亚太地区移动通信行业市场前景及投资研究报告-培训课件外文版2024.5

INDUSTRIES

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MARKETSMobilecommunicationsintheAsia-PacificregionCHAPTER

01OverviewRevenueofmobilecommunicationservicesinAsiafrom2019to2028,bytype(inbillionU.S.dollar)MobilecommunicationservicerevenueinAsia2019-2028,bytypeMobileData236.1MobileVoice247.07350300250287.25277.86268.03257.76225.34216.48206.07199.8820015010050121.71111.9107.08103.72100.1596.6793.2589.8986.683.36020192020202120222023202420252026202720283Description:Overtheforecastperioduntil2028,therevenueisforecasttoexhibitfluctuationsamongthetwosegments.OnlyforthesegmentMobileData,asignificantincreasecanbeobservedovertheforecastperiod.Here,theindicatorexhibitsadifferenceof87.37billionU.S.dollarsbetween2019and2028.ReadmoreNote(s):Asia;2019to2028Source(s):TechnologyMarketInsightsRevenuegrowthofmobilecommunicationservicesinAsiafrom2020to2028,bytypeMobilecommunicationservicerevenuegrowthinAsia2020-2028,bytypeMobileData4.78%MobileVoice4.65%6%4%5.05%4.33%4.09%3.98%-3.6%3.67%3.38%3.1%2%0%-2%-4%-6%-8%-10%-3.14%-3.44%-3.48%-3.53%-3.67%-3.74%-4.3%2021-8.06%202020222023202420252026202720284Description:In2028,therevenuechangeisforecasttosignificantlydecreaseinallsegmentscomparedtotheprevioustimepoint.Comparingthetwodifferentsegmentsfortheyear2028,thesegment'MobileData'leadstherankingwith3.38percent.Contrastingly,'MobileVoice'isrankedlast,with-3.74percent.Theirdifference,comparedtoMobileData,liesat7.12percentagepoints.ReadmoreNote(s):Asia;2020to2028Source(s):TechnologyMarketInsightsShareofpopulationcoveredbymobile(cellular)networkworldwidefrom2015to2022,byregionCoveragerateofmobilenetworkworldwide2015-2022,byregionAfricaTheAmericasArabStatesAsia&PacificCIS**Europe120%100%80%60%40%20%0%201520162017201820192020202120225Description:In2022,Europereportedthehighestmobilenetworkcoveragerate,with99.8percentofthepopulationcoveredbyamobilenetwork.Since2015,thecoverageratehasincreasedinallregions,exceptfortheAmericaswhichpresentedaslightdecreasefromthepreviousyear,whenitreached96.7percentcoverage.ReadmoreNote(s):Worldwide;2015to2022;**CIS=CommonwealthandindependentstatesReleasedateissettodateofaccess.ReadmoreSource(s):ITUEstimatedshareofpopulationcoveredbymobile(cellular)networkworldwideandinruralandurbanareasin2022,byregionCoveragerateofmobilenetworkinruralandurbanareas2022,byregionTotalUrbanRural120%100%80%60%40%20%0%AfricaTheAmericasArabStatesAsia&PacificCISEurope6Description:In2022,99percentoftheEuropeanpopulationlivinginruralareaswereestimatedtobycoveredbyamobilenetwork,thehighestofanyglobalregion.RuralcoveragewasestimatedtohavebeenlowestintheAmericas,with78.2percentofthepopulationcovered.ReadmoreNote(s):Worldwide;2022Source(s):ITUNumberofactivemobile-broadbandsubscriptionsper100inhabitantsworldwidefrom2010to2022,byregionMobilebroadbandsubscriptionsper100inhabitants2010-2022,byregionAfricaTheAmericasArabStatesAsiaandPacificCIS**Europe12010080604020020102011201220132014201520162017201820192020202120227Description:Thenumberofmobilebroadbandsubscriptionsper100inhabitantsindifferentregionsaroundtheworldhasincreasedsteadilyfrom2011to2022.TheAmericashaveledthedifferentregionssince2011,havingaround113.3mobile-broadbandper100inhabitantsin2022.TheregionhadbeenfollowedbyEurope,wheretherewerearound109.7subscriptionsper100inhabitantsin2022.ReadmoreNote(s):Worldwide;**CIS=CommonwealthandindependentstatesDateofreleasesetasdateofaccess.ReadmoreSource(s):ITUMonthlymobiledatatrafficpersmartphoneworldwidefrom2018to2028(ingigabytes),byregionMonthlymobiledatatrafficpersmartphoneworldwide2018-2028,byregionIndia,Nepal,BhutanNorthAmericaCentral&EasternEuropeNorthEastAsiaLatinAmericaSouthEastAsia&OceaniaMiddleEast&AfricaWesternEurope70605040302010020162017201820192020202120222023*2024*2025*2026*2027*2028*8Description:In2023,themonthlymobiledatatrafficpersmartphoneinIndia,Nepal,andBhutanisexpectedtoreach31.7gigabytes(GB),thehighestfigureofanysurveyedregion.Thisfigureissettoalmostdoubleby2028.

