全球固定電信線路行業(yè)市場前景及投資研究報告-培訓(xùn)課件外文版2024.6

DIGITAL

&

TRENDSFixed-linetelecomsCHAPTER

01OverviewInformationtechnology(IT)spendingworldwidefrom2012to2024,bysegment(inbillionU.S.dollars)GlobalITspendingforecast2012-2024,bysegmentDataCenterSystemsDevicesEnterprisesoftwareITServicesCommunicationServices6,0005,0004,0003,0002,0001,00002012201320142015201620172018201920202021202220232024*3Description:Theglobalinformationtechnology(IT)spendingondevices,includingPCs,tablets,mobilephones,printers,aswellasdatacentersystems,enterprisesoftware,andcommunicationsservicescameto4.7trillionU.S.dollarsin2023.By2024,ITspendingisexpectedtoincreasetoastaggeringfivetrilliondollarsworldwide.ReadmoreNote(s):Worldwide;2012to2023;*ForecastReadmoreSource(s):GartnerRevenueofthecommunicationservicesmarketworldwidefrom2017to2028(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):TechnologyMarketInsightsCommunicationservicesrevenueworldwidefrom2017to2028,bycountry(inmillionU.S.dollars)Globalcommunicationservicesrevenue2017-2028,bycountryUnitedStatesChinaJapanGermanyBrazil400,000356,670.8266,022.2351,692.08346,729.98254,172.24341,812.65336,997.33350,000332,404.42328,522.06323,609.41320,602.16

320,126.49317,860.97

316,640.58300,000260,328.24247,537.61240,432.8250,000200,000150,000100,00050,0000232,946.22225,439.86217,732.94208,695.34202,873.32195,783.4496,270.6193,275.83101,839.67

101,762.64101,778

101,788.44

101,764.91

101,699.81

101,588.7562,612.5898,424.9195,491.25

95,727.0395,875.1949,246.2659,402.67

60,987.8944,261.86

45,185.54

46,119.2456,367.6957,86043,353.8353,331.2253,652.554,940.7748,701.0846,052.146,082.6640,858.63

41,618.12

42,469.2938,563.04

39,261.75

40,173.42

38,289.82

38,922.562017201820192020202120222023202420252026202720285Description:Fromtheselectedregions,therankingbyindicator'Revenuebymarket'inthecommunicationservicesmarketisforecasttobeleadbytheUnitedStateswith356.7billionU.S.dollars.Incontrast,therankingistrailedbyBrazilwith46.1billionU.S.dollars,recordingadifferenceof310.6billionU.S.dollarstotheUnitedStates.ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsRevenueperuserofthecommunicationservicesmarketworldwidefrom2017to2028(inU.S.dollars)Revenueperuserofcommunicationservicesworldwide2017-2028250200150100195.18197.37190.61192.93188.25181.382021183.572022185.92023177.872017179.052018177.572019177.942020500202420252026202720286Description:Theglobalaveragespendpercapitainthecommunicationservicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal11.5U.S.dollars(+6.19percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach197.37U.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsNumberofinternetusersworldwidefrom2005to2023(inmillions)Globalnumberofinternetusers2005-20236,0005,4005,3004,9015,0004,0003,0002,0001,00004,5854,1193,7293,4443,2172,9542,7502,5622,3872,1741,9811,7271,5451,3671,1471,0232005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

20237Description:Asof2023,theestimatednumberofinternetusersworldwidewas5.4billion,upfrom5.3billioninthepreviousyear.Thissharerepresents67percentofglobalpopulation.

ReadmoreNote(s):Worldwide;2005to2023;figuresareestimatesSource(s):ITUPercentageofindividualsusingtheinternetworldwideasof2023,byregionIndividualsusingtheinternetworldwide2023,byregionShareofpopulation30%

