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Regions modelled:
Connections
Revenue
Sub-Saharan Africa
Mobile
Mobile
Handset, mobile
broadband1, M2M2
Service3, retail
Prepaid, contract
2G, 3G, 4G
Handset, mobile
broadband1, M2M2
Kenya
Nigeria
Smartphone,
non-smartphone
Handset voice,
messaging, data
South Africa
Fixed
Fixed
Sudan
Voice, broadband,
IPTV, dial-up
Service3, retail
Uganda
Narrowband voice,
VoBB
DSL, FTTH/B,
cable, BFWA
Prepaid, contract
Ghana
Tanzania
Major KPIs
Countries modelled
individually
For the complete data set and our data series definitions, see
the accompanying Excel file at
www.analysysmason.com/SSA-forecast-Jul2014.
Geographical
coverage
Voice, broadband,
IPTV, dial-up, BNS
DSL, FTTH/B,
cable, BFWA
ARPU
Voice traffic
Mobile:
SIMs, handset
Outgoing minutes,
MoU
Prepaid, contract
Handset voice, data
Includes USB modem, and mid- and large-screen, but not handset-based data.
Contents [1]
Slide no.
Slide no.
8.
Executive summary
9.
Growing demand for mobile voice and data, and growing smartphone
penetration offer significant opportunities in Sub-Saharan Africa
23. Mobile ARPU: Decline will slow in most SSA markets, thanks to almost
10% annual growth in handset data ARPU
10. Handset data and mobile voice revenue will contribute 90% of SSAs
retail revenue growth in 20132018, each growing by USD7.4 billion
11. South Africa is the largest telecoms market in SSA, accounting for 27%
of the regions telecoms retail revenue in 2018
12. Forecast revision: Our SSA revenue forecast revisions reflect lower
mobile voice revenue and higher demand for handset data services
13. Key trends, drivers and assumptions for the mobile market
14. Key trends, drivers and assumptions for the fixed market
15. Key implications and recommendations
16. Regional forecasts and cross-country comparison
17. Geographical coverage: We model the seven largest markets, which will
account for 62% of total SSA telecoms service revenue in 2018
18. Market context: The two most-populated countries Nigeria and South
Africa generated 51% of the regions telecoms retail revenue in 2013
19. Fixed and mobile penetration: Mobile handset growth and fixed
broadband growth will be solid in SSA, while fixed voice penetration will
decline
24. Fixed services: Africas small fixed broadband market will increasingly
lag behind the non-handset mobile broadband market
30. Ghana: Service revenue will reach GHS3.6 billion (USD1.9 billion) in
2018, driven by handset data, while traditional services remain flat
31. Ghana: Key trends, drivers and assumptions
32. Ghana mobile: Fines imposed by the regulator for poor service quality
are likely to drive increased operator investment
33. Ghana fixed: The fixed market is well behind the mobile market, but
fixed broadband growth will be steady, driven by BFWA
20. Mobile penetration: SIM penetration growth will continue in the seven
major markets as affordability and coverage increase
34. Kenya: Service revenue will reach KES205.4 billion (USD2.5 billon) in
2018, driven by handset and non-handset mobile broadband
22. Smartphones and LTE: Smartphones will account for 26% of handsets
in SSA by 2018, as device prices decline and users upgrade
Analysys Mason Limited 2014
36. Kenya mobile: Kenya is the leading country in Africa in terms of mobile
money services, which have driven mobile data growth
Contents [2]
Slide no.
Slide no.
37. Kenya fixed: We forecast slow but steady growth in fixed broadband,
driven by innovative alternative providers like Zuku
38. Nigeria: Service revenue will reach NGN2.1 trillion (USD13.1 billion) in
2018 because of handset data growth
52. Tanzania mobile: MTR cuts will put mobile ARPU under pressure;
growth in handset data ARPU will offset the decline in voice ARPU
40. Nigeria mobile: Nigeria is the largest mobile market in SSA in terms of
subscriber numbers, but not revenue
54. Uganda: Mobile handset data and fixed broadband will drive service
revenue to UGX3.8 trillion (USD1.6 billion) by 2018
42. South Africa: Telecoms service revenue will reach ZAR137.7 billion
(USD16.9 billion) in 2018, driven by solid growth in handset data
43. South Africa: Key trends, drivers and assumptions
44. South Africa mobile: South Africa has the highest smartphone
penetration in SSA
45. South Africa fixed: The planned national broadband plan and merger
between Neotel and Vodacom will stimulate the market
46. Sudan: Telecoms revenue will reach SDG7.1 billion (USD2.1 billion), as
mobile data grows but mobile voice remains predominant
49. Sudan fixed: The fixed broadband market lacks competition and Canar
Telecom is planning to exit the market
50. Tanzania: Service revenue will reach TZS3.4 trillion (USD2.1 billion) in
2018, predominantly driven by mobile voice services
Figure 2:
Figure 3:
Figure 4: CAGRs for fixed and mobile retail revenue (20132018) and
market size by total retail revenue (2018), by country, SubSaharan Africa
Figure 18: Telecoms retail revenue by service type, fixed voice and fixed
broadband ASPU, and mobile ARPU, Sub-Saharan Africa, 2009
2018
Figure 6: Summary of key drivers and assumptions for the mobile market,
Sub-Saharan Africa
Figure 19: Telecoms retail revenue by service type, total service revenue
and growth rates, Sub-Saharan Africa, 20132018
Figure 7: Summary of key drivers and assumptions for the fixed market,
Sub-Saharan Africa
Figure 22: Telecoms retail revenue by service type, and total service
revenue (retail and wholesale), by country, Sub-Saharan Africa,
2013 and 2018
Figure 9: Metrics for Sub-Saharan Africa and the seven SSA countries
modelled individually, 2013
Figure 23: Telecoms retail revenue by service type and total service revenue
(retail and wholesale), Ghana, 20092018
Figure 24: Telecoms retail revenue by service type, total service revenue
and growth rates, Ghana, 20132018
Figure 48: Telecoms retail revenue by service type, total service revenue
and growth rates, South Africa, 20132018
