Malaysia Telecoms Industry: A Thriving Market Amidst Slow 5G Advancements and Mergers

NEWS PROVIDED BY
Idem Est Research & Advisory
7 August 2023, 16:00 AEST
Malaysia Telecom Industry Market Report forecasts 60m mobile and fixed broadband subscribers by 2030
FOR IMMEDIATE RELEASE

Key Highlights from the Malaysia Telecoms Industry Report:

The Malaysian telecommunications industry continues to flourish, driven by significant developments and investments in mobile and fixed-line services. According to the latest Malaysia Telecoms Industry Report by Idem Est Research, the market is characterized by three large network operators, a dominant fixed-line provider, and robust economic fundamentals, despite political uncertainties.

Key Highlights from the Report:

Celcom-Digi Merger: The merger of Celcom and Digi has been successfully completed, creating the largest telecommunications operator in Malaysia. More rational pricing should improve margins for CelcomDigi and the rest of the mobile industry before 5G ramping up.
5G Rollout: Malaysia's unique journey towards 5G is underway, with 61% of the country already covered by a single wholesale 5G network, carried out by Digital Nasional Berhad (DNB), a wholesale government monopoly. A competing 5G network is also on the card, bringing uncertainty to the market.
Mobile Subscribers and Revenue: The mobile market continues to experience robust growth, driven by population expansion and the transition to postpaid subscriptions. Idem Est Research predicts 40 million 5G subscribers by 2030, indicating a promising future for mobile services.
Advancing Broadband Infrastructure: The implementation of the FTTH (Fiber-to-the-Home) footprint is on track to reach 8 million premises by 2023 and 9 million by 2025. This achievement signifies significant progress in providing high-speed internet services to a growing number of households and businesses.
Expanding Broadband Subscribers: Fixed broadband subscriptions are on the rise, supported by healthy competition among industry players like TIME, Celcom, Maxis, and CelcomDigi. The Malaysian government's Jendela initiative aims to provide full-fibre networks to 98% of the population by the end of 2025, fostering further growth in the broadband sector.
Telecom Tower Infrastructure Boost: With an estimated 44,700 towers in 2022, the telecom tower infrastructure sector is witnessing growth. Companies like edotco, the infrastructure arm of Axiata, lead the market, with other mobile operators also playing significant roles. Possible consolidation of towercos in the future is anticipated to improve industry efficiency and implementation speed.
Promising Investment Opportunities: Infrastructure funds, pension funds, and government funds are showing increasing interest in telecommunications infrastructure assets such as mobile towers, data centres, submarine cables, and fibre infrastructure. The report sheds light on real market examples and valuation benchmarks in this domain.
"As the telecoms industry in Malaysia embraces technological advancements and strategic mergers, we anticipate a dynamic and competitive market landscape with more mergers and acquisitions in the short to medium term" said Landry Fevre at Idem Est Research. "However, with the potential 5G rollout, expanding broadband access, and evolving investment opportunities, the future of Malaysia's telecoms sector requires more certainty from the government."

The Malaysia Telecoms Industry Report by Idem Est Research provides comprehensive insights into the current market landscape, future projections, and key factors shaping the industry. For more details, access the full report on the Idem Est Research website.

"Idem Est Research forecasts that mobile subscribers will reach 45 million by 2030, while the fixed broadband market will continue to increase fibre penetration into more households, with over two-thirds of households on plans over 100Mbps. The telecommunications industry is expected to maintain revenue growth momentum, with an average growth rate of 1.7% from 2023 to 2030," says Landry Fevre, Director of Idem Est Research & Advisory.

Idem Est Research and Advisory's report on the Malaysia telecom market serves as a valuable resource for industry stakeholders, investors, and policymakers looking to gain a comprehensive understanding of the sector. The analysis highlights the immense potential and opportunities for both local and international players to contribute to the development and innovation of the telecommunications industry in Malaysia.

KEY COMPANIES MENTIONED IN THIS MALAYSIA TELECOMS INDUSTRY REPORT:
Allo, Altel, Astro, Axiata, Celcom, CelcomDigi, Digi, edotco, Maxis, OCK, REDtone, Sacofa, Telekom Malaysia, TIME dotCom, Usaha Tegas, U Mobile, ViewQuest and YTL

