통신시장환경변화에따른통신요금및가계통신비정책방향연구 2010. 11

1.,,.,.,. 2010...,,..,,,.,

2.,. 2010 11

3 1 13 1 19 2 20 1 20 1. 20 2. 22 2 28 1. 28 2. 33 3. 40 4. 41 3 43 1 43 1. 43 2. 44 2 45 1. 45 2. 56 3 61

4 1. 61 2. 81 4 89 1. 89 2. 92 3. 96 4 99 1 99 1. MVNO 99 2. MVNO 101 3. 103 2 104 1. 104 2. 107 3 111 1. 111 2. 114 5 118 1 118 1. 118 2. 121 2 125 1. 125 2. 127 3. 130

5 4. 132 5. 134 6. 136 7. 138 3 140 1. 140 2. All-IP 141 6 143 145

6 2 1 32 2 2 M&A 34 2 3 KT 36 2 4 SK T 37 2 5 yo 38 2 6 OPMD 39 3 1 () 47 3 2 () 48 3 3 () 49 3 4 () 50 3 5 () 52 3 6 () 53 3 7 () 54 3 8 () 55 3 9 56 3 10 56 3 11 57 3 12 58 3 13 (2005=100) 59 3 14 ( ) 62

7 3 15 63 3 16 63 3 17 64 3 18 ( ) 65 3 19 65 3 20 66 3 21 66 3 22 ( ) 67 3 23 75 68 3 24 75 69 3 25 70 3 26 (2010 5 ) 72 3 27 (2010 5 ) 73 3 28 (2009 10 ) 74 3 29 RPM MOU 75 3 30 76 3 31 77 3 32 OECD 77 3 33 78 3 34 ( ) 79 3 35 (OECD ) 80 3 36 81 3 37 83 3 38 84 3 39 85

8 3 40 1MB 87 3 41 100MB 88 3 42 2008 89 3 43 0928 90 3 44 0928 91 3 45 92 3 46 0928 94 3 47 0928 95 3 48 0928 95 3 49 () 96 3 50 96 3 51 2007 98 4 1 MVNO 99 4 2 MVNO MVNO 100 4 3 22 MVNO HHI, 102 4 4 MVNO HHI 103 4 5 KT 108 4 6 SKT OPMD 111 4 7 FMC/FMS 112 4 8 30 200 113 4 9 KT 115 4 10 116 5 1 (1997. 1 12) 119 5 2 (2009. 12. 30) 119 5 3 120

9 5 4 BT 128 5 5 130 5 6 20062010 131 5 7 Telstra 132 5 8 Telefonica 136 5 9 CMT 4 137 5 10 138

10 2 1 20 2 2 21 2 3 22 2 4 22 2 5 23 2 6 23 2 7 24 2 8 25 2 9 25 2 10 26 2 11 26 2 12 27 2 13 3 (HHI) 28 2 14 30 2 15 31 2 16 33 3 1 2 () 46 3 2 2 () 46 3 3 2 () 51 3 4 2 () 51 3 5 59 3 6 60

11 3 7 70 3 8 97 3 9 2007 98 4 1 MVNO 100 4 2 106 4 3 KT 109 4 4 yo 110

13 1. 2009.,. 2010 3.,,,.,.,... 2.

14..,. 3..,., SK, KT, LG 3 ( ).,... 2010 3, (MVNO)..,,.,.,.

15 2009 4,.,. OECD.,. 2008, 2010 5. 2009 9 2010 2 3.. 2010 3 MVNO, 2010 11 MVNO. MVNO,.,.,..,.,, OPMD., FMC/FMS.,

16.,.. 2010 3,..,,,.,... 10 3,. All-IP,, QoS,. 4.

17.,.. All-IP.

1 19 1 2009.,. 2010 3.,,,.,.,.... 2, 3. 4, 5. 6.

20 2 1 1.., 2009 27 9,029 2008 27 6,046 1.1%,.,, 2006 5.1%. 2 1 : 1) 2),,, :

2 21, 2009 68.4%, 16.9%( 10.6%, 2.4%, 2.1%, 1.8%), 14.7%. 2005,. 2 2 : 2008 2 SKT, 2009 6 KT-KTF, 2010 1 LG 3, 3 ( ). 3 2009 96.6%., 2009 SK 43.2%, KT 39.2%, LG 14.2%. SK LG, KT.

22 2 3 : 2.. 1) 2009 4,794 2008 4,561 5.1%,. 2 4 :

2 23 2009 19 856, 2008 18 3,603 4.0%,., 2 4.0%. 2 5 : 2), 2009 SKT 50.6%, KT 31.3%, 2 6 (a) (b) :

24 LGU+ 18.1%, 2006. 2009 SKT 55.4%, KT 29.4%, LGU+ 15.2%.. 1) 2009 2,009 2008 2,213 9.2%., 2006 0.9%,. 2 7 : 2009 4 7,167, 2008 5 1,492 8.4%,.,,,,.

2 25 2 8 : 2), 2009 KT 89.8%, SKB 8.4%, LGU+ 1.7%. 2005 KT,. 2009 2 9 (a) (b) :

26 KT 91.6%, SKB 5.7%, LGU+ 2.7%.. 1) 2009 1,635 2008 1,547 5.7%,. 2 10 : 2 11 :

2 27 2009 4 1,006, 2008 4 951 0.1%,.,, 2006 15.6%. 2009 (0.1%) (5.7%). 2), 2009 KT 42.5%, SKB 23.5%, LGU+ 15.4%, 18.5%. 2005 KT, LGU+. 2009 KT 45.0%, SKB 22.6%, LGU+ 15.5%, 17.0%. 2 12 (a) (b) :,,, :

28 2 1) 1.. (MVNO) 2000, 3.,,. 2 13 3 (HHI) : (2010), p.2., 2009 9 MVNO(Mobile Virtual Network Operator) 2) 1), 4

2 29. 3), 2010 3 MVNO,. 2010 11, SK,, MVNO 31 44%. 2010 11... 1) /,.,,,,., /,,, /. 2) MVNO(Mobile Virtual Network Operator) (MNO: Mobile Network Operator) 3) (2009), p.1.

30. ( ),, OS, /.,,,,. 2) / 2009 11,. /, /OS, /,,. 2 14 (:, %) :

2 31, 2009 50( 1.04%), 2010 9 442( 8.8%). 2009 11 333TB 2010 7 916TB 175%. 2 15 (: TB) :, 1 271MB 3.2. 4). (SNS: Social Network Service),,, (App Store). 5) 4), ( 10. 11. 10) 5) KT (2010)

32.,..,.. /OS.. / (walled garden). 2 1 / /OS / B2B, OS,, (walled garden), ( ),

2 33 2.. KT 1996. M&A KT, SK, LG 3. 2009 6 KT KTF ( KT), 2010 1 LGT, LG, LG ( LG ) 3 (KT, SK, LG ). 2 16 :,, : 2009 (2010),,. 6) 6) 2010 4, 3 831 2008 1

34.,. 2007 12 SK ( SK ), 2009 1 KT KTF, 2010 1 LG 3 LGT, LG, LG, LG. 2 2 M&A KT SK LGU+ KT KTF KT SKT SK SK (/// ),, IPTV, (/// ), IPTV //, DMB (KTF) ( 09 6 ) KT (TRS ), ( ) SK ( 09. 5 ) SKT ( SK ) ( 07. 12) TU ( 10. 7 ) LGT LGT LG, LG LG U+ LG (/// ),, IPTV ( 10. 1 ) LG, LG ( 03) 202 629 2 412%. 831 (2010 4, ) 45.5%, (SO) ( (2010),, 9, vol 54)

2 35 3. DPS( + ), TPS( + + ), QPS( + + + ),...,...,. (DPS, TPS, QPS ),., ( ). 2 (, SMS, ). ( ), OPMD(one person multi device) 7). 7) OPMD(one person multi device)

36 1) 2010, KT, SK. LG 50%., KT. KT,., LM 100 14.5 /10. 2 3 KT IPTV 42,000 65,000 100,000 100M /LM (, LM 100 ) 6 (//) : 1) IPTV, / 3,000 /8,000 2) Small, Medium(90,000, 110,000 ), Lagre(120,000 160,000 ), 2 5 3) QOOK SHOW, QOOK 42,000 + SHOW 65,000 = 107,000 olleh 100,000 (7,000 ) : KT 3G e-book, PC. (KT ).

