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Telecommunications and Capital Investments, 2012-2017: Impacts of the
Financial Crisis on Worldwide Telecommunications
a market research report
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The global economic meltdown that began in
September, 2008 is still with us, coloring the current economic picture
in shades of grey --- and the Euro-zone outlook tending toward even
deeper gloom. But what is the consequence for the telecom sector? After
all, telecommunications and the Internet are now vital platforms,
underpinning trade, industry, finance, and personal communications
worldwide.
Services are coming under pricing pressure and margins are eroding,
which in turn will affect investment in infrastructure and new
technology. Will the credit crunch derail investments in NGNs and
converged services? Does the dot-com bust earlier in the decade provide
clues for the way forward? Furthermore, how will OEMs fare during the
economic maelstrom, where are the opportunities for operators, what are
the risks, and which operators are best equipped to weather the crisis?
This report explores the impact of the financial crisis on the telecom
sector by quantifying it in dollar terms; then breaking out operator
capex spend into its four principal tangible asset categories:
equipment; plant ; spectrum license; and other items. Estimates of spend
are allocated to fixed line, mobile, and broadband providers. The focus
of the analysis will be on operators in North America (breakouts for US
and Canada); Europe (breakouts for UK, France, Germany; Asia-Pacific
(breakouts for
Japan, China, India); Latin America-Caribbean; and Africa.
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Report Excerpt
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These are turbulent times. The credit market
difficulties that had simmered for years erupted into a full-blown financial
crisis in September of 2008 which shook the global economic system to its
foundation. Economic growth returned in late 2009: although recovery was
expected to be slow, it was nonetheless expected to be sustainable and was
expected to reduce high unemployment and improve government
finances—especially in developed countries. On the other hand, the
economies of Brazil, Russia, India, China and South Africa (collectively
referred to as BRICS) as well as other select emerging market countries
continued to report solid growth throughout the crisis. This meant that
there existed a reasonable probability that growth would return globally.
And indeed, the world economy was picking up steam and appeared to be on
the verge of a rebound, or so it was hoped.
Unfortunately, it did not turn out that way: just as
the European economies were moving into growth territory in 2010 the
sovereign debt crisis of the Euro zone struck, with Portugal, Ireland and
Greece in rapid succession needing European Union (EU) bail-outs if they
were to avoid debt default. These three countries had by mid-2010 been de
facto shut out of the private bond markets because of a loss of investor
confidence in their ability to honor their respective financial obligations.
The contagion then spread to Spain and Italy, and then to Cyprus, and now
Slovenia is being pushed also into the maelstrom of contagion. Will France
and Belgium be next? Already today they are in the cross hairs of rating
agencies.
Unfortunately, there is no easy fix to the sovereign
debt crisis. As a matter of fact, there exists a real possibility of the
common currency imploding due to faulty assumptions at its creation; namely,
that countries could continue to manage their Euro denominated economies on
a national level. Recent events have proved ....................
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Market Segmentation
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Total Captial Expenditures by Region with Country Break-Outs
