South African Broadband Report 2023

Market focus
South African retail broadband market (B2B and B2C) across all access media.

Key research components
Market sizing, segmentation and forecasts, key product and pricing trends, competitive dynamics and technology and infrastructure availability. High level review of global market as context for local trends.

Methodology
Extensive secondary research and selected interviews with key industry players.
Primary research extracts from a large sample consumer survey.
Bottom-up and top-down analysis.  Forecasting methods include exponential smoothing and cause and effect methodologies (scenario building).

Table of Contents

Introduction
Taxonomy of Technologies

International Trends
  • Overall trends
  • Remote work trends
  • Fibre
  • Africa
  • 5G deployment
  • 5G subscriptions in Sub-saharan Africa
  • 4G
  • Fixed Wireless Access
  • Private mobile networks
  • Wi-Fi 6
  • Television White Spaces
  • LEO/MEO satellite deployments
  • Starlink
  • Satellite direct-to-mobile communications
  • ViaSat
Technology Advancements
  • Broadband Technology Advancements
  • Competing Technologies
  • GPON
  • 10G PON
  • 5G
  • 5G Deployment
  • The evolution of 5G
  • The vision for 6G
  • Specifications for IMT-2030
  • Wi-Fi
  • Very High Throughput Satellites (VHTS)
  • World Radio Congress 2023
Local Market Trends
  • Local Market Trends
  • Remote work trends
  • Mobile operators
  • 4G and 5G Coverage
  • Further expansion of 5G
  • Disparities in broadband coverage
  • Fixed Wireless Access (FWA) coverage
  • BMIT’s spatial analysis
  • Broadband connectivity challenge
  • Household monthly internet spend
  • Anticipated market disruption by LEOs
Township fibre
  • Lower-income urban households
  • Early township fibre initiatives
  • Ilitha – Mdantsane
  • Vumatel Key- Alexandra
  • Vuma Key Pilot – Kayamandi
  • fibertime – Kayamandi
  • fibertime’s Wi-Fi service
  • Township fibre price comparison
  • Other township fibre initiatives
  • New township broadband initiatives
  • The role of Wi-Fi
  • WISPs
  • WISPs technology options
  • TVWS
Product and Pricing Trends
  • Broadband Product and Pricing Trends
  • Residential Entry Price points
  • Emerging uncapped (or ‘quasi-uncapped’) services
  • Next generation Fixed Wireless product: MTN / Supersonic ‘Air Fibre’
  • Fibre with Wi-Fi enabled ONT
  • Disruptive trends: Business Broadband
  • Competition in FTTB
  • BitCo’s Dedicated Corporate Fibre prices
  • BitCo’s Broadband Fibre Internet services
Market Sizing and Forecast
  • Broadband Market Sizing and Forecasts – Overview
  • The base of broadband connections overall forecast
  • Telkom’s migration away from copper access
  • Primary Home Internet Access Type
  • Residential Fibre and Fixed-LTE/5G Uptake vs Projected Feasibility and Potential Feasibility
  • Rollout of access fibre in both the residential and business
  • New FTTH cohorts
  • FTTH rollouts
  • Forecast scenario 5G
  • Residential Fixed-mobile and Fixed-5G scenarios
  • Blended ARPUs
  • Forecasts CAGR in residential broadband connections
  • Forecast of business connections and revenue
  • Microwave fixed wireless services
Competitive Analysis
  • Overview
  • Broadband Value Chain
  • Broadband Value Chain – Industry Concentration
B2B Fixed ISP (Overlay)
  • BCX and Telkom
  • NTT/Dimension Data
  • Vox Telecom (Vivica Group)
  • Vodacom Business
  • Liquid Intelligent Technologies SA
B2C Fixed ISP (Overlay) Summary
  • Telkom Consumer
  • Afrihost
  • Vodacom
  • Vox Telecom (Vivica Group)
  • Webafrica & MWeb
Mobile Broadband (fixed-mobile routers)
  • Vodacom
  • MTN
  • Telkom Mobile
  • rain
  • Cell C
Digital Lifestyle Survey 2022 (selected results)
  • Survey Methodology
  • Primary Home Internet Access Type
  • Primary Home Internet Access
  • Monthly Internet Spend
  • Monthly Internet Spend by household income
  • Home Internet Upgrade Intention
Deliverables and format
  • PDF Power Point format and excel workbook
  • Clients are also entitled to a one-hour online workshop.
Related research
Further information

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