Thailand's Telecom Market end of 2015 ★

Presentation by Yozzo Co.,Ltd.  www.yozzo.com  March 2016 V 1.0

Presentation by Yozzo Co.,Ltd.  www.yozzo.com  March 2016
www.yozzo.com
BANGKOK










Source: Official Statistics Registration Systems | National Statistical Office
www.yozzo.com

• www.yozzo.com
4.572.786
3.989.549
3.470.286
4.705.185 4.929.847 4.758.330 4.916.409
5.332.858
10.942.733
9.246.878
10.258.082
0
2.000.000
4.000.000
6.000.000
8.000.000
10.000.000
12.000.000
MALES 2,338,087 2,041,095 1,768,771 2,380,822 2,478,721 2,391,411 2,448,177 2,617,025 5,295,051 4,407,640 4,622,045
FEMALES 2,234,699 1,948,454 1,701,515 2,324,363 2,451,126 2,366,919 2,468,232 2,715,833 5,647,682 4,839,238 5,636,037
4,572,786 3,989,549 3,470,286 4,705,185 4,929,847 4,758,330 4,916,409 5,332,858 10,942,733 9,246,878 10,258,082
www.yozzo.com
PEOPLE

• www.yozzo.com
2.338.087
2.041.095
1.768.771
2.380.822
2.478.721
2.391.411
2.448.177
2.617.025
5.295.051
4.407.640
4.622.045
01.000.0002.000.0003.000.0004.000.0005.000.0006.000.000
2.234.699
1.948.454
1.701.515
2.324.363
2.451.126
2.366.919
2.468.232
2.715.833
5.647.682
4.839.238
5.626.037
0 1.000.000 2.000.000 3.000.000 4.000.000 5.000.000 6.000.000
AGE 0-5
AGE 6-10
AGE 11-14
AGE 15-19
AGE 20-24
AGE 25-29
AGE 30-34
AGE 35-39
AGE 40-49
AGE 50-59
AGE 60+
www.yozzo.com

www.yozzo.com
BANGKOK ❶ 8,597,808
NAKHON RATCHASIMA ❷ 2,625,500
UBON RATCHATHANI ❸ 1,849,969
KHON KAEN ❹ 1,795,386
CHIANGMAI ❺ 1,599,679
BURIRAM ❻ 1,583,148
UDON THANI ❼ 1,570,407
NAKHON SI THAMMARAT ❽ 1,550,298
SISAKET ❾ 1,467,779
CHONBURI ❿ 1,440,783
BANGKOK
NAKHON
RATCHASIMA
CHONBURI
CHIANGMAI
UBON RATCHATHANI
NAKHON SI THAMMARAT
KHON KAEN
BURIRAM
UDON THANI
SISAKET
Source: Official Statistics Registration Systems
www.yozzo.com

• www.yozzo.com
FEMALESMALES
Percentage of population aged 6 and above using Internet, Computer and Mobile Phone 2011-2015 by gender
www.yozzo.com

www.yozzo.com
23,70
26,50
28,90
34,90
39,30
32,00
33,70 35,00
38,20
34,90
66,40
70,20
73,30
77,20 79,30
0
10
20
30
40
50
60
70
80
90
100
2011 2012 2013 2014 2015
PERCENTAGE OF POPULATION AGED 6 AND ABOVE USING INTERNET, COMPUTER AND MOBILE PHONE 2011-2015
COMPUTER
%
%
%
%

www.yozzo.com
www.yozzo.com

Presentation by Yozzo Co.,Ltd.  www.yozzo.com  March 2016 V 1.1

Presentation by Yozzo Co.,Ltd.  www.yozzo.com  February 2016
• www.yozzo.com
Source: Think with Google
PERCENTAGE OF INTERNET USERS WHO GO ONLINE MORE OFTEN VIA SMARTPHONE THAN COMPUTER/ TABLET
70%
67%
60%
47%
45%
36%
35%
33%
0% 10% 20% 30% 40% 50% 60% 70% 80%
Thailand
Malaysia
South korea
Brazil
China
Argentina
Turkey
Italy
COUNTRY

www.yozzo.com
35,01
36,79
38,92
39,47
34,89
33,71
35,07
33,47
35,18
34,39
36,35
38,02
30
31
32
33
34
35
36
37
38
39
40
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Millions
Source: National Statistical Office – MICT | Internet Innovation Research Center
www.yozzo.com

www.yozzo.com
35,01
36,79
38,92 39,47
34,89
33,71
35,07
33,47
35,18 34,39
36,35
38,02
24,50 23,78
25,20
23,62
24,98 25,02 25,19 25,52 25,59 26,01
27,64 27,65
0
5
10
15
20
25
30
35
40
45
Millions
INTERNET USERS 2015 INTERNET USERS 2014
www.yozzo.com

