英国移动电信市场前景及投资研究报告-培训课件外文版2024.5

DIGITAL&TRENDSMobiletelecomsintheUnitedKingdomTableofContents101Overview03MobileretailrevenueintheUnitedKingdom(UK)2007-202204MonthlyhouseholdspendontelecomsintheUnitedKingdom(UK)2007-2022,bytype05UK:numberofcellularsubscriptions2000-202206MobiletelephonyadoptionintheUnitedKingdom(UK)2007-202307NumberofsmartphoneusersintheUK2019-202808MarketshareofmobiletechnologyintheUnitedKingdom2021-2025,bygeneration09UK:forecastof5G-capablesmartphonesmarketshare2019-202502Revenue11UKmobilenetwork:QuarterlyretailrevenuesfromdataservicesQ12012-Q1202312UKmobilenetwork:Quarterlymobilerevenue,byservicetypeQ12020-Q1202313UKmobilenetwork:annualretailrevenuesfromSMS&MMS2011-202214MonthlyARPUthroughpost-paidmobilesubscribersintheUK2007-202215MonthlyARPUthroughpre-paidmobilesubscribersintheUK2007-202203Consumption17SpeedofdownloadbymobilenetworkintheUnitedKingdom202318MonthlymobiledatatrafficintheUnitedKingdom(UK)2011-202219Callstomobiles:businesscallvolumeQ12012-Q12023,byUKnetworkoperator20Callstomobiles:ResidentialcallvolumeQ12012-Q12023,byUKnetworkoperator21UKmobilenetwork:QuarterlycallvolumesQ12012-Q22022,bycalltype22OutgoingSMS&MMSmessagesintheUnitedKingdom(UK)2012-202223Monthlymobilevoiceminutesperpay-monthlycustomersintheUK2008-202224Averagemonthlymobilevoiceminutesperpre-paidsubscriberintheUK2012-202204Companies26MarketshareofmobiledevicevendorsintheUK2012-202227MostvaluabletelecommunicationsbrandsintheUK2020-202228VodafonerevenueintheUnitedKingdom(UK)2014-202329Sky'sannualrevenue2007-202230RevenueofThreeUK2020-202131VirginMediaO2UKLtd.:globalrevenue2008-202232TotalrevenueofBritishTelecommunications(BT)2013-2023,byquarterOverviewCHAPTER01Description:In2022,telecomsoperatorsintheUnitedKingdomgenerated12.9billionBritishpoundsinmobileretailrevenue,upfrom12.3billionBritishpoundsthepreviousyear.ReadmoreNote(s):UnitedKingdom;2007to2022Source(s):Ofcom3Telecommunications:MobileretailrevenueintheUnitedKingdom(UK)from2007to2022(inbillionGBP)MobileretailrevenueintheUnitedKingdom(UK)2007-2022Description:FixedvoiceanddataservicesaccountedforthelargestshareofmonthlyhouseholdtelecomsspendingintheUnitedKingdomin2022,withanaveragespendofaround42Britishpounds.Fixedvoiceanddataservicesincludefixed-linebroadbandandlandlinetelephoneservices.ReadmoreNote(s):UnitedKingdom;2013to2022Source(s):Ofcom;OfficeforNationalStatistics(UK)4AveragemonthlyhouseholdspendontelecommunicationservicesintheUnitedKingdomfrom(UK)2007to2022(inGBP),typeofserviceMonthlyhouseholdspendontelecomsintheUnitedKingdom(UK)2007-2022,bytypeDescription:Therewere81.6millionmobilecellularsubscriptionsintheUnitedKingdomin2022,upfrom79.8millionthepreviousyear.ReadmoreNote(s):UnitedKingdom;2000to2022Source(s):ITU5NumberofmobilecellularsubscriptionsintheUnitedKingdom(UK)from2000to2022(inmillions)UK:numberofcellularsubscriptions2000-2022Description:ThemobiletelephonyadoptionintheUnitedKingdom(UK)remainedsomewhatstablefrom2007to2023.ThepercentageofhouseholdsintheUKwithaccesstoamobiletelephoneamountedto97percentin2023.ReadmoreNote(s):UnitedKingdom;2007to2023*;