Russian Telecom Market in 2007 - Consolidation, Broadband Internet and VSAT Growth
2007 was the year of consolidation in the telecommunications industry. By far the largest merger shook buy the mobile operators' status quo. Mikhail Fridman, Alfa Group, the owner, which blessed a large share of VimpelCom, a deal to Golden Telecom, one of Russia's largest provider of alternative fixed line provider holds. The transaction, which value of USD 4.3 billion, created the first Russian mega-fixed mobile player. VimpelCom, Russia's number two mobile carrier, mobile servicesover 65 million subscribers in Russia, Armenia, Kazakhstan, Ukraine, Georgia, Tajikistan and Uzbekistan, decided to diversify their services into the mobile broadband. Golden Telecom, which trades on the NASDAQ, and holds a large part of the Russian Internet, voice and data market seems to be content. In the meantime, Golden Telecom has announced that it has invested more than $ 1 billion to expand its fiber optic network to the area with a population of 65 plans coverMillion.
Broadband Internet continues to be the most important driver of the telecom market. Nationwide ADSL is one of the fastest growing segments of the broadband market remained. However, despite the dominance of DSL, wireless LAN services over Wi-Fi or WiMAX connections quickly to an inexpensive alternative to DSL. By the end of 2007, broadband penetration in Russia was estimated at 3.2%.
Broadband technologies also reinforces IPTV and HDTV exposure. Of course, Moscow and St.Petersburg lead in this market segment. Border regions have only 17% of PC penetration, while Moscow is well over 70%. At the same time 50% of Moscow BWA connection. have technology as great opportunities to support broadband technologies such as VDSL, HDSL, ADSL2 + and FTTx. For example, in Moscow, where most of the last mile is copper, FTTC technology is widespread. The reason is that Moscow Introduction BWA networks started much later than Europe, and was lucky enough to choose moremodern technology. As a result, the FTTx share in Moscow more than 50%, depending on mforum. Even in remote regions other technology combinations to be used for BWA, including FTTB, FTTH and FTTC.
Triple Play market showed a healthy growth of about 25% to 30% in 2007. According to the National Cable Networks, a total investment in BWA and triple play markets may reach 4 billion U.S. dollars in 2008. In April 2007 there were over 1 million Russian cable-TV subscribers, and 7.4% ofAll cable TV subscribers used digital TV. Today, Russian participants have at least 50 channels to choose from. Nearly 10% (4.7 million households) of the Russian digital TV households watched.
Various sources estimate Russia's long-distance communications market size at about $ 3-3.5 billion in 2007. CNews Analytics believes that the volume of Russian and international inter-city communications in 2007 reached approximately 2.2 billion U.S. $. Inter-zonal communication alone brought 1.3 billion U.S. dollars. TheInter-city communications market segment holds 43.3% of the long-distance market, while 36.4% and Interzone Transport International Accounts for 20.3%, according to CNews Analytics.
According to Rostelecom lost its monopoly on long distance communication, other operators jumped on the moving train. Today, MTT, Golden Telecom, TransTeleCom, Orange Business Services, Arctel Synterra and also offer long-distance communications services nationwide. ComStar also plans to benefit its dividend.Total by CNews analytics, about 30 companies have licenses for large distances in Russia.
Rostelecom continues to hold great power over the long distance market, according to its own research, 57% of the market. Most of its revenue, about 80%, from afar. Nevertheless, by the end of 2007, the inter-city communications market grew only by 0.7% while their share in the international market segment fell by 6.8%.
Golden Telecom good results,which says that over 1 million customers used its long-haul communications in 2007. MTT doubled its sales of 92 million U.S. dollars to $ 208 million in 2007, and for the sources of the company met its share of the long-distance communications market 6.8%.
The biggest news is that Russian mobile operators are keen on developing this market. MTS plans to start 6000 km of the network in 2008 and 2011 is set, build another, 12,000 to 15,000 km of the network. VimpelCom built a network of7,000 in 2007. Of course, newly acquired Golden Telecom adds a significant capacity in this market. In addition, VimpelCom is building more than 1,000 km. MegaFon's backbone network has about 10,000 km.
Communication Ministry announced that were built in the first nine months of 2007, over 6,000 km from the international communications cables, which is a 48.5% over the previous quarter. Cited by liberalized market and long-distance explosive growth in traffic transit market, and newRegulations require new operators to build their own networks nationwide, operators invested heavily in infrastructure upgrades.
One of the highlights of this year in the large carrier market segment was the launch of the new undersea fiber optic cable system between Russia and Japan by TransTeleCom and NTT Communications (NTT Com). The new 570 km DWDM network has a capacity of 640 Gbit / s, and has a great potential for the development of Eurasian transport. According to CNews, the NGN marketin Russia about $ 1.5 billion in 2009.
Mobile operators ARPU figures surprised analysts with peaking. In fact showed the ARPU of MTS and VimpleCom very high rates compared to Western managers. The whole market exceeded USD 22 billion in 2007, while the operators continue to invest in network expansion. In 2012, mobile Internet services are expected to increase by around 10% of all revenues of mobile operators, mobile service segment, that are bringing some 3.4 billion dollars, according toMTS Leonid Melamed CEO.
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