法国电信行业市场前景及投资研究报告-外文版培训课件移动联通

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MARKETSTelecomsinFranceCHAPTER

01OverviewRevenueofthecommunicationservicesmarketworldwidefrom2017to2028(intrillionU.S.dollars)Revenueofthecommunicationservicesindustryworldwide2017-20281.81.581.551.61.521.491.461.431.41.371.341.41.21.00.80.60.40.20.01.321.321.32017201820192020202120222023202420252026202720284Description:Theglobalindicator'Revenuebymarket'inthecommunicationservicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal0.2trillionU.S.dollars(+13.99percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.58trillionU.S.dollarsandthereforeanewpeakin2028.Notably,theindicator'Revenuebymarket'ofthecommunicationservicesmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsRealtotalconsumerspendingoncommunicationinEuropefrom2014to2029(inmillionU.S.dollars)RealtotalconsumerspendingoncommunicationinEurope2014-2029500,000450,000400,000350,000300,000250,000200,000150,000100,00050,000020142015201620172018201920202021202220232024202520262027202820295Description:TherealtotalconsumerspendingoncommunicationinEuropewasforecasttoincreasebetween2024and2029byintotal53billionU.S.dollars(+13.3percent).Thisoverallincreasedoesnothappencontinuously,notablynotin2028.Therealcommunication-relatedspendingisestimatedtoamountto451.5billionU.S.dollarsin2029.Notably,therealtotalconsumerspendingoncommunicationofwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Europe;2014to2029;allvaluesareestimatesSource(s):RealpercapitaconsumerspendingoncommunicationinEuropefrom2014to2029(inU.S.dollars)RealpercapitaconsumerspendingoncommunicationinEurope2014-2029600500400300200100020142015201620172018201920202021202220232024202520262027202820296Description:TherealpercapitaconsumerspendingoncommunicationinEuropewasforecasttoincreasebetween2024and2029byintotal63.9U.S.dollars(+13.53percent).Thisoverallincreasedoesnothappencontinuously,notablynotin2028.Therealcommunication-relatedpercapitaspendingisestimatedtoamountto536U.S.dollarsin2029.Notably,therealpercapitaconsumerspendingoncommunicationofwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Europe;2014to2029;allvaluesareestimatesSource(s):AnnualturnoverofthetelecommunicationsindustryinFrancefrom2013to2022(inmillioneuros)TurnoverofthetelecommunicationsindustryinFrance2013-202280,00070,00067,093.7464,182.763,401.262,622.4861,573.961,918.861,428.560,394.559,06257,869.760,00050,00040,00030,00020,00010,000020132014b2015b20162017b2018201920202021b2022p7Description:In2022,theturnoverofthetelecommunicationsindustryinFranceincreasedby4.5billioneuros(+7.14percent)since2021.With67.1billioneuros,theturnovertherebyreacheditshighestvalueintheobservedperiod.

ReadmoreNote(s):France;2013to2022Source(s):EurostatAnnualrevenueofthetelecommunicationsmarketinFrancefrom2018to2023,bysegment(inbillioneuros)RevenueofthetelecomsmarketinFrance2018-2023,bysegmentFixedtelephonyMobileservicesInternetanddata35302520151050201820192020202120222023*8Description:In2023,therevenueofthetelecommunicationsmarketinFrancewasforecasttoamountto32.6billioneuros,aslightincreasecomparedtothepreviousyear.Fixed-telephonyrevenuesdecreasedovertheyears,from3billioneurosin2018so1.4billioneurosexpectedin2023.Bycontrast,themobileservicesandinternetanddatasegmentsgrewsteadily,bothreaching15.6billioneurosin2023.ReadmoreNote(s):France;2018to2023;*Forecast.ReadmoreSource(s):HumAppRevenueoftelecommunicationsoperatorsinFrancefrom4thquarter2018to4thquarter2023,bysegment(inbillioneuros)RevenueoftelecomsoperatorsinFrance2018-2023,bysegmentFixedservicesMobileservicesValue-addedservicesAdditionalincome12.010.08.06.04.02.00.0Q4'18

