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Welcome to the 5th
TowerXchange Meetup Asia
Diamond sponsors: Silver sponsors: Bronze sponsors:
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Meetup agenda
Day One | Tuesday Day Two | Wednesday
Plenary session Plenary session
Networking coffee break sponsored by accruent Networking coffee break sponsored by Delmec
Plenary session Plenary session
Roundtablesession I
Ascend vendor briefing(invite only)
IDIA meeting
Roundtable session III
Bharti Infratel vendor briefing (invite only)
Networking lunch Networking lunch
Roundtablesession II
Technology working group on energy management (invite only)
Plenary session
Networking coffee break sponsored by Cyient Roundtable session IV
Plenary session
Networking drink reception sponsored by edotco
Networking dinner sponsored by Gridserve
Networking coffee break and end of Meetup
Key logistical information
Adrift by David Myers, Marina Bay Sands, Hotel Lobby Tower 2
No smoking within premises
www.towerxchange.com/asia-2018/
Network name: towerxchangePassword: tower123
Drinks reception in expo
#TXMeetupAsia
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TowerXchange’s analysis of the global and Asian tower markets
Arianna Neri, Managing Director - Asia and Americas, TowerXchangePablo Crespo, Head of Asia, TowerXchange
Join the conversation: @TowerXchange
Community: http://www.linkedin.com/groups/TowerXchange-4536974
Research: www.towerxchange.com
Networking club for towercosMeetups, CXO dinners, must-read-journal, 3 million words of research, who’s whos
Meetup MENA 2019 29-30 January, Dubai
Meetup Europe 2019 9-10 April, London
Meetup Americas 2019 9-10 July, Boca Raton
Meetup China 2019 August, Beijing
Meetup Africa 2019 8-9 October, Johannesburg
Meetup Asia 2019 3-4 December, Singapore
The new market structure in which towercos own 67% of towers
TowerXchange is tracking 276 towercos that now own 66.9% of the world’s 4.4mn towers
* China Tower Corporation area reduced to better illustrate the relative global market share of the other towercos – if illustrated to scale, China Tower Corporation’s area would be almost double the scale of the rest of the industry combined
China Tower Corporation*1,920,000
30 other towercos with 5,000-20,000 towers303,144
234+** other towercos with <5,000 towers157,774
American Tower150,975
Indus Towers 124,230
IHS Towers 22,860
Cellnex 21,770
SBA Communications29,357
GTL Infrastructure27,759
edotco 28,490
Deutsche Funkturm28,000
Bharti Infratel 39,946
Crown Castle 40,053
Reliance Infratel43,000
Source: TowerXchange
Towerco penetration and business models in different regions
Source: TowerXchange
China
India
CALA Oceania
S & SE Asia(Exc India)
Europe
N & E Asia(exc China)
97.5% 2.5%
12.1%
17.6%
10.7%
59.5%44.9%
26.2%
28.8%
100%
11%
42%47.3%
13%
87%
USA & Canada
6.6%
66.5%
27%
10.7%
SSAMENA99.5%
0.01%0.04%
4.5%34.1%
61.4%
Operator-led towerco Pureplay independent towerco Joint venture infraco MNO-captive sites
China
India
CALA Oceania
S & SE Asia(Exc India)
Europe
N & E Asia(exc China)
97.3% 2.7%
15.4%
15.5%
9.6%
59.6%46.6%
21.8%
31.5%
14.7%66.1%
19.2%100%
11%
36.1%48.2%
13%
87%
USA & Canada
7%
66%
27%
15.6%
SSAMENA99.5%
0.01%0.04%
4.6%59.2%
36.2%
Global
52.7%
12.8%1.5%
33.1%
14.4%66.3%
19.3%
Selected Asian tower market size comparisons, Q3 2018
Asian tower markets with <5,000 assets
Source: TowerXchange
China1,968,000
India461,121
Japan220,000
Indonesia93,378
Vietnam90,000Bangladesh
30,000
Thailand52,483
South Korea30,000
Malaysia22,802
Philippines17,850
New Zealand4,000
Pakistan34,300
Singapore1,000
Mongolia1,000
PNG1,500
Myanmar15,827
Brunei500
Rest of Oceania400
Bhutan100
Australia15,100
Cambodia9,200
Laos7,374
SriLanka7,500
Afghanistan7,000
Nepal6,000
The restructuring of the Indian telecom and tower industries
< Major restructuring at
MNO and towerco level
< Tenancy churn ranging
from 15.1-46.4%
< Mergers and efficiency
are a must
Indus Towers
American Tower
Reliance Infratel
Bharti Infratel
GTL
Infrastructure
Tower Vision
Ascend
Saurava Towers
BSNL
Reliance Jio
RCOM
Bharti Airtel
MTNL
MTS
Others
Sources: TowerXchange Research, TAIPA, PwC
124,230
76,555
43,00039,94628,000
65,000
25,000
14,421
15,000
5,00010,000
314
8,4006,20055
Pakistan’s tower industry stuttering
< Still 13k+ towers up
for grabs?