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

Malaysia Telecoms Industry Report - Table of Contents
1 Key Statistics
1.1 Malaysia Population
1.2 Malaysia's Economy
1.3 Malaysia's GDP
2 Overall Telecommunications Market, 2016-2030
2.1 Market Overview
2.2 Historical Telecommunications Market Revenue, 2016-2022
2.3 Overall Telecommunications Market Forecast, 2023-2030
2.4 Telecommunications Market Capital Expenditure, 2016-2030
2.4.1 Historical Telecommunications Capex Spend, 2016-2022
2.4.2 Capex to Revenue Benchmark
2.4.3 Telecommunications Capex Spend Forecast, 2022-2030
3 Telecommunications Operators Profile
3.1 Telekom Malaysia Profile
3.1.1 Telekom Malaysia Revenue and EBITDA Mix
3.2 Maxis Profile
3.2.1 Maxis Revenue and EBITDA Mix
3.1 CelcomDigi Profile
3.1.1 CelcomDigi Revenue, EBITDA and Capex Mix
3.1.2 Celcom Profile (Historical)
3.1 Time dotCOM Profile
3.1.1 TIME dotCom Revenue and EBITDA Mix
3.2 U Mobile Profile
3.2.1 Estimated U Mobile Revenue and EBITDA Mix
3.3 Digital Nasional Berhad Profile
3.3.1 Estimated DNB Capex Spending
3.4 Other Players Profile
3.4.1 Other Telecoms Operators
4 Mobile market
4.1 Mobile Subscribers Historical and Forecast, 2016-2030
4.1.1 Mobile Subscribers Historical, 2016-2022
4.1.2 Mobile Subscribers Market Share, 2016-2023
4.1.3 Malaysia Smartphone Share, 2023
4.1.4 Malaysia Mobile Subscribers Forecast, 2022-2030
4.1.5 Malaysia Mobile Subscribers by Generation (2G, 3G, 4G & 5G) Forecast, 2022-2030
4.2 Mobile Revenue Historical and Forecast, 2016-2030
4.2.1 Historical Mobile Revenue, 2016-2022
4.2.1 Mobile Revenue Market Share, 2016-2022
4.2.2 Mobile Revenue Forecast, 2022-2030
4.2.3 Mobile Subscribers ARPU, 2016-2030
4.3 Spectrum Holdings
4.3.1 Existing Spectrum Holdings and 5G
4.3.2 5G Rollout
4.3.3 Mobile Frequencies Portfolios Analysis
4.3.4 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, 2016-2022
5.2 Fixed Broadband Subscribers Forecast, 2022-2030
6 Fixed Telecommunications Infrastructure Investments
6.1 Government Plans - HSBB and NFCP (2010-2020)
6.2 Government Plans - Jendela (2020-2025)
6.3 Submarine Cables
7 Malaysia Telecom Towers Infrastructure Landscape
7.1 Malaysia Telecom Towers Market Analysis, 2022
7.1.1 Malaysia Telecom Towers Market Overview
7.1.2 Malaysia Telecom Towers Background
7.2 Malaysia Telecom Towers Market Competitive Landscape Comparison
7.2.1 Malaysia Telecom Towers Market Competitive Landscape Comparison
7.3 Malaysia Telecom Towers & Rooftops Market Forecast
7.3.1 Malaysia Telecom Towers Forecast, 2022-2030
7.3.2 Regulatory Considerations
7.4 edotco Profile
7.4.1 edotco Towers Key Performance Indicators
7.5 Sacofa Profile
7.5.1 Sacofa Key Performance Indicators
7.6 OCK Profile
7.6.1 OCK Key Performance Indicators
7.7 State-Backed TowerCos Profile
7.7.1 State-Backed Towercos Towers Key Performance Indicators
7.8 Telco Infrastructure Comparative
8 Thematics / Opportunities
8.1 Going for Scale
8.2 Going for Scope
8.3 New Telco Operating Model
8.3.1 The Attraction of Infrastructure Multiples
8.4 5G Developments
8.4.1 5G Overview
8.4.2 5G - Relative Capex Investments and Frequency Range
8.4.3 5G OpenRAN
8.4.4 Beyond 5G and Towards 6G
9 Telco M&A Transactions Database
10 Methodology
11 Copyright Notice

