タイの通信市場:通信・モバイル・ブロードバンド(統計、分析)

【英語タイトル】Thailand Telecoms Market Report : Telecoms, Mobile and Broadband - Statistics and Analyses

BuddeCommが出版した調査資料(BUD221202)・商品コード:BUD221202
・発行会社(調査会社):BuddeComm
・発行日:2022年12月
・ページ数:173
・レポート言語:英語
・レポート形式:PDF
・納品方法:Eメール
・調査対象地域:タイ
・産業分野:IT・通信
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❖ レポートの概要 ❖

BuddeComm社の本調査資料では、タイの通信市場について調査し、主要統計、アジア地域市場比較、国別概要、新型コロナウイルスが通信市場に与える影響、通信市場、規制環境、モバイル市場、固定ブロードバンド市場、デジタル経済、固定ネットワーク事業者、通信インフラなどの内容を掲載しています。

・主要統計
・アジア地域市場比較
・国別概要
・新型コロナウイルスが通信市場に与える影響
・タイの通信市場
・タイの規制環境
・タイのモバイル市場
・タイの固定ブロードバンド市場
・タイのデジタル経済
・タイの固定ネットワーク事業者
・タイの通信インフラ

Planned True-DTAC merger set to alter Thailand’s mobile market dynamicsThailand’s telecom sector is relatively mature and hosts a mix of public and private sector players. The mobile market is highly developed and has experienced strong growth over the last seven years. The market returned to growth in 2021 after it contracted in 2020 driven by the Covid-19 pandemic, and a steep decline in inbound tourism. However, it remains highly saturated, owing to overall maturity and the popularity of multiple SIM card use, which has resulted in a particularly high penetration rate.
In general, the sector retains considerable potential given the impetus of 5G, the recent spectrum auctions, and continued network deployments by the country’s network operators. Further auctions of spectrum in the 700MHz band (being repurposed from digital TV broadcasting), and in the 3.6GHz range will further improve network capacity.
The announcement of the planned merger of True and DTAC, the country’s second and third largest mobile network operators, holds the potential to significantly alter the mobile market’s dynamics. Notably, if approved, the new entity would displace the current market leader AIS. Additionally, this could risk establishing an unofficial duopoly in the market (despite the presence of the far smaller National Telecom and other players such as MVNOs) posing a risk to consumer choice and benefits.
In the wireline segment, the decline in fixed-line penetration is expected to continue as subscribers migrate to mobile networks for voice and data services. More recently, the emphasis among operators has been to bolster their fibre footprints in key high-value areas. The transition to fibre from DSL and cable has also been facilitated by changes to the regulatory structure that have removed some barriers to investment. This is supporting the cannibalisation of older copper-based DSL lines by fibre. However, the returns from this investment remain a long-term prospect as consumers still favour entry-level packages.
There is also strong interest from the government, as well as private vendors, in establishing Thailand as a data centre hub to serve the region. Recent developments include Amazon tapping Thailand for a data centre build to support its hyperscale infrastructure in the Asia Pacific region, as well as Telehouse’s facility set for launch in 2023.
The size, capacity and spread of existing data centres in the Greater Mekong Subregion (GMS) outside of Thailand is small. However, Thailand retains some advantages to attract investment, including improved fibre connectivity and international bandwidth. Increasing submarine capacity, such as the SJC2 cable to come online later in 2022, will considerably improve Thailand’s potential as a regional hub.
The outbreak of the Covid-19 pandemic had a significant impact on production and supply chains globally during 2020, impacting electronic device production and operators’ ability to maintain and expand their infrastructure, hampering their 5G network rollouts. On the consumer side, spending on telecoms services and electronic devices was severely weakened over the 2020/2021 period, reflecting the effect of large-scale job losses and the decline in disposable incomes.
However, the Covid-19 pandemic highlighted the crucial nature of telecom services, beyond general communication, as a tool for virtual services such as e-learning, telehealth, e-commerce, and remote working, as well as digitisation in the public sector. This helped to offset pressures on revenues.
During 2021, supply chain bottlenecks eased, enabling the resumption of 5G network expansions and device production. Over the coming years, the uptake of virtual applications and services will continue to trend upwards, supporting demand for mid-range and premium devices as well as digital infrastructure to support high-speed data services and cloud-based solutions, for example.
Although it is challenging to predict and interpret the long-term impacts of the crisis, the industry forecasts reflect a Thai market recovering from the acute impacts of the pandemic, buoyed by a successful vaccine rollout and an ongoing economic recovery lifting consumer purchasing power. The main risk to our outlook stems from external economic factors including the impact of the pandemic on Thailand’s trade partners as well as the ongoing conflict between Ukraine and Russia.
The report also covers the responses of the telecom operators as well as government agencies and regulators as they react to the crisis to ensure that citizens can continue to make optimum use of telecom services. This can be reflected in subsidy schemes and the promotion of tele-health and tele-education, as well as the pursuit of the state’s e-government ambitions.
During 2020 and 2021, the Board of Investment of Thailand also introduced a raft of measures that helped to insulate tech-focused firms from the impact of the Covid-19 pandemic, as well as to attract further investment in the Eastern Economic Corridor development project’s seven special economic zones.
The Thai government continues to pursue its industrial policy, Thailand 4.0, which prioritises the country’s transformation into a digital economy. The strategy has made progress with various schemes underway, including at least 100 smart city projects that are expected to be created over the next two decades.
This report update includes the latest Telecom Maturity Index charts and analyses; an assessment of the global impact of the pandemic on the telecoms sector; the regulator’s market data updates to December 2021; telcos’ operating and financial data to 2021; and other recent market developments.

