【特集・ニュース】 ◇キーワード

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1 KDDIR&A Free Mobile KDDI Free MobileIliad Group MVNO Free Mobile Free Mobile Free Mobile12 Free Mobile MNPMobile Number Portability2012 1Free Mobile260MVNO Free Mobile Free Mobile4 4GFree Mobile 1Free Mobile GMVNO3 Free Mobile4 56 Free Mobile Iliad Orange France France Télécom SFR Bouygues Telecom ARCEP 4G MVNO PAGE 1 of 24

2 Title Latest Trends in France's Mobile Market: Assessing the Impact of Free Mobile s Entry Author Abstract HATTORI, Maya, Research Fellow, KDDI Research Institute The Iliad Group launched their 'Free Mobile' service in France as a fourth mobile network operator (MNO) on 10th January With its aggressive low-cost service offerings, Free Mobile has instigated a number of changes in the French mobile market that had been rather static for many years. Free Mobile s launch instigated a price war, as the existing three MNOs and many MVNOs reviewed their service plans. In January and February, the rapid rise of number porting requests by users wanting to churn resulted in the French MNP (Mobile Number Portability) system almost overflowing its capacity. In the first quarter of 2012, Free Mobile acquired 2.6 million subscribers while the three MNOs and the MVNOs all lost customers during this period. As a countermeasure, the existing MNOs are trying to speed up their 4G-rollout plan to compete with the new entrant. This article outlines the French mobile market; explains the background of Free Mobile s entry; covers noteworthy topics in France such as the 4G Auction held in 2011 and the emergence of Full MVNOs ; introduces Free Mobile s service and pricing; and finally presents recent trends and the future outlook for the market, as well as assessing the impact of Free Mobile s entry. Keyword Mobile market 4G Auction MVNO Regulation Region France PAGE 2 of 24

3 4Free Mobile Bouygues Telecom ARCEP % %MVNO 9Free Mobile % 105.8% 27.7% 26.2% MVNO MVNO 11.4% 11.1% ARCEP ARCEP, Telecommunications observatory (mobile market) March 31st, provisional results ( PAGE 3 of 24

4 Orange FranceOrangeSFR Bouygues Telecom320121Free Mobile 4Virgin MobileNRJ Mobile40 MVNO 1 / ADSLIPIPTV * Orange France SFR Bouygues Telecom Free Mobile France Télécom FT 100% Vivendi 100% Bouygues 89.5% Iliad 100% France Télécom FT27 Orange2006FT Vivendi 20116VivendiVodafoneSFR 44%100% 2007M&A2008 2Neuf Cegetel Bouygues 2008ADSL Iliad ** G20121 **1987Xavier Niel64% Iliad GroupISPfreeAlice One.tel 99 * MVNO201110% PAGE 4 of 24

5 Document de référence 2011 de France Télécom IliadFree Mobile 43GFree Mobile 4Free Mobile3G 2.1GHz3G OrangeSFRBouygues Telecom315MHz 43GARCEP Iliad Free Mobile Free Mobile ARCEP61921 Iliad ARCEP MHz 311/ MHz PAGE 5 of 24

6 200912Free Mobile20101 Iliad 900MHz 25MHz Free Mobile SFROrange 2.1GHz SFROrangeFree Mobile3ARCEP GSFROrangeSFR5MHz 3Orange4.8MHz GMVNO 4G 3G ARCEPLTE4G800MHz2.6GHz MVNO 800MHz GHz Bouygues TelecomFree MobileOrangeSFR4800MHz 20121Bouygues TelecomOrangeSFR3Free Mobile GHz3G4G 5MHz PAGE 6 of 24

7 2.6GHz800MHz 800MHz2SFRFree Mobile 800MHzTV 2.6GHz G MHz230MHz / 2.6GHz270MHz2100MHz LTE2G3G GHz MHz MHz2.6GHz 800MHz18/2.6GHz7 2.6GHz Bouygues Telecom215MHz Orange 220MHz Free Mobile220MHz SFR215MHz 800MHzBouygues Telecom210MHzOrange210MHz SFR25MHz22SFRFree Mobile MHz GHz MHz ARCEP NW 3 MVNO 800MHz ARCEP 800MHzFree FréquencesIliad95%Free Mobile5% 800MHz 800MHz Free FréquencesFree Mobile2.6GHz 2.6GH25% SFR800MHz2800MHz PAGE 7 of 24

