泰國電信業(yè)市場前景及投資研究報告-培訓(xùn)課件外文版2024.4

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TRENDSTelecommunicationsindustryinThailandCHAPTER

01OverviewMarketvalueforecastofcommunicationservicesinThailandin2022,bytype(inbillionThaibaht)ForecastofcommunicationservicesmarketvalueThailand2022,bytypeMarketvalueinbillionThaibaht100

150050200250300MobilephoneservicesFixed-lineinternetservicesDatacommunicationservicesLandlinetelephoneservicesInternationalcallingservices257.1382.428.346.045.083Description:ThemarketvalueofmobilephoneservicesinThailandin2022wasforecasttoamounttoapproximately257.13billionThaibaht.Otherleadingsectorsunderthetelecommunicationsindustryintermsofmarketvaluealsoincludedfixed-lineinternetservicesanddatacommunicationservices.ReadmoreNote(s):Thailand;2022Source(s):NBTC(Thailand)Year-on-year(YoY)growthrateofcommunicationservices'marketvalueinThailandfrom2018to2022withaforecastfor2023YoYgrowthofcommunicationservicemarketvalueThailand2018-20236%5.3%5%4%3%2%3.6%2.84%1.5%1%0%-0.1%2019-1%-2%-1.2%20202018202120222023*4/statistics/1202710/thailand-year-on-year-growth-of-communication-service-market-valueIn2022,thecommunicationservicesmarketvalueinThailandexpandedby3.6percentfromthepreviousyearandwasforecasttoshowfurthergrowthin2023.Thecommunicationservicesincludelandlinetelephoneservicesandmobilephoneservices.ReadmoreNote(s):Thailand;2018to2022;*Forecast.ReadmoreSource(s):NBTC(Thailand)Numberoffixed-linesubscribersinThailandfrom2010tothe3rdquarterof2023(inmillions)Numberoffixed-linesubscribersThailand2011-Q32023765432106.666.366.046.065.695.415.315.1654.714.634.374.14201120122013201420152016201720182019202020212022Q320235Description:Asofthethirdquarterof2023,thenumberoffixed-linesubscribersinThailandamountedtoaround4.14million,whichwasadecreasecomparedtothepreviousyear.Thenumberoffixed-linesubscribershadshownadeclineinrecentyears.

ReadmoreNote(s):Thailand;2011toQ32023Source(s):NBTC(Thailand)NumberofmobilesubscribersinThailandfrom2011tothe3rdquarterof2023(inmillions)NumberofmobilesubscribersThailand2011-Q32023140120129.61126.4125.1121.53120.85119.67117.95116.29102.9497.110080604020092.9485.0177.45201120122013201420152016201720182019202020212022Q320236Description:Asofthethirdquarterof2023,thenumberofmobilesubscribersinThailandwasestimatedataround118millionsubscribers.Fromtheobtainedannualfigures,thenumberofmobilesubscribersinThailandhasbeenconstantlyincreasing,withaslightdeclinein2020.ReadmoreNote(s):Thailand;2011toQ32023Source(s):NBTC(Thailand)CHAPTER

02Fixed-lineandfixedbroadbandFixed-linepenetrationperhouseholdinThailandfrom2011to2022Fixed-linepenetrationperhouseholdThailand2011-202235%30%25%20%15%10%5%33.33%31.71%29.97%28.09%27.62%24.89%24.76%24.12%22.43%21.91%20.48%19.31%0%2011201220132014201520162017201820192020202120228/statistics/995477/thailand-fixed-line-penetration-householdIn2022,fixed-linepenetrationperhouseholdinThailandamountedtoaround19.31percent.Thiswasadecreasecomparedtothepreviousyearwhichamountedtoaround20.48percent.Thepenetrationoffixed-linehaddeclinedinrecentyears.

ReadmoreNote(s):Thailand;2011to2022Source(s):NBTC(Thailand)MarketvalueoflandlinetelephoneservicesinThailandfrom2017to2022withaforecastfor2023(inbillionThaibaht)MarketvalueoflandlinetelephoneservicesThailand2017-20221210.831089.528.017.646.716.666.62642020172018201920202021202220239Description:In2022,themarketvalueoflandlinetelephoneservicesinThailandamountedtoapproximately6.62billionThaibaht.Thevaluewasalsoforecasttoincreaseinthesubsequentyear,amountingtoaround6.66billionThaibahtin2023.

