The Evolving Telecoms Market in Indochina

Brianna Boudreau TeleGeography

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Overview of the Indochina Region

International bandwidth growth Broadband data Wireless market Regional forecasts

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Bandwidth Continues to Grow

Select Asian Countries, 2007-2011
120% Calculated Annual Growth Rate, 2007- 2011 100% 80% 60% 40% 20% 0% Myanmar Japan Hong Kong Laos Cambodia Thailand Vietnam

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But Usage Levels are Low..

350,000 300,000 Total Bandwidth Usage (Mbps) 250,000 200,000 150,000 100,000 50,000 0 Myanmar Laos Cambodia Vietnam Thailand Malaysia

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And Prices are High

STM-1 Prices, Q3 2012

$35,000 Monthly Recurring Charge (USD) $30,000 $25,000 $20,000 $15,000 $10,000 $5,000 $0

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Fixed Broadband Driving Growth

10 9 Broadband Subscribers (millions) 8 7 6 5 4 3 2 1 0 2009 2010 2011 2012 Broadband Subscribers Average Household Penetration 10% 9% 8% 7% 6% 5% 4% 3% 2% 1% 0% Household Penetration

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9 8 Broadband Scubscribers (millions) 7 6 5 4 3 2 1 0

Broadband Subscribers in Indochina

Myanmar Laos Cambodia Thailand Vietnam

2009

2010

2011

2012

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250

Wireless Subscribers in Indochina

Myanmar Laos Cambodia Thailand Vietnam

200 Wireless Subscribers (millions)

150

100

50

0 2009 2010 2011 2012

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Mobile Data and 3G

Select Asian Countries, 2012

140 120 100 Subscribers (millions) 80 60 40 20 0 Myanmar Laos Cambodia Malaysia Thailand Vietnam Wireless Subscribers 3G Subscribers

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Increasing International Connectivity

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Indochina Broadband Forecast

7 6 Broadband Subscribers (millions) 5 4 3 2 1 0 Myanmar Laos Cambodia Thailand Vietnam 2012 2016

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Indochina Wireless Forecast

140 120 Wireless Subscribers (millions) 100 80 60 40 20 0 Myanmar Laos Cambodia Thailand Vietnam 2012 2016

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Indochina Bandwidth Forecast

3,000,000 2012 2018 Used International Bandwidth (Mbps) 2,500,000

2,000,000

1,500,000

1,000,000

500,000

0 Myanmar Laos Cambodia Vietnam Thailand

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Brianna Boudreau bboudreau@telegeography.com

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | info@telegeography.com!