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Q4'239Description:Inthefourthquarterof2023,therevenueoftelecomsoperatorsinFrancetotaledapproximately9.7billioneuros,aslightincreasecomparedtothepreviousyear.Fixedservicesconstitutedthelargestsegment,withrevenuesamounting4.3billioneurosinthelastquarterof2023.ReadmoreNote(s):France;Q42018toQ42023Source(s):ARCEPCHAPTER

02Fixed-lineNumberoffixedtelephonesubscriptionsinFrancefrom2000to2022(inmillions)FixedtelephonesubscriptionsinFrance2000-20224540353025201510502000

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202211Description:ThenumberoffixedtelephonesubscriptionsinFrancehasfluctuatedsince2000.In2022,therewerearound37.7millionfixedtelephonelinesinFrance,whichtranslatedintoapenetrationrateofapproximately58percent.ReadmoreNote(s):France;2000to2022Source(s):ITUNumberoffixedtelephonesubscriptionsper100inhabitantsinFrancefrom2000to2022Fixedtelephonesubscriptionsper100inhabitantsinFrance2000-20227060504030201002000

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202212Description:ThenumberoffixedtelephonesubscriptionsinFrancehasfluctuatedsince2000.In2022,therewere58.4fixedtelephonesubscriptionsper100inhabitantsinFrance,whichtranslatedintonearly37.7millionsubscriptionsintotal.ReadmoreNote(s):France;2000to2022Source(s):ITUNumberoffixedtelephonesubscriptionsinFrancefrom4thquarter2018to4thquarter2023,bytype(inmillions)NumberoffixedtelephonesubscriptionsinFrance2018-2023,bytypeVoB/OthertechnologiesVoB/DSLLowspeed454035302520151050Q4'18

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Q4'2313Description:Inthefourthquarterof2023,thenumberoflandlinetelephonesubscriptionsinFrancereachedover37millions,over60percentofwhichwereVoiceoverBroadband(VoB)orothertechnologiessubscriptions.Ontheotherhand,thenumberoflowspeedandDSLsubscriptionsinFrancehavesteadilydecreasedinrecentyears.ReadmoreNote(s):France;Q42018toQ42023Source(s):ARCEPNumberoffixedbroadbandsubscriptionsinFrancefrom2000to2022(inmillions)NumberoffixedbroadbandsubscriptionsinFrance2000-20223530252031.9331.4930.6329.7629.128.4827.6826.8725.9724.9423.9822.7521.3419.8517.8315.751512.719.471056.563.571.660.60.202000

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202214/statistics/1466199/number-of-fixed-broadband-subscriptions-franceThenumberoffixedbroadbandsubscriptionsinFrancehassignificantlyincreasedbetween2000and2022.In2022,therewerenearly32millionfixedbroadbandsubscriptionsinFrance,whichtranslatedintoapenetrationrateofalmost50percent.

ReadmoreNote(s):France;2000to2022Source(s):ITUNumberoffixedbroadbandsubscriptionsper100inhabitantsinFrancefrom2000to2022Fixedbroadbandsubscriptionsper100inhabitantsinFrance2000-202260504030201002000

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202215Description:ThefixedbroadbandpenetrationinFrancehasgrownsignificantlysince2000.In2022,therewerenearly50fixedbroadbandsubscriptionsper100inhabitantsinFrance,whichtranslatedintoaround32millionsubscriptionsintotal.ReadmoreNote(s):France;2000to2022Source(s):ITUNumberofhighspeedinternetsubscriptionsinFrancefrom4thquarter2018to4thquarter2023,bytype(inmillions)NumberofhighspeedinternetsubscriptionsinFrance2018-2023,bytypeHighspeedFttH/FttO/FttE/FttpOtherveryhighspeedaccess35302520151050Q4'18

