TELECOMMUNICATIONS INDUSTRY:FACTS AND FIGURES
2014
ABOUT THE RUSSIAN DIRECT INVESTMENT FUND
The Russian Direct Investment Fund is a $10 billion fund established to make equity investments primarily in the Russian economy.
RDIF was created in 2011 under the leadership of the President and Prime Minister of Russia to co-invest alongside top global investors, acting as a catalyst for direct investment in Russia. RDIF together with its co-investors invested and committed over $7 billion for this purpose, of which RDIF alone invested $1.3 billion and over $6 billion came from the leading international co-investment partners.
RDIF also attracted over $15 billion of foreign capital into the Russian economy through long-term strategic partnerships.
RUSSIA IN THE GLOBAL TELECOMMUNICATIONS INDUSTRY
I
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RUSSIA IN THE GLOBAL TELECOMMUNICATIONS INDUSTRY
RUSSIA’S RANKING IN THE GLOBAL TELECOMMUNICATIONS INDUSTRY2013
1.1
Sources: ITU: ITC Facts and Figures, 2013; Ericsson; Comscore
№3BY NUMBER OF INTERNET-VIDEO USER BASE
№19% increase in subscribers in 201355% level of Pay-TV saturation
IN EUROPEBY PAY-TV SUBSCRIBER BASE №1
166% saturation level by number of SIM cards110% by active subscribers
GLOBALLYBY CELLULAR SERVICE SATURATION
№1Over 27 mln subscribers in 2013. 49% saturation level (60-80% in big cities and over 50% in cities with populations under 500,000)
IN EUROPEBY NUMBER OF BROADBAND INTERNET USERS №1IN EUROPE
GLOBALLY
after USA and Japan
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1.2 CELLULAR SERVICE IN RUSSIA AND GLOBALLY2009-2013, number of contracts per 100 people
2010 2011 2012 2013
Russia 160.1 142.1 145.3 152.9165.5
Europe 116.8 117.9 119.6 122.8 115.0
China 55.3 72.0 80.8 88.7 63.2
USA 88.6 94.4 96.0 95.5 91.3
2009
Source: ITU
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RUSSIA IN THE GLOBAL TELECOMMUNICATIONS INDUSTRY
BROADBAND ACCESS (BBA) SATURATION LEVEL IN RUSSIA AND GLOBALLY2013, %
1.3
Source: ITU
In Russia Globally
49% 39%
WWW.RDIF.RU 9
Source: ITU
2010 2011 2012 2013
8.98 12.14 14.46 16.6210.93
22.1 24.8 25.7 26.6 23.6
7.69 11.4 12.72 13.69.29
25.3 27.4 28.4 28.526.5 2009
1.4 FIXED BROADBAND INTERNET SUBSCRIBERS IN RUSSIA AND GLOBALLY
2009-2013, per 100 households
Russia
Europe
China
USA
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RUSSIA IN THE GLOBAL TELECOMMUNICATIONS INDUSTRY
RUSSIAN INTERNET USER BASE IS RANKED FIRST IN EUROPE AND SIXTH IN THE WORLDas of February 2014, mln unique visitors
1.5
Source: Comscore, Digital future in focus, 2014
India
GermanyUSA
354.6
66.8
194.7 52.6
Brazil 68
Russia
Japan
China
80.173
WWW.RDIF.RU 11
Russia
Europe
China
USA
Source: ITU
2010 2011 2012 20132009
1.6 INTERNET USERS IN RUSSIA AND GLOBALLY2009-2013, % of the population
6343 49 6229
7366 69 7163
4634 38 4229
8472 70 7971
RUSSIAN TELECOMMUNICATIONS INDUSTRY: CURRENT ISSUES AND TRENDS
II
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RUSSIAN TELECOMMUNICATIONS INDUSTRY: CURRENT ISSUES AND TRENDS
2.1
Source: CNews Analytics, 2013
RUSSIAN TELECOMMUNICATIONS MARKET STRUCTURE2013, by segment, %
Landline 11%
BBA 10%
Pay-TV 3%
Other 10%
Postal service 8%
Cellular service 58%
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RUSSIAN TELECOMMUNICATIONS MARKET2009-2013, RUB bln
2.2
Revenue growth rates of the telecommunications market in Russia
2009-2013 and forecast up to 2018, by segment, %
Russian telecommunications market2009-2013, RUB bln
Market, total
Pay-TV
Broadband access
Cellular service
17
4
7
5
2
12
9
6
CAGR, 2014-2018, est СAGR, 2009-2013
Source: CNews Analytics, 2013
2010 2011 2012 20132009
CAGR 6.96%
1,249
1,3491,441
1,635
1,543
TELECOMMUNICATIONS INDUSTRY IN RUSSIA: LEADING COMPANIES
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TELECOMMUNICATIONS INDUSTRY IN RUSSIA: LEADING COMPANIES
A HIGH LEVEL OF CONSOLIDATION IN THE RUSSIAN TELECOMMUNICATIONS MARKET
3.1
“Big Four” share in the Russian telecommunications industry2013, by revenue, %
80% of the Russian telecommunications market is controlled by “the big four” (Rostelecom, MTS, VimpelCom and Megafon), which have presence in all key industry segments.
