Idem Est Research Unveils Insights on the Flourishing Philippines Telecom Market

NEWS PROVIDED BY
Idem Est Research & Advisory
16 May 2023, 16:00 AEST
Philippines Telecom Industry Market Report forecasts 200m mobile and fixed broadband subscribers by 2030
FOR IMMEDIATE RELEASE
Idem Est research Unveils Insights on the Flourishing Philippines Telecom Market
Sydney, 16 May 2023 - Idem Est Research, a leading provider of TMT market intelligence and advisory, today announces its in-depth analysis of the dynamic and burgeoning telecommunications market in the Philippines. This report aims to shed light on the rapid growth, emerging trends, and future prospects of the telecom industry in the country.
With a population of over 110 million people and a steady rise in smartphone penetration, the Philippines is catching up to its ASEAN neighbours and has become a hotbed for telecom development. Idem Est's research reveals that the market has experienced significant expansion in recent years, driven by increased demand for data services, improved mobile and fixed infrastructure, and favourable government policies.
Key findings from Idem Est Research's analysis include:
1. Rapid Growth: The Philippines telecom market has experienced remarkable growth, with an average annual increase in revenue of over 4.7% in the past five years. This growth is expected to continue as more rural areas gain access to reliable and affordable mobile services.
2. Data Dominance: The increasing popularity of social media platforms, online gaming, and streaming services has fuelled the demand for data services in the country. Idem Est Research recorded over 175m mobile and fixed broadband subscribers.
3. Infrastructure: Idem Est research indicates that the Philippines telecom operators are investing heavily in both fibre and tower infrastructure, lifting the country into the top half rankings in terms of speed, coverage and capacity. Tower sell-off from Globe and Smart have attracted top infrastructure funds all vying for a share of the opportunity and investing over USD4 billion in just 2 years.
4. Government Support: The Philippine government has implemented various initiatives to foster the growth of the telecom sector, including the Free Public Wi-Fi Project, the common tower policy, and streamlined regulations for tower permits. These measures have facilitated infrastructure development, encouraged investment, and improved connectivity in underserved areas.
5. Future Prospects: Idem Est Research's analysis forecasts a positive outlook for the Philippines telecom market despite a tapering Capex cycle. Telecom operators are now focusing on lower income households for fixed broadband, higher data usage on mobile with cost per GB now line with neighbours at about USD0.2 per GB. Factors such as the government's commitment to digital transformation are expected to drive further growth. Additionally, advancements in 5G technology, increased focus on cybersecurity, and the integration of artificial intelligence are anticipated to shape the industry's future landscape.
"Idem Est Research forecasts that mobile subscribers will reach 186 million by 2030 while the fixed broadband market continues to grow. "The telecommunications industry is expected to maintain revenue growth momentum, with an average growth rate of 3.5% from 2023 to 2030", says Landry Fevre, Idem Est Research & Advisory's Director
Idem Est Research and Advisory's report on the Philippines telecom market serves as a valuable resource for industry stakeholders, investors, and policymakers looking to gain a comprehensive understanding of the sector. The analysis highlights the immense potential and opportunities for both local and international players to contribute to the development and innovation of the telecom industry in the Philippines.

KEY COMPANIES MENTIONED IN THIS AUSTRALIA TELECOMS INDUSTRY REPORT:
ABS-CBN, Unity Digital Infrastructure, ALT Global Solutions Inc., American Tower, Bayantel, Chelsea Logistics and Infrastructure Holdings Corp., Converge ICT, DITO Telecommunity, edotco, Edgepoint, Frontier Tower Associates, Globe Telecom, Miescor, Mislatel, Now Corp, Phil Tower, PLDT, Radius Telecom, Royal Cable, Sky Cable, Sky Broadband, Udenna

Download the full report: https://idemest.com/reports/philippines-telecoms-report-mobile-broadband-market-industry-analysis/

