Post on 10-May-2015
description
A Regional Overview of Telecoms & Media
Markets
Faten BaderSenior Research Analyst
GVF MENASAT @ Satellite MENA Summit February 9, 2011
• An overview of the Arab cellular market
• An overview of the Arab fixed market
• An overview of the Arab Internet and 3G markets
• A brief on the media landscape in the Arab World : TV and radio
Outline
Cellular market overview
7 countries(37% )
3 countries(16% )
9 countries(47% )
13 countries(68% )6 countries
(32% )
Monopoly cellular markets disappeared
Source: Arab Advisors Group, February 2011
20112005
Competitive MonopolyDuopoly
Cellular regulatory framework
66 million cellular lines in Egypt by end of June 2010
Source: Arab Advisors Group
Cellular lines 000' (J une 2010)
65
,83
4
47
,20
0
27
,87
9
22
,55
1
10
,73
8
10
,65
0
9,7
88
6,2
50
4,3
94
4,3
57
2,6
89
2,5
45
.5
2,5
26
1,6
73
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
Egyp
t
Saudi A
rabi
a
Mor
occo
I raq
Tunisia UAE
Syria
Jord
an
Oman
Kuwait
Qatar
Leba
non
Palest
ine
Bahra
in
UAE had the highest cellular penetration rate by end of June 2010
Source: Arab Advisors Group
Cellular lines' penetration (J une 2010)
22
9%
18
6%
16
5%
14
4%
14
2%
12
2%
10
3%
10
2%
88
%
84
%
76
%
64
%
62
%
48
%
0%
50%
100%
150%
200%
250%
UAE
Saudi A
rabi
a
Qatar
Oman
Bahra
in
Kuwait
Jord
an
Tunisia
Mor
occo
Egyp
tI raq
Leba
non
Palest
ine
Syria
Fixed market overview
5 countries(26% )
10 countries(53% )
4 countries(21% )
1 country(5%)
17 countries(89% )
1 country(5%)
About half of the Arab countries still have a monopoly fixed market
Source: Arab Advisors Group, February 2011
20112005
Competitive MonopolyDuopoly
Fixed regulatory framework
12 Arab countries had 27 million fixed lines by end of June 2010
Source: Arab Advisors Group
Fixed lines 000' (June 2010)9
,42
4
4,3
00
3,9
78
3,6
83
1,4
56
1,2
77
1,0
15
49
9
40
4
28
8
28
3
19
2
0
2,000
4,000
6,000
8,000
10,000
Egyp
t
Saud
i Ara
bia
Syria
Mor
occo UAE
Tunisia
Yem
en
J ord
an
Palest
ine
Qatar
Oman
Bahr
ain
Fixed lines penetration (June 2010)
31
%
20
%
18
%
17
%
16
%
12
%
12
%
12
%
10
%
9%
8%
4%
0%
10%
20%
30%
40%
UAESy
ria
Qatar
Saud
i Ara
bia
Bahr
ain
Tunisia
Egyp
t
Mor
occo
Palest
ine
Oman
J ord
an
Yem
en
UAE takes the lead in fixed line penetration by June 2010
Source: Arab Advisors Group
Internet market overview
14 countries(74% )
1 country(5%)
4 countries(21% )
1 country(6%)
5 countries(28% )
12 countries(67% )
Most of the Arab countries have competitive Internet markets
Source: Arab Advisors Group, February 2011
20112005
Competitive MonopolyDuopoly
Internet regulatory framework
Ten more operators deployed 3G networks in the Arab World since April
2008
Oman
Qatar
Yemen
Syria
Egypt
Palestine
Source: Arab Advisors Group’s 3G/3.5G Cellular Services in the Arab World
April 2008 December 2009
44%56%
60% 40%
Operators that offer 3G/3.5G services Operators that do not offer 3G/3.5G services
The Syrian operators joined the 3G/3.5G club
Oman
Qatar
Yemen
Syria
Egypt
Palestine
Source: Arab Advisors Group’s 3G/3.5G Cellular Services in the Arab World
2 2
1
2
1 1
2
1 1
2 2
0
22
3
1
3
1
2
3
2 2
3 3
2 2
0
1
2
3
4
Bahra
in
Egyp
tI raq
Kuwait
Libya
Mau
ritan
ia
Mor
occo
Oman
Qatar
Saudi A
rabia
Sudan
Syria
UAE
April 2008 December 2009
A brief on the media landscape in the Arab World
Survey findings: TV viewer-ship
TV viewership
96%
95%95% 95%
94%
95%
96%
97%
UAE Jordan Saudi Arabia Tunisia
Almost everybody (+90%) watches TV..
