韩国电信行业市场前景及投资研究报告-外文版培训课件联通电信

INDUSTRIES

&

MARKETSTelecommunicationsindustryinSouthKoreaCHAPTER

01OverviewOwnershiprateofsmartphonesinSouthKoreafrom2011to2023SmartphoneownershipinSouthKorea2011-2023100%94.8%94.2%92.8%91%88.5%87.2%90%80%70%60%50%40%30%20%10%0%84.8%81.6%77.6%73.4%66.2%49.3%21.6%20112012201320142015201620172018201920202021202220233Description:AccordingtoasurveyconductedinSouthKoreain2023,around94.8percentofrespondentsstatedthattheyownedasmartphone,upfromaround22percentin2011.ꢀAdigitallifeThehighsmartphonepenetrationrateamongSouthKoreansisbynomeansasurprise.InthehomelandofsmartphonegiantSamsungsmartphonesareanintegralpartofeverydaylives.Fromonlineshoppingtocommunication,mobileticketstomobilepayment,smartphoneshavefoundtheirplaceinalmost[...]

ReadmoreNote(s):SouthKorea;2011to2023;5,666respondents;6yearsandolderSource(s):KISDIDistributionofmobilephoneownershipinSouthKoreain2023,bydevicetypeMobilephoneownershipdistributionSouthKorea2023,bydevicetypeShareofrespondents30%0%10%20%40%50%50.4%60%5GsmartphoneLTE-AsmartphoneLTEsmartphone3Gfeaturephone3Gsmartphone2GfeaturephoneKids'phone35.6%9.6%2.8%0.9%0.4%0.3%4Description:In2023,about50.4percentofsurveyedsmartphoneownersinSouthKoreahada5Gsmartphone.Alittleover35percenthadLTE-Asmartphones.Thatyear,94.8percentofallsurveyrespondentsstatedthattheyhadasmartphone.

ReadmoreNote(s):SouthKorea;2023;5,666respondents;6yearsandolderSource(s):KISDISTATMobilephoneinternetuserpenetrationinSouthKoreafrom2019to2029SouthKorea:mobilephoneinternetuserpenetration2019-2029100%92.64%93.09%93.27%93.44%93.59%92.07%92.37%92.88%91.28%91.71%90.73%90%80%70%60%50%40%30%20%10%0%201920202021202220232024202520262027202820295Description:ThepopulationsharewithmobileinternetaccessinSouthKoreawasforecasttocontinuouslyincreasebetween2024and2029byintotalonepercentagepoints.Afterthetenthconsecutiveincreasingyear,themobileinternetpenetrationisestimatedtoreach93.59percentandthereforeanewpeakin2029.Notably,thepopulationsharewithmobileinternetaccessofwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):SouthKorea;2019to2029Source(s):DigitalMarketInsightsMarketshareofmobilephoneserviceprovidersbasedonusernumbersinSouthKoreain2023MarketshareofmobilephoneserviceprovidersSouthKorea2023LGU+23.1%KT28.5%SKTelecom48.4%6Description:In2023alittleover48percentofmobilephoneservicesubscribersinSouthKoreausedservicesprovidedbySKTelecom.InSouthKorea,KTCorporation,SKTelecom,andLGU+arethemaintelecommunicationcompaniesthatprovidemobilephoneservices.However,inrecentyears,MobileVirtualNetworkOperator(MVNO)serviceswerealsoontherise.ReadmoreNote(s):SouthKorea;2023;includingMVNOservices*;*EachmobilecarrieralsohastheirownMobileVirtualNetworkOperator(MVNO)services.ReadmoreSource(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)MarketshareoflandlineserviceprovidersbasedonusernumbersinSouthKoreain2023MarketshareoflandlineserviceprovidersSouthKorea2023LGU+4.2%SKBroadband15.9%KT80%7/statistics/700455/south-korea-landline-market-shareIn2023,80percentoflandlineservicesubscribersinSouthKoreausedtheserviceprovidedbyKTCorporation.InSouthKorea,KTCorporation,SKbroadbandandLGU+arethethreemaintelecommunicationcompaniesthatprovidelandlineservices.ReadmoreNote(s):SouthKorea;2023Source(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)Marketshareofhigh-speedinternetserviceprovidersbasedonusernumbersinSouthKoreain2023Marketshareofhigh-speedinternetserviceprovidersSouthKorea2023SystemOperatorandother9.1%KT40.8%LGU+21.4%SKbroadband28.7%8Description:In2023,about40.8percentofhigh-speedinternetusersinSouthKoreausedinternetservicesprovidedbyKTCorporation.InSouthKorea,KTCorporation,SKbroadband,LGU+andothersystemoperatorssuchasCJHelloVisionandt-broadarethemaintelecommunicationcompaniesthatprovidehigh-speedinternetservices.ReadmoreNote(s):SouthKorea;2023Source(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)CHAPTER

02KTCorporationSalesrevenueofKTCorporationfrom2014to2023(intrillionSouthKoreanwon)SalesrevenueofKTCorporation2014-2023302526.3825.6524.924.3423.9223.4223.3923.4622.7422.2820151050201420152016201720182019202020212022202310Description:In2023,therevenueofKTCorporationamountedtoabout26.38trillionSouthKoreanwon.KTCorporationisoneofthethreemaintelecommunicationserviceprovidersinSouthKorea.

