African Broadband, Triple Play and Converged Markets

Contents

Introduction

Key findings

1. Triple play and converged markets – dealing with African realities

1.1 Delivery methods and costs

1.2 Service offers and retail prices

1.3 Potential market size and the elements of a successful African offer

1.4 Key African players – Vertically integrated telcos

1.5 Cable operators

1.6 Larger incumbent telcos

1.7 Pay TV operators

1.8 Alternative insurgent challengers

1.9 Those sitting out the dance?

1.10 Making strategic alliances

1.11 Converged broadband services outside of Triple Play (mobile, mobile broadband and mobile TV)

2. Retail broadband price comparisons – market trends and user surveys

2.1 Broadband pricing for different capacity levels

2.2 South Africa – How to complicate the business model

2.3 Mobile Internet broadband pricing

2.4 Broadband pricing trends (Morocco, Senegal and South Africa)

2.4 Summary of subscriber numbers (overall, by geography and by type of delivery)

2.5 Relationship between pricing and subscriber numbers

2.6 Factors affecting retail prices

3. The question of content – the Internet as media and who’s using what content?

3.1 User and content use patterns in Top Tier Markets (Algeria, Egypt, Morocco, Nigeria, South Africa and Tunisia)

3.2 User and content use patterns in Mid Tier Markets (Angola, Ghana, Kenya, Mozambique, Senegal, Tanzania and Uganda)

3.3 User and content use patterns in Low Tier Markets (Burundi, Rwanda and Togo

4. Mapping of broadband deployments

4.1 ADSL

4.2 Fixed wireless (CDMA, Wi-Fi and Wi-MAX)

4.3 Other wireless (VSAT)

4.4 Cable and powerline

4.5 GSM Mobile (2.5G, 3G, HSPDA and others)

Boxes

Box 1: What are Triple Play and converged services?

Box 2: BT Vision’s business model emphasises VOD

Box 3: Orange – The Livebox business model

Box 4: Mobile TV – What is DVB-H?

Box 5: Mobile Internet content in South Africa – What’s being looked at?

Appendix A: African Broadcast Markets (2007-2012) workbook

Worksheet 1: African Internet subscriber totals (1998-2012), including summary of breakdown by type

Worksheet 2: Total Paying Internet Accounts (1998-2012)

Worksheet 3: Dial up Internet Subscribers (1998-2012)

Worksheet 4: ADSL Subscribers (1998-2012)

Worksheet 5: ADSL Networks Deployed in Africa

Worksheet 6: Cable TV subscribers (1998-2012)

Worksheet 7: Total Wireless Internet Accounts (1998-2012)

Worksheet 8: FWA Networks Deployed in Africa

Worksheet 9: WiMAX Networks Deployed in Africa

Worksheet 10: iBurst Networks Deployed in Africa

Worksheet 11: GSM Networks Deployed in Africa

Worksheet 12: CDMA Networks Deployed in Africa

Appendix B: Pricing and subscriber numbers survey for broadband products in Africa (2007)

Charts

Chart 1: Africa - Paying Internet Accounts by type (1998-2012)

Chart 2: Broadband subscribers in OECD countries – Q2 2007, by type

Chart 3: Broadband subscribers in African countries – Q4 2007, by type

Chart 4: ADSL prices in selected countries at a bandwidth level of 128 kbps

Chart 5: ADSL prices in selected countries at a bandwidth level of 256 kbps

Chart 6: ADSL prices in selected countries at a bandwidth level of 512 kbps

Chart 7: ADSL prices in selected countries at a bandwidth level of 1MB

Chart 8: ADSL prices in selected countries at a bandwidth level of 2 Mbps

Chart 9: Mobile Internet – Comparisons of average price per 1GB transfer across 16 countries

Chart 10: Mobile Internet – Quarterly growth comparisons between Mobile and DSL Internet subscribers

Chart 11: Maroc Telecom – Fall in price of 128 kbps connection (2003-2008)

Chart 12: Maroc Telecom – Fall in price of 512 kbps connection (2003-2008)

Chart 13: Maroc Telecom – Fall in price of 1MB connection (2003-2008)

Chart 14: Maroc Telecom – Breakdown of DSL subscribers by bandwidth (March 2006)

Chart 15: Maroc Telecom – Breakdown of DSL subscribers by bandwidth (June 2006)

Chart 16: Sonatel – Fall in price of 512 kbps connection (2003-2008)

Chart 17: Sonatel – Fall in price of 1MB connection (2003-2008)

Chart 18: Sonatel – Fall in price of 2MB connection (2003-2008)

Chart 19: Telkom South Africa – Access charges for a 348 kbps connection (2005-2007)

Chart 20: Telkom South Africa – Access charges for a 512 kbps connection (2005-2007)

