- Publisher Venture Insights.
- Publish Date July 30, 2020
- Sector 5G, Internet, Mobile, Telecom.
- Company

We anticipate a negative-growth telecommunications market over the next few years, with slow growth in consumer revenues being offset by declines in the enterprise market. In 2020, we expect COVID19 to have a negative effect on both consumer and enterprise revenues as economic activity declines.
Contents
Executive summary
Telco market forecast by vertical
Retail telco market forecast by vertical
Mobile forecasts
Venture Insights Consumer Trends Survey | ARPUs under pressure
5G mobile
5G mobile – use cases
Fixed broadband forecasts
Fixed Broadband - Revenue market share of key players
Fixed Wireless Substitution
Corporate Data and Wholesale
NBN
VHA-TPG merger executed
Changes in the infrastructure market?
List of charts/tables
Figure 1. Retail telco market revenue growth rates by segment
Figure 2. Total Telco market revenue by vertical (table)
Figure 3. Total Telco market revenue by vertical
Figure 4. Mobile forecast
Figure 5. What is the main reason you are thinking about changing your home broadband provider (in Australia)?
Figure 6. 5G share of total mobile connections
Figure 7. 4G take-up after rollout (2009 – 2016)
Figure 8. Willingness to pay a premium for 5G mobile content or sports viewing
Figure 9. Mobile gamers that would be willing to pay a premium for a 5G handset
Figure 10. Broadband subs share by RSP
Figure 11. Fixed Broadband forecasts
Figure 12. Fixed Broadband Revenue Market Share by RSP
Figure 13. FW Share of total fixed broadband subscriptions (Conservative case)
Figure 14. FW Share of total fixed broadband subscriptions (Ceiling case)
Figure 15. Corporate Data and IP (A$m)
Figure 16. NBN to dominate wholesale (A$m)
Figure 17. Premises Passed / RFS (000’s)
Figure 18. TPG-VHA merger