BMI View: Following the 4G spectrum auctions in late 2015 and the re-auction in May 2016, competition
in the telecoms sector has been fiercer than ever. Efforts to migrate 2G subscribers to 3G and 4G networks
have led to increased costs from marketing expenses and han ..."
BMI View: An expanding and increasingly-affluent middle class in Thailand will boost the consumer
electronics market over the medium term, and represents a break away from the trend over 2014-2016 when
economic and political factors were drags on the market. However, ..."
BMI View: Thailand is forecast to move to a stronger economic trajectory over the medium term, while
political risks should also diminish. We expect this to result in faster IT spending growth from 2017 - and
we forecast the market will expand at a CAGR of 5.8% over 2 ..."
T&M equipment is used to analyze and measure electronic and mechanical devices throughout their lifecycle. Also, it finds application in the initial design, development, verification, maintenance, and repair of electronic and mechanical products. Industries such as communi ..."
BMI View: We maintain our view that the focus in the Thai mobile sector in 2016 will be on 4G, as
operators forked out exorbitant amounts for valuable spectrum in 2015. The spectrum will enable operators
to expand their LTE networks and value-added-services (VAS) with ..."
BMI View: Thailand is both a large domestic market for consumer electronics devices and an important
production centre for global industry, particularly with regards hard disk drive manufacture. After a
difficult few years we believe Thai consumer electronics spending ..."
BMI View: A hard landing in China continues to cast a shadow over the regional economic outlook, but
our core scenario for Thailand is an improvement in IT market dynamics over the medium term. We
forecast IT spending will increase at a CAGR of 6.6% over 2016-2020 to ..."
BMI View: In 2016, the focus in the Thai mobile sector will be on 4G as the 2015 spectrum auctions saw
operators forking out exorbitant amounts for valuable spectrum, which will enable them to expand their
LTE networks and range of value-added-services (VAS) without h ..."
BMI View: We expect Thailand's consumer electronics will strengthen in 2016, and continue to do so over
the medium term, with a CAGR of 3.2% forecast for 2016-2020. Regional economic uncertainty increased
in early 2016, but our core view for the medium term continues ..."
BMI View: Our outlook is for steady growth in IT market spending in Thailand over the medium term,
though we do acknowledge elevated regional economic uncertainty in the Q216 update could threaten the
growth trajectory if there is a sustained deterioration in sentimen ..."