Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
V 1.0
www.yozzo.com
Bangkok Nakhon Ratchasima Ubon Ratchathani Khonkaen Chiang Mai Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
2.695.519 1,294,987 925,427 884,822 816,620
2.996.765 1,325,530 919,242 905,227 861,664
5,692,284 2,620,517 1,844,669 1,790,049 1,678,284
www.yozzo.com
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com www.yozzo.com
2010
106.56%
10.78%
95.78%
2011
114.58%
11.74%
102.83%
2012
127.85%
14.71%
113.14%
2013
140.59%
17.36%
123.22%
2014
145.79%
19.18%
126.60%
Q1 2015
147.64%
19.94%
127.70%
Source: Operators | NBTC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com www.yozzo.com
Subscribers
Growth rate
Subscribers
Growth rate
Subscribers
Growth rate
2010
71,726,300
2.92%
7,256,473
2.01%
64,469,827
3.03%
2011
77,449,466
1.65%
7,938,934
3.70%
69,510,532
1.42%
2012
84,001,947
3.47%
9,782,683
6.60%
75,229,728
3.07%
2013
93,848,536
3.03%
11,591,587
5.55%
82,256,949
2.38%
2014
97,680,775
2.04%
12,852,830
3.97%
84,827,945
1.76%
Q1 2015
98,926,184
1.88%
13,361,986
3.96%
85,564,198
1.57%
Source: Operators | NBTC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
120.000.000
www.yozzo.com
100.000.000
80.000.000 60.000.000 40.000.000 20.000.000 0
Source: Operators | NBTC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Average Revenue Per User (Excluded Interconnection Charge) www.yozzo.com
Blended
205
204
200
194
211
197
188
190
Post-Paid
586
582
582
580
621
606
562
546
Pre-Paid
164
162
160
158
158
140
131
134
Source: Operators | NBTC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Mobile MOU (Minute/Month) 2008 – Q1 2015 www.yozzo.com
Blended
251
253
257
236
240
267
246
246
Post-Paid
539
486
477
400
375
456
367
367
Pre-Paid
217
226
233
217
220
241
228
228
Revenue per/minute Q3 2013 – Q4 2014
0.45
0.49
0.44
0.43
0.43
0.44
0.45
0.43
0.44
0.43
0.31
0.29
0.30
0.29
0.29
Source: Operators | NBTC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
www.yozzo.com
24.16%
32.89%
30.04%
37.37%
37.46%
75.84%
67.11%
69.96%
62.63%
62.54%
Source: Operators | NBTC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
In 2013 Thailand set the world record in migrating 2G subscribers to 3G, with migration taking even less time than in Japan. 30% of Thailand’s existing 95 million 2G customers shifted to 3G in only five months. Today AIS has 38.8 million 3G users out of 41.9 million total subscribers. DTAC has 23.5 million 3G users out of 28.4 million total subscribers.
True Move has 20 million 3G users out of 21.5 million total subscribers.
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
TrueMove H was the first to introduce 4G LTE in Thailand with a trial service in February 2013 offering up to 100 Mbps and 50 Mbps download and upload speeds respectively. DTAC followed later as the second mobile operator to offer 4G services. AIS does not provide 4G.
Today AIS has ZERO 4G subscribers. DTAC has 1,000,000 4G subscribers.
True Move has 800,000 4G subscribers.
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
0,55%
0,61%
23,80%
46,59% 28,44%
www.yozzo.com
Source: AIS, dtac, True, CAT, TOT, NBTC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Own brand smartphone “Lava” sales were 1.4mn units in 1Q15 compared to 2.5mn units in FY14
97% population coverage 2,000 AIS Super Wi-Fi 650Mbps 33,000 total AIS Wi-Fi APs
Non-voice revenue up 6.1 % QoQ and 34% YoY. Mobile data 35% of service revenue (ex IC) www.yozzo.com
Subscribers Q1 2015
5,059,500
36,891,300
41,950,800
Subscribers Q4 2014
4,940,700
39,360,600
44,301,300
Net additions Q1 2015
118,800
-2,469,300
-2,350,500
Net additions Q4 2014
154,000
352,100
506,100
ARPU Q1 2015
592 THB
175 THB
Blended
222 THB
MOU Q1 2015
355
260
Blended
271 Min
Source: AIS Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
11,000 2G sites 11,000 3G sites 3,000 4G sites
83% of sub base ported to 3G Data revenue was THB 7,456 mio and increased 13%YoY and 1.8%QoQ
Smart device penetration 52% Mobile data users 14.9 mio (52%) dtac’s total revenue was THB22,884 mio www.yozzo.com
Total as of Q1 2015
4,004,000
24,422,000
28,426,000
Total as of Q4 2014
3,850,000
24,159,000
28,008,000
Net Additions Q1 2015
155,000
263,000
418,000
Net Additions Q4 2014
347,000
-281,000
66,000
ARPU Q1 2015 ex. IC.
