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CHNG KHON TN VIT - TVSI

PHNG PHN TCH V T VN U T


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Ngnh vin thng Vit Nam

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Ngnh vin thng Vit Nam

Tng quan nn kinh t Tng trng kinh t t mc cao nht trong 11 nm qua tnh t nm 1997 (1997 tng 8.15%, 1998 tng 5.76%, 1999 tng 4.77%, 2000 tng 6.79%, 2001 tng 6.89%, 2002 tng 7.08%, 2003 tng 7.34%, 2004 tng 7.79%, 2005 tng 8.43%, 2006 tng 8.17%, 2007 tng 8.48%). GDP tnh theo gi thc t c t 1,141 nghn t ng, bnh qun u ngi t 13.4 triu ng. Nu tnh bng USD theo t gi hi oi hin nay, GDP t khong 71.3 t USD, GDP bnh qun u ngi t 835 USD. Nm 2007, nhm ngnh nng, lm nghip - thu sn do gp thin tai, dch bnh nn tng thp v t trng trong GDP gim xung cn di 20%. Nhm ngnh cng nghip - xy dng tng cao nht nn t trng trong GDP tng ln v t gn 42%. Nhm ngnh dch v tng cao hn tc chung, nn t trng trong GDP t trn 38% v l nm th 3 lin tc tng ln sau 10 nm b st gim. Xu hng trn l ph hp vi giai on y mnh cng nghip ho, hin i ho v m ca hi nhp. Vn u t nc ngoi t k lc mi c 3 ngun. Ngun vn u t trc tip ng k mi v b sung t 20.3 t USD, tng ti 68,8% so vi mc k lc t c trong nm trc, vn thc hin c t 4.6 t USD, tng khong 0.6 t USD so vi nm trc. Ngun vn h tr pht trin chnh thc cam kt v gii ngn t k lc (4.4 t USD v 2 t USD), cam kt cho nm 2008 t k lc mi (5.4 t USD). Ngun vn u t gin tip c t 5.6 t USD, ln gp 4.3 ln nm trc.

Tc tng trng GDP cc nm


9.00% 8.00% 7.00% 6.00% 5.00% 4.00% 3.00% 2.00% 1.00% 0.00%

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007

Ngun: Tng cc thng k

Phng Phn tch v T vn u t

Ngnh vin thng Vit Nam

Nm 2007 - Th trng vin thng tng trng mnh Cha y mt nm sau khi Vit Nam gia nhp WTO, th trng vin thng c nhng chuyn bin tch cc, si ng hn vi xu th hi nhp quc t. Theo nh gi ca cc chuyn gia vin thng n t cc nc trong khu vc, th trng vin thng Vit Nam hin l khu vc pht trin nhanh th hai trn th trng vin thng ASEAN. Vin thng Vit Nam tng trng t mc trung bnh 30% mi nm. n nay, vi 5 nh cung cp dch v vin thng (VNPT, Viettel, Saigon Postel, EVN Telecom v Hanoi Telecom), Vit Nam c trn 40 triu thu bao in thoi. iu d nhn thy nht trn th trng vin thng hin nay l s m rng, a dng ha cc loi hnh hp tc kinh doanh. Nu trc y, cc nh u t nc ngoi mun bt tay vi cc doanh nghip vin thng trong nc th ch c th thc hin vi hnh thc hp ng hp tc kinh doanh (BCC). Nhng hin nay, vic thc hin cc cam kt WTO gip cc nh u t nc ngoi c th tham gia th trng pht trin kh si ng ny vi hnh thc lin doanh. ng Nguyn Hng V, Gim c iu hnh Tp on vin thng Altimo (Nga) khng nh: Vic Vit Nam gia nhp WTO v thc hin cc cam kt m ca s cng li ko c nhiu nh u t nc ngoi vo Vit Nam hn na do nhng ro cn c gim bt. Cng chia s nhn nh trn, nhiu chuyn gia vin thng cho rng, th trng v dch v vin thng ca Vit Nam s c s thay i rt nhanh chng trong vng 3 nm ti, c bit l s pht trin mnh ca dch v Internet bng thng rng. Vi hn 84 triu dn v c khong 47% s dn ang s dng dch v in thoi, trn 20% s dng dch v Internet, Vit Nam ang l mt th trng y tim nng cho cc nh u t nc ngoi. Theo Quy hoch pht trin Vin thng v Internet n nm 2010 m Chnh ph ph duyt, mc tiu t ra l: xy dng v pht trin c s h tng vin thng c cng ngh hin i ngang tm cc nc trong khu vc, c bao ph rng khp trn c nc vi dung lng ln, cht lng cao, cung cp a dch v v hot ng c hiu qu; n 2010, tng doanh thu dch v vin thng v Internet t khong 55,000 t ng (3.5 t USD). Trong khi , theo thng k cho thy, Vit Nam ang c ti 70% th phn l in thoi di ng. Thu bao cc mng di ng cng ngh GSM chim 92%. Nm 2007 cng nh du s cnh tranh mnh m gia cc nh cung cp dch v vin thng qua vic cc ca cc dch v ny lin tip c iu chnh gim. Trong nm, VNPT c 3 t gim cc ln c p dng t cc ngy 1/6, 1/9 v 15/12. Theo , cc lin lc khc vng ca dch v ng di lin tnh, cc lin lc lin tnh ca dch v Cardphone, cc fax v telex trong nc gim t 15-20%; cc dch v in thoi quc t chiu i gim 12 - 25%, cc thu knh quc t gim 20 - 50%; cc thng tin di ng Vinaphone v Mobifone gim vi mc ln nht t trc n nay, ti 20%. Cc nh cung cp khc nh Viettel, Saigon Postel, cng c nhiu t gim cc dch v kh ln vi nhiu gi cc hp dn nhm m rng th phn, hng v li ch khch hng v gp phn bnh n gi tiu dng.

Phng Phn tch v T vn u t

Ngnh vin thng Vit Nam

Theo bo co ca B Thng tin v Truyn thng, lnh vc pht trin l dch v vin thng v Internet vn l ng lc tng trng chnh ca ton ngnh trong nm 2007. Vi s tng trng mnh, nm 2007 Vit Nam pht trin mi 19.52 triu my in thoi, bng 168% so vi cng k nm 2006, nng tng s my in thoi ln 46.94 triu thu bao, t mt 55.22 my/100 dn (trong khi nm 2006 l 32.57 my/100 dn). Nm 2007 cng l nm ton ngnh quyt tm phn u nng cao cht lng mng li, dch v v a dng ho cc loi hnh dch v bu chnh, vin thng k c thnh th v nng thn. ng gp vo nhng thnh cng ca ngnh vin thng, Internet, Tp on Bu chnh Vin thng Vit Nam VNPT c nh gi vn l mt doanh nghip ch o. Tng doanh thu ca VNPT trong nm 2007 t 45,300 t ng, vt 3.61% k hoch, np ngn sch 6,917 t, vt 5.64% k hoch, tng 12.78% so vi nm 2006. S in thoi pht trin mi trong nm 2007 ca VNPT l 9.88 triu thu bao, nng tng s thu bao trn mng ln 27.8 triu my. S lng thu bao MegaVNN pht trin mi 514,000 s, tng 340.6% so vi nm 2006. Hin tng s thu bao MegaVNN ca VNPT t 740,000 thu bao. ng th hai v pht trin vin thng, Internet l Tng cng ty Vin thng Qun i Viettel. Vi s lng thu bao pht trin mnh, gp phn tch cc trong vic pht trin, m rng gim gi v a dng ho th trng Bu chnh, Vin thng, nm 2007 Viettel c trong tay 5.9 triu thu bao in thoi, nng tng s thu bao trn ton mng t 15.31 triu my, trong hn 10 triu l thu bao di ng. Tng doanh thu ca Viettel trong nm 2007 l 16,468 t ng, tng 152% so vi nm 2006 Theo nh gi ca Businees Monitor International (BMI), th trng vin thng Vit Nam ang trn khi sc. Trn th trng vin thng, nhu cu v dch v in thoi c nh c chiu hng gim dn v gi mc tng khong 9% trong giai on 2007-2011 do ngi tiu dng chuyn hng sang s dng cc dch v di ng v bng rng. Hin ti, Tp on Bu chnh Vin thng Vit Nam (VNPT) vn l nh khai thc ch o trong cung cp cc dch v mng c nh. kch cu, VNPT tin hnh nhiu t gim cc ph, v khuyn mi, qua nhm tng s lng thu bao c nh, v tng th phn doanh thu t cc dch v c nh trong tng doanh thu chung ca ton VNPT. Cnh tranh si ng nht ang din ra trn th trng di ng gia 6 nh cung cp dch v nh Vinaphone, Mobifone, Viettel, EVN Telecom, SPT, HTC, qua thc y th trng di ng t mc tng trng nhanh. Tp ch Telecom Asia xp th trng di ng Vit Nam l mt trong 10 nc t tc tng trng nhanh nht th gii. Trn bng xp hng pht trin vin thng chu , BMI xp th trng vin thng Vit nam ng th 13 (sau Thi Lan) v c quy m v tc pht trin ca c linh vc c nh, di ng v Internet. Tc tng trng vt bc trn l h qu ca vic gia nhp WTO. Trn phng din qun l v m, Chnh ph Vit Nam c cu li B Bu chnh Vin thng thnh B Thng Tin v Truyn thng (MIC). Theo m rng phm vi qun l nh nc theo xu hng hi t vin thng cng ngh thng tin pht thanh truyn hnh.

Phng Phn tch v T vn u t

Ngnh vin thng Vit Nam

Chc nng qun l nh nc s p ng c qun l, cp cp php khai thc mng, dch v vin thng v cc ni dung thng tin truyn ti trn mng. Xu th ny nm trong ng thi thc hin cam kt trong WTO, theo Nh nc khng can thip qu su vo th trng v hot ng ca doanh nghip. Thng 6/2007, B Bu chnh Vin thng MPT (nay l B Thng tin v Truyn thng) thng bo th ni gi cc dch v di ng, nhm to bc cnh tranh bnh ng hn trn th trng di ng v p ng tt hn nhu cu th trng. ng thi, MPT cng thng bo cc quy nh v s dng ngun Qu Dch v Vin thng cng ch nhm to s bnh ng hn cho DN vin thng trong p ng cc dch v cng ch, v ph hp vi thng l ca WTO. Cc bin chuyn tm qun l v m to lp mi trng kinh doanh vin thng tin cy hn, qua ci thin v tr ca Vit Nam trn bng xp hng mi trng kinh doanh chu - Thi Bnh Dng. BMI xy dng tiu chun nh gi mi trng kinh doanh vin thng da trn cc tiu ch: (i) mc ri ro ca nn kinh t; (ii) Mc ri do chnh tr; (iii) Mc pht trin ca th trng vin thng; (iv) tim nng pht trin vin thng; (v) mi trng cnh tranh; (vi) th ch lut php. Theo cc tiu ch ny, mi trng kinh doanh vin thng Vit Nam c nh gi ngang bng vi Thi Lan, nhng xp th 14 sau Thi Lan do thua km mt s ch s ph. Phn tch S.W.O.T. v th trng vin thng Vit Nam im mnh

Th trng di ng cnh tranh hn vi s tham gia ca EVNTelecom v Hanoi Telecom;

Dch v di ng v dch v c nh t mc tng trng cao tng ng vi 104% v 43%;

Vic gia nhp WTO cui nm 2006 gip Vit Nam thu ht ngun vn u t nc ngoi, nht l tp trung cho thi trng bng rng.

im Yu

Lnh vc dch v c nh vn do mt cng ty nm gi (VNPT); Thiu cc nh u t chin lc trn th trng; Tuy dch v vin thng kh ph bin ti khu vc thnh th, nhng nhiu vng nng thn vn cha tip cn c vi cc dch v vin thng.

C hi

Cnh tranh gia tng trn th trng di ng s thc y tng trng ton th trng vin thng;

Phng Phn tch v T vn u t

Ngnh vin thng Vit Nam

Tc tng trng th trng bng rng l rt nhanh, d kin vt 1 triu thu bao trong nm 2008 - Chnh ph ang thc hin t do ho ngnh vin thng, to iu kin tham gia cho cc tp on vin thng ln;

VNPT mi trin khai dch v v tuyn c nh ph sng vng nng thn cng vi Viettel v EVN Telecom.

Nguy c

Qu trnh phn cp qun l nh nc din ra chm chp; 1/3 lng x Vit Nam nm ti cc vng ni non rt kh trin khai dch v vin thng. Lm cn tr vic pht trin mng c inh, di ng v Internet;

T l thu bao di ng ngng hot ng cha c xc nh r rng, to ra s khng minh bch trn th trng di ng;

S gia tng cnh tranh c th dn n chin tranh v gi cc, qua c th lm gim nghim trng cht lng dch v.

