Q1 2013 www.businessmonitor.com VIETNAM TELECOMMUNICATIONS REPORT INCLUDES 5-YEAR FORECASTS TO 2017 ISSN 1748-4944 Published by:Business Monitor International Vietnam Telecommunications Report Q1 2013 INCLUDES 5-YEAR FORECASTS TO 2017 Part of BMI’s Industry Report & Forecasts Series Published by: Business Monitor International Copy deadline: December 2012 Business Monitor International © 2012 Business Monitor International Senator House All rights reserved. 85 Queen Victoria Street London All information contained in this publication is EC4V 4AB copyrighted in the name of Business Monitor United Kingdom International, and as such no part of this Tel: +44 (0) 20 7248 0468 publication may be reproduced, repackaged, Fax: +44 (0) 20 7248 0467 redistributed, resold in whole or in any part, or used Email: [email protected] in any form or by any means graphic, electronic or Web: http://www.businessmonitor.com mechanical, including photocopying, recording, taping, or by information storage or retrieval, or by any other means, without the express written consent of the publisher. 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Vietnam Telecommunications Report Q1 2013 CONTENTS BMI Industry View ............................................................................................................... 7 BMI Industry View ..................................................................................................................................... 7 SWOT .................................................................................................................................... 9 Mobile ..................................................................................................................................................... 9 Wireline ................................................................................................................................................. 11 Industry Forecast .............................................................................................................. 13 Mobile ................................................................................................................................................... 13 Table: Telecoms Sector - Mobile - Historical Data And Forecasts .................................................................................... 13 ARPU .................................................................................................................................................... 15 Table: Telecoms Sector - Mobile ARPU - Historical Data And Forecasts (US$) ...................................................................... 15 Fixed-Line .............................................................................................................................................. 16 Table: Telecoms Sector - Fixed Line - Historical Data And Forecasts ................................................................................ 16 Broadband ............................................................................................................................................. 18 Table: Telecoms Sector - Internet - Historical Data And Forecasts ................................................................................... 18 Industry Business Environment Overview ...................................................................... 21 Industry Business Environment Overview ..................................................................................................... 21 Table: Asia Pacific Telecoms Risk/Reward Ratings Q113 ............................................................................................. 26 Vietnam ................................................................................................................................................. 26 Market Overview ............................................................................................................... 29 Table: Vietnam Mobile Market Regional Comparison, 2011 .......................................................................................... 30 Key Market Developments ....................................................................................................................... 30 Market Growth ...................................................................................................................................... 31 Market Shares ....................................................................................................................................... 32 Table: Vietnam Mobile Market, September 2012 ....................................................................................................... 34 ARPU .................................................................................................................................................. 34 Potential New Entrants ........................................................................................................................... 34 Mobile Content/Value-Added Services ........................................................................................................ 35 Table: Value-Added Services ........................................................................................................................... 37 Mobile Operator Data ............................................................................................................................ 38 Table: Vietnam Mobile Market Overview (©000) ....................................................................................................... 38 Table: Viettel ............................................................................................................................................ 39 Table: VinaPhone ....................................................................................................................................... 39 Table: MobiFone ........................................................................................................................................ 39 Table: Gmobile (previously Beeline VN) ............................................................................................................... 40 Table: Vietnamobile .................................................................................................................................... 40 Table: S-Fone ........................................................................................................................................... 40 Table: EVN Telecom .................................................................................................................................... 41 Mobile Regional Content .......................................................................................................................... 41 Table: Selected NFC Developments, 2011 .............................................................................................................. 44 © Business Monitor International Page 4 Vietnam Telecommunications Report Q1 2013 Fixed Line .............................................................................................................................................. 49 Fixed-Line ............................................................................................................................................ 49 Long-Distance Services ........................................................................................................................... 50 Fixed-Wireless ...................................................................................................................................... 51 Broadband ............................................................................................................................................. 51 Internet ................................................................................................................................................ 52 Broadband ............................................................................................................................................ 54 Pay-TV ................................................................................................................................................ 55 Industry Trends & Developments .................................................................................... 58 Industry Trends And Developments ............................................................................................................. 58 Networks .............................................................................................................................................. 58 Mobile Broadband ................................................................................................................................. 62 WiMAX ...............................................................................................................................................