Japan's Telecom Sector: A New Era of Connectivity with 5G and Satellite Internet [2023-2030]

NEWS PROVIDED BY
Idem Est Research & Advisory
30 November 2023, 16:00 AEST
Japan Telecom Industry Market Report forecasts 300m mobile and fixed broadband subscribers by 2030
FOR IMMEDIATE RELEASE
Key Highlights from the Japan Telecoms Industry Report:
Tokyo, Japan - In its latest comprehensive analysis, Idem Est Research projects a resilient and dynamic growth for Japan's telecommunications industry from 2023 to 2030. The report delves deep into two pivotal areas shaping the future of connectivity in Japan: the burgeoning satellite internet sector and the rapidly evolving mobile market.
Satellite Internet - Expanding Japan's Digital Horizon
In the satellite internet domain, Japan is making remarkable strides. The Asia-Pacific region, including Japan, has witnessed a transformative growth in satellite broadband connectivity, driven by technological innovations and an increasing demand for robust internet access in diverse geographical landscapes.
By 2030, satellite broadband subscribers in Japan are expected to reach a significant milestone, with the market projected to grow at an average annual rate of 102%. This growth is largely attributed to the deployment of Low Earth Orbit (LEO) constellations, such as Starlink Project Kuiper and OneWeb. These advancements offer a lifeline of connectivity to regions where traditional terrestrial networks are limited or unavailable, marking a new era in digital inclusivity and global reach.
Mobile Market - Steering Towards a Connected Future
"The mobile sector in Japan is set to undergo substantial growth, despite facing economic and competitive pressures. Idem Est Research forecasts mobile subscriptions to grow at an annual average rate of 2.5% from 2023 to 2030", said the report's author, Landry Fevre.
The expansion of the 5G network, which kicked off in 2020, is a key driver of this growth. Despite a late start compared to its Asian counterparts, Japan has rapidly scaled up its 5G infrastructure, with coverage expected to reach 90% by 2022. The entry of Rakuten in 2020 as the fourth major mobile operator has added a new dimension to the competitive landscape, further fuelling the sector's evolution.
Navigating the Future
"Satellite Internet and Mobile Market - highlight the multifaceted growth of Japan's telecommunications sector. The nation is not only expanding its digital footprint through advanced satellite broadband solutions but also strengthening its position in the mobile industry with significant 5G advancements. Japan's commitment to embracing new technologies and expanding its digital infrastructure sets a benchmark for connectivity and innovation in the global telecommunications landscape, added, Landry Fevre, Idem Est Research director.
For a detailed analysis and more information, please refer to the full report by Idem Est Research, available at www.idemest.com/research.
A new report by Idem Est Research forecasts steady growth for Japan's telecommunications market over the next decade, despite ongoing political and economic challenges.

KEY COMPANIES MENTIONED IN THIS AUSTRALIA TELECOMS INDUSTRY REPORT:
Arteria Networks, e-Mobile, Internet Initiative Japan, JCom, JTower, KDDI, NTT, NTT Docomo, NTT Data, Rakuten, Sony-Net, Softbank, Starlink

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

Japan Telecoms Industry Report - Table of Contents

1 Key Statistics
1.1 Japan Population
1.2 Japan's Economy
1.3 Japan's GDP

2 Overall Telecommunications Market, 2016-2030
2.1 Market Overview
2.2 Japan's Race to Lead in 5G and Beyond
2.3 Historical Telecommunications Market Revenue, 2016-2022
2.4 Overall Telecommunications Market Forecast, 2022-2030
2.5 Telecommunications Market Capital Expenditure, 2016-2030
2.5.1 Historical Telecommunications Capex Spend, 2016-2022
2.5.2 Capex to Revenue Country Benchmark
2.5.3 Capex to GDP Benchmark
2.5.4 Telecommunications Capex Spend Forecast, 2022-2030

3 Telecommunications Operators Profile
3.1 NTT Profile
3.1.1 NTT Revenue, EBITDA and Capex Mix
3.1.2 NTT Subsidiaries Revenue Breakdown
3.1.3 NTT Docomo Revenue and EBITDA Mix
3.2 KDDI Profile
3.2.1 KDDI Revenue, EBITDA and Capex Mix
3.3 Softbank Profile
3.3.1 Softbank Corporation Revenue, EBITDA and Capex Mix
3.4 Rakuten Mobile Profile
3.4.1 Rakuten Mobile
3.4.2 Rakuten Revenue, EBITDA and Capex Mix
3.4.3 Rakuten Symphony
3.4.4 Rakuten Embraces Operator-as-a-Service Model
3.5 Other Companies Profiles
3.5.1 Internet Initiative Japan
3.5.2 Sony Network Communications Inc (So-Net)
3.5.3 Arteria Networks