2 37, IPTV 3. KT 2010 5 7. KT SK T. SK SK ( ),. 2 4 SK T 2 200 8,000 3 4 200 : 1) 200 ( 8,000 / 200 ) 2) ( 20,000 /3 ) 3) T-login ( 24,000, 1GB ) : SKT (T-login ) (T-login ) 20,000 28,000 TB. LG yo

38 (/, SMS, ( )),,, IPTV.,, (1: 5%, 1 : 10%). IPTV 3,. 2 5 yo yo ( ) yo yo 9 16 9 44% 1 2 yo 12 24 12 50% 1 3 yo 15 30 15 50% 1 5 : LGU+, 070, OZ 070, TV, 8), yo., (, IPTV, ), SMS,. 2) 8),.

2 39. 2 (, SMS, )... 9) (Tethering) 10) SKT, KT 2010., OPMD(one person multi device). KT OPMD., SKT OPMD, PC OPMD KT. T (OPMD ) PC. 11) 2 6 OPMD SKT KT OPMD T : 9) KT. 10) PC. 11) (2010. 11. 14) OPMD

40 3. 2000. 2009 (Wi-Fi) VoIP FMC(Fixed Mobile Convergence) FMS(Fixed Mobile Substitution)., 1 SK 2009 11 FMS, KT 2009 10 Wi-Fi FMC. SK FMS T Zone 2010 9 216, 8.5%., KT FMC olleh 2010 9 45, 2.8%. 12) Skype m-voip, 3G.,.,,. Wi-Fi,. 12)

2 41 4. 3 ( ) 3..,. 1995., 2010 3. KT SK.,., (2009. 9). 2010 3.. 38 ( ) ( ) ( ).

42 ( ) ( ).... ( ). 90, 30.. 5 4.,.

3 43 3 1 1.,,,. = ( : ),, ( : MOU),.,,. 13),,.,.. IPTV 13) (2009), pp.25 32

44. IPTV.,, OPMD(One Person Multi Device). 2., 14). RPM(Revenue per minute).,,...,. (2005 ). 14), (2009), pp.32 36

3 45 10 = 10 (P 10) 10 (Q 10) 10 = 10 ( 10 (P 10) 05 (P 05)) = 05 (P 05) 10 (Q 10),. 2 2 15),. 1.. 1) 2 () 2009 2 136,303 (2,322,591 ) 5.9%. 2008, 2005. 2007 139,395 2009 136,303 2.2%, 15) 2,. 1 2006, 2003.,

46 2007 6.5% 2009 5.9% 0.6%p. 3 1 2 () :, (2, ) 2 2007 3 138,359 2010 3 142,821 3.2%, 6.3% 5.8% 0.5%p. 3 2 2 () :, (2, )

3 47 2) (), 1 2007 2009 0.9 10.1%. 3 1 () 2 1 (:, %) 07 09 2005 2006 2007 2008 2009 133,967 135,913 139,395 138,230 136,303 3,092 2.2% 135,788 133,809 133,730 133,780 127,293 6,437 4.8% 134,720 135,042 137,024 136,398 132,681 4,343 3.2% 132,184 134,754 137,859 137,152 136,684 1,175 0.9% 130,251 129,473 129,807 130,121 127,181 2,626 2.0% 131,342 132,496 134,403 134,182 132,836 1,567 1.2% n/a 65,675 64,849 65,965 67,528 2,679 4.1% n/a 41,280 44,002 44,868 40,116 3,886 8.8% n/a 52,205 53,117 53,515 51,450 1,667 3.1% n/a 62,574 62,138 63,009 65,026 2,888 4.6% n/a 38,247 40,639 41,420 36,898 3,741 9.2% n/a 48,686 49,458 49,856 47,945 1,513 3.1% n/a 127,637 130,316 127,534 126,255 4,061 3.1% n/a 116,505 115,811 110,215 104,148 11,663 10.1% n/a 122,776 123,935 119,788 116,555 7,380 6.0% (1 n/a 125,666 128,085 126,135 126,239 1,846 1.4% ) n/a 110,946 110,043 105,929 101,927 8,116 7.4% n/a 119,025 119,860 116,831 115,380 4,480 3.7% : n/a: :, ().

48 3 2 () 2 1 (1 ) 2005 2006 2007 2008 2009 07 09 6.84% 6.65% 6.49% 6.03% 5.87% 0.6%p 7.22% 6.90% 6.79% 6.61% 6.41% 0.4%p 7.00% 6.75% 6.61% 6.25% 6.06% 0.5%p 6.86% 6.68% 6.55% 6.13% 5.97% 0.6%p 7.24% 6.97% 6.84% 6.67% 6.49% 0.3%p 7.02% 6.80% 6.66% 6.34% 6.16% 0.5%p n/a 7.57% 6.88% 6.48% 6.37% 0.5%p n/a 6.44% 6.13% 5.64% 5.44% 0.7%p n/a 7.03% 6.51% 6.03% 5.91% 0.6%p n/a 7.28% 6.60% 6.30% 6.26% 0.3%p n/a 6.16% 5.89% 5.50% 5.29% 0.6%p n/a 6.73% 6.24% 5.87% 5.76% 0.5%p n/a 6.70% 6.51% 6.06% 5.90% 0.6%p n/a 6.87% 6.73% 6.49% 6.29% 0.4%p n/a 6.77% 6.60% 6.23% 6.05% 0.5%p n/a 6.71% 6.55% 6.15% 5.99% 0.6%p n/a 6.91% 6.75% 6.52% 6.35% 0.4%p n/a 6.80% 6.63% 6.30% 6.12% 0.5%p : n/a: :, (), 2007 3 2010 3., 1, 2007 3 61,348 2010 3 66,179 7.9%.

3 49 3 3 () 2 1 (1 ) (:, %) 07.3Q 10.3Q 07. 3Q 08. 3Q 09. 3Q 10. 3Q 138,359 138,030 135,973 142,821 4,462 3.2% 134,307 133,353 126,993 132,279 2,028 1.5% 136,697 136,114 132,357 138,708 2,011 1.5% 137,123 136,166 136,432 142,911 5,788 4.2% 130,148 129,970 127,481 132,496 2,348 1.8% 134,185 133,562 132,807 138,818 4,633 3.5% 64,363 61,866 67,050 68,231 3,868 6.0% 44,381 45,358 42,212 42,573 1,808 4.1% 53,125 51,902 52,394 54,744 1,619 3.0% 61,348 59,249 64,150 66,179 4,831 7.9% 41,437 42,221 38,520 39,523 1,914 4.6% 49,591 48,708 48,590 51,643 2,052 4.1% 129,374 127,057 125,955 130,721 1,347 1.0% 116,008 109,620 104,411 109,746 6,262 5.4% 123,572 119,236 116,477 121,971 1,601 1.3% 127,354 124,974 125,876 130,420 3,066 2.4% 110,032 105,737 102,606 107,876 2,156 2.0% 119,550 116,101 115,484 120,853 1,303 1.1% :, (),.

50 3 4 () 2 1 (1 ) 07. 3Q 08. 3Q 09. 3Q 10. 3Q 07. 3Q 10. 3Q 6.33% 5.98% 5.77% 5.79% 0.53% 6.77% 6.50% 6.22% 6.12% 0.64% 6.50% 6.18% 5.93% 5.91% 0.58% 6.41% 6.04% 5.87% 5.87% 0.55% 6.82% 6.56% 6.34% 6.24% 0.58% 6.57% 6.24% 6.04% 6.00% 0.57% 6.80% 6.24% 6.53% 6.40% 0.40% 5.92% 5.42% 5.73% 5.61% 0.31% 6.36% 5.78% 6.12% 6.05% 0.30% 6.56% 6.10% 6.40% 6.38% 0.18% 5.83% 5.36% 5.55% 5.15% 0.68% 6.18% 5.68% 5.96% 5.80% 0.37% 6.35% 5.99% 5.82% 5.84% 0.51% 6.69% 6.36% 6.16% 6.07% 0.62% 6.49% 6.14% 5.95% 5.92% 0.56% 6.42% 6.05% 5.91% 5.90% 0.52% 6.72% 6.40% 6.25% 6.12% 0.61% 6.54% 6.19% 6.04% 5.98% 0.56% :, (). 1) 2 () 2009 2 141,179 6.8%. 2008, 2008. 2007 144,332 2009 141,179 1.5%, 2007 7.0% 2009 6.8% 0.2%p.

