英國移動通信行業(yè)市場前景及投資研究報告-外文版培訓(xùn)課件2024.8聯(lián)通

DIGITAL

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TRENDSMobiletelecomsintheUnitedKingdomCHAPTER

01OverviewTelecommunications:MobileretailrevenueintheUnitedKingdom(UK)from2007to2023(inbillionGBP)MobileretailrevenueintheUnitedKingdom(UK)2007-20232018.317.517.31816141210817.2171716.6151515.114.814.213.713.512.912.512.36420200720082009201020112012201320142015201620172018201920202021202220233Description:In2023,telecomsoperatorsintheUnitedKingdomgenerated13.7billionBritishpoundsinmobileretailrevenue,upfrom12.9billionBritishpoundsthepreviousyear.ReadmoreNote(s):UnitedKingdom;2007to2023Source(s):OfcomAveragemonthlyhouseholdspendontelecommunicationservicesintheUnitedKingdomfrom(UK)2013to2023(inGBP),typeofserviceMonthlyhouseholdspendontelecomsintheUnitedKingdom(UK)2013-2023,bytypeFixedvoiceanddataMobilevoiceanddataOtherTVTVlicenceRadio180160140120100806040200201320142015201620172018201920202021202220234Description:FixedvoiceanddataservicesaccountedforthelargestshareofmonthlyhouseholdtelecomsspendingintheUnitedKingdomin2023,withanaveragespendofaround44Britishpounds.Fixedvoiceanddataservicesincludefixed-linebroadbandandlandlinetelephoneservices.ReadmoreNote(s):UnitedKingdom;2013to2023Source(s):AmpereAnalysis;OfcomNumberofmobilecellularsubscriptionsintheUnitedKingdom(UK)from1990to2023(inmillions)UK:numberofcellularsubscriptions1990-2023908070605081.77978.378.578.978.976.774.970.159.749.243.540302010014.97.253.941.111.515Description:Therewere84.3millionmobilecellularsubscriptionsintheUnitedKingdomin2023,upfrom81.7millionthepreviousyear.ReadmoreNote(s):UnitedKingdom;1990to2023Source(s):ITUMobiletelephonyadoptionintheUnitedKingdom(UK)from2007to2023MobiletelephonyadoptionintheUnitedKingdom(UK)2007-20231.2%98%98%97%96%96%96%1%0.8%0.6%0.4%0.2%0%95%95%95%95%94%94%93%93%93%92%92%200720082009201020112012201320142015201620172018201920202021202220236Description:ThemobiletelephonyadoptionintheUnitedKingdom(UK)remainedsomewhatstablefrom2007to2023.ThepercentageofhouseholdsintheUKwithaccesstoamobiletelephoneamountedto97percentin2023.

ReadmoreNote(s):UnitedKingdom;2007to2023*;16yearsandolder;*DatafromQ1ofeachyear2007-2014,thenH12015-2022.

ReadmoreSource(s):OfcomNumberofsmartphoneusersintheUK2020-2029(inmillionusers)NumberofsmartphoneusersintheUK2020-20297059.7259.2458.7258.1757.57605040302010056.9356.2155.5854.8352.3120202021202220232024202520262027202820297Description:ThenumberofsmartphoneusersinintheUnitedKingdomwasforecasttocontinuouslyincreasebetween2024and2029byintotal2.8millionusers(+4.92percent).Aftertheninthconsecutiveincreasingyear,thesmartphoneuserbaseisestimatedtoreach59.72millionusersandthereforeanewpeakin2029.Notably,thenumberofsmartphoneusersofwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):UnitedKingdom;2020to2029;individualsofanyagewhoownatleastonesmartphoneandusethesmartphone(s)atleastoncepermonth.Source(s):DigitalMarketInsightsMarketshareofmobiletechnologyintheUnitedKingdomfrom2021to2022,withaforecastfor2030,bygenerationMarketshareofmobiletechnologyintheUnitedKingdom2021-2030,bygeneration2G3G4G5G1%0.9%0.8%0.7%0.6%0.5%0.4%0.3%0.2%0.1%0%93%90%81%17%7%7%2%1%1%1%202120222030*8/statistics/1403085/uk-mobile-technology-share-by-generationThevastmajorityofmobiledataconnectionsintheUnitedKingdomin2022used4G(alsoknownasLTE)technology.Thisissettochangeoverthecomingyears,withfaster5Gmobiletechnologysettoaccountfor93percentofallconnectionsby2030.ReadmoreNote(s):UnitedKingdom;2021to2022;ExcludinglicensedcellularIoT;*Forecast.ReadmoreSource(s):GSMA;GSMAIntelligenceForecastofthe5GsmartphonesmarketshareinUnitedKingdom(UK)from2019to2025UK:forecastof5G-capablesmartphonesmarketshare2019-2025100%90%80%70%60%50%93.11%92.12%82.32%57.15%41.7%40%30%20%10%0%23.27%20202.33%2019202120222023202420259Description:Theshareof5GphonesintheUnitedKingdomwasforecasttocontinuouslyincreasebetween2024and2025byintotalonepercentagepoints.Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach93.11percentandthereforeanewpeakin2025.Notably,theshareof5Gphoneswascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):UnitedKingdom;2019to2025Source(s):ConsumerMarketInsightsCHAPTER