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Q4'2316Description:Inthefourthquarterof2023,thenumberofhighspeedinternetsubscriptionsinFrancereachedover32millions,morethantwo-thirdsofwhichwerefiber-to-the-premisessubscriptions.Ontheotherhand,thenumberofhighspeedinternetsubscriptionsinFrancehavesteadilydecreasedinrecentyears.ReadmoreNote(s):France;Q42018toQ42023Source(s):ARCEPCHAPTER

03MobileNumberofmobilecellularsubscriptionsinFrancefrom2000to2022(inmillions)NumberofmobilecellularsubscriptionsinFrance2000-202290807060504030201002000

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202218Description:ThenumberofmobilecellularsubscriptionsinFrancehassignificantlyincreasedsince2000.In2022,therewerenearly76.1millionmobilecellularsubscriptionsinFrance,whichtranslatedinto119subscriptionsper100inhabitants.ReadmoreNote(s):France;2000to2022Source(s):ITUNumberofmobilecellularsubscriptionsper100inhabitantsinFrancefrom2000to2022Mobile-cellularsubscriptionsper100inhabitantsinFrance2000-20221401201008060402002000

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202219Description:Thenumberofmobilecellularsubscriptionsper100inhabitantsinFrancehassignificantlyincreasedsince2000.In2022,therewerenearly119mobilecellularsubscriptionsper100inhabitantsinFrance,whichtranslatedintoaround77millionsubscriptionsintotal.ReadmoreNote(s):France;2000to2022Source(s):ITUNumberofactiveSIMcardsinFrancefrom4thquarter2018to4thquarter2023,bytype(inmillions)NumberofactiveSIMcardsinFrance2018-2023,bytypeSubscriptionsandpackagesPrepaidcards9080706050403020100Q4'18

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Q4'2320Description:Inthefourthquarterof2023,thenumberofactiveSIMcardsinFrancereachedover83millions,thevastmajoritybeingpartofsubscriptionsandpackages.Ontheotherhand,thenumberofprepaidSIMcardsinFrancehavesteadilydecreasedinrecentyears.ReadmoreNote(s):France;Q42018toQ42023Source(s):ARCEPMobiletelephonytrafficinFrancefrom4thquarter2022to4thquarter2023,bysubscriptiontype(inmillionsofminutes)MobiletelephonytrafficinFrance2022-2023,bytypeSubscriptionsandpackagesPrepaidcards60,00050,00040,00030,00020,00010,0000Q4'22Q1'23Q2'23Q3'23Q4'2321Description:Inthefourthquarterof2023,themobiletelephonytrafficinFrancetotaledover50billionminutes,thevastmajoritybeingpartofsubscriptionsandpackages.Overall,themobiletelephonytrafficvolumeinFrancehasfluctuatedsince2022.ReadmoreNote(s):France;Q42022toQ42023Source(s):ARCEPNumberofactiveSIMcardsinFrancefrom4thquarter2018to4thquarter2023,bytypeofnetwork(inmillions)NumberofactiveSIMcardsinFrance2018-2023,bynetworktypeActive4GnetworkActive5Gnetwork1009080706050403020100Q4'18

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Q4'2322Description:Inthefourthquarterof2023,thenumberofactiveSIMcardson4Gand5GnetworksinFrancereachednearly87millions,thevastmajoritybeingactiveon4Gnetworks.Nevertheless,thenumberofactiveSIMcardshasbeengrowingrapidlyinrecentyears,fromhalfamillionatthestartof2021to14millionsattheendof2023.ReadmoreNote(s):France;Q42018toQ42023Source(s):ARCEPCHAPTER

04CompaniesAnnualrevenueofOrangeinFrancefrom2018to2023(inbillioneuros)RevenueofOrangeinFrance2018-202320181614121018.4618.2118.1718.1817.9817.738642020182019202020212022202324Description:In2023,thetelecommunicationscompanyOrangegeneratedaround17.73billioneurosinrevenueinFrance.TherevenueofOrangeintheEuropeancountryhasfluctuatedoverrecentyearsandpeakedataround18.5billioneurosin2020.