16yearsandolder;*DatafromQ1ofeachyear2007-2014,thenH12015-2022.ReadmoreSource(s):Ofcom6MobiletelephonyadoptionintheUnitedKingdom(UK)from2007to2023MobiletelephonyadoptionintheUnitedKingdom(UK)2007-2023Description:ThenumberofsmartphoneusersintheUnitedKingdomwasforecasttocontinuouslyincreasebetween2024and2028byintotal4.8millionusers(+8.67percent).Aftertheseventhconsecutiveincreasingyear,thesmartphoneuserbaseisestimatedtoreach60.19millionusersandthereforeanewpeakin2028.ReadmoreNote(s):UnitedKingdom;2019to2028;individualsofanyagewhoownatleastonesmartphoneandusethesmartphone(s)atleastoncepermonth.Source(s):Statista;StatistaDigitalMarketInsights7NumberofsmartphoneusersintheUK2019-2028(inmillionusers)NumberofsmartphoneusersintheUK2019-2028Description:ThevastmajorityofmobiledataconnectionsintheUnitedKingdomin2021used4G(alsoknownasLTE)technology.Thisissettochangeoverthecomingyears,withfaster5Gmobiletechnologysettoaccountfor61percentofallconnectionsby2025.ReadmoreNote(s):UnitedKingdom;2021to2022;ExcludinglicensedcellularIoT;*Forecast.Thesourceliststhe2Gfigurefor2025aslessthanonepercent,while3Gisnotlisted.ReadmoreSource(s):GSMA;GSMAIntelligence8MarketshareofmobiletechnologyintheUnitedKingdomin2021withaforecastfor2025,bygenerationMarketshareofmobiletechnologyintheUnitedKingdom2021-2025,bygenerationDescription:Themarketshareof5GcapablesmartphonesintheUnitedKingdom(UK)isexpectedtoincreasedramaticallyinthecomingyears,fromjustovertwopercentin2019toamajorityofover93percentofthetotalsmartphonesmarketby2025.ReadmoreNote(s):UnitedKingdom;2019to2025Source(s):Statista;StatistaConsumerMarketInsights9Forecastofthe5GsmartphonesmarketshareinUnitedKingdom(UK)from2019to2025UK:forecastof5G-capablesmartphonesmarketshare2019-2025RevenueCHAPTER02Description:Inthefirstquarterof2023,retailrevenuegeneratedbymobiledataservicesintheUnitedKingdom(UK)amountedto345millionBritishpounds,anincreaseonthesameperiodin2022.ReadmoreNote(s):UnitedKingdom;1stquarter2012to1stquarter2023Source(s):Ofcom11RetailrevenuesfrommobiledataservicesintheUnitedKingdom(UK)from1stquarter2012to1stquarter2023(inmillionGBP)UKmobilenetwork:QuarterlyretailrevenuesfromdataservicesQ12012-Q12023Description:Inthefirstquarterof2023,revenuefrommobileaccessandbundleservicesintheUnitedKingdom(UK)amountedtoover2.62billionBritishpounds.Totalretailmobiletelephonyrevenuewasaround3.17billionBritishpounds,downfrom3.26inthefourthquarterof2022.ReadmoreNote(s):UnitedKingdom;1stquarter2020to1stquarter2023Source(s):Ofcom12RetailrevenuefrommobiletelephonyintheUnitedKingdom(UK)from1stquarter2020to1stquarter2023,byservicetype(inmillionGBP)UKmobilenetwork:Quarterlymobilerevenue,byservicetypeQ12020-Q12023Description:In2022,theannualretailrevenuefromSMSandMMSmessagesintheUnitedKingdom(UK)amountedto440millionBritishpounds(GBP).From2011to2022therehasbeenasteadyyear-on-yeardecreasefrom2.47billionBritishpoundsin2011to440millionBritishpoundsin2022.ReadmoreNote(s):UnitedKingdom;2011to2022Source(s):Ofcom13TotalretailrevenuesgeneratedbySMSandMMSmessagesintheUnitedKingdom(UK)for2011to2022(inmillionGBP)UKmobilenetwork