比利时电信行业市场前景及投资研究报告-外文版培训课件2024.7temu移动联通

COUNTRIES

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REGIONSTelecomsinBelgiumCHAPTER

01OverviewAnnualrevenueofthetelecommunicationsmarketinBelgiumfrom2012to2023,bytype(in1,000euros)RevenueofthetelecommunicationsmarketinBelgium2012-2023,bytypeMobileFixedTelevisionOther10,000,0009,000,0008,000,0007,000,0006,000,0005,000,0004,000,0003,000,0002,000,0001,000,00002012201320142015201620172018201920202021202220233Description:In2023,therevenueofthemobilemarketinBelgiumamountedtoapproximately3.5billioneuros,aslightincreasecomparedtothepreviousyear.Likewise,fixedlinesawitsrevenuerisein2023,asdidthetelevisionmarket,withrevenueamountingtoroughly1.25billioneurosthatyear.ReadmoreNote(s):Belgium;2012to2023Source(s):BelgianInstituteforPostalservicesandTelecommunicationsAnnualrevenueofthefixed-lineandmobilephonemarketinBelgiumfrom2012to2023,bytype(in1,000euros)Revenueofthefixed-lineandmobilephonemarketinBelgium2012-2023,bytypeFixedlineretailMobilephoneretailFixedlinewholesaleMobilephonewholesale8,000,0007,000,0006,000,0005,000,0004,000,0003,000,0002,000,0001,000,00002012201320142015201620172018201920202021202220234Description:Asof2023,therevenueoftheretailmobilephonemarketinBelgiumamountedtoapproximately2.9billioneuros,asmallincreasecomparedtothepreviousyear.Fixed-lineretailsawitsrevenuegrowslightlyin2023,whereasthefixed-linewholesalesawtherevenuedecreasetoroughly245millioneuros.ReadmoreNote(s):Belgium;2012to2023Source(s):BelgianInstituteforPostalservicesandTelecommunicationsShareofhouseholdswithinternetconnectioninBelgiumfrom2008to2023ShareofhouseholdswithinternetconnectioninBelgium2008-2023100%94%94%92%91%90%87%90%86%85%83%82%80%78%77%80%70%60%50%40%30%20%10%0%73%67%64%20082009201020112012201320142015201620172018201920202021202220235Description:TheshareofhouseholdswithinternetconnectioninBelgiumhasincreasedby29percentagepointsbetween2008and2021.In2023,94percentofBelgianhouseholdshadaninternetconnectionathome,comparedto64percentin2008.

ReadmoreNote(s):Belgium;2008to2023;atleastonehouseholdmemberbetween16and74yearsSource(s):StatbelShareofhouseholdswithinternetconnectioninBelgiumfrom2008to2023,byregionShareofhouseholdswithinternetconnectioninBelgium2008-2023,byregionBrussles-CapitalRegionFlemishRegionWalloonRegionTotal100%95%90%85%80%75%70%65%60%55%50%20082009201020112012201320142015201620172018201920202021202220236Description:ThestatisticdisplayedaboveshowstheshareofhouseholdswithinternetconnectioninBelgiumfrom2008to2023,byregion.In2023,95percentofthehouseholdsintheBrussels-CapitalRegionhadaninternetconnectionathome.

ReadmoreNote(s):Belgium;2008to2023;atleastonehouseholdmemberbetween16and74yearsSource(s):StatbelNumberofhouseholdswithbundledservicesinBelgiumfrom2008to2023,bytype(in1,000s)NumberofhouseholdswithbundledservicesinBelgium2008-2023,bytypeDoubleplayTripleplayQuadplay4,0003,5003,000,129.2,556.8,081.0,547.01,158.6,586.5,116.9,586.7879.86,702.0,077.5,604.1938.92176.22837.46109.2616.7737.072,5002,0001,5001,00050078.8446.31,614.5,519.4,262.0,538.41,640.3

,659.7,683.6939.4713.5520.81194.9996.53

978.82917.772011866.162010806.662023757.282009786.982022703.12014658.592021618.83613.85

