2015 Q4

Transcription

2015 Q4
ELECTRONIC COMMUNICATIONS
MARKET IN TURKEY
MARKET DATA (2015 Q4)*
* In the event of any discrepancy, the original report in Turkish shall prevail.
AGENDA

Chairman’s Note

Executive Summary

Market Overview

Consumer Complaints

Market Data

Fixed

Broadband Internet

Mobile

Other Services
2
CHAIRMAN’S NOTE
Information contributes to individuals’, institutions’ and countries’ technical,
economic and social development. “Turkish Electronic Communications Market
Quarterly Data Report" which is prepared based on the data obtained from
operators, contains important information for consumers, operators, NGOs; and
individuals or institutions about the situation of the electronic communications
market in Turkey.
This Quarterly Report provides information about the fourth quarter of 2015, gives
comparative information with previous periods and differently from previous
Quarterly Data Reports of 2015, includes the comparison of the years 2014 and
2015. Comparing not only the fourth quarter but also the whole year of 2015, it is
observed that there are important developments in the sector.
 Regarding broadband internet services, there are 9.5 million fixed and 39.1
million mobile broadband subscribers. That means total broadband subscribers
reached to 48.6 million and the number of internet subscribers increased by
18% last year. The highest increase is seen in fiber-to-the-home subscriptions
with 36%.
 As broadband services became widespread, data revenues have become a
significant portion of the revenues of the operators. In this context, the share of
revenues from data services in total mobile revenues rose from 25% to 33.8% in
last year.
 In terms of fiber infrastructure, by the end of the year 2014 fiber length was
244,847 km and at the end of the year 2015 it increased by 10% and reached to
268,120 km. Compared to previous quarter, fiber length has increased by 2.6%.
On the other hand, in the context of protecting consumer rights and interests which
constitutes a basic reason for the existence of our Authority, we continue to share
our activities aimed at protecting consumers transparently. Consumer complaints
data in the report shows us that in terms of “total number of complaints” mobile
services take the lead while in terms of “complaints per one million subscribers”
ISPs take the lead. For decreasing number of consumer complaints necessary steps
are taken by the Authority to eliminate consumer complaints and to increase
consumer satisfaction. At this point, I would like to share one of the most recent
studies as an example. After getting more complaints about fair usage policy in
broadband internet services, namely lowering access speed after exceeding a
certain traffic quota we have initiated a study in order to improve data download
speeds of fixed and mobile internet services after fair usage quota and to increase
the predictability and transparency of services for consumers. In this context, we
plan to finalize this study in the scope of “2016 Work Plan” which has been
published on our Authority’s website.
 Thanks to the auction held on 26th August 2015 to authorize IMT Services and
Infrastructures, total investment reached the highest value in the fourth quarter
of 2015. Thus, mobile network operators’ total annual investments had
increased by 378% to 14.7 billion ₺ in 2015. Considering all operators in the I kindly present this Report, which I expect you will find it useful, containing the
electronic communications market, total investments had exceeded 17 billion ₺ quantitative development of the Turkish electronic communications sector in the
fourth quarter and whole year of 2015. I hope that the year 2016 and forthcoming
by 205% increase.
 Net sales of operators in Turkish electronic communications sector increased by years to be more productive for both our sector and our country.
18% last year and exceeded 39 billion ₺.
 As of the end of fourth quarter, together with 11.5 million fixed subscribers,
there are more than 73.6 million mobile subscribers which correspond to 93.5%
mobile penetration. The total population is 66 million excluding 0-9 age range, at
the end of 2015 according to TUIK data, and number of M2M subscribers
increased from 2.5 million in 2014 to 3.2 million by the end of 2015, which
implies that increases in mobile subscriptions will be particularly depending on
the change in number of M2M connections.
Yours sincerely
3
Dr. Ömer Fatih SAYAN
President of the Authority
Chairman of the Board
EXECUTıVE SUMMARY (MARKET OVERVıEW)

There are 686 operators providing service within a total of 1,088
authorizations as of March 2nd, 2016.

Total net sales of Türk Telekom and mobile network operators
approximately worth 8.2 billion ₺, while other operators’ total net
sales approximately worth 2.2 billion ₺.

Total investments of Türk Telekom and mobile network operators is
around 13.1 billion ₺’s.

Total investment of other operators has been realized as 507.9
million ₺s in the fourth quarter of 2015.

Mobile traffic volume is 56.9 billion minutes and fixed traffic volume
is 2.7 billion minutes in the fourth quarter of 2015.
4
EXECUTıVE SUMMARY (FıXED MARKET)

There are approximately 11.5 million fixed telephony subscribers and
penetration rate is 14.6%. However, considering the fact that average
household size is around 3.60 in Turkey, we may assume fixed
telephony services reach to a significant proportion of population.

Number of Carrier Pre-Selection (CPS) users is 180,462, while the
number of users having call-by-call carrier selection services is
61,326.

Percentage of PSTN revenues on total revenues of Türk Telekom is
31.6%, while the proportion of access revenues is around 47.4%.

“On-net traffic/total traffic” ratio for Türk Telekom is 65.3%. On the
other hand; proportion of traffic to mobile networks is 27.6% of total
traffic.
5
EXECUTıVE SUMMARY (FıXED MARKET)

Market share of alternative operators for local calls is 15.7%, while
Türk Telekom has a market share of 84.3%.

Market share of alternative operators for national calls is 42.2%,
while Türk Telekom has a market share of 57.8%.

Market share of alternative operators for calls to mobile networks is
45%, while Türk Telekom has a market share of 55%.

Market share of alternative operators for international call
origination is 31.6%, while Türk Telekom has a market share of 68.4%.

Market share of alternative operators for international calls
terminated on fixed network is 48.6%, while Türk Telekom has a
market share of 51.4%.
6
EXECUTıVE SUMMARY (FıXED MARKET)

Market share of alternative operators for international calls
terminated on mobile networks is 75.4%, while Türk Telekom has a
market share of 24.6%.