Figure 31: Telecoms retail revenue by service type and total service revenue
(retail and wholesale), Kenya, 20092018
Figure 49: Connections by type, and growth rates, South Africa, 20132018
Figure 32: Telecoms retail revenue by service type, total service revenue
and growth rates, Kenya, 20132018
Figure 53: Fixed penetration rates by service type, South Africa, 20092018
Figure 54: Fixed ASPU rates by service type, South Africa, 20092018
Figure 55: Telecoms retail revenue by service type and total service revenue
(retail and wholesale), Sudan, 20092018
Figure 56: Telecoms retail revenue by service type, total service revenue
and growth rates, Sudan, 20132018
Figure 57: Connections by type, and growth rates, Sudan, 20132018
Figure 40: Telecoms retail revenue by service type, total service revenue
and growth rates, Nigeria, 20132018
Figure 63: Telecoms retail revenue by service type and total service revenue
(retail and wholesale), Tanzania, 20092018
Figure 64: Telecoms retail revenue by service type, total service revenue
and growth rates, Tanzania, 20132018
Figure 65: Connections by type, and growth rates, Tanzania, 20132018
Executive summary
Regional forecasts and cross-country comparison
Individual country forecasts
About the authors and Analysys Mason
Growing demand for mobile voice and data, and growing smartphone
penetration offer significant opportunities in Sub-Saharan Africa
40
30
20
10
2018
2017
2016
2015
2014
2013
2012
50
2011
60
2010
70
2009
Figure 2: Telecoms retail revenue by service type and total service revenue
(retail and wholesale), Sub-Saharan Africa, 20092018 [Source: Analysys
Mason, 2014]
Mobile voice
Mobile M2M
Mobile messaging
Fixed voice and narrowband
Fixed broadband and IPTV
Mobile handset data
Business network services
Mobile broadband
Service revenue (retail and wholesale)
10
Handset data and mobile voice revenue will contribute 90% of SSAs retail
revenue growth in 20132018, each growing by USD7.4 billion
12
10
8
6
4
2
Total retail
Fixed voice
and narrowband
Mobile messaging
Fixed broadband
and IPTV
Mobile M2M
14
Business
network services
16
Mobile broadband
18
Mobile voice
20
11
South Africa is the largest telecoms market in SSA, accounting for 27% of
the regions telecoms retail revenue in 2018
Figure 4: CAGRs for fixed and mobile retail revenue (20132018) and market
size by total retail revenue (2018), by country, Sub-Saharan Africa [Source:
Analysys Mason, 2014]
10%
1.6
8%
6%
2.3
1.4
4%
2%
2.0 12.2
16.2
0%
18.1
2%
0%
2%
4%
6%
8%
10%
12%
Ghana
Tanzania
Kenya
Uganda
Nigeria
South Africa
Sudan
12
Forecast revision: Our SSA revenue forecast revisions reflect lower mobile
voice revenue and higher demand for handset data services
Figure 5: Telecoms retail revenue by service type and total service revenue,
previous and new forecasts, Sub-Saharan Africa, 2013 and 2018 [Source:
Analysys Mason, 2014]
70
60
50
40
30
20
10
0
Previous
2013
Mobile voice
Mobile messaging
New
Previous
New
2018
Mobile M2M
Fixed voice and narrowband
13
Mobile handset data revenue will be the main driver of telecoms retail revenue growth. It will be an
increasingly important component of total retail revenue, as well as the fastest-growing category,
jumping from 11.8% of retail revenue in 2013 to 19.1% in 2018. Underlying drivers are greater
availability of lower-priced devices (low-end smartphones and high-end feature phones); improved 3G
service quality; 4G coverage across major markets; growth of bundled and other innovative mobile data
offers targeting the prepaid market; and increasing take-up of over-the-top (OTT) services, mobile
financial services and mobile Internet services.
Mobile voice ARPU will decline at a 3.9% CAGR during 20132018. The imposition of MTR cuts
(including asymmetric rates in many markets) will drive competition and leave room for lower-priced
offers and flat on-net and off-net voice tariffs. Nigeria and South Africa will have the greatest mobile
voice revenue decline associated with MTR cuts during the forecast period.
Mobile voice will remain a critical service, and both connections and traffic will grow, but there will be
greater commoditisation and bundling of voice minutes, and some OTT voice substitution. The impact of
OTT on messaging revenue and ARPU is already high, and this pressure will continue.
Vendors are developing low-cost handsets that will increase affordability, driving penetration. Reducing
the cost of access is a major focus for operators.
Operators are driving adoption through targeted campaigns, the introduction of low cost-handsets,
handset subsidies and by reducing in the cost of mobile data.
LTE has been launched in Nigeria, South Africa, Tanzania and Uganda, but take-up has been limited.
Roll-out has been constrained by spectrum and regulatory challenges in many markets including
Ghana, Kenya, Nigeria and South Africa. It is of potential interest as a fixed substitute, but LTE is likely
to remain a niche service targeted at high-end data users in urban areas during the forecast period.
14
The fixed market in SSA is underdeveloped and underinvested, and will continue to be very small in
comparison to the mobile market. Capital constraints, financial and operational management challenges
at many of the regions incumbents, consumer preference for prepaid/non-contract services, issues over
rights of way, and the difficulty of achieving positive a RoI outside major urban areas are all factors that
will continue to constrain the fixed market.
Fixed voice connections will only increase marginally during the forecast period, from 11.97 million in
2013 to 11.98 million in 2018. The low growth rate is partly the result of fixedmobile substitution.
Fixed voice revenue will decline to USD3.1 billion by 2018 (CAGR 3.8%), and will be a declining
component of overall fixed service revenue, which will reach USD6.6 billion by 2018 (CAGR 1.3%). To
place this in context, mobile service revenue will reach USD55.7 billion in 2018 (CAGR 7.7%).