553 THB
141 THB
MOU Q1 2015 ex. IC.
254
162
Source: dtac - Telenor Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
Blended ex. IC. 195
THB
Blended ex. IC. 174
www.yozzo.com
4G LTE 2100MHz Trial 3G on 850, 2100 MHz 2G 1800 MHz
Non-voice rose 32.2% YoY and 6.7% QoQ to THB 5.1 billion. Non-voice revenue makes up 47.7% of True Mobile cellular service revenue.
96% of total subscribers (20.7 mio) are on TrueMove H’s 3G and 4G.
True www.yozzo.com
Total as of Q1 2015
4,009,000
17,498,000
21,507,000
Total as of Q4 2014
N/A
N/A
23,600,000
Total as of Q3 2014
3,672,000
19,767,000
23,440,000
Net Additions Q1 2015
N/A
N/A
-2,140,000
ARPU Q1 2015
N/A
N/A
143 THB
Source: True Corporation Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
AND HOLDS LESS THAN 1% MARKET SHARE IN TOTAL
Sold and re-branded to Tron IEC3G
Closed
DATA CDMA COMMUNICATION Former 365 Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
AIS
NONE
ONE DEVELOPMENT provides a turnkey go-to-market solution for MVNO's and service providers. The team has provided leadership to more than 10 MVNOs and HNO globally. They are among the companies who provided a JV partnership offer to TOT
dtac DATA CDMA COMMUNICATION
NONE
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
Suvitech Co has been appointed as the IT platform for CAT Telecom under a 10-year service contract. CAT targets revenue of THB 200 mio this year from the MVNE service, rising to THB 2 billion in the next 5 years. CAT will pay a monthly MVNE fee to Suvitech
www.yozzo.com
THE FOLLOWING COMPANIES HAVE OBTAINED A TYPE 1 MVNO LICENSE IN THAILAND
SawasdeeShop IEC Technology Co., Ltd SAMART i-Mobile Loxley Public Company Limited 365 Communications Co.,Ltd MCONZULT ASIA Co.,Ltd. MOJO3G Wireless Device Supply (AIS) Advanced Mobile Broadband Co.,Ltd (AIS) I Talk Plus – (Advanced Telephone & Telecommunication Co., Ltd) Mobile Plus Ltd (i-mobile3GX) under SAMART GMM Grammy Public Company Limited C.T. Telecom Co., Ltd True distribution and sales Co., Ltd. (True Mobile Group) a2network (Thailand) Co., Ltd (a2network Japan) FTTX infra (Pattaya) Co.,Ltd ACUMEN (Subsidiary of Jasmine International Plc)
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
30 Nov 2006 08 Apr 2009 04 May 2009 18 Nov 2009 18 Nov 2009 03 Dec 2009 28 Jul 2010 28 Jul 2010 25 Aug 2010 25 Aug 2010 01 Dec 2010 01 Dec 2010 01 Dec 2010 01 Dec 2010 01 Dec 2010 04 May 2011
29 Nov 2019 07 Apr 2019 03 May 2019 17 Nov 2019 17 Nov 2019 02 Dec 2019 27 Jul 2015 27 Jul 2015 24 Aug 2015 24 Aug 2015 30 Nov 2015 30 Nov 2015 30 Nov 2015 30 Nov 2015 30 Nov 2015 03 May 2016
www.yozzo.com
THE FOLLOWING COMPANIES HAVE OBTAINED A TYPE 1 MVNO LICENSE IN THAILAND
Siam Advanced Networks Limited. Dplus Intertrade Company Limited Jasmine Telecom Systems PLC (Subsidiary of Jasmine International Plc) Loxley Mobile Company Limited Bliss-tel Public Limited Company IP Exchange Company Limited Loxley Wireless Company Limited M Link Asia Corporation (PCL)
1 1 1 1 1 1 1 1
MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO
4 May 2011 04 May 2011 16 June 2011 17 June 2011 14 Jan 2013 14 Jan 2013 14 Jan 2013 14 Jan 2013