Market share of alternative operators for call origination from fixed
network is 31.1% (share in total traffic), while Türk Telekom has a
market share of 68.9%.

Germany is the most frequently communicated country via fixed
network (outgoing and incoming).

Fixed Minutes of Usage (MoU) is 139.

Türk Telekom’s ARPU is 23.6 ₺.
7
EXECUTıVE SUMMARY (BROADBAND ıNTERNET)

The number of broadband subscribers, which was 6 million in 2008,
is around 48.6 million(*)

Number of internet subscribers in Turkey increased by 3.9% as
compared to the previous quarter thanks to the increase in number
of mobile and fibre internet subscribers. Annual growth rate of total
number of internet subscribers has reached to 17.8%.

Number of xDSL subscribers in the fourth quarter is over 7.1 million.

Number of mobile broadband subscribers (computer and mobile
handset) is around 39.1 million.
(*) Mobile broadband ratio given here is updated. Currently, it includes the subscribers who have used packages less than one
month period, who have used packages longer than one month period and who have accessed internet without any packages.
Previously, it was just consisted of the subscribers who had packages longer than one month period.
8
EXECUTıVE SUMMARY (BROADBAND ıNTERNET)

Number of cable internet subscribers reached to 629,064.

Nearly 66.4% of fixed broadband subscribers in Turkey prefer offers
providing 10-30 Mbps download speeds.

81.2% of users connecting to mobile internet via computer have a
data usage of 100 Mb and above. Almost 15.6% of subscribers are
within the 0-50 Mb interval.
9
EXECUTıVE SUMMARY (MOBıLE MARKET)

There are around 73.6 million mobile subscribers corresponding to 93.5%
penetration rate. Mobile penetration rate exceeds 100% when 0-9 year’s
old population are excluded.

Number of 3G subscribers in the fourth quarter is over 64 million.

Turkcell has 46.2%, Vodafone has 30.4% and Avea has 23.4% market
share according to the number of subscribers.

Nearly 51.8% of total mobile subscribers are pre-paid users.

Almost 10.3% of total mobile subscribers are corporate subscribers while
the rest are individuals.

Churn rates are 3.6% for Turkcell, 2.9% for Vodafone and 2.8% for Avea.
10
EXECUTıVE SUMMARY (MOBıLE MARKET)

As of February 9th, 2016 total number of ported numbers are over 90.6
million(cumulative).

M2M subscribers reached almost 3.2 million in the fourth quarter of
2015.

Germany is the most frequently communicated country via mobile
networks (outgoing and incoming).

Total number of SMS is around 24.5 billion and number of MMS is 17.5
million.

With respect to revenues, market share of Turkcell is 42.2% while market
shares of Vodafone and Avea are 36.8% and 21.0% respectively.
11
EXECUTıVE SUMMARY (MOBıLE MARKET)

Voice revenues make up 58.4% of Turkcell’s total revenues, 43.3% of
Vodafone’s and 44.6% of Avea’s. SMS+MMS revenues make up 5.8%
of Turkcell’s revenue and corresponding figures are 8.7% for Avea and
10.0% for Vodafone. Data revenues make up 43.2% for Vodafone,
42.3% for Avea and 29.4% for Turkcell.

ARPU is 24.7 ₺ for Turkcell, 25.2 ₺ for Vodafone and 23.5 ₺ for Avea.

As of December 2015, Turkcell’s MoU is 325, Vodafone’s MoU is 453
and Avea’s MoU is 501. Overall MoU rate for Turkey is 399 minutes
for 2015 Q4.
12
EXECUTıVE SUMMARY (OTHER OPERATORS)

Alternative operators have fiber length of 56,592 km, while Türk
Telekom has 211,528 km of fiber infrastructure. Nearly 124,349 km of
this infrastructure is used for backbone and the remaining is used for
access.

Infrastructure operators’ total revenue is around 265.9 million ₺.

TURKSAT, as an operator of cable broadcasting services, has
1,160,985 cable TV subscribers and has 798,476 digital cable TV
subscribers.

Number of subscribers having GMPCS mobile telephony services is
7,829 and corresponding revenue is approximately 4.1 million ₺.
13
EXECUTıVE SUMMARY (OTHER OPERATORS)

Satellite communication operators provide services such as
international internet connections, video conference and point-topoint international satellite data circuits, to 10,441 subscribers. Total
revenue generated from these services is approximately 86.3 million
₺.

Total number of calls for directory services is 6,130,254 and the
corresponding call time is 10,093,766 minutes. Total revenue of DQ
operators is approximately 20.1 million ₺.

