Germany - Telecoms, Mobile and Broadband

Description

The Germany - Telecoms, Mobile and Broadband - Statistics and Analyses report includes all relevant BuddeComm research data and analysis. Covering trends and developments in telecommunications, mobile, internet, broadband, infrastructure and regulation. Please review the Executive Summary and Table of Contents for more details.

Germany's MNOs closing 3G networks

With one of Europe's largest telecom markets, Germany hosts a number of significant operators which offer effective competition in the mobile and broadband sectors. Telekom Deutschland remains the dominant provider in the fixed-line segment, though there is increasing competition from operators including freenet, Vodafone Germany, and Telefonica Germany, each of which is making use of regulatory measures aimed at facilitating wholesale network access to provide fibre-based broadband services.

The German mobile market is driven by mobile data, with the number of mobile broadband subscribers having increased rapidly in recent years. With LTE now effectively universally available, considerable progress has recently been made in building out 5G networks. Telekom's 5G service provided about 80% population coverage by March 2021. This was expected to be increased to 90% coverage by the end of the year.

This report introduces the key aspects of the German telecom market, providing data on the country's fixed network infrastructure as well as key regulatory developments including the status of interconnection, local loop unbundling, number portability, and carrier preselection. The report also covers the mobile voice and data sectors, including an overview of the main operators and their strategies for dealing with competition and emerging technologies, also an assessment of recent regulatory developments and spectrum auctions. In addition, the report analyses the fixed and wireless broadband markets, together with subscriber forecasts and an assessment of developments with related technologies such as FttP, DOCSIS3.1 and powerline broadband.

Key developments:

Unsere Grune Glasfaser joint venture starts building 50,000km wholesale fibre access network;

Regulator approves four-year termination rates to 2023, sets reduced MTRs through to 2022;

Telekom Deutschland launches standalone 5G service;

Additional security measures applied to 5G network components;

Telefonica Germany reports 98% LTE coverage;

Vodafone Germany to extend its 1Gb/s service to 25 million premises by 2022;

NetCologne rolls out 1Gb/s service in Cologne;

EWE to invest more than 1 billion in fibre-based infrastructure to 2026;

Report update includes the regulator's market data for 2020, VATM market data updates for 2021, telcos' operating and financial data to Q2 2022, updated Telecom Maturity Index charts and analyses, recent market developments.

Companies mentioned in this report:

Telekom Deutschland, Freenet, BT Global Services, Tele2 Germany, Telefonica Germany, Vodafone Germany, E-Plus, CallMobile, QSC, Kabel BW, Kabel Deutschland, Unitymedia, PrimaCom, The Cloud, Energie Baden-Wurttemberg

1 Key statistics

2 Regional Europe Market Comparison

2.1 Market characteristics
2.2 Market Leaders
2.3 Market Challengers
2.4 Market Emergents
2.5 TMI versus GDP
2.6 Mobile and mobile broadband penetration
2.7 Fixed versus mobile broadband penetration

3 Telecommunications market

3.1 Recent developments
3.2 Historical overview

4 Regulatory environment

4.1 Historical overview
4.2 Regulatory authority
4.3 Fixed-line developments
4.4 Mobile market developments

5 Mobile market

5.1 Market analysis
5.2 Mobile statistics
5.3 Mobile infrastructure
5.4 Major mobile operators
5.5 Mobile content and applications

6 Fixed-line broadband market

6.1 Introduction and statistical overview
6.2 Hybrid Fibre Coax (HFC) networks
6.3 Digital Subscriber Line (DSL) networks
6.4 Fibre-to-the-Premises (FttP) networks
6.5 Other fixed broadband services

7 Fixed network operators

7.1 Market overview
7.2 Telekom Deutschland (Telekom)
7.3 Vodafone Germany
7.4 Freenet
7.5 Tele2 Germany
7.6 Telefonica Germany

