英国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移动联通电信

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TRENDSMobiletelecomsintheUnitedKingdomCHAPTER

01OverviewTelecommunications:MobileretailrevenueintheUnitedKingdom(UK)from2007to2022(inbillionGBP)MobileretailrevenueintheUnitedKingdom(UK)2007-20222018.317.517.31816141210817.2171716.6151515.114.814.213.512.912.512.3642020072008200920102011201220132014201520162017201820192020202120223Description:In2022,telecomsoperatorsintheUnitedKingdomgenerated12.9billionBritishpoundsinmobileretailrevenue,upfrom12.3billionBritishpoundsthepreviousyear.ReadmoreNote(s):UnitedKingdom;2007to2022Source(s):OfcomAveragemonthlyhouseholdspendontelecommunicationservicesintheUnitedKingdomfrom(UK)2007to2022(inGBP),typeofserviceMonthlyhouseholdspendontelecomsintheUnitedKingdom(UK)2007-2022,bytypeTVlicenceOtherTVRadioFixedvoiceanddataMobilevoiceanddata70605040302010058.5557.5257.6957.5656.2648.0856.2747.4246.1242.4644.9744.6945.1243.1344.9339.6143.1642.1942.4237.3137.0435.3435.5533.8233.0433.332.4131.2929.8729.0510.110.389.819.4698.558.077.797.847.465.462.7220132.7520142.6920152.6320162.6820172.5720182.4420202.2420212.12202220194Description:FixedvoiceanddataservicesaccountedforthelargestshareofmonthlyhouseholdtelecomsspendingintheUnitedKingdomin2022,withanaveragespendofaround42Britishpounds.Fixedvoiceanddataservicesincludefixed-linebroadbandandlandlinetelephoneservices.ReadmoreNote(s):UnitedKingdom;2013to2022Source(s):Ofcom;OfficeforNationalStatistics(UK)NumberofmobilecellularsubscriptionsintheUnitedKingdom(UK)from2000to2022(inmillions)UK:numberofcellularsubscriptions2000-20229081.680.779.7779.0179.25

78.93

79.1

78.8978.33

78.67

78.4676.48

76.73

77.168074.9473.8470.0870605040302010065.4759.6954.2649.2346.2843.452000

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20225Description:Therewere81.6millionmobilecellularsubscriptionsintheUnitedKingdomin2022,upfrom79.8millionthepreviousyear.ReadmoreNote(s):UnitedKingdom;2000to2022Source(s):ITUMobiletelephonyadoptionintheUnitedKingdom(UK)from2007to2023MobiletelephonyadoptionintheUnitedKingdom(UK)2007-2023120%98%98%97%96%96%96%100%80%60%40%20%0%95%95%95%95%94%94%93%93%93%92%92%200720082009201020112012201320142015201620172018201920202021202220236Description:ThemobiletelephonyadoptionintheUnitedKingdom(UK)remainedsomewhatstablefrom2007to2023.ThepercentageofhouseholdsintheUKwithaccesstoamobiletelephoneamountedto97percentin2023.

ReadmoreNote(s):UnitedKingdom;2007to2023*;16yearsandolder;*DatafromQ1ofeachyear2007-2014,thenH12015-2022.

ReadmoreSource(s):OfcomNumberofsmartphoneusersintheUK2019-2028(inmillionusers)NumberofsmartphoneusersintheUK2019-20287066.6265.6564.5963.4462.1860.8159.3157.67605040302010055.953.9120192020202120222023202420252026202720287Description:ThenumberofsmartphoneusersintheUnitedKingdomwasforecasttocontinuouslyincreasebetween2024and2028byintotal5.8millionusers(+9.54percent).Aftertheninthconsecutiveincreasingyear,thesmartphoneuserbaseisestimatedtoreach66.62millionusersandthereforeanewpeakin2028.Notably,thenumberofsmartphoneusersofwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):UnitedKingdom;2019to2028;individualsofanyagewhoownatleastonesmartphoneandusethesmartphone(s)atleastoncepermonth.Source(s):DigitalMarketInsightsMarketshareofmobiletechnologyintheUnitedKingdomin2021withaforecastfor2025,bygenerationMarketshareofmobiletechnologyintheUnitedKingdom2021-2025,bygeneration2G3G4G5G100%90%80%70%60%50%40%30%20%10%0%90%61%39%7%2%1%20212025*8/statistics/1403085/uk-mobile-technology-share-by-generationThevastmajorityofmobiledataconnectionsintheUnitedKingdomin2021used4G(alsoknownasLTE)technology.Thisissettochangeoverthecomingyears,withfaster5Gmobiletechnologysettoaccountfor61percentofallconnectionsby2025.ReadmoreNote(s):UnitedKingdom;2021to2022;ExcludinglicensedcellularIoT;*Forecast.Thesourceliststhe2Gfigurefor2025aslessthanonepercent,while3Gisnotlisted.ReadmoreSource(s):GSMA;GSMAIntelligenceForecastofthe5GsmartphonesmarketshareinUnitedKingdom(UK)from2019to2025UK:forecastof5G-capablesmartphonesmarketshare2019-2025100%90%80%70%60%50%93.1%92.1%82.3%57.1%41.7%40%30%20%10%0%23.3%20202.3%2019202120222023202420259Description:Themarketshareof5GcapablesmartphonesintheUnitedKingdom(UK)isexpectedtoincreasedramaticallyinthecomingyears,fromjustovertwopercentin2019toamajorityofover93percentofthetotalsmartphonesmarketby2025.