3 51 3 3 2 () :, (2, ) 2 2007 3 143,269 2010 3 149,009 4.0%, 6.9% 7.0% 0.1%p. 3 4 2 () :, (2, )

52 2) (), 1 2007 2009 0.8 9.9%. 3 5 () 2 1 (1 ) (:, %) 07 09 2005 2006 2007 2008 2009 133,967 137,812 144,332 143,396 141,179 3,153 2.2% 135,788 135,559 137,838 138,478 131,455 6,383 4.6% 134,720 136,880 141,613 141,371 137,270 4,343 3.1% 132,184 136,653 142,711 142,349 141,599 1,112 0.8% 130,251 131,198 133,823 134,804 131,411 2,412 1.8% 131,342 134,321 138,894 139,162 137,474 1,420 1.0% n/a 66,592 66,973 68,734 70,404 3,431 5.1% n/a 41,881 45,731 47,007 41,580 4,151 9.1% n/a 52,948 55,015 55,920 53,501 1,514 2.8% n/a 63,470 64,293 65,568 67,722 3,429 5.3% n/a 38,809 42,135 43,372 38,222 3,913 9.3% n/a 49,392 51,221 52,049 49,812 1,409 2.8% n/a 129,419 134,911 132,344 130,840 4,071 3.0% n/a 118,041 119,443 114,238 107,593 11,850 9.9% n/a 124,450 128,104 124,246 120,640 7,464 5.8% n/a 127,436 132,588 130,939 130,833 1,755 1.3% n/a 112,435 113,501 109,870 105,344 8,157 7.2% n/a 120,669 123,885 121,238 119,448 4,437 3.6% : n/a: :, () 16) 16) 2, 1, 1

3 53. 3 6 () 2 1 (1 ) 2005 2006 2007 2008 2009 07 09 6.84% 6.90% 7.04% 6.86% 6.81% 0.2%p 7.22% 7.17% 7.34% 7.49% 7.41% 0.1%p 7.00% 7.01% 7.16% 7.10% 7.03% 0.1%p 6.86% 6.94% 7.10% 6.98% 6.93% 0.2%p 7.24% 7.24% 7.39% 7.56% 7.51% 0.1%p 7.02% 7.06% 7.22% 7.21% 7.14% 0.1%p n/a 7.82% 7.38% 7.29% 7.31% 0.1%p n/a 6.66% 6.63% 6.38% 6.24% 0.4%p n/a 7.27% 7.01% 6.80% 6.78% 0.2%p n/a 7.54% 7.08% 7.08% 7.18% 0.1%p n/a 6.38% 6.35% 6.22% 6.07% 0.3%p n/a 6.97% 6.71% 6.61% 6.61% 0.1%p n/a 6.95% 7.06% 6.89% 6.85% 0.2%p n/a 7.13% 7.28% 7.35% 7.27% 0.0%p n/a 7.02% 7.15% 7.07% 7.01% 0.1%p n/a 6.97% 7.10% 6.99% 6.94% 0.2%p n/a 7.17% 7.29% 7.39% 7.33% 0.0%p n/a 7.06% 7.18% 7.15% 7.09% 0.1%p : n/a: :, (), 2007 3 2010 3., 1, 2007 3 2007 2009 0.1%

54 63,391 2010 3 69,680 9.9%. 3 7 () 2 1 (1 ) (:, %) 07.3Q 10.3Q 07. 3Q 08. 3Q 09. 3Q 10. 3Q 143,269 142,945 140,750 149,009 5,740 4.0% 138,635 138,233 131,080 137,592 1,043 0.8% 141,368 141,015 136,856 144,555 3,187 2.3% 142,061 141,053 141,247 149,085 7,024 4.9% 134,280 134,799 131,708 137,786 3,506 2.6% 138,783 138,424 137,384 144,645 5,862 4.2% 66,315 63,911 69,206 71,976 5,661 8.5% 46,091 47,943 43,762 44,155 1,936 4.2% 54,940 54,273 54,192 57,352 2,412 4.4% 63,391 61,213 66,277 69,680 6,289 9.9% 42,964 44,572 40,005 41,021 1,943 4.5% 51,329 50,912 50,327 54,052 2,723 5.3% 133,925 131,559 130,350 136,512 2,587 1.9% 119,803 113,881 107,823 114,122 5,681 4.7% 127,795 123,630 120,440 127,172 623 0.5% 131,918 129,435 130,299 136,159 4,241 3.2% 113,573 109,882 106,066 112,162 1,411 1.2% 123,654 120,416 119,476 125,975 2,321 1.9% :, ().

3 55 3 8 () 2 1 (1 ) 07. 3Q 08. 3Q 09. 3Q 10. 3Q 07. 3Q 10. 3Q 6.89% 6.87% 6.72% 6.96% 0.07% 7.36% 7.47% 7.22% 7.34% 0.02% 7.07% 7.10% 6.90% 7.10% 0.02% 6.98% 6.94% 6.84% 7.04% 0.06% 7.41% 7.53% 7.36% 7.48% 0.07% 7.15% 7.17% 7.03% 7.20% 0.05% 7.28% 7.02% 7.40% 7.59% 0.31% 6.41% 6.23% 6.55% 6.66% 0.25% 6.84% 6.57% 6.97% 7.19% 0.34% 7.05% 6.86% 7.27% 7.58% 0.53% 6.29% 6.15% 6.36% 6.11% 0.17% 6.65% 6.46% 6.80% 6.90% 0.24% 6.91% 6.88% 6.77% 7.01% 0.10% 7.28% 7.31% 7.14% 7.27% 0.01% 7.06% 7.05% 6.91% 7.10% 0.05% 6.99% 6.94% 6.87% 7.08% 0.09% 7.30% 7.35% 7.24% 7.32% 0.02% 7.11% 7.10% 7.01% 7.17% 0.06% :, (). ( ). 2 2007 133,010 2009 120,836 9.2% ( +7.6%).

56 3 9 (:, %) 07 09 2005 2006 2007 2008 2009 () 133,967 135,913 139,395 138,230 136,303 3,092 2.2% () 133,967 132,987 133,010 126,007 120,836 12,175 9.2% 100.0 102.2 104.8 109.7 112.8 +8.0 +7.6% : () = ()/ 100 2 2007 3 131,395 2010 3 122,488 6.8% ( +10.7%). 3 10 (:, %) 07. 3Q 10. 3Q 07. 3Q 08. 3Q 09. 3Q 10.3Q () 138,359 138,030 135,973 142,821 +4,462 +3.2% () 131,395 124,239 120,011 122,488 8,907 6.8% 105.3 111.1 113.3 116.6 +11.3 +10.7% : () = ()/ 100 2.., (Laspeyres Formula). 17),., 17), (http://kosis.kr/metadata/main.jsp?c_id=1964001)

3 57 3 11. 3 11 60.2 0.1 3.6 56.5 33.8 6.3 5.1 11.3 : 1) 2) ( ) 3), LM, :, (2009 ). 18),,.. 2007 96.7 2009 95.2 1.6%, 2003., 5% (56.1%), (10.5%), (8.5%), (5.3%), LM (5.3%),, LM 2005. 18) ( ),, 2 (, : (2010))

58 2007 2009 16.1%, 11.5%. 3 12 (2005=100) 2005 2006 2007 2008 2009 07 09 100.0% 100.0 98.7 96.7 95.3 95.2 1.6% 0.2% 100.0 101.0 106.0 106.0 106.0 0.0% 0.2% 100.0 101.0 106.0 106.0 106.0 0.0% 6.0% 100.0 78.7 62.8 59.1 57.1 9.1% 0.7% 100.0 98.8 97.7 97.3 100.0 2.4% 5.3% 100.0 76.2 58.5 54.3 51.8 11.5% 93.9% 100.0 100.0 98.9 97.6 97.6 1.3% 3.7% 100.0 100.0 100.0 100.0 100.0 0.0% 2.7% 100.0 100.0 100.0 100.0 100.0 0.0% 3.5% 100.0 100.0 100.0 100.0 100.0 0.0% 0.5% 100.0 100.0 100.0 100.0 100.0 0.0% 2.3% 100.0 100.0 100.0 100.0 100.0 0.0% 56.1% 100.0 100.0 100.0 100.0 100.0 0.0% LM 5.3% 100.0 100.0 100.0 100.0 100.0 0.0% 0.8% 100.0 100.0 100.0 100.0 100.0 0.0% 10.5% 100.0 100.0 100.0 100.0 100.0 0.0% 8.5% 100.0 100.0 87.6 73.7 73.5 16.1% : :, (2005 = 100) 2007 3 96.7 2010 3 94.2 2.6%, 2008., (16.9% ) (13.6% ), (1.5% ),.