598.29

635.382018

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560.96

567.172015

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201702008201220137Description:Overall,thevolumeofhouseholdswithbundledservicesinBelgiumfluctuatedbetween2008and2023.Thevolumeoftripleplaybundlespeakedatover1.7millionin2018,beforefallingtoroughly1.55millionin2023.Thevolumeofquadrupleplaybundlesgrewsteadilyovertheperiodunderreview,beforefallingslightlyto1.08millionin2023.ReadmoreNote(s):Belgium;2008to2023Source(s):BelgianInstituteforPostalservicesandTelecommunicationsCHAPTER

02FixedlineNumberoffixed-telephonesubscriptionsintheBeneluxcountriesfrom2018to2028(inmillions)Benelux:numberoffixed-telephonesubscriptions2018-20281210.289.761088.848.858.738.598.618.518.428.358.36420201820192020202120222023202420252026202720289Description:Thenumberoffixed-telephonesubscriptionsintheBeneluxcountriesisforecasttocontinuouslydecreasebetween2023and2028,atrendobservedsince2018.Thisfallinthenumberofsubscriptionsisnotablyduetomobiletechnologyreplacingfixed-linetelephony.ReadmoreNote(s):Belgium,Luxembourg,Netherlands;2018to2028Source(s):MarketInsightsAnnualvolumeoffixed-linetelephonyinBelgiumfrom2012to2023,bytype(inmillionminutes)Volumeoffixed-linetelephonyinBelgium2012-2023,bytypeInternationalNationalfixed-linetomobileNationalfixed-linetofixed-line14,00012,00010,0008,0006,0004,0002,00008,792.782,024.117,969.612,016.017,373.531,916.776,598.731,837.286,094.25,284.224,616.264,518.663,909.13,560.92,612.34929.62,105.13808.521,760.861,571.7917.2720171,372.16351,445.1485.620201,202.42513.220191,262.44354.820211,465.920121,438.7520131,285.3420141,169.5820151,068.722016244.072022182.652023201810Description:Thestatisticdisplaystheannualvolumeoffixed-linetelephonyinBelgiumfrom2012to2023,bytype.Overallthetotalannualvolumeoffixed-linetelephonydecreasedsignificantlybetween2012and2023.Themostnotablechangeoccurredinthevolumeoffixed-linetofixed-linecallswhichdecreasedfromaround8.8billionminutesin2012toroughly2.1billionminutesin2023.ReadmoreNote(s):Belgium;2012to2023Source(s):BelgianInstituteforPostalservicesandTelecommunicationsNumberoffixedbroadbandsubscriptionsinBelgiumfrom2000to2022(inmillions)NumberoffixedbroadbandsubscriptionsBelgium2000-20226545.074.924.734.594.54.384.274.124.013.833.693.543.373.152.9832102.732.452.011.621.240.820.460.142000