ReadmoreNote(s):Worldwide;2016to2023;*ForecastReadmoreSource(s):EricssonCHAPTER

02MobilesubscriptionsMobilesubscriberpenetrationrateintheAsia-Pacificregionfrom2015to2022,withaforecastfor2030MobilesubscriberpenetrationAPAC2015-203080%71%70%60%50%40%30%20%10%0%67%67%66%66%62%62%59%58%201520162017201820192020*2021*2022*2030**10Description:In2022,theuniquemobilesubscriberpenetrationrateintheAsia-Pacificregion,excludingGreaterChina,wasat62percent.Thisnumberwasforecasttoreach71percentby2030.

ReadmoreNote(s):Asia,APAC;2015to2022;*DatadoesnotincludeChina,HongKong,Macao,andTaiwan.**Forecast.ReadmoreSource(s):GSMANumberofmobileconnectionsintheAsia-PacificregionasofJanuary2023,bycountry(inmillions)NumberofmobileconnectionsAPAC2023,bycountryNumberofmobileconnections800

1,00002004006001,2001,4001,6001,800ChinaIndia1,6901,100IndonesiaPakistanJapan353.8191.8184.4179.9BangladeshPhilippinesVietnamThailandMyanmarSouthKoreaMalaysiaNepal168.3161.6101.264.664.1944.0542.7811Description:ChinahadthehighestnumberofmobileconnectionsintheAsia-PacificregionasofJanuary2023,withabout1.69billionconnections.Incontrast,Bruneihadaround58thousandmobileconnectionsasofJanuary2023.ReadmoreNote(s):Asia,APAC;January2023Source(s):DataReportal;Meltwater;Varioussources(TheU.N.,GSMAIntelligence,ITU,WorldBank,Eurostat,CNNIC,APJII,IAMAIandKantar,CIAWorldFactbook,OCDH,BetaResearchCenter,Kepios);WeAreSocialDistributionofmobilesubscribersintheAsia-Pacificregionfrom2016to2022,withaforecastfor2030,bytechnologyDistributionofmobilesubscribersAPAC2016-2030,bytechnology2G3G4G5G120%100%80%60%40%20%0%1%2%4%27%26%34%25%41%45%21%48%56%62%70%25%20%55%3%16%47%41%11%15%34%27%23%20%1%20162017201820192020202120222030*12Description:In2022,4Gaccountedforthe70percentofthemobileconnectiontechnologymixintheAsia-Pacificregion.Itwasforecastthat5Gwouldbecomethesecondmostusedmobileconnectiontypeby2030,accountingfor41percent.

ReadmoreNote(s):Asia,APAC;2016to2022;*Forecast.DataexcludesChina,HongKong,Macao,andTaiwan.Datapriorto2022comesfrompreviousreporting.