40%0%10%20%50%60%70%80%90%91%100%EuropeCommonwealthofIndependentStates(CIS)89%TheAmericasArabStatesAsia-PacificAfrica87%69%66%37%World67%8Description:Asof2023,theglobalinternetusageratewas67percent.InEurope,91percentofthepopulationreportedusingtheinternet.CommonwealthofIndependentStates(CIS)wasthesecond-mostconnectedregion,with84percentofthepopulationbeinginternetusers.TheinternetusagerateinAfricawasthelowest,at37percent.ReadmoreNote(s):Worldwide;2023Source(s):ITUPercentageofindividualsworldwideusingtheinternetinruralandurbanareasasof2023,byregionInternetpenetrationrateinruralandurbanareas2023,byregionTotalUrbanRural100%90%80%70%60%50%40%30%20%10%0%AfricaTheAmericasArabStatesAsia&PacificCISEurope9Description:Asof2023,anestimated88percentofEuropeanslivinginruralareasaccessedtheinternet,comparedto81percentoftheCommonwealthofIndependentStates(CIS)ruralpopulation.ThelowestinternetusagereachwasinruralareasinAfrica,at23percent.Overall,urbanareaspresentedahigherpercentageofinternetpenetration.ReadmoreNote(s):Worldwide;2023;figuresareestimatesSource(s):ITUCHAPTER

02FixedbroadbandRevenueofthefixeddatacommunicationservicesmarketworldwidefrom2017to2028(intrillionU.S.dollars)Revenueofthefixeddatacommunicationservicesindustryworldwide2017-20280.50.50.470.460.450.440.430.420.410.390.40.40.30.30.20.20.10.10.00.370.350.330.320172018201920202021202220232024202520262027202811Description:Theglobalrevenueinthe'FixedData'segmentofthecommunicationservicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal0.1trillionU.S.dollars(+23.81percent).Aftertheeleventhconsecutiveincreasingyear,theindicatorisestimatedtoreach0.47trillionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'FixedData'segmentofthecommunicationservicesmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsRevenueperuserofthefixeddatacommunicationservicesmarketworldwidefrom2017to2028(inU.S.dollars)Revenueperuseroffixeddatacommunicationservicesworldwide2017-2028706059.1858.3257.4156.4655.4854.4653.4152.0749.885040302010047.3245.3241.7720172018201920202021202220232024202520262027202812Description:Theglobalaveragespendpercapitainthe'FixedData'segmentofthecommunicationservicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal4.7U.S.dollars(+8.63percent).Aftertheeleventhconsecutiveincreasingyear,theindicatorisestimatedtoreach59.18U.S.dollarsandthereforeanewpeakin2028.Notably,theaveragespendpercapitaofthe'FixedData'segmentofthecommunicationservicesmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsNumberoffixedbroadbandsubscriptionsworldwidefrom2005to2023,byregion(inmillions)Numberoffixedbroadbandsubscriptionsworldwide2005-2023,byregionAsia&PacificAmericasEuropeCIS*ArabStatesAfrica1,6001,4001,2001,00080060040020002005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

202313Description:In2023,thenumberoffixedbroadbandsubscriptionsintheAsia-Pacificregiontotaledabout848million,anincreaseofnearly50milliononthefigurefor2022.Meanwhile,thenumberofsubscriptionsintheAmericasrosearound4.7percentto269million.ReadmoreNote(s):Worldwide;2005to2023;*CommonwealthofIndependentStatesReleasedatesetasdateofaccess.ReadmoreSource(s):ITUNumberoffixedbroadbandsubscriptionsper100inhabitantsworldwidefrom2005to2023,byregionFixedbroadbandsubscriptionsper100inhabitants2005-2023,byregionAfricaTheAmericasArabStatesAsia&Pacific28.2CISEurope31.3World32.340353025201510536.435.334.633.730.319.929.227.226.225.823.225.124.922.224.124.220.922.822.819.721.21321.318.520.619.519.319.21618.615.418.518.618.317.614.117.817.817.21716.816.311.715.715.415.49.714.714.314.38.313.891413.313.513.27.312.812.36.112.211.711.310.95.21110.510.17.510.17.89.77.49.79.79.28.66.48.67.67.56.976.96.55.55.10.44.71.64.70.44.34.543.70.43.43.23.20.32.82.80.22.22.422.40.21.31.30.70.50.90.50.60.60.70.80.30.10.10.10.10.20.40.400-5200520062007200820092010201120122013201420152016201720182019202020212022202314Description:Therewerearound36.4fixedbroadbandsubscriptionsper100inhabitantsinEuropein2023,thehighestfigureamongglobalregions.TheAmericasrecordedthesecond-highestbroadbandpenetrationrateat25.8subscriptions,whiletheCIS(CommonwealthofIndependentStates)regionhad23.2.?Meanwhile,Africacontinuestolagfarbehind,withlessthanonefixedsubscriptionper100people.Fixedwirelessaccess(FWA)technologyhasbeenhighlightedasapotentialsolutionto[...]ReadmoreNote(s):Worldwide;2015to2023;Fixed/wiredconnectionsonlySource(s):ITUAveragemobileandfixedbroadbanddownloadanduploadspeedsworldwideasofJanuary2024(inMbps)Averageglobalmobileandfixedbroadbanddownload&uploadspeedworldwide2024DownloadUpload10091.9390807060505040302010043.411.3MobileFixedbroadband15Description:AsofJanuary2024,theaveragedownloadspeedgloballyformobileinternetwas50Mbps,whiletheaveragemobileuploadspeedwas11.3Mbps.Speedsforfixedbroadbandservicesweresignificantlyhigher,withfixednetworksmoresuitablefordataintensiveactivitiessuchasonlinegaming.ReadmoreNote(s):Worldwide;January2024Source(s):SpeedtestCountrieswiththefastestaveragefixedbroadbandinternetspeedsworldwideasofJanuary2024(inMbps)Countrieswiththefastestaveragefixedbroadbandinternetspeedworldwide2024FixedbroadbandinternetspeedinMbps100

