Fiber optic connectors are a substantial fragment of the global telecommunication industry. Optical fibers are joined using fiber optic connectors, which allow the light conduction between two consecutive optical fibers. An additional im…
BMI View: We have made only minor forecast revisions and in the Q416 update we retain our view that
organic subscription-led growth is no longer possible in Romania's saturated mobile market. Network
operators must instead deepen their relationships with existing customers, maximising monetisation
opportunities. 3G/4G uptake and technological adoption will show promise over the next few years out to
2020. A paucity of high-speed wireline broadband networks was a key driver in 3G uptake, but premium
service usage is low, souring investor appetites. Demand for converged services is growing, but ANCOM's
refusal to allow third parties to access cable operators' networks will impair further development. Orange
Romania's latest foray into converged services is a welcome development and we believe that it could offer
the carrier a variety of new revenue streams.
Latest Updates & Industry Developments
- Mobile subscriptions decreased in H116, contrary to expectations, due to inactive shedding. We estimate
27.42mn subscriptions at the end of 2016, rising to only 27.67mn in 2020; ongoing efforts to eliminate
inactive subscriptions will lead to variations in annual growth rates.