Number of subscribers having PMR/PAMR services is 2,799, number
of users is 97,984 and the total revenue is around 5.1 million ₺.
14
MARKET OVERVıEW
Number of Authorizations Based on Authorization Type (As of March 2nd, 2016)
Authorization Type
Services
Number of
Authorizations
Authorization Agreement
Satellite and Cable TV Services
1
GSM Services
3
IMT-2000/UMTS Services
3
Several Telecommunication Services
1
Satellite Telecommunication Services
44
Satellite Platform Services
19
Infrastructure Operation Services
176
Internet Service Providers
423
Fixed Telephony Services
0
Cable TV Services
23
GMPCS Mobile Telephony Services
9
GSM 1800 Services on Air Vehicles
3
Mobile Virtual Network Operator Services
49
IMT Services
3
GMPCS Mobile Telephony Services
3
PMR/PAMR Services
82
Infrastructure Operation Services
9
Fixed Telephony Services
188
Directory Enquiry Services
13
Mobile Virtual Network Operator Services
36
Concession Agreement
Authorized by Notification
Authorized by Right of Use
TOTAL
1,088
15
MARKET OVERVıEW
Net Sales of Türk Telekom and Mobile Operators* , ₺
2011
2012
2013
2014
2015
Türk Telekom
7,374,599,666
7,253,226,575
7,237,240,887
7,299,814,772
Turkcell
8,332,040,983
8,828,290,710
9,123,141,855
9,569,192,094 10,060,441,508
Vodafone
3,741,607,933
4,380,371,258
4,773,658,515
5,153,420,107
8,427,327,284
Avea
2,906,743,653
3,354,467,547
3,808,180,931
4,269,465,539
4,966,653,570
TOTAL
22,354,992,235
23,816,356,090
24,942,222,187
7,935,891,670
26,291,892,512 31,390,314,032
*2011-2014 data Based on the income statements of operators notified to ICTA, Vodafone updated its 2013 net sales
data in 2014 Q4.
Net Profit of Türk Telekom and Mobile Operators* , ₺
2011
2012
2013
2014
2015
Türk Telekom
2,468,971,871 2,995,771,673 1,277,576,133
2,483,731,826
1,670,826,988
Turkcell
2,262,195,067 2,421,010,843 2,365,193,056
2,300,631,352
2,397,983,868
Vodafone
Avea
-696,907,047
-91,669,117
40,981,479
53,634,967
-69,513,352
-1,054,556,808
-752,521,475
-726,954,492
-793,497,469
-599,629,916
* Based on the income statements of operators notified to ICTA.
16
MARKET OVERVıEW
Net Sales of Türk Telekom and Mobile Operators*, ₺
2014-4
2015-1
2015-2
2015-3
2015-4
Türk Telekom
2,023,920,769
1,862,988,411
1,951,343,398
2,013,618,731
2,107,941,130
Turkcell
2,393,476,792
2,350,445,902
2,459,377,063
2,675,461,611
2,575,156,931
Vodafone
1,818,184,199
1,911,129,199
2,041,958,118
2,225,064,392
2,249,175,575
Avea
1,155,571,836
1,166,441,198
1,219,400,904
1,298,685,471
1,282,125,997
TOTAL
7,391,153,596
7,291,004,710
7,672,079,484
8,212,830,205
8,214,399,633
* Based on the quarterly notifications of operators to ICTA.
Net Sales of Other Operators, ₺
Operator Type
Internet Service Providers
2014-4
2015-1
2015-2
2015-3
2015-4
1,213,093,325 1,229,591,322 1,172,755,954 1,244,261,171 1,369,560,341
Fixed Telephony
280,764,744
290,659,607
312,922,030
356,565,792
323,165,266
Infrastructure
181,528,123
177,774,738
183,318,996
287,431,702
265,878,742
Satellite Telecommunication
89,046,099
85,567,472
91,223,658
95,412,128
86,335,030
Directory Information
18,126,410
17,982,552
18,334,603
18,625,267
20,046,004
Cable TV
117,392,317
125,188,262
132,264,966
130,944,904
125,414,280
GMPCS
5,002,309
2,163,121
2,085,250
1,908,760
4,053,900
PMR/PMAR
3,960,873
5,398,125
3,780,333
3,817,140
5,063,303
TOTAL
1,908,914,200 1,934,325,199 1,916,685,790
•Based on the quarterly notifications of operators to ICTA.
2,138,966864 2,199,516,866
17
MARKET OVERVıEW
Annual Investments of Türk Telekom and Mobile Operators*, ₺
2011
Türk Telekom
2012
2013
2014
2015
1,371,661,333
1,430,588,567
1,372,029,459
1,012,532,009
1,219,033,242
Turkcell
894,292,037
947,118,055
1,057,753,655
1,360,000,236
6,772,281,657
Vodafone
799,790,150
588,602,244
621,412,373
942,973,136
3,853,415,613
Avea
799,871,481
756,699,109
705,706,896
782,085,603
4,112,035,110
3,865,615,001
3,723,007,975
3,756,902,383
4,097,590,985
15,956,765,623
TOTAL
*Based on the income statements of operators notified to ICTA.
Quarterly Investments of Türk Telekom and Mobile Operators, ₺
2014-4