8 MVNO 2005MVNO MVNO 2007MVNOTF1 Mobile MNO OrangeTEN2007Q4SFRdebitel France MVNOMVNOOmer TelecomTele2 Mobile MVNO % % Free Mobile %5 5MVNO ARCEP 20114G MVNO 6MVNO MVNO MNONFC MVNO KDDIR&A MVNOMVNO étendusimhlr Home Location RegisterGMSCGGSN MVNO PAGE 8 of 24

9 6MVNO20124 MVNO MNO Virgin Mobile OMEA TELECOM SFR Lycamobile Bouygues Telecom NRJ Mobile SFR Virgin Mobile OMEA TELECOM Orange MVNO MNOMVNO MNOMVNO MVNO MVNO MVNO Conseil de la concurrenceautorité de la concurrence2008 MNOMVNO 2010ARCEP MVNO ARCEP ARCEP43G4GMVNO 1MVNO 3G 3G/4GMVNO GARCEPMVNO MVNO Free MobileMVNOOrangeSFR MVNO GMVNO SFRMVNONWMVNO Omer TelecomVirginCarphone WarehouseVirgin MobileTELE2 MobileBreizh MobileCasino Mobile MVNO4 PAGE 9 of 24

10 4G 20114GMVNO 14G43GMVNO ARCEP MVNOMVNO GHz4SFROrangeBouygues TelecomFree Mobile3MVNO MHzSFROrangeBouygues Telecom3 MVNO Free Mobile2012 Free Mobile Free Mobile G ARCEPFree Mobile 3G27%7 Free Mobile20113Orange2G3G Free Mobile25% Free Mobile 7Free Mobile3G* % 75% kbps 25% ARCEP 25% - 80% 144kbps 20% - 60% *Free MobileARCEP ARCEPIliad PAGE 10 of 24

11 Free Mobile Free MobileIliadXavier Niel 1000 Free Mobile3G Free Mobile82 Forfait 8Free Mobile Forfait Free Forfait freebox 1 SIM SMS/MMS FreeWiFi 2 3GB/ 0.05 / BlackBerry1 / / SMS /SMS MMS1.99 /20MB 0.06 /MB 5 /3 0 FreeboxSIM KDDIRA20102P8 PAGE 11 of 24

12 1freeboxIliad GroupISPfree 2Free Mobile EAP-SIM WiFi Free Mobile 19.99Forfait FreeSMS/MMS 3G 40Free Mobile 1Forfait SMS Tarif social mobile RSA 1040 SMS40 Free MobileForfait 2 freeiliad GroupISP* Forfait Free415.99Forfait 2 2 *201112Iliad Group485ISPfree Alice 300 Free MobileFree CenterFree Center201245AngersLe Havre RouenTroyesLavalDunkerqueLorientMulhouseParis KDDIR&A 20114P21-22 PAGE 12 of 24

13 Free MobileSIMFree Mobile iphone 4S16G Free Mobile4 1 Free Mobile 20124iPhone 4SSamsung Galaxy SIISamsung Galaxy Ace Samsung Galaxy YBlackberry Curve 3GHuawei U8350ZTE Blade SZTE F160 Free Mobile 20121Free Mobile Bouygues Telecom B&YOU10Orange SoshSFRRed Les Séries Red de SFR 2040 Free Mobile Bouygues Telecom20095 ideo20105ideo 24/24SFR 20106Pack SFR AbsoluOrange20108Orange Open Free Mobile 110Free Mobile PAGE 13 of 24

14 3MVNO MVNOVirgin MobileFree Mobile Forfait Free19.90 OrangeSFRBouygues Telecom3 Zero ForfaitMVNO NumericableMVNO Free Mobile Orange 112Sosh SFR 112Red Bouygues Telecom 113B&YOU Virgin Mobile Extaz Zero Forfait Numericable Free Mobile Free Mobile GfK 80%Free MobileFree Mobile3%GfK Free Mobile 15 PAGE 14 of 24

15 Free Mobile2614% Iliad Group5151 Free Mobile MNP14 ARCEP1MNP201110,700 Free Mobile3MNP ARCEPGIE EGPMNP MNP ARCEP Free Mobile ARCEP127 2Free Mobile4 ARCEP228Free Mobile OrangeSFR3G98% Bouygues Telecom 93%201075% ANFR PAGE 15 of 24

