Pay-TV, broadband revs to beat telecoms

The headline numbers say that by 2012 the global market for consumer telecoms will top US$2 trillion. That’s a huge number, but the data suggests that pay-TV and broadband revenues will overtake fixed voice and soak up a significant share of the total.

The numbers come from InStat, which suggests that consumer telecoms revenues will grow at about 5.7% per annum over the next few year to 2012. However, the strongest growth will be in the broadband or pay-TV sectors, and mobile will take 60% of the total.

In-Stat says: “The digital divide will continue to grow. By 2012 broadband penetration in developed countries will exceed 85%, while developing countries languish at less than 10% penetration,” says Keith Nissen, the analyst who authored the report. “Over the next five years, 150 million PSTN lines will be eliminated; yet total voice revenue worldwide will remain steady. The ME/AFR and CALA regions will experience high mobile subscriber growth. Mobile operators in developed nations must look to new 3G applications and bundled services for increased ARPU. Despite the anticipated rapid growth of telcoTV services, in 2012, 73% of total payTV households worldwide will still be cable TV service subscribers.”

The study from In-Stat found the following:
• The number of VoIP subscribers will more than double in the next four years.
• 2008 is the year that revenue from pay-TV services surpasses revenues from fixed voice services.
• By 2012 broadband revenue will be getting close to fixed voice service revenue.
• While the Middle East and Africa region has the highest growth rate, the Asia-Pacific region will be by far the largest market in 2012.