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通信会社のCAPEX

Telecom Capex

デローログループ(Dell’Oro Group)のAdvanced Research Reportsシリーズ

 

出版社 出版年月価格 ページ数図表数
Dell'Oro Group
デローログループ
2020年9月お問い合わせください 46 40

サマリー

この調査レポートは世界の通信会社のCAPEXを詳細に調査・分析したデータを提供しています。

主な掲載内容(目次より抜粋)

  • 特定キャリア別CAPEX
    • 特定キャリア計
    • 無線:北米
    • 無線:欧州
    • 無線:中東&アフリカ
    • 無線:アジア太平洋地域
    • 無線:カリブ海諸国とラテンアメリカ
    • 有線:北米
    • 有線:欧州
    • 有線:中東&アフリカ
    • 有線:アジア太平洋地域
    • 有線:カリブ海諸国とラテンアメリカ
  • 特定キャリア別収益
    • 特定キャリア計
    • 無線:北米
    • 無線:欧州
    • 無線:中東&アフリカ
    • 無線:アジア太平洋地域
    • 無線:カリブ海諸国とラテンアメリカ
    • 有線:北米
    • 有線:欧州
    • 有線:中東&アフリカ
    • 有線:アジア太平洋地域
    • 有線:カリブ海諸国とラテンアメリカ
  • 収益のCAPEX比
    • 特定キャリア計
    • 無線:北米
    • 無線:欧州
    • 無線:中東&アフリカ
    • 無線:アジア太平洋地域
    • 無線:カリブ海諸国とラテンアメリカ
    • 有線:北米
    • 有線:欧州
    • 有線:中東&アフリカ
    • 有線:アジア太平洋地域
    • 有線:カリブ海諸国とラテンアメリカ
  • 無線契約数
    • 合計
    • 北米
    • 欧州
    • 中東&アフリカ
    • アジア太平洋地域
    • カリブ海諸国とラテンアメリカ
    • 技術別(LTE、5G NRなど)

The top fifty carriers in the world collectively generated combined annual revenue and investments of well over $1.4 T this past year. Our Telecom Capex bi-annual reports (previously called Carrier Economics bi-annual reports) track the revenue and capital expenditure (capex) trends for these fifty-plus carriers. We estimate that these carriers account for roughly 80% of worldwide capex and revenue.

We believe carrier revenue and capex trends can to some degree explain telecom equipment manufacturer revenue trends. The highly granular information provided in this report will enable carriers, system and component vendors, equity researchers, and regulatory bodies to assess growth opportunities and to observe performance practices in the telecom sector.

The report reveals the answers to key business questions such as:

  • What is the relationship between capex and telecom equipment manufacturer revenue trends?
  • What is the relationship between telecom capex and revenue?
  • Which regions are investing most heavily in capex and what are the technologies driving this investment?
  • What is the performance on a revenue basis of key global carriers?
  • How have the top five carriers investment levels changed over time?
  • How fast are revenues for wireless versus wireline investments changing?
  • What will drive revenue and capex investments?

To answer these and other important questions, Dell’Oro Group delivers bi-annual reports revealing telecom capex data.



目次

Table of Contents

Executive Summary

Significant Changes .................. 1
Overview ...................... 1
Carrier Maps ..................... 8

Capital Expenditures by Selected Carriers

Table 1: Total Selected Carriers................ 1
Table 2: Wireless - North American Selected Carriers ............ 2
Table 3: Wireless - European Selected Carriers ............... 3
Table 4: Wireless - Middle Eastern & African Selected Carriers ............. 4
Table 5: Wireless - Asia Pacific Selected Carriers ............... 5
Table 6: Wireless - Caribbean and Latin America Selected Carriers ........... 7
Table 7: Wireline - North American Selected Carriers ............ 8
Table 8: Wireline - European Selected Carriers ............... 9
Table 9: Wireline - Middle Eastern & African Selected Carriers ........... 10
Table 10: Wireline - Asia Pacific Selected Carriers ............... 11
Table 11: Wireline - Caribbean and Latin America Selected Carriers ........... 13

Revenues by Selected Carriers

Table 12: Total Selected Carriers................ 14
Table 13: Wireless - North American Selected Carriers ............ 15
Table 14: Wireless - European Selected Carriers ............... 16
Table 15: Wireless - Middle Eastern & African Selected Carriers ............. 17
Table 16: Wireless - Asia Pacific Selected Carriers ............... 18
Table 17: Wireless - Caribbean and Latin America Selected Carriers ........... 20
Table 18: Wireline - North American Selected Carriers ............ 21
Table 19: Wireline - European Selected Carriers ............... 22
Table 20: Wireline - Middle Eastern & African Selected Carriers ............. 23
Table 21: Wireline - Asia Pacific Selected Carriers ............... 24
Table 22: Wireline - Caribbean and Latin America Selected Carriers ........... 26

Capital Expenditures as a Percentage of Revenue

Table 23: Total Selected Carriers................ 27
Table 24: Wireless - North American Selected Carriers ............ 28
Table 25: Wireless - European Selected Carriers ............... 29
Table 26: Wireless - Middle Eastern & African Selected Carriers ............. 30
Table 27: Wireless - Asia Pacific Selected Carriers ............... 31
Table 28: Wireless - Caribbean and Latin America Selected Carriers ........... 32
Table 29: Wireline - North American Selected Carriers ............ 33
Table 30: Wireline - European Selected Carriers ............... 34
Table 31: Wireline - Middle Eastern & African Selected Carriers ............. 35
Table 32: Wireline - Asia Pacific Selected Carriers ............... 36
Table 33: Wireline - Caribbean and Latin America Selected Carriers ........... 37

Wireless Subscriptions

Table 34: Total .................... 38
Table 35: North America .................... 39
Table 36: Europe..................... 40
Table 37: Middle East & Africa .................. 41
Table 38: Asia Pacific ..................... 42
Table 39: Caribbean and Latin America ................. 44
Table 40: Air Interface .................... 45

 

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プレスリリース

COVID-19 Not Enough to Impact Telecom Capex According to Dell’Oro Group

REDWOOD CITY, Calif. - September 30, 2020 - According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, following three years of declining telecom capex trends between 2015 and 2018 preliminary readings suggest that the upswing that began in 2019 extended into 1H2020 with worldwide telecom capex?the sum of wireless and wireline telecom investments?recording stable growth in nominal US Dollar terms and advancing at a mid-single-digit rate under constant currency conditions.

“We are still operating in unchartered territories but at this point, it appears that the market sentiment for infrastructure investments is improving and the nadir is now in the past,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “We attribute the disconnect between the underlying economy and aggregate capex developments to three key factors including the dependence on connectivity, the transition from 4G to 5G, and the fact that the nature and duration of this recession appear to be different than the typical downturn,” continued Pongratz.

Additional highlights from the September 2020 3-year Telecom Capex Forecast:

  • The telecom industry is not immune to COVID-19 but the negative impact in slower to adopt MBB markets will likely not be as severe in this recession as in previous downturns.
  • Global capex growth for the 2019-2022 period is projected to improve at a CAGR of 2 percent, underpinning projections that the outlook remains favorable with wireless capex advancing at a 4 percent CAGR.
  • Constrained operator revenue growth is expected to be one of the primary inhibitors of further telco capex acceleration.

About the Report

The Dell’Oro Group Telecom Capex Report provides in-depth coverage of more than 50 telecom operators highlighting carrier revenue, capital expenditure, and capital intensity trends.  The report provides actual and 3-year forecast details by carrier, by region by country (United States, Canada, China, India, Japan, and South Korea), and by technology (wireless/wireline). 

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