:annualretailrevenuesfromSMS&MMS2011-2022Description:Themonthlyaveragerevenueperuser(ARPU)generatedthroughpost-paidmobilesubscribersintheUnitedKingdom(UK)in2022was14.86Britishpounds,slightincreaseonthepreviousperiod.ReadmoreNote(s):UnitedKingdom;2007to2022Source(s):Ofcom14MonthlyARPUthroughpost-paidmobilesubscribersintheUnitedKingdom(UK)from2007to2022(inGBP)MonthlyARPUthroughpost-paidmobilesubscribersintheUK2007-2022Description:Themonthlyaveragerevenueperuser(ARPU)generatedthroughpre-paidmobilesubscribersintheUnitedKingdom(UK)in2022was5.21Britishpounds,aslightincreaseonthepreviousyear.ReadmoreNote(s):UnitedKingdom;2007to2022Source(s):Ofcom15MonthlyARPUthroughpre-paidmobilesubscribersintheUnitedKingdom(UK)from2007to2022(inGBP)MonthlyARPUthroughpre-paidmobilesubscribersintheUK2007-2022ConsumptionCHAPTER03Description:Asof2023,EEofferedthefastestmobiledownloadspeedsintheUnitedKingdom,withanaveragedownloadspeedaround48megabitspersecond(Mbps).Rankedsecondwas3,withadownloadspeedofaround35Mbps.ReadmoreNote(s):UnitedKingdom;1December2022to28February2023Source(s):OpenSignalMegabitspersecond17DownloadspeedexperienceacrossmobilenetworksintheUnitedKingdom(UK)2023(inMbps)SpeedofdownloadbymobilenetworkintheUnitedKingdom2023Description:ThestatisticshowsthetotalamountofdatauploadedanddownloadedonmobilenetworksintheUnitedKingdom(UK)forthemonthsshown.InthemonthofMay2022,themobiledatatrafficintheUKamountedtoover725petabytes,whichtranslatesto725milliongigabytesofmobiledata.ReadmoreNote(s):UnitedKingdom;2011to2022Source(s):Ofcom18MonthlymobiledatatrafficonmobilenetworksintheUnitedKingdom(UK)from2011to2022(inmilliongigabytes)MonthlymobiledatatrafficintheUnitedKingdom(UK)2011-2022Description:Inthefirstquarterof2023,thevolumeofbusinessfixed-linecallstomobilesintheUnitedKingdom(UK),otherthanBritishTelecommunications(BT)andVirginMedia,amountedto484millionminutes,anincreaseofaround4millionminutesfromthepreviousquarter.ReadmoreNote(s):UnitedKingdom;1stquarter2012toQ12023Source(s):Ofcom19Businesscallvolumeoffixed-linecallstomobilenetworksintheUnitedKingdom(UK)from1stquarter2012to1stquarter2023,bytelecomoperator(inmillionsofminutes)Callstomobiles:businesscallvolumeQ12012-Q12023,byUKnetworkoperatorDescription:Attheendofthefirstquarterof2023,theresidentialcallvolumeintheUnitedKingdom(UK)ofcallstomobilesbyoperatorsotherthanBritishTelecommunications(BT)andVirginMediaamountedto211millionminutes.ReadmoreNote(s):UnitedKingdom;1stquarter2012to1stquarter2023Source(s):Ofcom20Residentialcallvolumeoffixed-linecallstomobilenetworksintheUnitedKingdom(UK)from1stquarter2012to1stquarter2023,bytelecomoperator(inmillionsofminutes)Callstomobiles:ResidentialcallvolumeQ12012-Q12023,byUKnetworkoperatorDescription:Inthesecondquarterof2022,thevolumeofon-netmobilecallsintheUnitedKingdom(UK)amountedtoover12billionminutes.Off-netmobilecallshaveincreasedthemost,nearlydoublingfromunder11billionminutesinthefirstquarterof2012tounder20billionminutesinthesecondquarterof2022.ReadmoreNote(s):UnitedKingdom;1stquarter2012to2ndquarter2022Source(s):Ofcom21MobilecallsvolumeintheUnitedKingdom(UK)from1stquarter2012to2ndquarter2022,bycalltype(inbillionminutes)UKmobilenetwork:QuarterlycallvolumesQ12012-Q22022,bycalltypeDescription:ThenumberofoutgoingSMSandMMSmessagessentintheUnitedKingdom(UK)hasfallensignificantlyinrecentyears,fromover150billionin2012toaround36billionin2022.ReadmoreNote(s):UnitedKingdom;2012to2022Source(s):Ofcom22SMSandMMSmessagessentintheUnitedKingdom(UK)from2012to2022(inbillions)OutgoingSMS&MMSmessagesintheUnitedKingdom(UK)2012-2022Description:Onaverage,post-paidmobilecustomersintheUnitedKingdommade210minutesworthofcallspermonthin2022,downfrom236minutesin2022.ReadmoreNote(s):UnitedKingdom;2008to2022Source(s):Ofcom23Averagemonthlypost-paidmobilevoiceminutesperpay-monthlycustomersintheUnitedKingdom(UK)from2008to2022Monthlymobilevoiceminutesperpay-monthlycustomersintheUK2008-2022Description:Onaverage,pre-paymobilecustomersintheUKmadearound83minutesofmobilecallspermonthin2022,downfrom88minutesin2021.ReadmoreNote(s):UnitedKingdom;2008to2022Source(s):Ofcom24Averagemonthlymobilevoiceminutesperpre-paidsubscriberintheUnitedKingdom(UK)from2012to2022Averagemonthlymobilevoiceminutesperpre-paidsubscriberintheUK2012-2022CompaniesCHAPTER04Description:AppleleadthemobiledevicemarketintheUnitedKingdom(UK)in2022,holdingover50percentofthemarketshare.Samsungcameinsecondwithover30percentoftheUKmarketshare.BothtopvendorswerewellbeyondtherestofmobiledevicevendorsintheUKsuchasHuawei,whichcameinthirdplaceholdingunderfivepercentofthemarketshare,adecreasefrompreviousyears.ReadmoreNote(s):UnitedKingdom;2012to2022Source(s):StatCounter26MarketshareofleadingmobiledevicevendorsintheUnitedKingdom(UK)from2012to2022MarketshareofmobiledevicevendorsintheUK2012-2022Description:ThemostvaluabletelecommunicationsbrandintheUnitedKingdom(UK)from2020to2022wasVodafone,withabrandvalueofroughly19.5billionU.S.dollarsin2022.ThesecondmostvaluabletelecomcompanyintheUKduringthatsametimeperiodwasSky.Dataforthecompanies3,O2,andBTwerenotavailablefor2022.ReadmoreNote(s):UnitedKingdom;2020to2022Source(s):BrandFinanceBrandvalueinmillionU.S.dollars27MostvaluabletelecommunicationsbrandsintheUnitedKingdom(UK)in2020and2022(inmillionU.S.dollars)MostvaluabletelecommunicationsbrandsintheUK2020-2022Description:VodafoneincreasedslightlyitsrevenuegeneratedintheUnitedKingdom(UK)overallfrom2014to2023,fromapproximately6.2billioneurostoaround6.8billioneuros.Thiscomesdespitethehighseenin2016,whenthecompanygenerated8.43billioneurosintheUK.ReadmoreNote(s):UnitedKingdom;2014to2023Source(s):Vodafone28RevenueoftheVodafoneGroupintheUnitedKingdom(UK)from2014to2023(inmillioneuros)VodafonerevenueintheUnitedKingdom(UK)2014-2023Description:Inthefiscalyear2022,theBritishpayTVoperatorSkygeneratedarevenueofapproximately14.2billionBritishpounds.Thismarksandecreasefromthepreviousfiscalyear,whenarevenueofover16billionBritishpoundswasgenerated.ReadmoreNote(s):Worldwide;2006to2022Source(s):Comcast29RevenueofSkyinthefiscalyears2007to2022(inbillionGBP)Sky'sannualrevenue2007-2022Description:In2022,theBritishtelecommunicationsprovider3UKLimited,orThreeUK,sawathreeper