Philippines Telecommunications Report

Product Description

The Philippines Telecommunications Report features Business Monitor International (BMI)'s independent industry forecasts through end-2016 on the future strength of Philippines's ICT market, covering the fixed-line, mobile and internet segments, and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. All leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's Philippines Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in Philippines.

Key Benefits

• Benchmark BMI's independent telecommunications industry forecasts to end-2016 for Philippines to test other views - a key input for successful budgeting and strategic business planning in the Philippine telecoms market.
• Target business opportunities and risks in Philippines's telecoms sector through our reviews of latest industry trends, regulatory changes, and major deals, projects and investments in Philippines.
• Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Executive Summary
Summary of BMI's key industry forecasts and views, covering the ICT, fixed-line, mobile (including 3G), internet and broadband markets.

Industry SWOT Analysis
Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors, and within the broader political, economic and business environment.

Business Environment Ratings
BMI's Telecommunications Business Environment Ratings provides a country-comparative Risk-Reward Ratings index aimed at investors (vendors, operators and suppliers) in the regional telecoms market.
The ratings methodology makes sophisticated use of more than 40 industry, economic and demographic data points.

BMI Industry Forecast Scenario
Historic data series and forecasts to end-2016 for all key industry indicators (see list below), supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

• Fixed-Line Telephony - Telephone lines ('000); telephone lines/100 inhabitants.
• Cellular Telephony - Mobile phone subscribers ('000); mobile phone subscribers/100 inhabitants; mobile phone subscribers/100 fixed line subscribers.
• Internet Markets - Internet users ('000); internet users/100 inhabitants; broadband internet subscribers ('000); broadband internet subscribers/100 inhabitants.

Market Data Analysis
Detailed market analysis of the mobile, mobile content, fixed line and internet segments, broken down into:

• Market Data - Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
• Technology/Service Rollout - Analysis of rollout/adoption of new technology, such as 3G, WiMAX, IPTV, pay-TV, LTE and value-added handset services (gaming, music, video, apps etc.).
• Mobile Content - The latest trends in content and services available and being introduced by mobile operators. Including a timeline of all the latest major mobile content developments.
• Company Database - A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment
Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. The latest updates in the market's development and regulatory rulings.

Company Profiles
Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI's industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses.

The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

Executive Summary  7
SWOT Analysis  8
Philippines Wireline (Fixed-Line And Broadband) Industry SWOT  8
Philippines Mobile Industry SWOT 9
Philippines Political SWOT  10
Philippines Economic SWOT  11
Philippines Business Environment SWOT  12
Risk/Reward Ratings  13
Asia Pacific  13
Table: Asia Telecoms Risk/Reward Ratings  18
The Philippines  19
Industry Forecast Scenario  21
Mobile  21
Table: Telecoms Sector – Mobile – Historical Data And Forecasts, 2009-2016  21
ARPU  23
Table: Smart Communications and Globe Telecom ARPU And Subscriber Mix figures, 2009-2016  23
Fixed Line  25
Table: Telecoms Sector – Fixed Line – Historical Data And Forecasts, 2009-2016  25
Internet  27
Table: Telecoms Sector – Internet – Historical Data And Forecasts, 2009-2016  27
Market Data Analysis  29
Mobile Market Overview  29
Table: Philippines Mobile Subscriber Base, September 2011  29
Table: Mobile Operators’ Prepaid Vs Postpaid Net ARPU (PHP)  32
3G  32
Mobile Contract Wins  35
Table: Mobile Contract Wins, 2009-2012  35
Mobile Operator Data  36
Table: Philippines Market Overview  36
Table: Smart Communications  36
Table: Globe Telecom  38
Table: Sun Cellular  39
Mobile Content  41
Regional Outlook  41
Table: Selected NFC Developments, 2011  42
Country Outlook  46
SMS  46
Mobile Banking  48
Value-Added Services Timeline 50
Table: Selected VAS Services Launched, 2010-2011  50
Fixed Line  51
PLDT  52
Table: PLDT Fixed-Line Service Revenue Breakdown (PHPmn)  52
Digitel  53
Globe Telecom  54
Broadband  55
Table: A Comparison Of Major Broadband Operator Subscriber Figures (’000)  55
PLDT  55
Globe Telecom  56
WiMAX  56
Submarine Cables  59
Wireline (Fixed-Line And Broadband) Developments  60
Table: Wireline Developments, 2010-2012  60
Regulatory Environment And Industry Development  63
Philippines: Regulatory Bodies And Their Responsibilities  64
3G Licensing  65
Regulatory Developments  66
Industry Developments  68
Competitive Landscape  69
Competitor Analysis  69
Table: Key Players – Philippines Telecoms Sector  69
Table: Philippines Selected Operators Financial Indicators, 2004-2010  69
Company Monitor  70
Alcatel-Lucent  70
Opportunity For Improvement  71
Alcatel-Lucent's Recent Major Contracts In Asia  73
Operator Profiles  74
Philippine Long Distance Telephone Company (PLDT)  74
Smart Communications  80
Globe Telecom  85
Digital Telecommunications Philippines Inc (Digitel)  90
Regional Telecommunications Penetration Overview  94
Fixed Line  94
Table: Regional Fixed-Line Penetration Overview  94
Mobile  95
Table: Regional Mobile Penetration Overview  95
Broadband  96
Table: Regional Broadband Penetration Overview  96
Country Snapshot: Philippines Demographic Data  97
Section 1: Population  97
Table: Demographic Indicators, 2005-2030  97
Table: Rural/Urban Breakdown, 2005-2030  98
Section 2: Education And Healthcare  98
Table: Education, 2002-2005  98
Table: Vital Statistics, 2005-2030  98
Section 3: Labour Market And Spending Power  99
Table: Employment Indicators, 2001-2006  99
Table: Consumer Expenditure, 2007-2012 (US$)  99
Table: Average Annual Manufacturing Wages, 2004-2006 100
Glossary Of Terms  101
Table: Glossary Of Terms 101
BMI Methodology  102
How We Generate Our Industry Forecasts 102
Table: Key Indicators For Telecommunications Industry Forecasts 102
Telecoms Business Environment Ratings 104
Risk/Reward Ratings Methodology 104
Ratings System 104
Indicators 104
Table: Ratings Indicators 105
Weighting 106
Table: Weighting Of Indicators 106
Sources 106