www.yozzo.com
3.822.354
4.351.909
4.930.430
5.517.442
6.402.876
0
1.000.000
2.000.000
3.000.000
4.000.000
5.000.000
6.000.000
7.000.000 www.yozzo.com
20152014201320122011
Source: ISP’s | Operators | NBTC
www.yozzo.com
PEOPLE

www.yozzo.com
2.031.765 2.043.765
2.168.765
2.268.765 2.323.895
2.442.895
2.539.895
2.768.895
3.067.395
3.247.895
3.439.895 3.439.395
1.281.803 1.305.803 1.339.903 1.386.553
1.563.938 1.573.838
1.733.883
1.954.083 1.982.633
2.054.233
2.219.233 2.240.783
0
500.000
1.000.000
1.500.000
2.000.000
2.500.000
3.000.000
3.500.000
4.000.000
DOMESTIC INTERNATIONAL
www.yozzo.com
Mbps

www.yozzo.com
1.031.355
1.527.515
2.038.465
3.439.395
471.639
724.708
1.239.803
2.240.783
0
500.000
1.000.000
1.500.000
2.000.000
2.500.000
3.000.000
3.500.000
4.000.000
2012 2013 2014 2015
DOMESTIC INTERNATIONAL
www.yozzo.com
Mbps

Dial-up modem,
ISDN or similar
Wireless Mobile
2G, GPRS
ADSL, VDSL,
Satellite, FTTH
Wireless 3G/4G
Mobile, Mi-Fi
88,704 83,100 1,700,593 2,899,139 97,667
217,743 465,437 2,227,439 4,407,484 409,059
64,592 138,210 1,556,297 1,661,341 201,500
173,131 334,584 1,884,807 2,288,067 583,908
101,991 169,602 998,035 1,548,911 290,957
www.yozzo.com
www.yozzo.com
Source: National Statistical Oﬃce of Thailand Survey | ICT Survey 2015 | 83,880 households sampled

PACKAGE PER HOUR PAY PER MONTH PACKAGES MB/GB OTHER
20.7% 67.3% 6.4% 5.6%
24.8% 57.3% 9.5% 8.3%
24.5% 52.1% 12.4% 10.9%
33.1% 42.8% 11.8% 12.3%
29.2% 48.4% 12% 10.4%
www.yozzo.com
www.yozzo.com

None Less than THB 200 THB 200-399 THB 400-599 THB 600-799 More than THB 800 Don’t know
0.4% 10.2% 20.6% 23.4% 24.6% 20.1% 0.7%
0.7% 11.7% 33.2% 21.7% 21.6% 9.8% 1.3%
1.2% 18.6% 35.7% 13.7% 22.6% 6.7% 1.5%
1.1% 17.1% 35.9% 22.3% 17.6% 5.4% 0.6%
1.2% 14.1% 36% 24.2% 17.5% 5.9% 1.1%
www.yozzo.com
www.yozzo.com

8,469,144
16,319,261
18,802,703
4,279,562
23,689,110
24,274,902
www.yozzo.com
www.yozzo.com

www.yozzo.com
21.785.408
21.482.399
14.524.288
11.572.226
10.959.869
10.860.084
8.604.461
7.109.787
6.358.032
5.136.902
5.047.464
4.659.766
3.440.465
1.519.005
1.245.590
1.080.390
924.502
62.423
0 5.000.000 10.000.000 15.000.000 20.000.000 25.000.000
Social Network
Download/Play Content
Upload & Share Content
News & Magazines
Send & Recieve E-mail
General Search
Health Related Information
Government Information
VOIP (Skype, Webcam etc.)
Chat/IM/Webboard/Discuss
Education Learning services
Download Software
E-Gov document
Online shopping
Internet Banking
Job Search - Job application
Maintain Online Business
Others
ACTIVITIES
PEOPLE

• www.yozzo.com
Webboard blog, chat/IM, Discussion Online 19,455,397
Education learning activities 19,544,835
Download Software 19,932,534
Contact/transfer Download document or transaction
with government agency
21,151,835
Order/Purchase goods or services online 23,073,294
Internet Banking 23,346,709
Looking for job or
submitting job application
23,511,910
Business and offering products/services 23,667,797
Others 24,529,876
Social Network (Facebook, Twitter,
Google Plus ,Line, Instagram etc..)
2,806,891
Download picture/movies/video/music//games
or playing games, or listening to radio or music
3,109,900
Upload information / photo / video / music /
software etc., to share on website
10,068,012
Trace news/read or download newspaper
or magazine (e-book)
13,020,073
Sending or receiving e-mail 13,632,430
Search general Information/goods or services 13,732,216
Search for information about health services 15,987,839
Search government Information 17,482,512
Voice over Internet protocol (VOIP)
Such as Skype, iTalk, Video, Webcam etc.
18,234,267

• www.yozzo.com
0
2.000.000
4.000.000
6.000.000
8.000.000
10.000.000
12.000.000
ALL DAY 08:00-12:00 12:00-16:00 16:00-20:00 20:00-24:00 24:00-04:00 04:00-08:00 UNKNOWN
PEOPLE