8 Telecommunications infrastructure

8.1 National telecom network
8.2 International infrastructure
8.3 Smart infrastructure

9 Appendix Historic data

10 Glossary of abbreviations

11 Related reports

Table 1 Top Level Country Statistics and Telco Authorities - Germany 2022 (e)
Table 2 Growth in fixed-line investment: Telekom and altnets ( billion) 2012 2021
Table 3 New entrants' market share of revenue, investment 2012 2020
Table 4 New entrants' market share of subscribers by sector 2012 2020
Table 5 Change in telecom market revenue: Telekom and altnets ( billion) 2012 2020
Table 6 Development of telecom market revenue by sector (VATM data) ( billion) 2012 2021
Table 7 Change in telecom revenue by sector (regulator data) ( billion) 2015 2020
Table 8 Development of voice traffic by sector (million minutes per day) 2012 2021
Table 9 Change in fixed voice outgoing traffic by main provider (billion minutes) 2014 2020
Table 10 Change in the number of Telekom Deutschland wholesale lines (million) 2012 2022
Table 11 Decline in annual traffic by alternative accesses (billion minutes) 2013 2020
Table 12 Growth in the number of mobile subscribers and penetration rate 2012 2027
Table 13 Development of mobile market revenue by type ( billion) 2012 2021
Table 14 Change in mobile revenue by MNOs and MVNOs ( billion) 2012 2020
Table 15 Average use per SIM card by service 2012 2020
Table 16 Decline in prepaid customer share of mobile subscriber base 2012 2020
Table 17 Mobile operator share of retail revenue 2012 2021
Table 18 Change in mobile market share of subscribers by operator 2012 2021
Table 19 LTE base stations in service 2015 2020
Table 20 Increase in the number of LTE subscribers 2015 2021
Table 21 Telefonica Deutschland LTE subscribers and proportion of total 2014 2019
Table 22 Growth in the number of M2M connections 2015 2021
Table 23 Growth in the number of Telefonica Germany's M2M connections 2014 2022
Table 24 Change in fixed and mobile daily traffic (million minutes per day) 2012 2021
Table 25 Growth in mobile voice traffic 2012 2020
Table 26 Growth in mobile data traffic 2012 2021
Table 27 Change in SMS annual message traffic (SMS billion) 2012 2020
Table 28 Growth in the number of active mobile broadband subscribers and penetration 2012 2027
Table 29 Development of Telekom Deutschland's mobile revenue ( billion) 2012 2022
Table 30 Change in Telekom Deutschland's quarterly mobile revenue ( billion) 2015 2022
Table 31 Development of Telekom Deutschland's subscriber base by type (million) 2012 2022
Table 32 Change in Telekom Deutschland's average consumer monthly churn 2012 2022
Table 33 Telekom Deutschland mobile ARPU (Germany) ( / month) 2015 2022
Table 34 Development of Vodafone Germany's mobile ARPU (/month) 2012 2022
Table 35 Change in Vodafone Germany's customer churn 2012 2022
Table 36 Vodafone Germany - voice and data usage 2012 2022
Table 37 Change in Vodafone Germany's mobile subscriber base 2012 2022
Table 38 Change in Vodafone Germany's mobile service revenue 2016 2022
Table 39 Vodafone mobile customer cost 2016 2022
Table 40 Change in Telefonica Germany's mobile subscriber base by type (million) 2012 2022
Table 41 Decline in Telefonica Germany's monthly ARPU (/month) 2012 2022
Table 42 Development of Telefonica Germany's mobile revenue 2012 2022
Table 43 Development of Telefonica Germany's mobile revenue by type ( billion) 2012 2022
Table 44 Telefonica Germany quarterly mobile revenue by type ( billion) 2015 2022
Table 45 Unitymedia mobile subscribers 2013 2019
Table 46 Increase in the number of Drillisch's mobile subscribers 2012 2022
Table 47 Development of Freenet Group's mobile subscriber base (million) 2012 2022
Table 48 Development of Freenet Group's mobile ARPU ( / month) 2012 2022
Table 49 Freenet (mobile) financial data ( million) 2012 2022
Table 50 Change in the number of Telekom Deutschland's direct, resale and LLU broadband lines (million) 2012 2020
Table 51 Growth in fixed broadband traffic, by year and average per connection 2012 2021
Table 52 Change in market share of broadband subscribers by major provider 2012 2021
Table 53 Market share of broadband subscribers by minor provider 2012 2021
Table 54 Growth in the number of fixed broadband subscribers and penetration 2012 2027
Table 55 Change in market share of broadband subscribers by platform 2016 2021
Table 56 Increase in fixed broadband penetration by platform 2012 2021
Table 57 Change in the number of broadband lines by data rates (million) 2014 2021
