South Africa Telecom Operators Country Intelligence Report

'South Africa Telecom Operators Country Intelligence Report,' a new Country Intelligence Report provides an executive-level overview of the telecommunications market in South Africa today, with detailed forecasts of key indicators up to 2028. Published annually, the report provides detailed analysis of the near-term opportunities, competitive dynamics, and evolution of demand by service type and technology/platform across the fixed telephony, broadband, mobile, and pay-TV markets as well as a review of key regulatory trends.

The total telecom and pay-TV service revenue in South Africa will grow at a CAGR of 2.2%, during 2023-2028 period, primarily driven by revenue growth in fixed broadband and mobile data segments. Mobile data revenue will increase at a five-year CAGR of 7.8%. This growth will be driven by the expansion of mobile subscriber base, growing 4G subscriptions, projected growth in 5G service adoption, increasing mobile internet subscriptions, and increasing in mobile data ARPU over the forecast period. Fixed broadband service revenue will also increase during 2023- 2028, supported by robust growth in FTTH subscriptions and strong growth in fixed wireless lines. Pay-TV service revenue in South Africa will decline marginally during 2023-2028 due to a decline in DTH ARPU.

The Country Intelligence Report provides in-depth analysis of the following:

• Demographic and macroeconomic context in South Africa.
• The regulatory environment and trends: a review of the regulatory setting and agenda for the next 18-24 months as well as relevant developments pertaining to spectrum licensing, DTT migration, IoT regulations, etc.
• Telecom and pay-TV services market outlook: analysis as well as historical figures and forecasts of service revenue from the fixed telephony, broadband, mobile voice, mobile data, and pay-TV markets.
• The competitive landscape: an examination of the positioning of leading players in the telecom services market as well as subscription market shares across segments.
• Company snapshots: analysis of the financial position of leading service providers in the telecommunications markets.
• Underlying assumptions behind our published base-case forecasts as well as potential market developments that would alter, either positively or negatively, our base-case outlook.

Scope

• The overall telecom services revenue in South Africa will grow at a CAGR of 2.2% during the 2023-2028 forecast period.
• 4G will remain the leading mobile technology in South Africa during 2023-2028, supported by operators’ focus on the expansion and modernization of 4G networks in the country. 5G’s share will increase to 27.9% in 2028 as operators invest in expanding their 5G footprints across the country.
• Vodacom South Africa will account for a majority share of total mobile subscriptions in 2023. Vodacom’s leadership in the mobile segment will be bolstered by its emphasis on mobile network upgrades; expansion of 5G services; and improving network coverage, network resilience, and capacity, especially in rural areas.

Reasons to Buy

• This Country Intelligence Report offers a thorough, forward-looking analysis of South Africa’s telecommunications markets, service providers, and key opportunities in a concise format to help executives build proactive and profitable growth strategies.
• Accompanying the Publisher's Forecast products, the report examines the assumptions and drivers behind ongoing and upcoming trends in South Africa’s mobile communications, fixed telephony, broadband markets, including the evolution of service provider market shares.
• With more than 20 charts and tables, the report is designed for an executive-level audience, boasting presentation quality.
• The report provides an easily digestible market assessment for decision-makers built around in-depth information gathered from local market players, which enables executives to quickly get up to speed with the current and emerging trends in South Africa’s telecommunications markets.
• The broad perspective of the report coupled with comprehensive, actionable detail will help operators, equipment vendors and other telecom industry players succeed in the challenging telecommunications market in South Africa.