Figure 1 - Telco sector revenue as % of GDP in Malaysia
Figure 2 -Revenue Profile Historical Mix (MYR m), 2016 - 2022
Figure 3 -EBITDA Profile Historical Mix (MYR m), 2016 - 2022
Figure 4 - Telecommunications Market Revenue Pool, 2022
Figure 5 - Telecommunications Market EBITDA Pool, 2022
Figure 6 - Telecommunications Revenue & EBITDA Share Estimates, 2022
Figure 7 - Total Telecoms Market Revenue and Growth Rate (MYR bn), 2016-2030
Figure 8 - Capex to Revenue Benchmark, 2016-2022
Figure 9 - Telecommunications Capital Expenditure Spend, 2000-2030
Figure 10 - Telekom Malaysia Service Revenue Mix, 2016-2022
Figure 11 - Telekom Malaysia Historical Revenue Mix, 2016 - 2022 (MYR m)
Figure 12 - Maxis Revenue Mix, 2016-2022
Figure 13 - Maxis Historical Revenue Mix (MYR m), 2016-2022
Figure 15 - Digi & CelcomDigi Service Revenue Mix, 2016-2022
Figure 16 - CelcomDigi (formerly Digi) Historical Revenue Mix, 2016-2022 (MYR m)
Figure 14 - Celcom Revenue and EBITDA (MYR m), 2015-2021
Figure 17 - TIME dotCom Historical Revenue Mix, 2016-2022 (MYR m)
Figure 18 - Estimated U Mobile Historical Revenue Mix, 2016-2022 (MYR m)
Figure 19 - Mobile Subscribers Share Comparison, 2016-2023
Figure 20 - Malaysia Mobile Subscriber Share Comparison, 2016-2023
Figure 21 - Mobile Net Adds (000's) Comparison, 2016-2023
Figure 22 - Mobile Prepaid/Postpaid Net Adds (000's) Comparison, 2016-2023
Figure 23 - Mobile Subscribers Forecast, 2016-2030
Figure 24 - Malaysia Mobile Subscribers by Generation (2G, 3G, 4G & 5G) Forecast, 2022-2030
Figure 25 - Mobile Revenue Share Comparison, 2016-2022
Figure 26 - Mobile Revenue Forecast, 2022-2030
Figure 27 - Mobile Subscribers ARPU (MYR), 2016-2030
Figure 28 - Subscriptions per MHz of Spectrum, Select Asia-Pacific Countries, 2022
Figure 29 -Mobile Handsets Monthly Download Data, 2017-2022
Figure 30 - Data Pricing Trends in Asia-Pacific (USD per GB per month), 2017-2022
Figure 31 - Spectrum available for IoT in Malaysia
Figure 32 - Broadband Subscribers Share Comparison, 2016-2023
Figure 33 - Malaysia Net-Adds (000's) by Operators, 2016-2023
Figure 34 - Malaysia Broadband Services by Speed Tiers
Figure 35 - Malaysia Broadband Subscribers Forecast, 2022-2030
Figure 36 - Jendela 2020-22 Action Plan
Figure 37 - Malaysia Telecom Towers Market Share, 2022
Figure 38 - Malaysia Telecom Towers Forecast, 2022-2030
Figure 39 - Telecoms Providers EV/EBITDA Ranges
Figure 40 - 5G Network Slices Structure
Figure 41 - Effect of Frequency on Range
Figure 42 - 5G Capacity and Coverage Layers
Figure 43 - Relative Capex Required for 5G Network Infrastructure Investment
Figure 44 - Telecom Infra Project - OpenRAN Vision

Table 1 - Malaysia - Key Statistics
Table 2 - Telecommunications Market Revenue by Operators - 2016-2022
Table 3 - Total Telecommunications Market Revenue, 2023-2030
Table 4 - Historical Telecommunications Capex Spend, 2016-2022
Table 5 - Historical Telekom Malaysia Revenue, EBITDA & Capex, 2016-2022
Table 6 - Historical Maxis Revenue and EBITDA Mix, 2016-2022
Table 8 - Historical Digi and CelcomDigi 2022 Proforma Revenue, EBITDA & Capex, 2016-2022
Table 7 - Historical Celcom Revenue and EBITDA Mix, 2015-2021
Table 9 - Historical TIME dotCom Revenue, EBITDA & Capex, 2016-2022
Table 10 - Historical Estimated U Mobile Revenue, EBITDA & Capex, 2016-2022
Table 11 -Estimated DNB Capex Spending, 2016-2022
Table 11 - Historical Mobile Subscribers, 2016-2023
Table 12 - Malaysia Mobile Subscribers Forecast, 2022-2030
Table 13 - Malaysia Mobile Subscribers by Generation (2G, 3G, 4G & 5G) Forecast, 2022-2030
Table 14 - Historical Mobile Service Revenue, 2016-2022
Table 15 - Historical 'Big 3' and U Mobile Blended Mobile ARPU, 2016-2022
Table 16 - Mobile Frequencies by Operators and by Band (MHz)
Table 17 - Historical Broadband Subscribers, 2016-2023
Table 18 - Historical Broadband Monthly ARPU, 2016-2023
Table 19 - Malaysia Broadband Subscribers Forecast, 2022-2030
Table 20 - International Submarine Cable Systems with Landing Stations in Malaysia
Table 21 - Malaysia Telecom Towers Market Analysis, 2022
Table 22 - Malaysia Tenant Indicative Tower Leasing Annual Fees
Table 23 - Malaysia Telecom Towers Market Competitive Landscape Comparison
Table 24 - Malaysia Telecom Towers, Revenue, Mobile Subscribers, Penetration & ARPU Forecast, 2022-2030
Table 25 - edotco Key Performance Indicators, 2022
Table 26 - Sacofa Key Performance Indicators, 2022
Table 27 - OCK Key Performance Indicators, 2022
Table 28 - State Backed Company TowerCos Market Analysis, 2022
Table 29 - State-Backed Towercos Towers Key Performance Indicators, 2022
Table 30 - Telekom Malaysia, Maxis, Digi, Axiata and TIME dotcom Telecoms Infrastructure Landscape
Table 31 - Technology Specifications (ADSL, FTTN, Fibre, 4G/LTE, 4G/LTE-A and 5G)
Table 32 - Telco Transaction Database, 2014-2022

Contact Information:
For media inquiries, please contact:
Landry Fevre
Woonona Rd
Northbridge, NSW 2063
Australia
landry@idemest.com
SOURCE: Idem Est Research & Advisory

About Idem Est Research Advisory
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.

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