The Mobile Internet Report Key Themes*

Philippines –
Mobile Overtook Fixed-Line Broadband in 2008
• Broadband growth has picked up in Philippines since 2007 as several competing wireless
technologies (HSPA / WiMAX…) have emerged
• While broadband household penetration is still low (mid-single digits), we expect the
penetration level to double in the next 3-5 years
• There has been a steady increase in wireless broadband subscribers, who are now more
than fixed broadband subscribers
Fixed-Line / Mobile Broadband Users (000)
Philippines Mobile / Fixed Broadband Subscribers & Penetration, 2004 – 2009E
2,500
2,000
1,500
1,000
500
-
Mobile Broadband Subscribers
>
Fixed-Line Broadband Subscribers
2004 2005 2006 2007 2008 2009E
Fixed-Line Mobile Broadband penetration (HH)
8%
6%
4%
2%
0%
Broadband Household Penetration (%)
Source: Navin Killa, Morgan Stanley Research estimates.
625