Fixed broadband growth continues to be strong from a small base, but overall take-up will remain very
low. Population penetration in the region will grow from 0.4% to 0.6% during the forecast period. Fixed
broadband connections will reach 6.75 million in 2018, with nearly half being fixed wireless broadband.
Government-led national broadband plans, coupled with operator investments into fibre networks, will
go some way towards boosting coverage and reducing the cost of services, although most broadband
connections in Africa will still be wireless in 2018.
Fixed wireless is a significant technology in Africa, and is likely to account for the majority of new fixed
broadband connections. We forecast that broadband fixed wireless access (BFWA) connections will
double by 2018, from 1.53 million in 2013, to 3.1 million in 2018.
The share of BFWA of fixed broadband connections has increasingly been driven by WiMAX services,
although in most African markets where WiMAX is in play, there are issues around the high number
(and very small scale and coverage) of WiMAX operators. In some cases, WiMAX licensees are looking
to redeploy their spectrum for LTE, but scale is likely to be a significant constraint.
15
Executive summary
Regional forecasts and cross-country comparison
Individual country forecasts
About the authors and Analysys Mason
16
17
Sudan
2%
2014
2015
Uganda
5%
2013
Ghana
2%
Kenya
2%
2014
2014
2%
Key
Mobile connections by
technology generation
Fixed broadband
household penetration
2G
3G
2011
4G
74%
South Africa
Tanzania
Year of
LTE launch
2012
13%
2012
1%
For a full list of countries modelled as part of the SSA region, please see the accompanying data annex. Mobile connections exclude M2M connections. Fixed broadband household penetration is
calculated as total fixed broadband connections (residential and business) divided by the number of households.
18
Total service
revenue
(USD billion)
Share of
GDP
Population penetration
Total retail
revenue
(USD billion)
Retail spend
per capita
Mobile SIMs
(USD per month)
Fixed
broadband
Ghana
26
50
3.1%
106%
0.3%
Kenya
45
45
4.2%
67%
0.2%
Nigeria
177
515
10
1.9%
71%
0.2%
South Africa
53
401
15
3.7%
14
22
139%
2.4%
Sudan
37
76
2.5%
78%
0.5%
Tanzania
50
33
4.9%
57%
0.1%
Uganda
38
24
4.2%
48%
0.2%
947
1 652
49
3.0%
43
65%
0.4%
Sub-Saharan Africa
The economic contribution from the telecoms industry that is, telecoms revenue as a share of GDP ranges from 1.9% to 4.9% in
SSA. Overall, SSAs telecoms revenue, while growing quickly, significantly lags behind that of other regions.
South Africa has the highest mobile SIM penetration (139%), although Nigeria has more mobile SIMs in absolute terms because of
a higher population. South Africa also has by far the highest fixed broadband population penetration rate in the region, although at
only 2.4% at the end of 2013, this is still extremely low by worldwide standards.
Fixed broadband penetration is very low in all of SSA. Operators are increasingly focusing on rolling out both wireless broadband
access and to a more limited extent fibre. Government national broadband initiatives are expected to increase coverage in South
Africa, Nigeria, Tanzania and Uganda, but penetration will remain very limited during the forecast period.
19
Fixed and mobile penetration: Mobile handset growth and fixed broadband
growth will be solid in SSA, while fixed voice penetration will decline
Figure 11: Connections by service type, and growth rates, Sub-Saharan
Africa, 20132018 [Source: Analysys Mason, 2014]
1.6%
Connection type
80%
1.4%
Mobile handsets
Mobile broadband
Mobile M2M
Fixed voice
Fixed broadband
IPTV
70%
1.2%
60%
1.0%
50%
0.8%
40%
0.6%
30%
0.4%
20%
Mobile handset
Mobile M2M
Fixed broadband
Analysys Mason Limited 2014
2018
2017
2016
2015
2014
2013
0.0%
2012
0%
2011
0.2%
2010
10%
Mobile broadband
Fixed voice
IPTV
90%
2009
Connections (million)
2013
2018
591.7
885.1
15.2
33.5
5.5
35.4
12.0
12.0
3.6
6.8
0.0
0.3
CAGR
20092013 20132018
17.1%
8.4%
44.5%
17.2%
27.3%
45.3%
2.0%
0.0%
23.8%
13.1%
N/a
129.6%
20
160%
140%
120%
100%
80%
60%
40%
20%
Ghana
Nigeria
Sudan
Uganda
Analysys Mason Limited 2014
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
0%
Kenya
South Africa
Tanzania
Sub-Saharan Africa
21
1000
25%
900
20%
700
600
15%
500
400
10%
300
200
5%
100
2G
3G
4G
3G share
2018
2017
2016
2015
2014
2013
2012
2011
2010
0%
2009
4G share
Percentage of connections
Connections (million)
800
22
12%
50%
10%
10%
2%
0%
0%
Smartphones:
2013
2018
LTE:
Uganda
4%
Tanzania
20%
Sudan
6%
South Africa
30%
Nigeria
8%
Kenya
40%
2013
2018
Percentage of connections
60%
Ghana
Percentage of handsets
23
Mobile ARPU: Decline will slow in most SSA markets, thanks to almost
10% annual growth in handset data ARPU
ARPU in SSA averaged USD6.17 per month in 2013
(excluding M2M), making it well below that of other regions. It
is limited by affordability and the preponderance of prepaid
SIMs and multi-SIM usage. Price competition, often led by
new market entrants, and the impact of MTR cuts, have
driven sustained decline in mobile ARPU in most larger
African markets in recent years. ARPU decline has been
particularly dramatic in South Africa.
20
18
16
14
12
South Africa has the highest ARPU in the region more than
twice that of Ghana, Kenya, Sudan, Tanzania and Uganda.
Nigerias mobile ARPU is expected to fall below the regional
average from 2014, because of increased price competition.
10
8
6
4
2
Ghana
Nigeria
Sudan
Uganda
1
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Kenya
South Africa
Tanzania
Sub-Saharan Africa
Mobile ARPU is calculated as total mobile service revenue (retail and wholesale), excluding
M2M, divided by total average mobile connections, excluding M2M.