ReadmoreNote(s):France;2016to2023Source(s):OrangeAnnualrevenueofOrangeinFrancefrom2018to2023(inbillioneuros),bysegmentRevenueofOrangeinFrance2018-2023,bysegmentRetailservices(B2C+B2B)WholesaleEquipmentsalesOtherrevenues20181614121080.491.410.510.651.190.711.230.751.320.671.391.355.345.55.85.314.944.51610.98201810.81201910.76202010.85202110.98202211escription:In2023,thetelecommunicationscompanyOrangegeneratedaround17.7billioneurosinrevenueinFrance.Itsretailservicessegmentaccountedforaround63percentofitstotalrevenue,ataround11.15billioneurosin2023.TherevenueofOrangeintheEuropeancountryhasfluctuatedoverrecentyearsandpeakedataround18.5billioneurosin2020.ReadmoreNote(s):France;2016to2023Source(s):OrangeAnnualrevenueofFreeMobileinFrancefrom2019to2023(inbillioneuros)RevenueofFreeMobileinFrance2019-202376.0465.565.254.915432102019202020212022202326Description:FreeMobile,ownedbytheIliadgroup,isoneofthefourmajortelecomsprovidersinFrance.In2023,FreeMobilegeneratedaroundsixbillioneurosinrevenueinFrance.Thecompany'srevenueintheEuropeancountryhasbeenincreasingsteadilyoverrecentyears.ReadmoreNote(s):France;2019to2023Source(s):IliadAnnualrevenueofFreeMobileinFrancefrom2019to2023,bysegment(inmillioneuros)RevenueofFreeMobileinFrance2019-2023,bysegmentServicesEquipmentEliminations7,0006,0005,0003242391741942294,0003,0002,0001,00005,7215,3225,0334,8184,689-6-7-12-6-6-1,0002019202020212022202327Description:FreeMobile,ownedbytheIliadgroup,isoneofthefourmajortelecomsprovidersinFrance.In2023,FreeMobilegeneratedaround5.7billioneurosthroughitsservicessegmentinFrance.Thecompany'srevenueintheEuropeancountryhasbeenincreasingsteadilyoverrecentyears.ReadmoreNote(s):France;2019to2023Source(s):IliadAnnualrevenueofSFRfrom2019to2023(inbillioneuros)RevenueofSFR2019-20231211.311.1611.0710.910.7510864202019202020212022202328Description:The"SociétéFrançaiseduRadiotéléphone"(SFR),ownedbytheAlticegroup,isoneofthefourmajortelecomsprovidersinFrance.In2023,SFRgeneratedaround11.16billioneuros,aslightdecreasecomparedtothepreviousyear.

ReadmoreNote(s):France;2019to2023Source(s):AlticeAnnualtelecomsrevenueofSFRfrom2019to2023,bysegment(inmillioneuros)TelecomsrevenueofSFR2019-2023,bysegmentResidentialservicesBusinessservicesEquipmentsales12,00073370972270010,0008,0006,0004,0002,00007043,7083,6543,7143,7393,5976,50820226,38520236,36220216,04420196,159202029Description:The"SociétéFrançaiseduRadiotéléphone"(SFR),ownedbytheAlticegroup,isoneofthefourmajortelecomsprovidersinFrance.In2023,SFRgeneratedaround6.4billioneurosthroughitsresidentialservicessegment,aslightdecreasecomparedtothepreviousyear.ReadmoreNote(s):France;2019to2023Source(s):AlticeAnnualrevenueofBouyguesTelecomfrom2018to2023(inbillioneuros)RevenueofBouyguesTelecom2018-20239876547.737.537.266.4432106.065.3420182019202020212022202330Description:In2023,BouyguesTelecom,thetelecommunicationscompanyownedbytheFrenchgroupBouygues,generatedaround7.73billioneuros.TherevenueofBouyguesTelecomhasincreasedoverrecentyears.

