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2005-2009????????????????????? (3seeÐÅÏ¢Íø¡¤Ìṩ) |
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| ?????2005-2009????????????????????? 4? 965? Excel??
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I. ?????Market Forecasts? ??2005?????2005 Year Review? ??1) SKT Review ??2) KTF Review ??3) LGT Review ??2005?2009 ?????Market Forecasts? ??1) ???????????? (2005-2009) ??2) ??????????????? (2005-2009) ??3) ???????????????????? (2005-2009) ??4) ??????????? (2005-2009) ??5) ??????????&?????? (2005-2009) ????5-1) ??????????&??ARPU (2005-2009) ????5-2) ???????????????? (2005-2009) ????5-3) ??????????&?????? (2005-2009) ??6) ????????????? (2005-2009) II. ?????Market Dynamics? ??2005??????????Year Review & Future Forecast? ??1) SKT ????- ?????Network? ????- ?????Platform? ????- ?????Contents? ????- ?????Device? ????- ????&?????Strategic Alliance & Overseas Expansion? ??2) KTF ????- ?????Network? ????- ?????Platform? ????- ?????Contents? ????- ?????Device? ????- ????&?????Strategic Alliance & Overseas Expansion? ??3) LGT ????- ?????Network? ????- ?????Platform? ????- ?????Contents? ????- ?????Device? ????- ????&?????Strategic Alliance & Overseas Expansion? IV. ??????Conclusions and Recommendations?
[???? – ??] ??[?1] ???????????? ??[?2] ??????????????? ??[?3] ???????????????????? ??[?4] ??????????? ??[?5] ??????????&??ARPU ??[?6] ???????????????? ??[?7] ??????????&?????? ??[?8] ????????????? ??[?9] ???? ??[?10] SKT????Convergence??? ??[?11] SKT????????? ??[?12] SKT??????? ??[?13] KTF?NTT DoCoMo??????????
[???? – ??] ??[?1] 2005???????????? ??[?2] 2005??????- SKT ??[?3] ????(CID) ?????????? ??[?4] 2005??????- KTF ??[?5] 2005??????- LGT ??[?6] KTF?LGT????????? ??[?7] 2005??????–??: ???? ??[?8] 2005??????–??: ???? ??[?9] 2005??????–??: ???? ??[?10] 2005??????–??: ???? ??[?11] 2005??????–??: ????&???? ??[?12] 5 Scale Analyses |
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????(Executive Summary)
??[Guideline for Report]
??2005-2009????? (Market Forecast)
???????2005?12????????????3?834???????????????‘????Peak Point?’, ???????(Replacement)?????????????2005?????????????????1.30%???????2009???4?90???????????Penetration Rate??83.10%?
??2005?????????????2004?????SKT 51%, KTF 32%, LGT 17%???????(Pre Paid)????49????????saturation???????????????????Data ARPU????????????????????????????????????2009??????????17???
??CDMA1X/EV-DO???2005???????0.68%?????????2006????3?748?????????2007????????????2005?WCDMA???????1?2???????? ???????????????????????????????2009?????614?????????WCDMA(or HSDPA)??????EV-DO?????WCDMA(or HSDPA)? ?CDMA IS95A/B???2007???????????????????zero?
??2005????????????(Churn rate)??2004???????2.31%????????????????????2009???2.2%?
??2005?????????Overall ARPU????41,811KRW, ??Data ARPU?8,065KRW? ??????????????????????2009?Overall ARPU???42,478KRW?Data ARPU?11,625KRW?Data ??(Data Subscriber)?????2.01%????????2009????????????????????(2005???97.0%???????????)?
??2005????????????????19?7?224?KRW?????2.55%???????2009?????22?3?594?KRW??????2005???????????3?5?289?KRW, ????12.31%???????2009???6?209?KRW?2009???????????????????27.8%?????????????????
??2005???????????????(Capex)???2?5??KRW, 2009??2?7??KRW?
?? 
??????
??2005?????? (2005 Year Market Dynamics)
??1) SKT Review
??SKT?‘???’?????convergence?????????????????????????? (convergence)?????????????????????SKT????(Alliance)?????????????????????????SKT???(convergence)?????globalization???????????
??????????SKT???(??DMB)???(Moneta)???(Melon)???(GXG)?Telematics (????????????Nate Drive)?Home Network(?????SK View)???RFID?????????????????????????????????????????????SKT??????????????????????DMB????????????????????????????????????????
???????????SKT??????????????????‘??(Blue Ocean)’????????????MVNO??????????(Cyworld)????????????????????
?????SKT?'???Blue Ocean?' ???????????????????2005??SKT?'Moneta' ?????????????????YBM???????YBM Seoul Records????????????SKT???????????'Melon'?????400?????????DMB?????TU Media??????????????SKT??????????????????????????????
???SKT????????????????????????????????????????????