Table of Contents
1 Key Statistics
1.1 Philippines Population
1.2 Philippines' Economy
1.3 Philippines' GDP
2 Overall Telecommunications Market, 2016-2030
2.1 Market Overview
2.2 Historical Telecommunications Market Revenue, 2016-2022
2.3 Overall Telecommunications Market Forecast, 2022-2030
2.4 Telecommunications Market Capital Expenditure, 2016-2030
2.4.1 Historical Telecommunications Capex Spend, 2016-2022
2.4.2 Capex to Revenue Benchmark
2.4.3 Capex to GDP Benchmark
2.4.4 Telecommunications Capex Spend Forecast, 2022-2030
3 Telecommunications Operators Profile
3.1 PLDT Profile
3.1.1 PLDT Revenue and EBITDA Mix
3.2 Globe Telecom Profile
3.2.1 Globe Revenue and EBITDA Mix
3.3 Dito Telecommunity
3.3.1 DITO Revenue, EBITDA and Capex Spend Profile, 2019-2022
3.4 Converge ICT
3.5 Other Players Profile
3.5.1 ABS-CBN
3.5.2 Other Cable Operators
4 Mobile market
4.1 Mobile Subscribers Historical and Forecast, 2016-2030
4.1.1 Mobile Subscribers Historical, 2016-2022
4.1.2 Mobile Subscribers Market Share, 2016-2022
4.1.3 Breaking the Duopoly
4.1.4 Philippines Smartphone Share, 2023
4.1.5 Philippines Mobile Subscribers Forecast, 2022-2030
4.1.6 Philippines Mobile Subscribers by Generation Forecast, 2022-2030
4.2 Mobile Revenue Historical and Forecast, 2016-2030
4.2.1 Historical Mobile Revenue, 2016-2022
4.2.2 Mobile Revenue Forecast, 2022-2030
4.2.3 Mobile Subscribers ARPU, 2016-2022
4.3 Mobile Number Portability on its way
4.4 Spectrum Holdings
4.4.1 Existing Spectrum Holdings and 5G launches
4.4.2 Upcoming 5G Auctions
4.4.3 Mobile Frequencies Portfolios Analysis
4.4.1 Spectrum Depth Benchmark by Country
4.5 Mobile Download Data and Pricing Trends
4.6 Mobile Speed Tests
4.6.1 Ookla Mobile Speed Tests
4.6.2 OpenSignal
4.7 Internet of Things (IoT)
5 Broadband Market
5.1 Fixed Broadband Subscribers Historical, 2016-2022
5.2 Fixed Broadband Subscribers Forecast, 2022-2030
6 Fixed Telecommunications Infrastructure Investments
6.1 Fixed Digital Infrastructure
6.1.1 National Broadband Network Plans
6.1.2 Submarine Cables
6.1.3 FTTH - a long way to go
7 Philippines Telecom Towers Infrastructure Landscape
7.1 Philippines Telecom Towers Market Analysis, 2022
7.1.1 Philippines Telecom Tower Market Overview
7.1.2 Philippines Telecom Towers Background
7.2 Philippines Tower Market Competitive Landscape Comparison
7.2.1 Philippines Tower Market Competitive Landscape Comparison
7.3 Philippines Telecom Towers Market Forecast
7.3.1 Philippines Telecom Towers Forecast, 2022-2030
7.3.2 Regulatory Considerations
8 Thematics / Opportunities
8.1 Consolidation Opportunities
8.2 Diversification Opportunities
8.3 New Telecoms Operating Model
8.3.1 The Attraction of Infrastructure Multiples
8.4 5G Developments
8.4.1 5G Overview
8.4.2 5G - Relative Capex Investments and Frequency Range
8.4.3 5G OpenRAN
8.4.4 Beyond 5G and Towards 6G
9 Telco Transaction Database
10 Methodology
11 Copyright Notice

Figure 1 - Telco sector revenue as % of GDP in the Philippines
Figure 2 -Revenue Profile Historical Mix (PHP m), 2016 - 2022
Figure 3 -EBITDA Profile Historical Mix (PHP m), 2016 - 2022
Figure 4 - Telecommunications Market Revenue, 2022
Figure 5 - Telecommunications Market EBITDA, 2022
Figure 6 - Telecommunications Revenue & EBITDA Share, 2022
Figure 7 - Total Telecoms Market Revenue and Growth Rate (PHP bn), 2022-2030
Figure 8 - Capex to Revenue Benchmark, 2016-2022
Figure 9 - Capex to GDP Ratio Benchmark, 2016-2022
Figure 10 - Telecommunications Capital & Operational Expenditure Spend, 2000-2030
Figure 11 - PLDT Service Revenue Mix, 2016-2022
Figure 12 - PLDT Historical Revenue Mix, 2016 - 2022 (PHP m)
Figure 13 - Globe Revenue Mix, 2016-2022
Figure 14 - Globe Historical Revenue Mix (PHP m), 2016 - 2022
Figure 15 - DITO Expected Capex Spend Distribution, 2019-2023
Figure 16 - Converge ICT Revenue Mix, 2016-2022
Figure 17 - Converge ICT Historical Revenue Mix (PHP m), 2016 - 2022
Figure 18 - Mobile Subscribers Share Comparison, 2016-2022
Figure 19 - Philippines Mobile Subscriber Share Comparison, 2016-2022
Figure 20 - Mobile Net Adds (000's) Comparison, 2016-2023
Figure 21 - Mobile Subscribers Forecast, 2022-2030
Figure 22 - Mobile Subscribers by Generation Forecast, 2022-2030
Figure 23 - Mobile Revenue Forecast, 2022-2030
Figure 24 - Mobile Subscribers ARPU, 2016-2022
Figure 25 - Subscriptions per MHz of Spectrum, Select Asia-Pacific Countries, 2023
Figure 26 - Mobile Handsets Monthly Download Data, 2017-2022
Figure 27 - Data Pricing Trends in Asia-Pacific (US$ per GB per month), 2017-2022
Figure 28 - Spectrum available for IoT in the Philippines
Figure 29 - Broadband Subscribers Share Comparison, 2016-2022
Figure 30 - Philippines Net-Adds (000's) by Operators, 2016-2022
Figure 31 - Broadband Subscribers Forecast, 2022-2030
Figure 32 - Philippines Tower Market Share, 2022
Figure 33 - Philippines Telecom Towers Forecast, 2022-2030
Figure 34 - Telecoms Providers EV/EBITDA Ranges
Figure 35 - 5G Network Slices Structure
Figure 36 - Effect of Frequency on Range
Figure 37 - 5G Capacity and Coverage Layers
Figure 38 - Relative Capex Required for 5G Network Infrastructure Investment
Figure 39 - Telecom Infra Project - OpenRAN Vision

