英国宽带行业市场前景及投资研究报告-培训课件外文版2024.5中国电信中国移动

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TRENDSBroadbandintheUKCHAPTER

01OverviewTotaltelecommunicationsindustryrevenueintheUnitedKingdom(UK)from2012to2022(inbillionGBP)TelecommunicationsindustryrevenueintheUnitedKingdom(UK)2012-20224538.838.640353025201510537.437.535.635.633.831.731.531.831.10201220132014201520162017201820192020202120223Description:TheUnitedKingdomtelecommunicationsindustrygenerated31.8billionBritishpoundsinrevenuein2022,upslightlyonthe31.1billionreportedforthepreviousyear.Totalrevenueshavetrendeddownwardsinrecentyears,fallingfrom38.8billionBritishpoundsin2012.ReadmoreNote(s):UnitedKingdom;2012to2022Source(s):OfcomFixedtelecommunicationsrevenueintheUnitedKingdomfrom2013to2022,bysegment(inbillionGBP)FixedtelecommunicationsrevenueintheUnitedKingdom2013-2022,bysegmentMonthlyvoiceanddatafeesOut-of-bundleuse21816141210823133114115151414141413131361242020132014201520162017201820192020202120224Description:Fixedtelecommunicationsrevenuefellto14billionBritishpoundsin2022,downfrom15billionBritishpoundsthepreviousyear.Monthlyvoiceanddatafeesaccountedforthevastmajorityofthisfigure,without-of-bundleusegeneratingonebillionBritishpounds.ReadmoreNote(s):UnitedKingdom;2013to2022Source(s):OfcomUKinternetpenetration:percentageofpopulationusingtheinternetintheUnitedKingdomfrom2000to2021InternetpenetrationintheUnitedKingdom(UK)2000-2021120%100%80%60%40%20%0%2000

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20215Description:96.7percentofthepopulationoftheUnitedKingdom(UK)wereusingtheinternetin2021,upfrom94.82inthepreviousyear.ReadmoreNote(s):UnitedKingdom;2000to2021Source(s):ITUAveragemonthlyhouseholdspendontelecommunicationservicesintheUnitedKingdomfrom(UK)2007to2022(inGBP),typeofserviceMonthlyhouseholdspendontelecomsintheUnitedKingdom(UK)2007-2022,bytypeTVlicenceOtherTVRadioFixedvoiceanddataMobilevoiceanddata70605040302010058.5557.5257.6957.5656.2648.0856.2747.4246.1242.4644.9744.6945.1243.1344.9339.6143.1642.1942.4237.3137.0435.3435.5533.8233.0433.332.4131.2929.8729.0510.110.389.819.4698.558.077.797.847.465.462.7220132.7520142.6920152.6320162.6820172.5720182.4420202.2420212.12202220196Description:FixedvoiceanddataservicesaccountedforthelargestshareofmonthlyhouseholdtelecomsspendingintheUnitedKingdomin2022,withanaveragespendofaround42Britishpounds.Fixedvoiceanddataservicesincludefixed-linebroadbandandlandlinetelephoneservices.ReadmoreNote(s):UnitedKingdom;2013to2022Source(s):Ofcom;OfficeforNationalStatistics(UK)ShareofUnitedKingdompopulationusinginternetconnectionservicesin2023,byaccesstypeUseofinternetconnectionservicesintheUnitedKingdom2023,byaccesstype100%91%90%86%82%80%70%60%50%40%30%20%10%0%49%33%InternetonmobileHomeinternetaccessFixedbroadband5Gservice4Gservicesonly7Description:Accordingtoasurvey,around9in10ofthoseintheUnitedKingdomhadhomeinternetaccessasof2023.Around8in10hadmobileinternetaccess,thoughonlyathirduseda5Gmobileinternetconnection.ReadmoreNote(s):UnitedKingdom;2023;3,997respondentsSource(s):OfcomPercentageofhouseholdswithinternetaccessintheUnitedKingdomfrom2013to2028PercentageofhouseholdswithinternetaccessintheUnitedKingdom2013-202812010096.9697.3597.7196.0496.5295.2495.0195.5394.5392.8991.2589.9390.4489.6390.288.4580604020020132014201520162017201820192020202120222023202420252026202720288Description:ThepercentageofhouseholdswithinternetaccessintheUnitedKingdomwasforecasttocontinuouslyincreasebetween2024and2028byintotal2.2percentagepoints.Aftertheseventhconsecutiveincreasingyear,theinternetpenetrationisestimatedtoreach97.71percentandthereforeanewpeakin2028.ReadmoreNote(s):UnitedKingdom;2013to2028;allvaluesareestimatesSource(s):CHAPTER