??2) KTF Review
??2005??KTF???????(Portfolio)?????????????????‘Good Time’ ????????????????????????????????
??KTF????‘???couple?’?????????‘????’???????????????????KTF????????????Blue Tooth???????
???????????????????KTF?5???‘Dosirak’????????35??????KTF?????‘GPANG’??????????3D?????????????????NHN, Nexon??????KTF???‘Pop-Up’ ?????????15???
???GPS??????‘Kways’???????????
??2005??KTF?NTT DoCoMo????????????????KTF?WCDMA?????????????????
????????2005?KTF??400?KRW???CDMA2000 1x(??EV-DO)??????????CDMA??????WCDMA??KTF?HSDPA??????????3,000?KRW????2006?KTF?????????????3G?????KTF?3G??????KTF????SKT????????
??3) LGT Review
???SKT????convergence??????globalization??????LGT???????????????????????LGT????????16.4%???SKT(52.1%)?1/3?KTF(32.3%)?1/2??????????????2005?LGT????????????????????????Strategy Portfolio????????????????????????????????????????????????
????????????????????????‘Bank On’?‘Music On’???????????‘Bank On’?????????????‘Music On’??????????????????????????LGT???‘Phone&Fun’???????????(Off-Line)?????
?????????????????LGT???????????????????????????????LGT???????????????????(CID) ????????????LGT???????????????????????????LGT?????????????????????????????
????????????LGT?????/??????????????????????????(win-win)???
??LGT?2005???????????????????????????????????DMB?‘Music On’?‘Bank On’???????????????????LGT????(Business Portfolio)???????
???3G???????LGT??2006???????EVDO rA????????????????WCDMA???4G?????EVDO rA??????????????LGT?EVDO r.A???????SKT?KTF?HSDPA??3G???
??2005??LGT????????????????????Solution????????????????LGT?????????????????????????????????????????????
????????????LGT????????????
??Make a better understanding of this report
??????????????????????????????????????????????????????????????????????
?????????????????????????? Excel ???
??1) ???????? (2000~2009)
???????? (2000~2009) (Demographics)
??- ??(Population)
??- ??????(Nominal GDP)
??- ????????(Nominal GDP per capita)
??- ??????(Consumer Price Inflation)
??- ??(Exchange Rate)
?????????????? (2000~2009)
??- SKT
??- KTF
??- LGT
??- Total
???????????????? (2000~2009)
??- Prepaid
??- Postpaid
??????????? (2000~2009) (Penetration)
???????????????? (2000~2009)
??- CDMA IS95A/B
??- CDMA1X/EV- DO
??- WCDMA / HSDPA / EVDO rA
????? (Churn Rate)
??ARPU (2000~2009)
??- Overall ARPU
??- ?????(Total Revenues)
????&?????? (2000~2009)
??- ????????(Voice Subscribers)
??- Voice ARPU
??- ??????(Voice Revenues)
??- ??????????(Data Subscribers)
??- Data ARPU
??- ????????(Data Revenues)
?????? (2000~2009) (Capex)
??- ???(Total Capex)
??????(Network Investment)
??- CDMA IS95A/B
??- CDMA1X/EV- DO
??- WCDMA/HSDPA/EVDO rA
??- WiBro
??- Backbone/R&D
???????(Non-Network Investment)
??- IT and so on
????????????Methodology & Assumption?
?????????????????????2005-2009?????????????????????????????????????????(SKT?KTF?LGT)????????&???????)????????????????????
??1) ??????(DEMOGRAPHICS)
??????????????????????????????
????????????????????
?????????????????????????????????????
????????????‘?????Global Insight?’??‘?????World Overview?’?
??2) ??????????
??
???????????????????????
???????Adoption ceiling???????????????????????????????????????????????????????????????
??????Growth rate??????????ceiling????? ?????????????????????????????????????????????????????????????????????????
???????????????????????????????????????????????????
??[Note: ???????????????????????????????????????]
??3) ??????????????
??
??????????????????????????CDMA IS95A/B, CDMA1X(??CDMA1X EV-DO), WCDMA/HSDPA/EVDO rA????????
??????????????????????????????????????????????????????????adoption rate???????????growth rate???????
??4) ???(CHURN RATE)
??????????????????????????????(Weight)???????
??????3G - ?????????DMB, WiBro?????????????????????????????????????????????????????????????
??5) ARPU
??- Overall ARPU
??Overall ARPU???????????ARPU??????????????????????????????????????????????????????????? ??????????????????
??- ??& ?? ARPU
??ARPU?????(Voice)???(Data) ARPU??????2009???????????????????????????????????????????????????????????Voice????
??Voice ARPU???Overall ARPU??Data ARPU????????Voice Revenues???????????Total Revenues???????????Data Revenues??????????????????????????????????????
??6) ????(CAPEX)
??Capex??2G-2.5G?3G-3.5G???backbone??R&D?IT??????????????????Capex???????????????
?????????????????????????????
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