Philippines Telecoms and CATV Industry Overview for 2012 [Compatibility Mode]
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Transcript of Philippines Telecoms and CATV Industry Overview for 2012 [Compatibility Mode]
SUMMARY : INDUSTRY OVERVIEW for 2012
LUZONLUZON
VISAYASVISAYAS
MINDANAOMINDANAO
“Wireless” remains the future of the Philippine
telecom industry, with mobile phone penetration
already at 60% and growing. Telecom carriers
are now looking at wireless broadband and
wireless landline services as the next big wave.
The subscription TV industry in the Philippines also
remains a market of considerable potential.
There are also opportunities for digital multimedia
and content providers. DOOH business to grow
exponentially following worldwide market growth.”
Source :The US Commercial Service
MARKET DEMAND INDICATORS for 2012
CELLULAR PHONE CABLE TV
FIXED LINE INTERNET
# OF SS P - RATE
58 Million 61.7%
# OF SS P - RATE
2.5 Million 13.85%
(10.5%)
# OF SS P - RATE
3.6 Million 20%
# OF SS P - RATE
24 Million 25%
POP.
94 Million
Data is based
on 18 M
total number
of households
(Source: BuddeComm based on NTC and
The US Commercial Service )
TELECOM MARKET DATA for 2012
PLDT GLOBE TELECOM
SMART COMM. DIGITEL
BAYANTEL
ETPI/LBNI
Broadband Subs. Hit 1 Million mark with revenue surging at 43% to pesos 11 B
Broadband subs hit 350k w/ revenue surge to pesos 2.8 B
Reported 21M mobile wireless subs as of 2010
Bayan wireless landline projects 10-15% annual growth rate with BWL subs now at 250k BWL
Has reported to have reached the 31 Million subscribers as of 2010
Has breached the 50 M subscribers as of Q3 2011
Has 650k wireline subs
Press release Q3 2010, states that it has already a 10 M post paid subscribers
2010 has a reported 125k broadband subs.
Made revenue gains on gaming business
Continuous build-up in the provinces on broadband
Source : Businessworld Top 1000
Corp. in the Philippines
GLOBE TELECOM BAYANTEL
SMART COMM.
TELECOMS INDUSTRY
Key Highlights
� 2007 wireless coverage is 98% of the country, whilePSTN ( wireline ) is increasing from its 2006 level of 58%
� 2009, 4G technology is rolled out by new telecom playersin the industry. GSM is still the current Philippine cellularinfrastructure.
� Fiber to the Home (FTTH) is being deployed in someselected high end areas and Commercial Business District’s.
� Wifi and Wimax is available, with WiFi as the preferredtechnology
� VOIP is available and is classified as a “value added service”
� San Miguel Corp. buys several key telco companies withfinancial backing from QTEL, buys Liberty Telecoms(Meridian Broadband Co.), Bell Telecoms, and mobilecompany Extelcom. Share swap agreement with ETPI
(Cable and Wireless) ink last June 2010 in preparation for atriple play services ( voice – wired and wireless, data, video,etc)
� PLDT rolls out extensive NGN nationwide telecominfrastructure in Luzon, Visayas and Mindanao
Source :The Phil. Daily Inquirer
TELECOMS INDUSTRY
Key Highlights
� Bayantel is also eyeing expansion plans on its BWLsolution to cope up with the expansion plans of itscompetitor/s.
� A nationwide fiber backbone is due for launch on March2012 by Belltel following last months released ofadditional investment by QTEL with SMC.
� Several strategic partnership are brewing up as SMC ispartnering with SM Group’s NGCP on interconnection offiber backbone facilities.
� Belltel has already awarded to Nokia-Siemens Networkand Ericsson Phils., the roll-out plans on its cellularexpansion starting in Luzon.
� Whereas, LBNI is also due to roll-out a Metro ManilaFiber Backbone facility also by 2012. The project mightbe awarded to MG Exeo of Japan.
� Also due to take place coming from confidential sourcesis a triple play partnership between Globe Telecoms andSkycable ( either way, there might be a buy-out or apartnership taking place b y 2012 )
Source :The Phil. Daily Inquirer/
Business world
PHILLIPINESPHILLIPINES
POPULATION 93,348,993
TOTAL HOUSEHOLD 18,051,630
ACTUAL EST.
19.34%
PERCENT
MULTICHANNEL
HOMES1,630,521
SUBSCRIPTION TV 2,500,000
12.00%
13.85%
HOUSEHOLD SIZE 5.2
TOTAL HH WITH TV 13,587,674 75.3%
LUZONLUZON
VISAYASVISAYAS
MINDANAOMINDANAO
CATV MARKET DATA
Source :CASBAA, SNL Kagan, Internet World
Statistics (as of September 2010)
% P In Urban Area 1,520,000 60.80%
% P In Rural Area 980,000 39.20%
1. IN THE PHILIPPINES,
� Metro Manila has the television penetration rate
(% of population with TV sets) at 96%.