ReadmoreNote(s):Thailand;2017to2022;*Forecast.OneThaibahtisequalto0.028U.S.dollarsand0.026eurosasofDecember2023.Thefigureshavebeenrounded.

ReadmoreSource(s):NBTC(Thailand)NumberoffixedbroadbandsubscriptionsinThailandfrom2003to2021(inmillions)NumberoffixedbroadbandsubscriptionsThailand2003-2021141210812.4211.4810.19.198.217.226.2365.445.194.523.943.252.622.07201.290.890.560.160.01200320042005200620072008200920102011201220132014201520162017201820192020202110Description:Therewereapproximately12.24millionfixedbroadbandsubscriptionsregisteredinThailandin2021,upfrom11.48,millionin2020.ThesteadygrowthofbroadbandsubscriptionsinThailandsincetheearly2000smirrorsthatofmanymarketsacrosstheglobe.ReadmoreNote(s):Thailand;2003to2021Source(s):ITUFixedbroadbandaveragerevenueperuser(ARPU)inThailandinthe4thquarterof2022,byprovider(inThaibaht)FixedbroadbandARPUThailandQ42022,byproviderValueinThaibaht01002003004005006007003BBNT577480TICCAWN44540711Description:Inthefourthquarterof2022,3BByieldedthehighestaveragerevenueperuser(ARPU)amongotherprovidersinThailand,amountingto577Thaibahtpermonth.Theaveragerevenueperuseracrossallprovidersinthatsameperiodamountedto477Thaibaht.ReadmoreNote(s):Thailand;Q42022Source(s):NBTC(Thailand)CHAPTER

03MobilemarketMarketvalueofmobilephoneservicesinThailandfrom2017to2022withaforecastfor2023(inbillionThaibaht)MarketvalueofmobilephoneservicesThailand2017-2022300257.11253251.24248.52246.1245.7241.652502001501005002017201820192020202120222023*13Description:In2022,themarketvalueofmobilephoneservicesinThailandamountedtoapproximately241.65billionThaibahtandwasforecasttoincreaseinthesubsequentyear.Themarketvalueofmobilephoneserviceswashighestin2019,whichgraduallydeclinedafterward.ReadmoreNote(s):Thailand;2017to2022;*Forecast.OneThaibahtisequalto0.028U.S.dollarsand0.026eurosasofDecember2023.Thefigureshavebeenrounded.

ReadmoreSource(s):NBTC(Thailand)RevenueofmobileservicesinThailandfrom4thquarter2021to4thquarter2022(inbillionThaibaht)RevenueofmobileservicesThailandQ42021-Q420228069.769.269.168.967.7706050403020100Q42021Q12022Q22022Q32022Q4202214Description:Intheforthquarterof2022,therevenueofmobileservicesinThailandamountedtoapproximately69.7billionThaibaht,indicatinganincreasefromthethirdquarterofthesameyear.Therevenueofmobileservicesincludedmobilevoiceandnon-voicerevenue.ReadmoreNote(s):Thailand;Q42021toQ42022Source(s):NBTC(Thailand)Averagerevenueperuser(ARPU)ofmobileservicesinThailandinthe4thquarterof2022,bytype(inThaibaht)AveragerevenueperuserofmobileservicesThailandQ42022,bytype500440450400350300250200150100501100PostpaidPrepaid15Description:Inthefourthquarterof2022,theaveragemonthlyrevenueofpostpaidmobileserviceinThailandwas440Thaibaht.MajortelecommunicationsserviceprovidersinThailandincludeDtac,AdvanceInfoService(AIS),andTrueCorporation.

