Executive Summary

1. Market Definition

Report Coverage

Market Sectors

Pricing Tariff

Type Of Traffic

Market Trends

Fixed And Mobile Convergence In Services

Mobile Voice Usage Flat While Data Usage Grows

Table: Average Mobile Phone Usage Per Month (voice Minutes And Text Messages Per Subscriber), Years Ending March-2006

More Complex Value Chains

Regulation Comes To The Mobile Market

New Technology

Economic Trends

Gross Domestic Product

Table: Uk Gross Domestic Product At Current And Annual Prices (£m),-2005

Inflation

Table: Uk Rate Of Inflation (%),-2005

Unemployment

Table: Actual Number Of Unemployed Persons In The Uk (million),-2005

Population

Table: Uk Resident Population Estimates By Sex (000), Mid-years-2005

Market Position

The Uk

Table: Mobile Telecommunications' Share Of The Total Telecommunications Market By Retail Revenue (%), Years Ending March-2006

Table: Mobile Telecommunications' Share Of The Total Telecommunications Market By Million Call Minutes (%), Years Ending March-2006

Overseas

Table: Estimated Number Of Mobile Phone Subscriptions In The Uk And Worldwide (million And %),-2006

2. Market Size

The Total Market

By Retail Revenue

Table: The Uk Mobile Telecommunications Market By Value (£m), Years Ending March-2006

Figure: The Uk Mobile Telecommunications Market By Value (£m), Years Ending March-2006

Mobile Content Services

Table: The Uk Ringtones Market By Value (£m), Years Ending March-2006

Figure: The Uk Ringtones Market By Value (£m), Years Ending March-2006

Market Shares

Table: Uk Network Operators' Estimated Shares Of The Total Mobile Telecommunications Market By Retail Revenue† (%), Year Ending March

By Subscriber Numbers

Table: The Uk Mobile Telecommunications Market By Number Of Subscribers (million), Years Ending March-2006

Market Shares

Table: Uk Network Operators' Estimated Shares Of The Mobile Telecommunications Market By Number Of Subscribers† (%), Year Ending March

Table: Uk Mobile Virtual Network Operators' Estimated Shares Of The Mobile Telecommunications Market By Number Of Subscribers (%), Year Ending March

By Market Sector

Voice Services

Table: The Uk Mobile Telecommunications Voice Services Sector By Value And Volume (£m And Million Retail Minutes), Years Ending March-2006

Market Shares

Table: Uk Network Operators' Estimated Shares Of The Mobile Voice Services Sector By Retail Revenue† (%), Year Ending March

Non-voice Services

Table: The Uk Mobile Telecommunications Non-voice Services† Sector By Value And Volume (£m And Million Messages), Years Ending March-2006

Table: Uk Mobile Message And Internet Volumes By Quarter (million), Year Ending March

Market Shares

Table: Uk Network Operators' Estimated Shares Of The Mobile Non-voice Services Sector By Retail Revenue† (%), Year Ending March

3. Industry Background

Recent History

Number Of Companies

Employment

Regional Variations In The Marketplace

Distribution

Table: Examples Of Major Mobile Virtual Network Operators In The Uk,

How Robust Is The Market?

Legislation

General Authorisation Regime

The Role Of Ofcom

Key Trade Associations

Communications Management Association

Intellect

Mobile Broadband Group

Mobile Data Association

Mobile Entertainment Forum

Mobile Marketing Association

Mobile Operators Association

The Premium Rate Association

4. Competitor Analysis

The Marketplace

Market Leaders — Network Service Operators

Hutchisong Uk Holdings Ltd

Company Structure

Current And Future Developments

Financial Results

O2 (uk) Ltd

Company Structure

Current And Future Developments

Financial Results

Orange Personal Communications Services Ltd

Company Structure

Current And Future Developments

Financial Results

T-mobile (uk) Ltd

Company Structure

Current And Future Developments

Financial Results

Vodafone Group Plc

Company Structure

Current And Future Developments

Financial Results

Market Leaders — Mvnos And Service Providers

The Carphone Warehouse Group Plc

Company Structure

Current And Future Developments

Financial Results

Virgin Mobile Holdings (uk) Ltd

Company Structure

Current And Future Developments

Financial Results

Other Companies

Outside Suppliers

Telecommunications Equipment Manufacturers

Infrastructure Equipment

End-user Equipment

Support Equipment

Bought-in Services

Marketing Activity

Table: Main Media Advertising Expenditure On Mobile Phone Sponsorship Deals (£000), Year Ending March

