通訊、行動寬頻的菲律賓市場 - 統計與分析

COVID-19大流行，2020年給菲律賓的通訊部門帶來了比較小影響。在部分地區用戶數減少了，不過，因為人口有相當的比例轉移到在家工作和學習，由行動資料和寬頻的利用大幅度增加抵銷。LTE，5G，光纖寬頻網路等主要的投資計劃，由於供應鏈的停頓多少產生了延遲，不過，此後活動加緊按原定計劃完成部署。

本報告提供菲律賓的通訊市場相關調查分析，主要統計，COVID-19的影響，市場概要，主要企業等相關的系統性資訊。

目錄

主要統計

地區的亞洲市場比較

COVID-19與對通訊部門的影響

• 經濟考察與支援
• 用戶數
• 基礎設施

通訊市場

• 市場概要

法規環境

• 法規當局
  • CICT
  • DICT
• 固網的發展
  • 互相連接
  • 外國資本規則
  • 存取
• 行動網路的發展
  • SIM登記
  • 行動頻率
  • MNP
  • 網路共享

行動市場

• 市場概要
• 主要手機業者
  • Smart Communications
  • Globe Telecom
  • NOW Telecom
  • DITO Telecommunity
• 行動基礎設施
  • 5G
  • 4G/LTE
• 行動寬頻

固定寬頻市場

• 固定寬頻統計
• 固定寬頻服務供應商
  • PLDT
  • Globe Telecom
• 固定寬頻技術
  • FttP網路
  • Wi-Fi

固定網路市場

• 固定通訊網路業者
  • PLDT
  • Globe Telecom

通訊基礎設施

• 全國通訊網路
  • 固網網路
  • NBN
  • IXP
• 國際基礎設施
  • 海底
  • IGF
  • 衛星系統
• 資料中心
  • 資料中心供應商

附錄:成果資料

簡稱集

相關報告

Philippines' telecom sector weathers the COVID-19 storm

The COVID-19 pandemic had a relatively minor impact on the Philippine's telecom sector in 2020. Subscriber numbers fell in some areas, but this was offset by strong growth in mobile data and broadband usage since a significant proportion of the population transitioned to working or studying from home. Major investment programs covering LTE, 5G, and fibre broadband networks suffered slight delays due to holdups in supply chains, but activity has since ramped up in an attempt to complete the rollouts as per the original schedule.

The major telecom operators had mixed financial results for the past year. PLDT reported record revenues, whereas Globe Telecom's performance dropped below 2019 levels. The pandemic was partly the cause in both cases: shifts in customer behaviour during the enforced lockdown bolstered mobile data and broadband, whereas Globe Telecom's leadership of the mobile market saw it suffer to a greater extent overall, as the total number of mobile subscribers fell in the first quarter of 2021. In spite of the setback, both companies predict a positive outlook for growth through the rest of 2021 and into 2022. Overall, the number of mobile subscribers is expected to grow to 153 million by the end of 2021, with the penetration rate approaching 144%.

PLDT and Globe Telecom have maintained their dominance of the Philippines telecom market, despite having their duopoly status removed by the government as far back as 2017. Two new entrants - DITO Telecommunity and NOW Telecom - have since become the third and fourth operators, but delays in their respective launch programs have caused minimal impact to the leaders' market share. The government remains keen, and committed, to seeing strong competition, growth, and service excellence in the telecom sector, so there is likely to be continued support (financially as well as through legislation such as enabling mobile tower sharing and number portability) to ensure that the sector remains viable for emerging players.

The mobile sector will remain the Philippines' primary market for telecommunications well into the future. The unique terrain and resulting challenges associated with accessing remote parts of the archipelago means that in many areas fixed networks are neither cost-effective nor logistically viable. Both PLDT and Globe Telecom continue to roll out fixed networks in some urban areas where it remains feasible to do so (primarily to support fixed broadband or - in Globe Telecom's case - fixed wireless services). However, the bulk of telecoms investment over the coming years will continue to be in 5G and 5G-enabled LTE networks. Coverage of LTE and 5G networks extends to over 95% of the population, and for the vast majority of people mobile will likely remain their only platform for telecom services.

