12th international telecommunications and it conference & showcase for the caspian, black sea...
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12th International Telecommunications and IT Conference & Showcase for the Caspian, Black Sea and CIS Regions İstanbul, 18-19 April 2013. Mobile Electronic Communications Market and Regulations in TURKEY. Ahmet DARICI Information and Communications Technologies Authority - PowerPoint PPT PresentationTRANSCRIPT
12th International Telecommunications and IT Conference & Showcase for the Caspian, Black Sea and CIS Regions
İstanbul, 18-19 April 2013
Ahmet DARICIInformation and Communications Technologies AuthorityHead of Access and Tariffs Department
Mobile Electronic Communications Market and Regulations in TURKEY
2
Turkish Mobile Market History Mobile Market Figures Relevant Market Analysis Regulations on Access and Tariffs
Retail level Wholesale level
Conclusion
Agenda
3
Mobile Market History in Turkey
1994 •2 mobile network operators (2G) (Turkcell & Telsim)
2000 •2 new MNOs (2G) (Aria & Aycell)
2004 •Merger of Aria & Aycell as Avea
2008 •3G authorisation, mobile number portability
2009 •3G service lunch, MVNO authorisation
2013 •3 MNOs (2G/3G), 42 MVNOs (not active)
4
Mobile Market Figures - 2012
68 M mobile telephone subscribers, 90% penetration, 62 % 3G 38 % post-paid 9 % business
14 M fixed telephone subscribers, 18% penetration 12 M mobile broadband users (60% of total broadband users) 170 B minutes of mobile voice traffic (90% of fixed+mobile) 175 B SMS 291 minutes, 230 SMS per month per subscriber (2012 Q4) 13.4 M of MNP transactions in 2012
3 MNOs ¨ 17.1 B (€ 7.3 B) revenue, (55% of total electronic communications market), ¨ 2.3 B (€ 1 B) investment in 2012 ¨ 21.1 (€ 9.1) Average mobile ARPU
Market Figures> Subscriber & Penetration
2008 2009 2010 2011 2012-1 2012-2 2012-3 2012-40
10000000
20000000
30000000
40000000
50000000
60000000
70000000
80000000
0%
20%
40%
60%
80%
100%
65,824,000.055,714,712.042,400,000.0
33,946,238.030,833,444.028,468,574.026,915,719.025,882,115.0
7,064,842.019,400,000.0
31,375,507.034,919,167.037,671,504.040,251,883.041,798,432.0
92.1%86.5% 83.8% 87.4% 86.9% 87.5% 88.8% 89.5%
# of 2G Subscribers # of 3G Subscribers Mobile Penetration
Pene
trat
ion,
%
5
6
Market Figures> Voice Traffic Volume
Mobile Annual Voice Traffic Volume, Billion Minutes
2003 2004 2005 2006 2007 2008 2009 2010 2011 20120
20
40
60
80
100
120
140
160
180
12.0 20.337.3 48.1 57.7
74.9108.2
125.8147.1
169.8
7
Market Figures> Mobile Internet Users
2009
-320
09-4
2010
-120
10-2
2010
-320
10-4
2011
-120
11-2
2011
-320
11-4
2012
-120
12-2
2012
-320
12-4
0
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
14,000,000
8
Market Figures> Net Sales of MNOs
2008 2009 2010 2011 20120
2,000,000,000
4,000,000,000
6,000,000,000
8,000,000,000
10,000,000,000
12,000,000,000
14,000,000,000
16,000,000,000
18,000,000,000
0%
2%
4%
6%
8%
10%
12%
14%
16%
12,627,117,895.0
13,016,819,529.0
13,493,770,393.0
14,980,392,569.0
17,117,501,909.0
3.1%3.7%
11.0%
14.3%
Turk
ish
Lira
s, B
illio
ns
9
Market Figures> Breakdown of Mobile Revenue
2008 2009 2010 2011 20120%
20%
40%
60%
80%
100%
80.94 80.71 78.31 76.9968.81
9.30 9.07 9.97 11.61
10.94
1.26 2.34 4.36 7.3114.06
8.50 7.88 7.37 4.09 6.20
Value Added Service Data SMS+MMS Voice
Market Figures> Average Mobile ARPU
2008 2009 2010 2011 20120
5
10
15
20
25
16.3 17.218.7
19.9521.13
Turk
ish
Lira
s
10
11
Market Figures> Market Share (subscribers)
2008 2009 2010 2011-4 2012-40%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
56.2% 56.3% 54.2% 52.9% 51.9%
25.2% 24.8% 27.0% 27.6% 28.2%
18.5% 18.8% 18.8% 19.5% 19.9%
Turkcell Vodafone Avea
12