2015-1
2015-2
2015-3
2015-4
Türk Telekom
584,879,742
75,557,021
194,667,540
214,079,059
734,729,622
Turkcell
592,084,444
221,053,493
428,714,634
277,381,660
5,845,131,870
Vodafone
233,457,454
368,452,571
201,143,309
262,192,992
3,021,626,741
Avea
380,586,389
158,318,364
192,428,722
233,125,848
3,528,162,177
1,791,008,029
823,381,449
1,016,954,205
TOTAL
986,779,559 13,129,650,410
Quarterly Investment of Other Operators, ₺
Other Operators
18
2014-4
2015-1
2015-2
2015-3
540,072,409
163,014,182
179,944,099
467,398,743
2015-4
507,851,338
MARKET OVERVıEW
Annual Voice Traffic Volume, Billion Minutes
250
189,2
200
150
168,9
149,5
132,2
19,4
202,6
219,1
14,0
16,7
21,8
23,6
23,9
100
50
233,9
11,3
125,8
108,2
147,1
169,8
185,9
2012
2013
205,2
222,6
0
2009
2010
2011
Mobile
Fixed
2014
2015
Total
Quarterly Voice Traffic Volume, Billion Minutes
60
55
50
45
40
35
30
25
20
15
10
5
0
47,2
52,2
4,4
52,0
4,0
51,1
4,0
3,8
47,8
48,0
47,2
47,2
51,0
55,8
3,7
56,4
3,3
59,3
55,9
55,3 2,9
3,2
3,1
59,6
2,6
2,7 59,7
52,1
53,1
52,7
56,4
57,1
56,9
4,3
42,9
52,2
19
2013-1 2013-2 2013-3 2013-4 2014-1 2014-2 2014-3 2014-4 2015-1 2015-2 2015-3 2015-4
Mobile
Fixed
Total
MARKET OVERVıEW
Total Traffic Distribution, Million Minutes
2015-4
54.172
1.689 1.017 2.774
2015-3
54.230
1.603 972
2015-2
53.679
1.875 1.024 2.725
2015-1
49.449
2.119 1.017 2.748
2014-4
49.927
2.173 1.046 2.802
2014-3
50.277
2.1861.105 2.829
2014-2
49.493
2.503 1.198 2.610
2014-1
44.652
2.633 1.128 2.587
2013-4
44.559
2.800 1.171 2.610
2013-3
45.392
2.735 1.247 2.636
2013-2
45.199
2013-1
2.7271.347
10%
Total Traffic Distribution, %
2015-4
2015-3
2015-2
2015-1
2014-4
2014-3
2014-2
2014-1
2013-4
2013-3
2013-2
2013-1
20%
30%
Mobile to Mobile
40%
50%
Fixed to Fixed
60%
70%
Fixed to Other
90,8
90,9
4,7 2,71,6
90,5
4,6 3,2 1,7
89,7
5,0 3,81,5
5,0 3,9 1,9
89,1
5,0 3,9 2,0
88,7
4,7 4,5 2,1
87,6
5,1
5,2 2,2
87,1
5,1
5,5 2,3
87,3
5,1
5,3 2,4
87,2
4,9
5,3 2,6
85,7
10%
20%
Mobile to Mobile
30%
40%
Mobile to Other
80%
90%
100%
Mobile to Other
4,7 2,81,7
89,2
0%
2.565
3.303 1.025 2.428
40.484
0%
2.827
5,1
50%
60%
Fixed to Fixed
70%
80%
Fixed to Other
90%
7,0 2,2
100%
20
CONSUMER COMPLAıNTS
# and % of Consumer Complaints for Each Service, 2015 Q4
Fixed Telephony
Services ; 2,200; 9%
Satellite Platform
Services ; 2,283; 9%
Cable TV Services ;
106; 0%
Mobile Services ;
11,165; 45%
ISP Services ;
9,076; 37%
# of Consumer Complaints per «1 million Subscribers»
1.000
900
800 720,6
700
600 552,1
500
400
300
200 117,0
100 98,2
0 50,6
2014-1
950,4
530,8
191,4
151,6
91,3
2014-2
ISP
2014-3
Satellite Platform
2014-4
Mobile
2015-1
2015-2
Fixed Telephony
2015-3
2015-4
Cable TV
21
FıXED MARKET
Fixed-Line Subscribers and Penetration Rate
28
22,8
16
22,3
24
20,6
18,3
14
17,7
16,3
15,9
12
14,6
(%)
11,49
4
11,70
12,20
12
12,53
13,55
13,86
6
15,21
16,20
8
15,1
16
16,53
Millions
10
20
15,4
11,94
18
8
4
2
0
0
2009
2010
2011
2012
2013
Number of Subscribers
2014
2015-1
2015-2
2015-3
2015-4
Penetration
22
FıXED MARKET
Number of Users of FTS Providers, 2015 Q4
Method
Carrier
Pre-selection
Call-by-call Carrier
Selection
2014-4
2015-1
2015-2
2015-3
2015-4
178,737
150,903
151,565
161,503
180,462
77,018
79,204
77,589
69,289
61,326
Market Shares of FTS Providers
Based on # of Users, 2015 Q4
Alternative Operators
Market Share
(%)
TTNet
51.4
Superonline
16.1
Turknet
9.9
İş Net
5.9
Vodafone Net
5.1
Millenicom
4.3
Netgsm
2.2
TTM Telekom
1.9
Others
3.2
23
FıXED MARKET
Breakdown of Annual Fixed Revenues of Türk Telekom, %
2015
34,8
2014
47,9
39,6
2013
42,1
47,7
2012
3,5 4,2
9,6
3,8 4,8
9,8
4,3 4,8
38,5
56,6
31,6
4,7
5,3 3,9 2,7
2011
60,6
27,0
6,4
2010
60,5
27,1
6,9 3,4 2,1
2009
61,4
24,3
0%
10%
20%
30%
PSTN
40%
Access
50%
60%
Leased Lines
70%
Interconnection
7,6
80%
90%
3,7 2,2
3,3 3,5
100%
Others
Breakdown of Quarterly Fixed Revenues of Türk Telekom, %
2015-4
31,6
2015-3
47,4
33,9
2015-2
48,1
35,7
2015-1
4,5
9,9
3,6 4,1
41,3
7,5
6,6
4,3
3,8
42,3
38,5
14,0
3,5 4,4
47,0
36,7
2014-3
3,5
49,0
38,4
2014-4
3,3 3,7
13,3
3,7 4,8
11,7
2014-2
41,1
43,2
3,8
5,3
6,6
2014-1
42,3
41,6
4,0
4,9
7,3
90%
100%
0%
10%
20%