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202211/statistics/1478569/number-of-fixed-broadband-subscriptions-in-belgiumThenumberoffixed-broadbandsubscriptionsinBelgiumconstantlyincreasedfrom2000to2022.In2022,thenumberofmobilesubscriptionsinBelgiumreachedexceededfivemillion,thehighestnumberregisteredinduringtheperiodunderreview.ReadmoreNote(s):Belgium;2000to2022Source(s):ITU;WorldBankBroadbandinternetcoverageinBelgiumcomparedtoEuropein2022,bytechnologyBroadbandinternetcoverageinBelgium2022,bytechnologyBroadbandcoverageEU27TotalBETotal60%0%20%40%80%100%120%86.6%DSLVDSL99.9%96.9%54.9%35.9%VDSL2VectoringFTTP47.9%56.5%17.2%41.8%DOCSIS3.0DOCSIS3.1FWA95.7%31.9%74.4%67.9%99.8%99.8%LTE100%81.2%5G29.6%40.7%3.4-3.8GHz5GSatellite5.6%99.9%100%12Description:Belgiumhadanoverallhighercoverageofinternettechnologiesin2022comparedtotheaverageofEuropewiththeexceptionofthetechnologiesFTTPand5G.BelgiumhadacompletecoverageofthetechnologiesLTEandSatellitein2022,whichfellinlineorwasslightlybetterthantheaverageinEuropethatyear.ReadmoreNote(s):Belgium;2022Source(s):EuropeanCommission;Omdia;PointTopicBroadbandinternetcoverageinBelgiumcomparedtoEuropein2022,bytechnologycombinationBroadbandinternetcoverageinBelgium2022,bytechnologycombinationBETotalBERuralEU27TotalEU27Rural120%100%80%60%40%20%0%OverallfixedbroadbandOverallNGAbroadbandOverallFTTP&DOCSIS3.113Description:ComparedtotheaverageofEurope,Belgiumhadabetterinternetcoverageintherangeofavailabletechnologiesin2022.ThemostsignificantdifferencewasfoundinthetechnologyofFTTP&DOCSIS3.1inruralareas.ThecoverageinBelgiumwasaround62percent,whereastheaverageofEuropewasapproximately45percent.ReadmoreNote(s):Belgium;2022Source(s):EuropeanCommission;IHSMarkit;Omdia;PointTopicBroadbandinternetcoverageinruralareasinBelgiumcomparedtoEuropein2022,bytechnologyBroadbandinternetcoverageinruralareasinBelgium2022,bytechnologyBERuralEU27Rural120%100%80%60%40%20%0%100%100%99.9%99.2%97.8%96.1%84.6%77%70.2%61.5%57%51.5%41.2%41.4%29.5%18.4%21.2%11.1%9.6%6.4%1.3%FTTP2%DSLVDSLVDSL2VectoringDOCSIS3.0

DOCSIS3.1FWALTE5G3.4-3.8GHz5GSatellite14Description:ThestatisticshowsthatBelgiumhadabettercoverageofthemajorconnectiontypesinruralareasthantheaverageofEuropein2022.VDSLhadatotalcoverageofover84percentinruralareas,whereastheaveragecoverageforEuropewasaround41percent.Asof2022,Belgiumhada5Gcoverageofover21percentavailableinruralareas.ReadmoreNote(s):Belgium;2022Source(s):EuropeanCommissionCHAPTER

03MobileTotalnumberofmobileconnectionsinBelgium,LuxembourgandtheNetherlandsfrom2020to2024(inmillions)MobileconnectionsintheBeneluxregion2020-2024,bycountry2020202120222023202425201510523.3122.1220.6417.0117.0111.511.3811.2810.8110.810.830.850.860.860.890NetherlandsBelgiumLuxembourg16Description:Asofthestartof2024,thenumberofmobileconnectionsintheNetherlands,Belgium,andLuxembourghadallincreasedfromthepreviousyear.ThegreatestchangeinthenumberofmobileconnectionsintheBeneluxregionovertheperiodunderreviewoccurredintheNetherlands,wherethenumberofmobileconnectionsincreasedfromroughly17millionconnectionstoover23millionmobileconnectionsin2024.ReadmoreNote(s):Belgium,Luxembourg,Netherlands;2020to2024Source(s):DataReportal;Meltwater;WeAreSocialAnnualrevenueofretailmobileservicesinBelgiumfrom2012to2023(inbillioneuros)MobileservicesrevenueinBelgium2012-20232.52.32.212.122.062.062.052.072.062.022.031.981.922.01.51.00.50.020122013201420152016201720182019202020212022202317Description:In2023,retailmobileservicesrevenuesinBelgium,includingvoice,SMS,MMS,anddata,amountedto2.21billioneuros.Overthepastsixyearsrevenuesinthemarkethaveremainedrelativelystable.