< Strong infrasharing
among MNOs
< Networks require
consolidation, efficiencySource: TowerXchange
edotco
Jazz (Deodar)
Telenor
CMPak (Zong)
Ufone
700
13,0007,400
7,100
6,100
New markets opening up in Asia
Bangladesh Philippines Nepal
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Bangladesh: towerco licenses stir the market
< Four licensed towercos
< By 2023 roll back of
co-lo agreements
< Rationalisation, BTS and
4G rolloutSource BTRC
Grameenphone
Robi
Banglalink
Teletalk45.8%
29.9%
21.7% 2.6%
Philippines: the next towerco frontier
< Third MNO selected: Mislatel
Consortium (China Telecom +
Udenna Corp.)
< Proposal of a common tower policy
< Globe to divest its tower assets?
< DICT to appoint one/two towercos
by Q119
8,0009,850 GlobeSmart-PLDT
Source: TowerXchange
Who owns Myanmar’s towers?
Source: TowerXchange researchIndependent towerco towers MNO captive towers
3000
3500
4000
2500
1500
2000
1000
500
0
3000
18001436 1300
300 400
4000
1200820371 100 ~500
IGT Apollo* edotco PAMEL*
600
EFT MNTI KPR MTGDC, NTD, MCDC, KBZ Towers, DLRE, CommBiz, ITMB, MAPCO and EAGER
OCK Ooredoo MytelMPT Telenor
* Apollo Towers and PAMEL owned by TPG
Reinvigorated enthusiasm in Myanmar
< Mytel: 3mn subscribers,
US$2bn infra budget
< Strategy: co-locations,
building & acquiring, working
with local towercos
< TPG-PAMEL deal is the first of
a consolidation wave
< 75% of towers still off-grid,
logistical challengesSource: TowerXchange Research
plus Company Reports
MPT
Telenor
Ooredoo
Mytel
25mn
19mn
9.4mn
2.6mn
Vietnam’s tower landscape
Source: TowerXchange researchOperators Towercos
3000
3500
4000
2500
1500
2000
1000
500
0Viettel VNPT Vietnamobile Gmobile Small
independent towercos
OCK Golden Towers
NiscoMobiFone
40,000
20,000 20,000
4,0002,000 1,350 2,000
350 300
Vietnam: a mature landscape with co-location opportunities
< 90,000 towers, fragmented ecosystem
< Opportunities to modernise and
optimise network
< 4G/5G deployment -> network capex
< MNOs financials could drive co-los
< Innovation: small cells, urban
antennas and fibre
Source: TowerXchange
Viettel
MobiFone
VNPT-Vinaphone
Gmobile
Vietnamobile
63mn
34.8mn
20.5mn
6mn
3.7mn
Indonesia: towercos 2.0, consolidation
< Mature “steel and grass”
towerco market
< New business models and
diversification
< Refinancing and consolidation
still a theme
MitratelTower BersamaProtelindoSTPIBS TowerPersadasokka TamaCentratama MenaraBalitowerGihonPEKAPEOthers
Telkom + TelkomselXLIndosat
Source: TowerXchange
Towerco-owned
Operator-captive
13,461
13,113
16,254
6,900
18,000
4,000
8,600
4,048 1,250
500300
1,012
1,040
3,500
Snapshots of Australia and New Zealand
< Australia: a new MNO and a new
infraco create new opportunities
< 5G tests on the way: innovation is
a must!
< New Zealand: towercos eyeing
growth in rural and remote areas
Axicom
Broadcast Australia
Other independent developers
nbn
Telstra
Vodafone
Optus
Others: government agencies, local wireless
operators and ISPs
1900
620
~1,800
~8,000
~300~400
~2,000
20,000 rooftops
80
Source: TowerXchange
Ground based towers
Malaysia: multi-country and State-backed towercos
< edotco and OCK both expanding
beyond home
< Unique State-backed towercos
< Could edotco play a consolidating
role in Malaysia?
< Opportunities beyond towers:
fibre, small cells and moreSource: TowerXchange
edotco
State-backed towercos
YTL
Naza Communications
OCK
Omnix
Inforient
Unaccounted for
DiGi
Maxis
Telekom Malaysia
Umobile
3,400
3,800
1,0001,000
3,200
5,000
222 300148
50
732
Operators
4,000
Asia: a diverse conglomerate of tower ecosystems
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Thank you and see you next year!...And don’t forget to send us your feedback via the online survey!
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