Table 1 - Philippines - Key Statistics
Table 2 - Telecommunications Market Revenue by Operators, 2016-2022
Table 3 - Total Telecommunications Market Revenue, 2022-2030
Table 4 - Historical Telecommunications Capex Spend, 2016-2022
Table 5 - Historical PLDT Service Revenue, EBITDA & Capex, 2016-2022
Table 6 - Globe Service Revenue and EBITDA Mix, 2016-2022
Table 7 - DITO Telecommunity Revenue, EBITDA and Capex Investment Profile, 2019-2022
Table 8 - Initial DITO Telecommunity Capex Investment Plan, 2019-2025
Table 9 - Converge ICT Service Revenue, EBITDA and Capex Mix, 2016-2022
Table 10 - Historical Mobile Subscribers, 2016-2023
Table 11 - Philippines Mobile Subscribers Forecast, 2022-2030
Table 12 - Philippines Mobile Subscribers by Generation (3G, 4G, 5G & 6G) Forecast, 2022-2030
Table 13 - Historical Mobile Service Revenue, 2016-2022
Table 14 - Mobile Service Revenue Forecast, 2022-2030
Table 15 - Historical Mobile ARPU, 2016-2022
Table 16 - Spectrum Holdings by Operators and by Bands (MHz)
Table 17 - Mobile Frequencies by Operators and by Band (Mhz)
Table 18 - Historical Broadband Subscribers, 2016-2022
Table 19 - Historical Broadband ARPU, 2016-2022
Table 20 - Philippines Broadband Subscribers Forecast, 2022-2030
Table 21 - International Submarine Cable Systems with Landing stations in the Philippines
Table 22 - Philippines Telecom Tower Market Analysis, 2022
Table 23 - Philippines Tower Transaction Database, 2022-2023
Table 24 - Philippines Registered Independent Telecom Towercos, 2022
Table 25 - Philippines Tenant Indicative Tower Leasing Monthly Fees
Table 26 - Philippines Tower Market Competitive Landscape Comparison, 2023
Table 27 - Philippines Telecom Towers, Revenue, Mobile Subscribers, Penetration & ARPU Forecast, 2020-2027
Table 28 - Technology Specifications (ADSL, FTTN, Fibre, 4G/LTE, 4G/LTE-A and 5G)
Table 29 - Telco Transaction Database, 2001-2023

Contact Information:
For media inquiries, please contact:
Landry Fevre
landry@idemest.com
SOURCE: Idem Est Research & Advisory

Landry Fevre
Woonona Road
Northbridge NSW 2063
Australia
+61 414614100

About Idem Est Research Advisory
Idem Est Research and Advisory is a boutique telecommunications and digital infrastructure market research and advisory. Idem Est Research provides leading telecoms research helping our clients stay updated on the latest telecoms sector and digital infrastructure developments. The reports provide analyses of mobile and broadband markets, capital expenditure, forecasts, key telecom trends and thematic such as 5G and telecoms digital infrastructure, as well as other statistics of the telco industry.
Our independent approach allows us to place the trends and drivers fully into context and analyse the industry from different, unbiased perspectives. Alongside the facts and figures, Idem Est Research draws on three decades of experience to provide incisive commentary and analysis. This brings visibility to the business drivers, challenges, decision-making and future direction of the telecoms sector.
To learn more, visit www.idemest.com.

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