24
Fixed services: Africas small fixed broadband market will increasingly lag
behind the non-handset mobile broadband market
Figure 16: Fixed broadband connections by type, and fixed voice, IPTV and
mobile broadband connections, Sub-Saharan Africa, 20092018 [Source:
Analysys Mason, 2014]
35
Connections (million)
30
25
20
15
10
5
DSL
Cable
FTTH/B
BFWA
Mobile broadband
Fixed voice
IPTV
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
The fixed voice market is growing more slowly than the fixed
broadband market, because of fixedmobile substitution.
Multi-play services have been introduced in a few markets (for
example, by alternative service provider Zuku in Kenya), but
their impact on the overall market is limited.
National broadband plans in Nigeria, South Africa, Tanzania
and Uganda may provide expanded high-speed broadband
coverage, and potentially reduce the cost of services.
25
Percentage of households
14%
12%
10%
8%
6%
4%
2%
Ghana
Nigeria
Sudan
Uganda
1
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
0%
Kenya
South Africa
Tanzania
Sub-Saharan Africa
26
Revenue and ARPU: Mobile voice and handset data will drive revenue
growth through 2018, while mobile data will help maintain mobile ARPU
30.0
20
25.0
20.0
15
15.0
10
10.0
Mobile voice
Mobile messaging
Mobile handset data
Mobile broadband
Mobile M2M
Mobile ARPU
1
2018
2017
2016
2015
2014
2013
0.0
2012
2011
5.0
2010
25
2009
Figure 18: Telecoms retail revenue by service type, fixed voice and fixed
broadband ASPU, and mobile ARPU, Sub-Saharan Africa, 20092018
[Source: Analysys Mason, 2014]1
2
3
4
Includes USB modem, and mid- and large-screen, but not handset-based data.
Includes narrowband, VoBB and dial-up Internet access.
Includes retail and wholesale revenue.
Mobile ARPU is calculated as total mobile service revenue (retail and wholesale), excluding
M2M, divided by total average mobile connections, excluding M2M.
Figure 19: Telecoms retail revenue by service type, total service revenue
and growth rates, Sub-Saharan Africa, 20132018 [Source: Analysys Mason,
2014]
Revenue (USD billion)
CAGR
Service type
2013
2018 20092013 20132018
Mobile voice
28.3
35.6
6.8%
4.7%
Mobile messaging
2.5
2.2
9.0%
2.7%
Mobile handset data
5.1
12.5
52.0%
19.6%
Mobile broadband2
1.4
2.7
38.3%
14.5%
M2M
0.077
0.485
22.7%
44.6%
3
Fixed voice and narrowband
3.7
3.0
7.2%
4.2%
Fixed broadband and IPTV
0.8
1.2
24.3%
8.7%
Business network services
1.5
2.1
1.1%
7.0%
Total retail revenue
43.4
59.9
8.2%
6.7%
Total service revenue4
48.7
65.3
7.0%
6.0%
27
Service revenue: South Africas share will decline slightly, reflecting the
relative maturity of its market
Figure 20: Telecoms service revenue by country, Sub-Saharan Africa, 2013
[Source: Analysys Mason, 2014]
Ghana
3% Kenya
4%
Rest of SSA
33%
Nigeria
20%
Total service
revenue 2013:
USD49 billion
Uganda
2%
Tanzania
3%
Sudan
4%
South Africa
31%
Ghana
Kenya
3%
4%
Nigeria
20%
Rest of SSA
38%
Total service
revenue 2018:
USD65 billion
South Africa
26%
Uganda
3%
Tanzania
Sudan
3%
3%
Telecoms service revenue in SSA will grow from USD49 billion in 2013 to USD65 billion in 2018, at a 4.5% CAGR.
The distribution of telecoms service revenue by country will remain largely unchanged during the next 5 years, although South
Africas share will decline from 31% to 26%, reflecting the greater maturity of (and competition in) its market in comparison with
smaller markets in the region.
28
Revenue mix: Mobile revenue will continue to dominate the revenue mix,
and only South Africa will have a significant level of fixed revenue
Figure 22: Telecoms retail revenue by service type, and total service revenue (retail and wholesale), by country, Sub-Saharan Africa, 2013 and 2018 [Source:
Analysys Mason, 2014]
18
16
14
12
10
8
6
4
2
0
2013
2018
Ghana
2013
2018
Kenya
Fixed retail
2013
2018
Nigeria
Mobile retail
2013
2018
South Africa
2013
2018
Sudan
2013
2018
Tanzania
2013
2018
Uganda
Mobile services share of retail revenue will increase from 86.2% in 2013 to 89.5% in 2018. Mobile retail revenue growth will range
from a CAGR of 4.0% in South Africa to 10.0% in Uganda during 20132018. The main drivers will be increased mobile penetration,
wider mobile coverage and smartphone take-up, which will stimulate data usage and spending.
Fixed revenue will grow in all markets except Sudan. CAGRs vary from 0.8% in South Africa to 8.6% in Ghana. Overall growth is
relatively slow, and will be largely driven by increasing demand for fixed broadband connectivity, which remains unaffordable or
inaccessible for many. Total fixed revenue will continue to be a fraction of mobile revenue.
Analysys Mason Limited 2014
Executive summary
Regional forecasts and cross-country comparison
Individual country forecasts
About the authors and Analysys Mason
29
30
4000
Service type
3500
Figure 24: Telecoms retail revenue by service type, total service revenue and
growth rates, Ghana, 20132018 [Source: Analysys Mason, 2014]
3000
2500
2000
1500
1000
1
2
500
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Includes USB modem, and mid- and large-screen, but not handset-based data.
Includes narrowband, VoBB and dial-up Internet access.
Includes retail and wholesale revenue.