ReadmoreNote(s):Thailand;Q42022Source(s):NBTC(Thailand)Mobileaveragerevenueperuser(ARPU)inThailandinthe3rdquarterof2021,byprovider(inThaibaht)MobileARPUThailandQ32021,byprovider300241250200150100502232050DtacAISTrue16/statistics/1100650/thailand-mobile-arpu-by-providerInthethirdquarterof2021,Dtacyieldedthehighestaveragerevenueperuser(ARPU)amongotherprovidersinThailand,amountingto241Thaibahtpermonth.Incomparison,theARPUforTrueamountedtoaround200Thaibahtpermonth.

ReadmoreNote(s):Thailand;Q32021Source(s):DBSGroupResearchMarketshareofmobilevendorsinThailandasofDecember2023MobilevendorsmarketshareThailand2023Marketshare0%5%10%15%20%25%30%35%33.26%AppleSamsungOppo19.1%15.22%Vivo11.42%XiaomiRealmeHuaweiUnknownInfinix6.27%4.5%3.86%3.62%1.04%0.25%OnePlus17Description:InDecember2023,Applehadaround33.26percentshareofthemobilevendormarketinThailand,whileSamsunghadaround19.1percentshareofthismarket.ThemajorplayersinThailand`smobilephoneindustryhavealsoexpandedtoincludedifferentbrandsthroughouttheyears.ReadmoreNote(s):Thailand;December2023Source(s):StatCounterCHAPTER

04ProvidersandoperatorsNumberofmobilesubscribersinThailandasof3rdquarterof2023,byprovider(inmillions)NumberofmobilesubscribersThailandQ32023,byproviderNumberofsubscribersinmillions3001020405060True/Dtac51.37AIS4619Description:Asofthethirdquarterof2023,TrueCorporationanddtachadthehighestnumberofsubscribersamountingtoapproximately51.4million.Thetwotelecommunicationcompaniesmergedearlierthatyear.AdvancedInfoServicePublicCompanyLimited(AIS)hadbeenalong-runningmarketleaderinthetelecommunicationssectorintheyearsbeforeinThailand.ReadmoreNote(s):Thailand;Q32023Source(s):LongtunmanNumberofretainedfixedlinetelephonenumbersinThailandinthe4thquarterof2024,byprovider(in1,000s)NumberofretainedfixedlinetelephonenumbersThailandQ42022,byproviderNumberoftelephonenumbersinthousands6,000

8,000

10,00002,0004,00012,00014,00016,000NTTICCAWN3BB14,9001,965321188DTN69OTW

20AMX

2020Description:Inthefourthquarterof2022,NationalTelecom,orNThadthehighestnumberofretainedfixedlinetelephonenumbersinThailandatapproximately14.9millionnumbers,followedbyTICCandAWN.NationalTelecomwaspreviouslyknownasTOTandCATTelecomandistheresultofthemergerbetweenthesetwocompanies.ReadmoreNote(s):Thailand;Q42022Source(s):NBTC(Thailand)NumberofactivefixedlinetelephonenumbersinThailandinthe4thquarterof2022,byprovider(in1,000s)NumberofactivefixedlinetelephonenumbersThailandQ42022,byproviderNumberoftelephonenumbersinthousands1,500

2,00005001,0002,5003,0003,500NTTICCAWN3BB2,883.351,258.49119.5589.57OTW

12.99DTN

4.2321Description:Inthefourthquarterof2022,NationalTelecom(alsoknownasNT)providedthehighestnumberofactivefixedlinetelephonenumbersinThailandatapproximately2.88millionnumbers,followedbyTICCandAWN.NationalTelecomistheresultofthemergerbetweenTOTandCATTelecom,whichwereThailand'smajorplayersforfixedlinetelecommunicationsinfrastructure.ReadmoreNote(s):Thailand;Q42022Source(s):NBTC(Thailand)ShareofactivefixedlinetelephonenumbersinThailandinthe4thquarterof2022,byproviderShareofactivefixedlinetelephonenumbersThailandQ42022,byprovider3BB2.05%AWN2.74%DTN0.1%OTW0.3%TICC28.81%NT66.00%22Description:Inthefourthquarterof2022,NTaccountedforthehighestshareofactivefixed-linetelephonenumbersataround66percent,followedbyTICCandAWN.Inthatperiod,therewereoverfourmillionactivenumbersinThailand.

