Wholesale Telecoms Report

SA Wholesale Telecoms Report 2024

Introduction

This report provides incisive analysis of key Wholesale Telecoms service categories, leading off the major international trends influencing the future of these markets. It explores the evolving wholesale services landscape and the competitive and regulatory environments in South Africa.

The report provides market sizing for South Africa, with competitor market share estimates, in 12 service categories, with revenue forecasts from 2023 to 2028.   Competitor profiles are provided for the 13 largest market players.

Table of Contents

Overview of Market

  • Summary of Key Market Trends
  • The overall wholesale telecoms market

International Trends

  • International Trends Overview
  • Developed countries
  • Public funding
  • Wholesale fibre market trends
  • Open access networks
  • European open fibre networks
  • FTTH penetration by region
  • Global rankings
  • Key market developments
  • Tower ownership
  • Network sharing options
  • Network resourcing sharing
  • Inorganic growth opportunities
  • 5G deployment and new network sharing models
  • NaaSCo – an innovative new business model
  • Internet Exchange Points (IXPs)
  • Edge computing
  • Early use cases
  • Early investment patterns and service categories

Government, Policy and the Regulatory Environment

  • Government, Policy and the Regulatory Environment Overview
  • Rapid deployment and sharing of infrastructure facilities
  • Competition Commission
  • ICASA
  • The ECA Draft Amendment Bill
  • State Digital Infrastructure Company (SDIC)
  • Three Connectivity Streams for SA Connect Phase 2
  • Important spectrum policy updates
  • Possible further IMT spectrum assignment
  • Sub-GHz spectrum
  • IMT700 and IMT800 planning process
  • Additional mid-band spectrum

Local Trends

  • Local Trends Overview
  • Initiatives to narrow the digital divide
  • Broadband connectivity challenge to ‘move down the pyramid’
  • Strong disparities in broadband coverage
  • Fixed Wireless Access (FWA) coverage – fixed-LTE and fixed-5G
  • 4G and 5G Coverage
  • Rural vs Urban Coverage
  • Further expansion of 5G
  • Broadband coverage by province
  • Fixed Wireless Access (FWA) coverage
  • International connectivity – a new era of abundance
  • Future plans from Google and Meta
  • National fibre connectivity service dynamics
  • Growing demand for carrier-neutral data centres
  • NAPAfrica
  • INX-ZA
  • Open Access fibre operators
  • Aggressive push into higher-density, lower ARPU areas
  • Unique strategies with respect to infrastructure assets
  • Wholesale active mobile network services
  • The local MVNO market
  • MVNO focus is shifting

Market Sizing and Forecasts

  • Market Model – Taxonomy and Methodology
  • Wholesale Telecoms Services Market Overview
  • Competitor Revenue Overview
  • Fixed Access Connectivity forecast and competitor shares
  • Mobile Facilities forecast and competitor shares
  • Mobile Backhaul, Metro, National and International Transmission forecast and competitor shares
  • Telco Colocation, Cross-connection & Hubbing forecast and competitor shares

Competitor Profiles

 

Related research

  • BMIT SA Broadband Market 2024
  • BMIT MVNO Market, 2025

Deliverables and format

  • PDF PowerPoint format and Excel workbook
  • Clients are also entitled to a virtual presentation/workshop (may be combined with other topics at BMI-T’s discretion).

 

Further information

For further information and details on how to subscribe to this research please contact Anita Mathews on 011 540 8000 | 082 466 2317 | anita@bmit.africa

For more information on BMI-T and our research and consulting services please visit www.bmit.africa