ReadmoreSource(s):GSMAShareofmobileinternetconnectionsinChinain2018to2022withaforecastfor2025and2030,byconnectiontechnologyShareofmobileinternetconnectioninChina2018-2030,bynetworktechnology2G3G4G5G0.3%82%100%90%80%70%60%50%40%30%20%10%0%13%30%36%64%51%77%88%79%2%69%49%8%5%15%14%12%6%1%20211%2022**2018201920202025*2030*13Description:In2022,theshareof4GmobileinternetconnectionsinChinawas649percent.Inthesameyear,theshareof5Gconnectionsreached36percent,anincreaseofsixpercentagepointscomparedtothepreviousyear.

ReadmoreNote(s):China;2018to2022;*Forecast.**Theshareof3Gconnectionswasunderonepercent.DataexcludesHongKong,Macao,andTaiwan.

ReadmoreSource(s):GSMACHAPTER

03MobileinternetShareofmobilephonewebsitetrafficinAsiafrom2014to2023ShareofmobilephonewebsitetrafficAsia2014-202380%67.81%67.9%70%60%50%40%30%20%10%0%66.01%64.44%64.35%61.33%60.55%58.53%48.78%38.02%201420152016201720182019202020212022202315Description:In2023,mobilephonesaccountedforapproximately68percentofthetotalwebtrafficinAsia.Thatwasaslightincreasefromthepreviousyearwhenmobilephonesmadeup67.81percentofthetotalwebtrafficinAsia.

ReadmoreNote(s):Asia,APAC;2014to2023Source(s):StatCounterMediandownloadspeedofmobileinternetintheAsia-PacificregionasofJanuary2023,bycountryandterritory(inMbps)MediandownloadspeedofmobileinternetAPAC2023,bycountrySpeedinMbps020406080100120140SouthKoreaChina118.76109.4106.38MacaoAustraliaSingaporeMaldivesTaiwan86.0172.1871.468.04NewZealandHongKongJapan56.6456.5140.9239.5937.8536.34VietnamThailandMalaysia16Description:AsofJanuary2023,themediandownloadspeedofmobileinternetinSouthKoreawas118.76Mbps,thehighestintheAsia-Pacificregion.Comparatively,themediandownloadspeedofmobileinternetinJapanwasapproximately40.92Mbps.

ReadmoreNote(s):Asia,APAC;asofJanuary2023Source(s):DataReportal;Meltwater;Ookla;WeAreSocialLeadingmobilenetworkoperatorsintheAsia-Pacificregionin2022,bydownloadspeed(inMbps)LeadingmobilenetworkoperatorsAPAC2022,bydownloadspeedSpeedinMbps600204080100120140SKtelecom(SouthKorea)KT(SouthKorea)131.7105.7LGU+(SouthKorea)StarHub(Singapore)Chunghwa(Taiwan)Singtel(Singapore)Telstra(Australia)94.487.178.672.260.257.9FarEasTone(Taiwan)17Description:SKTelecomhadthehighestaveragemobileinternetdownloadspeedof131.7Mbpsgloballyin2022.SouthKoreanmobileoperatorstoppedthegloballistwiththehighestdownloadspeedsin2022,asKTandLGU+followedwith105.7and94.4Mbps,respectively.ReadmoreNote(s):Asia,APAC;July1toDecember27,2021and2022Source(s):OpenSignalLeadingmobilenetworkoperatorsintheAsia-Pacificregionin2022,by4Gand5GavailabilityLeadingmobilenetworkoperatorsAPAC2022,by4Gand5GavailabilityShareoftime40%