4 Mobile Market
4.1 Mobile Subscribers Historical and Forecast, 2016-2030
4.1.1 Mobile Subscribers Historical, 2016-2023
4.1.2 Mobile Subscribers Market Share, 2016-2023
4.1.3 Japan Smartphone Share, 2023
4.1.4 Japan Mobile Subscribers Forecast, 2022-2030
4.1.5 Japan Mobile Subscribers by Generation (3G, 4G & 6G) Forecast, 2022-2030
4.2 Mobile Revenue Historical and Forecast, 2016-2030
4.2.1 Historical Japan Mobile Service Revenue, 2016-2022
4.2.2 Mobile Service Revenue Forecast, 2022-2030
4.2.3 Mobile Subscribers ARPU, 2016-2022
4.3 Spectrum Holdings
4.3.1 Spectrum Pricing and Regulation
4.3.2 5G Development and Launches
4.3.3 Mobile Frequencies Portfolios Analysis
4.3.1 Spectrum Depth Benchmark by Country
4.4 Mobile Download Data and Pricing Trends
4.5 Mobile Speed Tests
4.5.1 Ookla Mobile Speed Tests
4.6 Internet of Things (IoT)

5 Broadband Market
5.1 Fixed Broadband Subscribers Historical, 2016-2023
5.2 Fixed Broadband Subscribers Forecast, 2022-2030

6 Satellite Internet Connectivity
6.1 Comparing LEO, MEO, and GEO Satellite Orbits
6.1.1 LEO and GEO Satellite Comparison
6.2 Satellite Broadband Providers Operators, 2023
6.3 5G NTN: The Next Generation of Satellite Connectivity
6.3.1 5G NTN Overview
6.3.2 The Rationale Behind 5G NTN
6.3.3 Technical Aspects of 5G NTN
6.3.4 Potential Applications for 5G NTN
6.3.5 Challenges in Implementation
6.3.6 5G NTN Satellite Providers
6.4 Satellite Internet Market Analysis, 2022-2030
6.4.1 Market Landscape of Satellite Broadband Subscribers, 2022
6.5 Japan Satellite Broadband Subscribers Forecast, 2022-2030

7 Fixed Telecommunications Infrastructure Investments
7.1 Fixed Digital Infrastructure
7.1.1 Government Plans
7.1.2 Submarine Cables

8 Japan Telecom Towers Infrastructure Landscape
8.1 Japan Telecom Towers Market Analysis, 2022
8.1.1 JTOWER Profile
8.1.2 Tower Density Benchmark
8.2 Telco Infrastructure Comparative

9 Thematics / Opportunities
9.1 Consolidation Opportunities
9.2 Diversification Opportunities
9.2.1 e-Commerce
9.2.2 Content and IPTV
9.3 New Telecoms Operating Model
9.3.1 The Attraction of Infrastructure Multiples
9.4 5G Developments
9.4.1 5G Overview
9.4.2 5G - Relative Capex Investments and Frequency Range
9.4.3 5G OpenRAN
9.4.4 Beyond 5G and Towards 6G

