유럽의 통신 산업(분기별 갱신 보고서)

※ 본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

유럽의 통신 산업에 대해 조사분석했으며, 5년 예측, 산업 분석, 산업 예측, 산업 리스크/보상 지수(RRI), 시장 개요, 기업 개요 등의 정보를 정리하여 전해드립니다.

1. BMI의 산업 분석

2. 산업 예측

• 최신 동향
• 구조적 경향

3. 산업 리스크/보상 지수(RRI)

• 서유럽의 RRI
• 중유럽·동유럽의 RRI

4. 시장 개요

• 시장 붕괴 : 대기업은 서비스로 반격
• EU의 일반 데이터 보호 규칙(GDPR) : 요점 및 업계에 대한 영향
• 21st Century Fox는 Sky와의 거래 관리와 대응을 기대
• 광역 기금은 유연하게 운영되어야 한다.

5. 기업 개요

• TIM
• Orange

6. 용어집

7. 조사 방법

Key View: Despite differences between the more developed Western European markets and the emerging markets of Central and Eastern Europe, the overall strategies of the various operators in the region remain the same, albeit at different stages. As the potential for organic growth is limited, operators aim to migrate customers to more advanced plans and upsell new services as part of a convergent strategy. Competition will focus on services rather than networks, both in the consumer and enterprise segment, but these still require funding, with investments under pressure from low prices. As for 5G, operators are in the process of launching 5G services commercially while continuing to roll out the necessary infrastructure. Despite 5G being already available in major cities in 23 countries, delays in awarding the necessary spectrum and negative short-term impacts stemming from Covid-19 cast a shadow over the new technology's potential and early adoption in the region.

Table of Contents

• Key View
• Industry Forecast
• Europe Telecommunications Forecast
• Industry Risk/Reward Index
• Subdued Outlook Curbs Western Europe Performance In Q121 Telecoms Risk/Reward Index
• Industry Trend Analysis
• Europe 5G: Downside Risks Weigh On Timely Launch And Wider Uptake
• Portuguese Operators Prepare To Invest In 5G, But Issues With Auction Persist
• Czech Republic 5G Auction At Risk Of Further Delay
• Politics A Risk To French 5G Uptake
• Cellnex Strengthens Its Dominance Across Europe With CK Hutchison Deal
• Vantage Towers Strategy Aims At Securing Leading Market Position Across Europe
• Polish Operators Ramp Up Mobile Network Investment In A Cost-Effective Manner
• Quick View: Public Funds To Support Fibre Expansion In France
• Quick View: Telefonica Eyes Opportunities In Germany's Underdeveloped Fibre Market
• Quick View: Orange Accelerates Convergence Strategy With Telekom Romania Deal
• Quick View: United Group Investment In Croatia Is Market Positive
• Global Company Strategy
• Vodafone: Mobile Assets Monetisation To Enhance Financial Outlook
• Altice Europe: Network Expansion, Debt Repayment Remain Key Priorities
• TIM: Accelerating Infrastructure Monetisation Efforts To Improve Financial Position
• Telecommunications Glossary
• Telecommunications Methodology