某电信市场分析.pptVIP

Roland Berger Strategy Consultants Document number The Romanian telecom market has steadily increased over the last five years with mobile telephony playing the leading role The fixed telecommunication infrastructure has developed constantly over the last years After a significant drop in 2003 the fixed telephony market is expected to slightly grow in 2004 mainly due to increased consumption Due to the rapid development of the mobile communication in Romania, the penetration rate will exceed 39% by the end of 2004 The mobile telephony market has strongly increased in the last years and the trend is to continue in the future Romania registered one of the highest growth of the Internet penetration rate in the region in the last years Romanian Telecommunication market * Romanian Telecom Market OverviewPresentation Zilele BIZ Bucharest, October 2004 Source: Roland Berger Strategy Consultants estimates and analysis Mobile telephony Fixed telephony Internet and other data transmission services Evolution of the Romanian telecom market1) [EUR m] Breakdown of Romanian telecom market by segments, 2003 [%] CAGR = 8.5% Note: 1) Including fixed telephony services, mobile telephony services, Internet, data transmission and leased lines; excluding internal telecom services on own infrastructure of Teletrans and Telecomunicatii CFR Source: MCTI, ANRC, OTE, ITU, Roland Berger analysis Note: E = Estimate Development of the number of fixed telephone lines [m] and penetration rate [%], 2000 – 2004 CAGR = 3.3% Evolution of fixed telephony market1) , 2000 – 2004 [EUR m] Comments 868 903 921 825 860 The 2003 drop of the market was mainly due to lower tariffs in real terms as compared to 2002, as well as shrinking interconnection and fixed – to – mobile tariffs Moreover new players emerging after the opening up of the fixed line market led to decreases in tariffs for international calls and subsequently long – distance calls In spite of the 2004 soar in tariffs for local