Phng Phn tch v T vn u t

Ngnh vin thng Vit Nam

Dch v vin thng c nh Cng nh nhng nm trc, dch v in thoi c nh hu tuyn vn tip tc trm lng. Nh cung cp dch v in thoi c nh ln nht l VNPT cng ch t ra mc tiu pht trin hn 1 triu thu bao c nh trong nm 2007. Tnh n ht nm 2007, Vit Nam mi ch c khong hn 9 triu thu bao c nh. Cc nh khai thc l gii rng s d vic pht trin in thoi c nh ny khng mnh bi vic u t pht trin rt ln, nhng vic thu hi vn li kh khn. Theo thng bo t VNPT th trong nm qua doanh thu t in thoi c nh gim khong 1,000 t ng v s gim gi ca cc loi hnh lin lc khc.
S lng thu bao in thoi ca VNPT

50,000,000 45,000,000 40,000,000 35,000,000 30,000,000 25,000,000 20,000,000 15,000,000 10,000,000 5,000,000 0

2000

2001

2002

2003

2004

2005

2006

2007

Ngun: Tng cc thng k Vit Nam Mi y, FPT Telecom tuyn b s chnh thc bc vo th trng in thoi c nh hu tuyn ny vo cui nm 2007. Th nhng cho n thi im ny, pha FPT Telecom vn n binh bt ng v cha thng tin g v thi im cung cp dch v. Trong khi dch v c nh hu tuyn c v nh chic bnh khng cn v ngt th mt hng i mi cho dch v ny l cc mng di ng quyt nh s dng h tng ca mnh cung cp dch v in thoi v tuyn c nh. Ngy 31/5/2007, VNPT chnh thc khai trng dch v in thoi v tuyn c nh vi tn gi GPhone. Dch v ny s c trin khai trn nn ca mng di ng Vinaphone, nhng s do cc Bu in tnh trc tip qun l, khai thc. Ngy 20/7/2007, Viettel cng tuyn b cung cp dch v c nh khng dy HomePhone chy trn nn mng di ng Viettel Mobile. Ngi m ng cho dch v ny l EVN Telecom cng tuyn b c khong 2 triu thu bao in thoi c nh khng dy E-Com v ang l nh cung cp dch v in thoi c nh khng dy ln nht.

Phng Phn tch v T vn u t

Ngnh vin thng Vit Nam

Mc d th trng dch v v tuyn c nh khng dy s c ti 3 nh cung cp dch v, nhng pha EVN Telecom t v lc quan v u th cnh tranh ca mnh. EVN Telecom phn tch, nu so vi dch v dch v in thoi c nh truyn thng, vic trin khai dch v v tuyn c nh khng dy c th tit kim n 90% chi ph u t v 92% v thi gian trin khai v cung cp dch v. C mt u tin trn th trng, n nay, trong s 2 triu thu bao in thoi ca EVN Telecom phn ln l thu bao E-Com vi gn 1.5 triu thu bao. Hin, gi cc ca E-Com l t 40 -120 ng/pht gi ni hat, cc lin tnh gim 30-35 % so vi in thoi c nh. EVN Telecom vn ang rt lc quan v kh nng cnh tranh ca E-Com. Trong khi E-Com ca EVN Telecom c u th v cng ngh v c trin khai dch v trn nn cng ngh CDMA 2000 - 1X, hot ng trn bng tn 450 Mhz th HomePhone ca Viettel li c khai thc trn c s tn dng mng GSM sn c. Cui thng 7 va qua, HomePhone c tung ra th trng. Dch v ny c cung cp da trn h tng ca mng di ng Viettel Mobile. Mc cc ca HomePhone ging nh in thoi c nh ca Viettel. Mc tiu ca Viettel l trong nm nay s t c khong 500.000 thu bao HomePhone. V vy, trong thi gian gn y, dch v ny lun c mc tng trng rt mnh v cao hn khong 12% so vi dch v in thoi c nh truyn thng. Nh vy, dch v in thoi v tuyn c nh khng dy ang c xem l gii php thay th hu ch v hiu qu khi m vic trin khai in thoi c nh xung cc vng nng thn vn ang gp kh khn. Th trng dch v vin thng c nh t mc tng trng tt trong nm 2006 vi gn 2.8 triu thu bao mi tng 43.5% so vi nm trc, t mt 11 my/100 dn. D bo Vit Nam s t 13 triu thu bao vo nm 2008 tng ng vi mt 15 my/100 dn. Tc tng trng mng c nh ch yu xut pht t nhu cu th trng ti cc vng thnh th. Mt khc, vic VNPT thng bo gim 15-20% cc c nh cng b sung thm cho s tng trng nhu cu i vi dch v thoi c nh. Tuy nhin, tc tng trng mng c nh b tc ng rt nhiu bi s gia tng mnh m ca cc mng di ng, v tnh trng bo ho nhu cu th trng ti vng thnh th. Bi vy, tc tng trng dch v vin thng c nh s khong 13%, v mt in thoi c nh s t 17% vo nm 2011. Vi mt in thoi ny, Vit Nam vn l mt trong s nc c mt in thoi thp nht ti chu ng trn cc nc Indonesia, Pakistan, Philippines, v n . Khng ging nh cc th trng vin thng cc nc chu khc, th trng vin thng c nh ca Vit Nam cn rt nhiu tim nng. a dng ho v y nhanh qu trnh ph cp dch v c nh, MIC cp giy php thit lp v cung cp dch v vin thng c nh cho cc nh khai thc mi nh Viettel, EVN Telecom v mi y l FPT Telecom. Tuy nhin, VNPT vn s l nhn t ch lc trn th trng c nh vi 64 bu in tnh, thnh ph c nhim v chnh l m rng v pht trin mng in thoi c nh n mi vng lnh th vi 9 triu thu bao tnh n 9/2007 chim 30% tng thu bao vin thng ca Vit Nam. Thng 4/2007, MIC thng bo k hoc h tr pht trin cc dch v vin thng c nh ti cc vng nng thn, vng kh khn t Qu Dch v Vin thng cng ch. Theo , cc DN vin thng s c h tr cc mc ph v lp t, khai thc, bo dng mng i vi cc dch v in thoi c nh v truy cp Internet. Ngi s dng c h tr v cc ph s dng. Ngun ti chnh hnh thnh Qu Vin thng cng ch do cc DN vin thng ng gp theo t l 3-5% tng doanh thu dch v.

Phng Phn tch v T vn u t

Ngnh vin thng Vit Nam

Dch v vin thng di ng Nm 2007, th trng di ng Vit Nam bao gm su nh cung cp dch v bao gm: Viettel, Mobifone, Vinaphone, S-Fone, EVN Telecom v HT Moblie tuy nhin thc cht Viettel v Mobifone vn ng vai tr dn dt cuc chi. Ngi v s mt v doanh thu, th phn, vng ph sng vn nm trong tay hai i gia ny. Th trng di ng Vit Nam hin tay nm ch yu trong tay cc nh cung cp mng di ng cng ngh GSM (chim ti 92% th phn). Nhm nng cao cht lng mng, trong nm 2007, cc nh khai thc dch v vin thng di ng GSM tng tc xy dng trm pht sng vin thng di ng (BTS) m rng vng ph sng. Nm 2007 cng l nm ln u tin trong lch s ngnh vin thng, cht lng dch v vin thng c cng b qua kim tra t xut ca Cc Qun l cht lng dch v bu chnh - vin thng v cng ngh thng tin (B Thng tin v Truyn thng). Ti thi im kt thc nm 2007, 3 nh khai thc dch v vin thng di ng cng ngh GSM (VinaPhone, MobiFone v Viettel) u a ra con s honh trng v s lng trm BTS. Viettel dn u vi 7,232 trm BTS, tng gp i so vi nm 2006; VinaPhone v MobiFone v nh vi trn 5,000 trm BTS, tng trn 50% so vi nm 2006. m bo dung lng tt nht, p ng khong 40 triu thu bao, trong nm 2008, Viettel d kin s lng trm BTS s t con s 11,000 - 12,000. Con s ng ghi nhn tip theo ca cc nh khai thc dch v vin thng di ng l s tng trng mnh ca s lng thu bao. Nu nh trong nm 2006, 6 nh khai thc mng vin thng di ng ch pht trin c 7 triu thu bao mi, th trong nm 2007, con s ny tng ln 14 triu thu bao mi. Theo thng k s b ca B Thng tin v Truyn thng, s lng thu bao in thoi trn c nc l 44 triu (di ng chim 75%, tng ng 33 triu thu bao). Trong , Viettel dn u vi s lng hn 14 triu thu bao trn h thng, tng gp i so vi nm 2006; cn VinaPhone cng b t 8 triu thu bao, MobiFone cng nm gi khong hn 11 triu thu bao. ng quan tm hn c l, trong nm 2007, cc dch v vin thng di ng ca cc mng GSM gim ti 15-20%, to ra mt bng cc mi. Vo thi im trc mt thng kt thc nm 2007, Viettel chnh thc gim cc cc gi di ng tr trc v tr sau vi mc trung bnh 15%. y cng l t gim cc ln nht ca Viettel trong nm 2007. Theo ng Nguyn Vit Dng, Ph gim c Chin lc kinh doanh ca Viettel, vi mc cc mi, Viettel hy vng s thc y s bng n ca th trng in thoi di ng v a mt in thoi di ng ln 40 - 45 my/100 dn trong nm 2008 (hin ti l 38 my/100 dn). Ch sau 15 ngy Viettel a ra mc cc mi, Tp on Bu chnh Vin thng Vit Nam (VNPT) cng chnh thc gim trung bnh 20% cc i vi cc dch v tr trc v tr sau, cao hn 5% so vi mc cc m Viettel cng b. Khng ch c vy, ng Hong Trung Hi, Gim c VinaPhone khng nh, hng lot gi cc mi cng s c a ra sau t gim cc ny. Trong nm 2007, th trng thng tin di ng Vit Nam n cho thm mt mng CDMA mi mang tn HT Mobile - mng di ng c coi l c tim lc v kinh t. Tuy nhin mng CDMA hin ti vn cn gp kh khn ti Vit Nam do cc yu im v vng ph sng cn hp v c t ty chn trong vic s dng cc thit b u cui. Theo con s bo co mi y v s thu bao ca 3 mng CDMA, c th tm tnh cho S-Fone ang nm gi v tr s 4, EVN Telecom gi v tr s 5 v HT Mobile ang v tr kha ui trn th trng thng tin di ng. S thu bao ca 3 nh khai thc EVN Telecom, HT Mobile v S-Fone khong 5 triu (thu bao s dng thc t), ch chim 1/5 s lng thu bao ang c kch hot.

Phng Phn tch v T vn u t

Ngnh vin thng Vit Nam

Mc d chin lc pht trin cc dch v cng nh chim lnh th trng ca HT Mobile kh r rng, song n thi im hin ti mng di ng ny vn trong cnh ln n. Nhm n i tng tr, mt lp khch hng ln trong x hi, song HT Mobile ang c tc pht trin thu bao thuc din chm nht so vi cc mng di ng khc. Trn thc t HT Mobile cng cha a ra nhiu dch v mi hp dn gii tr Vit Nam v cha c s khc bit nhiu so vi cc mng di ng khc nh li m mng di ng ny tuyn b. Nhng tng HT Mobile s hc c bi hc xng mu ca ngi m ng S-Fone v s chm tr trong vic m rng vng ph sng, tuy nhin HT Mobile vn ang chnh l ngi i tip vo vt xe ny bi hin ti h c vng ph sng qu hp. Hin S-Fone ng v tr th 4 trong cc mng di ng v s thu bao. Mc d lnh o ca S-Fone nhn thy im yu v vng ph sng l s thua thit trong cnh tranh di ng nhng h lc bt tng tm. Nhng li tuyn b s tng vn ln ti trn 500 triu USD n gi cha c khi ng u t cho mng li. Cng nh HT Mobile, vng ph sng ca S-Fone nhiu ni vn ch mang tnh tng trng. Cho n thi im ny, nhiu kin t ra lo ngi cho tng lai ca S-Fone khi h lin tc ni khng vi li nhun. Trc s cnh tranh quyt lit trn lnh vc thng tin di ng, EVN Telecom chuyn t th tn cng vo th trng thng tin di ng sang nh mng in thoi v tuyn c nh. S chuyn hng ny em li cho EVN Telecom khong gn 2 triu thu bao, nhng trong s thu bao di ng E Mobile khng nhiu. S thu bao ca EVN Telecom tuy ln hn mng HT Mobile nhng vn ch yu l tiu dng ni b. Trong khi EVN Telecom ang b can nhiu rt nhiu ti cc khu th. Vn ny s l mi lo ngi lu di ca EVN Telecom v s nh hng n vic cnh tranh ca mng ny khi m cc thu bao ti vng th lin tc b rt cuc gi. Th trng dch v di ng s tip tc duy tr tc tng trng cao vi mc tng trung bnh hng nm t 35%. D bo n nm 2011, tng thu bao di ng s vt mc 50 triu, vi mt t 56%.

Phng Phn tch v T vn u t

10

Ngnh vin thng Vit Nam

Dch v Internet v bng rng Internet c s dng chnh thc Vit Nam t ngy 19/11/1997, n ht thng 12 nm 2007 c tnh c 5,218,987 thu bao quy i, vi s ngi s dng l 18,551,409, t l ngi dng Internet trn 100 dn t 22.04%. Tng dung lng knh kt ni quc t ca Vit Nam: 10,508 Mbps. Tng s tn min Vit Nam 60,604. Hng nm tc pht trin thu bao v s ngi dng u c xu hng tng, gp khong 1,5 ln so vi nm trc.

