169 163 151 148 136 Blended 186 181 170 168 156 VOU (GB/data sub/month) Postpaid 6.7 7.5 8.3 9.2 10.9 Prepaid 4.1 5.4 6.2 7.0 8.2 Blended 4.7 5.9 6.7 7.6 8.9 Device Penetration 4G-handset penetration 39

cities while continued to improve operational efficiency to better target valued customers. 2 3Q18 MD&A Advanced Info Service Plc. Mobile Business 3Q17 4Q17 1Q18 2Q18 3Q18 Subscribers Postpaid 7,226,800

mobile industry has remained competitive as low-priced unlimited prepaid plans continue to dilute ARPU. Overall, pricing environment in prepaid market segment remained challenging to improve ARPU as

for users. Given an early stage of 5G technology, there are currently 16 models of 5G device with starting price over Bt10,000. Hence, adoption rate is expected to be limited this year. We continued to

. Customers were required to commit to a certain price plan to improve ARPU level through data and device bunding packages. Meanwhile, there were campaigns and offerings in prepaid segment at a minimal scale

without AIS PLAYBOX (Video service). Fixed broadband ARPU continued to improve to Bt541 as existing subscription with aggressive discounts gradually expired. 1Q17 MD&A Advanced Info Service Plc. 1Q17 MD&A

that outpaced the industry, both in subscribers and revenue. The enterprise business continues its growth alongside the digital transformation needs to improve the quality and efficiency of their various

for digital transformation remained for Thai businesses to improve organization operational capabilities. Hence, the corporates maintain their needs for quality connectivity services as well as

-value customers, causing the drop in acquisition rate. The growth is expected to gradually improve with long-term targets maintained. On the other hand, existing customers showed a continuing ARPU uplift

104 105 -11% 0.5% VOU (GB/data sub/month) Postpaid 16.6 19.8 21.6 30% 8.9% Prepaid 11.1 16.1 16.5 47% 2.4% Blended 12.7 17.2 18.0 42% 5.0% Device Penetration 4G-handset penetration 71% 76% 77% - - Fixed