Main Media Advertising

Table: Main Media Advertising Expenditure On Mobile Telecommunications Services (£000), Year Ending March

Table: Main Media Advertising Expenditure On Mobile Telecommunications Services By Company† (£000), Year Ending March

Conferences And Exhibitions

5. Strengths, Weaknesses, Opportunities And Threats

Strengths

Weaknesses

Opportunities

Threats

6. Buying Behaviour

Introduction

Tariff Structures

Table: Mobile Phone Tariffs Used By Residential Cellular Subscribers (%), Years Ending March-2005

Table: Penetration Of Mobile Phone Tariffs Used By Residential Cellular Subscribers By Socio-demographic Group (% Of Adults), Year Ending March

Table: Heavy Users Of Mobile Phone Tariffs Used By Socio-demographic Group, (%), Year Ending March

Types Of Call Made

Table: Types Of Call Made On Mobile Phones (% Of Adults), Years Ending March-2005

Factors Influencing Choice Of Network

Table: Factors Influencing Choice Of A Mobile Phone Network (% Of Adults), Year Ending March

Features On Consumers' Mobile Phones

Table: Extra Features That Consumers Have And Use (%), Year Ending March

Mobile Expenditure

Table: Estimated Spending On Mobile Phones (%) Year Ending March

Mobile Content

7. Current Issues

Fixed-line And Mobile Convergence

Television/telecommunications Convergence

8. The Global Market

Table: The Global Market For Mobile Telecommunications Services By Region By Number Of Subscriptions (million),, And

Table: The Global Market For Mobile Telecommunications Services By Region By Number Of Subscriptions (%),, And

Table: Countries With Mobile Phone Penetration Rates Exceeding Per Inhabitants,

9. Forecasts

Introduction

The Economy

Population

Table: Forecast Uk Resident Population By Sex (000), Mid-years-2010

Gross Domestic Product

Table: Forecast Uk Growth In Gross Domestic Product In Real Terms (%),-2010

Inflation

Table: Forecast Uk Rate Of Inflation (%),-2010

Unemployment

Table: Forecast Actual Number Of Unemployed Persons (million),-2010

Forecasts/2007 To/2011

By Retail Revenue

Table: The Forecast Uk Mobile Telecommunications Market By Value (£m), Years Ending March-2011

Table: The Forecast Uk Mobile Telecommunications Market By Sector By Value (£m And %), Years Ending March-2011

Figure: The Forecast Uk Mobile Telecommunications Market By Sector By Value (£m), Years Ending March-2011

By Volume

Table: The Forecast Uk Mobile Telecommunications Market By Sector By Volume (million Retail Minutes And Million Messages), Years Ending March-2011

Market Growth

Figure: Growth In The Uk Mobile Telecommunications Market By Value (£m), Years Ending March-2011

Future Trends

Mobile And Television Convergence

Mobile Broadband/video

Fixed-mobile Convergence Solutions — A New Growth Segment

10. Company Profiles

The Carphone Warehouse Group Plc

Hutchisong Uk Holdings Ltd

O2 (uk) Ltd

Orange Personal Communications Services Ltd

T-mobile (uk) Ltd

Virgin Mobile Holdings (uk) Ltd

Vodafone Group Plc

11. Glossary

12. Consumer Confidence

Methodology

Key Findings This Quarter

The Willingness To Borrow

Confidence Declines Again

Table A: The Average Amount Consumers Are Willing To Borrow In Order To Purchase Expensive Items At Current And Constant November Prices (£ And £bn), May, August, November, February And May

Signs That The Decline Could Be Bottoming Out

Table B: The Number Of Adults Willing To Borrow In Order To Purchase Expensive Items (000 And %), May, August, November, February And May

The Willingness To Spend From Savings

Sharp Decline In Spending From Savings

Table C: The Average Amount Consumers Are Willing To Spend From Savings In Order To Purchase Expensive Items At Current And Constant November Prices (£ And £bn), May, August, November, February And May

Table D: The Proportion Of Adults Without Any Savings (%), May, August, November, February And May

Borrowing Grows In Relative Importance

Table E: The Average Amounts Adults Are Confident Spending To Purchase Expensive Items (£ And %), May, August, November, February And May

13. Further Sources

Associations

General Sources

Government Publications

Other Sources

Bisnode Sources