S LIU PHT TRIN INTERNET VIT NAM N THNG 12/2007 S lng thu bao quy i S ngi s dng T l s dn s dng Internet Tng bng thng quc t ca Vit Nam Tng bng thng kt ni quc t Tng s tn min .vn ng k Tng thu bao bng rng 5,218,987 18,551,409 22.04 % 12,115 Mbps 25,412 Mbps 60,604 1,294,111

Ngun: Trung tm Internet Vit Nam Tnh n ht ngy 26/12/2003 tt c 64/64 tnh, thnh ph hon thnh xong chng trnh a Internet ti cc trng i hc, Cao ng v THPT trn a bn tnh, thnh ph (ngun VNPT v B Gio dc v o to). Tng s trng hc hon thnh kt ni Internet trn c nc nh sau: Tng s trng THPT l 1,923 / 2,057 trng, t t l 93.48%. - Tng s trng H v C l 235 / 235 trng, t t l 100%. Cng vi s tng tng trng y n tng ca dch v di ng, Internet bng rng cng c mc tng trng gy n tng mnh. Nu nh nm 2006, Vit Nam c khong hn 500,000 thu bao ADSL th n nm 2007 con s ny l hn 1.2 triu thu bao. Hin ti vi t l 22.04% dn s s dng Internet, Vit Nam hin ang c c t l cao hn so vi t l trung bnh ca khu vc chu v th gii (hin tng ng l 11.68% v 17.84%). Tnh trong khu vc ng Nam , hin ti, Vit Nam ng th hai v s lng ngi s dng Internet vi khong 17 triu ngi, ch xp sau Indonesia vi khong hn 20 triu ngi s dng. Tuy nhin xt v t l dn s s dng Internet th trong khu vc hin ti ng u l Singapore vi hn 56.82% dn s s dng Internet cc v tr tip theo thuc v Malaysia v Brunei vi t l tng ng l 47.81% v 33.46%, Vit Nam hin ng v tr th t vi 22.04% dn s.

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Thng k s ngi s dng Internet khu vc NA n ht su thng u nm 2007

20,000,000 18,000,000 16,000,000 14,000,000 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 0
Lo Cambodia Brunei M yanmar Singapore Thi Lan M alaysia Philippines Vit Nam Indonesia

Ngun: Trung tm Internet Vit Nam VNPT vn l nh cung cp dch v ADSL c s thu bao ln nht vi khong 670,000 thu bao, ng th hai l FPT vi khong hn 300,000 thu bao, ng th 3 l Viettel vi khong 250,000 thu bao. Tuy nhin, th trng dch v ADSL vn ch l cuc chi tay 3 ca VNPT, FPT v Viettel vi 87% th phn dch v ADSL nm trong tay 3 nh khai thc ny, 13% cn li chia cho NetNam, SPT, HPT, OCI v EVN Telecom. Hin trn ton quc c trn 5 triu thu bao Internet qui i, vi 17.87 triu ngi s dng, t mt 21.24%. ng Nguyn Mnh Hng, Ph tng gim c Viettel cho bit, hin nhiu mng di ng ph sng GPRS ton quc, v vy ni no c in thoi th ni c th truy cp Internet d dng. Nu tnh c s thu bao in thoi s dng Internet, th s lng ngi s dng Internet ca Vit Nam cn cao hn rt nhiu con s cng b hin nay. T l ngi dng Internet trn 100 dn t 22.04%. Tng dung lng knh kt ni quc t ca Vit Nam: 10,508 Mbps. Tng s tn min Vit Nam 60,604. Hng nm tc pht trin thu bao v s ngi dng u c xu hng tng, gp khong 1,5 ln so vi nm trc. Tnh n ht ngy 26/12/2003 tt c 64/64 tnh, thnh ph hon thnh xong chng trnh a Internet ti cc trng i hc, Cao ng v THPT trn a bn tnh, thnh ph (ngun VNPT v B Gio dc v o to). Theo nh pht biu ca ng ng Christian Fredrikson, Gim c khu vc chu Thi Bnh Dng ca Nokia Siemens Networks: S ngi s dng Internet ca Vit Nam k vng s tng gp i vo nm 2010, t mc 30 triu ngi (nm 2007 l hn 18.5 triu ngi). Mt nghin cu ca T chc hp tc v pht trin kinh t (OECD) cho thy mi tng quan mt thit gia tc pht trin GDP vi mt s dng Internet bng thng rng ca mt quc gia. V vi s pht trin tch cc ca kinh t Vit Nam nh hin nay th iu ny l hon ton c c s.

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ng V Hong Lin, Gim c VDC cho bit, VNPT ang c 810,000 thu bao ADSL. D kin n ht nm 2008, VNPT s t khong 1.7 triu thu bao ADSL. Nh vy, VNPT ang l nh cung cp dch v ADSL c th phn ln nht hin nay vi 54.78%. Trong khi , cho n thi im ny, FPT Telecom vn ang gi v tr th 2 trn th trng Internet bng rng vi hn 300,000 thu bao (chim 16.55%). Mc tiu m nh khai thc ny a ra n ht nm 2008 s t c khong 450,000 thu bao ADSL. Vi s thu bao hin nay, FPT Telecom ang b Viettel ui st nt vi mc chnh nhau khong 50,000 thu bao. Tuy l k i sau, nhng Viettel li ang tr thnh ngi v trc v doanh nghip ny kp ph dch v Internet bng rng ti 64 tnh, thnh. Nh vy, thc t cc a phng vn ch l cuc chi tay i ca VNPT v Viettel m thi. Viettel cn c ghi nhn l to c s cnh tranh trn th trng Internet bng rng ti cc a phng. ng Bi Quang Tuyn, Ph gim c Viettel Telecom cho bit, hin Viettel ang c hn 250,000 thu bao ADSL (chim 15.81%). Viettel ang theo ui mc tiu n ht nm 2008 s c khong 650,000 thu bao ADSL. Nu k hoch ca Viettel tr thnh hin thc, th FPT Telecom s yn v v tr th 3 vi con s thu bao cch bit ti 200,000 thu bao. Vi tc pht trin v ngun lc hin nay, ch trong vi ba nm ti, Viettel s l i th ca VNPT trong vic ginh ngi v s 1 trn th trng dch v ADSL nh h lm thnh cng i vi dch v thng tin di ng. Gii phn tch vn ghi nhn s nng ng ca FPT Telecom trn th trng Internet bng rng. Tuy FPT Telecom cha cung cp dch v trn phm vi rng, v cha s hu mt mng li tt nh VNPT, song doanh nghip ny ang c th mnh v chm sc khch hng. Trong con s thng k mi y ca VNPT th trong nm 2007 dch v ADSL ca VNPT bng n ti cc a phng cn nhanh hn c hai th trng ln l H Ni v TP. HCM. Trong nhng nm ti, th trng dch v ADSL ti cc tnh s tip tc bng n mnh m cng vi nhu cu ngy cng tng v tc pht trin kinh t ca cc a phng ang tng mnh. Nh vy, th trng chnh cho cc nh khai thc dch v Internet s chuyn t H Ni v TP. HCM sang cc a phng khc. Gii phn tch cho rng, th trng ADSL hin nay l cuc chi ca cc nh khai thc vin thng c tim lc v tm nhn chin lc. Trn thc t hin nay, FPT Telecom ang phi i mt vi nhiu kh khn v phi ly li lng tin cho khch hng sau s c b Cc Qun l Cht lng BCVT CNTT pht v vi phm cht lng dch v ADSL v s c rt mng ti TP. HCM vo cui nm 2007. Trong khi nm 2008 s l nm m VNPT v Viettel tip tc gt hi thnh cng i vi dch v ADSL ti th trng 64 tnh thnh. Vic tng trng thu bao m rng th phn ca VNPT v Viettel s y FPT Telecom mt dn li th quy m v s bt li trong cc cuc chy ua v cc v khuyn mi. C l, sau s tt hng ca mnh, FPT Telecom s ng ra iu g trong chin lc ca mnh trn sn chi ca cc i gia vin thng. Theo nh kho st mi y v nhu cu s dng Internet v cc ng dng bng thng rng ca Alcatel-Lucel th th trng Internet bng rng ca Vit Nam vn cn rt hp dn. Theo iu tra ca Alcatel-Lucel th mt lng ln thu bao tng lai s l nhng ngi s dng Internet ti qun caf hoc ti ni lm vic. iu ny c khng nh qua iu tra: 72% ngi dng Internet ti qun caf v 75% ngi dng Internet ti cng s cho bit c nh ng k dch v bng rng s dng ti nh vi l do thun tin v phc v chuyn mn.

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Th phn cc nh cung cp dch v Internet

0.02%

4.77% 0.00%

15.81% 2.85% 3.69%

1.53% 54.78% 16.55%

HPT

VIETTEL

OC I

SPT

NETNAM

FPT

VNPT

TIENET

EVN

Ngun: Trung tm Internet Vit Nam Tuy nhin, chi ph l tr ngi chnh cho vic kt ni dch v bng rng ti nh. Vic c sn my tnh cng gp phn gia tng nhu cu kt ni bng rng ti nh. Ch 57% nhm ngi s dng bnh dn c my tnh bn, 9% c my tnh xch tay. S ngi c nh mua my tnh bn l 13%, mua my tnh xch tay l 20%. Ngay c nhm ngi dng cao cp, 95% c my tnh bn nhng xu hng sm my tnh xch tay ang tng ln (16% c nh mua my tnh xch tay). T l s hu my tnh xch tay tng ng ngha vi nhu cu kt ni ngoi gia nh tng bi theo iu tra, 49% ngi s dng Internet ti cng s b hn ch kh nng/mc truy cp, do h thch dnh thm thi gian trn Internet bn ngoi cng s. V iu ny, b Valerie Faudon, ph ch tch ph trch marketing ca Alcatel-Lucent l gii l l do cc nh cung cp nn c nhiu hnh thc kt ni bng rng, c bit l kt ni bng rng v tuyn nh Wifi, Wimax. Vi hn 84 triu dn v c khong 47% s dn ang s dng dch v in thoi, trn 20% s dng dch v Internet, Vit Nam ang l mt th trng y tim nng cho cc nh u t nc ngoi. Tuy nhin cht lng dch v ca nh cung cp vn l iu ng lu tm. Trong nm 2007 vn cn nhiu li phn nn t cc khch hng i vi dch v Internet ca cc nh cung cp nh mng vn chp chn hay b t mng, Trong nm 2008 u tin hng u ca cc nh cung cp s l nng cao cht lng dch v nhm tng sc cnh tranh trn th trng. Tuy nhin, chi ph l tr ngi chnh cho vic kt ni dch v bng rng ti nh. Vic c sn my tnh cng gp phn gia tng nhu cu kt ni bng rng ti nh. Ch 57% nhm ngi s dng bnh dn c my tnh bn, 9% c my tnh xch tay. S ngi c nh mua my tnh bn l 13%, mua my tnh xch tay l 20%. Ngay c nhm ngi dng cao cp, 95% c my tnh bn nhng xu hng sm my tnh xch tay ang tng ln (16% c nh mua my tnh xch tay).

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T l s hu my tnh xch tay tng ng ngha vi nhu cu kt ni ngoi gia nh tng bi theo iu tra, 49% ngi s dng Internet ti cng s b hn ch kh nng/mc truy cp, do h thch dnh thm thi gian trn Internet bn ngoi cng s. V iu ny, b Valerie Faudon, ph ch tch ph trch marketing ca Alcatel-Lucent l gii l l do cc nh cung cp nn c nhiu hnh thc kt ni bng rng, c bit l kt ni bng rng v tuyn nh Wifi, Wimax. Vi hn 84 triu dn v c khong 47% s dn ang s dng dch v in thoi, trn 20% s dng dch v Internet, Vit Nam ang l mt th trng y tim nng cho cc nh u t nc ngoi. Tuy nhin cht lng dch v ca nh cung cp vn l iu ng lu tm. Trong nm 2007 vn cn nhiu li phn nn t cc khch hng i vi dch v Internet ca cc nh cung cp nh mng vn chp chn hay b t mng, Trong nm 2008 u tin hng u ca cc nh cung cp s l nng cao cht lng dch v nhm tng sc cnh tranh trn th trng. Hin ti cc thu bao bng rng ch yu l cc khch hng DN. K t khi gia nhp WTO, Vit Nam chng kin vic cc tp on vin thng hng mnh tham gia th trng, nh Vodafone lp vn phng i din ti Vit Nam, Intel u t nh my sn xut thit b, v cn rt nhiu cc cng ty ln khc ang mun gia nhp th trng vin thng Vit Nam. Trn th trng bng rng, cuc chin gi cc vn l xu th ch o gia cc cng ty FPT Telecom, Viettel v Netsoft trong ginh chim th phn. Cuc chin v gi cc dch v bng rng bt u ti Vit Nam t thng 10/2006, khi FPT p dng khuyn mi tng modem cho tt c thu bao bng rng tc cao. Tip cng ty Netsoft (thuc Bu in TP.H Ch Minh) min ph modem v ph lp t dch v. Trong khi Viettel cho min cc cho 03 thng s dng dch v v min ph thit b u cui tr gi 200.000 VND, min ph lp t v gi ni ht trong 12 thng i vi tt c thu bao ADSL mi. FPT Telecom c cc chng trnh khuyn mi mc khim tn nht so vi cc i th cnh tranh. Cc dch v gii tr v game-online cng gp phn lm tng nhanh nhu cu i vi cc dch v bng rng. Vi vic c quan qun l nh nc ang xem xt cc th tc cp php WiMAX, th trng bng rng d kin t 8 triu thu bao vo nm 2011. p ng nhu cu dch v bng rng tng cao, VNPT tin hnh nng cp mng c nh vi i tc Nortel Network. Theo , tuyn cp quang trn trc Bc Nam c nng cp t tc 20GB/s ln 40Gb/s c kh nng p ng 600,000 khch hng internet tc cao vo cui nm 2007. ng thi VNPT cng t mc tiu pht trin thm 1.5 triu thu bao bng rng vo nm 2009.