ReadmoreNote(s):Thailand;Q42022Source(s):NBTC(Thailand)NetprofitofleadingmobileoperatorsinThailandfromJanuarytoJune2022(inbillionThaibaht)NetprofitofleadingmobileoperatorsThailand20221412.6212108641.73Dtac20-2-4-2.38TrueAIS23Description:AsofJune2022,AdvancedInfoServicePublicCompanyLimited(AIS)yieldedthehighestnetprofitamountingtoaround12.62billionThaibahtcomparedtoothermobileoperatorsinThailand.AISmainlyfocusesonprovidingmobileoperatingservicesandinternetconnectionservicesinThailand.ReadmoreNote(s):Thailand;JanuarytoJune2022Source(s):MarketeerOnlineCHAPTER

05DataandinternetAveragedownloadspeedoffixedinternetconnectionsinThailandin2022,byprovider(inmegabitspersecond)DownloadspeedoffixedinternetconnectionsThailand2022,byproviderDownloadspeedinmegabitspersecond150

200050100250300350400TrueOnline3BBbroadbandAIS365.46324.35277.84NT(TOT/CAT)218.0525Description:In2022,TrueOnlineprovidedthebestdownloadspeedforfixedinternetconnectionsinThailand,amountingtoaround365.5megabitspersecond.Thiswasfollowedby3BB,withthedownloadspeedofapproximately324.4megabitspersecond.Inthatyear,TrueOnlineofferedthebestoverallfixedinternetperformanceacrossthecountry.ReadmoreNote(s):Thailand;2022;7,070,396connectiontestswereperformedonThailand'slargestinternetserviceprovidersbynPerfusersSource(s):nPerfAverageuploadspeedoffixedinternetconnectionsinThailandin2022,byprovider(inmegabitspersecond)UploadspeedoffixedinternetconnectionsThailand2022,byproviderUploadspeedinmegabitspersecond100

150050200250300TrueOnline3BBbroadbandAIS276.27234.01195.9NT(TOT/CAT)177.4626Description:In2022,TrueOnlineprovidedthebestuploadspeedoffixedinternetconnectionsinThailand,amountingtoaround276.3megabitspersecond.Thiswasfollowedby3BB,withtheuploadspeedofapproximately234megabitspersecond.Inthatyear,TrueOnlineperformedthebestoverallfixedinternetconnectionscomparedtootherserviceprovidersinthecountry.ReadmoreNote(s):Thailand;2022;7,070,396connectiontestswereperformedonThailand'slargestinternetserviceprovidersbynPerfusersSource(s):nPerfAveragelatencyoffixedinternetconnectionsinThailandin2022,byprovider(inmilliseconds)LatencyoffixedinternetconnectionsThailand2022,byproviderLatencyinmilliseconds0246810121416AISTrueOnline10.4111.543BBbroadbandNT(TOT/CAT)12.1614.7627Description:In2022,AISprovidedthebestlatencyexperienceoffixedinternetconnectionsforusersataround10.4millisecondscomparedtootherinternetserviceprovidersinThailand.ThiswasfollowedbyTrueOnline,withthelatencyofapproximately11.5milliseconds.Inthatyear,TrueOnlineprovidedthebestperformanceforfixedinternetconnectionsacrossthecountry.ReadmoreNote(s):Thailand;2022;7,070,396connectiontestswereperformedonThailand'slargestinternetserviceprovidersbynPerfusersSource(s):nPerfAveragedownloadspeedof2G,3G,4G,and5GmobileinternetinThailandin2022,byprovider(inmegabitspersecond)Downloadspeedof2Gto5GmobileinternetThailand2022,byproviderDownloadspeedinmegabitspersecond0102030405060708090TrueMoveHAISMobileDtac76.2167.0623.5528Description:In2022,TrueMoveHprovidedthebestdownloadspeedfor2G,3G,4G,and5GmobileinternetinThailandwithapproximately76.2megabitspersecond,followedcloselybyAISMobile.Inthatyear,TrueMoveHalsoprovideduserswiththe