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05ConsumptionSmartphonebymobilecarrier/brandinFranceasofMarch2024Smartphonebymobilecarrier/brandinFrance2024Shareofrespondents0%5%10%15%20%FreeOrange22%20%BouyguesTelecomSFR16%13%REDbySFRB&You8%5%5%SoshLaPosteMobileNRJMobilePrixtel3%3%1%1%1%RéglomobileOtherDon'tknow1%32Description:WeaskedFrenchconsumersabout"Smartphonebymobilecarrier/brand"andfoundthat"Free"takesthetopspot,while"Réglomobile"isattheotherendoftheranking.ReadmoreNote(s):France;April2023toMarch2024;1957respondents;18-64years;respondentswhouseasmartphoneSource(s):ConsumerInsightsFrom0to10,howsatisfiedareyouwithyourtelecomsoperator?CustomersatisfactionlevelwithtelecomsoperatorsinFrancein202397.87.78765432107.57.3OrangeFreeMobileBouyguesTélécomSFR33Description:In2023,OrangewasthetelecomsoperatorinFrancewiththehighestlevelofcustomersatisfaction,reaching7.8outof10.TheoperatorFreeMobilefollowed,withacustomersatisfactionscoreof7.7outof10.

ReadmoreNote(s):France;2023;4,003respondentsSource(s):ARCEP;IFOPSatisfactionwithmobilecarrierinFranceasofMarch2024SatisfactionwithmobilecarrierinFrance2024Shareofrespondents0%5%10%15%20%25%30%35%40%38%45%44%VerysatisfiedSatisfiedNeithersatisfiednordissatisfiedDissatisfied11%3%VerydissatisfiedDon'tknow2%1%Noanswer2%34Description:38percentofFrenchrespondentsansweroursurveyon"Satisfactionwithmobilecarrier"with"Verysatisfied".Thesurveywasconductedin2024,among1,945consumers.

ReadmoreNote(s):France;April2023toMarch2024;1945respondents;18-64years;respondentswhouseasmartphoneandhaveamobiledataplanSource(s):ConsumerInsightsWillingnesstochangemobilecarrierinFranceasofMarch2024WillingnesstochangemobilecarrierinFrance2024Shareofrespondents0%5%10%15%20%25%VerylikelyLikely11%18%NeitherlikelynorunlikelyUnlikely22%19%Veryunlikely25%Don'tknow3%Noanswer2%35Description:11percentofFrenchrespondentsansweroursurveyon"Willingnesstochangemobilecarrier"with"Verylikely".Thesurveywasconductedin2024,among1,945consumers.

ReadmoreNote(s):France;April2023toMarch2024;1945respondents;18-64years;respondentswhouseasmartphoneandhaveamobiledataplanSource(s):ConsumerInsightsProblemsfacedbytelecomscustomersinFrancein2023,bytypeofserviceIssuesfacedbytelecomscustomersinFrance2023,bytypeofserviceFixedMobile45%39%40%35%30%25%20%15%10%5%29%25%18%9%8%7%7%6%3%0%ServicequalityFraudandunwantedcallsSubscriptionandconnectionContractandbillingOther36Description:In2023,themostcommonproblemsfacedbyfixedtelecomsservicesinFrancewereservicequalityissues,highlightedbynearly40percentofrespondents.Withregardtomobileservices,almost30percentofrespondentshadexperiencedfraudorunwantedcalls.ReadmoreNote(s):France;2023;4,003respondentsSource(s):ARCEP;IFOPCHAPTER

06Specialfocus:5GPopulationcoverageof5GservicesinEuropeanUnion(EU)countriesasofSeptember20235GpopulationcoverageinEuropeanUnion(EU)countries2023Populationcoverage60%0%20%40%80%100%120%CyprusMaltaNetherlandsItaly100%100%100%99.7%DenmarkFinlandGermanyLuxembourgAustria97.8%94.7%93.2%93.2%91.7%90.1%88.8%85.7%83.9%LithuaniaFranceGreeceIreland38Description:Cyprus,Malta,andtheNetherlandswerethethreeEuropeanUnion(EU)nationswithcomplete5GpopulationcoverageasofSeptember2023,whileaveragecoverageacrossthe27memberstatesstoodat81percent.TheEUhaspursuedarangeofinitiativestoboosttherolloutof5Ginfrastructureinthebloc,andaimst