Duy Doan 10/2012

Vietnam Mobile Market Noticeable Information

Mobile Market

Total Mobile subscribers: 120.7 millions (up to Q2 2012)New subscribers in Q1 and Q2 2012: 5.4852 millionsGrowth rate: 18.4% /year(1)

3G market Investment: $82 million (up to Q2 2011) 30,000 base stations national wideSmartphone Subscribers: 13.1 millions

Viettel36%

Vinaphone26%

Mobifone26%

Vietnammobile

8%

Sphone1%

Beeline3%

Source: Ministry of Information and Communication – Internal Consultant Report aboutChanging Mobile Network Service in Vietnam

3G Subscribers: 15.5 million (up to Q1 2012)

• Viettel: 4.4 million

• Mobifone: 5.8 million

• Vinaphone: 3.0 million

• Vietnamobile: 0.2 million

• S-Fone (CDMA*): 2.1 million

33%

43%

22%

2%

3G market share (excluding S-Fone)

Viettel

Mobifone

Vinaphone

Vietnamobile

3G Market

Source: Wireless Intelligence

0

10

20

30

40

50

60

Viettel Mobifone Vinaphone Vietnamobile

3G subcribers 4.4 5.8 3 0.2

Total connection 54.3 38.6 38.1 4.7

Axi

s Ti

tle

3G Subscribers: breaking down to each Telco

3G Market (cont)

Source: Wireless Intelligence

• Nokia is still the biggest phone manufactures with 59.2% market share up to Q4 2011, and Samsung is the second with 20.5% market share. Apple: 1.8% (1)

• In OS market: Nokia OS dominates with 43.3% market share, Symbian OS has 15.9% market share, Android OS: 2.6%. (1)

• Low-cost Smartphone (pricing from $120-$250/unit) market is bustling in 2012, according to Dinh Anh Huan – sales director of thegioididong.com (2)

• The Government delayed 4G licenses a until 2012, for “the market is not ready for the high-speed services.” (3)

• The actual growth rate of 3G subscribers is from 11-13%, while Qualcomm John Stefanac recently predicted annual growth of 15 percent for 3G subscribers during the 2012-16 period. (3)

• Ringtone, wallpaper, music are still the 3 most used applications –excluding Internet Browser - to Vietnamese users, according to a Nielsen survey. (4)

Some Other Facts

Sources: Inmobi; SaigonTimes; Cellular News; Nielsen

For Direct Sources, Discussion or More Information

Duy Doanice.duy@gmail.com