Key Developments
• DTAC and True Corporation agree to merge their operations into a new entity.
• The process of migrating 700MHz spectrum from broadcasting to telecom services gets under way.
• AIS subsidiary AWN receives its 700MHz spectrum license, valid for 15 years, costing THB17.58 billion.
• TOT Corp – CAT Telecom merger concludes in the formation of new entity National Telecom.
• Work begins on the 8,000km MIST submarine cable connecting Thailand to Singapore, Malaysia, Myanmar, and India.
• Thailand improves data centre hub credentials as Amazon plans data centre builds and Telehouse announces a data centre set for launch in 2023.
• FttP sector continues to show strong growth in urban areas.
• Thaicom hands over Thaicom 4 and Thaicom 6 satellites to National Telecom and seeks revenue diversification beyond core satellite business.

Key companies mentioned in this report:
TOT Corp, CAT Telecom, True Corp, True Move, TT&T, AIS, DTAC, Thaicom, Triple T Broadband, AIS, DTAC, Cable Thai (CTH).

❖ レポートの目次 ❖

Key statistics
Regional Asia market comparison
 Market characteristics
 Market Leaders
 Market Challengers
 Market Emergents
 TMI vs GDP
 Mobile and mobile broadband penetration
 Fixed versus mobile broadband penetration
Country overview
Covid-19 and its impact on the telecom sector
 Economic considerations and responses
 Subscribers
 Infrastructure
Telecommunications market
 Market analysis
Regulatory environment
 Regulatory authorities
o National Telecommunications Commission (NTC)
o National Broadcasting and Telecommunications Commission (NBTC)
o Ministry of Digital Economy and Society
 Fixed-line developments
o Master Plans
o Telecommunications Act 2001
 Mobile network developments
o National security
o Spectrum
o Tariffs
o SIM card registration
o Tower sharing
Mobile market
 Market analysis
 Mobile statistics
 Mobile infrastructure
o 5G
o 4G/LTE
o 3G
o GSM
o Mobile broadband
 Major mobile operators
o Advanced Wireless Network (AWN)
o DTAC
o TrueMove
o Telephone Organization of Thailand Corp (TOT)
o Communications Authority of Thailand (CAT)
o National Telecom
o TT&T
 MVNOs
Fixed-line broadband market
 Market analysis
 Broadband statistics
 Broadband service providers
o True Online
o Triple T Broadband
 Fibre-to-the-Premises (FttP) networks
o AIS
 Other fixed broadband services
o Wi-Fi
o Community projects
Digital economy
 e-Government
 e-Commerce
 e-Health
Fixed network operators
 Introduction
 National telecom
o TOT Corp
o CAT Telecom
 True Corp
 Advance Information Services (AIS)
Telecommunications infrastructure
 Overview of the national telecom network
 Government Infrastructure Projects
 International infrastructure
o Overview
o Submarine cable networks
o Satellite networks
 Data Centres
o Providers
o Government developments
 Smart infrastructure
o Internet of Things (IoT)
o Smart cities
o Smart grids
Glossary of abbreviations
Related reports