Table 58 Change in the proportion of fixed broadband lines by data rates 2014 2021
Table 59 Change in the share of fixed broadband lines by Telekom and altnets 2012 2021
Table 60 Growth in the number of cable broadband subscribers 2012 2021
Table 61 Growth in the number of DOCSIS3.1 cable connections (million) 2018 2021
Table 62 Growth in the number of Unitymedia's broadband and telephony subscribers (million) 2010 2019
Table 63 Development of Unitymedia's financial data ( million) 2010 2019
Table 64 Change in the proportion of DSL connections by provider 2012 2020
Table 65 Growth in the number of DSL broadband subscribers 2012 2021
Table 66 Change in the number of DSL connections by type (million) 2012 2020
Table 67 Growth in the number of VDSL broadband subscribers 2015 2020
Table 68 Growth in the number of Telekom Deutschland's wholesale and resale lines (million) 2012 2022
Table 69 Development of United Internet's financial data ( million) 2012 2022
Table 70 Growth in the number of United Internet's subscribers by type (million) 2012 2022
Table 71 Growth in the number of Vodafone Germany's fixed broadband subscribers 2012 2022
Table 72 Growth in the number of Telefonica Germany's fixed broadband subscribers (million) 2012 2022
Table 73 QSC financial data ( million) 2012 2022
Table 74 Growth in the number of households passed with fibre 2012 2021
Table 75 Annual net additions in FttP/B households passed and connected 2012 2021
Table 76 Growth in the number of active FttP/B connections by provider 2012 2021
Table 77 Change in the share of FttP/B connections by provider 2012 2021
Table 78 Growth in the number of Telekom Deutschland's fibre subscribers (million) 2015 2022
Table 79 Development of Deutsche Telekom Group's financial data ( billion) 2012 2022
Table 80 Development of Telekom Deutschland's domestic revenue ( billion) 2012 2022
Table 81 Change in the number of Telekom Deutschland's domestic subscribers by sector (million) 2012 2022
Table 82 Development of Vodafone Germany's fixed-line revenue 2016 2022
Table 83 Growth in the number of Vodafone Germany's fixed-line subscribers 2013 2020
Table 84 Change in Freenet's financial data by segment ( million) 2012 2022
Table 85 Change in the number of Tele2 Germany's subscribers by sector (thousand) 2012 2020
Table 86 Development of Tele2 Germany's revenue by sector (SEK million) 2012 2020
Table 87 Change in Telefonica Germany's subscriber base by sector (thousand) 2012 2022
Table 88 Development of Telefonica Germany's financial data ( billion) 2012 2022
Table 89 Decline in the number of fixed lines and teledensity 2012 2027
Table 90 Fixed-line connections by type (million) 2012 2020
Table 91 International internet bandwidth 2012 2017
Table 92 Historic - Fixed-line investment: Telekom and altnets ( billion) 1998 2011
Table 93 Historic - New entrants' market share of revenue, investment 2008 2011
Table 94 Historic - New entrants' market share of subscribers by sector 2008 2011
Table 95 Historic - Telecom market revenue: Telekom and altnets ( billion) 1998 2011
Table 96 Historic - Telekom Deutschland wholesale lines (million) 2008 2011
Table 97 Historic - Telekom Deutschland's wholesale and resale lines (million) 2009 2011
Table 98 Historic - Fixed line connections by type (million) 2005 2011
Table 99 Historic - Share of fixed broadband lines by Telekom and altnets 2009 2011
Table 100 Historic - Mobile market revenue 1998 2011
Table 101 Historic - Mobile market share of subscribers by operator 2000 2011
Table 102 Historic - Active mobile subscribers and penetration rate 1995 2011
Table 103 Historic - Telekom Deutschland mobile subscribers 2001 2011
Table 104 Historic - Vodafone Germany's financial data (£ billion) 2003 2013
Table 105 Historic - Mobile number portings 2009 2013
Table 106 Historic - Prepaid customer share of all subscribers 2000 2011
Table 107 Historic - SMS annual message traffic (billion) 1998 2011
Table 108 Historic - SMS sent per day (million messages per day) 2005 2015
Table 109 Historic - Mobile termination tariffs by operator 2007 2013
Table 110 Historic - Telecom traffic, fixed and mobile (million minutes per day) 1998 2011
Table 111 Historic - Internet users and penetration rate 1999 2015
Table 112 Historic - Broadband lines by data rates (old format) (million) 2005 2013
Table 113 Historic - Fixed broadband traffic, by year and average per connection 2005 2011
Table 114 Historic - Cable broadband subscribers 2000 2011
Table 115 Historic - Proportion of DSL connections by provider 2001 2011
Table 116 Historic - DSL broadband subscribers 2001 2011