10,49,500 16,52,775 15,84,570 1,896,344 1,635,323 43,807 14,705 26,802
1,508,223 2,155,684 2,344,408 2,969,796 2,903,030 69,248 23,001 136,813
605,548 1,194,776 1,156,120 1,500,265 1,176,898 39,733 14,246 79,289
739,170 1,907,269 2,106,171 2,438,449 1,337,490 14,667 9,331 64,895
496,482 897,539 1,005,172 1,399,817 1,011,691 25,203 4,587 47,133
• www.yozzo.com
www.yozzo.com

• www.yozzo.com
364,882 1,154,854 804,338 295,807 142,207 807,841 28,850
845,953 1,794,874 1,164,945 552,711 238,206 618,118 122,328
566,079 702,980 334,814 151,961 62,690 371,885 73,982
997,800 992,159 498,455 207,984 112,743 364,236 58,283
566,102 658,977 348,129 142,341 55,082 159,720 51,810
www.yozzo.com

• www.yozzo.com
25.311.787
11.808.464
547.424 216.586 47.554 26.043
0
5.000.000
10.000.000
15.000.000
20.000.000
25.000.000
DON'T KNOW HOW TO USE UNNECESSARY NO EQUIPMENT TOO EXPENSIVE NO NETWORK OTHER REASON
PEOPLE

• • www.yozzo.com
1,497,803 73,251 34,021 - 4,170
3,838,236 127,791 50,319 4,741 3,756
1,698,320 30,361 40,656 16,503 1,932
2,900,322 246,251 56,581 17,343 8,710
1,873,783 69,769 35,009 8,968 7,475
www.yozzo.com

www.yozzo.com
❶ www.sanook.com Entertainment 927,591 2,275,365
❷ www.kapook.com Entertainment 785,385 1,633,741
❸ www.khaosod.co.th News - Media 650,608 1,387,108
4 www.dek-d.com Entertainment 583,071 950,881
5 boxza.com Entertainment 575,068 1,025,493
6 www.mthai.com Personal - Social 555,617 910,963
7 www.baabinz.com Entertainment 515,071 888,241
8 www.thairath.co.th News - Media 468,268 789,449
9 th.hao123.com Internet 464,973 634,460
10 igdara.in.th Entertainment 393,675 620,534
Source: Truehits

www.yozzo.com
HAVE NEVER PURCHASED
HAVE PURCHASED
www.yozzo.com

www.yozzo.com
12,299
21,377
31,044
34,991
48,831
51,264
67,236
78,221
113,462
115,002
141,986
170,713
286,182
918,396
0 100.000 200.000 300.000 400.000 500.000 600.000 700.000 800.000 900.000 1.000.000
SOFTWARE & GAMES
SPORT & ACCESSORIES
TOY & GIFTS
ENTERTAINMENT
BOOKS/NEWSPAPERS/MAGAZINES
BOOKING SERVICE
COMPUTER & DEVICES
FURNITURE & OFFICE PRODUCTS
OTHER
COMMUNICATION DEVICES
ELECTRONIC APPLIANCES
E-TICKETS
FOOD/BEVERAGE/HEALTH GOODS
APPAREL & JEWELRY
www.yozzo.com
PEOPLE

www.yozzo.com
17.983
20.697
23.393
24.783
83.993
91.874
226.293
438.076
1.047.609
0 200.000 400.000 600.000 800.000 1.000.000 1.200.000
OTHER OFFLINE/ONLINE
MOBILE PAYMENT
FINANCIAL INTERMEDIARIES
VIA SERVICE OPERATOR
TRANSFER BY POST
ON DELIVERY
CREDIT CARD
E-BANKING/ATM
BANK TRANSFER
www.yozzo.com
PEOPLE

www.yozzo.com
E-WALLET USERS
mPay (AIS) TrueMoney (Ascend Group)
DTAC IS EXPECTED TO LAUNCH ITS
E-WALLET SERVICE JAEW WALLET IN 2016
16 million have downloaded mobile wallet
apps from the mobile operators, however
less than 6 million are active users
Mobile payment and e-wallet transactions
from three mobile networks, AIS, DTAC and
True Move was worth THB 90 billion in 2015
Apart from the mobile operators payment services, several other players have entered the Thai market.
The government's Any ID scheme, which will enable anyone with a ID card, mobile number or email address
to transfer money and make financial transactions, is expected to be completed by end of 2016
Source: NBTC | True Corp | AIS | Bank of Thailand | Ascend Group

www.yozzo.com
Is the yearly value of Thailand’s prepaid mobile top-up market of overall mobile transactions in Thailand are money transfers
E-payments, which mobile payments are a part of,
is expected to surge from THB 68.2 billion in 2015 to
THB 143 billion in 2020 dominated by non-bank players
Cashless payments has grown on avg. 20% during 2010-2015,
making Thailand the 4th fastest growth market in Asia after
China, India and Indonesia, but ahead of Malaysia & Singapore
is the average online shopping session time in Thailandis the average amount of cash Thais carry in their wallet
Source: Bank of Thailand | Visa Thailand

