Thailand's Mobile Market Information Q4 2014

Presentation by Yozzo Co.,Ltd.  www.yozzo.com  March 2015 V 1.4

Presentation by Yozzo Co.,Ltd.  www.yozzo.com  March 2015
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Bangkok 2.695.519 2.996.765 5,692,284
Nakhon Ratchasima 1,294,987 1,325,530 2,620,517
Ubon Ratchathani 925,427 919,242 1,844,669
Khonkaen 884,822 905,227 1,790,049
Chiang Mai 816,620 861,664 1,678,284

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Source: NBTC Survey 2014

Subscribers Growth rate Subscribers Growth rate Subscribers Growth rate
2009 65,952,313 1.98% 7,050,943 1.24% 58,901,370 2.07%
2010 71,726,300 2.92% 7,256,473 2.01% 64,469,827 3.03%
2011 77,449,466 1.65% 7,938,934 3.70% 69,510,532 1.42%
2012 84,001,947 3.47% 9,782,683 6.60% 75,229,728 3.07%
2013 93,848,536 3.03% 11,591,587 5.55% 82,256,949 2.38%
2014 97,680,775 2.04% 12,852,830 3.97% 84,827,945 1.76%
Source: Operators | NBTC * Estimated information for Q4 Year 2014.
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0
20.000.000
40.000.000
60.000.000
80.000.000
100.000.000
120.000.000 www.yozzo.com

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2009 98.58% 10.54% 88.04%
2010 106.56% 10.78% 95.78%
2011 114.58% 11.74% 102.83%
2012 127.85% 14.71% 113.14%
2013 140.59% 17.36% 123.22%
2014 145.79% 19.18% 126.60%
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Source: Operators | NBTC *Estimated information for Q4 Year 2014
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Blended 245 205 204 200 194 211 197 188
Post-Paid 693 586 582 582 580 621 606 562
Pre-Paid 197 164 162 160 158 158 140 131
Average Revenue Per User (Excluded Interconnection Charge)
1.00 THB = $0.0304220
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Blended 319 251 253 257 236 240 267 246
Post-Paid 648 539 486 477 400 375 456 367
Pre-Paid 277 217 226 233 217 220 241 228
Mobile MOU (Minute/Month) 2007 – Q4 2014
1.00 THB = $0.0304220
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Revenue per/minute Q3 2013 – Q4 2014
0.48 0.45 0.49 0.44 0.43
0.45 0.44 0.45 0.43 0.44
0.33 0.31 0.29 0.30 0.29

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In 2013 Thailand set the world record in migrating
2G subscribers to 3G, with migration taking even less
time than in Japan.
30% of Thailand’s existing 95 million 2G customers shifted to
3G in only five months.
 Today AIS has 40.8 million 3G users out of 44.3 million
total subscribers.
 DTAC has 20.2 million 3G users out of 28 million total
subscribers.
 True Move claims 21.9 million 3G users out of 23.6
million total subscribers.

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TrueMove H was the first to introduce 4G LTE in Thailand with a trial
service in February 2013 offering up to 100 Mbps and 50 Mbps
download and upload speeds respectively. DTAC followed later as the
second mobile operator to offer 4G services. AIS does not provide 4G.
 Today AIS has ZERO 4G subscribers.
 DTAC has 600,000 4G subscribers.
 True Move claims 800,000 4G subscribers.

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46,52%
28,50%
24,26%
0,15% 0,57%
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Estimated information for Q4 Year 2014

Source: AIS 2014
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Subscribers Q4 2014 4,940,700 39,360,600 44,301,300
Subscribers Q3 2014 4,786,700 39,008,500 43,795,200
Net additions Q4 2014 154,000 352,100 506,100
Net additions Q3 2014 125,600 791,400 917,000
ARPU Q4 2014 608 THB 170 THB Blended 216 THB
MOU Q4 2014 373 256 Blended 269 Min
1.00 THB = $0.0304220
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 92% of total subscribers
 22m using 3G devices
 77 provinces
 97% coverage
 Non-voice grew 5% QoQ
 Non-voice grew 34% YoY
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Source: dtac 2015
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Total as of Q4 2014 3,850,000 24,159,000 28,008,000
Total as of Q3 2014 3,746,000 24,033,000 27,780,000
Net Additions Q4 2014 347,000 -281,000 66,000
Net Additions Q3 2014 88,000 -347,000 -259,000
ARPU Q4 2014 ex. IC. 586 THB 147 THB Blended ex. IC. 202 THB
MOU Q4 2014 ex. IC. 267 183 Blended ex. IC. 194
  