150050200250300SingaporeHongKong(SAR)Iceland277.57275.17268.72263.63259.7249.87ChileChinaUnitedArabEmiratesUnitedStatesFrance237.41230.9MonacoDenmark229.51228.46ThailandRomania223.53219.16218.4Spain16Description:AsofJanuary2024,Singaporehadthefastestaveragefixedbroadbandinternetspeedworldwide,withanaverageof278Mbps.HongKongrankedaclosesecondat275Mbps,whiletheUnitedArabEmiratesfollowedinthird.Fixedinternetconnectionsdeliverbroadbandtoahomeorotherlocationviacables,withfiberconnectionsofferingthebestqualityservice.ReadmoreNote(s):Worldwide;January2024Source(s):SpeedtestShareofbroadbandconnectionsthatarefiberamongOECDcountriesasofJune2023FibershareoftotalbroadbandconnectionsinOECDcountries2023Shareoftotalconnections40%

50%0%10%20%30%60%70%80%90%100%SouthKoreaJapan88.9%85.8%85.1%84.1%81.9%79.5%76.2%IcelandSpainSwedenLithuaniaLatviaNorwayNewZealandChile70.6%69.7%68.9%PortugalFinland65%64.7%Mexico**62.3%17Description:Almost89percentofallbroadbandconnectionsinSouthKoreawerefiberconnectionsinJune2023,thehighestshareamongOECDnations,whiletheOECDaveragesatataround41percent.Fiberinternetconnectionsoffersuperiordownloadanduploadspeedscomparedtotraditionalcopperwireconnections,aswellaslowerlatency.ReadmoreNote(s):OECD;June2023Source(s):OECDDistributionoffixedbroadbandsubscriptionsintheOECDasofJune2023,bytechnologyOECD:distributionoffixedbroadbandsubscriptions2023,bytechnologyFixedTerrestrial3.3%Other2.7%Satellite0.5%CableModem30.0%Fiber41.1%DSL21.9%18Description:AsofJune2023,41.1percentoffixedbroadbandconnectionsintheOECDwerefiberconnections.Meanwhile,almost30percentwereclassedasDSLconnections,whichdeliverbroadbandservicesviaexistingtelephonecables.?SouthKoreahadthehighest?shareoffiberconnectionsamongOECDnationsatalmost89percent,followedbyJapanatalmost86percent.ReadmoreNote(s):OECD;June2023Source(s):OECDCHAPTER