Mobile voice
Mobile M2M
Mobile messaging
Fixed voice and narrowband
Fixed broadband and IPTV
Mobile handset data
Business network services
Mobile broadband
Service revenue (retail and wholesale)
Analysys Mason Limited 2014
Mobile handsets
Mobile broadband
Mobile M2M
Fixed voice
Fixed broadband
IPTV
4 Not available.
Connections (million)
2013
2018
27.7
36.7
0.3
0.7
0.0
0.5
0.3
0.3
0.1
0.2
0.0
0.0
CAGR
20092013 20132018
17.1%
5.8%
81.1%
18.3%
N/a
N/a
1.0%
0.1%
29.6%
13.5%
N/a
N/a
31
Data-focused strategies from Ghanas operators including Airtel, MTN, Tigo and Vodafone will involve
them pushing tailored services like mobile money and bundled WhatsApp as well as other apps that can
be accessed on smartphones using zero-rated data.
Reducing the cost of accessing smartphones is an important area of focus for operators. We forecast
that smartphones will account for 9% of handsets by 2018.
Mobile handset data is driving revenue growth in Ghana, as it is elsewhere in SSA. Drivers of data takeup include the tripling of smartphone penetration and the increased appeal of mobile services such as
mobile money.
We forecast that handset data revenue will grow at a strong CAGR of 30.8% during 20132018, while
revenue from traditional mobile voice and messaging services will remain flat.
In 2013, the NCA awarded technologically neutral BWA licences to Surfline, BLU Telecoms (formerly GKwiknet) and Goldkey Properties. Surfline launched FD-LTE services in June 2014 and BLU Telecoms
plans to launch LTE services during 2014. The regulator has no plans to issue further 4G licences in the
near future but is planning to free up spectrum by 2015 following the digital switchover.
We expect 4G/LTE to have a limited impact during the forecast period and remain a niche service with
only 1.56 million mobile connections (4% of mobile connections) by 2018.
Incumbent Vodafone Ghana leads the market by far with a market share of more than 90% at the end of
2013. The operator has the most extensive network, with a presence in all the regional capitals.
Lack of competition has almost certainly constrained the market, but Vodafone Ghanas fixed network
investment of GHS50 million (USD24.5 million) since 2010 has also stimulated market growth.
Fixed broadband connections will grow but will still remain far behind mobile broadband connections.
32
Including M2M
Excluding M2M
10
8
6
4
2
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Mobile ARPU
Handset ARPU
Mobile ARPU is calculated as total mobile service revenue (retail and wholesale), excluding
M2M, divided by total average mobile connections, excluding M2M.
33
Ghana fixed: The fixed market is well behind the mobile market,
but fixed broadband growth will be steady, driven by BFWA
Percentage
of the population
1.0%
0.8%
0.6%
0.4%
0.2%
0.0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice
Fixed broadband
IPTV
Figure 30: Fixed ASPU rates by service type, Ghana, 20092018 [Source:
Analysys Mason, 2014]
120
100
80
60
40
20
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice ASPU
34
250
Figure 32: Telecoms retail revenue by service type, total service revenue and
growth rates, Kenya, 20132018 [Source: Analysys Mason, 2014]
Service type
200
150
100
50
1
2
3
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Includes USB modem, and mid- and large-screen, but not handset-based data.
Includes narrowband, VoBB and dial-up Internet access.
Includes retail and wholesale revenue.
Mobile voice
Mobile M2M
Mobile messaging
Fixed voice and narrowband
Fixed broadband and IPTV
Mobile handset data
Business network services
Mobile broadband
Service revenue (retail and wholesale)
Analysys Mason Limited 2014
Mobile handsets
Mobile broadband
Mobile M2M
Fixed voice
Fixed broadband
IPTV
4 Not available.
Connections (million)
2013
2018
29.8
41.6
0.3
0.9
0.0
0.7
0.2
0.2
0.1
0.2
0.0
0.0
CAGR
20092013 20132018
11.4%
6.9%
140.9%
21.6%
N/a
70.0%
26.4%
4.5%
44.9%
16.4%
N/a
24.8%
35
The introduction of low-cost smartphones and associated data plans is expected to drive an increase in
handset data revenue.
Kenyas operators are aggressively promoting smartphone take-up leading operator Safaricom has
stopped selling feature phones and is driving smartphone take-up through the introduction of a low-cost
smartphone Yolo. Other players are expected to follow suit.
Kenya has led the world in adoption of mobile financial services. This has been a major contributor to
the growth of mobile ARPU and has both driven and been driven by mobile handset data adoption.
Safaricoms high market share of mobile services has been a factor in the success of the M-Pesa
mobile money offering, which is now being replicated across Africa and elsewhere.
We forecast that smartphones will account for 8% of handsets in 2018, driving a CAGR of 14.7% for
handset data revenue in 20132018.
LTE has not been deployed in Kenya, because the government is holding on to critical spectrum in
order to drive the construction of an open-access wholesale LTE network via a public private
partnership (PPP) within the 700MHz and 2.6GHz bands by 2015. This strategy is complex and we
foresee delays in the process, which will impact the timing of commercial availability of LTE.
We therefore forecast slow growth in LTE, which will only account for 3% of mobile connections in 2018.
Fixed broadband connections are expected to grow at a CAGR of 16.4% because of pent-up demand
for residential broadband services, which will drive growth in fixed broadband revenue.
We forecast that fixed broadband revenue will reach KES7.9 billion (USD94 million) at a CAGR of 8%
during 20132018. This will more than offset the decline in fixed voice revenue, which will decline to
KES0.6 billion (USD7 million) in 2018 at a CAGR of 13.4% during 20132018. Fixed voice revenue
declines are the result of fixedmobile substitution and lower ARPU for fixed voice services.
36
Including M2M
Excluding M2M
400
300
200
100
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Mobile ARPU
Handset ARPU
Mobile ARPU is calculated as total mobile service revenue (retail and wholesale), excluding
M2M, divided by total average mobile connections, excluding M2M.
