Telecoms Market Indochina

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

The Evolving Telecoms Market in Indochina

Brianna Boudreau TeleGeography

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Overview of the Indochina Region

•  International bandwidth growth

•  Broadband data •  Wireless market •  Regional forecasts

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Bandwidth Continues to Grow Select Asian Countries, 2007-2011

Myanmar Japan Hong Kong Laos Cambodia Thailand Vietnam 0%

20%

40%

60%

80%

100%

120%

Cal

cula

ted

Ann

ual G

row

th R

ate,

200

7- 2

011

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

But Usage Levels are Low..

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

Myanmar Laos Cambodia Vietnam Thailand Malaysia

Tota

l Ban

dwid

th U

sage

(Mbp

s)

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

…And Prices are High

$0

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000

$35,000

Mon

thly

Rec

urrin

g C

harg

e (U

SD

) STM-1 Prices, Q3 2012

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Fixed Broadband Driving Growth

0%

1%

2%

3%

4%

5%

6%

7%

8%

9%

10%

0

1

2

3

4

5

6

7

8

9

10

2009 2010 2011 2012

Hou

seho

ld P

enet

ratio

n

Bro

adba

nd S

ubsc

riber

s (m

illio

ns)

Broadband Subscribers

Average Household Penetration

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Broadband Subscribers in Indochina

0

1

2

3

4

5

6

7

8

9

2009 2010 2011 2012

Bro

adba

nd S

cubs

crib

ers

(mill

ions

)

Myanmar Laos Cambodia Thailand Vietnam

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Wireless Subscribers in Indochina

0

50

100

150

200

250

2009 2010 2011 2012

Wire

less

Sub

scrib

ers

(mill

ions

)

Myanmar

Laos

Cambodia

Thailand

Vietnam

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Mobile Data and 3G Select Asian Countries, 2012

0

20

40

60

80

100

120

140

Myanmar Laos Cambodia Malaysia Thailand Vietnam

Sub

scrib

ers

(mill

ions

)

Wireless Subscribers

3G Subscribers

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Increasing International Connectivity

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Indochina Broadband Forecast

0

1

2

3

4

5

6

7

Myanmar Laos Cambodia Thailand Vietnam

Bro

adba

nd S

ubsc

riber

s (m

illio

ns)

2012

2016

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Indochina Wireless Forecast

0

20

40

60

80

100

120

140

Myanmar Laos Cambodia Thailand Vietnam

Wire

less

Sub

scrib

ers

(mill

ions

)

2012

2016

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Indochina Bandwidth Forecast

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

Myanmar Laos Cambodia Vietnam Thailand

Use

d In

tern

atio

nal B

andw

idth

(Mbp

s)

2012 2018

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!

Brianna Boudreau bboudreau@telegeography.com