16 Free Mobile Free Mobile 30.8%979 Free MobileOrangeFree Mobile 97%Orange20122 OrangeFree Mobile31820 Free MobileOrange ARCEPFree MobileOrange France ARCEP Free Mobile Free Mobile Free Mobile 3Free Mobile Free Mobile 3Bouygues TelecomOrange11000 Free Mobile Free MobileForfait Free Forfait 2 Free Mobile La Tribune PAGE 16 of 24

17 Free Mobile Free Mobile20 Free Mobile2 MVNOPrixtel212 1 SMS60 Free MobileIliad GroupISPFree ADSL OrangeFree20 FT Free Mobile Orange Orange1/3 80Free Mobile1 23 OrangeFree Mobile Free MobileSFRCEO1Le MondeOrangeFree Mobile Orange FTStéphane RichardCEOFree Mobile Orange4 416Libération SFRCEO 2SFR PAGE 17 of 24

18 SFRFreeFranck Esser CEO326 SFRFree Mobile EsserFree Mobile Vivendi Jean-Bernard LévySFR52Vodafone Michel CombesCEOCombes 81 SFRFree MobileSFR SFRFree Mobile ISPfree Bouygues TelecomDarty Bouygues Telecom B&YOU 3 Bouygues Telecom53DartyKesa Darty TelecomBouygues Telecom Darty Telecom304 Darty Bouygues Telecom4000Darty Telecom 99.9%Darty226Bouygues Telecom Bouygues Telecom 3Bouygues Telecom Darty Telecom Free Mobile Virgin MobileMVNO MVNOVirgin Mobile France H@ppy4IP100ADSL PAGE 18 of 24

19 25MbpsIPTV3002SMS SMS3GB SMS450 Free MobileForfait SMS 60Virgin Mobile SMS Virgin Mobile OMEA TELECOM200 MVNOMVNOFree Mobile Free Mobile 20121MVNO P75 MVNOAlternative Mobile28Free Mobile MVNOFree Mobile Free MobileMVNO3G ARCEPARCEP54Alternative Mobile 1 ARCEP Free Mobile Free Mobile % %Credit Suisse Credit SuisseFree Mobile Free Mobilefree 1 Le Monde Le Jounal du Net PAGE 19 of 24

20 Forfait 2 Kantar Worldpanel Free Mobile4.6% 2.1%320Orange Free Mobile ARCEPFree MobileFree MobileARCEP ARCEP Free Mobile MVNO LycamobileOméa Telecom / / / ARCEPARCEP / / / / ARCEP Iliad Group20123Free Mobile free Iliad Group PAGE 20 of 24

21 20121 SIM 2040% Orange85% / Free Mobile300 4G Free Mobile LTE4GFree Mobile4G OrangeBouygues Telecom264GLTE OrangeBouygues Telecom329SFR20134G LTE Free Mobile20134G3 34G ARCEP ossier eng.pdf La Tribune PAGE 21 of 24

22 Orange SFR 6Alcatel-Lucent4G 2013 Orange201111H+HSPA 4050%2012 H+60% SFR20134G20119 SFR Bouygues Telecom 64G Ericsson 2013 Free Mobile ARPU ARCEPFree Mobile1 3MVNO 515François Hollande Hollande2022 HSPA3G1HSPA PAGE 22 of 24

23 HADOPIHADOPI HADOPI ARCEPwww.arcep.fr -France Télécomhttp:// -Orange Francehttp:// -SFRhttp:// -Vivendihttp:// -Bouygues Telecomhttp:// -Bouygueshttp:// -Iliad Grouphttp:// -Free Mobilehttp://mobile.free.fr -OMEA TELECOM-Virgin Mobilehttp:// 16 ITUvol.42 No KDDIRA20102 François Hollande60engagements HADOPI HADOPIHADOPI KDDIR&A PAGE 23 of 24

24 1 KDDI R&A KDDI R&A France Télécom KDDI R&A FMCKDDI R&A MVNOKDDI R&A FMC No.4France Télécom SFR KDDI R&A MVNOKDDI R&A France Telecom Orange KDDI R&A FMC No.1 BT Fusion KDDI R&A PAGE 24 of 24

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