 11,000 2G sites
 11,000 3G sites
 3,000 4G sites
 72% of sub base ported to 3G
 Mobile internet grew 35%YoY
 600,000 4G subscribers
 Smartphone penetration 48%
 Mobile data users 14.1 million.
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1.00 THB = $0.0304220

Source: True Corporation
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True
Total as of Q4 2014 N/A N/A 23,600,000
Total as of Q3 2014 3,672,000 19,767,000 23,440,000
Total as of Q2 2014 3,452,000 19,743,000 23,195,000
Net Additions Q4 2014 N/A N/A 1,900,000
ARPU Q4 2014 N/A N/A 144 THB
1.00 THB = $0.0304220
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  
 4G LTE 2100MHz Trial
 3G on 850, 2100 MHz
 2G 1800 MHz
 Revenue increased 24.0% YoY.
 Mobile Internet rose to 82.3%
of non-voice revenue
 93% of total subscribers are on
3G or 4G.

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SawasdeeShop 1 MVNO 30 Nov 2006 29 Nov 2019
IEC Technology Co., Ltd 1 MVNO 08 Apr 2009 07 Apr 2019
SAMART i-Mobile 1 MVNO 04 May 2009 03 May 2019
Loxley Public Company Limited 1 MVNO 18 Nov 2009 17 Nov 2019
365 Communications Co.,Ltd 1 MVNO 18 Nov 2009 17 Nov 2019
MCONZULT ASIA Co.,Ltd. MOJO3G 1 MVNO 03 Dec 2009 02 Dec 2019
Wireless Device Supply (AIS) 1 MVNO 28 Jul 2010 27 Jul 2015
Advanced Mobile Broadband Co.,Ltd (AIS) 1 MVNO 28 Jul 2010 27 Jul 2015
I Talk Plus – (Advanced Telephone & Telecommunication Co., Ltd) 1 MVNO 25 Aug 2010 24 Aug 2015
Mobile Plus Ltd (i-mobile3GX) under SAMART 1 MVNO 25 Aug 2010 24 Aug 2015
GMM Grammy Public Company Limited 1 MVNO 01 Dec 2010 30 Nov 2015
C.T. Telecom Co., Ltd 1 MVNO 01 Dec 2010 30 Nov 2015
True distribution and sales Co., Ltd. (True Mobile Group) 1 MVNO 01 Dec 2010 30 Nov 2015
a2network (Thailand) Co., Ltd (a2network Japan) 1 MVNO 01 Dec 2010 30 Nov 2015
FTTX infra (Pattaya) Co.,Ltd 1 MVNO 01 Dec 2010 30 Nov 2015
ACUMEN (Subsidiary of Jasmine International Plc) 1 MVNO 04 May 2011 03 May 2016
The following companies have obtained a TYPE 1 MVNO license in Thailand as of Q4 2014

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Siam Advanced Networks Limited. 1 MVNO 4 May 2011 03 May 2016
Dplus Intertrade Company Limited 1 MVNO 04 May 2011 03 May 2016
Jasmine Telecom Systems PLC (Subsidiary of Jasmine International Plc) 1 MVNO 16 June 2011 15 Jun 2016
Loxley Mobile Company Limited 1 MVNO 17 June 2011 16 June 2016
Bliss-tel Public Limited Company 1 MVNO 14 Jan 2013 13 Jan 2018
IP Exchange Company Limited 1 MVNO 14 Jan 2013 13 Jan 2018
Loxley Wireless Company Limited 1 MVNO 14 Jan 2013 13 Jan 2018
M Link Asia Corporation (PCL) 1 MVNO 14 Jan 2013 13 Jan 2018
Digital Gen Co., Ltd - Subsidiary of GMM Grammy Public Company Limited 1 MVNO 14 Jan 2013 13 Jan 2018
SB Telecom (Subsidiary of Softbank Telecom Corp Japan) 1 MVNO 13 Mar 2013 12 Mar 2018
Tesco Mobile UK 1 MVNO 2 Aug 2013 01 Aug 2018
GW.Biz 1 MVNO 20 Dec 2013 19 Dec 2018
EDC Network Asia 1 MVNO 11 Apr 2014 10 Apr 2019
Data CDMA Communications Limited 1 MVNO 23 Jun 2014 22 Jun 2019
Media Knowledge Co Ltd 1 MVNO 31 Aug 2014 30 Aug 2019
Mobile LTE limited company 1 MVNO 09 Dec 2014 08 Dec 2019
King Telecoms 1 MVNO 18 Dec 2014 17 Dec 2019
The following companies have obtained a TYPE 1 MVNO license in Thailand as of Q4 2014

