2021-11-17-科尔尼-It_s_time_for_South_Africa_s_telcos_to_go_digital_9页_433kb

报告摘要

South Africa's Telcos: The Time to Go Digital

Opportunity:

Digital Services Gap: South Africa has a below-average Connected Consumer Index (CCI) compared to leading markets (e.g., US, Europe).
Growth Potential: High demand for digital services like OTT video (Netflix, DStv dominate), online gaming, and music streaming. Market penetration for devices (voice assistants, smart home) is emerging but low.
COVID-19 Catalyst: Pandemic highlights the need for connectivity and digital access, creating urgency for telcos to expand beyond basic services.

Key Challenges:

Declining Telco Dominance: Telco services (fixed/ mobile connectivity, pay TV) are maturing, while digital services still hold significant room for growth.
Competition: Global players control digital services; telcos need to reposition themselves to avoid being left out.
Convergence: The merging of telecom and digital services requires telcos to redefine their role.

Strategic Imperatives:

Shift to Digital Expansion: Focus on growing media/entertainment and connected devices (esp. voice assistants, home surveillance, health tech).
Bundling & Pricing: Offer affordable bundles combining connectivity and digital services to increase ARPU and customer loyalty.
Target High-Value Segments: Prioritize consumers who use voice assistants, as they have higher digital engagement and spend.
Leverage 5G: Use 5G to drive adoption of IoT and converged services.
Public-Private Partnerships: Collaborate with governments to strengthen national infrastructure and support connectivity.

Data Highlights:

South African connected spend (adjusted for PPP) is among the highest globally but digitals share is only 12%.
Media/entertainment and connected devices offer the largest growth opportunities (23% and 612% CAGR).
Low ARPU in subscription-based devices ($207 vs US $276) and high dependency on global OTT platforms.

Recommendations:

Telcos should transition from connectivity providers to digital ecosystem players.
Invest early in IoT and entertainment partnerships to capture market share.
Enhance value-added services (e.g., integrating home surveillance, health monitoring via connectivity).


**Conclusion**: South Africa's telcos have a unique window to digitize their offerings, increase market share, and ride the wave of technological convergence. Proactive action is critical.

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