02ConnectionsNumberoffixedbroadbandsubscriptionsintheUnitedKingdom(UK)from2000to2021(inmillions)NumberoffixedbroadbandsubscriptionsintheUnitedKingdom2000-202130252027.7427.3526.9126.5926.0425.4724.6623.7323.0421.6920.5919.1517.8817.3115.611510513.019.96.123.111.360.330.0502000

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202110Description:Thewereareported27.74millionfixedbroadbandsubscriptionsintheUnitedKingdomin2021,upfrom27.35millionin2020.ThenumberofsubscriptionsintheUKincreasedrapidlythroughtheearlyandmid2000s,withsteadygrowthpersistingthroughthe2010s.ReadmoreNote(s):UnitedKingdomSource(s):ITUNumberoffixedbroadbandsubscriptionsper100inhabitantsintheUnitedKingdom(UK)from2000to2021UK:fixedbroadbandsubscriptionsper100inhabitants2000-202145403541.2340.7940.2940.0239.4238.837.8136.6435.8333.9932.5330.5228.723025201510528.0425.4721.416.3910.215.222.290.560.0902000

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202111Description:Therewereapproximately41.23fixedbroadbandsubscriptionsper100inhabitantsintheUnitedKingdomin2021,upfrom40.79in2020.ReadmoreNote(s):UnitedKingdomSource(s):ITUProportionofhouseholdswithafixedbroadbandconnectionintheUnitedKingdom(UK)from2009to2022ShareofhouseholdswithfixedbroadbandintheUnitedKingdom(UK)2009-2022100%90%80%87%87%82%80%80%79%79%78%73%72%72%67%70%60%50%40%30%20%10%0%65%65%2009201020112012201320142015201620172018201920202021202212Description:Accordingtoamarketreport,87percentofhouseholdsintheUnitedKingdomhadafixedbroadbandconnectionin2022,thesameshareas2021.Thisfiguredoesnotcoveraccesstomobiledataservices,whichcanbeanalternativemeansofaccessingtheinternetfromhome.ReadmoreNote(s):UnitedKingdom;2009to2022;*DatafromQ1ofeachyear2007-2014,thenH12015-2021.ThesourceindicatesthatsurveyinformationcomesfromtheOfcomTechnologyTracker.

ReadmoreSource(s):OfcomFixedcablebroadbandconnectionsintheUnitedKingdom(UK)from2013to2022,bytechnology(inmillions)FixedbroadbandconnectionsintheUnitedKingdom(UK)2013-2022,bytypeADSLCableFTTCFTTP181617171614121081515141313111110977655555555555444433222111000000201320142015201620172018201920202021202213Description:Fiber-to-the-Cabinet(FTTC)wasthemostcommonconnectiontypeamongfixedbroadbandconnectionsintheUnitedKingdom(UK)in2022,with17millionconnectionsusingthetechnology.AnFTTCconnectionisdeliveredviafiberopticcablestoacabinetinthestreet,withcoppercablesthendeliveringtheconnectiontothepremises.Fibre-to-the-premises(FTTP)connections,whichenablefasterspeedsbyusingfibercablesrunningdirectlytothepremises,reached3millionin2022,up[...]