Table 117 Historic - Proportion of broadband lines by data rates (old format) 2005 2017
Table 118 Historic - Share of fixed broadband lines by Telekom and altnets 2003 2011
Table 119 Historic - KDG financial data ( million) 2007 2018
Table 120 Historic - KDG internet and telephony RGUs 2007 2018
Table 121 Historic - KDG blended ARPU (/subscriber/month) 2007 2018
Table 122 Historic - DSL lines by data rates (million) 2012 2016
Table 123 Historic - Proportion of DSL lines by data rates 2012 2016
Table 124 Historic - Freenet financial data ( million) 2005 2011
Table 125 Historic - CPS, Call by Call and direct call traffic (million minutes per day) 2008 2015
Table 126 Historic - Fixed lines in service and teledensity 2002 2011
Table 127 Historic - Fixed-telecom traffic, DT and altnets (billion minutes per day) 2005 2012
Table 128 Historic - Fixed-line market revenue ( billion) 1998 2012
Table 129 Historic - Fixed number portings 2009 2013
Table 130 Historic - Freenet fixed network subscribers by sector (million) 2005 2009
Table 131 Historic - International internet bandwidth 2002 2011
Table 132 Historic - Change in the proportion of mobile market revenue share by type 2012 2018
Table 133 Historic - Development of Telekom Deutschland's subscriber base by type (million) 2009 2011
Table 134 Historic - Change in Telekom Deutschland's average consumer monthly churn 2009 2011
Table 135 Historic - Development of Vodafone Germany's mobile ARPU 2008 2011
Table 136 Historic - Development of Telekom Deutschland's domestic revenue ( billion) 2009 2011
Table 137 Historic - Change in the number of Telekom Deutschland's domestic subscribers by sector (million) 2008 2011
Chart 1 Europe Telecoms Maturity Index Market Leaders
Chart 2 Europe Telecoms Maturity Index Market Challengers
Chart 3 Europe Telecoms Maturity Index Market Emergents
Chart 4 Europe - Telecoms Maturity Index vs GDP per capita
Chart 5 Europe Mobile subscriber penetration vs mobile broadband penetration
Chart 6 Scandinavia/Baltics fixed and mobile broadband penetration
Chart 7 Northern Europe fixed and mobile broadband penetration
Chart 8 Eastern Europe fixed and mobile broadband penetration
Chart 9 Southern Europe fixed and mobile broadband penetration
Chart 10 Growth in fixed-line investment: Telekom and altnets 2012 2021
Chart 11 New entrants' market share of revenue, investment 2012 2020
Chart 12 New entrants' market share of subscribers by sector 2012 2020
Chart 13 Change in telecom market revenue: Telekom and altnets 2012 2020
Chart 14 Development of telecom market revenue by sector (VATM data) 2012 2021
Chart 15 Change in telecom revenue by sector (regulator data) 2015 2020
Chart 16 Development of voice traffic by sector 2012 2021
Chart 17 Change in fixed voice outgoing traffic by main provider 2014 2020
Chart 18 Change in the number of Telekom Deutschland wholesale lines 2012 2022
Chart 19 Decline in annual traffic by alternative accesses 2013 2020
Chart 20 Growth in the number of mobile subscribers and penetration rate 2012 2027
Chart 21 Development of mobile market revenue by type 2012 2021
Chart 22 Change in mobile revenue by MNOs and MVNOs 2012 2020
Chart 23 Decline in prepaid customer share of mobile subscriber base 2012 2020
Chart 24 Mobile operator share of retail revenue 2012 2021
Chart 25 Change in mobile market share of subscribers by operator 2012 2021
Chart 26 LTE base stations in service 2015 2020
Chart 27 Increase in the number of LTE subscribers 2015 2021
Chart 28 Telefonica Deutschland LTE subscribers and proportion of total 2014 2019
Chart 29 Growth in the number of M2M connections 2015 2021
Chart 30 Growth in the number of Telefonica Germany's M2M connections 2014 2022
Chart 31 Change in fixed and mobile daily traffic 2012 2021
Chart 32 Growth in mobile voice traffic 2012 2020
Chart 33 Growth in mobile data traffic 2012 2021
Chart 34 Change in SMS annual message traffic 2012 2020
Chart 35 Growth in the number of active mobile broadband subscribers and penetration 2012 2027
Chart 36 Development of Telekom Deutschland's mobile revenue 2012 2022
Chart 37 Change in Telekom Deutschland's quarterly mobile revenue 2015 2022
Chart 38 Development of Telekom Deutschland's subscriber base by type 2012 2022
Chart 39 Telekom Deutschland mobile ARPU (Germany) 2015 2022
Chart 40 Development of Vodafone Germany's mobile ARPU 2012 2022
Chart 41 Change in Vodafone Germany's customer churn 2012 2022
Chart 42 Change in Vodafone Germany's mobile subscriber base 2012 2022
Chart 43 Change in Vodafone Germany's mobile service revenue 2016 2022
