BMI View: We hold positive medium-term outlook for the Philippines' IT market, which has strong
domestic economic momentum that is relatively insulated from China and commodity market risks that
could potentially drive outperformance. Rising incomes will benefit the P ..."
BMI View: We adopted a less bullish outlook for consumer electronics device sales growth in the
Philippines throughout the medium term in the Q4 update. This change relies on two factors: a more
negative outlook for tablet sales in the face of competition from smartph ..."
BMI View: Telstra and San Miguel Corp's (SMC's) plans to pool their strength for the launch of a third
mobile network have not materialised. We believe the regulator's lack of power in providing support to the
new entrant, coupled with the duopolistic market power o ..."
BMI View: The Philippines is deeply connected to the global consumer electronics industry as a major
supplier of intermediate components, and as incomes have risen it has increasingly become a growth
opportunity for the sale of finished products. Our bullish household ..."
BMI View: Telstra and San Miguel Corp's plans to pool their strength for the launch of a third mobile
network have not materialised. We believe the regulator's lack of power in providing support to the new
entrant, coupled with the duopolistic market power of the incu ..."
BMI View: A strong economic outlook, and specifically a migration of households up the income scale, are
expected to add momentum to the Philippine IT market over the medium term and we forecast a CAGR of
10.6% over 2016-2020 to a total value of PHP314.08bn in 2020. W ..."
This country report and accompanying data annex provide a comprehensive overview of Philippines' telecoms market, including KPIs and data on subscribers, penetration, revenue and ARPU. The report analyses the strategies of major players in the country's fixed and mobile teleco ..."
BMI View: The Philippines consumer electronics market has strong growth prospects over the medium
term as incomes rise, enabling vendors to tap into the opportunity presented by relatively low device
penetration rates. Our positive outlook is based on our Country Risk ..."
BMI View: Operators will aim to derive revenue growth from growing mobile data usage trends,
leveraging the Philippines' strong economic growth potential to introduce premium value added services
(VAS) and data-heavy mobile applications. To this end, both Philippines ..."
BMI View: The Philippines IT market is forecast to maintain a trend of strong growth over the medium
term based on the supportive economic environment. We envisage a CAGR of 10.2% over 2016-2020 to a
total value of PHP314.1bn in 2020, making the Philippines an outperf ..."