AIS will be losing its share to TA Orange and Total Access Communication (Thailand)Thai mobile market is seeing a rise in both the number of subscribers as well as the market competition. With the arrival at around that time of two additional players in the mobile market - TA-Orange (later True Move) and Hutchison CAT that challenges the powerful duopoly of AIS and DTAC. The market is now in need of some rationalisation; regulatory changes will continue to be a big factor in shaping the future market.
Notable highlights of Thailand Mobile Forecast include:
- Number of total subscribers in Thailand will increase from 62.7 million in 2008 to 71.5 million in 2010. The wireless penetration level will reach 90.5% in 2010.
- The largest operator, Advanced Info Service, will be losing its market share to Total Access Communication and TA Orange over the forecast period of 2008 - 2010. The market share of Advanced Info Service will decrease from our projected 44.4% in 2008 to a forecasted 43.8% in 2010.
- In 2010, Advanced Info Service will have the highest ARPU at US$ 8.63 per month in the country.
- Advanced Info Service will also continue to enjoy the highest EBITDA margin in the country, and will reach 47.8% in 2010.
