¸»·¹À̽þÆÀÇ Åë½Å ½ÃÀå ¿¹Ãø(2024-2029³â)
Malaysia: Telecoms Market Forecast 2024-2029
»óǰÄÚµå : 1554595
¸®¼­Ä¡»ç : Analysys Mason
¹ßÇàÀÏ : 2024³â 09¿ù
ÆäÀÌÁö Á¤º¸ : ¿µ¹® 4 Slides
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"Celcom°ú DigiÀÇ ÇÕº´À¸·Î ¸ð¹ÙÀÏ ½ÃÀåÀÇ °æÀïÀÌ °¨¼ÒÇßÁö¸¸ ¸»·¹À̽þÆÀÇ °íÁ¤ ȸ¼± Åë½Å »ç¾÷ÀÚ´Â °¡°Ý °æÀïÀ» °è¼ÓÇϰí ÀÖ½À´Ï´Ù."

Analysys MasonÀº ¾Æ½Ã¾ÆÅÂÆò¾ç ½ÅÈï±¹(EMAP) Åë½Å ½ÃÀå¿¡ ´ëÇÑ 5³â°£ÀÇ »ó¼¼ÇÑ ¿¹ÃøÀ» Á¦°øÇÕ´Ï´Ù. ÀÌ º¸°í¼­´Â ƯÈ÷ ¸»·¹À̽þƿ¡¼­ Åë½Å »ç¾÷ÀÚÀÇ ÇÙ½É Åë½Å ¼­ºñ½º¿¡ ÁßÁ¡À» µÓ´Ï´Ù.

ÀÌ º¸°í¼­ÀÇ ³»¿ë

Á¶»ç ´ë»ó Áö¿ª

¸ðµ¨¸µ Áö¿ª

  • ½ÅÈï ¾Æ½Ã¾ÆÅÂÆò¾ç(EMAP)

°³º° ¸ðµ¨¸µ ±¹°¡

  • ¸»·¹À̽þÆ

ÁÖ¿ä ¼º°ú ÁöÇ¥

¿¬°á ¼ö

¸ð¹ÙÀÏ Åë½Å

  • ÇÕ°è(ÈÞ´ëÆù + ¸ð¹ÙÀÏ ±¤´ë¿ª, IoT Á¦¿Ü), ÇÕ°è(IoT Æ÷ÇÔ)
  • ´Ü¸» : ½º¸¶Æ®Æù, ÀÏ¹Ý ÀüÈ­, ´Ü¸» Àüü¿¡ ´ëÇÑ ½º¸¶Æ®ÆùÀÇ Á¡À¯À²
  • ¸ð¹ÙÀÏ ±¤´ë¿ª
  • ÇÕ°è, ´Ü¸», ºê·Îµå¹êµå : 2G, 3G, 4G, 5G(¹× 2G, 3G, 4G, 5G Á¡À¯À²)
  • ÇÕ°è, ´Ü¸» : ¼±ºÒ, °è¾à, ¼±ºÒÀÇ Á¡À¯À²
  • IoT

°íÁ¤ ȸ¼± Åë½Å

  • À½¼º ÅëÈ­ : Á¼Àº ¹êµå, VoBB, ÀüÈ­ Á¢¼Ó
  • ±¤´ë¿ª ADSL/VDSL, FTTP/B, ÄÉÀÌºí ¸ðµ©, FWA, 5G FWA, ±âŸ ±â¼ú, ±â°¡ºñÆ® ´ëÀÀ Á¢¼Ó
  • »ç¾÷¿ë, °¡Á¤¿ë
  • Àü¿ë Á¢¼Ó
  • º¸±Þ·ü(±â¾÷, °¡Á¤) : À½¼º ÅëÈ­, ±¤´ë¿ª(ADSL/VDSL, FTTP/B, ÄÉÀÌºí ¸ðµ©, FWA, ±âŸ ±â¼ú)

