Mobile market trends in Russia and the FSU

The Former Soviet Union (FSU) remains one of the most attractive mobile markets globally. It is a region with robust subscriber growth potential, an increasingly competitive environment plus a unique mix of politics and economics.

Report Highlights
One common theme among telcos is clear - they are all looking to provide an efficient next-generation network on which they can offer high-quality value-added services (VASs) to their customers. Telecoms operators are faced with a string of challenges from defending their core fixed revenues to generating growth from new wave services and international operations.
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In a nutshell
Key messages
The market potential
More connection growth to come
GSM dominates the market, but there is still room for other technologies
3G presents new opportunities
Revenues are low but profitability is high
Fertile environment for mobile broadband
Strong potential for wireless value-added services
Competitive intensity
Dominance of Russian and Nordic players
Expansion opportunities still exist within the region
External environment dynamics
Politics and historical ties are relevant
Business climate is still challenging
Resource-dependent FSU economics are vulnerable
Country analysis
Overview
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Table 1: Issue of 3G licences in the FSU (end September 2008)
Table 2: Nordic and Russian players in the FSU (end 2008)
Table 3: Armenia
Table 4: Azerbaijan
Table 5: Belarus
Table 6: Georgia
Table 7: Kazakhstan
Table 8: Kyrgyzstan
Table 9: Moldova
Table 10: Russia
Table 11: Tajikistan
Table 12: Turkmenistan
Table 13: Ukraine
Table 14: Uzbekistan
Figure 1: Mobile penetration rates in the FSU (2003 – 3Q08)
Figure 2: Mobile penetration versus CAGR matrix (2003–08)
Figure 3: Non-GSM subscribers as a percentage of total subscribers (3Q08)
Figure 4: Annual ARPU forecasts (2008–13)
Figure 5: Comparing profitability margins of FSU and non-FSU operators
Figure 6: GDP per capita and GDP growth rates for FSU markets
Figure 7: Mobiles as a percentage of total telephones (2007)
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