50%0%10%20%30%60%70%80%90%100%110%LGU+(SouthKorea)Jio(India)99.7%99.4%99.3%99.2%99%au(Japan)SKtelecom(SouthKorea)SIMBA(Singapore)NTTDoCoMo(Japan)KT(SouthKorea)Airtel(India)98.9%98.8%98.6%98.3%98.2%98.2%98%Yes(Malaysia)Smartfren(Indonesia)Rakuten(Japan)UMobile(Malaysia)DITO(Philippines)98%18Description:UsersofmobilenetworkoperatorsLGU+,au,Jio,andSKtelecomwereconnectedto4Gorbetternetworksmorethan99percentofthetimeinthesecondhalfof2022.AnumberofcountriesintheAsia-Pacificregionhadhighsharesof4Gconnectionsasof2020.ReadmoreNote(s):Asia,APAC;July1toDecember27,2021and2022Source(s):OpenSignalCHAPTER

044Gvs5GDistributionofmobilesubscribersintheAsia-Pacificregionfrom2016to2022,withaforecastfor2030,bytechnologyDistributionofmobilesubscribersAPAC2016-2030,bytechnology2G3G4G5G120%100%80%60%40%20%0%1%2%4%27%26%34%25%41%45%21%48%56%62%70%25%20%55%3%16%47%41%11%15%34%27%23%20%1%20162017201820192020202120222030*20Description:In2022,4Gaccountedforthe70percentofthemobileconnectiontechnologymixintheAsia-Pacificregion.Itwasforecastthat5Gwouldbecomethesecondmostusedmobileconnectiontypeby2030,accountingfor41percent.

ReadmoreNote(s):Asia,APAC;2016to2022;*Forecast.DataexcludesChina,HongKong,Macao,andTaiwan.Datapriorto2022comesfrompreviousreporting.

ReadmoreSource(s):GSMAImprovementratioof5Gover4GdownloadspeedintheAsia-Pacificregionin2023,bycountryorterritory5Gvs4GdownloadspeedimprovementAPAC2023,bycountryRatioofdownloadspeedimprovement10

12024681416182022IndiaMalaysia19.214.4SriLankaSingaporePhilippinesVietnam13.88.66.96.8SouthKoreaNewZealandThailand6.46.15.65.55.5TaiwanMaldivesHongKongAustraliaJapan4.43.93.7Indonesia2.921Description:Asof2023,Indiaobservedthebiggestimprovementindownloadspeedfrom4Gto5GoutofthecountriesoftheAsia-Pacificregion,with5Gdownloadsbeing19timesfaster.Incontrast,Indonesia's5Gdownloadswereonaverage2.9timesfasterthan4Gdownloads.ReadmoreNote(s):Asia,APAC;datacollectedbetweenMarch1standMay29th,2023Source(s):OpenSignalImprovementratioof5Gover4GdownloadspeedintheAsia-Pacificregionin2022,bymajorcity5Gvs4GdownloadspeedAPAC2022,bycityRatioofdownloadspeedimprovement10024681214161820KualaLumpurMetroManilaBangkokSeoul197.36.86.6Taipei6.56.4AucklandSingaporeHongKongSydney5.65.14.2Tokyo3.53.4Jakarta22Description:In2022,usersinKualaLumpurexperiencedthemostimproveddownloadspeedin5Gnetworkscomparedto4G,with5Gdownloadsbeing19timesfaster.Incontrast,5GdownloadsinJakartawereonaverage3.4timesfasterthan4Gdownloadsinthecity'smobilenetwork.ReadmoreNote(s):Asia,APAC;betweenApril1andJune29,2022Source(s):OpenSignalCHAPTER

055GForecastofshareof5GmobileconnectionsoftotalconnectionsintheAsia-Pacificregionin2030,bysubregionShareof5GconnectionsofoverallmobileconnectionsAPAC2030,bysubregionShareofmobileconnections40%

50%0%10%20%30%60%70%80%90%100%DevelopedAPAC*GreaterChinaRestofAPAC24Description:By2030,5Gmobileconnectionswereforecasttoaccountfor93percentofmobileconnectionsinso-calleddevelopedAsia-Pacificmarkets,includingAustralia,NewZealand,Japan,SouthKorea,andSingapore.