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Tp on Bu chnh vin thng Vit Nam

Tn y : Tp on Bu chnh Vin thng Vit Nam Tn giao dch quc t: Vietnam Posts and Telecommunications Group Tn vit tt: VNPT Tr s: Tng 10, ta nh OCEAN PARK, s 1 o Duy Anh, Q. ng a, TP. H Ni Vn iu l (ti thi im 01/01/2006): 36,955 t ng Ngnh ngh kinh doanh: dch v vin thng ng trc, dch v vin thng - cng ngh thng tin, dch v truyn thng, cc hot ng sn xut kinh doanh lin quan n vin thng v cng ngh thng tin, dch v ti chnh, tn dng, ngn hng, dch v qung co, kinh doanh bt ng sn, cho thu vn phng v cc ngnh ngh khc theo quy nh ca php lut, ...

Tp on Bu chnh Vin thng Vit Nam VNPT

Vin thng tnh, thnh ph trc thuc VNPT (do VNPT nm 100% vn iu l)

Hc vin cng ngh Bu chnh Vin thng

Bnh vin Bu in I, II v III

Tng cng ty Bu chnh Vit Nam (Tng cng ty do Nh nc quyt nh u t v thnh lp; l thnh vin ca VNPT)

Bnh vin iu dng v Phc hi chc nng I, II v III

Cng ty T & TSL (VDC)

Cc cng ty sn xut cng nghip vin thng

Cc cng ty lin doanh v vin thng

Cc cng ty thng tin di ng

Cng ty PM & TT (VASC)

Cc cng ty xy lp thng mi Bu in

Cc cng ty t vn chuyn ngnh

Cc cng ty khc

Cng ty dch v ti chnh

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Hin nay VNPT ang cung cp dch v trong 3 lnh vc chnh bao gm bu chnh, vin thng v internet. Tng doanh thu ca VNPT trong nm 2007 t 45,300 t ng, vt 3.61% k hoch, np ngn sch 6,917 t, vt 5.64% k hoch, tng 12.78% so vi nm 2006. S in thoi pht trin mi trong nm 2007 ca VNPT l 9.88 triu thu bao, nng tng s thu bao trn mng ln 27.8 triu my. S lng thu bao MegaVNN pht trin mi 514,000 s, tng 340.6% so vi nm 2006. Hin tng s thu bao MegaVNN ca VNPT t 740,000 thu bao. n nay, trn ton quc c gn 8,000 im B-VH x c a vo hot ng. Trong , c 31 tnh c 100% s x c im B-VH x, cn li hu ht u t t 80% tr ln. Cng vo trung tun thng 5, VNPT vt qua mc 20 triu thu bao in thoi, t mt 24 my/100 dn trn ton mng li, trong thu bao di ng chim 69.8%. y l con s mang nhiu ngha i vi VNPT ni ring v ton quc ni chung. Gi cc cc dch v thi gian qua tip tc c iu chnh ngy cng hng v li ch ca khch hng. Ngoi cc t gim cc dch v in thoi quc t, di ng, di ng ni mng, MegaVNN, ng di ni tnh, thu knh ring, bt u t ngy 1/6, VNPT cng c iu chnh v phng thc tnh cc lin lc khc vng cho dch v ng di lin tnh hnh thc tr trc v tr sau, gim cc lin lc lin tnh cho dch v Cardphone, cc fax v telex trong nc. Mc gim cc l t 15-20%. Nhng iu chnh ny gp phn quan trng thc y s tng trng ca cc dch v. VNPT v ang tch cc y mnh ng dng th nghim v pht trin cc dch v mi nh dch v mng ring o quc t, bn th np tin t ng, dch v EasyTopup, chuyn tin trong nc siu nhanh, dch v bn hng qua mng bu cc, thu h cc di ng cho HTmobile c bit, trong thng 5/2007, VNPT xc tin trin khai dch v Gphone. im khc bit ln nht ca dch v GPhone so vi in thoi c nh trc y l vic kt ni dch v n gin hn rt nhiu do khng phi s dng cp vin thng hu tuyn. Vi gi cc thp, d dng lp t, GPhone c coi l gii php ph hp ti u cho nhu cu s dng ca nhng ngi dn vng su, vng xa, bin gii hay hi o. Nm trong n lc xa i khong cch s gia thnh th v nng thn, a cc dch v BCVT c bn n ngi dn vng nng thn, vng su, vng xa, u nm 2007, VNPT khi cng xy dng Nh trm iu khin v tinh Vinasat, y nhanh tin trnh ca D n phng v tinh ring ca Vit Nam. Theo k hoch, n thng 3/2008, v tinh Vinasat s c a ln qu o. Ngy 6/2/2007, VNPT cng 5 doanh nghip BCVT-CNTT ca Vit Nam k kt giao c thi ua 6 thng u nm 2007; ngy 27/4/2007, ti Kuala Lumpur (Malaysia), VNPT cng 16 t chc v nh khai thc vin thng hng u th gii v khu vc k kt tha thun tham gia xy dng d n cp quang bin quc t bng rng tc cao (AAG) kt ni trc tip t ng Nam n Hoa K. Tip tc cng c v hon thin m hnh Tp on, VNPT ang y nhanh qu trnh chia tch Bu chnh - Vin thng. Vo u thng 6, Th tng Chnh ph ph duyt n thnh lp Tng Cng ty Bu chnh Vit Nam (VnPost). VnPost l mt Tng Cng ty nh nc, do Chnh ph ra quyt nh thnh lp v giao vn thng qua Tp on BCVT Vit Nam. Lnh vc hot ng ch yu ca VnPost l thit lp, qun l, khai thc v pht trin mng bu chnh cng cng, cung cp cc dch v bu chnh cng ch. Mt trong nhng s kin ni bt din ra trong 6 thng u nm 2007, c d lun ht sc quan tm, l cc v khai thc tri php cp quang bin ti vng bin ngoi khi mt s tnh pha Nam, gy t tuyn cp T-V-H do VNPT u t xy dng v qun l.

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VNPT nhanh chng c nhng bin php kp thi, phi hp cng cc b, ban ngnh c lin quan a ra cc bin php nhm gii quyt tnh trng ct trm cp quang bin quc t tuyn TVH v APCN, ng thi bo co Th tng Chnh ph. Nm 2007 l nm th 2 ca k hoch 5 nm giai on 2006 - 2010, cng l nm VNPT chnh thc trin khai ton din cng tc i mi t chc, h thng c ch qun l theo m hnh Tp on kinh t. Tip tc gi vng vai tr ch lc trong lnh vc BCVT - CNTT, trong 6 thng cui nm 2007, VNPT s phn u t ch tiu c bn l: doanh thu pht sinh t 42,100 t ng, tng 9.84% so vi nm 2006; np ngn sch Nh nc 6,800 t ng; pht trin mi 6.45 triu thu bao in thoi v 500,000 thu bao Internet MegaVNN. Lnh vc Bu chnh Hin nay lnh vc bu chnh do bu in cc tnh, thnh ph (trc thuc VNPT) qun l. hon thin v cng c m hnh tp on Tip tc cng c v hon thin m hnh Tp on, VNPT ang y nhanh qu trnh chia tch Bu chnh - Vin thng. Vo u thng 6, Th tng Chnh ph ph duyt n thnh lp Tng Cng ty Bu chnh Vit Nam (VnPost). VnPost l mt Tng Cng ty nh nc, do Chnh ph ra quyt nh thnh lp v giao vn thng qua Tp on BCVT Vit Nam. Lnh vc hot ng ch yu ca VnPost l thit lp, qun l, khai thc v pht trin mng bu chnh cng cng, cung cp cc dch v bu chnh cng ch. T ngy 01/01/2008, Tng cng ty chnh thc i vo hot ng. Lnh vc Vin thng Lnh vc vin thng bao gm vin thng c nh v vin thng di ng. Vin thng c nh hin do Vin thng cc tnh, thnh ph (trc thuc VNPT) qun l trc tip. c bit, trong thng 5/2007, VNPT xc tin trin khai dch v Gphone. im khc bit ln nht ca dch v GPhone so vi in thoi c nh trc y l vic kt ni dch v n gin hn rt nhiu do khng phi s dng cp vin thng hu tuyn. Vi gi cc thp, d dng lp t, GPhone c coi l gii php ph hp ti u cho nhu cu s dng ca nhng ngi dn vng su, vng xa, bin gii hay hi o. ng Ngc Bnh - Tng Gim c Tng cng ty Bu chnh Vit Nam (BCVN) cho bit, t ngy 1/1/2008, BCVN chnh thc tch ra hot ng c lp. Thch thc ln nht ca BCVN l cng lc va ci t li t chc, va i mi li sn xut kinh doanh dch v, va gnh trng trch duy tr cung cp dch v bu chnh cng ch. Trong khi , t trng doanh thu t bu chnh chim cha n 5% trong tng s hn 2 t USD nm 2006 ca Tp on BCVT Vit Nam (VNPT). Mi nm VNPT ang b l cho hot ng ca bu chnh khong 100 triu USD, khon tin b l c ly t li nhun kinh doanh ca khi vin thng. Theo s liu mi nht ca nm 2007, cc nh khai thc khc chim lnh 47% th phn dch v ni a v 70% th phn dch v quc t. Lnh vc vin thng di ng ca VNPT hin do 2 cng ty trc thuc qun l v khai thc l Vinaphone v Mobifone. Hin ti tng s thu bao ca c hai nh khai thc ny l khong hn 14 triu thu bao (chim khong 69.8% tng s thu bao in thoi ca VNPT).

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Cng ty Dch v vin thng - Vinaphone


Tr s: 57A Hunh Thc Khng, ng a, H Ni

Cch y hn 10 nm, ngy 26/06/2008 mng thng tin di ng VinaPhone chnh thc c khai trng v i vo hot ng da trn cng ngh GSM vi tng vn u t khong 130 triu USD. L mt doanh nghip vi 100% vn v nhn lc ca Vit Nam, sau hn 10 nm xy dng v hot ng, hin mng Vinaphone c gn 10 triu thu bao, ph sng ton quc v a sng ti 100% cc huyn v cc vng bin gii, hi o; cung cp dch v chuyn vng quc t vi 165 nh khai thc thuc 63 quc gia, vng lnh th trn th gii. n cui nm 2007 VinaPhone c khong trn 5,000 trm BTS. Ch tnh ring trong nm 2007, VinaPhone pht trin thm c hn 3 triu thu bao, t 121% k hoch c giao, nng tng s thu bao ton mng ln hn 8 triu thu bao. Doanh thu nm 2007 ca VinaPhone t khong 11,000 t ng. T nhiu nm qua, Vinaphone lun n lc u t nng cp mng li v m rng vng ph sng. n thng 06/2006, Vinaphone tr thnh mng di ng u tin thc hin ph sng 100% huyn trn a bn c nc, k c cc huyn min ni, hi o, vng su vng xa. Nm 2007, Vinaphone tip tc thc hin cng tc pht trin mng li theo hng ch ng v c l trnh. Cc n v trong Cng ty c nhiu n lc v phi hp ng b c th trin khai lp t cc thit b a vo khai thc trong thi gian sm nht. Trong nm, Cng ty lp t mi v nng cp m rng hn 2,000 trm BTS cc loi, ng thi tin hnh lp mi, nng cp h thng chuyn mch vi hn 4,000K line chuyn mch, 6,000K line HRL v thm 6,000K mng IN. Nhm tng cng hn na cht lng sng di ng ti cc tnh, thnh ph trng im, nm 2007, Vinaphone cng ng dng thnh cng ti "Xy dng phng n k thut ph sng In-building trn mng Vinaphone". Kt qu l nm 2007, Vinaphone ph sng In-building cho 160 to nh cao tng l cc cao c vn phng, cc khch sn ln thuc cc tnh, thnh ph trng im v chnh tr, kinh t v vn ho nh H Ni, Tp.HCM, Hi Phng v Qung Ninh. ng Hong Trung Hi, Gim c Vinaphone: Nm 2008, Vinaphone s pht trin khong 10 triu thu bao thc. Bn cnh , Vinaphone s u t mnh cho mng li. Trong nm 2008, VNPT s tip tc giao thu bao Vinaphone tr sau cho cc tnh qun l, cn Vinaphone s tp trung qun l thu bao tr trc. Nm 2008, Vinaphone s quyt tm ginh v tr th 2 trn th trng di ng. S d chng ti dm a ra k hoch ny v nm 2007 chng ti chun b ngun lc cho s pht trin mnh s vo nhng nm sau. Mc tiu trong nm 2008, Vinaphone s ph sng kn trn phm vi ton quc vi cht lng tt. Ht nm 2008, Vinaphone s c khong 10,000 trm thu pht sng di ng BTS ph sng kn v dy c ti cc khu dn c. Nm 2008, Vinaphone s tp trung cho kinh doanh y mnh s pht trin ca mng Vinaphone. Khch hng tr s l tm im ch thu ht ca mng Vinaphone vi nhiu gi cc ph hp. Nm 2008, nu VNPT c c ch to ra c sc mnh ca 64 n v bu in tnh, thnh phi hp cng vi Vinaphone vi chnh sch nht qun th chc chn mng Vinaphone s bt ph tt.