Chart 44 Vodafone mobile customer cost 2016 2022
Chart 45 Change in Telefonica Germany's mobile subscriber base by type 2012 2022
Chart 46 Decline in Telefonica Germany's monthly ARPU 2012 2022
Chart 47 Development of Telefonica Germany's mobile revenue 2012 2022
Chart 48 Development of Telefonica Germany's mobile revenue by type 2012 2021
Chart 49 Telefonica Germany quarterly mobile revenue by type 2015 2022
Chart 50 Increase in the number of Drillisch's mobile subscribers 2012 2022
Chart 51 Development of Freenet Group's mobile subscriber base 2012 2022
Chart 52 Development of Freenet Group's mobile ARPU 2012 2022
Chart 53 Freenet (mobile) financial data 2012 2022
Chart 54 Change in the number of Telekom Deutschland's direct, resale and LLU broadband lines 2012 2020
Chart 55 Growth in fixed broadband traffic, by year and average per connection 2012 2021
Chart 56 Change in market share of broadband subscribers by major provider 2012 2021
Chart 57 Growth in the number of fixed broadband subscribers and penetration 2012 2027
Chart 58 Change in market share of broadband subscribers by platform 2016 2021
Chart 59 Increase in fixed broadband penetration by platform 2012 2021
Chart 60 Change in the number of broadband lines by data rates 2014 2021
Chart 61 Change in the proportion of fixed broadband lines by data rates 2014 2021
Chart 62 Change in the share of fixed broadband lines by Telekom and altnets 2012 2021
Chart 63 Growth in the number of cable broadband subscribers 2012 2021
Chart 64 Growth in the number of DOCSIS3.1 cable connections 2018 2021
Chart 65 Growth in the number of Unitymedia's broadband and telephony subscribers 2010 2019
Chart 66 Development of Unitymedia's financial data 2010 2019
Chart 67 Change in the proportion of DSL connections by provider 2012 2020
Chart 68 Growth in the number of DSL broadband subscribers 2012 2021
Chart 69 Change in the number of DSL connections by type 2012 2020
Chart 70 Growth in the number of Telekom Deutschland's wholesale and resale lines 2012 2022
Chart 71 Development of United Internet's financial data 2012 2022
Chart 72 Growth in the number of United Internet's subscribers by type 2012 2022
Chart 73 Growth in the number of Vodafone Germany's fixed broadband subscribers 2012 2022
Chart 74 Growth in the number of Telefonica Germany's fixed broadband subscribers 2012 2022
Chart 75 QSC financial data 2012 2022
Chart 76 Growth in the number of households passed with fibre 2012 2021
Chart 77 Annual net additions in FttP/B households passed and connected 2012 2021
Chart 78 Growth in the number of active FttP/B connections by provider 2012 2021
Chart 79 Change in the share of FttP/B connections by provider 2012 2021
Chart 80 Growth in the number of Telekom Deutschland's fibre subscribers 2015 2022
Chart 81 Development of Deutsche Telekom Group's financial data 2012 2022
Chart 82 Development of Telekom Deutschland's domestic revenue 2012 2022
Chart 83 Change in the number of Telekom Deutschland's domestic subscribers by sector 2012 2022
Chart 84 Development of Vodafone Germany's fixed-line revenue 2016 2022
Chart 85 Growth in the number of Vodafone Germany's fixed-line subscribers 2013 2020
Chart 86 Change in Freenet's financial data by segment 2012 2022
Chart 87 Change in the number of Tele2 Germany's subscribers by sector 2012 2020
Chart 88 Development of Tele2 Germany's revenue by sector 2012 2020
Chart 89 Change in Telefonica Germany's subscriber base by sector 2012 2022
Chart 90 Development of Telefonica Germany's financial data 2012 2022
Chart 91 Decline in the number of fixed lines and teledensity 2012 2027
Chart 92 Fixed-line connections by type 2012 2020
Exhibit 1 Map of Telecom Maturity Index global ranking among countries in Europe
Exhibit 2 Generalised Market Characteristics by Market Segment
Exhibit 3 Europe Market Leaders and market developments
Exhibit 4 Europe Market Challengers and market developments
Exhibit 5 Europe Market Emergents and market developments
Exhibit 6 Access and the local loop
Exhibit 7 Number portability defined
Exhibit 8 3G auction results August 2000
Exhibit 9 Spectrum auction results (700MHz, 900MHz, 1.5GHz, 1.8GHz) June 2015

Exhibit 10 Spectrum auction results (800MHz, 1.8GHz, 2GHz and 2.6GHz) May 2010

Exhibit 11 Spectrum auction block allocations (800MHz, 1.8GHz, 2GHz and 2.6GHz) May 2010

Exhibit 12 Spectrum auction assignments by operator (800MHz) May 2010

Exhibit 13 5G auction results 2019

Germany - Telecoms, Mobile and Broadband - Statistics and Analyses