ReadmoreNote(s):Belgium;2012to2023Source(s):BelgianInstituteforPostalservicesandTelecommunicationsNumberofmobilecellularsubscriptionsinBelgiumfrom2000to2022(inmillions)NumberofcellularsubscriptionsBelgium2000-2022141212.73

12.7712.512.5512.31

12.3212.1511.8711.7411.7811.51

11.5311.36

11.4511.3410.749.859.61089.138.618.17.75.6364202000

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202218Description:Thestatisticdepictsthenumberofmobile-cellularsubscriptionsinBelgiumfrom2000to2022.In2022,thenumberofmobilesubscriptionsinBelgiumreachednearly12million.Thehighestnumberofsubscriptions,around12.77million,wasregisteredin2015.ReadmoreNote(s):Belgium;2000to2022Source(s):ITUActiveSIMcardsinBelgiumfrom2012to2023(in1,000s)Belgium:numberofactiveSIMcards2012-2023ExcludingM2MIncludingM2M25,00020,00015,00010,0005,000019,92918,67717,70916,08615,05811,95514,57212,55114,38311,91714,22012,77414,14511,96113,89512,73513,25012,31413,02212,31312,69012,25212,38511,99620122013201420152016201720182019202020212022202319Description:ThisstatisticshowsthenumberofSIMcardsthatwereactiveinBelgiumfrom2012to2023,bothincludingandexcludingmobiletomobile(M2M)SIMcards.ThenumberofactiveSIMcardsexcludingM2Mhasdecreasedslightlybetween2017and2020,beforeincreasingagaintoaround12.7millionin2023,whilethetotalincludingM2Mhasincreasedovertheyears.ReadmoreNote(s):Belgium;2012to2023Source(s):BelgianInstituteforPostalservicesandTelecommunicationsNumberofactivepostandprepaidSIMcardsinBelgiumfrom2014to2023(in1,000s)VolumeofactivepostandprepaidSIMcardsinBelgium2014-2023PrepaidPostpaid14,00012,00010,0007,697.418,027.238,341.18,0006,0004,0002,00008,897.369,068.129,463.4610,955.539,824.6710,312.9810,608.175,037.3120144,746.8620154,209.7220163,063.7320172,848.6220182,491.3920192,171.6920201,939.2320211,776.7920221,734.66202320Description:ThevolumeofactivepostpaidSIMcardsinBelgiumincreasedsteadilybetween2014and2023,whilethevolumeofactiveprepaidSIMcardsdeclinedoverthesameperiod.Atthebeginningofthenineyearperiod,therewereroughlythreethousandmoreactivepostpaidthanprepaidSIMcardsincirculation.In2023,therewereroughlysixtimesasmuchactivepostpaidSIMcardsasprepaidcards.ReadmoreNote(s):Belgium;2014to2023;MNOandMVNOSIMcards,excludingM2M.Source(s):BelgianInstituteforPostalservicesandTelecommunicationsNumberofactiveSIMcardsinBelgiumfrom2012to2023,bytype(in1,000s)VolumeofactiveSIMcardsinBelgium2012-2023,bytypeMNOMVNO(light+full)M2M25,00020,00015,0007,238.72730.696,291.61964.165,456.741,458.64,089.621,446.32,021.042,845.743,103.522,184.391,468.172,466.421,473.912,720.171,406.731,459.410,0005,000011,959.5202311,420.79202210,589.6310,793.61202110,492.92201710,442.82201810,495.4510,053.9220159,705.0820162019202021Description:Overall,thevolumeofactiveSIMcardsinBelgiumincreasedsteadilyfrom2015to2023.Asof2023,themajorityofactiveSIMcardswereMNOcards,whereasMNVOcardsaccountedforthesmallestshareofactiveSIMcardsinBelgium.Intotal,therewerenearly20millionactiveSIMcardsinBelgiumin2023.ReadmoreNote(s):Belgium;2012to2023;MNOandMVNOSIMcardsSource(s):BelgianInstituteforPostalservicesandTelecommunicationsNumberofactiveSIMcardsinBelgiumfrom2021to2023,bytechnology(in1,000s)VolumeofactiveSIMcardsinBelgium2021-2023,bytechnology3G4G5G25,0003,125.819,874.4720,0001,410.869,615.24111.7215,0009,226.5610,0005,0008,733.5920218,985.4120229,174.462023022Description:Overall,thevolumeofactiveSIMcardsinBelgiumincreasedsteadilyfrom2021to2023.Asof2023,themajorityofactiveSIMcardswere4GSIMcards,although5Gcardswereontherise.Intotal,therewereoverthreemillionactive5GSIMcardsinBelgiumin2023.ReadmoreNote(s):Belgium;2021to2023Source(s):BelgianInstituteforPostalservicesandTelecommunicationsAverageusageofmobiledataperactiveSIMcardinBelgiumfrom2013to2023(inmegabytes)AverageusageofmobiledataperactiveSIMcardinBelgium2013-20238,0007,0006,0005,0004,0003,0007,5006,1004,9003,7002,90020191,90020182,000100004802801302013201420152016202020212022202323/statistics/629985/average-usage-of-mobile-data-per-active-sim-card-in-belgiumIn2023,customersusedonaverage7.5GBpermonthofmobiledataperactiveSIMcardinBelgium.ThisisthehighestmobiledataperactiveSIMcardinthegiventimeperiodandanincreaseofabout23percentcomparedtothepreviousyear.