ReadmoreNote(s):UnitedKingdom;2013to2022Source(s):OfcomNumberofresidentialandsmallbusinessbroadbandconnectionsintheUnitedKingdom(UK)from2011to2022(in1,000s)**ResidentialandsmallbusinessbroadbandconnectionsintheUK2011-2022Non-LLUADSLLLUADSLCableOther*30,00025,00020,00015,00010,0005,00003,7774,5415,5704,7017,3014,9242,3614,3949,4405,1101,1014,29011,81041614,4305,08016,8325,26818,6445,3554,12019,7335,4407,9465,2258,7779,24115,538201414,458201513,555201611,49320179,55120188,08920117,49920127,36220196,58020135,25220203,73920212,833202214Description:TheannualnumberofresidentialandsmallbusinessbroadbandconnectionsintheUnitedKingdom(UK)increasedbetween2011and2022.In2021,thenumberofcableconnectionssurpassedthenumberofLLUADSLconnectionsforthefirsttimeduringthisperiod.ReadmoreNote(s):UnitedKingdom;2011to2022;*OtherincludesFTTx.**Figuresexcludecorporatebroadbandconnections.ConnectionnumbershavebeenadjustedtoexcludecorporatebroadbandbasedonOfcomestimates.Non-LLUADSLhasbeen[...]

ReadmoreSource(s):OfcomNumberofresidentialandsmallbusinessbroadbandconnectionsintheUnitedKingdom(UK)from1stquarter2012to1stquarter2023(in1,000)ResidentialandsmallbusinessbroadbandconnectionsintheUKQ12012-Q12023Non-LLUADSLLLUADSLCableOther*30,00025,00020,00015,00010,0005,000015Description:Inthefirstquarterof2023,thenumberofasymmetricdigitalsubscriberlines(ADSL)intheUnitedKingdom(UK)amountedto2.66millionunits,adecreasefromthepreviousquarter.However,bothcableandotherresidentialandsmallbusinessbroadbandconnectionssawincreasesthisquarter.ReadmoreNote(s):UnitedKingdom;1stquarter2012toQ12023;*OtherincludesFTTx.Figuresexcludecorporatebroadbandconnections.ConnectionnumbershavebeenadjustedtoexcludecorporatebroadbandbasedonOfcomestimates.Non-LLU[...]

ReadmoreSource(s):OfcomShareoffastfixed-broadbandsubscriptionsintheUnitedKingdomfrom2013to2028Shareoffastfixed-broadbandsubscriptionsintheUnitedKingdom2013-202810093.9494.3994.5194.6294.7294.894.8893.3293.2193.193.5593.7694.1194.2687.08908070605040302010082.68201320142015201620172018201920202021202220232024202520262027202816Description:Theshareoffastfixed-broadbandsubscriptionsintheUnitedKingdomwasforecasttocontinuouslyincreasebetween2023and2028byintotal0.5percentagepoints.Theshareisestimatedtoamountto94.88percentin2028.

ReadmoreNote(s):UnitedKingdom;2013to2028;allvaluesareestimatesSource(s):CHAPTER

03PerformanceAverageresidentialfixedbroadbanddownloadspeedintheUnitedKingdomfrom2013to2022(inmegabitspersecond)AverageresidentialfixedbroadbanddownloadspeedintheUnitedKingdom2013-2022120100103807980646040200544636292318201320142015201620172018201920202021202218Description:TheaveragedownloadspeedofaresidentialfixedbroadbandconnectionintheUnitedKingdomsurpassed100megabitspersecond(Mbit/s)forthefirsttimein2022,reaching103Mbit/s.Thiswasasharpincreaseonthepreviousyear,withexpandingfibernetworksallowingultrafastconnectionsinmanypartsofthecountry.ReadmoreNote(s):UnitedKingdom;2013to2022;asofQ4eachyear,meanaverageresidentialdownloadspeedSource(s):OfcomDistributionofaverageresidentialfixedbroadbanddownloadspeedsintheUnitedKingdomfrom2013to2022FixedbroadbanddownloadspeeddistributionintheUnitedKingdom2013-2022<10Mbit/s>=10Mbit/s&<30Mbit/s>=30Mbit/s&<100Mbit/s>=100Mbit/s&<300Mbit/s>=300Mbit/s120%100%80%60%40%20%0%01%0%0%0%1%15%3%0%3%5%4%6%7%8%13%41%15%21%18%18%27%18%32%36%26%41%26%51%23%55%15%54%16%58%27%24%27%16%52%44%18%13%39%29%21%13%4%20228%8%20132014201520162017201820192020202119Description:ThemajorityofresidentialfixedbroadbandconnectionsintheUnitedKingdomdelivereddownloadspeedsofatleast30megabitspersecond(Mbit/s)in2022.Sevenpercentofconnectionsdeliveredultrafastspeedsof300Mbit/sormore,upfrom4percentin2021.ReadmoreNote(s):UnitedKingdom;2013to2022;asofQ4eachyearSource(s):OfcomRuralandurbanpeaktimehomebroadbanddownloadspeedsintheUnitedKingdominMarch2022RuralandurbanpeaktimebroadbanddownloadspeedintheUnitedKingdomMarch2022<10Mbit/s≥10Mbit/s<30Mbit/s≥30Mbit/s100%90%80%70%60%50%40%30%20%10%0%86%67%19%14%12%1%UrbanRural20/statistics/1409915/urban-rural-internet-speed-united-kingdomAccordingtoa2022report,86percentofurbanbroadbandusersintheUnitedKingdomexperiencedpeaktimedownloadspeedsofatleast30Mbit/s.Thisfigurefellto67percentforruralusers,highlightingaregionaldivideinnetworkquality.