List of Tables
• Table 1 – Top Level Country Statistics and Telco Authorities – Thailand – 2022 (e)
• Table 2 – Development of telecom sector revenue (THB million) – 2017 – 2020
• Table 3 – Development of telecom revenue by type (THB million) – 2012 – 2019
• Table 4 – Development of mobile service revenue by type (THB million) – 2016 – 2021
• Table 5 – Percentage of the population covered by type of mobile network – 2014 – 2020
• Table 6 – Growth in the number of mobile subscribers and penetration – 2012 – 2027
• Table 7 – SMS traffic – 2012 – 2021
• Table 8 – MMS traffic – 2017 – 2021
• Table 9 – Change in the number of base stations by spectrum band – 2019 – 2021
• Table 10 – Growth in the number of mobile broadband subscribers and penetration – 2012 – 2027
• Table 11 – Operator share of the mobile market – 2012 – 2021
• Table 12 – Development of AIS’s revenue and annual change – 2012 – 2021
• Table 13 – Development of AIS’s financial data (THB billion) – 2012 – 2021
• Table 14 – Change on the number of AIS’s mobile subscribers (million) – 2012 – 2021
• Table 15 – Development of AIS’s mobile ARPU (THB / user / month) – 2012 – 2021
• Table 16 – Change in AWN’s mobile churn – 2016 – 2021
• Table 17 – Change in the number of DTAC’s mobile subscribers (million) – 2012 – 2021
• Table 18 – Change in DTAC’s mobile ARPU (THB / user / month) – 2012 – 2021
• Table 19 – Development of DTAC’s telecom revenue – 2013 – 2021
• Table 20 – Development of DTAC’s revenue (THB billion) – 2013 – 2021
• Table 21 – Development of TrueMove H’s financial data (THB million) – 2012 – 2021
• Table 22 – Development of True Corp’s financial data (THB million) – 2012 – 2021
• Table 23 – Change in the number of TrueMove’s mobile subscribers (million) – 2012 – 2021
• Table 24 – Development of True Move’s mobile ARPU (THB / user / month) – 2012 – 2021
• Table 25 – CAT Telecom financial data (THB million) – 2012 – 2020
• Table 26 – Growth in the number of fixed broadband subscribers and penetration – 2012 – 2027
• Table 27 – Change in the proportion of fixed broadband subscribers by technology – 2016 – 2021
• Table 28 – Growth in the number of fixed broadband subscribers by technology (million) – 2012 – 2019
• Table 29 – Change in fixed broadband traffic capacity by platform (Gb/s) – 2016 – 2021
• Table 30 – Change in fixed broadband access revenue (THB million) – 2016 – 2021
• Table 31 – Increase in the number of TrueOnline’s fixed broadband subscribers – 2012 – 2021
• Table 32 – Development of TrueOnline’s annualised fixed broadband ARPU – 2012 – 2021
• Table 33 – Increase in the number of AIS’s fixed broadband subscribers – 2015 – 2021
• Table 34 – Development of AIS’s fixed broadband ARPU – 2015 – 2021
• Table 35 – Change in the number of fixed lines in service and penetration – 2012 – 2027
• Table 36 – Increase in international internet bandwidth – 2012 – 2020
• Table 37 – Historic – Mobile subscribers, penetration, and annual growth – 1999 – 2011
• Table 38 – Historic – AIS mobile subscribers (million) – 2004 – 2011
• Table 39 – Historic – Fixed broadband subscribers and penetration – 2001 – 2011
• Table 40 – Historic – DSL subscribers – 2002 – 2014
• Table 41 – Historic – Fibre-based broadband subscribers – 2010 – 2014
• Table 42 – Historic – True’s fixed-line subscribers – 2004 – 2015
• Table 43– Historic – Fixed lines and Penetration – 1995 – 2011
• Table 44 – Historic – AIS mobile ARPU (THB / user / month) – 2007 – 2011
• Table 45 – Historic – True Move mobile subscribers (million) – 2008 – 2011
• Table 46 – Historic – True Move ARPU (THB / user / month) – 2007 – 2011
• Table 47 – Historic – TrueOnline fixed broadband subscribers – 2008 – 2011