Note: Percentages were calculated from the total Internet users in the UAE, Jordan and Saudi Arabia and the total respondents in Tunisia
Source: Arab Advisors Group survey reports; UAE Media Survey of Internet Users 2009, Jordan Media
Survey of Internet Users 2010, Saudi Arabia Media Survey of Internet Users 2011, Tunisia Media Survey 2010
Changing TV viewing habits in Ramadan
81% 78%
62%
0%
20%
40%
60%
80%
Jordan Saudia Arabia UAE
The majority change their TV viewing habits during Ramadan
Note: Percentages were calculated from the total Internet users who watch TV in the UAE, Jordan and Saudi Arabia
Source: Arab Advisors Group survey reports; UAE Media Survey of Internet Users 2009, Jordan Media
Survey of Internet Users 2010, Saudi Arabia Media Survey of Internet Users 2011
Satellite TV
Free-To-Air satellite TV channels growth
100
155
200 205
263290
370
474 487
0
100
200
300
400
500
600
J an-04 J ul-05 Nov-05 Apr-06 Oct-06 J an-07 Aug-07 Mar-09 Apr-10
13 channels added
Note: The satellite systems included in the analysis are Arabsat, Nilesat and NoorsatSource: Arab Advisors Group’s Satellite TV in the Arab World 2010
Nilesat
NoorsatArabsat
44%
11%15%
1%25%
2%
1%
Source: Arab Advisors Group’s Satellite TV in the Arab World 2010
Nilesat has the highest share of FTA satellite channels (April 2010)
Satellite dish receivers are widespread among households
Availability of satellite dish at home
99% 97%
77% 76%
0%
20%
40%
60%
80%
100%
120%
Bahrain Tunisia UAE Lebanon
Note: Percentages were calculated from the total respondents in Bahrain, Tunisia, Lebanon and the total Internet users in the UAE
Source: Arab Advisors Group survey reports; UAE Media Survey of Internet Users 2009, Lebanon
Media Survey 2008, Bahrain Media Survey 2008, Tunisia Media Survey 2010
Pay TV
15 channels(16% )
80 channels(84% )
OSN adds five ART Arabic entertainment channels to its portfolio
Source: OSN and Al Jazeera Sports
Pay TV providers’ channels, February 2011
Orbit Showtime Network Al Jazeera Sports
How respondents get Pay TV channels
56% 58%
85%
34%
20%
37%
5%
55%
0%
20%
40%
60%
80%
100%
Saudi Arabia Jordan Tunisia UAE
Legal subscription Dream Box
However, OSN terminated the illegal use of Dream Box…
Some people used to get their Pay TV channels illegally through Dream Box
Note: Percentages were calculated from the total Internet users who watch TV in the UAE, Jordan and Saudi Arabia and the total respondents who watch TV in Tunisia
Source: Arab Advisors Group survey reports; UAE Media Survey of Internet Users 2009, Jordan Media Survey of
Internet Users 2010, Saudi Arabia Media Survey of Internet Users 2011, Tunisia Media Survey 2010
10 HD channels(29% )
24 HD channels(71% )
22 HD channels(55% )
18 HD channels(45% )
The rise of HD channels in the Arab World
Source: Arab Advisors Group, January 2011
Arabsat and Nilesat Pay TV and FTA
Arabsat
Nilesat FTA
Pay TV
Terrestrial TV
122129
138
98
0
20
40
60
80
100
120
140
160
August 2006 May 2008 April 2009 December 2010
Terrestrial TV channels growth
9 channels added
Source: Arab Advisors Group’s Terrestrial TV in the Arab World 2010
Palestine have the highest terrestrial TV channels among the 19 Arab countries
Source: Arab Advisors Group’s Terrestrial TV in the Arab World 2010
Terrestrial TV channels in the Arab World
22%
15%
13%
13%
6%
6%
4%
4%
3%
2%
2%
2%
1%
1%
1%
1%
1%
1%
0%
0% 5% 10% 15% 20% 25%
Palestine
Iraq
Egypt
Sudan
Lebanon
Morocco
Bahrain
UAE
Saudi Arabia
Kuwait
Tunisia
Libya
J ordan
Syria
Yemen
Qatar
Algeria
Mauritania
Oman
Terrestrial TV is less preferred than satellite TV
Terrestrial TV viewership
43%
32%
24%
43%
0%
20%
40%
60%
Bahrain Tunisia UAE Jordan
Note: Percentages were calculated from the total respondents who watch TV in Bahrain, Tunisia and Lebanon and the total Internet users who watch TV in Jordan
Source: Arab Advisors Group survey reports; UAE Media Survey of Internet Users 2009, Jordan Media Survey
2010, Bahrain Media Survey 2008, Tunisia Media Survey 2010
Radio
Local FM radio stations growth
Source: Arab Advisors Group’s FM Radio in the Arab World 2009
243
307
338
0
50
100
150
200
250
300
350
400
J anuary 2007 February 2008 J uly 2009
31 FM radio stations added
The majority of respondents listen to the radio
Listening to the radio
87%
76%72%
87%
0%
20%
40%
60%
80%
100%
UAE Jordan Bahrain Tunisia
Note: Percentages were calculated from the total respondents in Bahrain and Tunisia and the total Internet users in the UAE and Jordan
Source: Arab Advisors Group survey reports; UAE Media Survey of Internet Users 2009, Jordan Media Survey
2010, Bahrain Media Survey 2008, Tunisia Media Survey 2010
People prefer FM radio stations
Listening to FM radio stations
79%
61%
85%
0%
20%
40%
60%
80%
100%
Jordan UAE Bahrain
Note: Percentages were calculated from the total respondents in Bahrain and the total Internet users in the UAE and Jordan
Source: Arab Advisors Group survey reports; UAE Media Survey of Internet Users 2009, Jordan Media Survey
2010, Bahrain Media Survey 2008
Arab Advisors Group
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