PSTN
30%
Access
40%
50%
Leased Lines
60%
70%
Interconnection
80%
Others
24
FıXED MARKET
Breakdown of Türk Telekom’s Traffic, %
2015-4
65,3
2,3
27,6
4,8
2015-3
64,7
2,5
28,2
4,5
2015-2
67,5
2015-1
2,4
69,8
2014-4
2,2
71,4
2014-3
2,0
70,0
2014-2
2,1
72,4
2014-1
20%
23,7
4,3
22,7
3,9
24,5
3,4
1,8
40%
On-Net
4,2
1,9
74,6
0%
25,9
International
60%
22,6
3,0
20,7
2,9
80%
Mobile
100%
FTS
Breakdown of Türk Telekom’s Traffic, Million Minutes
2014-4
2015-1
2015-2
2015-3
2015-4
On-net
1,645
1,501
1,385
1,165
1,229
International
46
47
49
46
44
Mobile
523
509
531
507
519
FTS
89
92
87
82
90
TOTAL
2,303
2,150
2,052
1,800
1,881
25
FıXED MARKET
Market Shares Based on Voice Revenues*, %
100%
90%
12
14
15
15
14
15
17
16
88
86
85
85
86
85
83
84
2014-1
2014-2
2014-3
2014-4
2015-1
2015-2
2015-3
2015-4
80%
70%
60%
50%
40%
30%
20%
10%
0%
TT
FTS
(*) Calculated from minute-based voice revenues of TT and net sales of FTS providers.
Call Origination Market Shares from Fixed Networks, %
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
32
68
42
41
45
44
44
48
46
58
59
55
56
56
52
54
26
2014-1
2014-2
2014-3
2014-4
TT
2015-1
FTS
2015-2
2015-3
2015-4
FıXED MARKET
FTS and TT Comparison for Local Calls, %
100
86,4
80
85,6
85,6
84,8
85,5
85,1
85,0
84,3
(%)
60
40
20
2014-1
14,4
15,2
14,5
14,9
15,0
15,7
2014-3
2014-4
2015-1
2015-2
2015-3
2015-4
TT
FTS
14,4
13,6
0
2014-2
FTS and TT Comparison for National Calls, %
80
70,0
71,3
60
67,2
63,7
(%)
57,7
40
20
42,3
30,0
28,7
32,8
58,4
56,4
57,8
41,6
43,6
42,2
* Market Shares are based on traffic volume.
36,3
27
0
2014-1
2014-2
2014-3
2014-4
TT
2015-1
STH
2015-2
2015-3
2015-4
FıXED MARKET
FTS and TT Comparison for F2M Calls, %
80
60
(%)
* Market Shares are based on traffic
volume.
40
56,7
56,7
43,3
43,3
58,7
41,3
54,6
54,5
56,4
56,4
55,0
45,0
45,4
45,5
43,6
43,6
2014-4
2015-1
2015-2
2015-3
20
0
2014-1
2014-2
2014-3
TT
FTS and TT Comparison for International Calls, %
80
(%)
60
40
52,1
47,9
55,2
44,8
59,3
40,7
61,6
65,4
68,2
43,9
20
34,6
31,8
31,6
0
2014-1 2014-2 2014-3 2014-4 2015-1 2015-2 2015-3 2015-4
TT
FTS
FTS
Most Frequently Communicated
Countries via Fixed Networks
68,4
56,1
38,4
2015-4
Highest Rate of
Traffic Sent to
Germany
Highest Rate of Traffic
Received From
Germany
Pakistan
France
UK
UK
KKTC
Greece
Bulgaria
The Netherlands
28
FıXED MARKET
FTS and TT Comparison for International Incoming Calls
Terminated on Fixed Networks*, %
80
70
66,5
64,0
62,3
56,2
60
58,5
57,5
61,9
51,4
(%)
50
40
43,8
37,7
36,0
33,5
2014-1
2014-2
30
48,6
42,5
41,5
38,1
20
10
0
2014-3
2014-4
2015-1
TT
2015-2
2015-3
2015-4
FTS
FTS and TT Comparison for International Incoming
Calls Terminated on Mobile Networks, %
100
(%)
80
60
62,6
67,1
66,7
67,7
73,1
76,7
76,7
75,4
* Market Shares are
based on traffic volume.
40
37,4
20
32,9
33,3
32,3
26,9
23,3
23,3
24,6
29
0
2014-1
2014-2
2014-3
2014-4
TT
2015-1
2015-2
2015-3
2015-4
FTS
(*)Due to an update by alternative operators, 2014 data has been re-calculated and differs from the data published in previous quarters.
FıXED MARKET
Fixed MoU, Minutes
200
150
153
150
147
146
137
145
134
139
2015-3
2015-4
100
50
2014-1
2014-2
23,5
23,6
0
2014-3
2014-4
2015-1
2015-2
ARPU, ₺
25
20
23,3
23,2
23,1
23,1
22,7
10
22,6
15
5
30
0
2014-1
2014-2
2014-3
2014-4
2015-1
2015-2
2015-3
2015-4
BROADBAND ıNTERNET
Number of Broadband Internet Subscribers*
48,6
50
45
41,2
9,5
40
32,6
35
27,6
Millions
30
8,4
22,3
25
20
14,3
7,9
39,1
7,6
32,4
15
10
5
8,9
8,8
0
2008
19,7
14,7
6,4
6,0
24,2
7,1
6,0
7,2
2,5
2009
2010
Fixed
2011
2012
2013
Mobile
2014
2015
Total
31
•(*) Fixed, mobile, cable modem, fiber etc. all means of broadband access are included
BROADBAND ıNTERNET
Breakdown of Number of Internet Subscriptions
Quarterly Growth Rate Annual Growth Rate
(2015Q3 – 2015 Q4) (2014 Q4 – 2015 Q4)
2014-4
2015-3
2015-4
xDSL
6,799,100
6,946,553
7,157,200
3.0%
5.3%
Mobile Internet from
Computer
1,354,746
1,662,797
1,597,606
-3.9%
17.9%
Mobile Internet from
Mobile Handset
31,005,915
35,876,101
37,469,948
4.4%
20.8%
Cable Internet
558,456
596,056
629,064
5.5%
12.6%
FTTH
472,424
589,321
641,776
8.9%