Chart 21: Telkom South Africa – Access charges for a 4 Mbps kbps connection (2005-2007)

Chart 22: Telkom South Africa – Retail price of a 348 kbps connection + 2GB data cap (2005-2008)

Chart 23: Telkom South Africa – Retail price of a 4 Mbps connection + 3GB data cap (2005-2008)

Chart 24: Geographic distribution of ADSL subscribers in Egypt (2007)

Chart 25: Geographic distribution of Ghana Telecom ADSL subscribers (2007)

Chart 26: Senegal – Paying Internet accounts by type (1998-2012)

Chart 27: Angola – Breakdown of Internet subscribers by service delivery type (June 2007)

Chart 28: Angola – Paying Internet accounts by service delivery type (1998-2012)

Chart 29: Broadband penetration, OECD and Africa, 2007

Chart 30: ADSL subscriber up-take in Senegal against tariff levels (2003-2005)

Chart 31: Senegal – Falls in tariffs by download capacity (256, 512, 1024, and 2048)

Chart 32: Comparisons of ADSL penetration of fixed lines, OECD and Africa (2007)

Chart 33: Algeria – Internet Access and Use

Chart 34: Internet Access and Use in Egypt

Chart 35: Morocco – Daily media use

Chart 36: Internet Access and Use in Morocco

Chart 37: Morocco – Weekly Internet Users by Age

Chart 38: Morocco – Weekly Internet Users by Education

Chart 39: Nigeria – Daily use of different media

Chart 40: South Africa: Weekly media use

Chart 41: Internet Access and Use in Tunisia

Chart 42: Tunisia – Weekly Internet Users by Gender

Chart 43: Tunisia – Weekly Internet Users by Age

Chart 44: Tunisia – Weekly Internet Users by Education

Chart 45: Ghana - Media (daily use)

Chart 46: Senegal – ‘Yesterday’ Media Use

Chart 47: Tanzania – Media equipment ‘Yesterday’ use

Chart 48: Rwanda – Daily media use

Chart 49: Togo – Daily media use

Tables

Table 1: Monthly fixed line expenditure – 13 selected countries showing high and low

Table 2: Have access to computer and Internet – 13 selected countries (%)

Table 3: Percentage of households with TV – 13 selected countries

Table 4: Size of middle class compared to TV and PC ownership

Table 5: Cable, IP-TV and satellite subscribers (2008 and 2010 estimate) and PC ownership and potential Triple Play subscribers – six key markets

Table 6: Top six countries with DSL prices under US$50 for 512 kbps

Table 7: South Africa – rate comparison for shaped and unshaped bandwidth

Table 8: South Africa – Service price comparisons by bandwidth

Table 9: South Africa - Service price comparisons by bandwidth and data allowance

Table 10: Mobile Internet - Cost per minute comparisons for four selected countries

Table 11: Mobile Internet – Comparisons of unlimited access monthly for five selected countries

Table 12: Pricing gap between mobile and DSL Internet in eight countries

Table 13: Mobile Internet – Price comparisons of data outside the bundle in 11 countries

Table 14: National backbone bandwidth on a cost per kilometre basis

Table 15: The Internet as part of broader media – Daily use comparisons (%) of TV, radio and Internet (17 countries)

Table 16: Most used information sources in North Africa (daily)

Table 17: Use of the Internet – 13 selected countries (%)

Table 18: Daily or almost daily use of the Internet (%)

Table 19: Algeria – Most used information sources (%)

Table 20: Algeria – Top 15 Channel Websites by weekly visits (% total)

Table 21: Egypt – Most used Information sources (%)

Table 22: Top ten websites in Egypt

Table 23: Morocco – Most used information sources (%)

Table 24: Morocco – Top 10 websites by visits

Table 25: Tunisia – Most used information sources (%)

Table 26: Tunisia – Top websites by Monthly Visits (%of total)

Table 27: Remaining ADSL Market – ADSL subscribers as a percentage of fixed lines in service, 2007 (28 countries)

Table 28: Broadband penetration – Price against income (35 selected countries)

Table 29: Geographic distribution of broadband (2005-2007)

Table 30: Broadband deployments, By type of Operator, Survey of 250 selected African operators (2005-2007)

Table 31: Summary of operators providing ADSL services (2005-2007)

Table 32: Geographic spread of ADSL coverage for individual operators

Table 33: Summary of operators offering Fixed Wireless Access (2005-2007)

Table 34: Breakdown of operators offering FWA

Table 35: Summary of operators offering iBurst

Table 36: Summary of operators offering Wi-MAX (2005-2007)

Table 37: Summary of operators offering various versions of CDMA (2005-2007)

Table 38: Summary of operators offering cable services (2005-2007)

Maps

Map 1: Percentage who can afford televisions

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