À¯·á TV

  • »ç¾÷ÀÚ, ±âÁ¸
  • »ç¾÷¿ë, °¡Á¤¿ë

±³Åë

  • ¹ß½Å ºÐ¼ö(°íÁ¤ ȸ¼± Åë½Å¡¤¸ð¹ÙÀÏ Åë½Å), MoU
  • ÈÞ´ëÆù µ¥ÀÌÅÍ ¸Þ½ÃÁöÀÇ Æ®·¡ÇÈ

³×Æ®¿öÅ© °ü·Ã ÀÌ¿ÜÀÇ ÁöÇ¥

  • GDP(±¹³»ÃÑ»ý»ê)
  • Àα¸
  • °¡±¸¼ö
  • »ç¾÷¼Ò¼ö
  • ȯÀ²

¼­ºñ½º ¼öÀÔ

¸ð¹ÙÀÏ Åë½Å

  • ÇÕ°è
  • GDP Á¡À¯À²
  • 1ÀÎ´ç ¿ù°£
  • »ç¾÷¿ë, °¡Á¤¿ë
  • ¼±ºÒ, °è¾à, ¼±ºÒ Á¡À¯À²
  • 2G, 3G, 4G, 5G(¹× 2G, 3G, 4G, 5G Á¡À¯À²)

°íÁ¤ ȸ¼± Åë½Å

  • ÇÕ°è(¼Ò¸Å + Ȧ¼¼ÀÏ)
  • ´ë GDP Á¡À¯À²
  • 1ÀÎ´ç ¿ùÂ÷

¼Ò¸Å ¼öÀÔ

¸ð¹ÙÀÏ Åë½Å

  • ÇÕ°è
  • GDP Á¡À¯À²
  • 1ÀÎ´ç ¿ù°£
  • »ç¾÷¿ë, °¡Á¤¿ë
  • 1GB´ç
  • 2G, 3G, 4G, 5G(¹× 2G, 3G, 4G, 5G Á¡À¯À²)
  • À½¼º ÅëÈ­ : ºÐ´ç À½¼º
  • µ¥ÀÌÅÍ Åë½Å: µ¥ÀÌÅÍ/GB
  • ´Ü¸»: ÇÕ°è, À½¼º ÅëÈ­, ¸Þ½ÃÁö, µ¥ÀÌÅÍ Åë½Å, ¼±ºÒ, °è¾à, ¼±ºÒ Á¡À¯À²
  • ¸ð¹ÙÀÏ ±¤´ë¿ª
  • IoT Ä¿³ØÆ¼ºñƼ

°íÁ¤ ȸ¼± Åë½Å

  • ÇÕ°è
  • ´ë GDP Á¡À¯À²
  • 1ÀÎ´ç ¿ù°£
  • »ç¾÷¿ë, °¡Á¤¿ë
  • À½¼º ÅëÈ­ : Çù´ë¿ª, VoBB
  • Àü¿ë Á¢¼Ó
  • ±¤´ë¿ª: °íÁ¤ ¼Ò¸Å ¼öÀÔ¿¡ Â÷ÁöÇÏ´Â ADSL/VDSL, FTTP/B, ÄÉÀÌºí ¸ðµ©, FWA, 5G FWA, ±âŸ ±â¼ú

ICT ¼­ºñ½º

À¯·á TV

  • »ç¾÷ÀÚ, ±âÁ¸
  • »ç¾÷¿ë, °¡Á¤¿ë

Ȧ¼¼ÀÏ ¼öÀÔ

  • ¸ð¹ÙÀÏ Åë½Å
  • °íÁ¤ ȸ¼± Åë½Å

ASPU

¸ð¹ÙÀÏ Åë½Å

  • ÇÕ°è
  • À½¼ºÅëÈ­
  • µ¥ÀÌÅÍ Åë½Å
  • ¸ð¹ÙÀÏ ±¤´ë¿ª
  • IoT
  • ´Ü¸» : ÇÕ°è, ¼±ºÒ, °è¾à, À½¼º ÅëÈ­, ¸Þ½Ã¡, µ¥ÀÌÅÍ Åë½Å
  • »ç¾÷¿ë, °¡Á¤¿ë