02RevenueRetailrevenuesfrommobiledataservicesintheUnitedKingdom(UK)from1stquarter2012to1stquarter2024(inmillionGBP)UKmobilenetwork:QuarterlyretailrevenuesfromdataservicesQ12012-Q12024800700600500400300200100011Description:Inthefirstquarterof2024,retailrevenuegeneratedbymobiledataservicesintheUnitedKingdom(UK)amountedto345millionBritishpounds,levelwiththesameperiodin2023.ReadmoreNote(s):UnitedKingdom;1stquarter2012to1stquarter2024Source(s):OfcomRetailrevenuefrommobiletelephonyintheUnitedKingdom(UK)from1stquarter2020to1stquarter2024,byservicetype(inmillionGBP)UKmobilenetwork:Quarterlymobilerevenue,byservicetypeQ12020-Q12024AccessandbundleservicesInternationalcallsUKfixedcallsOthercallsOn-netmobilecallsSMSandMMSOff-netmobilecallsDataservices4,0003,5003,0002,5002,0001,5001,0005000Q12020

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Q1202412/statistics/288543/uk-mobile-network-quarterly-retail-revenues-by-call-typeInthefirstquarterof2024,revenuefrommobileaccessandbundleservicesintheUnitedKingdom(UK)amountedtoover2.85billionBritishpounds.ThisaccountedforthevastmajorityofUKmobileretailrevenue,whichtotaled3.4billionBritishpounds.ReadmoreNote(s):UnitedKingdom;1stquarter2020to1stquarter2024Source(s):OfcomTotalretailrevenuesgeneratedbySMSandMMSmessagesintheUnitedKingdom(UK)for2011to2023(inmillionGBP)UKmobilenetwork:annualretailrevenuesfromSMS&MMS2011-20233,0002,4712,5002,0001,5001,0005002,3751,8071,2967737136456135744964404404240201120122013201420152016201720182019202020212022202313Description:In2023,theannualretailrevenuefromSMSandMMSmessagesintheUnitedKingdom(UK)amountedto424millionBritishpounds(GBP).From2011to2023therehasbeenasteadyyear-on-yeardecreasefrom2.47billionBritishpoundsin2011to424millionBritishpoundsin2023.ReadmoreNote(s):UnitedKingdom;2011to2023Source(s):OfcomMonthlyARPUthroughpost-paidmobilesubscribersintheUnitedKingdom(UK)from2007to2023(inGBP)MonthlyARPUthroughpost-paidmobilesubscribersintheUK2007-20234034.46353025201510532.0629.1727.7627.4826.6924.5623.5622.822.2422.0517.9317.1615.7315.3815.01202214.642021020072008200920102011201220132014201520162017201820192020202314Description:Themonthlyaveragerevenueperuser(ARPU)generatedthroughpost-paidmobilesubscribersintheUnitedKingdom(UK)in2023was15.73Britishpounds,anincreaseofalmostfivepercenton2022.