03FixedvoiceRevenueofthefixedvoicecommunicationservicesmarketworldwidefrom2017to2028(inbillionU.S.dollars)Revenueofthefixedvoicecommunicationservicesindustryworldwide2017-2028200181.3918016014012010080169.78161.31153.28148.53145.4140.92136.69132.76129.12125.74122.59604020020172018201920202021202220232024202520262027202820Description:Theglobalrevenueinthe'FixedVoice'segmentofthecommunicationservicesmarketwasforecasttocontinuouslydecreasebetween2023and2028byintotal18.3billionU.S.dollars.Aftertheeleventhconsecutivedecreasingyear,theindicatorisestimatedtoreach122.59billionU.S.dollarsandthereforeanewminimumin2028.ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsRevenueperuserofthefixedvoicecommunicationservicesmarketworldwidefrom2017to2028(inU.S.dollars)Revenueperuseroffixedvoicecommunicationservicesworldwide2017-20283024.925201510523.0621.6920.4219.6319.0718.3417.6416.9916.415.8415.33020172018201920202021202220232024202520262027202821Description:Theglobalaveragespendpercapitainthe'FixedVoice'segmentofthecommunicationservicesmarketwasforecasttocontinuouslydecreasebetween2023and2028byintotalthreeU.S.dollars.Aftertheeleventhconsecutivedecreasingyear,theindicatorisestimatedtoreach15.33U.S.dollarsandthereforeanewminimumin2028.ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsRevenueofthelandlinephonesmarketworldwidefrom2018to2028(inbillionU.S.dollars)Revenueofthelandlinephonesindustryworldwide2018-20281099.018.878.738.628.518.288.027.927.928765432107.567.522018201920202021202220232024202520262027202822Description:Theglobalrevenueinthe'LandlinePhones'segmentofthedevicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal0.7billionU.S.dollars(+8.45percent).Aftertheeighthconsecutiveincreasingyear,theindicatorisestimatedtoreach9.01billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):TechnologyMarketInsightsLandlinephonerevenueworldwidefrom2018to2028,bycountry(inmillionU.S.dollars)Worldwiderevenueofthelandlinephonemarket2018-2028ChinaUnitedStatesIndiaJapanGermany2,5002,0002,187.782,148.352,1082,067.442,026.761,957.231,871.371,828.771,797.351,738.541,742.521,0131,5001,00050001,093.481,095.231,083.931,099.661,100.961,102.131,103.081,103.361,046.911,018.41426.36322.83434.1321.38300.17402.34325.74410.38324.82418.39323.85387.69322.563

5

03.4209.

7

1324.45359.893

3

53.1695.

9

2336.76310.23340.35305.5369.213

1

32.9194.

0

3287.74293.89304.76307.31305.6303.87302.122018201920202021202220232024202520262027202823Description:Fromtheselectedregions,therankingbyrevenueinthe'LandlinePhones'segmentofthedevicesmarketisforecasttobeleadbyChinawith2.2billionU.S.dollars.Incontrast,therankingistrailedbyGermanywith300.17millionU.S.dollars,recordingadifferenceof1.9billionU.S.dollarstoChina.ReadmoreNote(s):Worldwide;2018to2028Source(s):TechnologyMarketInsightsNumberoffixed-telephonesubscriptionsworldwidebyregionfrom2005to2023(inmillions)Numberoffixed-telephonesubscriptionsworldwidebyregion2005-2023Asia&PacificEuropeTheAmericasArabStatesCISAfrica1,4001,2001,00080060040020002005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

202324Description:Thenumberoffixed-linetelephonesubscriptionseitherfellorremainedstableinthemajorityofglobalregionsin2023.Fixedlinetelephoneusehasfallenoutoffavoramidthewidespreadadoptionmobileconnectionsworldwide.

ReadmoreNote(s):Worldwide;2005to2023Source(s):ITUNumberoffixed-telephonesubscriptionsper100inhabitantsworldwidefrom2005to2023,byregionFixed-telephonesubscriptionsper100inhabitants2005-2023,byregionAfricaTheAmericasArabStatesAsiaandPacificCIS*Europe50454035302520151050200520062007200820092010201120122013201420152016201720182019202020212022202325Description:TheArabStatesweretheonlyglobalregioninwhichtheshareoffixed-telephonesubscriptionsper100inhabitantsincreasedin2023.Despitethis,fixedtelephonepenetrationintheArabStatesremainedfarlowerthaninEuropeandtheAmericas,wheretherewere29.9and17.7subscriptionsper100inhabitants,respectively.ReadmoreNote(s):Worldwide;2005to2023;*CIS=CommonwealthofIndependentStatesReadmoreSource(s):ITUCHAPTER

04CompaniesRankingoftelecomoperatorsbybrandvaluein2024(inbillionU.S.dollars)Telecomoperatorsbybrandvalue2024BrandvalueinbillionU.S.dollars30

400102050607080DeutscheTelekomVerizon73.3271.75AT&T49.25ChinaMobileNTTGroupXfinity44.2431.0630.0527.48SpectrumOrange20.28VodafoneChinaTelecom14.614.2127Description:TheGermantelecommunicationsgiantDeutscheTelekomwasranke