Across Southeast Asia, Mobile Data is the Incremental Revenue Opportunity
Between 2015 and 2021, mobile subscriptions will grow at a compound annual growth rate (CAGR) of four percent, reaching around 1.3 billion subscriptions by the end of the period.
The reason for the moderate rate of growth is that adoption across most of the region already is at 100 percent.
In practice, that tends to mean use by people ranges far upwards of 50 percent, as many customers use multiple accounts multiple subscriber identity modules.
That rather slow rate of growth attests to widespread mobile usage across the region.
Revenue growth, on the other hand, is going to come from incremental sales of mobile Internet subscriptions, even if room remains for adding new accounts.
Mature markets such as Australia and Singapore, where LTE is widely available, have a very high mobile broadband penetration, already exceeding 90 percent.
Developing market mobile Internet penetration is 25 percent. That, obviously, is where the revenue growth opportunity lies.