ReadmoreNote(s):UnitedKingdom;2019to2025Source(s):ConsumerMarketInsightsCHAPTER

02RevenueRetailrevenuesfrommobiledataservicesintheUnitedKingdom(UK)from1stquarter2012to2ndquarter2023(inmillionGBP)UKmobilenetwork:QuarterlyretailrevenuesfromdataservicesQ12012-Q22023800700600500400300200100011Description:Inthesecondquarterof2023,retailrevenuegeneratedbymobiledataservicesintheUnitedKingdom(UK)amountedto371millionBritishpounds,anincreaseonthesameperiodin2022.

ReadmoreNote(s):UnitedKingdom;1stquarter2012to2ndquarter2023Source(s):OfcomRetailrevenuefrommobiletelephonyintheUnitedKingdom(UK)from1stquarter2020to2ndquarter2023,byservicetype(inmillionGBP)UKmobilenetwork:Quarterlymobilerevenue,byservicetypeQ12020-Q22023AccessandbundleservicesInternationalcallsUKfixedcallsOthercallsOn-netmobilecallsSMSandMMSOff-netmobilecallsDataservices4,0003,5003,0002,5002,0001,5001,0005000Q12020

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Q2202312Description:Inthesecondquarterof2023,revenuefrommobileaccessandbundleservicesintheUnitedKingdom(UK)amountedtoover2.88billionBritishpounds.Totalretailmobiletelephonyrevenuewasaround3.47billionBritishpounds.

ReadmoreNote(s):UnitedKingdom;1stquarter2020to2ndquarter2023Source(s):OfcomTotalretailrevenuesgeneratedbySMSandMMSmessagesintheUnitedKingdom(UK)for2011to2022(inmillionGBP)UKmobilenetwork:annualretailrevenuesfromSMS&MMS2011-20223,0002,4712,5002,0001,5001,0005002,3751,8071,296773713645613574496440440020112012201320142015201620172018201920202021202213Description:In2022,theannualretailrevenuefromSMSandMMSmessagesintheUnitedKingdom(UK)amountedto440millionBritishpounds(GBP).From2011to2022therehasbeenasteadyyear-on-yeardecreasefrom2.47billionBritishpoundsin2011to440millionBritishpoundsin2022.ReadmoreNote(s):UnitedKingdom;2011to2022Source(s):OfcomMonthlyARPUthroughpost-paidmobilesubscribersintheUnitedKingdom(UK)from2007to2022(inGBP)MonthlyARPUthroughpost-paidmobilesubscribersintheUK2007-20224034.46353025201510532.0629.1727.7627.4826.6924.5623.5622.822.2421.8417.8417.0315.4814.86202214.63202102007200820092010201120122013201420152016201720182019202014Description:Themonthlyaveragerevenueperuser(ARPU)generatedthroughpost-paidmobilesubscribersintheUnitedKingdom(UK)in2022was14.86Britishpounds,slightincreaseonthepreviousperiod.

ReadmoreNote(s):UnitedKingdom;2007to2022Source(s):OfcomMonthlyARPUthroughpre-paidmobilesubscribersintheUnitedKingdom(UK)from2007to2022(inGBP)MonthlyARPUthroughpre-paidmobilesubscribersintheUK2007-202287.057.077.07765432106.285.945.95.515.215.155.054.974.964.924.844.784.67200720082009201020112012201320142015201620172018201920202021202215Description:Themonthlyaveragerevenueperuser(ARPU)generatedthroughpre-paidmobilesubscribersintheUnitedKingdom(UK)in2022was5.21Britishpounds,aslightincreaseonthepreviousyear.