03 May 2016 03 May 2016 15 Jun 2016 16 June 2016 13 Jan 2018 13 Jan 2018 13 Jan 2018 13 Jan 2018
Digital Gen Co., Ltd - Subsidiary of GMM Grammy Public Company Limited
1
MVNO
14 Jan 2013
13 Jan 2018
SB Telecom (Subsidiary of Softbank Telecom Corp Japan) Tesco Mobile UK GW.Biz EDC Network Asia Data CDMA Communications Limited Media Knowledge Co Ltd Mobile LTE limited company King Telecoms
1 1 1 1 1 1 1 1
MVNO MVNO MVNO MVNO MVNO MVNO MVNO MVNO
13 Mar 2013 2 Aug 2013 20 Dec 2013 11 Apr 2014 23 Jun 2014 31 Aug 2014 09 Dec 2014 18 Dec 2014
12 Mar 2018 01 Aug 2018 19 Dec 2018 10 Apr 2019 22 Jun 2019 30 Aug 2019 08 Dec 2019 17 Dec 2019
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
DEVICE MANAGEMENT
8
min
54
ENTERTAINMENT
min
94 min
www.yozzo.com
62 min
APPS Source: Nielsen Co Thailand Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
COMMUNICATIONS
www.yozzo.com
Source: Nielsen Co Thailand Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Source: IDC Thailand Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Source: IDC Thailand Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
• • • •
Thailand has the 3rd. largest Facebook population in the world with 35 million users. Bangkok has more Facebook users than any other city in the world with 20 million. 93% of Thai Internet users access Facebook every week, compared to 47% globally. 19 million, access Facebook through their mobile device.
www.yozzo.com
4.5 million Twitter accounts and 2 million Instagrammers.
1. 2. 3. 4. 5.
LINE Facebook YouTube Facebook Messenger Google Maps
81% of smartphone users in Thailand have downloaded and use mobile chat apps for daily communication.
LINE users in Thailand
Source: Ericsson | LINE | Facebook | YouTube | Zocial Inc. 2015 Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
www.yozzo.com
Source: YouTube/Google Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
www.yozzo.com
Source: IDC Thailand Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
www.yozzo.com
Source: Senior VP, Prisana Ratanasuwanasri, dtac Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
www.yozzo.com
Source: Nokia Solutions and Networks (Thailand). Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
While smartphones priced at 2,000 THB accounts for almost 20% of the total Thai smartphone market
6-12 months compared with 18 months previously
Presentation by Yozzo Co.,Ltd.  www.yozzo.com  June 2015
www.yozzo.com
During the last four years, Android has increased its lead in the smartphone market from 32% in 2011 to 74% Q1 2015
iOS 17%
Other 5%
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Presentation by Yozzo Co.,Ltd.  www.yozzo.com  June 2015
www.yozzo.com
Price per minute in Thai baht (THB)
Price per message in Thai baht (THB)
Price per Mb in Thai baht (THB) 3G
Indonesia:
0.32 THB/per minute
Indonesia:
0.37 THB per SMS
Laos:
0.10 THB per Mb
Thailand:
0.84 THB/per minute
Vietnam:
0.48 THB per SMS
Singapore:
0.11 THB per Mb
Malaysia:
1.05 THB/per minute
Laos:
0.64 THB per SMS
Malaysia:
0.21 THB per Mb
Myanmar:
1.60 THB/per minute
Philippines:
0.72 THB per SMS
Thailand:
0.28 THB per Mb
Vietnam:
1.92 THB/per minute
Myanmar:
0.80 THB per SMS
Cambodia:
0.60 THB per Mb
Cambodia:
2.17 THB/per minute
Cambodia:
1.05 THB per SMS
Philippines:
0.78 THB per Mb
Singapore:
2.90 THB/per minute
Malaysia:
1.05 THB per SMS
Brunei:
1.25 THB per Mb
Laos:
3.21 THB/per minute
Singapore:
1.18 THB per SMS
Vietnam:
2.30 THB per Mb
Brunei:
4.63 THB/per minute
Brunei:
1.18 THB per SMS
Indonesia:
4.43 THB per Mb
Philippines:
4.72 THB/per minute
Thailand:
1.33 THB per SMS
*Myanmar:
0.13 THB per minute
*Myanmar does not charge per usage but in time slots
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Mobile 98,926,184
Fixed 5,660,144 Source: Operators and NBTC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Metropolitan
Provincial Area
2,987,121
2,673,023
19.41%
5.18%
Metropolitan
Provincial Area
Source: Operators | NBTC Presentation by Yozzo Co.,Ltd.  www.yozzo.com  June 2015
www.yozzo.com
฿
Source: Thai Network Information Foundation | National Statistical Office of Thailand | NBTC | NECTEC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com www.yozzo.com
6.000.000
5.517.442
4.930.430
5.000.000 4.351.909 4.000.000
3.822.354
3.000.000
2.000.000
1.000.000
0
Source: ISP | NBTC Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
5.629.034
www.yozzo.com www.yozzo.com
Dial-up modem, ISDN
Wireless Mobile 2G, CDMA, GPRS
ADSL, VDSL, Satellite, FTTH
Wireless 3G mobile WCDMA, EV-DO
-
7,126,400
3,4%
8.9%
45%
40.3%
2.4%
1,502,900
3.0%
3.4%
56%
35.6%
2%
2,458,000
3.4%
8.5%
42.7%
42.7%
2.7%
1,064,800
2.6%
9.3%
49.4%
37.9%
0.8%
1,253,100
4.1%
13%
37%
43.4%
2.6%
847.500
3.6%
13.4%
38.8%
40.1%
4.1%
Source: National Statistical Office of Thailand Survey Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
After March 1, 2015 - all airtime call packages must be billed on per-second basis. The average charge for 2G service must not exceed 0.99/per minute. For 3G on the 2.1 GHz spectrum, the voice price must not exceed 0.84/per minute
In compliance with regulators mandates • Customer gets minimum 30 days balance for every prepaid top‐up value. • The value can be accumulated for 365 days. • All mobile phones users must register their SIMs with ID card or passport
NBTC announced the mandate for network infrastructure sharing among operators i.e. tower, land, site facilities, etc. in April 2013. The action is subjected to availability of network capacity.
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
2G
3G
2.5
3.5
2.7
3.9
LTE
www.yozzo.com Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com License ends 2015
900 MHz
BTO contract ends 2015
17.5MHz‐Bandwidth MVNO Wholesale contracts License ends 2025
AIS 17.5MHz
MVNO 15MHz
2100 MHz 15MHz‐Bandwidth
Auctioned license
AIS 15MHz
2100 MHz License ends 2027
Auctioned license
45MHz‐Bandwidth
DTAC 15MHz
Auctioned license
True 15MHz
NBTC Regulator
Ended 2013
DPC 12.5MHz
1800 MHz License
BTO contract
Ended 2013
True 12.5MHz
75MHz‐Bandwidth Ends 2018
DTAC 50MHz
BTO contract ends 2018 License ends 2025
850 MHz 25MHz‐Bandwidth
DTAC 10MHz
Wholesale - Resell
True 15MHz www.yozzo.com