www.yozzo.com
No. of agreements 519,450 706,439 864,312 1,164,796 6,229,960
Volume of transactions (Thousand Transactions) 15,885 19,942 36,285 57,199 109,350
Value of transactions (Billions of Baht) 110 187 440 752 1,364
519.450 706.439 864.312 1.164.796
6.229.960
0
2.000.000
4.000.000
6.000.000
8.000.000
10.000.000
12.000.000
2010 2011 2012 2013 2014 DEC 2015
NO. OF AGREEMENTS
Source: Bank of Thailand www.yozzo.com

www.yozzo.com
No. of agreements 519,450 706,439 864,312 1,164,796 6,229,960
Value of transactions (Billions of Baht) 110 187 440 752 1,364
No. of agreements 4,822,947 5,626,192 6,645,161 8,033,061 9,960,419
Value of transactions (Billions of Baht) 7,892 8,780 14,112 19,548 19,862
Credit card 20,820,059 21,005,615 21,046,075 21,227,366 21,415,235 21,592,128
ATM card 13,935,011 13,884,292 13,665,673 13,639,163 13,553,477 13,465,912
Debit card 45,753,855 46,095,198 46,409,914 46,414,404 46,634,465 46,940,599
Source: Bank of Thailand
www.yozzo.com

• www.yozzo.com
NORTH
76.5%
NORTHEAST
74.4%CENTRAL
83.2%
BANGKOK
90.3%
SOUTH
74.4%

• www.yozzo.com
Age 6-10 298,826 350,744 254 - 347,429 302,330 - 64
Age 11-14 1,319,863 683,272 1,504 80 671,322 1,331,156 1,552 688
Age 15 – 19 3,445,809 948,686 7,478 2,389 906,540 3,487,255 9,686 881
Age 20 – 24 3,445,771 1,233,866 1,859 675 1,148,667 3,505,607 24,946 2,950
Age 25 – 29 3,210,741 1,291,261 4,382 2,910 1,178,640 3,290,503 39,212 938
Age 30 – 34 2,952,228 1,681,901 6,965 169 1,579,617 3,007,003 50,637 4,008
Age 35 – 39 2,543,524 2,420,252 4,141 300 2,319,989 2,595,373 51,086 1,771
Age 40 – 49 3,336,821 6,622,269 19,841 4,020 6,451,160 3,463,652 61,857 6,282
Age 50 – 59 1,693,706 6,219,215 19,090 2,361 6,118,023 1,779,641 31,430 5,278
Age 60+ 614,721 5,186,253 14,551 1,441 5,160,640 639,911 13,179 3,236
PEOPLE WHO DO NOT HAVE - OR HAVE ONE OR MORE MOBILE, OR SMARTPHONES
www.yozzo.com

• www.yozzo.com
302.330
1.331.156
3.487.255 3.505.607
3.290.503
3.007.003
2.595.373
3.463.652
1.779.641
639.911
0
500.000
1.000.000
1.500.000
2.000.000
2.500.000
3.000.000
3.500.000
4.000.000
Age 6-10 Age 11-14 Age 15-19 Age 20-24 Age 25-29 Age 30-34 Age 35-39 Age 40-49 Age 50-59 Age 60+
www.yozzo.com
PEOPLE

www.yozzo.com

www.yozzo.com
2010 10.78% 95.78% 106.56%
2011 11.74% 102.83% 114.57%
2012 14.71% 113.14% 127.85%
2013 16.90% 122.32% 139.22%
2014 19.18% 125.73% 144.91%
www.yozzo.com
Source: Operators | NBTC

www.yozzo.com
0
10.000.000
20.000.000
30.000.000
40.000.000
50.000.000
60.000.000
70.000.000
80.000.000
90.000.000
100.000.000
2010 2011 2012 2013 2014 2015
Post-Paid 7.256.473 7.938.934 9.782.683 11.654.420 12.852.830 14.322.319
Pre-Paid 64.469.827 69.510.532 75.229.728 80.808.904 84.827.945 68.731.647
Total 71.726.300 77.449.466 84.001.947 92.463.323 97.680.775 83.053.966
SUBSCRIBERS

www.yozzo.com
THB 200 THB 194 THB 211 THB 198 THB 192
(Excluding Interconnection Charge)
www.yozzo.com
www.yozzo.com

www.yozzo.com
BLENDED 251 Min 253 Min 257 Min 236 Min 240 Min 267 Min 246 Min 234 Min
POST-PAID 539 Min 486 Min 477 Min 400 Min 375 Min 456 Min 363 Min 335 Min
PRE-PAID 217 Min 226 Min 233 Min 217 Min 220 Min 241 Min 228 Min 213 Min
MOBILE MOU (MINUTE/MONTH) 2008 – 2015
www.yozzo.com
REVENUE PER/MINUTE Q4 2014 – Q4 2015
THB 0.43 THB 0.43 THB 0.42 THB 0.40
THB 0.44 THB 0.43 THB 0.44 THB 0.45
THB 0.29 THB 0.29 THB 0.45 THB 0.46
www.yozzo.com