ReadmoreNote(s):Belgium;2013to2023Source(s):BelgianInstituteforPostalservicesandTelecommunicationsTotalnumberofroamingminutesinBelgiumfrom2013to2023(inmillions)VolumeroamingminutesinBelgium2013-20231,4001,2001,0008001,3301,2001,1701,10098092585060860050640840020003502013201420152016201720182019202020212022202324Description:ThevolumeofroamingminutesinBelgiumincreasedsteadilybetween2013and2019,whereitpeakedat1.17billionminutes,beforefallingto850millionminutesin2020.By2022,thenumberofroamingminutesinBelgiumhadgrowntoapproximately1.33billionminutesintotal,beforefallingagainto1.2billionminutesin2023.ReadmoreNote(s):Belgium;2013to2023Source(s):BelgianInstituteforPostalservicesandTelecommunicationsCHAPTER

04CompaniesPerceptionofpenetrationofBelgiancommunicationsmarketregionsin2023,byoperatorBelgium:penetrationbymaintelecommunicationoperators2023Proximus46.8%TelenetOrangeVooScarlet61.1%BaseMobileVikings70%60%50%40%30%20%10%0%58.1%42.9%35.1%37.3%35.2%34.1%26.5%24.4%18%15.1%11.3%11.5%12.1%7.4%