ReadmoreNote(s):UnitedKingdom;2007to2023Source(s):OfcomMonthlyARPUthroughpre-paidmobilesubscribersintheUnitedKingdom(UK)from2007to2023(inGBP)MonthlyARPUthroughpre-paidmobilesubscribersintheUK2007-202387.057.077.07765432106.285.945.95.515.215.185.155.054.974.964.914.844.784.762007200820092010201120122013201420152016201720182019202020212022202315Description:Themonthlyaveragerevenueperuser(ARPU)generatedthroughpre-paidmobilesubscribersintheUnitedKingdom(UK)in2023was5.18Britishpounds,amarginaldecreaseonthepreviousyear.

ReadmoreNote(s):UnitedKingdom;2007to2023Source(s):OfcomCHAPTER

03ConsumptionDownloadspeedexperienceacrossmobilenetworksintheUnitedKingdom(UK)2023(inMbps)SpeedofdownloadbymobilenetworkintheUnitedKingdom2023Megabitspersecond200510152530354045EE403VodafoneO234.527.920.917Description:Asofmid-2023,EEofferedthefastestmobiledownloadspeedsintheUnitedKingdom,withusersexperiencinganaveragedownloadspeedof40megabitspersecond(Mbps).Rankedsecondwas3,followedbyVodafone.

ReadmoreNote(s):UnitedKingdom;1June2023to29August2023Source(s):OpenSignalMonthlymobiledatatrafficonmobilenetworksintheUnitedKingdom(UK)from2011to2023(inmilliongigabytes)MonthlymobiledatatrafficintheUnitedKingdom(UK)2011-20231,000900800700600500400300905725571.1415.92922112001000155.9105.572.944.328.919.79March2011

June2012

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May202318Description:InMay2023,905milliongigabytesofdatawereuploadedanddownloadedviamobilenetworksintheUnitedKingdom.Thiswasarounda25percentincreaseonMay2022,withincreaseddatausedrivenbyshiftingconsumerhabitsandtheadoptionofartificialintelligence.ReadmoreNote(s):UnitedKingdom;2011to2023Source(s):OfcomBusinesscallvolumeoffixed-linecallstomobilenetworksintheUnitedKingdom(UK)from2007to2023,bytelecomoperator(inmillionsofminutes)Fixedcallstomobiles:businesscallvolume2007-2023,byUKnetworkoperatorBTVirginMediaOther8,0007,0006,0005,0004,0003,0002,0001,00002007200820092010201120122013201420152016201720182019202020212022202319Description:In2023,thevolumeofbusinessfixed-linecallstomobilesintheUnitedKingdom(UK)amountedtoaroundthreebillionminutes,withBTaccountingforthemajorityofcallminutes.ReadmoreNote(s):UnitedKingdom;2007to2023Source(s):OfcomResidentialcallvolumeoffixed-linecallstomobilenetworksintheUnitedKingdom(UK)from2007to2023,bytelecomoperator(inmillionsofminutes)Fixedcallstomobiles:Residentialcallvolume2007-2023,byUKnetworkoperatorBTVirginMediaOther8,0007,0006,0005,0004,0003,0002,0001,00002007200820092010201120122013201420152016201720182019202020212022202320Description:In2023,thevolumeoffixed-lineresidentialcallstomobilesintheUnitedKingdom(UK)felltoaround1.8billionminutes,withBTaccountingfor785millionminutes.ReadmoreNote(s):UnitedKingdom;2007to2023Source(s):OfcomMobilecallsvolumeintheUnitedKingdom(UK)from2007to2023,bycalltype(inbillionminutes)UKmobilenetworks:Callvolumes2007-2023,bycalltypeUKfixedcallsOn-netmobilecallsOff-netmobilecallsInternationalcallsCallswhenroamingOthercalls2001801601401201008060402002007200820092010201120122013201420152016201720182019202020212022202321Description:Almost165billionminutesofmobilecallsweremadeintheUnitedKingdom(UK)in2023,withoff-netmobilecallsaccountingforalmosthalfofthese.Totalcallminutespeakedin2020amidtheCoronavirus(COVID-19)pandemic,buthavesincetrendeddownwardtowardpre-pandemiclevels.ReadmoreNote(s):UnitedKingdom;2007to2023Source(s):OfcomSMSandMMSmessagessentintheUnitedKingdom(UK)from2007to2023(inbillions)OutgoingSMS&MMSmessagesintheUnitedKingdom(UK)2007-2023160150.83149.1114012010080129.44127.86109.54104.39101.0191.283.1778.7874.1165.0463.346048.440.86202136.6320224031.6820232002007200820092010201120122013201420152016201720182019202022Description:ThenumberofoutgoingSMSandMMSmessagessentintheUnitedKingdom(UK)hasfallensignificantlyoverthepastdecade,fromapeakofover150billionin2012toaround32billionin2023.ThedeclineinSMSuseintheUKhasbeendrivenbythebroadadoptionofalternativemessagingservicessuchasWhatsApp.ReadmoreNote(s):UnitedKingdom;2007to2023Source(s):OfcomAveragemonthlypost-paidmobilevoiceminutesperpay-monthlycustomersintheUnitedKingdom(UK)from2012to2022Monthlymobilevoiceminutesperpay-monthlycustomersintheUK2012-2022300245.9625020015010050236227.98221.58220.56219.82218.4217.33216.92213.7721002012201320142015201620172018201920202021202223Description:Onaverage,post-paidmobilecustomersintheUnitedKingdommade210minutesworthofcallspermonthin2022,downfrom236minutesin2022.ReadmoreNote(s):UnitedKingdom;2012to2022Source(s):OfcomAveragemonthlymobilevoiceminutesperpre-paidsubscriberintheUnitedKingdom(UK)from2012to2022Averagemonthlymobilevoiceminutesperpre-paidsubscriberintheUK2012-2022100908884.48838071.7567.247061.0359.4857.4605040302010054.4154.4653.462012201320142015201620172018201920202021202224Description:Onaverage,pre-paymobilecustomersintheUKmadearound83minutesofmobilecallspermonthin2022,downfrom88minutesin2021.ReadmoreNote(s):UnitedKingdom;2008to2022Source(s):OfcomCHAPTER