� Cavite, Laguna, Rizal and Bulacan have a combined
TV penetration rate of 93%.
� Luzon has an average TV penetration rate of 70%,
� Mindanao 63% and
� Visayas 60%.
� Metro Cebu and Metro Davao has a TV
penetration rate more than the national average of 71%.
Metro Cebu and Metro Davao has 90% TV penetration rate.
� TV penetration rate is higher in urban areas than in rural areas.
2. IN THE PHILIPPINES,
� Nearly 100% of the upper class have TV sets,
� 94% of the middle class have TV sets and
� 46% of the lower class have TV sets in the country.
(Source:Philippine Media Factbook)
NUMBER OF BROADCAST AND CATV STATIONS BY REGION
( as of Dec 2010 )
REGION AM FM TV TV RELAYTV X'
LATOR
DTU /
DBSCATV MMDS TOTAL
NCR 31 25 22 0 0 0 42 0 120
CAR 11 20 10 4 6 0 13 0 64
I 33 38 13 3 2 0 84 0 173
II 19 38 16 1 4 0 67 1 146
III 18 24 13 1 8 2 11 0 77
IV 31 76 30 4 4 1 210 0 356
V 36 68 30 3 8 0 72 0 217
VI 35 71 29 3 2 0 72 0 212
VII 27 47 21 2 6 0 67 0 170
VIII 22 30 11 7 0 0 71 0 141
IX 23 44 21 0 7 0 37 0 132
X 22 37 21 0 3 0 32 0 115
XI 34 77 31 1 0 0 18 0 161
XII 14 23 9 0 1 0 42 0 89
ARMM 9 7 5 0 0 0 1 0 22
CARAGA 18 34 15 1 5 0 34 0 107
TOTAL 383 659 297 30 56 3 873 1 2302
Source :Nat’l Telecommunications Comm.
CATV Market Data for 2012
PHILIPPINE CABLE TV
ASSOCIATION ( PCTA )
• Composed of the biggest CATV
operators in the Philippines, as
well as medium and small cable
operators
• PCTA’s member cable operators
serve 90% of the total cable
subscribers in the Philippines
• Supports the CABLE TV BILL
allowing foreigners to own up
to 30% of cable TV companies
• Composed of the biggest CATV
operators in the Philippines, as
well as medium and small cable
operators
• PCTA’s member cable operators
serve 90% of the total cable
subscribers in the Philippines
• Supports the CABLE TV BILL
allowing foreigners to own up
to 30% of cable TV companies
Source : Phil. Cable TV Association
FEDERATION OF INT’L.
CABLE TV ASSOCIATION OF
THE PHILS. ( FICAP )
• Composed of small CATV operators
located in rural areas having lower
than 3,000 subscribers
• A breakaway group of PCTA which
vigorously opposed the requirement
to make CATV licenses subject to
congressional approval.
•There was also strong objection to
opening the CATV market to any
foreign investments.
• Composed of small CATV operators
located in rural areas having lower
than 3,000 subscribers
• A breakaway group of PCTA which
vigorously opposed the requirement
to make CATV licenses subject to
congressional approval.
•There was also strong objection to
opening the CATV market to any
foreign investments.
CATV Market Data for 2012
SKYCABLE
The largest and NO. 1 CATV operator in the PHILIPPINES has more than15M CATV subscribers
Has the most extensive cable network. Has joint partnerships with 9subsidiaries and 75 provincial affiliates
Operates in key major cities nationwide like Metro Manila, Cebu City,Davao City, Laoag City, Naga City, General Santos City, etc.
Offers cable internet services via Skycable Net, and ZPDee
Owns Home Cable with around 4M subs and 550k CATV internet subslast reported last 2009
Claims to control about 70% of the CATV market
Source : Phil. Cable TV Association
According to Phil. Cable TV Association ( PCTA ), there are 20.5 Million subscribers in the Philippines
CATV Market Data for 2012
GLOBAL DESTINYGLOBAL DESTINY
COMCLARK
CABLELINKCABLELINK
ASIAN VISION
2nd largest CATV operator at500k + subs. and 250k cableinternet subs. all in MM
Competes pricewise withSkycable (already owned bySkycable)
Is expanding their FOC infra,now in QC and Cavite
The 3rd largest CATV operatorclaiming 300k subs. and 100kinternet subs.
Has 200k + CATV subs, and 50k internet subs.