• Table 48 – Historic – DTAC mobile subscribers (million) – 2007 – 2011
• Table 49 – Historic – DTAC mobile ARPU (THB / user / month) – 2008 – 2011
• Table 50 – Historic – TOT’s fixed-line subscribers – 2005 – 2013
• Table 51 – Historic – Increase in international internet bandwidth – 2008 – 2011
List of Charts
• Chart 1 – Asia Telecoms Maturity Index – Market Leaders
• Chart 2 – Asia Telecoms Maturity Index – Market Challengers
• Chart 3 – Asia Telecoms Maturity Index – Market Emergents
• Chart 4 – Asia – Telecoms Maturity Index vs GDP per capita
• Chart 5 – Asia – Mobile subscriber penetration vs mobile broadband penetration
• Chart 6 – South East Asia – Mobile subscriber penetration vs mobile broadband penetration
• Chart 7 – South East Asia – Fixed and mobile broadband penetration
• Chart 8 – Development of telecom sector revenue – 2017 – 2020
• Chart 9 – Development of telecom revenue by type – 2012 – 2019
• Chart 10 – Development of mobile service revenue by type – 2016 – 2021
• Chart 11 – Growth in the number of mobile subscribers and penetration – 2012 – 2027
• Chart 12 – SMS traffic – 2012 – 2021
• Chart 13 – MMS traffic – 2017 – 2021
• Chart 14 – Growth in the number of mobile broadband subscribers and penetration – 2012 – 2027
• Chart 15 – Operator share of the mobile market – 2012 – 2021
• Chart 16 – Development of AIS’s revenue and annual change – 2012 – 2021
• Chart 17 – Development of AIS’s financial data – 2012 – 2021
• Chart 18 – Change on the number of AIS’s mobile subscribers – 2012 – 2021
• Chart 19 – Development of AIS’s mobile ARPU – 2012 – 2021
• Chart 20 – Change in the number of DTAC’s mobile subscribers – 2012 – 2021
• Chart 21 – Change in DTAC’s mobile ARPU – 2012 – 2021
• Chart 22 – Development of DTAC’s telecom revenue – 2013 – 2021
• Chart 23 – Development of DTAC’s revenue – 2013 – 2021
• Chart 24 – Development of TrueMove H’s financial data – 2012 – 2021
• Chart 25 – Development of True Corp’s financial data – 2012 – 2021
• Chart 26 – Change in the number of TrueMove’s mobile subscribers (million) – 2012 – 2021
• Chart 27 – Development of True Move’s mobile ARPU – 2012 – 2021
• Chart 28 – CAT Telecom financial data – 2012 – 2020
• Chart 29 – Growth in the number of fixed broadband subscribers and penetration – 2012 – 2027
• Chart 30 – Growth in the number of fixed broadband subscribers by technology – 2012 – 2019
• Chart 31 – Change in fixed broadband access revenue – 2016 – 2021
• Chart 32 – Increase in the number of TrueOnline’s fixed broadband subscribers – 2012 – 2021
• Chart 33 – Development of TrueOnline’s annualised fixed broadband ARPU – 2012 – 2021
• Chart 34 – Increase in the number of AIS’s fixed broadband subscribers – 2015 – 2021
• Chart 35 – Development of AIS’s fixed broadband ARPU – 2015 – 2021
• Chart 36 – Change in the number of fixed lines in service and teledensity – 2012 – 2027
• Chart 37 – Increase in international internet bandwidth – 2012 – 2020
List of Exhibits
• Exhibit 1 – Map of Telecom Maturity Index global ranking among countries in Asia
• Exhibit 2 – Generalised Market Characteristics by Market Segment
• Exhibit 3 – Asia – Market Leaders and market developments
• Exhibit 4 – Asia – Market Challengers and market developments
• Exhibit 5 – Asia – Market Emergents and market developments
• Exhibit 6– 5G auction result – February 2020
• Exhibit 7 – DTAC payments for spectrum concessions – June 2020
• Exhibit 8– Principal submarine cable networks
• Exhibit 9 – Thaicom’s satellite network
• Exhibit 10 – Inet’s Data Centres
• Exhibit 11 – TCC Technology’s data centres
• Exhibit 12– International internet gateway operators in Thailand



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