ReadmoreNote(s):Asia,APAC;2023;*IncludesAustralia,NewZealand,Japan,SouthKorea,andSingapore.ReadmoreSource(s):GSMAShareoftimeconnectedto5GintheAsia-Pacificregionin2023,bycountryorterritoryShareoftimeconnectedto5GAPAC2023,bycountryShareoftime25%0%5%10%15%20%30%35%40%45%50%SouthKoreaSingaporeTaiwan42.9%30%30%India29.9%HongKongThailandAustraliaMalaysiaPhilippinesMaldivesJapan26.4%25.7%20.5%20.5%12.7%9.6%7.3%6.8%NewZealandSriLankaVietnam4.8%2%0.9%Indonesia25Description:In2023,SouthKoreahadthehighest5GavailabilityintheAsia-Pacificregion,withusersconnectedto5Garound43percentofthetime.Incomparison,usersinIndonesiaspentlessthanonepercentoftheirtimeconnectedto5Gin2023.

ReadmoreNote(s):Asia,APAC;March1toMay29,2023Source(s):OpenSignal5GuserexperienceintheAsia-Pacificregionin2023,bycountryorterritoryandtype5GuserexperienceAPAC2023,bycountryandtype5G

video

experience5G

games

experienceSingaporeHongKongMalaysiaSouthKoreaIndonesiaTaiwan78.276.575.375.473.477.175.373.372.375.96994.191.189.788.586.586.482.381.881.780.680.479.373.9JapanNewZealandThailandAustraliaMaldivesIndia73.973Vietnam26Description:In2023,Singaporehadthehighest5GvideouserexperienceratingintheAsia-Pacificregion,at78.2outof100.Thecountryalsohadthehighest5Ggamesuserexperienceratingat94.1outof100thatyear.

ReadmoreNote(s):Asia,APAC;datacollectedbetweenMarch1toMay29,2023Source(s):OpenSignalAverageandpeak5GdownloadspeedintheAsia-Pacificregionin2023,bycountryorterritory(inMbps)5GdownloadspeedAPAC2023,bycountrySpeedinMbpsPeakdownloadspeed

Averagedownloadspeed500

60001002003004007008009001,000925.6SouthKoreaSingaporeMalaysiaIndiaNewZealandTaiwan432.5718.8712.9376.8765.2322.7301.6524.7524.4251.6232.9217.8212804.6VietnamMaldivesAustraliaSriLankaJapan564.1565.6182.3514.5505.8173.2156.5140.1471.8HongKong27Description:In2023,SouthKoreahadthefastestaverage5GdownloadspeedintheAsia-Pacificregion,at432.5megabitspersecond.SouthKoreaalsohadthehighestpeakdownloadspeedof925.6MbpsinAPACthatyear.

ReadmoreNote(s):Asia,APAC;datacollectedbetweenMarch1toMay29,2023Source(s):OpenSignalAverage5GuploadspeedintheAsia-Pacificregionin2023,bycountryorterritory(inMbps)5GuploadspeedAPAC2023,bycountrySpeedinMbps200510152530354045SouthKoreaMalaysiaTaiwan4241.530.130SingaporeVietnam28.3HongKongNewZealandIndonesiaThailandMaldivesIndia26.12322.120.820.620.1AustraliaSriLankaJapan15.715.212.511.9Philippines28Description:In2023,SouthKoreahadthefastestaverage5GuploadspeedintheAsia-Pacificregionat42megabitspersecond.Incomparison,thePhilippineshadanaverage5Guploadspeedof11.9Mbpsduringthesametimeperiod.