ReadmoreNote(s):UnitedKingdom;2007to2022Source(s):OfcomCHAPTER

03ConsumptionDownloadspeedexperienceacrossmobilenetworksintheUnitedKingdom(UK)2023(inMbps)SpeedofdownloadbymobilenetworkintheUnitedKingdom2023Megabitspersecond2505101520303540455055EE47.73VodafoneO235.425.919.317Description:Asof2023,EEofferedthefastestmobiledownloadspeedsintheUnitedKingdom,withanaveragedownloadspeedaround48megabitspersecond(Mbps).Rankedsecondwas3,withadownloadspeedofaround35Mbps.

ReadmoreNote(s):UnitedKingdom;1December2022to28February2023Source(s):OpenSignalMonthlymobiledatatrafficonmobilenetworksintheUnitedKingdom(UK)from2011to2022(inmilliongigabytes)MonthlymobiledatatrafficintheUnitedKingdom(UK)2011-2022800700600500400300200725571.1415.9292211155.9105.572.9100044.328.919.79March2011

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June2020May2021May202218Description:ThestatisticshowsthetotalamountofdatauploadedanddownloadedonmobilenetworksintheUnitedKingdom(UK)forthemonthsshown.InthemonthofMay2022,themobiledatatrafficintheUKamountedtoover725petabytes,whichtranslatesto725milliongigabytesofmobiledata.ReadmoreNote(s):UnitedKingdom;2011to2022Source(s):OfcomBusinesscallvolumeoffixed-linecallstomobilenetworksintheUnitedKingdom(UK)from1stquarter2012to2ndquarter2023,bytelecomoperator(inmillionsofminutes)Callstomobiles:businesscallvolumeQ12012-Q22023,byUKnetworkoperatorBTVirginMediaOther1,6001,4001,2001,000800600400200019Description:Inthesecondquarterof2023,thevolumeofbusinessfixed-linecallstomobilesintheUnitedKingdom(UK),otherthanBritishTelecommunications(BT)andVirginMedia,amountedto442millionminutes,adecreaseofaround42millionminutesfromthepreviousquarter.ReadmoreNote(s):UnitedKingdom;1stquarter2012toQ22023Source(s):OfcomResidentialcallvolumeoffixed-linecallstomobilenetworksintheUnitedKingdom(UK)from1stquarter2012to2ndquarter2023,bytelecomoperator(inmillionsofminutes)Callstomobiles:ResidentialcallvolumeQ12012-Q22023,byUKnetworkoperatorBTVirginMediaOther1,2001,000800600400200020Description:Attheendofthesecondquarterof2023,theresidentialcallvolumeintheUnitedKingdom(UK)ofcallstomobilesbyoperatorsotherthanBritishTelecommunications(BT)andVirginMediaamountedto200millionminutes.ReadmoreNote(s):UnitedKingdom;1stquarter2012to2ndquarter2023Source(s):OfcomMobilecallsvolumeintheUnitedKingdom(UK)from1stquarter2012to2ndquarter2022,bycalltype(inbillionminutes)UKmobilenetwork:QuarterlycallvolumesQ12012-Q22022,bycalltypeUKfixedcallsOn-netmobilecallsOff-netmobilecallsInternationalcallsCallswhenroamingOthercalls605040302010021Description:Inthesecondquarterof2022,thevolumeofon-netmobilecallsintheUnitedKingdom(UK)amountedtoover12billionminutes.Off-netmobilecallshaveincreasedthemost,nearlydoublingfromunder11billionminutesinthefirstquarterof2012tounder20billionminutesinthesecondquarterof2022.ReadmoreNote(s):UnitedKingdom;1stquarter2012to2ndquarter2022Source(s):OfcomSMSandMMSmessagessentintheUnitedKingdom(UK)from2012to2022(inbillions)OutgoingSMS&MMSmessagesintheUnitedKingdom(UK)2012-2022160150.8314012010080129.44109.53101.0191.278.7974.1165.046048.68202040.86202136.442022402002012201320142015201620172018201922Description:ThenumberofoutgoingSMSandMMSmessagessentintheUnitedKingdom(UK)hasfallensignificantlyinrecentyears,fromover150billionin2012toaround36billionin2022.ReadmoreNote(s):UnitedKingdom;2012to2022Source(s):OfcomAveragemonthlypost-paidmobilevoiceminutesperpay-monthlycustomersintheUnitedKingdom(UK)from2008to2022Monthlymobilevoiceminutesperpay-monthlycustomersintheUK2008-2022300245.9625020015010050236227.98221.58220.56219.82218.4217.33216.92213.7721002012201320142015201620172018201920202021202223Description:Onaverage,post-paidmobilecustomersintheUnitedKingdommade210minutesworthofcallspermonthin2022,downfrom236minutesin2022.ReadmoreNote(s):UnitedKingdom;2008to2022Source(s):OfcomAveragemonthlymobilevoiceminutesperpre-paidsubscriberintheUnitedKingdom(UK)from2012to2022Averagemonthlymobilevoiceminutesperpre-paidsubscriberintheUK2012-2022100908884.48838071.7567.247061.0359.4857.4605040302010054.4154.4653.462012201320142015201620172018201920202021202224Description:Onaverage,pre-paymobilecustomersintheUKmadearound83minutesofmobilecallspermonthin2022,downfrom88minutesin2021.ReadmoreNote(s):UnitedKingdom;2008to2022Source(s):OfcomCHAPTER