Based in Clark, Pampanga. Oper in Central Luzon area/s
Expanding in MM using ETPI excess dark fibers
Source : Phil. Cable TV Association
Has almost 200k + CATV subs, and 50k internet subs.
Operates in Batangas, Zambales and
Quezon Province
CABLELINKGLOBAL DESTINY
CATV Market Data for 2012
FIL - PRODUCTS PARASAT
•6th largest CATV operator
at 100k + subscribers and
10k + cable internet
subscribers
•Operating in the Visayas
key cities and provinces
•6th largest CATV operator
at 100k + subscribers and
10k + cable internet
subscribers
•Operating in the Visayas
key cities and provinces
•The 7th largest CATV
operator claiming 100k +
subscribers and 20k
internet subs.
•Operating in key
Mindanao cities like CDO
•Is expanding operations
in the Visayas area/s
•The 7th largest CATV
operator claiming 100k +
subscribers and 20k
internet subs.
•Operating in key
Mindanao cities like CDO
•Is expanding operations
in the Visayas area/s
PLANET CABLE
•Has reported to breached
the 100k CATV subs
•Operating in Villar’s key
real property estates
•Reported 30k internet
subscribers
•Has reported to breached
the 100k CATV subs
•Operating in Villar’s key
real property estates
•Reported 30k internet
subscribers
Source : Phil. Cable TV Association
It is estimated that 9 out of 10 Phil. households has access to a TV set. The number of TV sets in the Philippines by end 2008 was estimated at 34 M for a population of 94 Million people.
CATV Industry
Key Highlights
� Entry of New players on Direct To Home (DTH )
satellite TV service/s, CIGNAL MEDIASCAPE and GSAT
last March and June 2009, respectively.
� CIGNAL - Owned by Mediascape, a wholly owned
subsidiary of the MediaQuest Holdings Inc., under the
PLDT Beneficial Trust Fund
� GSAT - A Samoa based company who
partnered with Solar Films program provider, and
several major CATV operators like Global Destiny,
Parasat, Cable Star, etc
� Amended the 100% Filipino ownership agreement by
endorsing a CATV Bill allowing foreigners to own up
to 30% of CATV companies.
� 2009, Villar Group buys several major CATV operators
and forms new CATV operator Planet Cable
Source :The Phil. Daily Inquirer
DTH Market Data for 2012
DREAM SATELLITE
The only DTH operator until after 2008 when Cignal and GSAT establish competition
Is still the largest DTH operator at more than 200k+ subscribers
Negotiations for buy-out by PLDT still on-going since 2009
Is also being eyed by Ayala Corp looking at the large potential subs market demand
CIGNAL MEDIASCAPE
Reported increase subs base breaching 100k subs especially in MM areas and key Luzon cities
Is expanding operations in Visayas and Mindanao area/s
Selling thru accredited partner-resellers and installers
Has financial support from PLDT Beneficial Fund
Source : Phil. Cable TV Association
DTH Market Data for 2012
GSAT DTH
Began operations June 2009, is the lowest DTH operator promoting services in provincial area/s beyond the reach of CABLE TV.
Eyeing potential management consolidation in the Philippines
Offering local PCTA and FICAP CATV member operators as partner-resellers
Source : Phil. Cable TV Association
The Cable and Satellite Broadcasting Association of Asia (CASBAA) reports of “widespread resale of pirate signals”, sapping the vitality of the legitimate CATV industry and handicapping potential competition from new transmission means such as DTH and IPTV
services
COAXIAL CABLE STATUS UPDATE
FOR PCT CABLE ( MOCSY7 )
As Of August 2011
ITEM DESCRIPTION SKYCABLE GLOBAL CABLELINK ASIAN PILIPINO CIGNAL GSAT PCTA FICAP
NO. DESTINY VISION (Sky Prov.) DTH DTH (Majority) (Majority)1 RG-6, 60% BRAID
non - messengered X X X - X X X X X
messengered X X X - X - - X X
tri-shield, non-messengered - - - X X - - X -
tri-shield, messengered - - - X X - - X -
2 RG-6, 90% BRAID
non - messengered X - - - - - - - -
messengered X - X - - - - - -
tri-shield, non-messengered - - - - X - - X -
tri-shield, messengered - - - - X - - X -
3 RG-500 - - - X - - - X X
4 RG-565 X X X - X - - X X
- -
5 RG-625 - X - - - - - - -
6 RG-840 X - - - X - - - -
7 RG-11 - - - - - - - X X
8 FOC, 9/125 um, SM, w/ jelly
with armoring, 2 ripcords
non-messengered - - - - - - - - -
messengered X X X X X X X X X
9 TYPE-APPROVAL STATUS PASSED PASSED PASSED PASSED PASSED PASSED PASSED PASSED PASSED