Telecom infrastructure is being transformed in a dozen key markets across Asia, where towercos own and operate between 20% and 70% of each country’s towers. What are the implications for the supply chain? What equipment and services are the towercos buying? How do their requirements vary according to the structure of each tower market?
By way of a preview of the forthcoming TowerXchange Meetup Asia, which represents a unique opportunity for vendors to connect with the leaders of Asia’s towercos, TowerXchange examines demand for each of six key categories of passive infrastructure equipment and services in Asia’s 12 most active tower markets.
Which Asian tower markets are generating the most demand for energy storage, DG and hybrid energy systems? In which countries is power a pass through?
How widespread are RMS deployments? What about appetite for small cells, microcells, DAS and IBS?
At what rate are new towers being erected, and existing towers reinforced for co-location?
And in which countries will future tower transactions create demand for advisory services from bankers, consultants and law firms?
TowerXchange examines the 12 most active Asian tower markets, predicts demand for passive infrastructure equipment and services, and lists the largest towercos and MNOs active in each country. The following matrix is compiled based on hundreds of research calls and meetings with Asia’s leading towercos and MNOs in which we’ve diagnosed their procurement and capex priorities.
Meet the key stakeholders at this year’s TowerXchange Meetup Asia, taking place on November 24 and 25 at the MBS, Singapore!
Download TowerXchange Asia Vendor Matrix
Download TowerXchange Asia Vendor Matrix
Brief commentary on Asia’s less active tower markets:
Afghanistan: Frontier Towers runs ~1,500 towers for Afghan Wireless and Etisalat and MTN attempted to create a join venture towerco, but IHS weren’t interested. No immediate opportunities for tower industry growth, therefore TowerXchange has yet to study the market in detail.
East Timor: Too small to provide the necessary economies of scale to towercos, therefore TowerXchange has yet to study the market in detail.
Japan: Tough market for foreign investors, and minimal towerco activity, therefore TowerXchange has yet to study the market in detail.
Laos: Seldom mentioned in rumors of potential tower deals, therefore TowerXchange has yet to study the market in detail.
Mongolia: No immediate opportunities for tower industry growth, therefore TowerXchange has yet to study the market in detail.
Nepal: Despite infrastructure sharing being leveraged to accelerate post Earthquake recovery, we’ve seen no mention of potential towerco activity.
North Korea: Impenetrable to a Western research firm like TowerXchange, and probably impenetrable to foreign investors!
Philippines: No immediate opportunities for tower industry growth, therefore TowerXchange has yet to study the market in detail.
PNG: Too small to provide the necessary economies of scale to towercos, therefore TowerXchange has yet to study the market in detail.
Singapore: Market considered both too small and too mature for towercos, therefore TowerXchange has yet to study the market in detail.
South Korea: No immediate opportunities for tower industry growth, therefore TowerXchange has yet to study the market in detail.