04CompaniesMarketshareofleadingmobiledevicevendorsintheUnitedKingdom(UK)from2012to2022MarketshareofmobiledevicevendorsintheUK2012-2022AppleSamsungRIMHuaweiSonyHTCOther/Unknown60%50%40%30%20%10%0%2012201320142015201620172018201920202021202226Description:AppleleadthemobiledevicemarketintheUnitedKingdom(UK)in2022,holdingover50percentofthemarketshare.Samsungcameinsecondwithover30percentoftheUKmarketshare.BothtopvendorswerewellbeyondtherestofmobiledevicevendorsintheUKsuchasHuawei,whichcameinthirdplaceholdingunderfivepercentofthemarketshare,adecreasefrompreviousyears.ReadmoreNote(s):UnitedKingdom;2012to2022Source(s):StatCounterMostvaluabletelecommunicationsbrandsintheUnitedKingdom(UK)in2020and2022(inmillionU.S.dollars)MostvaluabletelecommunicationsbrandsintheUK2020-2022BrandvalueinmillionU.S.dollars2022

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202010,00005,00015,00020,00025,00019,50619,25219,121Vodafone11,956Sky39,0089,2736,6156,735O2BT5,4886,3165,7555,94727Description:ThemostvaluabletelecommunicationsbrandintheUnitedKingdom(UK)from2020to2022wasVodafone,withabrandvalueofroughly19.5billionU.S.dollarsin2022.ThesecondmostvaluabletelecomcompanyintheUKduringthatsametimeperiodwasSky.Dataforthecompanies3,O2,andBTwerenotavailablefor2022.ReadmoreNote(s):UnitedKingdom;2020to2022Source(s):BrandFinanceRevenueoftheVodafoneGroupintheUnitedKingdom(UK)from2014to2023(inmillioneuros)VodafonerevenueintheUnitedKingdom(UK)2014-20239,0008,4287,9168,0007,0006,0005,0004,0003,0002,0001,00007,0786,9256,8246,5896,4846,2486,2726,151201420152016201720182019202020212022202328Description:VodafoneincreasedslightlyitsrevenuegeneratedintheUnitedKingdom(UK)overallfrom2014to2023,fromapproximately6.2billioneurostoaround6.8billioneuros.Thiscomesdespitethehighseenin2016,whenthecompanygenerated8.43billioneurosintheUK.ReadmoreNote(s):UnitedKingdom;2014to2023Source(s):VodafoneRevenueofSkyinthefiscalyears2007to2022(inbillionGBP)Sky'sannualrevenue2007-2022181616.4614.2413.8213.613.39141210812.911.979.997.457.246.796.65.7165.164.774.39420200720082009201020112012201320142015201620172018201920202021202229Description:Inthefiscalyear2022,theBritishpayTVoperatorSkygeneratedarevenueofapproximately14.2billionBritishpounds.Thismarksandecreasefromthepreviousfiscalyear,whenarevenueofover16billionBritishpoundswasgenerated.

ReadmoreNote(s):Worldwide;2006to2022Source(s):ComcastRevenueof3UKLimited(ThreeUK)in2020and2021(inmillionGBP)RevenueofThreeUK2020-20213,0002,5202,4442,5002,0001,5001,0005002,355020202021202230Description:In2022,theBritishtelecommunicationsprovider3UKLimited,orThreeUK,sawathreepercentannualgrowthfromthepreviousyear,goingfromaround2.4billionBritishpoundstoapproximately2.5billionBritishpoun