35.8%
FTTB
984,973
1,013,921
1,030,852
1.7%
4.7%
Other
97,326
92,385
90,845
-1.7%
-6.7%
TOTAL
41,272,940
46,777,134
48,617,291
3.9%
17.8%
32
BROADBAND ıNTERNET
Data on 3G Subscribers
2014-4
# of 3G Subscribers
Mobile Internet from Computer
Mobile Internet from Mobile
Handset
2015-1
2015-3
2015-4
58,329,492
59,422,663
61,076,640
63,066,580
64,256,311
1,354,746
1,543,816
1,646,892*
1,662,797
1,597,606
32,391,046 34,232,558*
35,876,101
37,469,948
156,669
165,366
31,005,915
96,544
Mobil Internet Usage, Tbyte
2015-2
107,970
126,027
(*) 2015-Q2 data has been updated due to correction from operators
Post-Paid and Pre-Paid Mobile Broadband
Internet Subscriptions, 2015 Q4, %
100%
75%
51,5
46,3
49,9
48,5
53,7
50,1
50%
25%
0%
Avea
Vodafone
Pre-Paid
Post-Paid
Turkcell
33
BROADBAND ıNTERNET
ISP Market Shares Based on # of
Subscribers, 2015 Q4*
Operator
Breakdown of Other Means of Internet (by subscriber)
2014-4 2015-3
2015-4
Dial Up
45,918
45,379
45,143
ISDN BA/PA
15,381
14,861
14,854
Satellite Communications
10,870
12,009
10,441
Metro Ethernet
12,227
12,635
12,159
PLC, BPL
3,309
686
369
Frame Relay
49
35
37
ATM
17
14
13
Other
9,555
6,766
7,829
TOTAL
97,326
92,385
90,845
%
TTNet
71.8
Superonline
17.6
Doğan TV Digital
3.9
Vodafone Net
3.1
Turknet
2.0
Millenicom
1.1
Others
0.5
(*) xDSL, Fiber, Metro, FR, PLC, ATM,
etc. included cable and mobile
connections are excluded.
34
BROADBAND ıNTERNET
Distribution of Fixed Broadband Subscribers according to Technology and
Operator, %
2015-4
59,3
16,0
6,6
17,6
0,5
0,5
2015-3
60,8
14,8
6,5
17,4
2015-2
61,7
14,2
6,4
17,2
2015-1
62,7
13,4
6,4
16,9
0,5
2014-4
63,8
6,3
16,4
0,6
2014-3
65,0
5,9
16,0
0,7
2014-2
66,1
11,8
5,8
15,6
0,7
2014-1
66,9
11,5
5,8
15,0
0,8
2013-4
68,1
14,2
0,8
12,8
12,4
11,1
2013-3
70,5
2013-2
71,5
2013-1
72,7
2012-4
73,6
2012-3
74,9
2012-2
10,9
5,9
10,8
10
20
xDSL TTNet
30
40
10,2
9,5
xDSL Other ISPs
60
Cable
70
Fiber
1,0
9,3
1,0
6,4
10,6
50
0,9
10,7
6,3
10,8
78,2
0
11,8
6,1
10,8
76,3
2012-1
5,8
80
0,5
8,2
1,0
7,1
1,1
6,3
6,1
1,0
6,3
4,9
1,0
6,4
90
100
Other
35
BROADBAND ıNTERNET
Mobile Internet Usage Speeds
from Computer, 2015 Q4, %
5,0
15,6
15,9
3,2
5,9
17,7
36,7
Connection Speeds for Fixed
Broadband, 2015 Q4
%4,3
0-50 MB
50-100 MB
100-250 MB
1-4 GB
4-8 GB
>8 GB
250 MB-1 GB
Mobile Internet Usage Speeds from
Mobile Handsets, 2015 Q4, %
1,7
%23,5
7,3
%0,5
%2,8
%2,2
%0,1
16,5
%66,4
1,2
2,1
2,2
3,2
%0,3
36,0
6,9
22,8
x≤1 Mbps
1 Mbps < x ≤2 Mbps
2 Mbps < x ≤4 Mbps
4 Mbps < x ≤8 Mbps
8 Mbps < x ≤10 Mbps
10 Mbps < x ≤30 Mbps
30 Mbps < x ≤50 Mbps
50 Mbps < x ≤100 Mbps
100Mbps<x
36
0-5 MB
100-250 MB
5-10 MB
250 MB-1 GB
10-25 MB
1-4 GB
25-50 MB
4-8 GB
50-100 MB
>8 GB
MOBıLE MARKET
Number of Mobile Subscribers and Penetration Rate
73.639.261
92,1%
70
86,5% 83,8% 87,4%
Millions
60
25,9
50
12,6
11,1
10,2
9,4
33,9
40
30
20,4
13,6
65,8
55,7
60%
42,4
20
10
19,4
31,4
41,8
49,3
58,3
59,4
61,1
63,1
64,3
40%
20%
7,1
0
80%
Penetration, %
80
92,5% 92,7% 92,9% 94,3% 93,5% 100%
89,5% 90,9%
0%
2008 2009 2010 2011 2012 2013 2014 2015-1 2015-2 2015-3 2015-4
2G Subscribers
3G Subscribers
Mobile Penetration
Total Number of Mobile Subscriptions, Million
70,12
70,79
71,91
71,89
72,04
72,17
73,24
73,64
40
34,79
34,64
34,73
34,63
34,26
33,97
34,24
34,01
30
20,03
20,37
20,95
20,92
21,14
21,46
22,01
22,37
15,29
15,78
16,23
16,33
16,64
16,74
16,98
17,26
2014-1
2014-2
2014-3
2014-4
2015-1
2015-2
2015-3
2015-4
80
70
60
50
20
10
0
Avea
Vodafone
Turkcell
Total
37
MOBıLE MARKET
Monthly Churn Rates of Mobile Operators, %
5%
4%
3%
2%
1%
0%
Jan-2015
Feb-2015
Mar-2015
Apr-2015
May-015
Jun-2015
Jul-2015
Aug-2015
Sep-2015
Oct-2015
Nov-2015
Dec-2015
Avea
2,6%
2,6%
3,0%
2,8%
2,9%
2,8%
2,7%
2,6%
2,4%
2,6%
2,6%
2,8%
Vodafone
3,0%
2,8%
3,2%
3,0%
3,1%
2,7%
2,8%
2,6%
2,4%
2,8%
2,5%
2,9%
Turkcell
2,6%
2,5%
2,9%
2,7%
2,9%
2,6%
2,5%
2,3%
2,3%
2,3%
2,2%
3,6%
Distribution of Individual and Corporate
Mobile Subscribers, %
Pre-Paid and Post-Paid Mobile Subscriptions, %
100%
80%
10,3
58,8
57,7
57,1
55,7
54,5
53,4
53,0
51,8
41,2
42,3
42,9
44,3
45,5
46,6
47,0
48,2
2014-1
2014-2
2014-3
2014-4
2015-1
2015-2
