Telecommunication Industry

1. 2. Low internet coverage in Vietnam

1.1. Internet penetration rate of 57% in 2018

1.2. Internet penetration rate is expected to reach 75% by 2023

1.3. New subscribers: tăng 12 - 15%/năm

1.4. Dư địa tăng trưởng ở thị trường TP cấp 2 (FPT dự định mở rộng thêm tại TT này)

2. Internet services providers still have a lot of room for expansion

3. 3. Broadband market in Vietnam

3.1. Fixed broadband penetration in Vietnam remains low mainly due to a limited number of fixed lines and the dominance of the mobile platform (80% of total broadband)

3.2. Fixed broadband market has grown strongly over the past 5 years driven by the FTTH market

3.2.1. Fixed band subscribers: grow at a CAGR of 21.31% (2014 - 2018)

3.2.2. FTTH subscribers: grow at a CAGR of 95.81% (2014 - 2018)

3.2.3. Leased line

4. Số DC đạt chuẩn Tier 3 tại VN qua các năm?

5. 1. Telecommunication Revenue (2008 - 2018)

6. 4. Data Center will become a new driver for Telecommunication Industry

6.1. Southeast Asia will be the fastest growing region for co-location data centres over the next five years, with its market size expanding by a CAGR of 13% (2019 - 2024)

6.1.1. Research by Cushman & Wakefield, a leading global real estate services firm

6.2. The Cyber Security Law coming into effect at the beginning of 2019 is expected to boost more demand for data centers

6.2.1. CSL requires foreign technology companies store their Vietnamese users’ data within the country and provide it to the Ministry of Public Security on request.

6.3. Although DC infrastructure in VN is not fully developed, the country still has some advantages to attract tech companies

6.3.1. Dân số đông --> increase IT consumption and e-commerce --> attract tech and e-commerce companies

6.3.2. Low cost