We expect limited growth in the Australian mobile market, as most consumers are already equipped with services. Networks, while they may not cover the entire country geographically, leaving many not-spots, especially concerning more advanced data services, are covering the main urban centres where most of the population lives. ...We expect limited growth in the Australian mobile market, as most consumers are already equipped with services. Networks, while they may not cover the entire country geographically, leaving many not-spots, especially concerning more advanced data services, are covering the main urban centres where most of the population lives. This includes LTE networks, with the three major operators reporting percentages above -- . ...One risk to our forecasts is the potential volatility of dedicated mobile broadband subscriptions. The number is high but declining, as competition from the NBN is a threat to wireless-based alternatives, especially as it expands to include cable and fibre-to-the- node (FTTN).
...The mobile market is becoming saturated, with operators now focusing on services, especially leveraging investment into -G networks. We are forecasting a total of --.--mn -G/-G connections out of --.--mn mobile accounts by the end of ----. ...By end of ----, we estimate -G/-G subscribers reaching --.--mn representing over -- of the mobile market. The broadband market will be dominated by the National Broadband Network (NBN), which has expanded its remit to include technologies other than full fibre-to-the-premises (FTTP). The fixed voice market will continue to decline, under pressure from mobile substitution. ...The broadband market will be dominated by the National Broadband Network (NBN), which has expanded its remit to include technologies other than full fibre-to-the-premises (FTTP). The fixed voice market will continue to decline, under pressure from mobile substitution.
...BMI View: We have not made major forecast revisions and maintain our core view of the Australian telecommunications market in our Q--- report update. We are of the opinion that -G/-G uptake will be further driven due to aggressive investment by telecom operators. ...