ReadmoreNote(s):UnitedKingdom;March2022;averagedownloadspeedsbetween20:00and22:00Source(s):Ofcom;SamKnowsMedianbroadbandspeedsintheUnitedKingdomMarch2022,bytimeofdayMedianbroadbandspeedsintheUnitedKingdomMarch2022,bytimeofdayAveragemaximumspeed59.4Average24-hourspeedAverage8-10pmpeak-timespeedAverageminimumspeed65.270605040302010063.361.86157.357.652.912.912.812.810.7AllconnectionsOver10Mbit/sandlessthan30Mbit/s30Mbit/sandhigher21Description:AccordingtodatarecordedinMarch2022,fixedbroadbandconnectionsintheUnitedKingdomweresubjecttoslowerspeedsatpeaktimes,pointingtosignificantnetworkcongestion.ReadmoreNote(s):UnitedKingdom;March2022Source(s):Ofcom;SamKnowsCHAPTER

04CoverageanduseSuperfastandfiberfixedbroadbandcoverageintheUnitedKingdominJuly2023,bynationSuperfastandfiberbroadbandcoverageintheUnitedKingdomJuly2023,bynationSuperfast30Mbps+96.8%Gigabit(FTTPorDOCSIS3.1)FullFiber(FTTP)120%100%80%60%40%20%0%97.9%96.8%95.7%93.3%92.6%77.5%70.3%62.7%52.6%52.7%48.5%EnglandWalesScotlandNorthernIreland23Description:AsofJuly2023,allfourUnitedKingdomnationshadachievedatleast95percentcoverageofsuperfastbroadbandservicesexceeding30Mbpsormore.ꢀHowever,asofthesameperiod,onlyNorthernIrelandhadachievedacomparablecoverageinfullfiberbroadband,withEngland,Scotland,andWaleshavingachievedaround50percentcoverage.Fullfiber,orfibertothepremises(FTTP),describesaconnectioninwhichfibercableisusedtodeliverabroadbandservicetheentiredistanceto[...]

ReadmoreNote(s):UnitedKingdom;July16to21,2023Source(s):thinkbroadbandSizeoffullfiberbroadbandnetworksintheUnitedKingdomasofJuly2023,byoperator(in1,000s)NumberofpremisespassedbyfullfibernetworksintheUnitedKingdomJuly202312,00010,90010,0008,0006,0004,0002,00002,3001,5001,1001,00055634328326725523819018515012712712624Description:Openreach'sfiberbroadbandnetworkwasbyfarthelargestintheUnitedKingdomasofJuly2023,reaching10.9millionpremises.Openreachwascreatedin2006,followinganagreementbetweenincumbentnetworkoperatorBritishTelecom(nowBTGroup)andregulatorOfcom.OpenreachremainswhollyownedbyBT,butactsasaseparateentityinprovidingnetworkaccesstoover600communicationsproviders.NumerousalternativeUKfibernetworkoperatorsexist,often[...]

