)inAustraliaasofFebruary2022,withamarketcapof45.94billionAustraliandollars.TelstraisatelecommunicationsandtechnologycompanythatcompetesinalltelecommunicationsmarketsinAustralia.ReadmoreNote(s):Australia;asofFebruary2022Source(s):ASX;ListcorpMarketshareofleadingmobiledevicevendorsinAustraliafrom2011to2023MarketshareofmobiledevicevendorsinAustralia2011-2023AppleSamsungOppoHuaweiGoogleXiaomiUnknownNokiaMotorolaVivoRealmeOnePlusLenovoLGSony100%90%80%70%60%50%40%30%20%10%0%20112012201320142015201620172018201920202021202220235Description:ThemobiledevicemarketinAustraliahasbeenandcontinuestobedominatedbyApplephones;thecompanyhashadacomfortablemarketleadsince2011withasharealwaysinexcessof50percent.Duringthesametimeperiod,SamsungphoneswerethenextmostpopularmobiledevicechoiceforAustralians;thecompanyhavealsoheldasteadyshareofthemarketandaclearleadovertheirnextmostpopularrivalsfromavarietyofmanufacturers.

ReadmoreNote(s):Australia;2011to2023Source(s):StatCounterTotalnumberofmobileconnectionsinAustraliafrom2015to2022(inmillions)TotalnumberofmobilesubscriptionsAustralia2015-20223532.8932.4732.4731.9231.8931.3530.630302520151050201520162017201820192020202120226Description:Accordingtoareportondigitalandmobiletrends,thetotalnumberofmobileconnectionsinAustraliareachednearly31.9millionin2022.Whilethisfigurerepresentsaslightdecreasefromthepreviousyear,therehasbeenanoverallincreasingtrendinthenumberofmobileconnectionssince2015.ReadmoreNote(s):Australia;2015to2022Source(s):DataReportal;GSMAIntelligence;Hootsuite;WeAreSocialMobilephonesubscriptionsaspercentageofthetotalpopulationinAustraliafrom2015to2022MobilesubscriptionsasashareofthepopulationAustralia2015-2022140%130%130%130%128%127%126.6%126%123%120%100%80%60%40%20%0%201520162017201820192020202120227Description:AsofJanuary2022,about123percentoftheAustralianpopulationhadmobilephonecontracts,indicatingthatashareofthepopulationhadmorethanonemobilephonecontract.Whileincreasingoverall,thissharehaddecreasedfromthepreviousyear.ReadmoreNote(s):Australia;2015to2022Source(s):DataReportal;GSMA;Hootsuite;WeAreSocialCHAPTER

02OperatorsOperators'marketshareofmobilephoneservicesinAustraliafromfinancialyear2010to2023Marketshareofmajorcarriers'mobileservicesAustraliaFY2010-2023Telstra10%OptusVodafoneHutchinsonAustraliaOther100%90%80%70%60%50%40%30%20%10%0%6%6%6%9%8%10%18%10%18%11%18%13%18%9%11%17%13%15%17%17%24%23%17%27%20%18%19%27%31%27%27%27%30%28%28%29%30%28%30%26%30%45%45%45%44%43%43%42%42%43%43%40%41%41%37%201020112012201320142015201620172018201920202021202220239Description:Since2010,TelstrahasconsistentlyachievedthelargestmarketshareofmobilephoneserviceprovidersinAustralia,recognizingatotalshareofbetween37percent(in2010)and45percent(forthethreeyearsbetween2014and2016).Recently,thecompanyhasseenaslightdownwardtrend,recognizingashareof43percentin2023.ReadmoreNote(s):Australia;financialyears2010to2023;retailmarketshareSource(s):ACCCRetailmarketshareofmobilephoneservicesinAustraliaasatJune30,2023,byproviderRetailmarketshareofmobilephoneservicesinAustralia2023,byprovider50%45%40%35%30%25%20%15%10%5%43%29%17%11%0%TelstraOptusVHA/TPGMVNO(Mobilevirtualnetworkoperators)10Description:AsofJune2023,Telstrahelda43percentshareofthemobilehandsetservicesretailmarketinAustralia.TelstrahasmaintaineditsdominanceintheretailmobilephoneservicesmarketinAustralia,withitsbiggestcompetitorbeingOptus.

ReadmoreNote(s):Australia;yearendedJune2023Source(s):ACCCTelstra'sretailmarketshareofmobilephoneservicesinAustraliafromJune2021toJune2023Telstra'sretailmarketshareofmobilephoneservicesinAustralia2021-2023160%140%120%100%80%60%43%43%43%40%20%0%June2021June2022June202311Description:AsofJune2023,Telstrahelda43percentshareofthemobilephoneservicesretailmarketinAustralia.TelstrahasmaintaineditsdominanceinthemobilehandsetservicesretailmarketinAustraliaoverthepastdecade.

