South Africa Telecommunications Industry Research Report Q market-report.html Category: Telecommunication

South Africa Telecommunications Industry Research Report Q BMI View: Restated subscriber figures offer a clearer picture of active subscriptions in South Africa’s mobile market, and indicate strong growth is set to continue. While attracting new subscribers is important, of greater concern is the continued decline in ARPUs reported by operators. The launch of high-speed 4G services does offer some potential for building new revenue sources, but take-up is expected to be slow in the short term. Investments in fixed broadband tehnologies improve the outlook for this sector, with cuts to prices enabling more users to become broadband subscribers. We continue to expect mobile broadband technologies to dominate the market’s growth, but see potential in high-speed fixed options. Key Data Restated figures from Vodacom led to a reassessment of subscriber numbers. The mobile market ended 2011 with 60.3mn connections, which we estimate rose to 70.5mn at the end of Telkom data show continued declining fixed-line subscribers. We now estimate the market fell below 4mn at the end of 2012 and will continue to decline over our forecast period. ARPU remained largely unchanged, with declining figures continually reported by operators. The decline has slowed, but our forecasts remain unchanged. LTE launches took place across South Africa’s largest cities in late We believe early adopters will be existing 3G subscribers, with over 23% of the market using high-speed services at the end of Inquire for discount on this

South Africa Telecommunications Industry Research Report Q Table of Contents BMI Industry View Executive Summary SWOT Analysis Mobile Wireline Political Economic Business Environment Industry Business Environment Industry Risk/Reward Ratings Industry Rewards Country Rewards Industry Risks Country Risk Table: Q213 Risk Reward Ratings South Africa Buy report