2015-3
2015-4
60%
40%
20%
89,7
Individual
Corporate
38
0%
Pre-paid
Post-paid
MOBıLE MARKET
Mobile Number Portability, Quarterly
4.000.000
3.500.000
2.651.835
2.903.726
2015-4
3.050.413
2015-2
2015-3
3.268.086
2015-1
1.000.000
3.131.101
1.500.000
2014-4
2.000.000
3.476.395
3.355.104
2.500.000
3.655.772
3.000.000
500.000
2014-3
2014-2
2014-1
0
2015 Q4 Net Gaining Subscriber Numbers, Thousands
Net Transferred Number, Thousand
800
698
600
384
400
200
31
0
-200
2014-1
210
272
184
91
21
2014-3
2014-4
2015-1
224
44
40
2015-2
2015-3
159
107
2015-4
-119
-231
-400
-600
2014-2
224
103
-415
-327
-275
-312
-268
-266
39
-579
-800
Avea
Vodafone
Turkcell
MOBıLE MARKET
Market Shares according to Number of Subscribers, %
100%
21,8
22,3
22,6
22,7
23,1
23,2
23,2
23,4
28,6
28,8
29,1
29,1
29,3
29,7
30,1
30,4
49,6
48,9
48,3
48,2
47,6
47,1
46,8
46,2
2014-1
2014-2
2014-3
2014-4
2015-1
2015-2
2015-3
2015-4
80%
60%
40%
20%
0%
Avea
Vodafone
Market Shares according to Traffic Volume, %
25,1
26,7
26,5
27,0
27,5
27,5
27,2
27,8
34,5
33,9
34,2
35,3
35,3
35,5
35,2
35,7
80%
20,2
21,2
21,4
21,5
21,5
21,3
20,9
21,0
33,4
32,6
32,3
33,9
35,2
35,7
35,9
36,8
46,5
46,2
46,3
44,6
43,3
43,0
43,2
42,2
80%
60%
40%
40%
20%
Market Shares according to Revenue, %
100%
100%
60%
Turkcell
40,5
39,4
39,3
37,7
37,2
37,0
37,6
36,5
0%
20%
40
0%
2014-1 2014-2 2014-3 2014-4 2015-1 2015-2 2015-3 2015-4
Avea
Vodafone
Turkcell
2014-1 2014-2 2014-3 2014-4 2015-1 2015-2 2015-3 2015-4
Turkcell
Vodafone
Avea
MOBıLE MARKET
Breakdown of Mobile Traffic, Million Minutes
2015-4
30.159
24.013
2.593 180
2015-3
30.302
23.927
2.616 211
2015-2
30.603
23.075
2015-1
28.587
20.862
2014-4
29.211
20.716
2014-3
30.258
2.538 186
2.564
184
2.602 200
2.605
20.018
225
2014-2
30.708
18.785
2.390 220
2014-1
28.092
16.560
2.388
0%
20%
On-Net
40%
Other Mobile Network Operators
60%
Fixed Networks
80%
199
100%
International+DQ Services+Satelite+Others
Breakdown of Mobile Traffic, %
2015-4
53,0
42,2
4,6
0,3
2015-3
53,1
41,9
4,6
0,4
2015-2
54,3
40,9
4,5
0,3
2015-1
54,8
40,0
4,9
0,4
2014-4
55,4
39,3
4,9
0,4
4,9
0,4
2014-3
57,0
37,7
2014-2
58,9
36,1
4,6
0,4
2014-1
59,5
35,1
5,1
0,4
0%
On-net
20%
40%
Other Mobile Network Operators
60%
Fixed Networks
80%
100%
International+DQ Services+Satelite+Others
41
MOBıLE MARKET
Most Frequently Communicated Countries via
Mobile Networks, 2015 Q4
Highest Rate of Traffic
Sent to
Germany
Highest Rate of Traffic
Received From
Germany
UK
Austria
France
Switzerland
Turkmenistan
France
Iran
Saudi Arabia
Breakdown of Mobile Revenue, %
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
6,3%
29,4%
3,5%
4,4%
5,0%
43,2%
42,3%
36,3%
10,0%
8,7%
43,3%
44,6%
51,0%
Vodafone
Avea
Total
5,8%
58,4%
Turkcell
Voice
SMS+MMS
Data
7,7%
42
Value Added Services
MOBıLE MARKET
Mobile SMS and Mobile MMS, Million (*)
40.000
34.452
31.979
30.738
27.153
30.000
25.279
24.500
26.431
24.473
20.000
10.000
30,9
33,5
31,1
25,7
21,4
22,6
21,6
17,5
2014-1
2014-2
2014-3
2014-4
2015-1
2015-2
2015-3
2015-4
0
SMS
MMS
Number of SMS & MMS, Million
2014-4
2015-1
2015-2
2015-3
2015-4
Service
Avea
Turkcell
Vodafone
SMS
9,280
7,390
10,480
MMS
9.0
11.0
5.7
SMS
8,825
6,730
9,724
MMS
9.1
9.1
3.2
SMS
8,657
6,262
9,581
MMS
10.2
9.1
3.3
SMS
8,940
6,797
10,694
MMS
10.2
8.5
2.9
SMS
8,245
6,103
10,123
MMS
8.0
7.1
2.4
43
(*) The dramatic difference in SMS numbers with respect to quarters before 2014 is due to calculation method. SMS’s with Turkish characters might
count more than one SMS at interconnection systems, however they are billed as one. Therefore the calculation source has shifted from
interconnection system to billing system starting 2014 Q1 in order to present the most accurate data.
MOBıLE MARKET
Mobile ARPU, ₺
25
23,5
25,2
24,7
22,7
23,6
23,6
22,1
22,4
22,5
22,1
22,1
22,8
22,1
22,2
23,3
21,1
21,7
21,7
10
20,2
20,7
20,8
15
23,8
25,3
25,4
20
Avea
Vodafone
Turkcell
5
0
2014-1
2014-2
2014-3
2014-4
2015-1
2015-2
479
501
2015-3
2015-4
MoU values of Mobile Operators, Minutes (*)
600
500
400
450
425
412
484
450
200
442
501
467
485
454
500
465
495
458
390
300
295
477
270
313
311
329
322
337
