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Introduction

The Asian communications market is in a period of transition. The boom years of dramatic connection growth are giving way to a more saturated mobile connection market. This report identifies and discusses current trends in the Asian telecoms market.

Highlights

  • Competitive and regulatory pressures on CSPs are rising in major markets within Asia. This is occurring at a time when connection growth in many markets is easing and annual revenue growth can no longer be taken for granted.

Features and Benefits

  • Assesses the impact of heightened competition and regulation on communications service provider profitability, and how operators are likely to respond.
  • Looks at how communications service providers will respond to profitability pressure, especially with structural changes such as mergers and infrastructure sharing.

Key questions answered

  • What factors are putting pressure on Asian communications service providers' profitability?
  • How are Asian communications service providers likely to respond to profit pressure?

Table of contents

Summary

  • Catalyst
  • Ovum view
  • Key messages

Recommendations

  • Recommendations for service providers

Mobile competition and regulation gets tougher

  • Price disruptors pressure CSPs
  • Price pressure and 5G rollout is a potent mix

Restructuring trend is emerging

  • M&As have accelerated
  • Infrastructure sharing emerges for 5G

Data center proliferation

  • Asia's data infrastructure will boom
  • CSP data infrastructure providers face tough competition

Appendix

  • Methodology
  • Further reading
  • Author