ReadmoreNote(s):SouthKorea;2014to2023;consolidatedSource(s):DART;KTCorporationOperatingprofitofKTCorporationfrom2014to2023(intrillionSouthKoreanwon)OperatingprofitofKTCorporation2014-20232.01.51.691.671.651.441.381.291.261.181.161.00.50.0-0.5-1.0-0.41201420152016201720182019202020212022202311Description:In2023,theoperatingprofitofKTCorporationamountedtoabout1.65trillionSouthKoreanwon.KTCorporationisoneofthethreemaintelecommunicationserviceprovidersinSouthKorea.ReadmoreNote(s):SouthKorea;2014to2023;consolidatedSource(s):DART;KTCorporationTotalassetsofKTCorporationfrom2014to2023(intrillionSouthKoreanwon)TotalassetsofKTCorporation2014-2023454042.7140.9837.1634.5433.7833.66353025201510532.1930.5929.5829.340201420152016201720182019202020212022202312Description:In2023,thetotalassetsofKTCorporationamountedtoaround42.7trillionSouthKoreanwon.KTCorporationisoneofthethreemaintelecommunicationserviceprovidersinSouthKorea.

ReadmoreNote(s):SouthKorea;2014to2023;consolidatedSource(s):DART;KTCorporationMarketshareofKTCorporationinmobilephoneservicesbasedonusernumbersinSouthKoreafrom2014to2023MarketshareofKTmobilephoneservicesSouthKorea2014-202335%31.6%31.6%31.4%31.2%31%30.9%30.6%30.4%30%30%25%20%15%10%5%28.5%0%201420152016201720182019202020212022202313Description:In2023,about28.5percentofmobilephoneservicesubscribersinSouthKoreausedservicesprovidedbyKTCorporation.InSouthKorea,KTCorporation,SKtelecomandLGU+arethemaintelecommunicationcompaniesthatprovidemobilephoneservicesalongsideMobileVirtualNetworkOperators(MVNO).ReadmoreNote(s):SouthKorea;2014to2023;includingMVNOservicesSource(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)MarketshareofKTCorporationinlandlineservicesbasedonusernumbersinSouthKoreafrom2014to2023MarketshareofKTinlandlineservicesSouthKorea2014-202390%81.1%80.8%80.8%80.7%80.6%80.6%80.5%80.6%80.2%80%80%70%60%50%40%30%20%10%0%201420152016201720182019202020212022202314Description:In2023,about80percentoflandlineservicesubscribersinSouthKoreausedtheserviceprovidedbyKTCorporation.Thiswasthelowestmarketsharerecordedduringthepastdecade.InSouthKorea,KTCorporation,SKbroadbandandLGU+arethethreemaintelecommunicationcompaniesthatprovidelandlineservices.ReadmoreNote(s):SouthKorea;2014to2023Source(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)MarketshareofKTCorporationinhigh-speedinternetservicesbasedonusernumbersinSouthKoreafrom2014to2023MarketshareofKTinhigh-speedinternetservicesSouthKorea2014-202345%42.3%41.6%41.4%41.3%41.1%41.2%41.3%41%40.9%40.8%40%35%30%25%20%15%10%5%0%201420152016201720182019202020212022202315Description:In2023,about40.8percentofthehigh-speedinternetusersinSouthKoreausedservicesprovidedbyKTCorporation.InSouthKorea,KTCorporation,SKbroadband,LGU+andothersystemoperatorssuchasCJHelloVisionandt-broadarethemaintelecommunicationcompaniesthatprovidehigh-speedinternetservices.ReadmoreNote(s):SouthKorea;2014to2023Source(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)CHAPTER

03SKTelecomSalesrevenueofSKTelecomfrom2014to2023(intrillionSouthKoreanwon)SalesrevenueofSKTelecom2014-20232017.5217.6117.31816141210817.1617.1417.0916.8716.7516.0915.426420201420152016201720182019202020212022202317Description:In2023,SKTelecom'ssalesrevenueamountedtoaround17.6trillionSouthKoreanwon.InSouthKorea,SKTelecom,KTCorporationandLGU+arethemaintelecommunicationcompaniesthatprovidemobilephoneservices.