333
477
499
434
454
437
317
320
310
453
325
(*)Data dedicated
mobile subscriptions
are deducted from
total # and recalculated back to a
full year.
100
0
44
Avea
Vodafone
Turkcell
MOBıLE MARKET
Pre-Paid Mobile ARPU, ₺
15
2014-4
2015-1
2015-2
2015-3
15,3
14,3
12,6
15,8
14,8
13,3
2014-3
15,0
13,8
11,0
2014-2
14,0
12,7
11,0
14,7
13,2
12,2
2014-1
14,4
13,0
11,4
13,7
12,6
11,6
5
12,7
11,9
10,7
10
Avea
Vodafone
Turkcell
0
2015-4
Post-Paid Mobile ARPU, ₺
45
40
35
30
31,6
38,7
38,0
31,8
38,5
39,1
30,5
36,4
37,2
30,1
35,3
36,7
15
30,8
35,1
37,6
Vodafone
30,6
35,6
38,5
20
30,0
35,4
36,2
Avea
29,2
34,8
36,0
25
10
Turkcell
45
5
0
2014-1
2014-2
2014-3
2014-4
2015-1
2015-2
2015-3
2015-4
OTHER SERVıCES
Market Shares of Alternative Network
Operators, 2015 Q4
Revenue of Alternative Network
Operators
Period
Revenue, ₺
2014-4
181,528,123
2015-1
Operators
Market Share based
on Net Sales (%)
Superonline
36.9
177,774,738
Vodafone Net
26.2
2015-2
183,318,996
Kule Hizmetleri
15.1
2015-3
287,431,701
MTCTR Memorex
4.9
2015-4
265,878,742
BT Bilişim
4.3
İş Net
3.8
T-Systems
3.0
AT&T Global
1.5
Turknet
1.4
Mednautilus
1.2
Fiber Optic Networks of Alternative Operators
Total
Total Access
Total
Backbone
Length
Length (km)
Length
Total Length
Owned
Total Length
Leased
2014-4
40,345
11,831
43,108
9,068
52,176
2015-1*
39,861
12,392
42,769
9,484
52,254
2015-2
41,295
13,435
44,609
10,121
54,730
Equant İstanbul
1.1
2015-3
42,361
13,032
45,007
10,386
55,393
Doğan TV Dijital
0.2
2015-4
43,067
13,525
45,710
10,882
56,592
Others
0.5
(*) 2015-1 Total length data has been updated due to correction from operators
46
OTHER SERVıCES
Market Share of Satellite
Communication Operators
based on # of Subscribers
Satellite Communications Services
Period
# of Subscribers
Revenue, ₺
Operator
%
2014-4
10,870
89,046,099
EserTelekom
44.1
2015-1
11,048
85,567,472
Superonline
20.7
2015-2
11,050
91,223,658
İş Net
15.5
2015-3
12,009
95,412,128
Türksat
9.5
2015-4
10,441
86,335,030
Others
10.2
Cable Platform Services
Period
# of Cable TV
Subscribers
# of Cable
Telephony
Subscribers
# of IPTV
Subscribers
2014-4
1,176,126
40,346
349,561
2015-1
1,170,459
37,737
380,159
2015-2
1,159,748
35,523
429,914
2015-3
1,156,133
36,353
471,345
2015-4
1,160,985
34,806
532,971
47
OTHER SERVıCES
Digital Platform Services; Number of Domestic Users
2014-4
2015-1
2015-2
2015-3
2015-4
DIGITÜRK
3,032,761 2,931,394
2,891,305
2,944,664 2,869,995
D-SMART
1,730,236 1,737,340
1,734,322
1,724,633 1,701,540
FILBOX
3,125
4,880
7,627
10,418
18,978
TIVIBU
-
-
-
46,410
74,751
48
OTHER SERVıCES
Directory Information Services
# of Calls
Call Duration
(Minutes)
Total # of Enquiries
Revenue, , ₺
2015-1
8,312,524
13,213,921
16,710,605
17,982,552
2015-2
7,610,163
12,219,577
15,315,949
18,334,603
2015-3
7,208,801
11,604,322
15,380,317
18,625,267
2015-4
6,130,254
10,093,766
13,956,810
20,052,948
Period
Market Share of Directory Information
Operators based on Number of Calls, 2015 Q4
Operator
%
Average Call Duration
(Min.)
BN Telekom (11880 – 11810 -11844)
85
1.5
11818 Rehberlik (11818-11820)
10
2.2
Plus Telekom (11870 – 11890 – 11899)
2.5
2,9
Jan İletişim (11860)
1.1
1.9
Infoline (11824)
0.5
0.9
Callturk (11858)
0.3
2.3
Mega (11881-11883)
0.2
1.9
Rehberlik Hizmetleri Servisi (11819-11850)
0.1
1.3
49
OTHER SERVıCES
Market Share of GMPCS Operators
Based on # of subscribers, %
Operator
2014-4
2015-1
2015-2
2015-3
2015-4
Teknomobil
66.4
66.6
66.3
66.1
70.9
Globalstar
32.2
32.0
32.3
31.7
25.9
Mobilkom
1.4
1.4
1.4
2.2
3.2
PMR/PAMR Services
GMPCS Services
Period
# of
Subscribers
# of Users
Revenue, ₺
Period
# of
Subscribers
Revenue, ₺
2014-4
2,555
76,955
3,960,873
2014-4
6,230
5,002,309
2015-1
2,653
85,582
5,398,125
2015-1
6,230
2,163,121
2015-2
2,710
89,043
3,780,333
2015-2
6,244
2,085,250
2015-3
2,777
95,981
3,817,140
2015-3
6,338
1,908,760
2015-4
2,799
97,984
5,063,303
2015-4
7,829
4,053,900
50
ELECTRONIC COMMUNICATIONS
MARKET IN TURKEY
MARKET DATA (2015 Q4)*
* In the event of any discrepancy, the original report in Turkish shall prevail.

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