Market Figures> Market Share (revenue)
2008 2009 2010 2011 20120%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
63.5% 61.9% 59.2% 55.6% 51.0%
20.9% 19.6% 22.3% 25.0% 28.7%
15.6% 18.6% 18.5% 19.4% 20.3%
Turkcell Vodafone Avea
13
Market Figures> Breakdown of Mobile Traffic
2010-1
2010-2
2010-3
2010-4
2011-1
2011-2
2011-3
2011-4
2012-1
2012-2
2012-3
2012-4
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%72.2
71.3
71.9
71.6
70.2
68.3
66.6
66.2
65.3
64.1
62.2
61.8
21.3
22.1
21.8
22.1
23.6
25.8
27.3
27.9
28.8
30.3
32.0
32.4
6.1
6.1
5.8
5.8
5.8
5.4
5.6
5.5
5.5
5.2
5.4
5.4
0.4
0.5
0.5
0.5
0.4
0.4
0.5
0.5
0.5
0.4
0.4
0.4
On-net Other Mobile Networks Fixed Networks
14
Market Figures> RPM vs. MoU Benchmark
$0.00
$0.10
$0.20
$0.30
$0.40
$0.50
$0.60
0
100
200
300
400
500
600
700
800
900
1,000
89127 138 139
243171 163
248185
116
322
121170
229 203 177127 144
247 227287 300 295
945
MoU RPM ($)
Source: Wireless Intelligence Q3 2012 and BoAML for USA Q4 2011
15
Relevant Market Analysis
Wholesale mobile call termination All 3 MNOs have been designated as having SMP, Access, price control, transparency etc. obligations
Wholesale mobile access and call origination Turkcell has been designated as having SMP, Access, price control, transparency etc. obligations
Retail Market not defined
16
Retail Tariff Regulations
Notification of retail tariffs, Concession aggrement,
7 days for new tariffs or changes in current tariffs, 1 day for extension of current campaign
Complying with upper limit set by NRA, Concession aggrement, 6 months period
Tariff comparison on their web site, Other (transparency of international roaming
services etc.)
17
Retail Level> Upper Limit for National Calls
0.00
0.50
1.00
1.50
2.00
2.50
1.831.90
2.01
0.800.64 0.65
0.40 0.42 0.44
National Calls (¨/min)
19 €cents
86 €cents
18
Wholesale Regulations on Access and Tariffs
Setting interconnection rates, Approval of reference offers, Resolution of disputes between operators, On-net pricing rule (for Turkcell)
“Wholesale (interconnection) price” should not exceed “Retail on-net price”
19
Wholesale Level> Mobile Termination Rates
0.00
2.00
4.00
6.00
8.00
10.00
12.00
14.00
16.00
18.00
20.00
15.6014.80
14.0014.00
13.60 13.60
9.10
6.55
3.13 3.13
15.2 15.214.5
9.5
6.75
3.23 3.23
17.5 17.516.7
11.2
7.75
3.7 3.7
Turkcell Vodafone Avea
Current rates Avea : 1.58 €cents Vodafone : 1.39 €cents Turkcell : 1.34 €centsAVERAGE : 1.43 €cents
Kr/m
in
20
Wholesale Level> MTR Benchmarking (July’12)
21
Wholesale Level> SMS Termination Rates
01/07
/2006
04/11
/2006
10/03
/2007
14/07
/2007
17/11
/2007
22/03
/2008
26/07
/2008
29/11
/2008
04/04
/2009
08/08
/2009
12/12
/2009
17/04
/2010
21/08
/2010
25/12
/2010
30/04
/2011
03/09
/2011
07/01
/2012
12/05
/2012
15/09
/2012
19/01
/2013
25/05
/2013
0
0.5
1
1.5
2
2.5
3
3.5
4 3.65
1.87
0.47
2.97
1.7
3.22
1.73
0.43
Avea Turkcell Vodafone
Kr/u
nit
Current rates Avea : 0.8 €cents Vodafone : 0.7 €cents Turkcell : 0.7 €centsAVERAGE : 0.75 €cents Rates as of 1 July 2013
Avea : 0.20 €cents Vodafone : 0.19 €cents Turkcell : 0.19 €centsAVERAGE : 0.19 €cents
22
Wholesale Level> SMS TR Benchmarking (July’12)
23
Conclusion
Increase in usage and penetration rates, Increase in total revenues, Potential of mobile internet, Entry into market of MVNOs, More competitive environment, Development of new and innovative services with
affordable prices
12th International Telecommunications and IT Conference & Showcase for the Caspian, Black Sea and CIS Regions
İstanbul, 18-19 April 2013
Ahmet DARICIInformation and Communications Technologies AuthorityHead of Access and Tariffs Department
Mobile Electronic Communications Market and Regulations in TURKEY