37
Percentage
of the population
1.5%
1.0%
0.5%
0.0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice
Fixed broadband
IPTV
Figure 38: Fixed ASPU rates by service type, Kenya, 20092018 [Source:
Analysys Mason, 2014]
10000
8000
6000
4000
2000
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice ASPU
38
1800
1600
Figure 40: Telecoms retail revenue by service type, total service revenue and
growth rates, Nigeria, 20132018 [Source: Analysys Mason, 2014]
1400
1200
1000
800
600
400
1
2
200
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Includes USB modem, and mid- and large-screen, but not handset-based data.
Includes narrowband, VoBB and dial-up Internet access.
Includes retail and wholesale revenue.
Mobile voice
Mobile M2M
Mobile messaging
Fixed voice and narrowband
Fixed broadband and IPTV
Mobile handset data
Business network services
Mobile broadband
Service revenue (retail and wholesale)
Analysys Mason Limited 2014
Mobile handsets
Mobile broadband
Mobile M2M
Fixed voice
Fixed broadband
IPTV
4 Not available.
Connections (million)
2013
2018
123.7
179.0
1.1
2.7
0.0
6.6
0.3
0.3
0.4
0.8
0.0
0.0
CAGR
20092013 20132018
14.1%
7.7%
55.8%
20.2%
N/a
223.1%
29.9%
3.9%
44.9%
18.4%
N/a
114.8%
39
Increased smartphone take-up will drive data usage and spend in Nigeria. We forecast smartphones will
account for 18% of connections by 2018, up from 11% in 2013, one of the highest penetrations in SSA.
Handset data ARPU will increase in the next 5 years to reach NGN266.6 per month, up from NGN120
at a CAGR of 17.3%. We forecast solid growth in handset data revenue at a CAGR of 26.8% during
20132018 because of an increase in smartphone penetration.
We assume price competition will intensify in the prepaid market, impacting voice ARPU in particular.
Further MTR cuts imposed in 20142016 will leave room for lower-priced offers and flat on-net and offnet tariffs. Price per minute is expected to decline significantly at a CAGR of 14%.
We forecast that mobile retail voice revenue will increase at a CAGR of 3.2% in 20132018 because of
growth in outgoing mobile voice traffic (mainly because of growth in subscribers) at a CAGR of 19.9%.
LTE remains a niche service, confined to the main cities of Abuja, Ibadan and Lagos. This will continue
because operators with scale cannot enter the market because of spectrum constraints.
Operators are likely to focus on boosting take-up of 3G for the foreseeable future since its share of
mobile connections is low at 11% in 2013.
LTE is expected to pick up after 2015 when the NCC makes the 2.6GHz spectrum available. We
forecast that LTE will represent 1% of mobile connections in 2018.
Fixed broadband connections will reach 842 289 in 2018 at a CAGR of 19.4% during 20132018 from a
very low base. Nigerias fixed telecoms market is highly fragmented and ongoing financial challenges
facing the incumbent operator have been a significant factor constraining market development.
BFWA (mainly WiMAX) will continue to be the main technology used to deliver fixed broadband
services in Nigeria. We forecast BFWA connections will grow to 755 556 in 2018 at a CAGR of 19.4%.
40
80%
60%
40%
20%
0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Including M2M
Excluding M2M
1500
1000
500
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Mobile ARPU
1
Handset ARPU
Mobile ARPU is calculated as total mobile service revenue (retail and wholesale), excluding
M2M, divided by total average mobile connections, excluding M2M.
41
Percentage
of the population
0.8%
0.6%
0.4%
0.2%
0.0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice
Fixed broadband
IPTV
Figure 46: Fixed ASPU rates by service type, Nigeria, 20092018 [Source:
Analysys Mason, 2014]
6000
5000
4000
3000
2000
1000
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice ASPU
42
160
Service type
140
Figure 48: Telecoms retail revenue by service type, total service revenue and
growth rates, South Africa, 20132018 [Source: Analysys Mason, 2014]
120
100
80
60
40
1
2
20
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Includes USB modem, and mid- and large-screen, but not handset-based data.
Includes narrowband, VoBB and dial-up Internet access.
Includes retail and wholesale revenue.
Figure 49: Connections by type, and growth rates, South Africa, 20132018
[Source: Analysys Mason, 2014]
Connection type
Mobile voice
Mobile M2M
Mobile messaging
Fixed voice and narrowband
Fixed broadband and IPTV
Mobile handset data
Business network services
Mobile broadband
Service revenue (retail and wholesale)
Analysys Mason Limited 2014
Mobile handsets
Mobile broadband
Mobile M2M
Fixed voice
Fixed broadband
4
Not available.
IPTV
Connections (million)
2013
2018
66.2
74.7
4.5
8.6
3.0
8.9
3.9
3.7
CAGR
20092013 20132018
9.8%
2.4%
37.2%
13.9%
24.2%
24.0%
2.3%
1.4%
1.3
2.1
18.0%
10.1%
0.0
0.2
N/a
N/a
43
We expect the cut in MTRs (50% between 2013 and 2014, with asymmetric rates in 2014 between the
two largest operators Vodacom and MTN and their main competitors Cell C and Telkom Mobile) to
stimulate price competition and leave room for lower-priced offers and flat on- and off-net tariffs.
We forecast that mobile voice ARPU will decline from USD9 to USD7 at a of CAGR 4.3%, generating
a CAGR of 1.7% for mobile voice revenue in 20132018.
We expect leading operators to continue stimulating smartphone adoption through competitive data
packages targeted towards different market segments and through the introduction of low-cost
handsets.
Smartphones will account for 51% of handsets in 2018.
LTE has been deployed by most operators but on a limited scale. Operators note that LTE coverage is
also limited by regulatory delays in releasing critical spectrum (in the prime 700MHz and 800MHz
bands). In the meantime we expect operators to focus on recouping significant investments made in
their 3G networks.
LTE is expected to remain a niche service targeted towards high-end data users and corporate
customers. It will account for 11% of mobile connections in 2018.
Fixed broadband growth will continue to be solid, driven by increased competition in the market.