ReadmoreNote(s):Australia;June2021to2023Source(s):ACCC;AustralianBureauofStatisticsOptus'sretailmarketshareofmobilephoneservicesinAustraliafromJune2021toJune2023Optus'sretailmarketshareofmobilephoneservicesinAustralia2021-202335%30%30%29%30%25%20%15%10%5%0%June2021June2022June202312Description:Optushada29percentshareoftheAustralianmobilephoneservicesretailmarketasofJune2023.TelstrahadthelargestmarketshareofthemobilehandsetservicesretailmarketinthecountryandwasOptus'smaincompetitor.

ReadmoreNote(s):Australia;June2021to2023Source(s):ACCCVodafone'sretailmarketshareofmobilehandsetservicesinAustraliafromJune2012toJune2021VHA'sretailmarketshareofmobilehandsetservicesinAustralia2012-202125%23%20%20%15%10%5%19%18%18%18%18%18%17%17%0%June2012June2013June2014June2015June2016June2017June2018June2019June2020June202113Description:AsofJune2021,Vodafonehelda17percentshareofthemobilehandsetservicesretailmarketinAustralia.Vodafone'sbiggestcompetitorsinthemobilehandsetservicesretailmarketinAustraliawereTelstraandOptus.

ReadmoreNote(s):Australia;June2012to2021Source(s):ACCCCHAPTER

03ConsumersandusageShareofmobilewebtrafficinAustraliainJanuary2023,byoperatingsystemMobilewebtrafficinAustralia2023,byoperatingsystemShareofmobilewebtraffic30%0%10%20%40%50%60%70%AppleIOSDevicesAndroidDevices57.99%41.08%SamsungOSDevices0.82%OtherOSDevices

0.1%KaiOSDevices

0.01%15Description:AsofJanuary2023,about58percentofmobilewebtrafficinAustraliaoriginatedfromAppleIOSdevices.Thatsameyear,about41percentofmobilewebtrafficinAustraliaoriginatedfromAndroiddevices.

ReadmoreNote(s):Australia;January2023;internetusersSource(s):DataReportal;Hootsuite;StatCounter;WeAreSocialMostusedsmartphoneappsbytypeinAustraliaasofDecember2023MostusedsmartphoneappsbytypeinAustralia2023Shareofrespondents0%10%20%30%40%50%60%70%InternetbrowserSocialmediaappsE-mailservicesMessengerappsWeatherapps66%65%61%61%53%Musicservices49%CalendarGamesShoppingapps44%44%44%Camera/photoeditingappsTrafficnavigationappsVideoservices35%33%30%Newsservices27%16Description:"Internetbrowser"and"Socialmediaapps"arethetoptwoanswersamongAustralianconsumersinoursurveyonthesubjectof"Mostusedsmartphoneappsbytype".

ReadmoreNote(s):Australia;JanuarytoDecember2023;1857respondents;18-64years;respondentswhouseasmartphone(Marketing&socialmedia,Services&eServices)Source(s):ConsumerInsightsMobilepaymentsbysituationinAustraliain2022MobilepaymentsbysituationinAustralia2022Shareofrespondents0%5%10%15%20%25%30%35%40%IwouldliketopaywithmysmartphoneallthetimeForeverydaypurchases(e.g.food)ForfoodanddrinksinbarsandcafésForfoodanddrinksinrestaurantsForminorpurchases(e.g.decorationitems)ForpublictransportationticketsForadmissiontickets37%16%15%15%13%12%10%10%FortravelbookingFormajorpurchases(e.g.washingmachine)Idon'twanttopaywithmysmartphoneatallOther8%20%1%Don'tknow5%17Description:Whenaskedabout"Mobilepaymentsbysituation",mostAustralianrespondentspick"Iwouldliketopaywithmysmartphoneallthetime"asananswer.37percentdidsoinouronlinesurveyin2022.ReadmoreNote(s):Australia;fourwavesfrom07January2022to11December2022;2034respondents;18-64yearsSource(s):ConsumerInsightsShareofmobilephoneuserswithalimitedorunlimitedmonthlymobiledataplaninAustraliain2022MonthlydataallowanceofmobilephoneusersinAustralia202250%46%45%40%35%30%25%20%15%10%5%32%23%0%Limitedamount(averageof60GB)UnlimitedamountIdon'tknow18Description:InasurveyconductedamongstmobileusersinAustraliain2022,aroundonethirdofrespondentsindicatedthattheyhaveanunlimitedmobileinternetdataallowanceeachmonth.For46percentofrespondents,theaveragemonthlydataallowancewas60gigabytes.ReadmoreNote(s):Australia;January2022;833respondents;MobileusersSource(s):ShareofmobilephoneuserswhoconsumetheirentiremobiledataallowanceeachmonthinAustraliain2022UseofmonthlymobiledataallowancebymobilephoneusersinAustralia202260%54%50%40%30%30%20%10%0%16%YesNo,IusuallyhavealotleftoverNo,butIusemostofit19Description:InasurveyconductedamongstmobileusersinAustraliain2022,around16percentofrespondentsindicatedthattheyusetheirentiremobileinternetdataallowanceeachmonth.Almostonethirdofrespondentsindicatedthattheyusemostoftheirdataallowanceeachmonth.Accordingtothesource,theaverageAustralianhasaround60gigabytesofdataincludedintheirphoneplan.ReadmoreNote(s):Australia;January2022;833respondents;MobileusersSource(s):CHAPTER