ReadmoreNote(s):SouthKorea;2014to2023;consolidatedSource(s):DART;SKTelecomOperatingprofitofSKTelecomfrom2014to2023(intrillionSouthKoreanwon)OperatingprofitofSKTelecom2014-20232.01.831.751.81.61.41.21.00.80.60.40.20.01.711.611.541.541.391.251.21.04201420152016201720182019202020212022202318Description:In2023,SKTelecom'soperatingprofitamountedtoapproximately1.75trillionSouthKoreanwon.SKTelecomisoneofthethreemaintelecommunicationcompaniesinSouthKoreathatprovidemobilephoneservices,alongwithKTCorporationandLGU+.ReadmoreNote(s):SouthKorea;2014to2023;consolidatedSource(s):DART;SKTelecomTotalassetsofSKTelecomfrom2014to2023(intrillionSouthKoreanwon)TotalassetsofSKTelecom2014-202360504047.9145.242.3733.4331.331.3130.9130.1228.5827.943020100201420152016201720182019202020212022202319Description:In2023,SKTelecom'stotalassetsamountedtoaround30.12trillionSouthKoreanwon.InSouthKorea,SKTelecom,KTCorporation,andLGU+arethemaintelecommunicationcompaniesthatprovidemobilephoneservices.

ReadmoreNote(s):SouthKorea;2014to2023;consolidatedSource(s):DART;SKTelecomMarketshareofSKtelecominmobilephoneservicesbasedonusernumbersinSouthKoreafrom2014to2023MarketshareofSKtelecommobilephoneservicesSouthKorea2014-202360%50.2%49.4%49.1%48.2%48.4%50%40%30%20%10%0%47.2%46.4%45.1%44.3%43.2%201420152016201720182019202020212022202320Description:In2023,over48.4percentofmobilephoneservicesubscribersinSouthKoreausedSKtelecomastheirmobilecarrierservice.InSouthKorea,KTCorporation,SKtelecomandLGU+arethemaintelecommunicationcompaniesthatprovidemobilephoneservicesalongsideMobileVirtualNetworkOperators(MVNO).ReadmoreNote(s):SouthKorea;2014to2023;includingMVNOservicesSource(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)MarketshareofSKbroadbandinlandlineservicesbasedonusernumbersinSouthKoreafrom2014to2023MarketshareofSKbroadbandinlandlineservicesSouthKorea2014-202318%16.3%16.2%16.1%16%15.9%15.7%15.7%15.6%15.4%15.4%16%14%12%10%8%6%4%2%0%201420152016201720182019202020212022202321Description:In2023,around15.9percentoflandlineservicesubscribersinSouthKoreausedtheserviceprovidedbySKbroadband.Thiswasthethirdyearofconsecutivegrowthinmarketshareforthecompany.InSouthKorea,KTCorporation,SKbroadbandandLGU+arethemaintelecommunicationcompaniesthatprovidelandlineservices.ReadmoreNote(s):SouthKorea;2014to2023Source(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)MarketshareofSKbroadbandinhigh-speedinternetservicesbasedonusernumbersinSouthKoreafrom2014to2023MarketshareofSKbroadbandinhigh-speedinternetservicesSouthKorea2014-202335%30%29%28.7%28.7%28.5%25.6%25.4%25.1%25.1%24.9%24.6%25%20%15%10%5%0%201420152016201720182019202020212022202322Description:In2023,around28.7percentofhigh-speedinternetusersinSouthKoreausedSKbroadbandastheirinternetprovider.Thiswasthesecond-highestmarketsharerecordedinrecentyears.InSouthKorea,KTCorporation,SKbroadband,LGU+andothersystemoperatorssuchasCJHelloVisionandt-broadarethemaintelecommunicationcompaniesthatprovidehigh-speedinternetservices.ReadmoreNote(s):SouthKorea;2014to2023Source(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)CHAPTER

04LGU+SalesrevenueofLGU+from2014to2023(intrillionSouthKoreanwon)SalesrevenueofLGU+2014-20231614.3713.8513.91141210813.4212.3811.8811.7311.451110.86420201420152016201720182019202020212022202324Description:In2023,thesalesrevenueofLGUplusamountedtoabout14.4trillionSouthKoreanwon.Thiswasthehighestfigurerecordedduringthesurveyedperiod.LGUplus,stylizedasLGU+,isoneofthemaintelecommunicationservicesprovidersinSouthKoreaalongsideSKTelecomandKTCorporation.ReadmoreNote(s):SouthKorea;2014to2023;consolidatedSource(s):DART;LGUplusOperatingprofitofLGU+from2014to2023(inbillionSouthKoreanwon)OperatingprofitofLGU+2014-20231,2001,081.26998.03979.011,0008006004002000886.15826.3746.48740.73686.24632.33576.34201420152016201720182019202020212022202325Description:In2023,theoperatingprofitofLGUplusamountedtoabout998billionSouthKoreanwon.LGUplus,stylizedasLGU+,isoneofthemaintelecommunicationservicesprovidersinSouthKoreaalongwithSKTelecomandKTCorporation.