ReadmoreNote(s):UnitedKingdom;July16to21,2023;*ExcludingDOCSIS3.1.ReadmoreSource(s):thinkbroadbandAveragemonthlydatauseperresidentialfixedbroadbandconnectionintheUnitedKingdomfrom2013to2022(ingigabytes)AveragemonthlyresidentialfixedbroadbanddatauseintheUnitedKingdom2013-20226005004824534294003153002401902001000132975830201320142015201620172018201920202021202225Description:Theaveragemonthlydatauseperfixedresidentialbroadbandconnectionreached482gigabytesintheUnitedKingdomin2022,upfrom453gigabytesin2021.Thegrowthindatausejumpedsharplyin2020beforeslowingin2021.

ReadmoreNote(s):UnitedKingdom;2013to2022Source(s):OfcomUsersatisfactionwithfixedtelecommunicationsservicesintheUnitedKingdomin2022SatisfactionwithfixedtelecomsservicesintheUnitedKingdom2022VerysatisfiedFairlysatisfiedNeithersatisfiednordissatisfiedFairlydissatisfiedVerydissatisfies45%Don'tknow50%45%40%35%30%25%20%15%10%5%43%39%38%38%37%17%10%10%5%6%3%3%2%2%1%0%0%0%FixedbroadbandreliabilityLandlineFixedbroadband26Description:Accordingtoa2022surveyintheUnitedKingdom,82percentrespondentswereeitherverysatisfiedorfairlysatisfiedwiththeirfixedbroadbandservice,while81percentwereeitherverysatisfiedorfairlysatisfiedwiththereliabilityoftheirfixedbroadbandreliability.ReadmoreNote(s):UnitedKingdom;2022;16yearsandolderSource(s):OfcomCHAPTER

05CompaniesMarketshareoftelecommunicationsoperatorsintheUnitedKingdom(UK)from2007to2022,byfixedbroadbandsubscribersMarketshareoftelecomsoperatorsintheUK2007-2022,bybroadbandsubscribersOtherEETalkTalkSkyVirginMediaO2BT120%100%80%60%40%20%0%200720082009201020112012201320142015201620172018201920202021202228Description:BTcommandedonethirdoftheUnitedKingdombroadbandmarketwhenmeasuredbysubscribersin2022,thelargestmarketshareofanyinternetserviceprovider(ISP).SkywasBT'sclosestrivalwithamarketshareof23percent.

ReadmoreNote(s):UnitedKingdom;2007to2022Source(s):OfcomMostusedInternetServiceProviders(ISPs)intheUnitedKingdom(UK)in2023UK:leadinginternetserviceprovidersbyuse2023Shareofrespondents10%

15%0%5%20%25%30%BTSky24%21%VirginMediaTalkTalk17%8%EE6%Vodafone5%Plusnet4%4%Don`tknowOther3%CommunityFibreShellEnergy/PostOfficeThreeBroadbandNOW1%1%1%1%1%UtilityWarehouse29Description:Asof2023,aroundaquarterofhouseholdswithinternetaccessintheUnitedKingdom(UK)weresubscribedtoaBTinternetserviceandregardeditastheirmainserviceprovider.Skywasthemainserviceproviderof21percentofrespondents,whileVirginMediawasusedby17percent.ReadmoreNote(s):UnitedKingdom;January20th2022toApril24th,2023;3,630respondents;16yearsandolder;ThosewithaccesstotheinternetathomeSource(s):OfcomRevenueofOpenreachfrom2011to2023,byquarterandtypeofservice(inmillionGBP)RevenueofOpenreachin2012-2023,byquarterandtypeofserviceWholesaleLineRental(WLR)FibretotheCabinet(FTTC)*UltrafastFibreBroadband**LocalLoopUnbundling(LLU)FibretothePremises(FTTP)*EthernetFibrebroadbandSuperfastFibreBroadband**Other1,6001,4001,2001,000800600400200030Description:TherevenuegeneratedbyOpenreachfromSuperfastFibreBroadbandinthefourthquarterof2023ending