04CompaniesMarketshareofleadingmobiledevicevendorsintheUnitedKingdom(UK)from2012to2023MarketshareofmobiledevicevendorsintheUK2012-2023AppleSamsungRIMHuaweiSonyHTCXiaomiOppoOther/Unknown60%50%40%30%20%10%0%-10%20122013201420152016201720182019202020212022202326Description:AppleleadthemobiledevicemarketintheUnitedKingdom(UK)in2023,holdingover50percentofthemarketshare.Samsungcameinsecondwithjustbelow30percentoftheUKmarketshare.BothtopvendorswerewellbeyondtherestofmobiledevicevendorsintheUKsuchasHuawei,whichcameinthirdplaceholdingunderthreepercentofthemarketshare,adecreasefrompreviousyears.

ReadmoreNote(s):UnitedKingdom;2012to2023Source(s):StatCounterRevenueoftheVodafoneGroupintheUnitedKingdom(UK)from2014to2024(inmillioneuros)VodafonerevenueintheUnitedKingdom(UK)2014-20249,0008,4287,9168,0007,0006,0005,0004,0003,0002,0001,00007,0786,9256,8246,8376,5896,4846,2486,2726,1512014201520162017201820192020202120222023202427Description:VodafoneincreasedslightlyitsrevenuegeneratedintheUnitedKingdom(UK)overallfrom2014to2023,fromapproximately6.2billioneurostoaround6.8billioneuros.Thiscomesdespitethehighseenin2016,whenthecompanygenerated8.43billioneurosintheUK.ReadmoreNote(s):UnitedKingdom;2014to2024Source(s):VodafoneRevenueof3UKLimited(ThreeUK)in2020and2022(inmillionGBP)RevenueofThreeUK2020-20223,0002,5202,4442,5002,0001,5001,0005002,355020202021202228Description:In2022,theBritishtelecommunicationsprovider3UKLimited,orThreeUK,sawathreepercentannualgrowthfromthepreviousyear,goingfromaround2.4billionBritishpoundstoapproximately2.5billionBritishpounds.

ReadmoreNote(s):UnitedKingdom;2020to2022Source(s):HutchisonTelecommunications;ThreeUKRevenueofVirginMediaO2intheUnitedKingdomfrom2008to2023(inmillionGBP)RevenueofVirginMediaO2intheUK2008-202311,50010,5009,5008,5007,5006,5005,50010,912.710,470.110,353.2

10,3605,150.3

5,168.24,963.220174,806.1