www.yozzo.com
36.54% 37.40% 35.09% 33.87%
63.46% 62.20% 64.91% 66.13%
www.yozzo.com

www.yozzo.com
TrueMove H was the first to introduce 4G LTE in Thailand
with a “trial” service in February 2013.
DTAC followed later as the second mobile operator to offer
4G services on 15MHz on the 1800MHz spectrum.
AIS did not provide 4G in 2015.
 DTAC had 2,300,000 4G subscribers.
 TrueMove had 2,000,000 4G subscribers.

www.yozzo.com
NETWORK OVERALL SIGNAL DOWNLOAD UPLOAD PING RELIABILITY
DTAC 8 out of 10 4 out of 5 0.13 Mbps 0.05 Mbps 359 ms 82.77%
AIS 8 out of 10 5 out of 5 0.10 Mbps 0.02 Mbps 236 ms 84.29%
TrueMove 5 out of 10 5 out of 5 1.25 Mbps 0.86 Mbps 140 ms 94.96%
MY CAT 5 out of 10 5 out of 5 0.54 Mbps 1.19 Mbps 173 ms 94.89%
AIS 5 out of 10 4 out of 5 1.53 Mbps 0.73 Mbps 171 ms 92.29%
2G COVERAGE THAILAND 2015
Source: NetworkRank™ Crowdsourced measurement from various devices both indoor and outdoor and different locations

www.yozzo.com
45,56%
29,56%
22,14%
1,82% 0,93%
www.yozzo.com

www.yozzo.com
TOTAL AS OF Q4 2015 5,400,000 33,100,000 38,500,000
Total as of Q3 2015 5,400,000 32,400,000 37,800,000
Total as of Q2 2015 5,200,000 34,800,000 40,000,000
Total as of Q1 2015 5,100,000 36,900,000 42,000,000
TOTAL AS OF Q4 2014 4,900,000 39,400,000 44,300,000
NET ADDITIONS 2015 500,000 -6,300,000 -5,800,000
ARPU Q4 2015 (Excl. IC) 612 THB 195 THB Blended 254 THB
MOU Q4 2015 (Excl. IC) 330 Minutes 286 Minutes Blended 292 Minutes
  
 Own brand smartphone “Lava” sales
were 6 mio units in 2015 compared to
2.5mn units in FY14
 98% population coverage
 2,000 AIS Super Wi-Fi 650Mbps
 33,000 total AIS Wi-Fi APs
 Non-voice revenue up 3% QoQ and 27% YoY.
 Mobile data 41% of service revenue (ex IC)
 VoU: Prepaid 1,910 | Postpaid 2,360 MB/sub/mo
www.yozzo.com
Source: AIS

www.yozzo.com
4.900.000 5.400.000 5.400.000
39.400.000
32.400.000 33.100.000
0
5.000.000
10.000.000
15.000.000
20.000.000
25.000.000
30.000.000
35.000.000
40.000.000
45.000.000
50.000.000
Q4 2014 Q3 2015 Q4 2015
Source: AIS
TOTAL
PREPAID
PREPAID PREPAID
TOTAL TOTAL
POSTPAID POSTPAID POSTPAID
SUBSCRIBERS

www.yozzo.com
  
 Launched 4G service using 15MHz
bandwidth on its 1800MHz
2,200 sites covering BMA
 90% of sub base ported to 3G
 THB 7.9 billion data revenues 48% of service
revenues Excl. IC
 Smart device penetration 61%
 Mobile data users 14.2 mio
 4G handset penetration 15%
Source: DTAC
TOTAL AS OF Q4 2015 4,324,000 20,929,000 25,253,000
Total as of Q3 2015 4,116,000 20,736,000 24,852,000
Total as of Q2 2015 4,088,000 22,855,000 26,943,000
Total as of Q1 2015 4,004,000 24,422,000 28,272,000
TOTAL AS OF Q4 2014 3,850,000 24,159,000 28,009,000
NET ADDITIONS 2015 474,000 -3,231,000 -2,757,000
ARPU Q4 2015 (Excl. IC) 519 THB 162 THB Blended 220 THB
MOU Q4 2015 (Excl. IC) 231 Minutes 157 Minutes 169 Minutes
www.yozzo.com

www.yozzo.com
3.850.000 4.116.000 4.324.000
24.159.000
20.736.000 20.929.000
0
5.000.000
10.000.000
15.000.000
20.000.000
25.000.000
30.000.000
Q4 2014 Q3 2015 Q4 2015
Source: DTAC
TOTAL
TOTAL TOTAL
PREPAID
PREPAID PREPAID
SUBSCRIBERS

www.yozzo.com
TOTAL AS OF Q4 2015 4,700,000 14,400,000 19,100,000
Total as of Q3 2015 4,300,000 14,100,000 18,400,000
Total as of Q2 2015 4,100,000 15,400,000 19,500,000
Total as of Q1 2015 4,000,000 17,500,000 21,500,000
TOTAL AS OF Q4 2014 3,900,000 19,800,000 23,700,000
NET ADDITIONS 2015 800,000 - 5,400,000 - 4,600,000
ARPU Q4 2015 (Excl. IC) N/A N/A Blended 204 THB
MOU Q4 2015v (Excl. IC) N/A N/A N/A
  