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2,971,326 2,715,712
19.30%
5.26%
Metropolitan Provincial Area
Metropolitan Provincial Area

Source: NBTC *Estimated information for Q4 Year 2014
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5,687,038
97,680,775
Fixed
Mobile

Dial-up modem,
ISDN
Wireless Mobile
2G, CDMA, GPRS
ADSL, VDSL,
Satellite, FTTH
Wireless 3G mobile
WCDMA, EV-DO
-
7,126,400 3,4% 8.9% 45% 40.3% 2.4%
1,502,900 3.0% 3.4% 56% 35.6% 2%
2,458,000 3.4% 8.5% 42.7% 42.7% 2.7%
1,064,800 2.6% 9.3% 49.4% 37.9% 0.8%
1,253,100 4.1% 13% 37% 43.4% 2.6%
847.500 3.6% 13.4% 38.8% 40.1% 4.1%
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Source: National Statistical Oﬃce of Thailand Survey 2014

Source: Thai Network Information Foundation | National Statistical Oﬃce of Thailand | NBTC | NECTEC
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 Internet Users: 26,140,473,
 Internet Penetration: 39.06%
 Internet Broadband: 5,687,038 Subscribers
 Broadband Penetration per Population: 8.20%
 Broadband Penetration per Household: 27.36%
 Price/Kbps = 0.10 THB
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3.204.499
3.822.354
4.351.909
4.930.419
5.491.095
0
1.000.000
2.000.000
3.000.000
4.000.000
5.000.000
6.000.000 www.yozzo.com
Source: ISP | NBTC

Source: Millward-Brown AdReaction-2014
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Tablet
Television
Laptop
Mobile
Excl. SMS/Calls
Thai consumers spends 3.1 hours
of his/her daily media routine via
their mobile device. (Excl. SMS/Voice)
#1 MOBILE
minutes
minutes
minutes
minutes
The average user in thailand consumes 7.4 hours of media per day
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• Thailand has the 3rd. largest Facebook population in the world with 30 million users.
• Bangkok has more Facebook users than any other city in the world with 14 million.
• 93% of Thai Internet users access Facebook every week, compared to 47% globally.
• 19 million, access Facebook through their mobile device.
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LINE users in Thailand (Oct. 2014)
• Facebook 93%
• Line 87%
• Google+ 34.5%
• Instagram 34%
• Twitter 16.1%
Source: ETDA/MICT | LINE | Facebook | 2014
4.5 million Twitter accounts and 1.7 million Instagrammers.
81% of smartphone users in Thailand have downloaded and use mobile
chat apps for daily communication.

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Source: Nokia Solutions and Networks (Thailand).
I need
more data

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1011010101101
0101101111011
10011011011000
3GB
Average video consumption for mobile video users is 3 GB per/month
Thailand's smartphones users are avid video watchers
with 53% watching video at least once a day

Source: YouTube/Google
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Traffic on YouTube via mobile
devices has jumped more than
six-fold over the past two years.
Traffic via mobile device
11%
Traffic via mobile device
43% Thailand has the 2nd highest
amount of YouTube views in Asia
1. Japan
2. Thailand
3. India
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50% of Thailand’s YouTube viewers
browse the internet while watching
TV, with 22:00 (10pm) as the peak
viewing time.

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Source: IDC Thailand
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Source: Nokia Solutions and Networks (Thailand).
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During the last three years, Android has
increased its lead in the smartphone market
from 32% in 2011 to 73% end of 2014.
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iOS 15%
Other 6%

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While smartphones priced at 2,000 THB accounts
for almost 20% of the total Thai smartphone market
6-12 months compared with 18 months previously

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 After March 1, 2015 - all airtime call packages must be billed on per-second basis.
 The average charge for 2G service must not exceed 0.99/per minute.
For 3G on the 2.1 GHz spectrum, the voice price must not exceed 0.84/per minute
 In compliance with regulators mandates
• Customer gets minimum 30 days balance for every prepaid top‐up value.
• The value can be accumulated for 365 days.
 NBTC announced the mandate for network infrastructure sharing among operators
i.e. tower, land, site facilities, etc. in April 2013.
 The action is subjected to availability of network capacity.
1.00 THB = $0.0304220