North America
US
Canada
Europe
UK
Germany
France
Asia-Pacific
Japan
China
India
Latin America - Caribbean
Africa
Revenue by Region with Country Break-Outs
Revenue by Population Count
Capital Expenditure as a Percent of
Revenue
Captial Expenditures by Investment Category by Region & Country
Equipment
Plant
Licenses
Other
Capex Investment by Operator Type by Region
Fixed Line
Mobile
Broadband
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Table of Contents
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Chapter I
EXECUTIVE SUMMARY
1.1 The Current Picture: Grey
1.2 What We Analyzed
1.3 Summary of Findings
1.4 elecom Industry Capital Expenditures by Region
Chapter II
FINANCIAL CRASH: RECESSION, BAILOUTS AND INSOLVENCIES
2.1 Economic Conditions and Outlook
2.2 Telecommunications Sector Outlook
2.3 Is this Crisis a Déjà vu?
Chapter III
RECESSION ECONOMICS: THE POST-CRISES TELECOMMUNICATIONS SECTOR
3.1 North American Capital Expenditure Indicators
3.2 European Capital Expenditure Indicators
3.3 Africa Capital Expenditure Indicators
3.5 Asia-Pacific Capital Expenditure Indicators
3.6 Latin America-Caribbean Capital Expenditure Indicators
3.7 Worldwide Capital Expenditure Indicators
Chapter IV
RECESSION DYNAMICS: STAKEHOLDER PROSPECTS AND CHALLENGES
4.1 Telephone Operators
4.1.1 Fixed Line
Operators
4.1.2 Mobile Operators
4.2 Service Providers: Finding a New Value Proposition?
4.3 OEMs
Chapter V
IMPACT OF THE FINANCIAL CRISES ON CAPITAL INVESTMENTS
5.1. The Financial Crises: Investment and Financing
5.2 Capital Spending Post-Financial Crash: Trends
and Forecasts
5.3 Forecasting Sources & Methodology
5.3.1 The
Sources
5.3.2 The
Methodology
5.4 Capex Forecasts
5.4.1 North America
5.4.2 Europe Capex
Forecast
5.4.3 Asia Pacific Capex
Forecasts
5.4.4 Africa Capex
Forecasts
5.4.5 Latin America –
Caribbean Capex Forecasts
5.4.6 Global Capex Forecast
5.5 Analysis of Equipment Sales Trends
5.6 Analysis of Infrastructure Sales
5.7 Operator Market Segment Investments
5.8 What the Future Holds
Table of Figures
Chapter I
I-1 Operator Capex in Selected Geographies, 2009-2017
Chapter V
V-1 Operator Capex in the Regions, 2012-2017
V-2 Global Capex by Investment Category, 2012-2017
V-3 North American Capex Investment by Operator Type,
2012-2017
V-4 Europe Capex Investment by Operator Type, 2012-2017
V-5 Africa Capex Investment by Operator Type, 2012-2017
V-6 APAC Capex Investment by Operator Type, 2012-2017
V-7 LAC Capex Investment by Operator Type, 2012-2017
Table of Tables
Chapter I
I-1 Operator Capex in Selected Geographies, 2009-2017
Chapter III
III-1 North America Capex, 2011-2017
III-2 North America Capex as a Percent of Revenue,
2012-2017
III-3 North America Revenue and Capex per Population,
2012-2017
III-4 Europe and Select Country Capex, 2011-2017
($Billions)
III-5 Europe and Select Country Capex per Population,
2012-2017
III-6 Europe Revenue and Revenue per Population, 2012-2017
III-7 Africa Capex, 2011-2017
III-8 Africa Capex per Population, 2012-2017
III-9 Africa Capex as a Percent of Revenue and Revenue per
Population, 2012-2017
III-10 APAC and Select Country Capex, 2011-2017
III-11 APAC and Select Country Capex per Population, 2012-2017
III-12 APAC Capex as a Percent of Revenue, 2012-2017
III-13 APAC Revenue per Population, 2012-2017
III-14 LAC Region Capex, 2012-2017
III-15 LAC Region Capex per Population, 2012-2017
III-16 LAC Region Capex as a Percent of Revenue, 2012-2017
III-17 LAC Region Revenue per Population, 2012-2017
III-18 Worldwide Capex as a Percent of Revenue, 2012-2017
III-19 Worldwide Revenue and Capex per Population, 2012-2017
Chapter V
V-1 Operator Capex in the Regions, 2012-2017
V-2 North America Capex by Investment Category, 2012-2017
V-3 United States Capex by Investment Category, 2012-2017
V-4 Canada Capex by Investment Category, 2012-2017
V-5 Europe Capex by Investment Category, 2012-2017
V-6 UK Capex by Investment Category, 2012-2017
V-7 Germany Capex by Investment Category; 2012-2017
V-8 France Capex by Investment Category, 2012-2017
V-9 APAC Region Capex by Investment Category, 2012-2017
V-10 Japan Capex by Investment Category, 2012-2017
V-11 China Capex by Investment Category; 2012-2017
V-12 India Capex by Investment Category, 2012-2017
V-13 Africa Capex by Investment Category; 2012-2017
V-14 LAC Region Capex by Investment Category, 2012-2017
V-15 Global Capex by Investment Category, 2012-2017
V-16 North American Capex Investment by Operator Type, 2012-2017
V-17 Europe Capex Investment by Operator Type, 2012-2017
V-18 Africa Capex Investment by Operator Type, 2012-2017
V-19 APAC Capex Investment by Operator Type, 2012-2017
V-20 LAC Capex Investment by Operator Type, 2012-2017
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Pricing Information
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Hard Copy
Price
$ 3995
Electronic Copy Price
(PDF License Descriptions)
$ 4695 Single-User Printable PDF
$ 6995 6-Seat Printable PDF
$ 10000 Unlimited Corporate-Wide Distribution
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Telecom
Market
Research,