3 59 3 5 : 1) 2) 2007 1 2010 3 :, (2005=100) ( ) 2007 104.8 2009 112.8 7.6%, 11. 3 13 (2005=100) (2005 = 100) 2005 2006 2007 2008 2009 07 09 100 102.2 104.8 109.7 112.8 7.6% 100 98.7 96.7 95.3 95.2 1.6% 100 100.5 103 108.2 116.3 12.9% 100 99.8 100.2 100.8 101.9 1.7% 100 102.7 105.4 108.1 113.6 7.8% 100 102.9 105.2 109.7 110.9 5.4%

60 (2005 = 100) 2005 2006 2007 2008 2009 07 09 100 101.8 105.9 111.2 116.3 9.8% 100 102 103.8 105.8 108.1 4.1% 100 104.6 108.4 117.9 113.7 4.9% 100 97.9 96.4 98 100.3 4.0% 100 104.9 111.2 117.2 120.1 8.0% 100 101.9 103.8 108.8 113 8.9% 100 104.9 109.2 119.1 127.9 17.1% : :, (2005=100) ( ) 2007 3 105.3 2010 3 116.6 10.7%, 11. 3 6 : :, (2005=100)

3 61 3 1.. OECD 1) OECD, 2 OECD Communi- cations Outlook. 19) OECD,,,., 20). 1,.,,,,.,,. OECD 2010 3,,,., 2010 3 OECD.,, 3 (36). 19) OECD Communications Outlook (2009, 2011 ) 20) 1 2, (incumbent)

62.,. = ( ij ij) ij= ij i i j, i (ML, MM), j (peak, off-peak, ) OECD 2010 3 SMS 3 4,, 3 14 6. 3 14 ( ) 10 3 SMS( ) MMS( ) SMS( ) 30 (44 ) 33 0.67 30 Calls 30 (50 ) 100 100 Calls 100 (188 ) 140 65 (114 ) 50 0.67 300 Calls 300 (569 ) 225 140 (246 ) 55 1 900 Calls 900 (1,787 ) 350 : 2010 3 MMS : 1) OECD(2010), p.14 2) Teligen(2010.5), T-Basket 40 Calls() 40 (75 ) 60 400 8 (15 ) 400., OECD., ML, ML, MM, MM, 21) 21) ML: (Mobile) (Land), MM:, MM :

3 63, SMS. SMS 3 15. 3 15 ML ML MM MM 30 Calls 11.2% 4.8% 55% 25% 4% 53% 47% 100 Calls 11.9% 5.1% 52% 28% 3% 51% 49% 300 Calls 9.8% 4.2% 46% 37% 3% 50% 50% 900 Calls 9.8% 4.2% 55% 28% 3% 50% 50% 40 Calls() 9.8% 4.2% 64% 18% 4% 53% 47% 400 5.6% 2.4% 55% 25% 12% 50% 50% : 1) OECD(2010), p.14 2) Teligen(2010. 5), T-Basket peak, off-peak,, 3 16. 3 16 Peak Off-peak Peak Off-peak 30 Calls 46% 29% 25% 100 Calls 51% 26% 23% 300 Calls 49% 32% 19% 900 Calls 49% 32% 19% 66% 34% 40 Calls() 46% 29% 25% 400 46% 29% 25% : OECD(2010), p.14

64 3 17., 30 Calls ML() 2.0. 3 17 ML/ MM MM 30 Calls 2.0 1.6 1.7 0.9 100 Calls 2.1 1.9 1.8 1.0 300 Calls 2.0 2.0 1.8 1.0 900 Calls 1.9 2.1 1.9 1.1 40 Calls() 1.9 1.9 2.0 0.9 400 1.6 2.2 1.6 1.1 : (minutes). 1.5 1 30 : OECD(2010), p.14, 5 (60). 22) LM,.,. OECD 2010 3 3 4,, 3 18 6. 22) (tradable asset) 20

3 65 3 18 ( ) 10 3 50 197 20 Calls 20 63 100 386 60 Calls 60 190 140 Calls 140 520 200 721 420 Calls 420 1,968 SOHO 150 296 100 Calls 100 206 SME 233 475 260 Calls 260 606 : 1) OECD(2010), p.10 2) Teligen(2010. 5), T-Basket LL, LL, LM, 23), 3 19. 3 19 LL LL LM 20 Calls 61% 20% 17% 2% 60 Calls 60% 15% 21% 4% 140 Calls 58% 15% 23% 4% 420 Calls 73% 17% 8% 2% 100 Calls( ) 48% 19% 30% 3% 260 Calls( ) 43% 23% 25% 9% : OECD(2010), p.10. LL/ LM,,, peak off-peak, 3 20 23) LL: (Land) (Land), LM: (Land) (Mobile)

66. 3 20 LL/ LM Peak Off-peak 20 Calls 53% 25% 22% 45% 28% 27% 45% 55% 60 Calls 60% 22% 18% 57% 22% 21% 44% 56% 140 Calls 52% 26% 22% 46% 27% 27% 47% 53% 420 Calls 52% 26% 22% 46% 27% 27% 47% 53% 100 Calls( ) 69% 17% 14% 69% 18% 13% 75% 25% 260 Calls( ) 75% 15% 10% 77% 14% 9% 87% 13% : OECD(2010), pp.10 11 3 21,., 20 Calls LL() 2.6. 3 21 LL LL LM LL Peak 20 Calls 2.6 4.0 2.6 4.0 6.3 5.4 1.5 2.1 1.3 4.6 6.2 60 Calls 2.6 3.8 2.9 4.1 6.4 6.4 1.9 2.4 1.9 4.7 6.8 140 Calls 3.1 4.8 3.7 4.7 7.6 7.1 1.7 2.3 2.1 4.7 6.8 420 Calls 3.6 5.4 5.4 5.3 8.1 8.1 1.8 2.3 2.3 5.0 8.1 100 Calls ( ) 260 Calls ( ) Offpeak 1.9 2.3 2.1 2.3 3.3 3.3 1.6 1.9 1.5 3.2 5.4 1.2.0 2.8 3.1 2.4 2.7 3.4 1.7 2.2 1.9 3.7 4.1 : OECD(2010), pp.11 12

3 67 OECD, ADSL,, FTTx. 24) OECD 2010 3 4, 3 22. 3 22 ( ) 10 3 (: GB, ) 256Kbps 2Mbps >0.25Mbps 2 10 6 30 >2.5Mbps 6 15 18 45 2.5 10Mbps >15Mbps 11 20 33 60 12 32Mbps >30Mbps 14 25 42 75 35Mbps >45Mbps 18 30 54 90 : OECD(2010), p.17 2010 3 OECD 2010 3,,. OECD (call duration),., OECD 2010 3. 24) ( ),

68, 75 3 23. 75, 60 120, 20 80, 1 75. 3 23 75 60 20 1 : OECD(2010), p.4. (75 /60 )=2=120 (75 /20 )=4=80 (75 /75 )=75=75 OECD ( 1)/2., n, 0 (n 1)., (n 1)/2,. 25) 75 (: 18 /10 ) =(75 /10 ) 18 /10 =80 18 /10 =144 =(75 + (101)/2) 1.8 /1 =79.5 1.8 /1 =143.1 25) OECD 2009 12 42 WPCISP T-Basket, 20 60 (penalty) (, 2010, p.36)

3 69 3 24 75 60 (75 /60 )=2=120 75 + (601)/2=104.5 15.5 20 (75 /20 )=4=80 75 + (201)/2=84.5 +4.5 1 (75 /75 )=75=75 75 + (11)/2=75 : OECD(2010), p.5. OECD,.,., OECD.,., OECD,. (A) = Log(10 N 1.5 ) / Log(10 V), N, V. V d = V (A) D, V, V d, D

70 3 7 : OECD(2010), p.7.,. V d, V d (V-V d ). () 14. OECD, 3 25 7. 3 25 () (: km) 3 7 12 17 22 27 40 75 110 135 175 250 350 490 10 15 20 25 30 50 100 : 1. OECD(2010), p.8. 2. Teligen(2010.5), T-Basket

3 71 2) OECD 2010 3 SIM-only. 3 26. 30/100/300/900 Calls 400, SIM-only, 40 Calls(). 30 100 PPP $15.8 $29.0 OECD 30 15, OECD 94.4%, 92.1%. 300 Calls $63.3 OECD 30 19, OECD ($59.7) 105.9%. 900 Calls $72.6 11, OECD ($119.4) 60.8%. 400 8 400 $15.0 12, OECD ($24.4) 61.5%. 40 Calls() $26.9, OECD ($21.6) 124.6%.

