TECH SUPPLIER Feb 2019 - Market Perspective - Doc # US44158619

Worldwide Telecommunications Capex 2018: Overview of Top 10 Global Service Providers

By: Courtney MunroeResearch Vice President, Worldwide Telecommunications Research, Venkatesh MahaleSenior Research Analyst, Worldwide Telecommunications, Ragupathy Vellappa

Table of Contents

Executive Snapshot

Figure: Executive Snapshot: Worldwide Telecommunications Capex 2018

New Market Developments and Dynamics

Top 10 Carrier Groups Capex Spending Review

Figure: Worldwide Capital Expenditure by Top 10 Carrier, FY16, FY17, 1H17, and 1H18

Table: Worldwide Capital Expenditure in Reported Currency by Top 10 Carrier, 1H16–2H18 (B)

United States

AT&T: Ready for 5G Commercial Launch, with Continuing Fiber Investments

Table: AT&T Wireless and Wireline Capital Expenditure, 1H16, 1H17, and 1H18 ($B)

Figure: AT&T Capital Expenditure and Growth, 2015–2018

Verizon: Launched 5G Home in October 2018; Fiber Investments on Track

Table: Verizon Wireless and Wireline Capital Expenditure, 1H16, 1H17, and 1H18 ($B)

Figure: Verizon Capital Expenditure and Growth, 2015–2018

Comcast: Increased Investments in Scalable Infrastructure and Line Extensions

Table: Comcast Cable Capital Expenditure, 1H16, 1H17, and 1H18 ($B)

Figure: Comcast Cable Communications Capital Intensity, 2016–2018

Europe (Western Europe and Central and Eastern Europe)

Telefónica: Investment Focus on Mobile Network Transformation and Ultrafast Broadband Networks

Table: Telefónica Group Capital Spending, 1H16, 1H17, and 1H18 (€B)

Figure: Telefónica Capital Expenditure Share by Country, 1H18

Figure: Telefónica Capital Expenditures Growth Rate by Country

5G Network Deployment Plans

Orange: Capital Programs Focused on High-Speed Mobile Networks (4G and 4G+) and Fiber-Optic Deployments

Table: Orange Group Capital Spending, 1H16, 1H17, and 1H18 (€B)

Figure: Orange Capital Expenditure Share by Country, 1H18

Figure: Orange Capital Spending Growth by Top Countries

Figure: Orange Capital Spending, 2016–2018

5G Network Deployment Plans

Deutsche Telekom: Continued Spending in Mobile Network Infrastructure, Fiber Deployments, and IP Migration

Table: DT Group Capital Spending, 1H15, 1H16, and 1H17 (€B)

Figure: DT Capital Spending by Business Units, 1H18

Figure: DT European Business Unit Capital Spending by Country, 1H18

Figure: DT Group Capital Spending, 2016–2018

5G Network Deployment Plans

Vodafone: Capital Programs Focused on NGN Rollout, 4G Network Enhancements, and 5G Deployments

Table: Vodafone Group Capital Spending, 1H16, 1H17, and 1H18 (€B)

Table: Europe Vodafone Capex Spending by Country, 1H18 and 1H19 (€M)

Figure: Vodafone Europe Capital Spending by Country, FY18

Table: AMAP Vodafone Capex Spending by Country, 1H18 and 1H19 (€M)

Figure: AMAP Vodafone Capex Spending by Country, FY18

Table: Vodafone Group Capital Spending, FY17–FY19 (€B)

5G Deployment Plans

Japan: Change in Macroeconomic Situation Brings Cheers to Telco Network Investment Plans

Table: Japan Wireless and Wireline Annual Capital Expenditure, 2014–2017 (¥T)

Figure: Japanese Service Provider Capex and Growth, 2015–2022

NTT: Focus on Technologies That Accelerates Its Own Digital Transformation

Table: NTT Capital Spending by Operating Company, FY15–FY18 (¥B)

Figure: NTT Capital Spending by Type of Business, FY16–FY18

Figure: NTT Communications Capex Investment Trend, FY16–FY18

KDDI: Focus on Maximizing Efficiency and Minimizing Capex

Table: KDDI Wireless and Wireline Capital Expenditure by Segment, FY16–FY19 (¥B)

Asia/Pacific (Excluding Japan): Telco's Striving to Accommodate Growing Data Traffic and Enhance Customer Experience

Table: Asia/Pacific (Excluding Japan) Wireless and Wireline Capital Expenditure, 2015–2018 ($B)

Table: Asia/Pacific (Excluding Japan) Wireless and Wireline Capital Expenditure, 1H17 and 1H18 ($B)

Table: China Capital Expenditure and Share of Non-Chinese Operator Expenditure, 1H17, FY17, and 1H18 ($B)

Figure: Asia/Pacific (Excluding Japan) Capital Expenditure and Growth, 2017–2022

China Mobile: Enhancing Network Quality and Customer Service Experience

Figure: China Capital Expenditure Share by Operators, FY16–FY18

Figure: China Mobile Capital Spending and Growth, 1H16–2H18

Figure: China Mobile Annual Capex Share by Segment, FY17 and FY18

China Unicom: After Major Infrastructure Overhaul, Priority Is to Boost Profit Margin

Table: China Unicom Wireless and Wireline Capital Expenditure, 1H16–2H18 (RMB Billion)

Figure: China Unicom Annual Capital Expenditure Share by Carrier, FY17 and FY18

China Telecom: Superior Networks Forging Core Competitive Edge

Table: China Telecom Wireless, Fixed Broadband, and IPTV Subscribers, 1H16–1H18 (M)

Table: China Telecom Wireless and Wireline Capital Expenditure, FY15–FY18 (RMB Billion)

Figure: China Telecom Capital Expenditure by Segment, 2016–2018

Latin America: With 4G Coverage Reaching Equilibrium, Operators Balancing Capex with Customer Acquisition

Figure: Latin America Capital Expenditure, 2017–2022

Table: Latin American Wireless Subscribers and LTE Subscribers, 1H14–1H18 (M)

Table: Latin America Capital Expenditure by Top 5 Country, 1H17, 2H17, and 1H18 ($B)

Table: América Móvil Capital Expenditure, 1H16–2H18 ($M)

América Móvil: Overall Capex Declines Despite Growth in LTE and FTTH Deployment

Figure: América Móvil Capital Spending Share by Country, 1H18

Middle East and Africa: Slowdown in Consumer Demand Due to Falling Oil Prices Delay Further Network Investments

Table: Middle East and Africa Wireless and Wireline Capital Expenditure, 2015–2018 ($B)

Figure: Middle East and Africa Capex by Top 5 Carrier Group, 1H17, 2H17, and 1H18

Advice for the Communications Service Provider

Learn More

Related Research

Synopsis

Content


Related Links