This report update includes the regulator's market data to March 2021, telcos' data to Q1 2021, Telecom Maturity Index charts and analyses, assessment of the global impact of COVID-19 on the telecoms sector, and recent market developments.

Key Developments

• Smart, Global Telecom, and DITO Telecommunity launch 5G commercial services.

• NOW Telecom secures provisional authority to extend its licence to offer LTE as well as 5G services.

• DITO launches mobile services.

• Increase in investment and deployment of new data centres to support content-intensive 5G services, including new entrants such as Alibaba Cloud.

Key companies mentioned in this report:

PLDT, Smart Communications, Globe Telecom, DITO Telecommunity, NOW Telecom, Huawei, Nokia, Alibaba Cloud.

Table of Contents

Key statistics

Regional Asian Market Comparison

Covid-19 and its impact on the telecom sector

• Economic considerations and responses
• Subscribers
• Infrastructure

Telecommunications market

• Market overview

Regulatory environment

• Regulatory authority
  • Commission on Information and Communications Technology (CICT)
  • Department of Information and Communications Technology (DICT)
• Fixed-line developments
  • Interconnection
  • Foreign ownership rules
  • Access
• Mobile network developments
  • SIM registration
  • Mobile spectrum
  • Mobile Number Portability (MNP)
  • Network sharing

Mobile market

• Market overview
• Major mobile operators
  • Smart Communications
  • Globe Telecom
  • NOW Telecom
  • DITO Telecommunity
• Mobile infrastructure
  • 5G
  • 4G / LTE
• Mobile broadband

Fixed broadband market

• Fixed broadband statistics
• Fixed broadband service providers
  • PLDT
  • Globe Telecom
• Fixed broadband technologies
  • Fibre-to-the-Premises (FttP) networks
  • Wi-Fi

Fixed network market

• Fixed network operators
  • PLDT
  • Globe Telecom

Telecommunications infrastructure

• National telecom network
  • Fixed-line network
  • National Broadband Network (NBN)
  • Internet Exchange Points (IXPs)
• International infrastructure
  • Submarine
  • International gateway facilities (IGFs)
  • Satellite systems
• Data Centres
  • Data centre providers

Appendix - Historic data

Glossary of abbreviations

Related reports

List of Tables

• Table 1 - Top Level Country Statistics and Telco Authorities - 2021 (e)
• Table 2 - Growth in the number of mobile subscribers and penetration - 2011 - 2026
• Table 3 - Change in the number of mobile subscribers by major operator (million) - 2013 - 2021
• Table 4 - Mobile subscriber market share by major operators - 2013 - 2021
• Table 5 - Change in the total number of PLDT's mobile subscribers - 2011 - 2021
• Table 6 - Growth in the number of Smart's mobile subscribers by category (million) - 2009 - 2021
• Table 7- Growth in the number of Sun Cellular's mobile subscribers by category (million) - 2011 - 2021
• Table 8 - Growth in the number of TNT's mobile subscribers - 2009 - 2021
• Table 9 - Development of Smart's mobile ARPU by category (PHP/subscriber/month) - 2009 - 2021
• Table 10 - Development of Sun Cellular's mobile ARPU by category (PHP/subscriber/month) - 2011 - 2021
• Table 11 - Change in TNT's mobile ARPU - 2009 - 2021
• Table 12 - Change in the number of Globe Telecom's mobile subscribers by type (million) - 2011 - 2021
• Table 13 - Globe Telecom's prepaid mobile subscribers by brand (million) - 2012 - 2021
• Table 14 - Development of Globe Telecom's mobile ARPU by segment (PHP/subscriber/month) - 2013 - 2021
• Table 15 - Development of Globe Telecom's mobile revenue by service (PHP million) - 2012 - 2021
• Table 17 - Growth in the number of fixed broadband subscribers and penetration - 2011 - 2026
• Table 18 - Growth in the number of PLDT's fixed broadband subscribers - 2011 - 2021
• Table 19 - Change in PLDT's fixed broadband ARPU - 2012 - 2021
• Table 20 - Growth in the number of Globe Telecom's fixed and fixed wireless broadband subscribers - 2011 - 2021
• Table 21 - Increase in PLDT's fibre network length - 2017 - 2021
• Table 22 - Increase in the number of PLDT fibered premises (million) - 2017 - 2021
• Table 26 - Change in the number of PLDT's fixed-line subscribers - 2011 - 2021
• Table 29 - Growth in the number of Globe Telecom's fixed-line voice subscribers - 2011 - 2020
• Table 30 - Change in the number of fixed lines and penetration - 2011 - 2026
• Table 31 - Historic - Total mobile subscribers and penetration rate - 1995 - 2010
• Table 32 - Historic - Mobile services revenue - 2006 - 2014
• Table 33 - Historic - Globe Telecom mobile subscribers - 2001 - 2010
• Table 34 - Historic - Fixed broadband subscribers and penetration - 2007 - 2010
• Table 35 - Historic - Internet users and penetration - 2007 - 2016
• Table 36 - Historic - PLDT broadband subscribers - 2005 - 2010
• Table 37 - Historic - PLDT fixed-line subscribers - 2001 - 2010
• Table 38 - Historic - PLDT's mobile subscribers - 2006 - 2010
• Table 39 - Historic - Growth in the number of PLDT's fixed-line broadband subscribers - 2008 - 2010
• Table 40 - Historic - Globe Telecom fixed-line subscribers - 2002 - 2010
• Table 41 - Historic - Fixed lines in service and penetration - 1995 - 2010
• Table 42 - Historic - Growth in the number of Globe Telecom's broadband subscribers - 2007 - 2010
• Table 43 - Historic - Development of PLDT's Group capex - 2008 - 2010