10 Telco M&A Transaction Database

11 Methodology

12 Copyright Notice

Japan Telecoms Industry Report - List of Figures

Figure 1 - Telco sector revenue as % of GDP in Japan
Figure 2 -Revenue Profile Historical Mix (JPY bn), 2016 - 2022
Figure 3 - Telecommunications Market Revenue Pool, 2022
Figure 4 - Telecommunications Market EBITDA Pool, 2022
Figure 5 - Telecommunications Revenue & EBITDA Share Estimates, 2022
Figure 6 - Total Telecoms Market Revenue and Growth Rate (JPY bn), 2022-2030
Figure 7 - Capex to Revenue Benchmark, 2016-2022
Figure 8 - Capex to GDP Ratio Benchmark, 2016-2022
Figure 9 - Telecommunications Capital Expenditure Spend, 2000-2030
Figure 10 - NTT Service Revenue Mix, 2016-2022
Figure 11 - NTT Historical Revenue Mix, 2016 - 2022 (JPY bn)
Figure 12 - NTT Service Revenue Mix, 2016-2022
Figure 13 - KDDI Revenue Mix, 2016-2022
Figure 14 - KDDI Historical Revenue Mix, 2016 - 2022 (JPY m)
Figure 15 - Softbank Service Revenue Mix, 2017-2022
Figure 16 - Softbank Historical Revenue Mix, 2017 - 2022 (JPY bn)
Figure 17 - Mobile Subscribers Share Comparison, 2016-2023
Figure 18 - Mobile Subscriber Share Comparison, 2016-2023
Figure 19 - Mobile Net Adds (000's) Comparison, 2016-2023
Figure 20 - Mobile Subscribers Forecast, 2016-2030
Figure 21 - Japan Mobile Subscribers by Generation (3G, 4G, 5G & 6G) Forecast, 2022-2030
Figure 22 - Mobile Service Revenue Forecast (JPY bn), 2022-2030
Figure 23 - Mobile Subscribers ARPU (JPY), 2016-2030
Figure 24 - Mobile Frequencies by Operators and by Band (MHz)
Figure 25 - Subscriptions per MHz of Spectrum, Select Asia-Pacific Countries, 2022
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 - Asia Pacific Data Pricing Benchmark, 2022
Figure 29 - Spectrum Available and IoT Landscape in Japan
Figure 30 - Broadband Subscribers Share Comparison, 2016-2023
Figure 31 - Japan Broadband Net-Adds (000's) by Operators, 2016-2023
Figure 32 - Broadband Subscribers Forecast, 2022-2030
Figure 33 - Satellite Deployments Type
Figure 34 -Starlink and OneWeb Satellite Launches per Month (Data until Sep-23)
Figure 35 - Asia Pacific Satellite Broadband Subscribers Forecast, 2022-2030
Figure 36 - Japan Telecom Towers Market Share, 2022
Figure 37 - Subscribers per Tower, 2022
Figure 38 - Telecoms Providers EV/EBITDA Ranges
Figure 39 - 5G Network Slices Structure
Figure 40 - Effect of Frequency on Range
Figure 41 - 5G Capacity and Coverage Layers
Figure 42 - Relative Capex Required for 5G Network Infrastructure Investment
Figure 43 - Telecom Infra Project - OpenRAN Vision

Japan Telecoms Industry Report - List of Tables

Table 1 - Japan - 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 - Total Telecommunications Capex Investments Forecast, 2022-2030
Table 6 - Historical NTT Revenue, EBITDA and Capex, 2016-2022
Table 7 - Historical NTT Segments Revenue, 2016-2022
Table 8 - Historical NTT Docomo Revenue, EBITDA and Capex, 2016-2022
Table 9 - Historical KDDI Revenue, EBITDA and Capex Mix, 2016-2022
Table 10 - Historical Softbank Revenue, EBITDA and Capex Mix, 2016-2022
Table 11 - Historical Rakuten Revenue and EBITDA Mix, 2018-2022
Table 12 - Historical Mobile Subscribers, 2016-2023
Table 13 - Japan Mobile Subscribers Forecast, 2022-2030
Table 14 - Japan Mobile Subscribers by Generation (3G, 4G, 5G & 6G) Forecast, 2022-2030
Table 15 - Historical Mobile Service Revenue, 2016-2022
Table 16 - Mobile Service Revenue Forecast, 2022-2030
Table 17 - Historical Mobile Market Blended Mobile ARPU, 2016-2022
Table 18 - Spectrum Holdings by Operators and by Bands (MHz)
Table 19 - Historical Broadband Subscribers, 2016-2023
Table 20 - Historical Broadband Monthly ARPU, 2016-2022
Table 21 - Japan Broadband Subscribers Forecast, 2022-2030
Table 22 - Satellite Orbit Altitudes
Table 23 - LEO and GEO Satellite Comparison
Table 24 - Satellite Broadband Subscribers Operators, 2023
Table 25 - 5G NTN and Satellite Providers, 2023
Table 26 - Asia Pacific Satellite Broadband Subscribers Forecast, 2022-2030
Table 27 - International Submarine Cable Systems with Landing Stations in Japan
Table 28 - NTT, KDDI, Softbank, JTower Infrastructure Landscape
Table 29 - Technology Specifications (ADSL, FTTN, Fibre, 4G/LTE, 4G/LTE-A and 5G)
Table 30 - Telco Transaction Database, 2006-2023

Landry Fevre
Idem Est Research
Woonona Road
Northbridge NSW 2063
Australia
landry@idemest.com

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

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