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Ngnh vin thng Vit Nam

Cng ty Thng tin di ng - VMS


Tr s: 216 Trn Duy Hng, Cu Giy, H Ni

Cng ty Thng tin di ng (Vietnam Mobile Telecom Services Company - VMS) l doanh nghip Nh nc hng mt trc thuc Tp on Bu chnh Vin thng Vit nam (VNPT). c thnh lp vo ngy 16 thng 04 nm 1993, VMS tr thnh doanh nghip u tin khai thc dch v thng tin di ng GSM 900/1800 vi thng hiu MobiFone, nh du cho s khi u ca ngnh thng tin di ng Vit Nam. Lnh vc hot ng chnh ca MobiFone l t chc thit k xy dng, pht trin mng li v trin khai cung cp dch v mi v thng tin di ng c cng ngh, k thut tin tin hin i v kinh doanh dch v thng tin di ng cng ngh GSM 900/1800 trn ton quc. Ngy 19 thng 05 nm 1995, Cng ty Thng tin di ng k Hp ng hp tc kinh doanh (BCC) c hiu lc trong vng 10 nm vi Tp on Kinnevik/Comvik (Thy in). y l mt trong nhng hp ng hp tc kinh doanh c hiu qu nht ti Vit Nam. Thng qua hp ng hp tc kinh doanh BCC, MobiFone tranh th c cc ngun lc quan trng xy dng, vn hnh mng li v cung cp dch v thng tin di ng u tin ti Vit Nam, l: vn, cng ngh, kinh nghim qun l, kinh doanh, o to ngun nhn lc. n nay, sau 14 nm pht trin v trng thnh, MobiFone tr thnh mng in thoi di ng ln nht Vit Nam vi hn 8,5 triu thu bao, hn 2,500 trm pht sng v 4,200 ca hng, i l cng h thng 15,000 im bn l trn ton quc (tnh n 31/3/2007). MobiFone hin ang cung cp trn 40 dch v gi tr gia tng v tin ch cc loi. MobiFone khng ngng n lc xy dng c s h tng v tim lc vng chc, sn sng cho hi nhp v cnh tranh trn th trng thng tin di ng. i ng 3,000 cn b cng nhn vin ca MobiFone lun sn sng p ng nhanh nht v hiu qu nht cc yu cu ca khch hng. Nm 2007, MobiFone t doanh thu 14,000 t ng, ln nht trong s cc cng ty cung cp dch v vin thng di ng. n nay MobiFone c tng cng hn 7,000 trm pht song (BTS) vi tng s thu bao ton mng ln ti hn 11 triu thu bao. Nm 2007 cng l nm th hai lin tip MobiFone nhn c gii thng Mng di ng c a chung nht ti gii thng Vietnam Mobile Awards do tp ch eChip MOBILE trao tng (trong 3 ln gii c t chc) thng qua hnh thc bnh chn ca cc c gi tp ch ny. Theo ng L Ngc Minh, Gim c MobiFone: Nm 2007, MobiFone pht trin c 6,4 triu thu bao mi nng tng s thu bao thc ca MobiFone ln trn 11,4 triu thu bao ang hot ng. Nm 2007 cng l nm m thu bao ri mng MobiFone rt thp. Nh vy, con s thu bao thc pht trin ca MobiFone trong nm 2007 rt n tng, bng c con s pht trin thu bao ca 13 nm trc cng li. Theo cch o ca MobiFone s thu bao c s dng dch v trong vng 1 thng th th phn ca MobiFone trong thng 12/2007 t ti 41%. Nh vy, MobiFone tin tng l mng di ng c s thu bao thc hot ng ln nht. Nm 2007, l nm m MobiFone y mnh xy dng hnh nh gn lin vi cht lng dch v mng li v cht lng phc v khch hng. y cng l nm c bc to cho hai nm then cht l nm 2008 v nm 2009 cc mng di ng chuyn sang thi k bo ha thu bao.

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Ngnh vin thng Vit Nam

Gim c cng ty

Cc Ph gim c

P. K hoch bn hng & Marketing

P. Chm sc Khch hng

P. Tin hc tnh cc

P. Thanh ton Cc ph

P. K thut iu hnh Khai thc

P. Qun l u t Xy dng

P. Cng ngh & Pht trin mng

P. K ton thng k Ti chnh

P. T chc hnh chnh

P. Xut Nhp khu

Trung tm TTD Khu vc I

Trung tm TTD Khu vc II

Trung tm TTD Khu vc III

Trung tm TTD Khu vc IV

X nghip Thit k

C cu t chc ca MobiFone T nm 2009 tr i s l thi k cc mng di ng tp trung pht trin mnh cc dch v gi tr gi tng. n ht nm 2009 th trng s pht trin ngng trn 60% dn s s dng in thoi di ng. Trong , MobiFone s dn u th trng v cht lng dch v doanh thu v s lng thu bao. Nm 2008, MobiFone s u t m rng mng li, n thng 6/2008 s ph sng xong xung tn x. Nm 2008, MobiFone s tip tc duy tr v tr s 1, to ra ng cp v cht lng dch v v chm sc khch hng ng thi s gia tng khong cch i vi nh khai thc mng di ng th 2 v th 3 bng ng cp v cht lng dch v, chm sc khch hng, mng li v knh phn phi. Ti tin rng nm 2008, s pht trin thm 10 triu thu bao thc a mng MobiFone c trn 20 triu khch hng thc vo cui nm 2008. Cng theo ng L Ngc Minh th d kin trong nm 2008 Mobifone s vt ngng 1 t USD doanh thu.

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Ngnh vin thng Vit Nam

Lnh vc Internet Hin nay lnh vc internet ca VNPT ang do Cng ty in ton v truyn s liu (VDC) qun l v khai thc. Thi im hin ti, VNPT vn l nh cung cp dch v ADSL c s thu bao ln nht vi khong 670,000 thu bao, chim v tr s 1 trn th trng (chim khong 54.78% th phn).

Cng ty in ton v Truyn s liu - VDC


Tr s: Nh Internet, l IIA, lng quc t Thng Long, phng Dch Vng, qun Cu Giy, H Ni c thnh lp t nm 1989, trc thuc Tng Cng ty Bu chnh Vin thng Vit Nam, Cng ty in ton v truyn s liu (VDC) l cng ty hng u trong lnh vc Internet, Truyn s liu v Cng ngh thng tin ti Vit Nam. Vi phm vi hot ng trong nc v quc t, VDC t ho a Internet, cc dch v v sn phm cng ngh thng tin ngy mt tr nn gn gi, thn thuc vi cng ng. Lun n u cng ngh mi cng vi i ng cn b c trnh cao, mng Internet, truyn s liu do VDC qun l v khai thc ang thc s tr thnh mt c s h tng quan trng trong cng cuc pht trin t nc. Vi nhng kh nng v kinh nghim ca hn mi nm khng ngng pht trin, vi tnh ph hp v hiu qu cao trong cc sn phm-dch v ca mnh, VDC lun dnh c s tin cy ca khch hng. y chnh l yu t to nn v tr ch o ca VDC trn th trng vi tc tng trng cao ca Cng ty qua cc nm. VDC cam kt tip tc thc hin trch nhim vi s mng l "i tc tin cy trong k nguyn cng ngh thng tin".

Ban lnh o Cng ty

Phng t chc lao ng

Phng kinh doanh

Phng K ton ti chnh

Phng k hoch

Phng k thut iu hnh

Phng u t pht trin

Phng hnh chnh

Phng nghin cu ng dng PM

Phng tnh cc

Phng tch hp & phn tch h thng

Ban bin tp

Ban VDCA

Phng danh b

Phng qun l tin hc

Ban qun l cht lng

VDC 1

VDC 2

VDC 3

Trong nhng nm qua, VDC lin tc gi vng c v tr s 1 trn th trng cung cp dch v ADSL vi th phn chim khong 54.78%. Trong nm 2007, s lng thu bao MegaVNN pht trin mi l 514,000 thu bao, tng 340.6% so vi nm 2006. Hin tng s thu bao MegaVNN ca VDC t 740,000 thu bao. n nay VDC trin khai dch v Internet n hu khp cc tnh.

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Theo ng V Hong Lin, Gim c VDC, trong nm 2008, VDC s tp trung m rng bng thng quc t nng cao cht lng mng Internet. Bn cnh , VDC cng thng xuyn o kim nng cao cht lng. Nu VNPT thc hin tt c ch bn hng ti cc a phng to ng lc tt cho nhng ngi chm sc khch hng v bn hng th nm 2008, VDC s c s bng n v thu bao v tip tc gi vng v tr s 1 v thu bao v th phn i vi dch v Internet. Trong nm 2008, VDC t ra con s pht trin thu bao l 900,000 thu bao ADSL. y l con s nhiu thch thc nhng cng trong bi cnh th trng ang tip tc bng n nn VDC s quyt tm hon thnh thc mc tiu ny. Vic chm sc khch hng s c cc khch hng mi v cc khch hng trung thnh c VDC. Tuy nhin, cng vic ny vn ngoi tm vi ca VDC. Tuy nhin, VDC l n v ch qun dch v nn s phi c trch nhim a ra cc gii php v xut thc y dch v ny pht trin. Khu hiu trong nm 2008 ca VDC l c ch ci cch tho g nhng vng mc gy cn tr trong kinh doanh. Trong , s c c vic i mi c ch thu ht to ng lc gi v thu ht ngun nhn lc tt cho VDC pht trin.

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Ngnh vin thng Vit Nam

Tng cng ty Vin thng Qun i - Viettel


Tr s giao dch: s 1 Giang Vn Minh, Kim M, Ba nh, H Ni

VIETTEL c thnh lp ngy 01/06/1989 tin thn l Cng ty in t thit b thng tin, kinh doanh cc dch v truyn thng: kho st thit k, xy lp cc cng trnh thng tin, xut nhp khu cc thit b vin thng v dch v bu chnh. Nm 2005, Cng ty Vin thng Qun i chuyn i thnh Tng cng ty Vin thng Qun i. ng Dng Vn Tnh, Ph tng gim c Tng cng ty Vin thng Qun i (Viettel) va cho bit: nm 2007, doanh thu ca Viettel t hn 16 ngn t ng (t 152% k hoch), duy tr tc tng trng doanh thu nm sau gp i so vi nm trc. Trong nm 2007 c 16.68 triu thu bao in thoi di ng mi kch hot, nng tng s thu bao kch hot ln trn 24 triu. Dch v di ng ca Viettel c nh gi l mng c nhiu ngi bit n nht v c tin cy nht. Dch v c nh PSTN v ADSL pht trin mi 227,000 thu bao, cao gp 2 ln nm 2006. Viettel cng l doanh nghip c mng truyn dn ln vi 10,346 km cp quang c lp t trong nm, a tng s chiu di cp quang qun l trn ton mng ln 31,000 km. Tng s trm BTS ton mng n ht nm 2007 l 7,000 trm Vi mc tiu thnh lp v xy dng cng ty c phn u t quc t, Viettel nng lc thc hin chin lc u t ra nc ngoi, trc mt l Lo, Campuchia v cc nc khc trong lnh vc vin thng. Nm 2007 Viettel c trong tay 5.9 triu thu bao in thoi, nng tng s thu bao trn ton mng t 15.31 triu my, trong hn 10 triu l thu bao di ng. i vi vic cung cp dch v ADSL trn th trng hin nay Viettel ang gi v tr s 3 vi khong 250,000 thu bao, chim 15.81% th phn. Viettel ang theo ui mc tiu n ht nm 2008 s c khong 650,000 thu bao ADSL v ng v tr s 2 trong s cc nh cung cp dch v ny. i vi dch v vin thng c nh kt thc nm 2007 Viettel c trong tay khong hn 5 triu thu bao. T ngy 20/7/2007, Viettel cng tuyn b cung cp dch v c nh khng dy HomePhone chy trn nn mng di ng Viettel Mobile, y c coi l mt bc i hp l nhm nng cao sc cnh tranh trong lnh vc vin thong c nh vn khng cn niu hp dn trc s pht trin nh v bo ca vin thng di ng. Tng doanh thu ca Viettel trong nm 2007 l 16,468 t ng, tng 152% so vi nm 2006 Nm 2008, Viettel phn u tip tc t doanh thu khong 30 ngn t ng. Xy dng vng chc ngi v s 1 v di ng ti Vit Nam vi vic pht trin mi 10 triu thu bao di ng, 200 ngn thu bao c nh c dy, 300 ngn thu bao ADSL, 1 triu thu bao c nh khng dy. Lp t 3,500 trm BTS v 12,000 km cp quang. Cng trong nm 2008, Viettel s pht trin mng li ti Lo v Campuchia vi tng cng 1,570 trm BTS, 1,500 km cp quang ko mi. ng thi xc tin nhng bc i quan trng lp vn phng i din ti Hng Kng, M v mt s nc khc trong khu vc, nhm sn sng vi nhng thi c u t mi