72 3 26 (2010 5 ) + + Sim-only + Sim-only + + Sim-only ( ) (: USD PPP, %) 30 100 300 900 40() 400SMS 17 15 12 13 23 4 (a) 19.4 41.7 81.1 203.1 26.9 15.0 OECD(b) 21.0 47.2 120.1 324.4 21.6 33.4 a/b 92.4% 88.4% 67.5% 62.6% 124.6% 44.9% 11 9 16 10 11 10 (a) 15.8 29.0 63.3 72.6 16.6 15.7 OECD(b) 21.5 37.3 64.4 128.6 22.0 31.6 a/b 73.3% 77.6% 98.3% 56.4% 75.6% 49.8% 14 12 18 10 15 11 (a) 15.8 29.0 63.3 72.6 16.6 15.0 OECD(b) 17.6 33.9 61.5 123.2 17.6 26.0 a/b 89.6% 85.5% 102.9% 58.9% 94.3% 57.6% 18 16 13 13 23 4 (a) 19.4 41.7 81.1 203.1 26.9 15.0 OECD(b) 20.8 46.7 119.0 321.4 21.5 32.3 a/b 93.1% 89.4% 68.1% 63.2% 125.3% 46.4% 12 13 18 11 12 11 (a) 15.8 29.0 63.3 72.6 16.6 15.7 OECD(b) 20.2 34.3 62.1 123.0 20.6 30.4 a/b 77.9% 84.5% 102.0% 59.0% 80.6% 51.8% 15 15 19 11 16 12 (a) 15.8 29.0 63.3 72.6 16.6 15.0 OECD(b) 16.7 31.5 59.7 119.4 16.8 24.4 a/b 94.4% 92.1% 105.9% 60.8% 99.0% 61.5% : 1) 2) 3) OECD OECD 29 : Teligen(2010. 5), T-Basket

3 73 20 60 20 Calls 60 Calls PPP $12.7 $27.4 OECD 30 2 5, OECD 52.4%, 77.7%., 140 420 140 Calls 420 Calls PPP $56.0 $125.6 OECD 100.2%, 145.5%., 100 100 Calls OECD 63.0%, 260 Calls OECD 113.4%. 3 27 (2010 5 ) (a) OECD (b) (: USD PPP, %) 20 Calls 2 12.7 24.2 52.4% 60 Calls 5 27.4 35.2 77.7% 140 Calls 14 56.0 55.8 100.2% 420 Calls 26 125.6 86.3 145.5% 100 Calls 3 29.9 47.4 63.0% 260 Calls 21 110.0 97.1 113.4% : 1) 2) 3) OECD OECD 29 : Teligen(2010. 5), T-Basket a/b

74 26) 2.5 10Mbps PPP $36.26 OECD 29 15, OECD ($42.14) 86.0%. (12 32Mbps) (35Mbps ) OECD 54.9% 53.6%. 3 28 (2009 10 ) (: USD PPP, %) (a) OECD (b) 2.5 10Mbps 15 36.26 42.14 86.0% 12 32Mbps 7 37.59 68.50 54.9% 35Mbps 3 39.94 74.49 53.6% : 1) 2) 3) 29, 21 4) OECD : OECD Broadband Portal(http://www.oecd.org/sti/ict/broadband) a/b. 1) Global Wireless Matrix, (RPM: Revenue per minute),. RPM (ARPU: Average revenue per units) (MOU: Minutes of use) 26) 2010 3,

3 75. RPM = ARPU MOU = ( /) (/) = 2) RPM 2010 2 $0.09 OECD 26 8, 25 ($0.12) 76.0%., MOU 2010 2 295 OECD 26 3, 25 (216 ) 136.8%. 3 29 RPM MOU RPM MOU OECD 25 (: US$,, %) RPM(US$) 8 0.09 0.12 76.0% MOU( ) 3 295 216 136.8% : 1) OECD 30,,, 2) RPM 1, MOU 1 : Merrill Lych(2010), p.78, p.86.. 1), 7 27). ( ),,, (DSL, CATV, FTTH), IPTV, FMC 27), (), (), (), ( ), (), ( )

76, 1.,.,, OECD.,.,. 3 30 : (2010), p.2. (,, ) OECD. OECD ( ).,.

3 77 3 31 ( / ) ( / ) (/ ) 44 7( 3 ) 99 355( 140 ) 16,000 246 620( 235 ) : 1), i ( ) SMS 2) SMS, : (2010), pp.16 17.,.,.,, OECD.. OECD 2010 3, 28) 3 32 OECD () (SOHO) ( ) ( ) LL LM LL LM 100 (100%) 150 (100%) : 75 (75%) 101 (67%) 23 (23%) 44 (29%) 2 (2%) 6 (4%) 386 (100%) 296 (100%) 330 (85%) 207 (70%) 43 (11%) 71 (24%) 13 (3%) 19 (6%) 28) 2010 10 OECD., 1 8, 3, LM 1.5, 2010 3

78, SOHO. 2) 2010 3 10. 2010 10,. 29) 7 2 3., 16,990 (3 ), 24,272 (3 ), 35,194 (2 ), 6 70.6%, 77.9%, 75.7%.,,. 3 33 (a) 6 (b) (: /, %) (a/b) 3 16,990 24,070 70.6% 3 24,272 31,149 77.9% 2 35,194 46,521 75.7% 3 16,990 25,283 67.2% 3 30,340 45,307 67.0% 2 60,680 81,513 74.4% : 1) 1, 7 2), : (2010), pp.16 17.,, 16,990 29) 2010 3.

3 79 (3 ), 30,340 (3 ), 60,680 (2 ), 6 67.2%, 67.0%, 74.4%.,,.,, OECD., 7. 5,200, 59,466, 14,563, 6 24.3%, 37.0%, 17.9%.,,,, 6 20.6%, 34.5%, 14.8%. 3 34 ( ) 3 : (2010), pp.8 11. (a) 6 (b) (: /, %) (a/b) 1 5,200 21,379 24.3% 1 59,466 160,599 37.0% 1 14,563 81,513 17.9% 1 5,200 25,243 20.6% 1 59,466 172,532 34.5% 1 14,563 98,301 14.8% 12:00 1 39 184 21.1% 20:00 1 39 121 32.1%

80 3, 12:00 20:00 39, 6 21.1%, 32.1%. OECD, 7. 21,238, 16,181, 6 32.1%, 30.8%. 25,283, 20,227, 6 26.4%, 27.2%. 3 35 (OECD ) (: /, %) 6 (a) (b) (a/b) 1 21,238 66,242 32.1% 1 16,181 52,589 30.8% 1 25,283 95,739 26.4% 1 20,227 74,333 27.2% :, (, KT ) : (2010), pp.13 15. (DSL, CATV, FTTH), DSL (1Mbps)., DSL 30,012 (1 ), CATV 33,010 (2 ), FTTH 44,017 (3 ), 6 65.0%, 59.4%, 62.1%. CATV, FTTH. FTTH, 100Mbps,

3 81 50Mbps., DSL (1Mbps). 1Mbps DSL 595 (1 ) 6 (3,111 ) 19.1%. 3 36 DSL (a) 6 (b) (: /, %) (a/b) 1 30,012 46,143 65.0% 1Mbps 1 595 3,111 19.1% CATV 2 33,010 55,532 59.4% FTTH 3 44,017 70,900 62.1% : 1) CATV FTTH 2) DSL 50Mbps, 20Mbps, 24Mbps, 16Mbps 7.1Mbps 3) CATV,, 100Mbps, 50Mbps, 20Mbps, 20Mbps 4) FTTH 6 100Mbps, 50Mbps : (2010), pp.16 17. 2...,.,,, Wi-Fi WiBro. m-voip,.,

82,,.,,.,, 1 3, 1MB, 100MB..,, (, ) ( ) ( ) (, PDA) ( OPMD ) ( ) ( ) Wi-Fi, m-voip PPP,. 2010 5 1 OANDA, PPP 2010 3 OECD. 2010 5 Teligen T- Basket., 3 37 3 38.