Incumbent operator Telkom has invested in VDSL technology and is migrating to a next-generation
network with a strong focus on FTTx. Neotel launched an FWA LTE service in August 2013 as
competition to ADSL services. The pending merger between Neotel and Vodacom will also boost
competition.
A new entrant for FTTH has been proposed, but we expect the impact on the market to be limited.
44
Including M2M
Excluding M2M
Figure 52: ARPU rates by type, South Africa, 20092018 [Source: Analysys
Mason, 2014]
160
140
120
100
80
60
40
20
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Mobile ARPU
1
Handset ARPU
Mobile ARPU is calculated as total mobile service revenue (retail and wholesale), excluding
M2M, divided by total average mobile connections, excluding M2M.
45
Percentage
of the population
Figure 53: Fixed penetration rates by service type, South Africa, 20092018
[Source: Analysys Mason, 2014]
10%
8%
6%
4%
2%
0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice
Fixed broadband
IPTV
Figure 54: Fixed ASPU rates by service type, South Africa, 20092018
[Source: Analysys Mason, 2014]
500
400
300
200
100
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice ASPU
46
8000
Service type
7000
Figure 56: Telecoms retail revenue by service type, total service revenue and
growth rates, Sudan, 20132018 [Source: Analysys Mason, 2014]
6000
5000
4000
3000
2000
1
2
1000
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Includes USB modem, and mid- and large-screen, but not handset-based data.
Includes narrowband, VoBB and dial-up Internet access.
Includes retail and wholesale revenue.
Mobile voice
Mobile M2M
Mobile messaging
Fixed voice and narrowband
Fixed broadband and IPTV
Mobile handset data
Business network services
Mobile broadband
Service revenue (retail and wholesale)
Analysys Mason Limited 2014
Mobile handsets
Mobile broadband
Mobile M2M
Fixed voice
Fixed broadband
IPTV
4 Not available.
Connections (million)
2013
2018
28.6
36.7
0.4
0.9
0.0
0.6
0.4
0.4
0.2
0.3
0.0
0.0
CAGR
20092013 20132018
16.1%
5.1%
24.2%
18.6%
N/a
N/a
5.1%
1.3%
22.6%
8.3%
N/a
N/a
47
Rising inflation, foreign exchange shortages and a devalued local currency in Sudan are impacting on the
operators ability to conduct business and negatively impacting on real (USD) mobile retail revenue.
We forecast that mobile retail revenue will grow modestly at a CAGR of 4.3% during 20132018.
3G services are provided by all three operators: MTN, Sudatel and Zain. This, together with the lack of
competition in the fixed broadband market and the high cost of fixed broadband tariffs, is boosting mobile
handset data use.
Handset data revenue will grow at a 26.2% CAGR during 20132018.
The fixed broadband market is underdeveloped and suffers from low investment. There are two main
fixed broadband providers, incumbent Sudatel and Canar Telecom, which have managed to keep fixed
broadband prices high.
The planned exit of Canar Telecom is likely to threaten market growth, but this will depend on the
operators ability to find a buyer.
We forecast that growth in fixed broadband connections will be at a CAGR of 8.3% during 20132018,
which still means the 2018 connection figure will be under 350 000 well below the number of mobile
broadband and 3G connections.
48
80%
60%
40%
20%
0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Including M2M
Excluding M2M
25
20
15
10
5
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Mobile ARPU
Handset ARPU
Mobile ARPU is calculated as total mobile service revenue (retail and wholesale), excluding
M2M, divided by total average mobile connections, excluding M2M.
49
Percentage
of the population
1.2%
1.0%
0.8%
0.6%
0.4%
0.2%
0.0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice
Fixed broadband
IPTV
Figure 62: Fixed ASPU rates by service type, Sudan, 20092018 [Source:
Analysys Mason, 2014]
80
70
60
50
40
30
20
10
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
50
3500
Figure 64: Telecoms retail revenue by service type, total service revenue and
growth rates, Tanzania, 20132018 [Source: Analysys Mason, 2014]
Service type
3000
2500
2000
1500
1000
1
2
500
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Includes USB modem, and mid- and large-screen, but not handset-based data.
Includes narrowband, VoBB and dial-up Internet access.
Includes retail and wholesale revenue.
Mobile voice
Mobile M2M
Mobile messaging
Fixed voice and narrowband
Fixed broadband and IPTV
Mobile handset data
Business network services
Mobile broadband
Service revenue (retail and wholesale)
Analysys Mason Limited 2014
Mobile handsets
Mobile broadband
Mobile M2M
Fixed voice
Fixed broadband
IPTV
4 Not available.
Connections (million)
2013
2018
27.1
40.9
1.6
2.8
0.0
0.9
0.2
0.2
0.0
0.1
0.0
0.0
CAGR
20092013 20132018
11.6%
8.6%
42.7%
12.7%
N/a
N/a
1.0%
1.0%
16.3%
17.4%
N/a
N/a
51
We expect the mobile penetration rate to increase and reach 76% by 2018, up from 57% in 2013, but this still
lags behind other SSA markets.
Growth is likely to come from low-income segments as operators plan to improve coverage in rural areas.
However, the new 14.5% excise duty on telecoms services could slow operator expansion plans.
The TZS1000 (USD0.64) SIM tax could affect low-income users and reduce multiple-SIM ownership,
thereby slowing the growth rate in mobile SIMs.
High levels of competition are driving tariff reductions. We forecast that price per minute will decline at a
CAGR of 9.4%, resulting in a decline in mobile voice ARPU at a CAGR of 4.2% during 20132018.
We expect modest growth in mobile voice revenue at a CAGR of 3.3% during 20132018 and solid
growth in mobile voice traffic at a CAGR of 14% in 20132018.
Smile Tanzania launched 4G services in Dar es Salaam and Arusha in August 2012 and is the sole
provider of LTE services.
In January 2014 Smile started testing voice-over-LTE (VoLTE) over its network.
The LTE service is targeted towards high-end data users. We expect LTE to remain a niche ADSL
replacement service and account for 2% of mobile connections in 2018.
