Market sizing, 5 year forecast, market overview, key telecom trends, 5G, digital infrastructure

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Dublin, Sept. 21, 2022 (GLOBE NEWSWIRE) — The report “Malaysia Telecoms Industry Report – 2022-2027” has been added to from ResearchAndMarkets.com offer.

The Malaysian telecommunications market is a thriving mobile market with four major network operators, an incumbent landline provider enjoying a near-monopoly, and an overall market supported by solid economic fundamentals, despite some political uncertainties.

The report predicts that mobile subscriptions will continue to grow over the period 2022-27 and fixed broadband subscribers will also continue to grow and increase its household penetration over the same period. The telecommunications sector’s revenue-to-GDP ratio is down from its peak in 2010, and has been falling every year since.

The number of mobile subscribers and revenues are increasing sharply, due to population growth and the market shift towards postpaid. The publisher predicts 20 million 5G subscribers by 2027.

Overall telecommunications revenues are expected to grow through 2027 after a marked slowdown in 2019 and 2020 due to legacy voice revenue pressure partially offset by mobile data growth in addition to the impact of the COVID-19 pandemic. 19.

This report provides revenue forecast and market analysis along with telecom industry statistics including market size, 5 year forecast, market insights, top telecom trends, 5G , digital infrastructure and also features the following:

  • Global telecommunications market by main operators

  • Telecom operator profile, revenue and EBITDA mix

  • Mobile Subscriber and Revenue Market Overview and Forecast

  • Spectrum holdings

  • IoT Market Overview

  • Broadband Subscribers and Revenue Market Overview and Forecast

  • Digital infrastructure (fiber, telecom towers, data centers, submarine cables)

  • Telecom Tower Market Analysis and Forecast

  • Themes / Opportunities related to 5G, M&A and e-Commerce

  • Telco M&A Transaction Database

WHY YOU SHOULD PURCHASE MALAYSIA TELECOMMUNICATIONS INDUSTRY REPORT:

  • Take advantage of the latest market opportunities

  • Target business opportunities and risks in the telecommunications sector through our analyzes of the latest industry trends, regulatory changes and major transactions, projects and investments

  • Understand the threats to your operations and investments and protect your business against future risks

  • Gain insight into emerging trends that could support, strengthen or disrupt your market activities

  • Get a comprehensive view of the competitive landscape to assess your position in the market.

  • Forecasting as a key element for successful budgeting and strategic planning in the telecommunications market

  • Assess the activities, strategy and market position of your competitors, partners and customers

Malaysia Telecom Industry Report at a Glance

Investment investments

The Capex/GDP ratio remained relatively stable between 2015 and 2018, but fell in 2019 and increased again from 2020 to 2027. Telekom Malaysia almost halved its Capex in 2019 while Maxis, Celcom and Digi have profiles more consistent investment.

Mobile subscribers and revenue

Over the past five years, the market has shifted to postpaid as subscribers shift to increased data allowances. Overall, the number of prepaid subscribers decreased significantly. Mobile network operators are facing competitive pressure as the market shifts from traditional prepaid voice and SMS to data-centric usage, increasingly becoming the sole differentiator of offering.

According to the benchmark mobile data pricing study, India has the lowest rate per GB at just pennies per GB, while Australia and China have seen the largest reduction in cost per GB, mainly due to increased data allowance in plans, while Singapore remains expensive. Malaysia has the highest monthly download per user, while the price per GB has halved for Malaysian users.

Broadband Subscribers – Push FTTH and Fixed Wireless

The Jendela Initiative is a Malaysian government program to build full fiber networks for homes, businesses and government buildings covering 98% of the population by the end of 2025, as well as providing 4G coverage 100% with minimum speeds of 100 Mbps.

The broadband market is currently experiencing strong growth, mainly driven by competition from TIME, Celcom, Maxis and DiGi, with Telekom Malaysia remaining the main fixed broadband incumbent.

Household growth and new investments from Maxis, TIME dotCom and YTL will drive up the number of fixed broadband subscribers.

Telecommunications tower infrastructure gets a boost from Jendela’s initiative

Malaysian telecom towers reach around 40,700 towers in 2021. The largest tower company (towerco) is edotco, the infrastructure arm of Axiata which also owns Celcom, one of Malaysia’s leading mobile network operators. edotco was born out of the original spin-off from Celcom.