7.4%11.4%8.9%8.7%7.7%5.8%

5.8%5.1%4.7%2.7%1.4%0%FlandersWalloniaBrusselsBelgium26Description:Accordingtoa2023study,ProximusremainstheleadingtelecommunicationsoperatorinBelgiumbypenetrationrateinallregionsexceptFlanders,whereTelenetachievedover58percentpenetrationofthenorthernregion.OrangetooksecondplaceinBrusselsandWallonia,with35.2percentand26.5percentpenetration,respectively.ReadmoreNote(s):Belgium;March2023;1543respondents;15yearsandolderSource(s):BelgianInstituteforPostalservicesandTelecommunications;MediaSpecsAnnualrevenueofProximusfrom2008to2023(inmillioneuros)RevenueofProximus2008-20238,0007,0407,0006,4626,4176,3186,1126,0656,0425,9866,0125,8735,9095,8025,8296,0005,0004,0003,0002,0001,00005,6975,5785,479200820092010201120122013201420152016201720182019202020212022202327Description:TheProximusGroup(previouslyknownasBelgacomGroup)isthelargesttelecommunicationcompanyinBelgium.Asof2023,Proximusreachedarevenueofapproximatelysixbillioneuros.Thecompanysawitsrevenueincreaseagainsince2020,whenitsrevenuefellto5.48billioneuros.In2010,Proximus'revenueamountedtoroughlysevenbillioneuros,thehighestrevenueinthegiventimeperiod.ReadmoreNote(s):Belgium;2008to2023Source(s):ProximusAnnualdomesticrevenueofProximusfrom2020to2023,bysegment(inmillioneuros)AnnualdomesticrevenueofProximus2020-2023,bysegmentResidentialBusinessWholesaleOther(includingeliminations)5,0004,5004,0003,5003,0002,5002,0001,5001,0005000202020212022202328Description:TheProximusGroup(previouslyknownasBelgacomGroup)isthelargesttelecommunicationcompanyinBelgium.Asof2023,Proximusreachedatotaldomesticrevenueofapproximately4.67billioneuros.Thatyear,roughlyhalfofProximus'domesticrevenuewasgeneratedbyitsresidentialsegment,whileitsbusinesssegmentamountedtonearlytwobillioneuros.ReadmoreNote(s):Belgium;2020to2023Source(s):ProximusNumberofmobilecustomersofProximusfrom2015to2023,bytype(in1,000s)NumberofmobilecustomersofProximus2015-2023,bytypePostpaidPrepaid6864,0003,5005971,1199017725331,3073,0002,5002,0001,5001,0005006046692,90720202,85520232,77920192,73320182,72020222,65120172,61720212,56020162,4342015029Description:TheProximusGroup(previouslyknownasBelgacomGroup)isthelargesttelecommunicationcompanyinBelgium.Asof2023,Proximushadapproximately3.4millionmobilecustomers,ofwhichroughly2.9millionusedpostpaidservicesandroughly533thousandusedprepaid.ReadmoreNote(s):Belgium;2015to2023Source(s):ProximusAnnualrevenueofTelenetGroupfrom2015to2023(inmillioneuros)RevenueofTelenetGroup2015-20233,0002,5002,0001,5001,0005002,854.62,6652,583.92,575.22,595.82,528.092,534.842,429.121,821.8502015*2016201720182019202020212022202330Description:TelenetGroupHoldingNVisaleadingBelgium-basedmediaandtelecommunicationsserviceproviderwhichprovidestelevision,internetandtelephonyservicestoresidentialandbusinesscustomersinBelgium,andprovidesprofessionalcommunicationservicestobusinessesinBelgiumandLuxembourg.TherevenueofTelenetGroupincreasedbetween2015and2023.In2015,therevenueoftheTelenetGroupwasroughly1.8billioneuros,whereasasof2023,theannualrevenue[...]

ReadmoreNote(s):Belgium,Luxembourg;2015to2023Source(s):TelenetGroupTotalrevenueofTelenetGroupin2023,bytype(inmillioneuros)RevenueofTelenetGroup2023,bytypeOtherrevenue175.4B2Brevenue749.7Consumerfixedrevenue1,347.1Consumermobilerevenue582.431Description:TelenetGroupHoldingNVisaleadingBelgium-basedmediaandtelecommunicationsserviceproviderwhichprovidestelevision,internetandtelephonyservicestoresidentialandbusinesscustomersinBelgium,andprovidesprofessionalcommunicationservicestobusinessesinBelgiumandLuxembourg.Asof2023,thetotalrevenueofTelenetGroupwasapproximately2.85billioneuros.Thelargestshareofrevenuein2023wasgeneratedbyTelenet'sconsumerfixedsegment,[...]

ReadmoreNote(s):Belgium,Luxembourg;2023Source(s):TelenetGroupNumberofcustomersubscriptionsofTelenetGroupin2023,bytypeNumberofcustomersubscriptionsofTelenetGroup2023,bytype3,500,0002,910,5003,000,0002,500,0002,000,0001,500,0001,000,000500,00001,730,4001,657,700934,200MobilesubscriptionsBroadbandinternetVideosubscriptionsFixed-linetelephony32Description:TelenetGroupHoldingNVisaleadingBelgium-basedmediaandtelecommunicationsserviceproviderwhichprovidestelevision,internetandtelephonyservicestoresidentialandbusinesscustomersinBelgium,andprovidesprofessionalcommunicat