Source: CNews Analytics, 2013
90Long-distance and international
calls market
38Pay-TV market
78Landline market
89Cellular market Broadband market
58
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3.2 TOP-10 TELECOMMUNICATIONS COMPANIES IN RUSSIA
2011-2013, by revenue, RUB bln
Source: CNews Analytics, 2013
1 MTS (Cellular service)
2 Rostelecom (Cellular service)
3 Megafon (Cellular service)
4 VimpelCom (Cellular service)
5 Tele2 (Cellular service)
6 TransTeleCom (Landline service)
7 ER-Telecom (Internet, cable TV)
8 Multiregional Transit Telecom (Landline service)
9 Akado (Internet, cable TV)
10 NTV-Plus (Cable TV)
311.9
214.6
242.6
266
-
24.8
9.7
10.8
10.3
-
378.2
332.4
272.3
280.3
59.5
27.1
13.9
11.7
11.2
9.1
398.4
325.7
297.2
289.4
65.3
27.4
19
12.9
12.6
9.4
127.7
151.7
122.5
108.7
109.7*
110.4
195.8
119.4
122.3
103.2*
201120122013Company 2013/ 2011, %
*2013/2012
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TELECOMMUNICATIONS INDUSTRY IN RUSSIA: LEADING COMPANIES
LARGEST SUPPLIERS OF INFORMATION TECHNOLOGY FOR TELECOM OPERATORS2011-2013, by industry projects revenue, RUB bln
3.3
Source: CNews Analytics, 2013
1 NVision Group
2 Technoserv
3 ITG
4 Compulink
5 RRC
6 Asteros
7 Satel
8 Peter-Service
13.7
17.7
5.2
-
6.5
4.1
2.1
3.0
31.2
18.1
8.5
9.9
8.6
4.7
4.7
3.6
21.5
17.7
7.6
7.4
6.1
4.7
4.7
3.2
156.9
100.1
146.1
74.7*
93.8
114.6
223.8
106.6
201120122013Company 2013/2011, %
*2013/2012
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Source: CNews Analytics, 2013
GROWTH LEADERS IN THE TELECOMMUNICATIONS SECTOR
2013, by revenue, RUB bln
3.4
1.6
0.5
13.9
2.4
1.1
6.3
0.9
2.9
2.4
0.7
19
3.3
1.5
8.1
1.1
3.4
150.5
146.0
136.8
135
131.9
128.5
118.6
115.2
1 MUS Energetiki (EESTelecom)(Moscow)
2 Mango Telecom (Moscow)
3 ER-Telecom (Perm Krai)
4 Gazprom Space Systems (Moscow region)
5 Obit (St. Petersburg)
6 Tricolor TV (St. Petersburg)
7 Telecomnefteproduct (Moscow)
8 Enforta (Moscow)
20122013Company 2013/2012, %
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20122013Company 2013/2012, %Компания
TELECOMMUNICATIONS INDUSTRY IN RUSSIA: LEADING COMPANIES
3.5
Source: J’son & Partners Consulting
1 Rostelecom
2 ER-Telecom
3 VimpelCom
4 MTS
5 TTK
8,543
2,449
2,376
2,205
921
9,824
2,732
2,298
2,264
1,209
2013 г.
115
112
97
103
131
RUSSIAN BROADBAND MARKET: TOP 5 OPERATORS BY NUMBER OF BBA SUBSCRIBERS2013, thousand subscribers
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20122013Company 2013/2012, %Компания
Source: J’son & Partners Consulting
3.6 TOP 5 COMPANIES BY PAY-TV SUBSCRIBER BASE GROWTH
2011-2013, mln households
1 Tricolor TV
2 Rostelecom
3 ER-Telecom
4 MTS
5 TTK
8.9
5.25
2.35
2.85
1.05
10.1
5.23
2.49
2.46
1.75
113.4
99.6
105.9
86.3
166.6
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NOTES
WWW.RDIF.RU 25
NOTES
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RDIF PRESENTS
PLATFORMINVEST IN RUSSIA
INVESTIN RUSSIA
WWW.RDIF.RU 27
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