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
Ends 2018
www.yozzo.com
Cellular towers
Concession
License
Concession
License
Concession
License
13,690
6,000
11,000
1,500
6,000
11.845
Installed BTS/Node B 900 MHz 1800 MHz 2100 MHz
0 15,000 4,000 0
0 0 0 20,500
5,000 0 11,000 0
0 0 0 12,500
0 0 7,000 0
14,000 0 0 5,000
Total
19,000
20,500
16,000
12,500
7,000
19,000
850 MHz
Grand Total
39,500
28,500
26,000
2G Coverage
97% of Population
95% of Population
90% of Population
3G coverage
97% of Population
88% of Population
97% of Population
4G Coverage
0% of Population
10% of Population
30% of Population
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
800 MHz (CDMA/UMTS)
CAT/BFKT 15 MHz Expires in 2025 824.4 MHz
CAT/DTAC 9.7 MHz Expires in 2018
834.4 MHz
839.4 MHz
900 MHz (GSM/UMTS)
TOT/AIS 17.5 MHz Expires in 2015 880 MHz
1800 MHz (GSM/*FDD-LTE)
849 MHz
897.6 MHz
TMV 12.6 MHz Expired in Sept. 2013 1710 MHz
DTAC 25 MHz Expires in September 2018
1722.6 MHz 1722.8 MHz
1900 MHz/2100 MHz (PCT/UMTS)
True PCT 1906 MHz
915 MHz
1918 MHz
1920 MHz
DPC 12.6 MHz Expired Sept. 2013
1747.8 MHz 1748 MHz DTAC 15 MHz
True 15 MHz
2300 MHz (*TDD-LTE)
1760.6 MHz
AIS 15 MHz
1965 MHz
DTAC 25 MHz Expires Sept. 2018
TOT 15 MHz
1980 MHz
TOT 64 MHz 2300 MHz
2400 MHz
MCOT 48 MHz Expires in 2015
2600 MHz (*TDD-LTE &FDD-LTE) 2500 MHz
2536 MHz
2584 MHz
2592 MHz
2608 MHz
UPDATE, April 22, 2015: MCOT has agreed to return its unused 60 MHz of bandwidth out of 144 MHz on the 2600 MHz spectrum. Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
1785 MHz
www.yozzo.com
User
806
824
Trunked Radio
839
CAT
849 851
CAT DTAC
869
Trunked Radio
884
CAT
894
897. 5
CAT DTAC
TOT/AIS
915
920925
RFID
MHz
Expired 2015 Expires 2018 Expires 2025
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
942.5
TOT/AIS
960
www.yozzo.com
DCS1800 (UL) TMV 12.6 MHz Expired in Sept. 2013 1710 MHz
DTAC 25 MHz Expires in September 2018
1722.6 MHz 1722.8 MHz
DPC 12.6 MHz Expired Sept. 2013
1747.8 MHz 1748 MHz
Unuse d
DTAC 25 MHz Expires Sept. 2018 1785 MHz
1760.6 MHz
DCS1800 (DL) TMV 12.6 MHz Expired in Sept. 2013 1805 MHz
DTAC 25.3 MHz Expires in September 2018
1817.6 MHz 1817.6 MHz
DPC 12.6 MHz Expired Sept. 2013 1842.9 MHz
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
1855.5 MHz
Unuse d
DTAC 24.5 MHz Expires Sept. 2018 1880 MHz
www.yozzo.com
2300 MHz (*TDD-LTE)
TOT 64 MHz 2300 MHz
2400 MHz
TOT Plc, holds 64 MHz of the 2300 MHz spectrum, which is currently unused. The ICT Ministry and TOT are studying the possibility of bringing the unused portion of TOT's 2300 MHz spectrum up for auction in order to increase the amount of bandwidth. In exchange for the 2300 spectrum's return, TOT suggested to keep the 900 MHz spectrum that AIS has used to provide public telecom service for 10 years. TOT will ask NBTC for permission to keep 20 MHz of its 64MHz bandwidth to provide services under the universal service obligation (USO) scheme. If NBTC declined its request, TOT would ask the National Digital Economy Committee to permit it to use the spectrum to provide 4G technology under the USO scheme.
