of 2021. The fixed broadband market continued to grow healthily following work and learn from the home trend while the price competition was slightly improved as the operators had been focusing on
32,285 32,130 32,090 -0.1% 129,594 IC and equipment rental 3,290 3,439 3,494 3,499 0.2% 13,722 Service revenue 36,380 35,724 35,624 35,589 -0.1% 143,316 SIM and device sales 6,465 6,532 6,091 10,485 72
subscription. For AIS, we position 5G as premium product and price to build incremental ARPU. The fixed broadband market has maintained a healthy growth rate following consumer demand to work and learn from the
Snapshot In 1H18, total revenue (Bt83,161mn) increased 6.7% YoY driven by higher service revenue while SIM and device sales were flat. Core service revenue, which excluded IC and equipment rental, grew 4.9
% YoY to Bt42,110mn mainly driven by fixed broadband, consolidation of CSL, equipment rental, and SIM and device sales. However, total revenue dropped 0. 3% QoQ due to softened mobile revenue. Service
work and learn, while the entry plan remained stable around Bt400. Discounts were also offered to new customers or those switching service provider, resulting in a decrease of the industry’s ARPU from
equipment rental 1,087 1,107 1,418 31% 28% Service revenue 32,451 33,717 34,565 6.5% 2.5% SIM and device sales 6,407 7,488 6,368 -0.6% -15% Total revenues 38,858 41,205 40,933 5.3% -0.7% Regulatory fee (1,815
broadband, and device sales. QoQ, total revenues slightly decreased 1.7% from lower device sales and IC revenue. Service revenue was Bt36,957mn, increasing 6. 9% YoY and 0. 2% QoQ. Excluding IC & equipment
% 1.7% 128,583 133,429 3.8% IC and equipment rental 1,107 3,111 3,202 189% 2.9% 4,364 10,576 142% Service revenue 33,717 36,245 36,885 9.4% 1.8% 132,947 144,005 8.3% SIM and device sales 7,488 5,865 7,699
resulted in reallocation between sales and service revenue as well as marketing expenses while device subsidy is capitalized as contract assets and amortized against the service revenue over the customer