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BMI View: Switzerland 's high income status and demand from local consumers for the latest technologies has made it one of the highest value per capita telecoms markets in Western Europe and globally. This has driven investment by operators in infrastructure, with the incumbent Swisscom investing in fibre, while it also launched LTE in 2012. Similarly, i ts competitors have been investing in LTE, with all three mobile network operators offering commercial services since June 2013. The outlook is relatively bright for the wireless and wireline markets, despite the squeeze from market saturation and threats to traditional revenues from IP alternatives. One downside is that in the mobile market ARPU declined sharply , as price competition has intensified in a market with already high penetration.
Our forecasts for the mobile, fixed-line and broadband markets in Switzerland were extended to 2018 in the Q2 2014 update.
In Q313 the integration of Lebara Mobile subscriptions by Sunrise resulted in a boost to its market share, which rose 2.8pps q-o-q to 23.7%.
The OECD released data for dedicated mobile subscription penetration at the end of 2012, showing growth was slightly below our forecast. We believe this is likely the result of customers deferring subscriptions as they wait for LTE services to become more widely available.