6/9/2011
By: Ms. Nguyen Thanh Xuan
Chief Strategy Officer – Viettel Group
Viettel – At a glance
Telecom services – Bandwidth hunger
Digital dividend – How to get best benefit?
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6/9/2011
Viettel – At a glance
Telecom services – Bandwidth hunger
Digital dividend – How to get best benefit?
Telecom Market Entry: 2000
Mobile Market Entry: 2004
Growth (2000 ÷ 2010):
• Revenue: From 3M$ To 5B$ (1,500+ Times)
• Subscribers: From 0 To 50M (#1 Mobile)
• BTS : From 0 To 50,000 (#1)
• FO: From 0 To 150,000Km (#1)
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Presence: Vietnam
(Viettel), Cambodia
(Metfone), Lao (Unitel),
Haiti (Natcom),
Mozambique,
Peru…
Full-licensed: Mobile,
Fixed, Internet,
Network Infrastructure
60'000
Viettel Revenue 2006 - 2010 (million USD)
6,000
5,360
5,000
4,000
3,350
3,000
1,941
2,000
975
1,000
440
Y2006
Y2007
Y2008
Y2009
Y2010
51'068
4'500'000
47'500
4'266'423
50'000
4'000'000
3'500'000
40'000
3'000'000
28'469
30'000
2'500'000
2'000'000
20'000
10'000
11'787
1'500'000
4'345
1'000'000
500'000
-
0
2006
2007
2008
2009
2010
Mobile Subscribers (K)
813'986
289'663
333'109
225'180
4'493 39'940102'896
2004 2005 2006 2007 2008 2009 2010 2011
Broadband Subscribers
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Largest infrastructure in Indochina.
Vietnam:
+ Coverage: 97% population
+ 2G: 28,000 BTS
+ 3G: 20,000 BTS
Cambodia:
+ 2G:3,700 BTS
+ 3G: 1,300 BTS
Lao:
+ 2G: 1,800 BTS
+ 3G: 500 BTS
Viettel – At a glance
Telecom services – Bandwidth hunger
Digital dividend – How to get best benefit?
4
6/9/2011
Any
Any
Any
Any
Where: Coverage (100% population)
Time: Big Capacity& High Speed
Body: Packages (From 3 years old)
Price: Marginal cost (almost 0)
Telecom Infrastructure Like Roads & Highways
Telecom = Infrastructure Of Information Society
High Telecom Density = High GDP Growth
• 10% Mobile Penetration => 1% GDP Growth
• 10% Broadband Internet => 1.5% GDP Growth
Telecom Services = Big Industry (3-5% GDP)
Telecom Growth Can Be High: (2-4)xGDP
Growth
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•
2G = 13Kb/s & 5-10 min/day/user
3G = 30Kb/s & 20-30 min/day/user
3G BW=3-5 2G BW (Assumption for 3G:
bits/Hz 3 times higher)
3.5G (HSPA) = 1.5 - 3Mb/s
4G (LTE) = 10 – 15Mb/s
Viettel – At a glance
Telecom services – Bandwidth hunger
Digital dividend – How to get best benefit?
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6/9/2011
2011- 2020
470 MHz
694MHz
PAL/DVBPAL/DVB-T/DVBT/DVB-H
790MHz
806 MHz
1st
TEMPORARY
DVBDVB-T/PAL
Digital
Dividend
800/900 MHz
cellular
After 2020
470 MHz
694MHz
PAL/DVBPAL/DVB-T/DVBT/DVB-H
790MHz
806 MHz
1st Digital
Dividend
2nd Digital
Dividend ?
800/900 MHz
cellular
‼
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Benefit for the country: in term of socioeconomic impact.
Optimize investment for telcos: LTE
deployment with 700MHz and 2500 MHz
band.
Best services for customers.
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Economic benefit: contribute to GDP, increase
Subscriber base
Social benefit: narrow digital gap between
cities and rural areas, improve education and
health services.
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CAPEX
Rural Coverage
Equipment Readiness
Coverage: 2.5 times.
CAPEX: 5 times.
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6/9/2011
700MHz band: Most economical.
For an area of 60km2, population of 52K:
Fixed
No of station
Fee/household ($)
120
LTE 700
LTE 2500
1
5
2.4
12
Vendors.
Data cards: 65% LTE 700 supported.
Handset: 90% LTE 700 supported.
Viettel trial.
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6/9/2011
Bandwidth: 10 MHz.
Download speed: 74 Mb/s.
Services: HD TV, HD video call, HD
conference.
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