 Increased 3.6% YoY to THB 16.8
billion on higher contribution from
iPhone and house-branded devices
 Non-voice revenue, grew 40.5% YoY to THB
23.4 billion, representing 52% of True Mobile
Group’s service revenue
 Voice revenue declined 3.0% YoY to THB
18.5 billion following consumers’ rising
trend towards data usage.
www.yozzo.com
Source: True Corp

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3.900.000 4.300.000 4.700.000
19.800.000
14.100.000
14.400.000
0
5.000.000
10.000.000
15.000.000
20.000.000
25.000.000
Q4 2014 Q3 2015 Q4 2015
Source: True Corp
TOTAL
TOTAL
TOTAL
PREPAID
PREPAID
PREPAID
SUBSCRIBERS

www.yozzo.com
DATA CDMA COMMUNICATION
Closed - Now 168 on CAT TelecomSold and re-branded to Tron IEC3G
Although the MVNO i-mobile 3GX earlier claimed 410,000 subscribers, only 74,000
registered as active users at the end of the mandatory SIM registration in Thailand, July 2015

www.yozzo.com
NONE NONE
0NONE
0 0DATA CDMA
COMMUNICATION
WHY MVNOS IN THAILAND HAVE FAILED | MVNO DEFINITION | THE HISTORY OF MVNO

www.yozzo.com
SawasdeeShop 1 - 30 Nov 2006 29 Nov 2019
IEC Technology Co., Ltd (IEC3G) 1 LAUNCHED 08 Apr 2009 07 Apr 2019
SAMART i-Mobile (i-mobile 3GX) 1 LAUNCHED 04 May 2009 03 May 2019
Loxley Public Company Limited (iKool3G) 1 LAUNCHED 18 Nov 2009 17 Nov 2019
365 Communications Co.,Ltd (Renamed to: 168) 1 LAUNCHED 18 Nov 2009 17 Nov 2019
MConsult ASIA Co.,Ltd. (MOJO3G) 1 LAUNCHED 03 Dec 2009 02 Dec 2019
Wireless Device Supply (AIS) EXPIRED - 28 Jul 2010 27 Jul 2015
Advanced Mobile Broadband Co.,Ltd (AIS) EXPIRED - 28 Jul 2010 27 Jul 2015
I Talk Plus – (Advanced Telephone & Telecommunication Co., Ltd) EXPIRED - 25 Aug 2010 24 Aug 2015
FTTX infra (Pattaya) Co.,Ltd EXPIRED - 01 Dec 2010 30 Nov 2015
GMM Grammy Public Company Limited EXPIRED - 01 Dec 2010 30 Nov 2015
C.T. Telecom Co., Ltd EXPIRED - 01 Dec 2010 30 Nov 2015
True distribution and sales Co., Ltd. (True Mobile Group) EXPIRED - 01 Dec 2010 30 Nov 2015
a2network (Thailand) Co., Ltd (a2network Japan) EXPIRED - 01 Dec 2010 30 Nov 2015
Mobile Plus Ltd (i-mobile3GX) under SAMART EXTENDED - 25 Aug 2010 24 Aug 2020
*Real Move Co.,Ltd (TrueMove H) EXTENDED Run as full MNO 01 Dec 2010 30 Nov 2020
ACUMEN (Subsidiary of Jasmine International Plc) 1 - 04 May 2011 03 May 2016
Siam Advanced Networks Limited. 1 - 04 May 2011 03 May 2016
THE FOLLOWING COMPANIES HAVE OBTAINED A MVNO LICENSE IN THAILAND
*TrueMoveH is not a MVNO but use the MVNO license to run as a full operator, controlling the 850MHz spectrum of CAT Telecom