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Indonesia: 0.32 THB/per minute
Thailand: 0.84 THB/per minute
Malaysia: 1.05 THB/per minute
Myanmar: 1.60 THB/per minute
Vietnam: 1.92 THB/per minute
Cambodia: 2.17 THB/per minute
Singapore: 2.90 THB/per minute
Laos: 3.21 THB/per minute
Brunei: 4.63 THB/per minute
Philippines: 4.72 THB/per minute
Indonesia: 0.37 THB per SMS
Vietnam: 0.48 THB per SMS
Laos: 0.64 THB per SMS
Philippines: 0.72 THB per SMS
Myanmar: 0.80 THB per SMS
Cambodia: 1.05 THB per SMS
Malaysia: 1.05 THB per SMS
Singapore: 1.18 THB per SMS
Brunei: 1.18 THB per SMS
Thailand: 1.33 THB per SMS
Laos: 0.10 THB per Mb
Singapore: 0.11 THB per Mb
Malaysia: 0.21 THB per Mb
Thailand: 0.28 THB per Mb
Cambodia: 0.60 THB per Mb
Philippines: 0.78 THB per Mb
Brunei: 1.25 THB per Mb
Vietnam: 2.30 THB per Mb
Indonesia: 4.43 THB per Mb
*Myanmar: 0.13 THB per minute
Price per minute in Thai baht (THB) Price per message in Thai baht (THB) Price per Mb in Thai baht (THB) 3G
*Myanmar does not charge per usage but in time slots

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2G 2.5 2.7
3G 3.5 3.9 LTE
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NBTC
Regulator
900 MHz
17.5MHz‐Bandwidth
AIS
17.5MHz
2100 MHz
15MHz‐Bandwidth
MVNO
15MHz
2100 MHz
45MHz‐Bandwidth
AIS
15MHz
DTAC
15MHz
True
15MHz
1800 MHz
75MHz‐Bandwidth
DPC
12.5MHz
True
12.5MHz
DTAC
50MHz
850 MHz
25MHz‐Bandwidth
DTAC
10MHz
True
15MHz
BTO contract ends 2015
MVNO Wholesale contracts
Auctioned license
Auctioned license
Auctioned license
Ended 2013
Ended 2013
Ends 2018
BTO contract ends 2018
Wholesale - Resell
License ends 2015
License ends 2025
License ends 2027
License ends 2025
License
BTO contract
Ends 2018
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TOT/CAT NBTC
Till 2013-2018 15-years
TOT/CAT Operator
20-30% revenue share 5.25% of revenue
(Type 3 License)
*BTO is Build Transfer Operate contract. Note: Operators have to pay a numbering fee at Bt2/number/month to the regulator

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BTO contract regulatory fee = Revenue share + Access charge
Ceased since 2007
5.25% = 1.5%
Paid to Regulator
+ 3.75%
Paid to Regulator
Upfront license bidding cost THB 13.5 - 14.6 Billion for 2x15 MHz.
1.00 THB = $0.0304220

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Interconnection charge (IC) or termination
charge is a bilateral agreement charge levied by
network operators on other service providers to
recover the costs of the interconnection facilities
provided by the network operators.
AIS, DTAC and TRUE agree to pay IC rate at THB 1.00/min.
The new IC rate of THB 0.45 per minute is applied from 1 July 2013.
TOT‐3G does not enter into IC agreement with any operators
1.00 THB = $0.0304220
The regulator has pledged to introduce a lower mobile termination rate than the current 0.45
baht ($0.014) per minute to help operators comply with the per-second billing new policy.

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National roaming happens when one operator allow its customers to originate/receive traffic using network of other operators.
National Roaming ensures that customers have seamless connection experience.
• Subscriber uses 2G handsets.
• Subscriber makes/receives a call outside of 3G coverage
• Provide network capacity to support traffic
originated/received from customer of 3G Operator.
• Subjected to 30% revenue sharing to TOT/CAT
Provide roaming service Pay roaming charge

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Yozzo is a Telecom Consulting firm, specializing in Information and Communications Technology (ICT).
We assist public and private sector clients in their decision making through market insights,
experience and technical skills. Our clients includes: Governments, Telecom Regulators, Telecom
operators, MVNO’s, Mobile device manufacturers, Retailers, Software & Service providers, Media and
Broadcasting companies.
We approach consultancy engagements from a commercial perspective, with the aim of adding
significant value to your business by identifying and pursuing: growth opportunities, create products,
services, and businesses that improve the efficiency, productivity, and profitability of your business.

Thailand's Mobile Market Information Q4 2014

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Thailand's Mobile Market Information Q4 2014