3 83 3 37 (: ) SKT KRW 512Byte 0.25 KT KRW 512Byte 0.25 LGU+ KRW 512Byte 0.25 AT&T Pay-Per Use Charges USD MB 2.00 Vodafone GBP 25MB 0.43 T-Mobile GBP KB 0.0073 NTT DoCoMo KDDI i-mode JPY 300 Pake-hodai simple JPY EZ WIN Plan JPY 300 EZ Multi Plan JPY 300 Softbank S!Basic Pack JPY 300 (128Byte) (128Byte) (128Byte) (128Byte) (128Byte) FOMA: 0.2 MOVA 10 : 0.3 10 : 0.2 5.7: 0.08 5.7 : 0.02 0.2 (1AM 5PM) 1 : 0.2 1: 0.1 : 0.27 : 1) 2) 3 : 0.2

84 3 38 SKT KT Data 35 (: ) 3,500 7,000 512Byte 0.225 Data 70 7,000 21,000 512Byte 0.2 100 10,000 500MB 512Byte 0.025 150 15,000 1GB 512Byte 0.025 190 19,000 2GB 512Byte 0.025 SHOW 100 KRW 5,000 100MB 512Byte 0.25 SHOW 500 10,000 500MB 512Byte 0.25 SHOW 1G 15,000 1GB 512Byte 0.25 SHOW 2G 20,000 2GB 512Byte 0.25 SHOW 4G 35,000 4GB 512Byte 0.25 LGU+ OZ 10,000 1GB KB 0.05 Verizon AT&T Sprint Data Packages ( /3G/ ) Data Plus 200MB for BlackBerry Data Plus 200MB for Smartphone Data Plus 2GB for BlackBerry Data Plus 2GB for Smartphone DataPro 2GB for BlackBerry with Tethering DataPro 2GB for Smartphone with Tethering Everything Data-with AnyMobile, Anytime USD 29.99 15.0 200MB 200MB 15 15.0 200MB 200MB 15 25.0 2GB GB 10 25.0 2GB GB 10 45.0 2GB GB 10 45.0 2GB GB 10 20.0 Value Pack 4.3 500MB 500MB 4.3478 Flexi Pack 6.5 500MB 500MB 4.3478 Vodafone GBP 250MB Web Pack 4.3 (30 )

3 85 T-Mobile NTT DoCoMo KDDI Softbank Up to 5 For unlimited Internet access per month Internet Boosters: 1 month Internet on your phone Pake-hodai double GBP 5.0 5.0 372 JPY 1,000 / 1 / 1 4,650 (581KB) (128Byte) 372 3,720 (128Byte) 2,000 980 S 371 980 : 1) 2) : 12,500 40,500 12,250 3,710 12,250 (128Byte) (128Byte) (128Byte) (128Byte) (128Byte) 5.7 : 0.08 5.7 : 0.02 0.1 0.08 0.05 0.08 0.1 0.08 3 38, Wi-Fi,,. 3 39.

86 3 39 SKT Data 35/70 KT LGU+ AT&T Sprint SHOW 100/500/1G/2G/4G OZ Data Plus 200MB/2GB for BlackBerry Data Plus 200MB /2GB for Smartphone DataPro 2GB for BlackBerry with Tethering DataPro 2GB for Smartphone with Tethering Everything Data-with AnyMobile, Anytime WCDMA/Wibro 1.5 ez-i 19,000 19,000 2GB Wi-Fi Wi-Fi Vodafone Flexi Pack 1 T-Mobile Up to 5 For unlimited Internet access per month Internet Boosters: 1 month Internet on your phone : / (Everything Data-with AnyMobile, Anytime) (Everything Messaging) Fair use policy(5gb) Combi, Flext Fair use policy(1gb/1) Fair use policy(500mb/1)

3 87. 1), 1MB PPP PPP 3 40. 11 SKT KT, LGU+ PPP 563. 3 40 1MB KRW KRW PPP SKT 563 563 KT 563 563 LGU+ 563 563 (:, PPP) 1MB AT&T Pay-Per Use Charges 2,298 1,736 Vodafone 798 584 T-Mobile 1,837 1,344 1 NTT DoCoMo KDDI i-mode 24,693 13,177 FOMA Pake-hodai simple 12,170 6,494 i-mode (3) EZ WIN Plan 24,693 13,177 EZ Multi Plan 31,997 17,075 Softbank S!Basic Pack 24,693 13,177 : 2), 100MB PPP PPP 3 41. 31 KT SHOW 100 PPP 5,500.

88 3 41 100MB (:, PPP) KRW KRW PPP SKT KT Data 35 51,458 51,458 Data 70 49,676 49,676 100 11,000 11,000 150 16,500 16,500 190 20,900 20,900 SHOW 100 5,500 5,500 SHOW 500 11,000 11,000 SHOW 1G 16,500 16,500 SHOW 2G 22,000 22,000 SHOW 4G 38,500 38,500 LGU+ OZ 11,000 11,000 Verizon Data Packages( /3G /) 34,451 26,027 AT&T Data Plus 200MB for BlackBerry 17,231 13,018 Data Plus 200MB for Smartphone 17,231 13,018 Data Plus 2GB for BlackBerry 28,719 21,697 Data Plus 2GB for Smartphone 28,719 21,697 DataPro 2GB for BlackBerry with Tethering 51,694 39,054 DataPro 2GB for Smartphone with Tethering 51,694 39,054 Sprint Everything Data-with AnyMobile, Anytime 22,975 17,357 Vodafone T-Mobile NTT DoCoMo KDDI Softbank : Value Pack 7,985 5,844 Flexi Pack 11,977 8,767 Web Pack 7,985 5,844 Up to 5 For unlimited Internet access per month 9,183 6,721 Internet Boosters: 1 month Internet on your phone 9,183 6,721 Pake-hodai double 76,432 40,787 76,432 40,787 76,432 40,787 76,432 40,787 76,432 40,787 S 80,254 42,826 76,432 40,787

3 89 4 1., 2008.,.,,,. 2008 3 42. 3 42 2008 07. 10 11. 08. 3. 3 : 50% 80% 07. 12. SKT: 08. 1. 3 : 30 20 08. 4. SKT: 50% 08. 5. 3 : (10% 20%) 08. 4 5. 3 : 08. 10. 3 :

90, 2009 9 28 ( 0928 ) 30). 0928 2000 9, 31),, 3 43. 3 43 0928 09. 11. SKT: 55,000 39,600 ( ) 32) KT: 30,000 24,000 ( ) 09. 11. 3 : 2 09. 11. 09. 11. SKT: 1.5, 19% KT: 2.5, 88% LGU+: 2 1, 50% SKT: 10 62 48, ( + 5,000 ) KT: 58 49 LGU+: 65 49 09. 11. SKT: 110,000 15,000 KT: 97,000 09. 12. FMC 09. 11. SKT:,, KT: 1510, SMS 500 825 KT: FMC Wi-Fi 30), 2009. 9. 28. 31) SKT 1999 10, KT LGT 2000 12. 32) (2009. 9. 28) 40,000

3 91 09. 12. 3 : 10. 3. SKT: 101 10. 3. : (2009. 9. 28) SKT: KT, LGU+: CID KT: = 39 /1 3. 3 44 0928 KT: / ( 09. 11) 33) LGU+: 24 ( 10. 6) FMS SKT: t-zone ( 09. 11) KT: iplug ( 10. 3), ( 10. 6), ( 10. 9) LGU+:,, 1 3G ( 10. 3) KT: ( 10) 50% ( 10. 3) LGU+: 2 5 50% 50% ( 09. 12) SKT:,, TV ( 10. 9) KT: SHOW ( 10. 7), Olleh 10 16,, IPTV, 6 16 ( 10. 7) LGU+: yo 2 ( 10. 7), SKT 36,000 10% 39,600.

92, 0928,.. 2.. 2008 2008,,..,.. 3 45 (: ) 08 09 10 1Q 10 2Q 10 3Q 3,103 2,641 529 519 435 602 1,090 305 256 216 3,011 3,329 880 938 909 557 1,569 453 478 467 319 1,059 397 442 537 1,441 5,800 2,250 2,497 2,897 159 1,185 311 322 331 9,192 16,673 5,125 5,453 5,792 : 2010 3 : 33) (2009. 9. 28) KT, LGU+.

3 93.. 2008 9 2, 2009 1 6 7, 2010 1 3 1 6.. 0928 2009 9 28 11, 2010 3. 0928,.., 35 10 40 35.,... ( )..

94, 2009 11 2010 3 1. 55%. 3 46 0928 (: ) 09 11 12 10 1Q 10 2Q 10 3Q 152 410 405 461 1,428 0 1 7 16 25 647 1,280 1,646 1,974 5,547 14 25 28 29 96 1 34 147 178 360 71 244 348 390 1,054 FMC 28 77 132 179 415 1 10 22 30 63 163 484 490 1,137 914 2,244 3,220 3,747 10,124 : 1) KT 2009 11 2010 2 KT 40% 2009 11, 12 (40% SKT KT 2009 12 ) 2) KT, KT 3) 0928 / (SKT), CID (KT) 48 4) : 0928 2010 3 1.

3 95 3 47 0928 (: ) 09 12 10 1Q 10 2Q 10 3Q 5 77 209 291 FMS 10 45 93 155 304 5 29 142 464 639 1 15 30 40 86 12 12 16 94 343 880 1,333 : : 0928 1 1. 3 48 0928 (: ) 09 12 10 1Q 10 2Q 10 3Q 930 2,338 3,563 4,627 11,457 :. 2008 2009 2010 3 5 4. 2008, 0928. 2010 3 1.

