《xx电信市场分析》ppt课件

1、1Romanian Telecom Market OverviewPresentation Zilele BIZ Bucharest, October 20042Romanian Telecommunication market3Source: Roland Berger Strategy Consultants estimates and analysisMobile telephony Fixed telephony Internet and other data transmission services Evolution of the Romanian telecom market1

2、 EUR mBreakdown of Romanian telecom market by segments, 2003 %CAGR = 8.5%Note: 1 Including fixed telephony services, mobile telephony services, Internet, data transmission and leased lines; excluding internal telecom services on own infrastructure of Teletrans and Telecomunicatii CFRRomanian Telecom

3、munication market4Source: MCTI, ANRC, OTE, ITU, Roland Berger analysisNote: E = EstimateDevelopment of the number of fixed telephone lines m and penetration rate %, 2000 2004CAGR = 3.3%Romanian Telecommunication market5Evolution of fixed telephony market1 , 2000 2004 EUR mComments868903921825860 The

4、 2003 drop of the market was mainly due to lower tariffs in real terms as compared to 2002, as well as shrinking interconnection and fixed to mobile tariffs Moreover new players emerging after the opening up of the fixed line market led to decreases in tariffs for international calls and subsequentl

5、y long distance calls In spite of the 2004 soar in tariffs for local calls, Romtelecom is likely to decrease these tariffs once competition makes way in the local calls segment as wellNotes: 1 Including international private leased circuits E = EstimateSource: ANRC, Roland Berger estimates and analy

6、sis678Romanian Telecommunication market9Growth in the number of users1 thou and the penetration rate %, 1998 2004 Source: ANRC, Roland Berger estimates and analysisNote: 1 Total number of users was calculated based on operators data regarding mobile phone end users, except for Zapp, which only provi

7、ded the number of clients and not the number of end users; E = EstimateCAGR = 54%Romanian Telecommunication market10Source: MCTI, ANRC, OTE, ITU, Roland Berger analysisNote: 1 Including all services offered by mobile operators; E = EstimateEvolution of the mobile telephony market1, 2000 2004 EUR mCA

8、GR = 17.5%Comments Bolstered by continuous upsurge of the customer base the value of the mobile telephony market grew steadily over the last five years In 2003, the market average revenue per user ARPU has stabilized at approximately USD 165 170 similar to levels registered in 2002 As the additional

9、 users usually have lower ARPU levels than the existing customers, the operators started to foster sales of non-voice services thus increasing the added valueRomanian Telecommunication market111213Number of weekly Internet users thouSource: RNC, ISPs, Roland Berger Strategy Consultants estimates and

10、 analysis2000200120022003 E+244%Comments The Internet access and data transmission, including also the leased business lines market is estimated at approximately EUR 67 m in 2003 The main growth driver will be the broadband connections as a larger number of companies are seeking for high quality and speed transmissions There is a clear trend towards having Internet access, data transmission and other additional services, as well a