List of Charts

• Chart 1 - Asian Telecoms Maturity Index by Market Category
• Chart 2 - Asian Telecoms Maturity Index vs GDP per Capita
• Chart 3 - Telecoms Maturity Index - South East Asia
• Chart 4 - Fixed and mobile broadband comparison - South East Asia
• Chart 5 - Growth in the number of mobile subscribers and penetration - 2011 - 2026
• Chart 6 - Change in the number of mobile subscribers by major operator - 2013 - 2021
• Chart 7 - Mobile subscriber market share by major operators - 2013 - 2021
• Chart 8 - Change in the total number of PLDT's mobile subscribers - 2011 - 2021
• Chart 9 - Growth in the number of Smart's mobile subscribers by category - 2009 - 2021
• Chart 10 - Growth in the number of Sun Cellular's mobile subscribers by category - 2011 - 2021
• Chart 11 - Growth in the number of TNT's mobile subscribers - 2009 - 2021
• Chart 12 - Development of Smart's mobile ARPU by category - 2009 - 2021
• Chart 13 - Development of Sun Cellular's mobile ARPU by category - 2011 - 2021
• Chart 14 - Change in TNT's mobile ARPU - 2009 - 2021
• Chart 15 - Change in the number of Globe Telecom's mobile subscribers by type - 2011 - 2021
• Chart 16 - Development of Globe Telecom's mobile ARPU by segment - 2015 - 2021
• Chart 17 - Development of Globe Telecom's mobile revenue by service (PHP million) - 2012 - 2021
• Chart 19 - Growth in the number of fixed broadband subscribers and penetration - 2011 - 2026
• Chart 20 - Growth in the number of PLDT's fixed broadband subscribers - 2011 - 2021
• Chart 21 - Change in PLDT's fixed broadband ARPU - 2012 - 2021
• Chart 22 - Growth in the number of Globe Telecom's fixed and fixed wireless broadband subscribers - 2011 - 2021
• Chart 23 - Increase in the number of PLDT fibered premises - 2017 - 2021
• Chart 27 - Change in the number of PLDT's fixed-line subscribers - 2011 - 2021
• Chart 30 - Growth in the number of Globe Telecom's fixed-line voice subscribers - 2011 - 2020
• Chart 31 - Change in the number of fixed lines and penetration - 2011 - 2026

List of Exhibits

• Exhibit 1 - Key Market Characteristics by Market Segment
• Exhibit 2 - South East Asia - Key Characteristics of Telecoms Markets by Country
• Exhibit 3 - Major submarine cables with landing points in the Philippines
• Exhibit 4 - Philippines' data centre providers and specifications