www.yozzo.com
Dplus Intertrade Company Limited 1 - 04 May 2011 03 May 2016
Jasmine Telecom Systems PLC (Subsidiary of Jasmine International Plc) 1 - 16 June 2011 15 Jun 2016
Loxley Mobile Company Limited 1 - 17 June 2011 16 Jun 2016
Blisstel Public Limited Company 1 - 14 Jan 2013 13 Jan 2018
IP Exchange Company Limited 1 - 14 Jan 2013 13 Jan 2018
Loxley Wireless Company Limited 1 - 14 Jan 2013 13 Jan 2018
M Link Asia Corporation (PCL) 1 - 14 Jan 2013 13 Jan 2018
Digital Gen Co., Ltd - Subsidiary of GMM Grammy Public Company Limited 1 - 14 Jan 2013 13 Jan 2018
SB Telecom (Subsidiary of Softbank Telecom Corp Japan) 1 - 13 Mar 2013 12 Mar 2018
Tesco Mobile UK 1 - 2 Aug 2013 01 Aug 2018
GW.Biz 1 - 20 Dec 2013 19 Dec 2018
EDC Network Asia 1 - 11 Apr 2014 10 Apr 2019
Data CDMA Communications Limited 1 - 23 Jun 2014 22 Jun 2019
Media Knowledge Co Ltd 1 - 31 Aug 2014 30 Aug 2019
TT&T PCL 1 - 03 Oct 2014 30 Nov 2019
Mobile LTE Co., Ltd 1 - 09 Dec 2014 08 Dec 2019
King Telecoms 1 - 18 Dec 2014 17 Dec 2019
Tune Talk (Thailand) 1 Reseller 26 May 2015 25 May 2020
The White Space Co.,Ltd 1 - 07 Jul 2015 06 Jul 2020
Advanced Info Service Pcl (AIS) 1 - 04 Dec 2015 03 Dec 2020
Clear Cloud Co., Ltd 1 - 22 Dec 2015 21 Dec 2020
THE FOLLOWING COMPANIES HAVE OBTAINED A MVNO LICENSE IN THAILAND

www.yozzo.com
Number Portability was established in Thailand
in 2010 and is controlled via the joint venture
Clearing House for Number Portability Co., Ltd.
THE SHAREHOLDERS ARE
www.yozzo.com
• AIS with 20% of the shares
• DTAC with 20% of the shares
• TrueMove with 20% of the shares
• CAT Telecom with 20% the shares
• TOT with 20% the shares

www.yozzo.com
739.125
14.861.661
30.219.274
5.103.278
0
5.000.000
10.000.000
15.000.000
20.000.000
25.000.000
30.000.000
35.000.000
2012 2013 2014 2015
www.yozzo.com
NUMBERS

www.yozzo.com
07 May 2015 DTAC TRINET 3,330,000
19 May 2015 ADVANCE WIRELESS NETWORK (AWN) 2,620,000
13 Oct 2015 CDMA DATA COMMUNICATION CO., LTD 200,000
02 Dec 2015 TRUEMOVE H 50,000
23 Dec 2015 DTAC TRINET 2,290,000
23 Dec 2015 SAMART I-MOBILE PLC. 200,000
Source: NBTC
www.yozzo.com

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PREFIX ACeS AIS AWN CAT DPC DTAC TRINET TOT TRUE TRUE H
TOTAL
ALLOCATED
NUMBERS
REMAINING
08 20,000 39,320,000 40,000 4,940,000 870,000 30,270,000 - 1,070,000 23,150,000 - 99.680,000 320,000
09 - 7,010,000 23,860,000 18,350,000 - 7,740,000 2,400,000 6,200.000 - 14,400,000 90,000,000 10,000,000
06 - - 13,240,000 - - - 7,070,000 - - 160,000 20,470,000 39.530,000
TOTAL 20,000 46,330,000 37,140,000 23,290,000 870,000 38,010,000 19,470,000 7,270,000 23,150,000 14,600,000 210,150,000 49.850,000
Source: NBTC September 30 - 2015
www.yozzo.com

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Source: Google Data | Consumer Barometer
OR 2.5 GB PER MONTH
OR 4 GB A MONTH
www.yozzo.com

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THAILAND LEADS OTHER NATIONS WHEN IT COMES TO SMARTPHONE ACTIVITIES DONE AT LEAST WEEKLY

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9462
54 8
min
min
min
min
COMMUNICATIONSAPPS
ENTERTAINMENT DEVICE MANAGEMENT
www.yozzo.com

www.yozzo.com
Thai Internet users access an average of 2.3 social network platforms daily
1.16 million SMEs with Facebook pages in Thailand.
34 mio users in Thailand using Facebook every month, with 32 mio accessing via mobile phones.
Facebook had a 21% share in the local digital advertising space, up from 16% in 2014
LINE experienced a flat year in terms of new users, and ended 2015 with 33 million users
7.1 million Instagram users in Thailand
www.yozzo.com
TOP 5 SMARTPHONE APPS
BASED ON MONTHLY USAGE
❶
❷
❸
❹
❺
Source: Facebook | LINE | TNS 2015 Connected Life | Zocial Ink | eMarket
INSTANT MESSAGING (DAILY ACCESS)
• LINE 66%
• Facebook 46%
• WhatsApp 10%
• Skype 10%
• WeChat 6%
SOCIAL NETWORK (DAILY ACCESS)
• Facebook 87%
• YouTube 75%
• Google + 27%
• Instagram 20%
• Twitter 8%

www.yozzo.com
Source: Millwardbrown-AdReactions
www.yozzo.com

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Malaysia-based iflix and Singapore-based Hooq offer monthly subscriptions from THB 100 and THB 119 respectively
PrimeTime Hollywood HDTVDoonung DooDee