ReadmoreNote(s):SouthKorea;2014to2023;consolidatedSource(s):DART;LGUplusTotalassetsofLGU+from2014to2023(intrillionSouthKoreanwon)TotalassetsofLGU+2014-20232520.119.7719.37201510518.3517.9413.9412.0111.9511.9911.940201420152016201720182019202020212022202326Description:In2023,thetotalassetsofLGUplusamountedtoabout20.1trillionSouthKoreanwon.LGUplus,stylizedasLGU+,isoneofthemaintelecommunicationservicesprovidersinSouthKoreaalongwithSKTelecomandKTCorporation.

ReadmoreNote(s):SouthKorea;2014to2023;consolidatedSource(s):DART;LGUplusMarketshareofLGU+inmobilephoneservicesbasedonusernumbersinSouthKoreafrom2014to2023MarketshareofLGU+mobilephoneservicesinSouthKorea2014-202330%25%25.9%24.7%23.5%23.1%22%21.2%20.6%20.2%20.3%19.8%20%15%10%5%0%201420152016201720182019202020212022202327Description:In2023,about23.1percentofmobilephoneservicesubscribersinSouthKoreausedLGU+carrierservices.Thiswasadecreasefromthepreviousyear,whichhadthehighestrecordedmarketshareduringthesurveyedperiod.InSouthKorea,KTCorporation,SKtelecomandLGU+arethemaintelecommunicationcompaniesthatprovidemobilephoneservicesalongsideMobileVirtualNetworkOperators(MVNO).ReadmoreNote(s):SouthKorea;2014to2023;excludingMVNOservicesubscribersSource(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)MarketshareofLGU+inlandlineservicesbasedonusernumbersinSouthKoreafrom2014to2023MarketshareofLGU+inlandlineservicesSouthKorea2014-20234.5%4.2%4.1%3.9%4.0%3.8%3.7%3.6%3.4%3.5%3.0%2.5%2.0%1.5%1.0%0.5%0.0%3.2%3.1%2.9%201420152016201720182019202020212022202328Description:In2023,about4.2percentoflandlineservicesubscribersinSouthKoreausedtheserviceprovidedbyLGU+.Thecompany'smarketsharehasslightlyincreasedannuallyinrecentyears.InSouthKorea,KTCorporation,SKbroadbandandLGU+arethemaintelecommunicationcompaniesthatprovidelandlineservices.ReadmoreNote(s):SouthKorea;2014to2023Source(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)MarketshareofLGU+inhigh-speedinternetservicesbasedonusernumbersinSouthKoreafrom2014to2023MarketshareofLGU+inhigh-speedinternetservicesSouthKorea2014-202325%21.4%21%20.7%20.3%19.6%20%15%10%5%18.9%18.2%17.7%17.4%15.7%0%201420152016201720182019202020212022202329Description:In2023,about21.4percentofthehigh-speedinternetusersinSouthKoreausedservicesprovidedbyLGU+.Thecompany'smarketsharecontinuedtogrowovertheyears.InSouthKorea,KTCorporation,SKbroadband,LGU+andothersystemoperatorssuchasCJHelloVisionandt-broadarethemaintelecommunicationcompaniesthatprovidehigh-speedinternetservices.ReadmoreNote(s):SouthKorea;2014to2023Source(s):DART;KTCorporation;MinistryofScienceandICT(SouthKorea)CHAPTER

05MVNOcustomersNumberofmobilevirtualnetworkoperators(MVNOs)mobilecellularsubscribersinSouthKoreafrom2014to2023(inmillions)NumberofMVNOmobilephonesubscribersSouthKorea2014-202318161415.8512.831210.361089.117.997.757.526.845.9264.58420201420152016201720182019202020212022202331Description:In2023,therewereapproximately15.85millionpeoplesubscribedtoMVNOservicesinSouthKorea.ThisfigurewasthehighestrecordednumberduringthesurveyedperiodandhighlightsthesteadygrowthofsuchservicesintheSouthKoreantelecommunicationsmarket.MVNOstandsformobilevirtualnetworkoperatorsandaremobiletelephoneservicesprovidersthatdonothaveallocationofspectrumortheirownwirelessnetwork.

ReadmoreNote(s):SouthKorea;2014to2023Source(s):MinistryofScienceandICT(SouthKorea)ShareofMobileVirtualNetwork(MVNO)usersinSouthKoreafrom2017to2022,byagegroupMVNOusersSouthKorea2017-2022,byagegroup14-19yearsold20-29yearsold30-39yearsold40-49yearsold50-59yearsold100%90%80%70%60%50%40%30%20%10%0%20172018201920202021202232/statistics/1245189/south-korea-mvno-users-by-age-gr