Growth from fxed services will come primarily from fxed broadband and data lines. Fixed broadband subscribers will grow by 10.5 percent compound annual growth rate (CAGR), as existing fxed line users take advantage of bundled packages. Services such as IPTV and online gaming and music will drive much of this increased uptake. Fixed data lines will grow by 2.6 percent CAGR as more companies require their own internal networks. This opportunity will contribute RM1.7 billion in incremental GNI and create 3,250 new jobs by 2020.
Mobile services will see subscription growth in all segments: voice, data and broadband. Voice lines will grow by 2.7 percent CAGR driven by both the growing population and increasing tendency of subscribers to have multiple mobile accounts. Mobile data, which includes SMS, content and services that do not require an Internet connection, will grow in line with subscriber growth.
Lastly, mobile broadband subscribers will grow rapidly by 10.5 percent CAGR as 3G users begin to access the Internet, more advanced devices induce Malaysians to use their phones as their primary means of Internet access and lower costs allow mobile Internet access to become more widespread. This opportunity will contribute RM3.6 billion in incremental GNI and create 5,788 new jobs by 2020.
Courier, post and broadcast sector's GNI contribution will grow by 5.2 percent annually over the next ten years.
The courier and post sector will offer a broader range of services such as commercial transaction fulflment, warehousing, inventory management, demand planning for manufacturers and assembly services. A multi- tiered licensing system prepared by SKMM will impose higher requirements for top tier license holders and will encourage consolidation, raising the capacity of the sector to invest.
Furthermore, the post and courier sector has an opportunity to capitalise on the expected growth in electronic commerce and offer services specifcally designed to meet the needs of merchants. Further opportunities exist in expansion in regional logistics, subject to obtaining freight forwarding licenses, as well as in competing internally on quality and performance of service rather than price.
Although paid broadcasting has almost reached a plateau in terms of penetration, new opportunities for the broadcast sector will open up as new services are introduced. Digital terrestrial TV will allow the broadcasting of more channels and will have a positive impact on revenues starting in 2015, when SKMM plans to mandate the switching off of analogue broadcasting.
Additional upside opportunities may come from mobile TV and 3D TV content. The infrastructure for offering these services are generally in place. Solutions are being explored to address content creation for these new channels and overcoming barriers to adoption.
This opportunity will contribute RM1.6 billion in incremental GNI and create 7,563 new jobs by 2020.
Malaysian companies in the sector such as Axiata, Maxis and Astro are aggressively pursuing international opportunities in large and fast growing markets such as Indonesia, India and Bangladesh. Currently, these investments account for approximately RM2.5 billion of GNI. By 2020, these investments will generate additional GNI of RM4.8 billion and 664 new jobs, as the Malaysian controlled companies leverage the fast growth of these markets and pursue market share.