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Germany - Telecoms, IP Networks, Digital Media and Forecasts
Market Briefing
Published: August 2011
Pages: 173
Tables: 223
From: GBP 609.00 Buy Now!
Research from: Paul Budde Communication Pty Ltd.
Sector: Broadband & Fixed
Publication Overview
This report provides a comprehensive overview of trends and developments in the German telecommunications market. The report analyses the mobile, Internet, broadband, digital TV and converging media sectors. Subjects include:
- Market and industry analyses, trends and developments;
- Facts, figures and statistics;
- Industry and regulatory issues;
- Infrastructure;
- Major players, revenues, subscribers, ARPU, MoU;
- Internet, VoIP, IPTV;
- Mobile voice and data markets;
- Broadband (FttH, DSL, cable TV, wireless);
- Convergence and digital media;
- 3G subscriber and mobile ARPU forecasts to 2015;
- Broadband market forecasts for selective years to 2020.
Key developments:
Spectrum auctions release sub-GHz band for mobile broadband; mobile subscriber growth propping up revenue during economic slowdown; higher ARPU contract plans now making up majority of subscriber base; MTRs set to end-2012; substitution of voice and SMS by mobile apps expected to be problematic for MNOs from 2012, DT and FT agree on multi-million euro procurement and network JV; EU compels DT to provide access to VDSL network; DT reports 26.7% fall in net profit in Q2 2011; DT pursues new fibre-based strategy; regulator approves LLU access charges to mid-2013; German NGA Forum adopts framework policy on the interoperability of broadband networks; KDG extends 100Mb/s DOCSIS 3.0 network to 6.9 million homes; Kabel BW to complete 200 fibre projects by end-2011; Telekom Deutschland deploys LTE in the 1.9GHz band; Vodafone extends LTE to metropolitan areas; m-commerce gaining traction; demise of mobile TV; Kabel BW sold to Liberty Global; KDG launches VoD service; digital TV penetration reaches 50% of all homes; Vodafone relaunches multiplatform IPTV service; VATM market data for 2010; operator data to June 2011.
Companies covered in this report include:
Deutsche Telekom, Vodafone, E-Plus, Freenet, CallMobile, O2, United Internet, Tiscali, Freenet, Telefónica, QSC, Kabel BW, Kabel Deutschland, Unitymedia, PrimaCom, The Cloud, Energie Baden-Wurttemberg, BT Global Services, Tele2, ARD, ZDF, RTL Group, Sky Deutschland.
Telecom market investment recovers despite continuing slide in revenue
Germany’s telecom sector is supported by one of the largest and more affluent populations in Europe. Nevertheless, the sector has been affected by the poor economic climate since mid-2008: the government has stepped in with a €50 billion economic stimulus package which included €17.3 billion of investment in infrastructure, of which a proportion is dedicated to telecom network upgrades. More than half of telecoms investment since the market was fully liberalised in 1998 has been undertaken by new entrants, which have steadily increased their expenditure since 2004. Investment by operators was stymied in 2009 as a result of liquidity problems, yet recovery in 2010 looks to continue during the next two years at least as operators upgrade mobile networks for LTE and HSPA+ technologies and further roll out FttH.
Despite these positive trends, market turnover has fallen steadily since 2005, reaching about €61 billion in 2010 as operators feel the effects of lower prices in fixed and mobile telephony as well as a number of regulatory measures designed to reduce costs for end users and encourage market competition. Revenue for 2011-2013 is expected to be affected by these influences, but operators should subsequently expect an improving landscape as upgraded networks enable customers to take advantage of a greater range of bundled offer and higher ARPU mobile data services.
The market share of fixed-line telephony continues to fall as consumers migrate to mobile-only options, DSL-based VoIP or cable telephony. The government’s broadband strategy is focussed on providing universal access, with data rates of 50Mb/s available to 75% of households by 2014. Growth in the broadband market has also slowed – from about 30% in 2007 to 6% in 2011 – although the penetration rate remains below benchmark countries such as the Netherlands. In the cable sector, operators have upgraded networks to provide a realistic alternative to the dominance of the incumbent Deutsche Telekom, while ongoing market consolidation has resulted in a small number of players able to take advantage of scale and geographic reach to expedite DOCSIS 3.0 rollouts and so offer services of at least 100Mb/s across their footprint.
In the mobile market the four mobile network operators are supplemented by a number of resellers and MVNOs. The share of mobile data of the total mobile revenue is now around a third of all mobile revenue, largely the result of increased mobile data use compounded by falling mobile voice prices and lower contract tariffs.
In the TV market end users mainly rely on cable or satellite to receive signals. Digital homes include digital cable (DVB-C), DTTV (DVB-T), digital satellite DTH (DVB-S/S2) and IPTV. The number of digital homes reached 17.7 million by mid-2011, or about 50% of all homes. Terrestrial reception stands at around two million homes, while cable has 18.2 million and IPTV about 0.9 million. DTTV has grown quickly, with more than 90% of the population able to receive signals.