The remaining towerco market share is relatively fragmented with 42% still held by mobile operators, Maxis, DiGi, Celcom, U Mobile and Telekom Malaysia. More than 16% of telecommunications towers are controlled by the 13 state-backed telecommunications infrastructure companies that control a wide band of regional coverage, leaving only 4% to independent private towers.

Mobile operators have to contend with current de facto exclusivity agreements for certain state-backed companies that control infrastructure deployment and licensing at the state level. In general, the industry structure is quite fragmented, and we expect MNO tower divestments and towerco consolidation in the future, which will improve industry economics and speed up implementation.

ThemesTelecom infrastructure / 5G / M&A / e-Commerce

Infrastructure funds, pension funds and government funds assign high valuation multiples to telecommunications infrastructure assets such as mobile towers, data centers, undersea cables and fiber infrastructure.

Investment funds assign high valuation multiples to telecommunications infrastructure assets such as mobile towers, data centers, undersea cables and fiber infrastructure. This report presents some real market examples of how investors view and value these investments with real industry examples and EV/EBITDA comparatives and benchmarks.

The editor predicts that the next wave of transactions will likely continue to be “large scale” among smaller ISPs and largely on Telekom Malaysia, Maxis, Axiata and Digi infrastructure.

In most markets, telecom operators are finding it increasingly difficult to grow the inorganic market, given the limited scope of mergers and acquisitions due to regulatory hurdles.

The arrival of 4G has moved the internet from our desktops to our palms and pockets, 5G could transform the network from something we carry around to something that takes us either virtually (augmented reality or virtual reality) or reality (autonomous vehicles), 5G outcomes and benefits beyond fast connectivity remain largely unknown in terms of business models, required investments and timing.

Key developments:

  • Celcom and Digi merger to be completed by end of 202 will create Malaysia’s largest telecom operator

  • The 5G deployment in Malaysia will be undertaken by a special purpose vehicle, Digital Nasional Berhad (DNB). A group of six mobile phone operators could potentially buy up to 70% of the capital of Digital Nasional Bhd (DNB). DNB would offer discounted rates for wholesale 5G access until the national coverage target of 80% is reached by the end of 2024

  • Malaysia’s 3G network was shut down in early 2022

Main topics covered:

1 Key statistics
1.1 Population of Malaysia
1.2 The Malaysian economy
1.3 Malaysia’s GDP

2 Impact of COVID-19

3 Global telecommunications market, 2015-2027
3.1 Market Overview
3.2 Historical Revenue of Telecommunications Market, 2015- 2021
3.3 Global Telecommunications Market Forecast, 2020-2027
3.4 Capital Expenditure of Telecommunications Market, 2015- 2027

4 Profile of telecommunications operators
4.1 Profile of Telekom Malaysia
4.2 Maxis profile
4.3 Celcom-Digi profile
4.4 DiGi profile
4.5 TIME dotCOM profile
4.6 U mobile profile

5 Mobile market
5.1 Mobile Subscriber History and Forecast, 2015-2027
5.2 Historical and Forecast Mobile Revenue, 2015-2027
5.3 Spectrum funds
5.4 Mobile download data and pricing trends
5.5 Mobile Speed ​​Tests
5.6 Internet of Things (IoT)

6 Broadband market
6.1 Fixed Broadband Subscriber History, 2015-2021
6.2 Fixed Broadband Subscriber Forecast, 2020-2027

7 Investments in fixed telecommunications infrastructure
7.1 Government Plans – HSBB and NFCP (2010-2020)
7.2 Government Plans – Jendela (2020-2025)
7.3 Submarine cables

8 Telecom Tower Infrastructure Landscape in Malaysia
8.1 Malaysia Telecom Towers Market Analysis, 2021
8.2 Malaysia Malaysia Telecom Towers Market Competitive Landscape Comparison
8.3 Malaysia Telecom Towers and Rooftops Market Forecast
8.4 edotco profile
8.5 Sacofa profile
8.6 OCK profile
8.7 State Supported TowerCos Profile
8.8 Comparison of telecommunications infrastructure

9 Themes / Opportunities
9.1 Aiming for the scale
9.2 Aiming for range
9.3 Telco’s New Operating Model
9.4 5G developments

10 Telco M&A Transaction Database

For more information about this report visit https://www.researchandmarkets.com/r/j4wwb5

CONTACT: CONTACT: ResearchAndMarkets.com Laura Wood,Senior Press Manager [email protected] For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
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