Faced with declining market share, the incumbent operator TTCL has reduced its DSL prices in
response to increased competition from BFWA operators. This is expected to stimulate competition and
spur further growth.
We forecast solid growth in fixed broadband connections at a CAGR of 17.4% during 20132018.
52
Tanzania mobile: MTR cuts will put mobile ARPU under pressure;
growth in handset data ARPU will offset the decline in voice ARPU
Percentage of the
population, handsets
or SIMs
Including M2M
Excluding M2M
Mobile ARPU
1
Handset ARPU
Mobile ARPU is calculated as total mobile service revenue (retail and wholesale), excluding
M2M, divided by total average mobile connections, excluding M2M.
53
Percentage
of the population
0.3%
0.2%
0.1%
0.0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice
Fixed broadband
IPTV
Figure 70: Fixed ASPU rates by service type, Tanzania, 20092018 [Source:
Analysys Mason, 2014]
60000
50000
40000
30000
20000
10000
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice ASPU
54
4000
Service type
3500
Figure 72: Telecoms retail revenue by service type, total service revenue and
growth rates, Uganda, 20132018 [Source: Analysys Mason, 2014]
3000
2500
2000
1500
1000
1
2
500
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Includes USB modem, and mid- and large-screen, but not handset-based data.
Includes narrowband, VoBB and dial-up Internet access.
Includes retail and wholesale revenue.
Mobile voice
Mobile M2M
Mobile messaging
Fixed voice and narrowband
Fixed broadband and IPTV
Mobile handset data
Business network services
Mobile broadband
Service revenue (retail and wholesale)
Analysys Mason Limited 2014
Mobile handsets
Mobile broadband
Mobile M2M
Fixed voice
Fixed broadband
IPTV
4 Not available.
Connections (million)
2013
2018
17.8
29.5
0.4
1.0
0.0
0.6
0.3
0.2
0.1
0.2
0.0
0.0
CAGR
20092013 20132018
17.6%
10.6%
47.7%
20.6%
N/a
148.2%
2.1%
2.8%
39.8%
12.0%
N/a
N/a
55
The competitive landscape in Uganda has changed following the merger between Airtel Uganda and
Warid Uganda in May 2013, which led to Airtel Uganda gaining 13 percentage points in terms of market
share of mobile SIMs.
In January 2014 Orange Uganda announced that it was looking to exit the market. South Africa-based
companies MTN and Vodacom have expressed interest in buying Oranges stake in Uganda.
We expect more market dynamism in the next few years and prices are expected to decline, resulting in
higher penetration levels.
We forecast that mobile penetration will reach 67% in 2018 up from 48% in 2013. However, this
significantly lags behind other SSA markets.
MTN, Smile and Orange launched commercial LTE services in Kampala in 2013.
LTE is expected to remain a niche service targeted towards corporate and high-end residential
customers.
We forecast that take-up of LTE will be slow because average incomes are low. LTE will account for 2%
of mobile connections in 2018.
Fixed wireless will continue to dominate the fixed broadband market, because the copper infrastructure
is limited.
We expect market consolidation among FWA operators and increased price competition, which will
stimulate growth.
We forecast that fixed broadband connections will reach 167 068 at a CAGR of 12% during 20132018,
of which 87% will be BFWA connections, 10% DSL connections and 3% FTTx connections.
56
Including M2M
Excluding M2M
Mobile ARPU
1
Handset ARPU
Mobile ARPU is calculated as total mobile service revenue (retail and wholesale), excluding
M2M, divided by total average mobile connections, excluding M2M.
57
Percentage
of the population
1.2%
1.0%
0.8%
0.6%
0.4%
0.2%
0.0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice
Fixed broadband
IPTV
Figure 78: Fixed ASPU rates by service type, Uganda, 20092018 [Source:
Analysys Mason, 2014]
60000
50000
40000
30000
20000
10000
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fixed voice ASPU
Executive summary
Regional forecasts and cross-country comparison
Individual country forecasts
About the authors and Analysys Mason
58
59
William Hare (Analyst) is the leader of Analysys Masons Telecoms Market Matrix research programme, which
tracks and compares telecoms metrics and market shares for all the major fixed and mobile operators in Europe. He
joined Analysys Mason's Consulting division in 2007, before transferring to the Research division in 2010. William's
primary specialisations include business and market modelling and data analysis, for both the mobile and fixed
telecoms markets. He read mathematics at the University of Cambridge.
Alexandra Rehak (Partner, Head of Regional Markets Research) is the head of Analysys Masons Regional
Markets research practice. She previously served as Research Director of Analysys Masons Custom Research
group, where she developed and directed client-specific projects on market, competitive and regulatory issues for a
variety of clients including service providers, vendors and regulators. Alexandras primary areas of specialisation
include media and entertainment, mobile telecoms services for both consumer and enterprise markets, best practice
and competitive strategy, and benchmarking. Before joining Analysys Mason, Alexandra was Director of Advisory
Services at the international telecoms research firm TeleGeography. Her other previous experience includes
management roles in Motorolas Business Research and Strategy group in Asia, in the telecoms/media/technology
division of PA Consulting Group, and as Director, AsiaPacific region for Pyramid Research.
60
Consulting
Our focus is exclusively on TMT.
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We have developed rigorous methodologies that deliver tangible
results for clients around the world.
For more information, please visit www.analysysmason.com/consulting.
Research
We analyse, track and forecast the different services accessed by
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Research clients benefit from regular and timely intelligence in
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Our dedicated Custom Research team undertakes specialised and
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For more information, please visit www.analysysmason.com/research.
Analysys Mason Limited 2014
Alongside our standardised suite of research programmes, our Custom Research team undertakes specialised, bespoke research
projects for clients. The dedicated team offers tailored investigations and answers complex questions on markets, competitors and
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To find out more, please visit www.analysysmason.com/research.
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61
62
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Analysys Mason Limited 2014. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means electronic, mechanical,
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