Mobile Services in Developed Asia-Pacific: Trends and Forecasts 2019-2024

"Operators seeking to compete against aggressive challengers should identify alternative ways to differentiate their product portfolios."

This report examines the key trends and drivers, and provides telecoms market forecasts for mobile communication services in the developed Asia-Pacific (DVAP) region. It includes worldwide context and commentary on seven key countries: Australia, Hong Kong, Japan, New Zealand, Singapore, South Korea and Taiwan.

This report provides:

• a 5-year forecast of 118 mobile KPIs for the DVAP region as a whole and for seven key countries

• an in-depth analysis of the trends, drivers and forecast assumptions for each type of mobile service, and for key countries

• an overview of operator strategies and country-specific topics, in order to highlight similarities and differences by means of a cross-country comparison

• a summary of results, key implications and recommendations for mobile operators.

GEOGRAPHICAL COVERAGE:

Countries modelled individually:

Table of Contents

• 5. Executive summary
• 6. Executive summary
• 7. Worldwide trends
• 8. Worldwide: mobile data demand will drive telecoms revenue growth in most regions; mobile revenue will only decline in DVAP during the forecast period
• 9. Regional trends
• 10. Mobile IoT will be the only area of growth in terms of revenue and the number of connections
• 11. The take-up of 5G services in DVAP will be rapid thanks to favourable demand-side conditions
• 12. ARPU will gradually stabilise during the forecast period
• 13. Commercial 5G launches and the ongoing expansion of 5G networks will be the main focus areas for operators
• 14. Country-level trends
• 15. Australia: mobile handset revenue will grow, driven by increased smartphone adoption and data consumption
• 16. Hong Kong: competition in the value segment will intensify; incumbent operators will respond by increasing tariffs for premium customers
• 17. Japan: market competition will increase after the entrance of the new MNO
• 18. New Zealand: mobile customers will continue to migrate from prepaid to postpaid plans
• 19. Singapore: the mobile market has been strongly affected by the entry of a fourth MNO
• 20. South Korea: the launch of 5G mobile plans will help to reduce price pressure
• 21. Taiwan: MNOs will struggle to monetise the rapid increase in data consumption
• 22. Forecast methodology and assumptions
• 23. Our forecast model is supported by sound market knowledge
• 24. Examples of forecast input drivers
• 25. About the authors and Analysys Mason
• 26. About the authors
• 27. Analysys Mason's consulting and research are uniquely positioned
• 28. Research from Analysys Mason
• 29. Consulting from Analysys Mason

List of figures

• Figure 1: Telecoms and pay-TV retail revenue by type and total service revenue, developed Asia--Pacific, 2014--2024
• Figure 2: Mobile service revenue by location, developed Asia--Pacific and worldwide, 2014--2024
• Figure 3: Telecoms retail revenue by mobile service type, and mobile ARPU, developed Asia--Pacific, 2014--2024
• Figure 4: Telecoms retail revenue and growth rate by service type, developed Asia--Pacific, 2014--2024
• Figure 5: Mobile connections by type, developed Asia--Pacific (million), 2014--2024
• Figure 6: Mobile connections by generation, developed Asia--Pacific (million), 2014--2024
• Figure 7: Mobile ARPU by type, developed Asia--Pacific (USD per month), 2014--2024
• Figure 8: Contract share of mobile connections (excluding IoT), developed Asia--Pacific, 2014--2024
• Figure 9: Mobile data traffic per connection, developed Asia--Pacific (MB per month), 2014--2024
• Figure 10: Mobile penetration by country, developed Asia--Pacific, 2014--2024
• Figure 11: Mobile ARPU by country, developed Asia--Pacific, 2014--2024
• Figure 12: Mobile ARPU, Australia (AUD per month), 2014--2024
• Figure 13: Mobile connections by type, Australia (million), 2014--2024
• Figure 14: Mobile ARPU, Hong Kong (HKD per month), 2014--2024
• Figure 15: Mobile connections by type, Hong Kong (million), 2014--2024
• Figure 16: Mobile ARPU, Japan (JPY per month), 2014--2024
• Figure 17: Mobile connections by type, Japan (million), 2014--2024
• Figure 18: Mobile ARPU, New Zealand (NZD per month), 2014--2024
• Figure 19: Mobile connections by type, New Zealand (million), 2014--2024
• Figure 20: Mobile ARPU, Singapore (SGD per month), 2014--2024
• Figure 21: Mobile connections by type, Singapore (million), 2014--2024
• Figure 22: Mobile ARPU, South Korea (SKW per month), 2014--2024
• Figure 23: Mobile connections by type, South Korea (million), 2014--2024
• Figure 24: Mobile ARPU, Taiwan (TWD per month), 2014--2024
• Figure 25: Mobile connections by type, Taiwan (million), 2014--2024