96 3 49 () (: ) 08 09 10 1Q 10 2Q 10 3Q 08 9,192 16,673 5,125 5,453 5,792 42,235 0928 930 2,338 3,563 4,627 11,457 9,192 17,603 7,463 9,016 10,418 53,692 : KT 2009 11 2010 2 KT 40% 2009 11, 12 (40% SKT KT 2009 12 ) : 3. IR. 2008 2009 5.0%, 9.1%, 2010 1 3 18.0%. 3 50 08 09 10 1Q 10 2Q 10 3Q IR ( ) 185,469 192,457 48,672 50,221 50,784 ( ) 9,192 17,603 7,463 9,016 10,418 5.0% 9.1% 15.3% 18.0% 20.5% : IR,,,,,, SMS, CID,, : IR

3 97 3 8 (: ) : IR, : IR. 2007 2008,,,. 2008 ( ). 2007 2008 ( ). 년매출액 년매출액 년요금인하액, 2007 2008 2008

98 (2008 2008 ) 2008. 2008, 2009 2007 4.72%, 8.38%. 2010 1 3 2007 15.23%. 3 51 2007 2007 2008 2009 2010 (1 3) 15.23% 4.72% 8.38% 1 2 3 13.29% 15.22% 17.02% 3 9 2007

4 99 4 1 2010 11, MVNO.,. MVNO. 1. MVNO 2010 6 MVNO 602, 59% 357, MVNO. MVNO 103, (42 ), (36 ) MVNO. 4 1 MVNO / 357 72 72 34 5 5 4 53 602 : Wireless Intelligence(2010), p.3 ECTA(2010), 2009 22 68% 15

100 MVNO. 34) MVNO MVNO 8.8%, 27.3%, 24.2% MVNO. MVNO 1%. 4 2 MVNO MVNO 27.3% 12.3% 2.0% 1.0% 24.2% 12.2% 1.6% 1.0% 18.0% 3.0% 1.0% 10 20% 2.9% 1.0% 22 8.8% : MVNO Service Provider : ECTA(2010) 4 1 MVNO : Wireless Intelligence(2010), p.3 34) ECTA(2010) MVNO (,,,, HLR, IMSI, SIM )

4 101 MVNO, MVNO MVNO 4 1. 602 MVNO 28% 168. 2. MVNO MVNO MVNO. Ofcom(2006) MVNO MNO,. 35), 2000 MVNO 2003 14 MVNO, 3 50%. MVNO 2005 20 30%. 36) MVNO,. 37) MVNO MVNO,,., MVNO., MVNO,. MVNO., 22 MVNO, 35) Ofcom(2006), p.84. 36) 2005 MNO MVNO, 37) Ovum(2005)

102 (HHI) (ANOVA). 22 MVNO HHI, 4 3. 4 3 22 MVNO HHI, MVNO HHI (US$ PPP) RPM 2,838 0.12 9.10 12.56 16.39 3,500 0.19 11.30 22.10 30.60 4,190 n/a n/a n/a n/a 3,496 n/a 19.19 38.25 57.27 2,927 0.21 3.77 6.71 8.85 3,298 0.13 4.23 9.65 12.55 3,037 0.15 14.41 20.17 32.39 2,855 0.16 7.67 37.48 48.44 3,542 0.14 11.35 30.22 41.45 3,563 0.12 16.42 25.08 46.82 3,214 n/a 12.59 25.04 38.59 2,947 0.15 12.76 27.32 32.54 2,736 0.22 7.08 27.05 38.56 3,300 0.16 4.50 6.44 12.55 2,986 0.09 7.92 24.90 35.36 3,764 0.14 12.12 29.43 48.33 4,134 n/a n/a n/a n/a 3,267 0.19 15.50 31.56 37.04 3,130 0.10 4.85 8.68 17.35 3,774 0.31 6.93 12.93 16.14 4,161 0.07 15.35 25.21 34.59 1,808 0.11 12.33 16.05 20.30 : 2010 3, SIM-only, SIM-only : 1) MVNO, HHI: ECTA(2010) 2) RPM: Merrill Lynch(2010), Global Wirelss Matrix 1Q10 (09.4Q ) 3) : Teligen(10.1Q)

4 103, HHI MVNO 15 3,090, 7 3,732, 1% HHI., MVNO., MVNO., 5%. 38), RPM,. 4 4 MVNO HHI HHI (US$ PPP) 15 3,090 8.84 19.86 27.57 7 3,732 15.34 27.79 42.50 120.8% 173.5% 139.9% 154.2% 3. MVNO, 22, 6 MVNO 10%. MVNO. MVNO,,. 22 MVNO, MVNO 38) OECD MNO,

104. OECD MNO, MVNO MNO., SMS, MVNO MVNO. MVNO. MVNO., MVNO,,, MVNO. 2 1. M&A ( KT, SKT, LG ). 2007 7,,..,,,.,.

4 105, SKT (2007 12 ) SKT,,. SKT,.,. SKT SK (2009 5 )., KT KTF (2009 1 ) KTF. KT,, IPTV, KTF.,,,. LGT-LGD-LGP (2010 1 ). LG. LGD LGP.,,. 39). 39) 07 7 10% 20%( 08 5 ), 30%( 09 5 ).

106. 4 2 (: ) : (2010), p.52.,.,. 2009 9 40),..,. 40) (2009. 9. 28)

4 107 2.,, OPMD., 2007 7 ( 10% 20%, 30% ). 07 2 7%, 10 4 45.5%( 831 ). 41) (), (), ( ).,.,..., (, ). :, 41) (2010), p.50.

108. :.,,. 4 5 KT (: / ) 2 3 4 5 30,600 30,600 30,600 30,600 7,800 7,800 7,800 7,800 IPTV 8,000 8,000 8,000 8,000 45,600 68,400 91,200 114,000 92,000 114,800 137,600 160,400 (small) 100,000 100,000 100,000 100,000 (medium) 130,000 130,000 130,000 130,000 (large) 160,000 160,000 160,000 160,000 : 1) 3, 2) 5,200 + 2,600 ( LL 200 ) 3) IPTV 3 4) 100 5) Small, Medium (90,000, 110,000 ), Large(120,000 160,000 ), 2 5, 42). KT, 2. 42) 2

4 109. 4 3 KT (: / ) LG yo,. (, IPTV, ), SMS,. yo( ) 43). 43) yo.

110 4 4 yo : 1) : 9, (yoyo ) 2) : 9 16, 9 3) : 16, 9+16 (yoyo ) : LG, OPMD(One Person Multi Device)., OPMD. 44) OPMD 3G PC, e-book,,. SK S PC T 3,000, S (3G ) 44) 2010 5 KT 3, 2010 6 SKT 3 T (KT, SK )

4 111. OPMD., SKT 55 PC 55 110,000. 4 6 SKT OPMD OPMD OPMD SKT 55 : 55,000 300 200 ( ) 55,000 + 3,000 55,000 + 55,000 = 110,000 55 :,. 55 70MB/ : SKT 3 1. 2009 Wi-Fi VoIP FMC FMS. SKT 2009 11 FMS T Zone 2010 9 216, 8.5%., KT 2009 10 FMC olleh 2010 9 45. 2009 12 SKT FMC, LG U+ 2010 7 FMC.

112 4 7 FMC/FMS FMC FMS SKT FMC 1,000 KT olleh LGU+ SKT OZ 070 T Zone M: VL: 38 /3, VM: 11.7 /10 5,000 V 100 2,000 M: VL: 39 /3, VM: 13 /10 M: VL/VV: 38 /3, VM: 11.7 /10 35 35,000 V 1 M: 18 /10 45 45,000 V 1.5 VL, VV: 38 /3, VM: 11.7 /10 55 55,000 V 2 2,000 ML/MV: 39 /3 MM: 1.3 /1 : SKT FMC SK FMC ( 1) : FMC/FMS.,,., FMC/FMS. FMC/FMS FMC/FMS FMC, FMS,, 82%, 18%, 18% 30 200 30 200 FMC/FMS

4 113 4 8. 30, 15,240. FMC/FMS, KT olleh LG U+ OZ 070. 200 LG U+ OZ 070 35/45/55., SKT 6,000 100 FMC 23,984, (33,600 ) 71.4%. 4 8 30 200 (: / ) 30 200 3 12,000 3,240 15,240 12,000 21,600 33,600 FMC 14,000 1,795 15,795 14,000 11,969 25,969 SKT FMC(1 ) 18,000 18,000 18,000 5,984 23,984 T Zone 14,000 1,989 15,989 14,000 13,260 27,260 KT olleh 12,000 1,989 13,989 12,000 13,260 25,260 OZ 070 13,900 13,900 13,900 13,900 LG U+ OZ 070 35 35,000 35,000 35,000 35,000 OZ 070 45 45,000 45,000 45,000 45,000 OZ 070 55 55,000 55,000 55,000 55,000 :, FMC/FMS,..,. FMC/FMS,., FMC/FMS

114,.,, FMC/FMS, FMC/FMS., 1, FMC/FMS., FMC/FMS,., m-voip. Wi-Fi, 3G. FMC/FMS, m-voip,. 2..,,. 45). 45) 75.3% (KCC KISA(2010), p.18.)