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Ngnh vin thng Vit Nam

Cng ty Vin thng Viettel - Viettel Telecom

Cng ty Vin thng Viettel (Viettel Telecom) c thnh lp ngy 05/04/2007, trc thuc Tng Cng ty Vin thng Qun i (Viettel) trn c s st nhp cc Cng ty Internet Viettel, in thoi c nh Viettel v in thoi di ng Viettel. Vi mc tiu tr thnh nh cung cp dch v vin thng hng u Vit Nam, Viettel Telecom lun coi s sng to v tin phong l nhng mc tiu hng u. khng ch l s tin phong v mt cng ngh m cn l s sng to trong trit l kinh doanh, thu hiu v tha mn nhu cu ca khch hng ... Ngy 15/10/2004 VIETTEL chnh thc kinh doanh dch v in thoi di ng, ch hn mt thng sau khi vo hot ng, VIETTEL c 100,000 khch hng; gn 1 nm sau n khch hng 1 triu; ngy 21/07/2006 n khch hng th 4 triu v n cui thng 12/2007 vt con s trn 7 triu khch hng. L mng di ng pht trin nhanh nht, ch sau hn 2 nm chnh thc kinh doanh c trn trn 3,000 trm BTS trn ton quc v trn 7 triu khch hng, theo s liu thng k nm 2006 ca GSMA th VIETTEL mobile l mng di ng c tc pht trin nhanh th 13 trn th gii. Ti thi im kt thc nm 2007, trong 3 nh khai thc dch v vin thng di ng cng ngh GSM (VinaPhone, MobiFone v Viettel), Viettel dn u vi 7,232 trm BTS, tng gp i so vi nm 2006. m bo dung lng tt nht, p ng khong 40 triu thu bao, trong nm 2008, Viettel d kin s lng trm BTS s t con s 11,000 - 12,000. Viettel hin ang dn u vi s lng hn 14 triu thu bao trn h thng, tng gp i so vi nm 2006. Bn cnh vic ot danh hiu mng di ng c s thu bao ln nht theo s liu bo co chnh thc, ViettelMobile cn ot lun v tr mng di ng c tc tng trng thu bao nhanh nht Vit Nam. Vo thi im gia thng 8-2007, mi ngy VinaPhone pht trin mi c khong 20,000 thu bao, MobiFone c khong t 24,000-25,000 thu bao, cn Viettel l 52,000 - 54,000 thu bao. Vo thi im trc mt thng kt thc nm 2007, Viettel chnh thc gim cc cc gi di ng tr trc v tr sau vi mc trung bnh 15%. y cng l t gim cc ln nht ca Viettel trong nm 2007. Theo ng Nguyn Vit Dng, Ph gim c Chin lc kinh doanh ca Viettel, vi mc cc mi, Viettel hy vng s thc y s bng n ca th trng in thoi di ng v a mt in thoi di ng ln 40 - 45 my/100 dn trong nm 2008 (hin ti l 38 my/100 dn). nng cao cht lng thoi hn, t nm 2005, khi mi cung cp dch v, Viettel ng dng cng ngh SYN (cng ngh nhy tn cho knh thoi) nhm gim nhiu v cht lng mng ti nhng ni c mt ph trm ln. Nm 2006, vi cng ngh AMR (b m ha thoi thch ng) tng ng k cht lng thoi, gim thiu cc hin tng nh vng ting, tr thoi Viettel chuyn sang cng c thit k tn s t ng nhm a ra tn s hp l, m bo quy hoch v s dng tn s chnh xc, ci thin n 20% cht lng ca mng. Ngoi ra, Viettel trin khai h thng STP (h thng bo hiu tp trung) va gii quyt kh khn ca mt mng c nhiu u s (3 u s l 098, 097, 0168), va m bo vic nhn tin qua 1 s tng i duy nht, chun b cung cp dch v cho php gi nguyn s thu bao khi chuyn mng (Number Portability) hin ang c p dng rng ri cc nc trn th gii.

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Ngnh vin thng Vit Nam

Cng ty c phn u t pht trin cng ngh FPT


Tr s: s 89 Lng H, qun ng a, H Ni

Tin thn ca Cng ty FPT l Cng ty Cng ngh Thc phm (tn ting Anh l The Food Processing Technology Company) thnh lp ngy 13/09/1988. Ngy 27/10/1990, Cng ty i tn thnh Cng ty Pht trin u t Cng ngh FPT vi tn giao dch quc t l The Corporation for Financing and Promoting Technology. Thng 03/2002, Cng ty c phn ha, tn Cng ty c i thnh Cng ty C phn Pht trin u t Cng ngh FPT (tn ting Anh vn gi nguyn). Hin nay FPT ang kinh doanh trn cc lnh vc chnh bao gm cng ngh thng tin v cc dch v vin thng. Tnh n ngy 31/12/2007, vn iu l ca cng ty t hn 923 t ng, tng doanh thu thun t hn 27 nghn t ng.

FPT

i hc FPT

Trung tm

Cng ty Thnh vin

Chi nhnh

Hc vin Quc t FPT Trung tm Dch v ERP Trung tm FPT Media Trung tm Pht trin cng ngh Trung tm Bo hnh FPT

Cng ty TNHH H thng thng tin FPT Cng ty TNHH Gii php phn mm FPT Cng ty TNHH Phn phi FPT Cng ty c phn Vin thng FPT Cng ty c phn Phn mm FPT

Chi nhnh FPT Nng

Chi nhnh FPT H Ch Minh Chi nhnh Cng ngh Di ng FPT

Cng ty TNHH Phn mm Nht Bn

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Ngnh vin thng Vit Nam

Cng ty c phn Vin thng FPT - FPT Telecom


Tr s: s 48 Vn Bo, Ngc Khnh, Ba nh, H Ni

Cng ty C phn Vin thng FPT l mt trong su cng ty chi nhnh thuc Cng ty c phn pht trin u t cng ngh FPT. K t nm 1999 cho n nay FPT Telecom c chnh ph Vit Nam cp giy php ICP, ISP, OSP, IXP, giy php thit lp mng v Cung cp dch v Vin thng. Khi u vi mng Tr tu Vit Nam nm 1997 ch vi 4 ngi, cho n nay FPT Telecom c i ng nhn vin hn 1,100 ngi ti H Ni v Tp. H Ch Minh. Bt u cung cp dch v Internet t nm 1999, Cng ty c phn Vin thng FPT (FPT Telecom) c chnh ph Vit Nam cp giy php IXP 4/2002 (Nh cung cp dch v cng kt ni Internet) - giy php cao nht ti Vit Nam cho cc cng ty hot ng trong lnh vc Internet. FPT Telecom c nh gi l nh cung cp dch v Internet (ISP) c chnh sch dch v tt nht ti Vit Nam. Trong 6 thng u nm 2005, FPT Telecom vn ln tr thnh nh cung cp dch v Internet knh thu ring chim th phn ln nht ti Vit Nam (38%), vi 60,000 thu bao ADSL. FPT ng thi cung cp cc dch v Internet gin tip di hnh thc Internet thu bao, Internet Card v Gi 1280. Thng 02/2006, FPT Telecom chnh thc tr thnh n v thc hin cung cp th nghim dch v v phng n thng mi Internet bng rng khng dy di ng v c nh tiu chun WiMax s dng bng tn 2.3 GHz v 3.3 GHz. Bt u t ngy 03/03/2006, Truyn hnh Internet (vit tt l IP TV Internet Protocol Television) ca Trung tm IP TV trc thuc Cng ty Vin Thng FPT (FPT Telecom) chnh thc i vo hot ng. Bn cnh vic pht trin cc dch v kt ni, Cng ty c phn Vin thng FPT cng nh hng lu di pht trin cc dch v gi tr gia tng trn Internet nh xy dng gii php in t v Website cho cc t chc / doanh nghip ti Vit Nam. Cc dch v gi tr gia tng gm c thit k website, tn min, lu tr website, xy dng c s d liu, th in t dng ring, th in t o, my ch thu ring. Hin nay, FPT Telecom c quyn cung cp hai tr chi trc tuyn ni ting trn th gii ti Vit Nam: MU Online - Xng Danh Anh Hng v PTV - Ginh Li Min t Ha c ng o ngi dng Internet n nhn v ng h. Bo in t Tin nhanh Vit Nam VnExpress ra i thng 2/2001 do FPT Telecom qun l chnh thc c B Vn ho thng tin Vit Nam cng nhn l c quan bo ch vo thng 11/2002. Cho n nay, VnExpress.net l t bo in t ln nht ti Vit Nam vi khong 90 triu c gi hng thng, c nh gi l trang thng tin ting Vit c s lng ngi truy cp ln nht trn th gii (xp hng Top 500 trn th gii - ngun www.alexa.com). Trong thi gian qua, vi mong mun c phc v khch hng cc dch v Internet cht lng cao nht, Cng ty c phn Vin thng FPT nng cp dung lng cng kt ni quc t ln 1,085 Mbps nhm p ng nhu cu Internet bng rng ca ng o ngi s dng. Hin FPT chim 16.55% th phn Internet ti Vit Nam vi khong 300,000 thu bao ADSL.

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Ngnh vin thng Vit Nam

Cng ty c phn Dch v Bu chnh Vin thng Si Gn


Tr s: 45 L Dun, phng Bn Ngh, qun 1, Thnh ph H Ch Minh

Cng ty c phn Dch v Bu chnh Vin thng Si Gn, thnh lp nm 1995, SPT l cng ty c phn u tin Vit Nam hot ng trong lnh vc bu chnh vin thng. Cc thnh vin sng lp SPT gm 11 doanh nghip nh nc hot ng trn cc lnh vc nh kinh doanh, dch v xut nhp khu, du kh, a c, nh hng khch sn, du lch, kim kh in my, sn xut thit b vin thng, in t, tin hc v cung cp dch v bu chnh vin thng Nm 1996, Cng ty SPT khi u hot ng bng vic cung cp dch v bu chnh, chuyn pht ti th trng Thnh ph H Ch Minh v tip tc i vo lnh vc vin thng khi cung cp dch v Internet (ISP) vi thng hiu SaigonNet, tr thnh mt trong bn nh cung cp dch v Internet (ICP) u tin ti Vit Nam. Ngoi ra trong giai on ban u ny, Cng ty SPT tng bc tham gia vo lnh vc cng ngh thng tin khi lin doanh vi Cng ty Spacebel (Vng quc B) v Phn vin Cng ngh Thng tin ti TP.HCM thnh lp Cng ty Trch nhim hu hn Pht trin Phn mm Si Gn (SDC) c chc nng sn xut, gia cng phn mm, o to v cung cp cc gii php v cng ngh thng tin. Cng vi s pht trin ca cng ngh Internet, Cng ty SPT nhanh chng cung cp dch v VoIP ng di trong nc v quc t gi r cho ngi tiu dng vi thng hiu 177. n nay, cc loi th gi in thoi quc t SnetFone, SnetUS, SnetAsia, AloVoiz, Svoiz, Fone24h chim u th vt tri trn th trng th PC-2-Phone chnh thc ti Vit Nam. Ti Thnh ph H Ch Minh, Cng ty SPT a mng in thoi c nh u s 4 vo khai thc v ang thit lp h tng m rng ra cc tnh thnh ln cn. y l mng in thoi c nh th 2 ca Vit Nam, mang li cho khch hng nhiu chn la cnh tranh hn. Cng ty t xp x 150,000 thu bao c nh v ADSL quy i. c bit, Cng ty SPT l n v phc v trn gi dch v vin thng ti khu th mi Ph M Hng v nhiu khu dn c tp trung khc. V dch v in thoi di ng, Cng ty SPT gi v tr tin phong trong vic trin khai cng ngh CDMA 2000-1x ti Vit Nam vi thng hiu S-Fone. y l d n hp tc kinh doanh vi Cng ty SLD Telecom Pte., Ltd. (Hn Quc). Mng S-Fone l bc t ph trong lnh vc in thoi di ng ca th trng vin thng Vit Nam v c bnh chn l mt trong bn s kin c bit ni bt trong nm 2003 ca ngnh, ngy cng c cng c hon thin cung cp cho khch hng nhiu loi hnh dch v a dng, cht lng tt vi gi c cnh tranh trn phm vi c nc. Cho n nay, Mng S-Fone l mng di ng duy nht cung cp dch v truy cp Internet tc cao qua USB v dch v Tivi trn sng di ng. n nay, Cng ty SPT c cc giy php hot ng v Vin thng ti Vit Nam, c bit l 02 giy php thit lp h tng mng trc quc gia v quc t. Cng ty SPT ang tng bc m rng mng li cung cp cc loi hnh dch v ti 64 tnh thnh trong c nc v u t ra nc ngoi. Hin Cng ty SPT ang cung cp nhiu loi hnh dch v cho hng triu thu bao; th phn ngy cng m rng; thng hiu SPT c nhn din rng ri. Vn iu l Cng ty tng nhiu ln so vi 50 t ng ban u. Trong nhng nm gn y, t l chia c tc cho c ng Cng ty t t l bnh qun 15%/nm trn vn gp. Sp ti y, SPT s a vo th nghim dch v WiMAX di ng, y s l dch v c kh nng cnh tranh mnh m trong lnh vc vin thng.

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Ngnh vin thng Vit Nam

Trung tm in thoi di ng CDMA


Tr s: s 97 Nguyn Th Minh Khai, phng Bn Thnh, qun 1 , TP HCM Cng ty c phn Dch v Bu chnh Vin thng Si Gn, thnh lp nm 1995, SPT l cng ty c phn u tin Vit Nam hot ng trong lnh vc bu chnh vin thng. S-Telecom l n v trc thuc cng ty C phn dch v Bu chnh Vin thng Si Gn (SPT), c hnh thnh thc hin d n hp ng hp tc kinh doanh (BBC) gia cng ty SPT v Cng ty SK TELECOM VIETNAM. Giy chng nhn ng k hot ng chi nhnh s 03005683 CN 41 do s K Hoch u T Tp.HCM cp ngy 28/9/2001. Ngnh ngh kinh doanh ca Trung tm:

Thit lp mng v cung cp cc dch v thng tin di ng mt t. Thit lp mng li v kinh doanh cc dch v gi tr gia tng trn h thng mng CDMA 20001x, CDMA 2000-1x EV-DO. Thit lp mng li v kinh doanh cc thit b u cui.