Presentation by Yozzo Co.,Ltd.  www.yozzo.com  June 2015
www.yozzo.com
MCOT 48 MHz Expires in 2015
2600 MHz (*TDD-LTE & FDD-LTE) 2500 MHz
2536 MHz
2584 MHz
2592 MHz
2608 MHz
MCOT Plc and the Public Relations Department (PRD) holds 128 MHz and 26 MHz, respectively, of the 2600 MHz spectrum. MCOT earlier allowed IBC to use the band for multichannel multipoint distribution service (MMDS) to provide a pay-TV service until 2009. In 2010 MCOT, agreed to let Playwork use the band to offer a pay-TV and wireless broadband service for 15 years. It also signed a contract with CAT Telecom to provide the network for the service. The now defunct, National Telecommunications Commission (NTC) declined to permit Playwork to test the service, since the spectrum was allocated for telecom purposes, not broadcasting.
MCOT has agreed to return its unused 60 MHz of bandwidth out of 144 MHz on the 2600 MHz spectrum. The state-run broadcaster will receive THB 100 million in compensation. NBTC told Bangkok Post the sum of THB 100 million in compensation had been calculated on the potential revenue MCOT expected to gain during the concession period. The Public Relations Department (PRD), which holds 24MHz of bandwidth on the same 2600 MHz spectrum, has taken the NBTC to the Central Administrative Court for reclaiming its spectrum for reallocation. Presentation by Yozzo Co.,Ltd.  www.yozzo.com  June 2015
www.yozzo.com
Thailand’s National Broadcasting and Telecommunications Commission (NBTC) has finally been able to set a timetable for the country's 4G spectrum auctions, after the cabinet gave the green light to proceed with the auctions plans. The NBTC expects to issue 4G licenses for the 1800 MHz spectrum November 11, 2015 and the 900 MHz spectrum December 15, 2015. If no further delays arise, NBTC expects to issue the licenses for the 1800 MHz spectrum in December and the 900 MHz spectrum in January 2016. The new commercial 4G services could then be rolled out by April 2016. You can read more about Thailand’s 4G Auction here Slideshare: http://www.slideshare.net/yozzo1/the-4g-lte-auction-in-thailand Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
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TOT/CAT
NBTC
Till 2013-2018
15-years
TOT/CAT
Operator
20-30% revenue share
5.25% of revenue (Type 3 License)
*BTO is Build Transfer Operate contract. Note: Operators have to pay a numbering fee at Bt2/number/month to the regulator
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
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BTO contract regulatory fee = Revenue share + Access charge Ceased since 2007
5.25%
=
1.5% Paid to Regulator
+
3.75% Paid to Regulator
Upfront license bidding cost THB 13.5 - 14.6 Billion for 2x15 MHz.
Presentation by Yozzo Co.,Ltd.  www.yozzo.com  June 2015
www.yozzo.com
Interconnection charge (IC) or termination charge is a bilateral agreement charge levied by network operators on other service providers to recover the costs of the interconnection facilities provided by the network operators.
AIS, DTAC and TRUE agree to pay IC rate at THB 1.00/min.
The new IC rate of THB 0.45 per minute is applied from 1 July 2013. TOT�3G does not enter into IC agreement with any operators
The regulator has pledged to introduce a lower mobile termination rate than the current 0.45 baht ($0.014) per minute to help operators comply with the per-second billing new policy.
Presentation by Yozzo Co.,Ltd.  www.yozzo.com  June 2015
www.yozzo.com
National roaming happens when one operator allow its customers to originate/receive traffic using network of other operators. National Roaming ensures that customers have seamless connection experience.
• •
Subscriber uses 2G handsets. Subscriber makes/receives a call outside of 3G coverage
Provide roaming service
Pay roaming charge
• •
Provide network capacity to support traffic originated/received from customer of 3G Operator. Subjected to 30% revenue sharing to TOT/CAT Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com
Yozzo is a Telecom Consulting firm, specializing in Information and Communications Technology (ICT).
We assist public and private sector clients in their decision making through market insights, experience and technical skills. Our clients includes: Governments, Telecom Regulators, Telecom operators, MVNO’s, Mobile device manufacturers, Retailers, Software & Service providers, Media and Broadcasting companies.
We approach consultancy engagements from a commercial perspective, with the aim of adding significant value to your business by identifying and pursuing: growth opportunities, create products, services, and businesses that improve the efficiency, productivity, and profitability of your business.
Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015
www.yozzo.com Presentation by Yozzo Co.,Ltd. www.yozzo.com June 2015