ReadmoreNote(s):Asia,APAC;datacollectedbetweenMarch1toMay29,2023Source(s):OpenSignalMedian5GdownloadspeedintheAsia-Pacificregionasofthe1sthalfof2023,bycity(inMbps)Median5GdownloadspeedAPACH12023,bycity5Gperformanceinmegabitspersecond0100200300400500600SeoulKualaLumpurSingaporeDelhi533.95523.44387.15357.43Mumbai319.55312.4306.73301.8WellingtonBeijingShanghaiMelbourneSydney249.88242.98229.36GuangzhouBangkok180.24HongKongManila142.04135.5129Description:Asofthefirsthalfof2023,SeoulrankedfirstamongselectedAsia-Pacificcitiesintermsofmedian5Gdownloadspeed,with533.95megabitspersecond.KualaLumpurhadthesecondfastestmedian5Gdownloadspeedintheregionat523.44megabitspersecond.ReadmoreNote(s):Asia,APAC;H12023Source(s):GSMA;Ookla;SpeedtestMedian5GuploadspeedintheAsia-Pacificregionasofthe1sthalfof2023,bycity(inMbps)Median5GuploadspeedAPACH12023,bycity5Gperformanceinmegabitspersecond010203040506070KualaLumpurSeoul63.8846.54Beijing43.01ShanghaiWellingtonGuangzhouSingaporeBangkokHongKongMumbaiDelhi38.9535.5432.9331.628.5923.2821.2120.2Sydney16.5316.06MelbourneManila11.530Description:Asofthefirsthalfof2023,KualaLumpurrankedfirstamongselectedAsia-Pacificcitiesintermsofmedian5Guploadspeed,with63.88megabitspersecond.Seoulhadthesecondfastestmedian5Guploadspeedintheregionat46.54megabitspersecond.ReadmoreNote(s):Asia,APAC;H12023Source(s):GSMA;Ookla;SpeedtestCHAPTER

06UsersAveragespendingpercapitaformobilecommunicationservicesinAsiafrom2019to2028,bytype(inU.S.dollars)PercapitamobilecommunicationservicespendinginAsia2019-2028,bytypeMobileData52.28MobileVoice70605040302010061.7860.0858.2856.3854.3650.1948.4846.4345.3627.6225.2123.9823.122.1821.2720.419.5518.7217.93201920202021202220232024202520262027202832Description:Overtheforecastperioduntil2028,theaveragespendpercapitaisforecasttoexhibitfluctuationsamongthetwosegments.OnlyinthesegmentMobileData,asignificantincreasecanbeobservedovertheforecastperiod.Inthissegment,theindicatorexhibitadifferenceof16.42U.S.dollarsbetween2019and2028.ReadmoreNote(s):Asia;2019to2028Source(s):TechnologyMarketInsightsMobile-cellularbasketintheAsia-Pacificregionin2022,bycountryorterritory(inU.S.dollars)Mobile-cellularbasketAPAC2022,bycountryBasketvalueinU.S.dollars15051020253035JapanAustralia33.1821.47PapuaNewGuineaSouthKoreaSingapore17.316.5913.0711.99Timor-LesteTaiwan11.15NewZealandBrunei9.766.9PhilippinesCambodia6.656.115.555.52MaldivesMalaysia33Description:In2022,Japanhadthemostexpensivemobile-cellularbasketwithintheAsia-Pacificregionwith33.18U.S.dollarspermonthforastandardplan.Incomparison,themobile-cellularbasketinSriLankacost0.39U.S.dollarsin2022.

ReadmoreNote(s):Asia,APAC;2022Source(s):ITUValueofdata-onlymobilebroadbandbasketintheAsia-Pacificregionin2022,bycountryorterritory(inU.S.dollars)Data-onlymobilebroadbandbasketAPAC2022,bycountryBasketvalueinU.S.dollars0510152025303540JapanMaldivesTaiwan35.2117.2216.97PapuaNewGuineaSouthKoreaFiji14.213.111.5410.739.769.44AustraliaNewZealandSingaporeThailand7.437.26BruneiTimor-LestePhilippines75.6834Description:In2022,Japanhadthemostexpensivedata-onlymobilebroadbandbasketwithintheAsia-Pacificregion,with35.21U