Studie - 3G in Australia: state of the market and operator strategies

In Australia, 3G migration is continuing at pace, with mobile broadband and smartphones driving competition and industry growth. Indeed, 3G connections comprised 58% of Australian mobile market connections in December 2009. In this report, Nathan Burley discusses the development of the 3G mobile market in Australia, and operator strategies.

Executive summary

In a nutshell

Ovum view

3G market development scenario: 2010—15

3G market development: 2010—15

3G market overview

3G continues to go from strength to strength

Market shares and connection figures

Connections moving to 3G

Network connection market share

Revenue market share

3G helps shift revenues to data

EBITDA market shares

3G net additions and connection market shares

Technology and networks

Rapid traffic growth drives capacity requirements

Roadmap for LTE in Australia

LTE following analogue TV switch off in Australia

LTE in 2.5GHz in Australia

LTE in other existing spectrum allocations in Australia

LTE trials by Australian operators

Telstra potentially excluded from digital dividend and 2.5GHz spectrum

LTE will provide further momentum to wireless broadband substitution

HSPA will continue to support growth prior to LTE

Telstra leads the way on HSPA

Coverage drives network expansion at Optus and VHA

Advantages of different frequency bands

Network-sharing becomes less important

VHA merger creates network complexity

Femtocells likely to appear in the Australian market

Impact of wireless on the NBN business case

Wireless will generate revenues for NBN

Wireless will steal revenues away from NBN

3G operator strategies

Telstra: still in the ascendancy but premium falling

Optus: challenging again

VHA: continued momentum post merger











List of Figures

Figure 1: Australia mobile connections by technology

Figure 2: Total network connection market shares by operator in Australia

Figure 3: Half-yearly changes in mobile service revenue market share in Australia by operator

Figure 4: Operator half-yearly mobile service revenues in Australia

Figure 5: Market share of mobile market EBITDA by operator

Figure 6: 3G connection net additions and 3G connection market shares by operator in Australia

Figure 7: Potential access networks with LTE at Telstra

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