Theo ng Vn Qut Gim c Kinh Doanh v Tip Th ca S-Fone, S-Fone vt qua con s 3.5 triu thu bao tch ly, trong c khong 1.5 triu thu bao thng trc, hon thnh mc tiu cui nm 2007. Con s ny khng ch th hin s tng trng vt bc ca S-Fone m cn th hin s tin tng ca khch hng dnh cho cng ngh CDMA tin tin v cc dch v gi tr gia tng hin i, tin ch trn nn cng ngh ny. Trong nm 2008, Sfone s phn u t thm 2 triu thu bao mi, trong khong 30% l thu bao ca cc gi dch v mi m Sfone v ang tung ra th trng. Mt kh khn ca Sfone trong vic pht trin cc thu bao mi l khng c nhiu la chn cho khch hng trong vic s dng cc thit b u cui do c th ca cng ngh CDMA. Tuy ng u bng v th phn thu bao trong cc mng CDMA, song S-Fone cng chng to ra s bt ph no trong nm 2007. Mt kh khn na i vi S-Fone ni chung cng nh cc mng CDMA khc ti Vit Nam l vng ph sng, y l s thua thit ln trong cnh tranh di ng. Hin ti nhiu ni vng ph sng ca S-Fone vn ch mang tnh tng trng, lnh o ca S-Fone cng nhn thy nhng lc bt tng tm do khon u t hn 500 triu USD n gi vn cha c khi ng cho u t mng li. Nh git v u t lm cho nhng n lc m rng cc trung tm giao dch ti cc thnh ph ln ca mng di ng ny tr thnh d trng xe ct. Mt khc vi s lng thu bao hn ch, khong 3.5 triu thu bao tch ly v gn 1.5 triu thu bao thng trc, th bi ton li nhun i vi S-Fone cng kh nan gii. Ch s ARPU (Average Revenue Per User - doanh thu bnh qun mt thu bao/thng) ca S-Fone cng kh thp (khong 5 USD/thu bao) trong khi im ha vn t nht phi t 7 USD/thu bao. . Gii phn tch cho rng, n lc S-Fone cn c s thay i mnh nu khng s kh tn ti c trn th trng di ng Vit Nam.

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Ngnh vin thng Vit Nam

Cng ty thng tin vin thng in lc


Tr s: s 30A Phm Hng Thi, Ba nh, H Ni

Cng ty Thng tin Vin thng in lc - EVN Telecom, tin thn l Trung tm thng tin in lc, l thnh vin hch ton c lp trc thuc Tng Cng ty in lc Vit nam, c thnh lp theo quyt nh s 380/NL/TCCBL ngy 08/07/1995 ca B Nng Lng. Nm 2003 EVNTelecom xy dng thnh cng v a vo vn hnh cng Quc t u tin t ti Ba La (H ng - H Ty). Nm 2004 EVNTelecom a vo vn hnh cng quc t th hai ti Mng Ci thng qua h thng cp quang trn ng dy in lc dung lng ln hn 5Gbps. u nm 2005, EVNTelecom tip tc a cng quc t th ba s dng cp quang trn ng dy in lc ti Lng Sn vo hot ng. Hin nay EVNTelecom c 03 cng quc t ang hot ng vi an ton cao, m bo c cht lng v p ng ti a nhu cu ca khch hng, to th ch ng cung cp dch v cho khch hng v hn ch mc ti a cc thit hi khi c s c. Mt trong nhng dch v trn mng NGN ca EVNTelecom l dch v in thoi ng di gi r trong nc v quc t VoIP 179. Bn cnh , EVNTelecom tung ra th trng mng thng tin di ng s dng cng ngh tin tin CDMA 2000 1X , tn s 450 Mhz, h tr EV DO v tin ti cung cp cc dch v 3G l im ni tri so vi cc i th. Mt u im na ca mng thng tin ny l cht lng thoi tt, vng ph sng rng, tnh bo mt cao v dch v phong ph. Ngoi nhng dch v gi tr gia tng thng thng nh cc mng in thoi khc (nhn tin, ch cuc gi, hm th thoi), mng thng tin ny cn c mt s dch v GTGT u vit: cho php kt ni trc tip trn my in thoi hoc thng qua my tnh c nhn vi tc tng i cao 153 Kbit/s v c th ln ti 2.4 Mbps i vi mng EV DO hin ang trin khai th nghm ti TP H CH Minh. Hin nay EVN c khong 2 triu thu bao in thoi trong ch yu l thu bao c nh khng dy E-com. Vi th mnh v c s h tng, t nm 2005 EVNTelecom cung cp dch v truy nhp Internet bng rng thng qua mng cp truyn hnh da trn s hp tc cht ch vi i truyn hnh Vit nam. Ngoi ra EVNTelecom cn cung cp Internet bng thng rng ADSL, knh Internet dng ring c bit, EVNTelecom ang phi hp vi cc i tc nc ngoi trin khai th nghim cng ngh truyn Internet qua mng PLC ( Truyn thng tin trn ng dy in lc -Power line Communication). y l cng ngh truyn dn thng tin bng rng thng qua ng dy dn in, PLC ha hn mt tim nng rt ln, cho php kt hp kinh doanh nhiu loi truyn d liu, truy cp Internet bng rng Hin ti, cng ty cung cp cho khch hng cc dch v:

Dch v thu knh ring trong nc v quc t (E-Line) Dch v VoIP 179 Dch v in thoi c nh truyn thng (E-Tel) Dch v in thoi c nh khng dy (E-Com) Dch v in thoi di ng ni tnh (E-Phone) Dch v in thoi di ng (E-Mobile) Dch v Internet (E-NET)

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Ngnh vin thng Vit Nam

Cng ty c phn vin thng H Ni


Tr s: s 2 Cha Bc, ng a, H Ni

Thnh lp nm 2001, giy php u t s 0103000334 do S k hoch v u t thnh ph H Ni cp, Cng ty c phn vin thng H Ni l mt trong nhng cng ty hng u trong lnh vc cung cp dch v vin thng trong nc v quc t bao gm dch v internet, dch v d liu bng thng rng, VoIP, thit lp mng, cung cp cc dch v vin thng cng cng Cng ty c phn vin thng H Ni c thnh lp t Cng ty in t H Ni (thuc thnh ph H Ni) v Lin Hip khoa hc sn xut cng ngh cao Vin thng tin hc HTI (thuc Vin khoa hc Vit Nam). Hai thnh vin sng lp ny c nhiu kinh nghim trong vic trin khai cc d n vin thng tin hc, c quan h hp tc vi cc tp on vin thng ln trn th gii nh Ericsson, Motorola, Qualcomm, v trin khai nhiu lnh vc kinh doanh ln nh xy dng c s h tng, khch sn, sn xut thit b in t dn dng, vn ti bo him, Hanoi Telecom c c giy php cung cp dch v di ng CDMA t nm 2003. Mc tiu ca cng ty l s tr thnh nh cung cp dch v vin thng c uy tn ti th trng Vit Nam. Dch v CDMA ca Hanoi Telecom c cung cp da trn hp ng hp tc ca cng ty vi tp on vin thng Hutchison Telecommunications. Do c th CDMA kh pht trin thu bao do phi s dng thit b u cui ring d tung ra nhng gi cc hp dn cng nhiu dch v mi nn t ngy khai trng 15/1/2007 n cui nm 2007, HT Mobile mi t 500,000 thu bao trong c khong 200,000 thu bao thc, thp so vi mc tiu 1 triu thu bao. V thc t ca S-Fone hin cng mi c 3.5 triu thu bao, trong khi Viettel ra i sau 1 nm nay c 15 triu thu bao. Do vy Hanoi Telecom ngng pht trin h thng CDMA t thng 09/2007 v ti ngy 14/01/2008 chnh thc cng b k hoch chuyn i cng ngh ca HT Mobile. Theo , HT Mobile vn s dng tn s 800 Mhz c cp cho mng 092, ng thi 80% thit b ca h thng c vn c s dng li. D kin vic chuyn i din ra trong 6 thng v s khng nh hng n quyn li khch hng. Nhng thu bao ang s dng dch v 092 vn thuc v HT Mobile v c lin lc bnh thng. Cc thu bao c nhu cu chuyn i dch v sang mng di ng khc, HT Mobile s tin hnh i min ph thit b u cui i lin vi sim m khch hng ang s dng. Trong trng hp, khch hng vn mun gi s 092 v s dng dch v ca hng, HT Mobile s h tr thit b u cui tch hp cng ngh GSM. Tuy nhin HT Mobile cha thng k c s lng khch hng ang s dng thit b khng h tr GSM. Tuy nhin, li c thng tin l 2 nh cung cp dch v theo cng ngh CDMA cn li l S-Fone ca cng ty c phn Dch V BCVT Si Gn (SPT) v cng ty Vin Thng in Lc (EVN Telecom) sn sng tip nhn HT Mobile. ng H Hng Sn, gim c iu hnh ca S-Fone cho bit, hai bn ang bn bc v vic s dng chung c s h tng hai mng roaming vi nhau. Nh vy, vng ph sng ca hai mng di ng s tng ln rt nhiu v c cng cng ngh v tn s hot ng. Tuy nhin, S-Fone cho bit l cha nhn c ngh t pha HT Mobile v t s sn sng hp tc tn dng mng CDMA ny. Hin nay, Hanoi Telecom cn cung cp c dch v internet vi hai hnh thc l knh gin tip (Dial-up) v knh trc tip (cp truyn dn).

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Ngnh vin thng Vit Nam

Trin vng ngnh vin thng trong nm 2008 Nm 2008 c d bo s l nm bng n ca cc dch v vin thng di ng. Sang nm, gii chuyn mn nh gi rng, th trng dch v di ng trong nm s tip tc khi sc, vi cuc so ti ca b ba mng MobiFone, Viettel v Vinaphone. Nu nh nm 2006, cc mng di ng Vit Nam pht trin c 7 triu thu bao mi th nm 2007 con s ny tng gp i, vo khong 14 triu thu bao. Nu nh nm ngoi, ba mng to du n gim cc di ng k lc, cng mc ngang bng vi nhau th trong nm nay, cht lng di ng l yu t quyt nh. Trong nm 2007, du hiu ng mng l tnh trng rt sng, nghn mch hu nh ch xy ra lc c, khng tp trung. Ngi s dng dch v c th "tm yn" lng vi cht lng mng li ny. Nm 2007 c nh gi l nm c ba mng u t ln nht cho mng li ph sng di ng ca mnh. Trn thc t, trong nm, Tp on BCVT Vit Nam VNPT - n v ch qun mng MobiFone, Vinaphone dn cng dn sc tng tc pht trin vng ph sng. ng L Ngc Minh - Gim c cng ty Thng tin di ng cho bit, "Nm 2007 l nm chng ti dn ht quyt tm cho vic m rng mng li, nng cao cht lng dch v bng cc cng ngh mi. Vi gn 4,500 trm pht sng mi trong nm nay, ch mt nm m c s BTS chng ti pht trin nhiu hn 13 nm qua. MobiFone c 12 triu thu bao trn mng, trong , ring s thu bao mi pht trin gn bng tng s thu bao m mng ny pht trin trong vng 13 nm qua. Doanh thu ca MobiFone d kin s t gn 1 t USD, v vt ngng 1 t USD ny trong u nm 2008." n thi im ny, s trm BTS ca Viettel l 7,000 trm - s trm c lp mi trong nm 2007 nhiu hn tng s trm lp trong 3 nm trc . D kin trong nm 2008, mng ny s pht trin ln 11,000-12,000 trm, c dung lng p ng cho 40 triu thu bao. Rt r hn so vi hai i th "ang ln", Vinaphone - mng di ng trc y vn ngi trn ngai vng "vng ph sng ln nht" kh lu ch khim tn cho rng, "chng ti quyt tm hon thnh vic lp t mi 3,000 trm BTS vo cui nm nay, Vinaphone c tim lc thc hin mc tiu c 9,000 BTS trn ton mng vo nm 2008. u nm 2008, GTel c chnh thc cp php tham gia vo th trng thng tin di ng. GTel s lin doanh vi Cng ty Vimpelcom - nh cung cp dch v di ng ln th hai Nga s dng cng ngh GSM. Vimpelcom tuyn b s u t 1 t USD cho mng di ng GTel Mobile l s tin u t ln nht ca cc lin doanh di ng ti Vit Nam cho n thi im ny. Th nhng gii phn tch cho rng, GTel s cha lm ni cm cho g trong nm 2008 bi phi n cui nm 2009 mng di ng ny mi c th cung cp c dch v. Nh vy, trn thc t trong nm 2008 GTel Mobile s ch c danh m cha c thc trn th trng di ng Vit Nam. V HT Mobile, d pha HT Mobile tuyn b trong vng 6 thng dng ln mng GSM mi nhng gii phn tch cho rng phi n cui nm 2008 th mng di ng ny mi hot ng c. Ngay c khi HT Mobile chuyn sang c cng ngh GSM, mng di ng ny cng khng phi l mi lo ngi cho cc mng di ng khc. HT Mobile cn qu nhiu vic phi lm nh xy dng mng li, gy dng li thng hiu b tn thng v ly li uy tn i vi khch hng. Tng lai cho cc mng CDMA ti Vit Nam trong nm 2008 cng c nh gi l khng my sng sa. Gii phn tch cho rng s c khong cch ln gia cc mng CDMA v cc mng GSM. Nu SPT khng c c giy php 3G trong nm nay, c kin t ra quan ngi cho s phn ca S-Fone bi rt c th i tc SK Telecom s phi tnh nc c khc. Trc bc tranh ca cc mng CDMA, gii phn tch cp n vn l c th xy ra vic sp nhp ca cc mng CDMA tp trung ngun lc, tng sc cnh tranh nh bc i ca mt s nc?