04MobileinternetMobileinternetusagepenetrationinAustraliafrom2014to2029MobileinternetusagereachinAustralia2014-202910086.9887.2187.4186.3586.7908070605040302010085.9185.3584.6283.6682.3880.6678.3475.1471.565.1458.69201420152016201720182019202020212022202320242025202620272028202921Description:ThepopulationsharewithmobileinternetaccessinAustraliawasforecasttocontinuouslyincreasebetween2024and2029byintotal1.5percentagepoints.Afterthefifteenthconsecutiveincreasingyear,themobileinternetpenetrationisestimatedtoreach87.41percentandthereforeanewpeakin2029.Notably,thepopulationsharewithmobileinternetaccessofwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Australia;2014to2029;allvaluesareestimatesSource(s):DistributionofinternetdatadownloadedinAustraliafromJunequarter2016to2021,byaccesstypeDistributionofdatadownloadedinAustralia2016-2021,byaccesstypeFixedlinebroadbandMobile/wirelessbroadband12%100%90%80%70%60%50%40%30%20%10%0%8%8%9%10%90%202011%89%202192%92%91%88%201620172018201922Description:IntheJunequarterof2021,mostofthedatadownloadedinAustraliawasthroughfixedlinebroadbandtechnologiesat89percent.Whiletheshareofinternetdatadownloadedwithmobileorwirelessaccesstechnologieshasincreasedoverthepastsixyears,itstillmakesupjust11percentofthedownloadvolumeinthecountry.ReadmoreNote(s):Australia;Junequarter2016to2021Source(s):ACCC;AustralianBureauofStatisticsAverageinternetspeedsformobileandfixedbroadbandinAustraliainJuly2022(inMbps)AverageinternetspeedsformobileandfixedbroadbandinAustralia2022DownloadUpload180161.611601401201008087.2604029.4417.96200MobileFixedbroadband23Description:InJuly2022,theaveragemobileinternetdownloadspeedinAustraliawas161.61Mbps.Mobileinternetoutperformedfixedbroadbandintermsofdownloadspeeds,however,fixedbroadbandperformedslightlybetterinuploadspeeds.

ReadmoreNote(s):Australia;July2022Source(s):SpeedtestMostcommonmobiledataplansinAustraliaasofDecember2023MostcommonmobiledataplansinAustralia2023Shareofrespondents0%5%10%15%20%25%30%35%40%45%Upto2GB3-5GB6%10%6-10GB12%Morethan10GB43%UnlimiteddatavolumeIpayaccordingtomyconsumption18%3%Idon'tusemobiledataonmysmartphone

0%Don'tknow7%Noanswer

0%24Description:Whenaskedabout"Mostcommonmobiledataplans",10percentofAustralianrespondentsanswer"3-5GB".Thisonlinesurveywasconductedin2023,among1,966consumers.

ReadmoreNote(s):Australia;JanuarytoDecember2023;1966respondents;18-64years;respondentswhouseasmartphone(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsAverageandpeak5GdownloadspeedintheAsia-Pacificregionin2023,bycountryorterritory(inMbps)5GdownloadspeedAPAC2023,bycountrySpeedinMbpsPeakdownloadspeed

Averagedownloadspeed500

60001002003004007008009001,000925.6SouthKoreaSingaporeMalaysiaIndiaNewZealandTaiwan432.5718.8712.9376.8765.2322.7301.6524.7524.4251.6232.9217.8212804.6VietnamMaldivesAustraliaSriLankaJapan564.1565.6182.3514.5505.8173.2156.5140.1471.8HongKong25Description:In2023,SouthKoreahadthe