°íÁ¤ ȸ¼± Åë½Å

  • À½¼º ÅëÈ­
  • ±¤´ë¿ª ADSL/VDSL, FTTP/B, ÄÉÀÌºí ¸ðµ©, FWA, 5G FWA, ±âŸ ±â¼ú
  • »ç¾÷¿ë, °¡Á¤¿ë

ARPU

¸ð¹ÙÀÏ Åë½Å

  • ÇÕ°è
  • ¼±ºÒ, °è¾à
  • »ç¾÷¿ë, °¡Á¤¿ë
  • 2G, 3G, 4G, 5G
JHS
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"The Celcom-Digi merger has reduced competition in the mobile market, but Malaysia's fixed operators continue to compete on price."

Analysys Mason provides detailed 5-year forecasts of the telecoms market in emerging Asia-Pacific (EMAP). This report focuses on operators' core telecoms services in Malaysia.

This report provides:

Geographical coverage

Region modelled

  • Emerging Asia-Pacific (EMAP)

Countries modelled individually

  • Malaysia

Key performance indicators:

Connections

Mobile:

  • total (handset plus mobile broadband, excluding IoT), total including IoT
  • handset: smartphone, basic, smartphone share of handsets
  • mobile broadband
  • total, handset and broadband: 2G, 3G, 4G, 5G (and 2G, 3G, 4G, 5G share)
  • business, residential
  • total and handset: prepaid, contract and prepaid share
  • IoT

Fixed:

  • voice: narrowband, VoBB, dial-up
  • broadband: ADSL/VDSL, FTTP/B, cable modem, FWA, 5G FWA, other technologies, gigabit-capable connections
  • business, residential
  • dedicated connections
  • penetration (business sites and households): voice, broadband (ADSL/VDSL, FTTP/B, cable modem, FWA, other technologies)

Pay TV

  • operator, traditional
  • business, residential

Traffic

  • Outgoing minutes (fixed and mobile), MoU
  • Cellular data and messaging traffic

Network-independent metrics

  • GDP
  • Population
  • Households
  • Business sites
  • Exchange rates

Service revenue

Mobile:

  • total
  • share of GDP
  • per capita per month
  • residential, business
  • prepaid, contract, prepaid share
  • 2G, 3G, 4G, 5G (and 2G, 3G, 4G, 5G share)

Fixed:

  • total (retail plus wholesale)
  • share of GDP
  • per capita per month

Retail revenue

Mobile:

  • total
  • share of GDP
  • per capita per month
  • business, residential
  • per GB
  • 2G, 3G, 4G, 5G (and 2G, 3G, 4G, 5G share)
  • voice, voice per minute
  • data, data per GB
  • handset: total, voice, messaging, data, prepaid, contract, prepaid share
  • mobile broadband
  • IoT connectivity

Fixed:

  • total
  • share of GDP
  • per capita per month
  • business, residential
  • voice: narrowband, VoBB
  • dedicated connections
  • broadband: ADSL/VDSL, FTTP/B, cable modem, FWA, 5G FWA, other technologies, as a share of fixed retail revenue

ICT services

Pay TV

  • operator, traditional
  • business, residential

Wholesale revenue

  • Mobile
  • Fixed

ASPU

Mobile:

  • total
  • voice
  • data
  • mobile broadband
  • IoT
  • handset: total, prepaid, contract, voice, messaging, data
  • business, residential

Fixed:

  • voice
  • broadband: ADSL/VDSL, FTTP/B, cable modem, FWA, 5G FWA, other technologies
  • business, residential

ARPU

Mobile:

  • total
  • prepaid, contract
  • business, residential
  • 2G, 3G, 4G, 5G
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