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Th trng internet trong nm 2008 cng l nm m cc doanh nghip cung cp dch v internet t nhiu mc tiu pht trin mang li ca mnh. Theo , VDC s tp trung m rng bng thng quc t nng cao cht lng mng Internet. Bn cnh , VDC cng thng xuyn o kim nng cao cht lng. Nu VNPT thc hin tt c ch bn hng ti cc a phng to ng lc tt cho nhng ngi chm sc khch hng v bn hng th nm 2008, VDC s c s bng n v thu bao v tip tc gi vng v tr s 1 v thu bao v th phn i vi dch v Internet. Trong nm 2008, VDC cng t ra con s pht trin thu bao l 900,000 thu bao ADSL. y l con s nhiu thch thc nhng cng trong bi cnh th trng ang tip tc bng n nn VDC s quyt tm hon thnh thc mc tiu ny. Viettel cng t mc tiu pht trin 300,000 thu bao ADSL trong nm 2008 nhm vt qua FPT ng v tr th hai trn th trng cung cp dch v ny. Cc nh cung cp khc cng c nhng k hoch nhm gi vng th phn ca mnh trong cuc cnh tranh v cng khc lit ny. V th trng vin thng c nh, nm 2008 s l nm m cc nh cung cp tp trung vo dch v in thoi v tuyn c nh nhm thay th cho dch v in thoi c nh thng thng. Vi s tham gia ca ba nh cung cp dch v ny, gm VNPT vi dch v Gphone, Viettel vi dch v HomePhone v EVN vi dch v E-Com, ha hn mt cuc cnh tranh khng khoan nhng gia cc nh cung cp. Ngi m ng cho dch v ny l EVN Telecom cng tuyn b c khong 2 triu thu bao in thoi c nh khng dy E-Com v ang l nh cung cp dch v in thoi c nh khng dy ln nht. Mc d th trng dch v v tuyn c nh khng dy c ti 3 nh cung cp dch v, nhng pha EVN Telecom t v lc quan v u th cnh tranh ca mnh vi phn tch, nu so vi dch v dch v in thoi c nh truyn thng, vic trin khai dch v v tuyn c nh khng dy c th tit kim n 90% chi ph u t v 92% v thi gian trin khai v cung cp dch v. V vy, trong thi gian gn y, dch v ny lun c mc tng trng rt mnh v cao hn khong 12% so vi dch v in thoi c nh truyn thng.

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IPO ngnh vin thng Qu trnh c phn ha cc doanh nghip vin thng bt u t nm 2005 sau khi c Chnh ph ph duyt k hoch vo nm 2004, v lnh vc c phn ha u tin l cc doanh nghip cung cp dch v c h tng mng (FBO) trong c Vinaphone, MobiFone v Viettel. T nm 2005 ti thi im ny ch c Cng ty Thng tin Di ng VMS - n v s hu mng MobileFone a ra l trnh c phn ho doanh nghip. VinaFone v Viettel vn ang nm ch s c phn ho ca MobileFone. Phi mt hn 1 nm, n c phn ha doanh nghip vin thng u tin mi c xy dng v ph duyt. Vic c phn ho MobileFone c ngha quan trng, gp phn m ng cho vic c phn ha nhng doanh nghip khc. Tuy nhin, c qu nhiu kh khn v c s chm tr trong vic thc hin n c phn ha tng nh n hi kt ny. n tn thng 09/2007 va qua, doanh nghip ny mi kt thc vic mi thu rng ri i vi vic chn nh t vn c phn ha. Trong c 6 nh thu iu kin vo vng u thu tip theo gm Credit Suisse, Goldman Sachs, Rothschild & Sons, UBS, Morgan Stanley v Deutsche Bank. Theo k hoch, nhanh nht cng phi cui qu II hoc u qu III/2008 mi c th nh gi IPO. Tim nng IPO ngnh vin thng Vi dn s trn 80 triu ngi v t l tng trng GDP hng nm trn 8%, th trng vin thng Vit Nam vn cn rt nhiu tim nng cho cc nh khai thc dch v thng tin di ng. Vit Nam lun duy tr mc tng trng 60%-70%/nm, c xp vo nc c mc tng trng cao trn th gii v vin thng di ng, ch ng sau Trung Quc. Vit Nam c mt nn kinh t vi tim nng tng trng mnh, dn s tr nht khu vc v am m nhng cng ngh mi. Vi khong trn 30 triu thu bao hin c so vi nng lc ln n 50 triu thu bao vo nm 2010, th th trng Vit Nam vn cha n im bo ha. Do vy, giai on 2008-2010 chnh l thi im ngnh vin thng xc nh th phn trc khi th trng i vo th n nh v mt trong nhng v kh ch lc khng g khc hn l gi cc. Trong nm ti, nu tt c cc mng di ng u tin hnh gim gi cc th cuc ua trn th trng s ngy cng tr nn quyt lit hn. Tuy nhin cht lng dch v, s a dng cc dch v gi tr gia tng, ch chm sc khch hng s l bc hu thun cn thit gip cc i gia trn th trng vin thng duy tr v tr hin c v chuyn mnh cc thu bao o thnh thu bao thc. Theo kt qu c Altimo cng b, Nam v ng s l khu vc u t trng im trong giai on 2008-2012 nh c nn kinh t pht trin bn vng, s lng thu bao v mt s dng in thoi di ng gia tng. c bit, Philippines, Indonesia v Vit Nam s l 3 th trng ng u v u t vin thng di ng trong tng lai gn. Tim nng pht trin l vy, tuy nhin thc t hin nay, vn cng ngh v c s h tng trong ngnh vin thng cng l vn di vi cc doanh nghip. Vic u t xy dng c s h tng khng ng b vi tc pht trin thu bao dn n mng b qu ti, nghn mch mt s khu vc. Mt s ni c nhu cu s dng nhng tin ch ca dch v vin thng, tuy nhin do c s h tng cha p ng c yu cu ca ngi s dng. Hn na nng cao cht lng dch v trong ngnh vin thng, m bo p ng nhng nhu cu tt nht cho ngi s dng, tip cn c cng ngh khoa hc tin tin trn th gii th vic u t xy dng cho c s h tng v u t cng ngh mi cng l vn m cc doanh nghip trong ngnh vin thng hng ti.

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Ngnh vin thng Vit Nam

Nh vy ngnh vin thng l ngnh hot ng hiu qu v c nhiu tim nng tng trng cao trong thi gian ti. V vy vic IPO cc doanh nghip trong ngnh vin thng to ra mt ngun vn ln t bn ngoi gip cc doanh nghip trong ngnh vin thng tn dng c tim nng pht trin trong ngnh, m rng mng li p ng nhu cu ngy cng cao ca ngi tiu dng, gp phn nng cao cht lng dch v. Chnh nh nhng tim nng pht trin mnh m ca ngnh vin thng m vic IPO ca ngnh ny thu ht s quan tm ca cc nh u t nc ngoi. Sau khi c nhng thng tin c phn ha Cng ty Vin thng Di ng (VMS), ch s hu mng Mobifone, nhiu tp on vin thng nc ngoi ln ting sn sng b s tin ln s hu c phn ca Cng ty ny. Theo B Bu chnh Vin thng, hin hn 10 hng vin thng tim nng, c nhiu kinh nghim trn thng trng quc t ang c nh u t vo Vit Nam. y l mt s du hiu cho thy doanh nghip nc ngoi ang mt ti ngnh vin thng, v ch cn lm le ch thi im Vit Nam chnh thc bt n xanh. Hng vin thng Php hin ang mt n MobiFone, trc thuc i gia vin thng quc gia Tp on Bu chnh Vin thng Vit Nam (VNPT). MobiFone d kin s l hng di ng u tin m ca n ngun vn nc ngoi. Vit Nam c dn s tr, yu cng ngh. Nhu cu cc dch v a phng tin tc cao v gi tr gia tng ang ln cao, Tng Gim c iu hnh Dennis Lui ca Hutchison Telecom, tng ni. CEO Lombard ca France Telecom cho bit t nay n nm 2012, Chnh ph Vit Nam phn u t t l thm nhp ca di ng v c nh tng t 35 n 60%. Hin h vn cha r 49% c phn trong MobiFone s thuc v France Telecom hay bt c i tc nc ngoi no. Tuy nhin, nhng con s trn ngy cng hp dn cc nh u t. Bi bo trn Economic Times cho rng cn rt nhiu c hi pht trin Vit Nam. VinaPhone, mt cng ty khc thuc VNPT v hng vin thng qun i Viettel cng ang d kin m ca cho cc cng ty nc ngoi. R rng cc nh u t nc ngoi ang rt n ch cc t IPO ca cc doanh nghip trong ngnh vin thng Vit Nam. Thng qua s u t ca cc doanh nghip nc ngoi, doanh nghip vin thng trong nc mt mt thu ht c vn t nc ngoi, mt khc c c hi nng cao nng lc qun l v kinh doanh nng cao nng lc cnh tranh. Nhng ri ro tim n Theo kho st v trin vng hp dn cc nh u t c phiu ngnh hng th ngnh vin thng ng th ba sau ngnh Ti chnh - Ngn hng v ngnh Du kh vi t l 10,7%. iu cho thy gii u t t kh nhiu k vng vo c phiu ngnh vin thng. Tuy nhin vi s m ca hi nhp kinh t ca Vit Nam hin nay, s thu ht ngy cng nhiu cc doanh nghip nc ngoi b vn u t, trong ngnh vin thng l mt mnh t kh mu m i vi cc cng ty ny. Do vy, cng vi s pht trin ca nn kinh t trong tng lai, cng nh nhiu doanh nghip Vit Nam khc, ngnh vin thng s ng trc s cnh tran v cng gay gt, i hi Ban lnh o cng ty phi c nhng quyt nh ng ng v chnh xc. Mt khc, ngnh vin thng l mt ngnh i hi c nhiu vn v cht xm, c gi tr sn phm cng nh kh nng sinh li cao. Nhng chnh hm lng cht xm li l mt trong nhng hn ch ln nht ca cc doanh nghip vin thng Vit Nam hin nay, trong khi tui i cng ngh rt khc nghit, nht l trong p lc hi nhp nu trn. Bn cnh , trong hon cnh th trng chng khon giai on hin nay ang i xung. Vnindex ang mt im mnh m v xung di mc 550 im. Tm l nh u t hoang mang v khng cn mn m nhiu vi c phiu c bit l cc c phiu IPO ln u ra cng chng.

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Ngnh vin thng Vit Nam

Do m vic IPO trong giai on hin nay s gp nhng kh khn nht nh. Theo thng k, nm 2007 c 179 cng ty cho bn ti 2.46 t c phiu, tng ng vi trn 48 nghn t ng, nhiu gp 25 ln so vi nm trc. Ch tnh t u thng 12 ti nay, gn nh ngy no cng c cng ty nim yt a vo giao dch b sung c phiu pht hnh thm vi khi lng cc ln. C th SMC pht hnh gn 2.5 triu c phiu; TS4 pht hnh b sung 2.5 triu c phiu; VTB pht hnh b sung hn 4 triu c phiu; BT6 pht hnh thm gn 1 triu c phiu; CTN va nim yt b sung gn 2 triu c phiu... Ngun cung c phiu thng m cc cng ty tung ra cn ln hn rt nhiu. n c nh VIC vi 40 triu c phiu; SSI 40 triu c phiu; Ha Pht d kin 50 triu c phiu. l cha k n s dn dp ca cc v IPO ln. Nh vy ngun cung khng l qu ln khin th trng bi thc. Vn t ra trong thi im hin nay vic IPO ca cc doanh nghip vin thng trong nm 2008 c kh nng thnh cng hay khng nu nh th trng chng khon vn tip tc ko di tnh trng tut dc khng phanh nh hin nay?

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Ngnh vin thng Vit Nam

Ngun ti liu tham kho

B Thng tin v truyn thng (http://mic.gov.vn) Trung tm Internet Vit Nam (www.vnnic.vn) Tp ch Bu chnh Vin thng (www.tapchibcvt.gov.vn) Bo in t ca bo Bu in (www.ictnews.vn) Vietnamnet (http://vietnamnet.vn) VnExpress (http://vnexpress.net) Din n Ti chnh - chuyn mc Bo Din n Doanh nghip Cc website:

Tng cng ty Bu chnh Vin thng Vit Nam (www.vnpt.com.vn) Tng cng ty Vin thng Qun i (www.vietteltelecom.vn) Cng ty c phn dch v Bu chnh, Vin thng Si Gn (www.spt.vn) Cng ty c phn Vin thng H Ni (www.hinet.net.vn) Cng ty thng tin Vin thng in lc (www.enet.vn) www.vneconomy.vn www.vir.com.vn www.baothuongmai.com.vn www.saga.vn

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