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www.yozzo.com

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24%
14,5%
14%
11%
7,5%
4,8%
3,8%
3,5%
2,5%
1,5%
1,5%
1%
3 HD
7 HD
Workpoint
ONE HD
GMM
Mono 29
3 SD
CH8
Thai PBS
3 Family
NBT
PPTV
Source: Survey from University of Thai Chamber of Commerce – Faculty of Arts

www.yozzo.com
Source: IDC Thailand
T H E V A L U E O F T H A I L A N D ' S S M A R T P H O N E M A R K E T 2 0 1 5 : T H B 1 2 4 B I L L I O N

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Source: IDC Thailand

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Pick me!Pick me!
Pick me! Pick me!
Pick me! Pick me! Pick me! Pick me!Pick me!
Pick me! Pick me!
Pick me!
Pick me!Pick me!
Source: Google Data – Google APAC
• However Thai consumers can only retain the names of about 15 models, and 75% of Google searches in the top 50 smartphones goes to the top tier 15 devices.
• Thais are primarily searching for specs, reviews, and prices and 65% of Thais who are in the market for a new phone, use their current phone to find one.
• 2015 saw a 113% YoY increase in the search term “phone-telco bundle plan”

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iOS 17%
Other 3%

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www.yozzo.com

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2,781,268
2,637,571
17.85%
5.11%
METROPOLITAN
PROVINCIAL AREA
METROPOLITAN
PROVINCIAL AREA
Source: TOT | TT&T | True | NBTC
www.yozzo.com www.yozzo.com

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 After March 1st 2015 - All airtime call packages must be billed on per-second basis.
 The average charge for service must not exceed: Voice THB 0.82/min | SMS 1.33 | MMS 3.32 | Data 0.28/MB
 From September 2016: Voice THB 0.69/min - Data 0.26/MB
 The newly introduced 4G must be the same - or lower as the pricing above
 Customer gets minimum 30 days balance for every prepaid top‐up value.
 The value can be accumulated for 365 days.
 All mobile phones users must register their SIMs with ID card or passport
 NBTC announced the mandate for network infrastructure sharing among operators
i.e. tower, land, site facilities, etc. in April 2013.
 Action is subjected to availability of network capacity.

www.yozzo.com
Interconnection charge (IC) or termination
charge is a bilateral agreement charge levied by
network operators on other service providers to
recover the costs of the interconnection facilities
provided by the network operators.
AIS, DTAC and TRUE agree to pay IC rate at THB 1.00/min.
The new IC rate of THB 0.45 per minute is applied from 1 July 2013.
TOT‐3G does not enter into IC agreement with any operators
The regulator has pledged to introduce a lower mobile termination rate than the current 0.45
baht ($0.014) per minute to help operators comply with the per-second billing new policy.

www.yozzo.com
2G 2.5 2.7
3G 3.5 3.9 LTE
www.yozzo.com
LTE-A

www.yozzo.com
CAT TELECOM NBTC
Till 2018 15-years
CAT TELECOM Operator
20-30% revenue share 5.25% of revenue
(Type 3 License)
*BTO is Build Transfer Operate contract. Note: Operators have to pay a numbering fee at THB 2/number/month to the NBTC

www.yozzo.com
BTO contract regulatory fee = Revenue share + Access charge
5.25% = 1.5%
Paid to Regulator
+ 3.75%
Paid to Regulator

www.yozzo.com
Yozzo is a Telecom Consulting firm, specializing in Information and Communications Technology (ICT).
WHAT WE DO
We assist public and private sector clients in their decision making through market insights, experience
and technical skills. Our clients includes: Governments, Telecom Regulators, Telecom operators,
MVNO’s, Device manufacturers, Software & Service providers, Media and Broadcasting companies.
HOW WE DO IT
We approach consultancy engagements from a commercial perspective, with the aim of adding
significant value to your business by identifying and pursuing: growth opportunities, create products,
services, and businesses that improve the efficiency, productivity, and profitability of your business.

DISCLAIMER
Some statements made in this material are forward-looking statements with the relevant assumptions, which are subject to various risks and
uncertainties. These include statements with respect to corporate plans, strategies and beliefs and other statements that are not historical
facts. These statements can be identified by the use of forward-looking terminology such as “may”, “will”, “expect”, “anticipate”, “intend”,
“estimate”, “continue” “plan” or other similar words. The statements are based on our assumptions and beliefs in light of the information
currently available to us. These assumptions involve risks and uncertainties which may cause the actual results, performance or achievements to
be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Please
note that the company and executives/staff do not control and cannot guarantee the relevance, timeliness, or accuracy of these statements.
Copyright © 2016 Yozzo Co.,Ltd. All Rights Reserved.

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