4 115..,.., KT,, 2.1 10.8., 9.3% 46.8%. 4 9 KT i i i i i i Talk ( ) 18 /10 150 200 300 400 600 250 ( ) 30 /10 200 300 300 300 300 300 (MB) 0.025 /0.5KB 100 500 750 1,000 1,500 100 (a) 35,000 45,000 55,000 65,000 79,000 45,000 12,000 12,000 12,000 12,000 12,000 12,000 18 /10 16,200 21,600 32,400 43,200 64,800 27,000 20 / 4,000 6,000 6,000 6,000 6,000 6,000 0.25 /0.5KB 51,230 256,148 384,221 512,295 768,443 51,230 (b) 83,430 295,748 434,621 573,495 851,243 96,230 (a/b 100) (b/a) 42.0% 15.2% 12.7% 11.3% 9.3% 46.8% 2.4 6.6 7.9 8.8 10.8 2.1 : : KT, WCDMA (2010 7 29 )

116,.,.,. (WiFi )..,..,, (SNS: Social Network Service),..,,, 4 10. 4 10, (HTS) /

4 117 : (2009) p.70.,,,,

118 5 1 1. 1995,... 1995,,.,, 2. 20% 3% 1997,.,.

5 119 30% 1997 5 1. 5 1 (1997. 1 12) () 10,900 6,500 3,200 5,900 3,500 : (1997 4 7 ) 1997, 8.. SK. 5 2 (2009. 12. 30) 19,600 :,, (LV ), :,, ( )KT 90,600,,, SK ( ) : 1) : 4 ( ) 2) :, (PCS) IMT-2000 : 2009-42

120 2010 46) 34. 2009 12 30, KT SK. 2010 3 28,. 5 3. 5 3 1995 :, 1995 1996, :,, :,, 2 1997, :,,,, * 97 8 * 1998 2005, :, SK 2005 2009 2009,, : KT,, SK (2G) : KT, SK (2G, 3G) 46) 2010. 10. 1.

5 121 2. 2010 3. 28. 28 ( ) ( ) (. ). 1 (. ).,. 2. 1.,,,, 2. 3. 4. 5. 85 1 2,,,, ( ). 1 4..., /

122 35. /,. 35 ( ) 281 2 ( ) 282 ( ) 284. 2010. 10. 1 1. 2. 3. 4. 5.,.,.. 281,..,.

5 123...,. /..... (),,, ( ),,,,,,,..,.,. (, ),

124.,..,,,.,. A/S.,,..,.

5 125 2 1.. PUC(Public Utility Commission) FCC(Federal Communications Commissions). PUC (intrastate), FCC (interstate: ) (international). AT&T 1988,. 1989 FCC, AT&T., 1995 10 AT&T,. 1. 1996 5 AT&T, 1. 1996 FCC, 2000 4 FCC (detariffing)., FCC 2001 7 31.., (ILEC: Incumbent Local Exchange Carriers). 47) 1987 47) OVUM(2010f)

126,.,,,,, ILEC. 2010 3 FCC, (NPB; National Broadband Plan) (2010 2011 ). 2011.,, ILEC, ILEC., 2011 1 1 (residential service).. (CLEC: Competitive Local Exchange Carriers) 2002 25 CLEC. 48) 21 CLEC., CLEC, CLEC ILEC. CLEC ILEC. 48) NRRI(2007)

5 127,,,,, CLEC.,,. CLEC ILEC. CLEC, 1... (RBOC),. FCC 2001 3, 2001 3,. (199 8 2001 ) 2002. 2.. Ofcom(Office of Communications) 1984 BT 6 (RPI 49) -X%). 49) Retail Price Index:

128 (WLR: Wholesale Line Rental) (fit-for-purpose) BT. 2006 8 BT. 6 5 4. 5 4 BT 1 1984 1989 (RPI-3%) 2 1989 1991 (RPI-4.5%) 3 1991 1993 (RPI-6.25%) 4 1993 1997 (RPI-7.5%),, / 0800, 0345,, IDD / 0800, 0345,, IDD / / (RPI) 0800, 0345 ( RPI +2%), (low user scheme) ( RPI + 2%), LUS, / (RPI +2%), (RPI + 0%) / (RPI + 2%), (RPI + 5%), (RPI+2%), bill)(rpi) (RPI + 0%) (RPI + 5%) (RPI + 2%), RPI, LUS, (RPI + 2%), (RPI + 1%) BT 48% 53% 55 56% 64 66% 64 67%

5 129 5 * 1997 2002 6 2002 2006 (RPI-RPI),,,,, (RPI-4.5%) (RPI-0%) /64k LM retention(rpi-7%),,, LM retention,, WLR fit-for-purpose RPI+0% 2006 8 : 5 : (2009), p.63. BT 25%,,,, BT,. BT 2008 (Business Connectivity) T1 Hull SMP (significant market power). BT,,,, // 90, // 28,, 90,. BT Ofcom., BT 2008 2010 2011 Ofcom 2 (two-year cap). BT BT Ofcom 2011 2012 2.

130. 2009 9, Ofcom Hull BT SMP. BT BT. BT BT. EU (USD: Universal Service Directive)., Hull SMP KCOM,,, Ofcom 24,,. 3.., NTT PSTN. 2000 10. 5 5 ISDN : OVUM(2010c),,,,,

5 131 (expected rate of productivity growth) (standard price index) 3. NTT.,. 1. 2. 3., 5 6 2006 2010. 2010 9 2009 4 3. 5 6 20062010 06. 10 07. 09 07. 10 08. 09 08. 10 09. 09 09. 10 10. 9 92.7 92.7 92.7 92.7 100 100 100 100 : OVUM(2010c) NTT. 1, 14. NTT 7.,.

132.. NTT DoCoMo FMC, LAN. 4.. ACCC(Australian Competition & Consumer Commission) 1989 Telstra. ACCC 30. 1 2 ACCC 2010 2012 2010 3. 6 5 7. 5 7 Telstra 2010 2010 2012 1 / (, LM),, CPI-CPI CPI-0 2 CPI-0 CPI-0 3 / CPI-0 CPI-0 4 CPI-0 CPI-0 : ACCC(2010) Telstra 4, 1. Telstra.,

5 133, Telstra. VoIP (VoIP ),. 22 50 Telstra / () Telstra. Telstra (extended zone) 27.6 Telstra ACCC PSTN PSTN (yields). 50) ACCC.,. 50) ACCC(2003)

134,. (Record Keeping Rule) (,, ) ACCC. 5.. ComReg(Commission for Communications Regulation) 1997. 2005 (PSTN,, ISDN ) ( /, /) Eircom SMP. 2006/2007 Eircom SMP. Eircom SMP 2007 10 1. ComReg Eircom, Eircom. CPI-X CPI-CPI CPI-0 CPI-CPI CPI-0 ComReg 2010 9 (remedy)

5 135.. VoIP 2006 ComReg VoIP. ComReg VoIP Eircom.. 2007, ComReg Eircom. Eircom (margin squeeze), (net revenue test). (profitability) (ex-ante imputation test). Eircom ( ). Eircom (pre-notify) (pre-clear) 10. Eircom., Eircom. 6.. 2000 CMT(Comisión del Mercado de las Telecomunicaciones) Telefonica CPI-2%. 2006 2 CMT Telefonica

136. Telefonica CMT. 2007 7 EC 2003 3 5 CMT,, Telefonica. 2009 3 / ( 1), CMT Telefonica (access fee). 2006 CMT Telefonica RPI-X, 2010 7 CMT RPI-RPI. 2008 13.97. 5 8 Telefonica (access fee) 2007 2008 2009 2010 (RPI-0)% (RPI-0)% (RPI-RPI)% (RPI-RPI)% : OVUM(2010d) CMT 1,,,. Telefonica,,,,. Telefonica 21. CMT, Telefonica 12,000., 2009 CMT ( 7) 2 Telefonica SMP., Telefonica

5 137.. 2007 7 Resolution MTZ 2006/1468 CMT Telefonica,,. CMT (pure bundling) (mixed bundling). 4. 5 9 CMT 4 : OVUM(2010d), CMT, CMT 7. SMP,,.,., VoIP.

138 5 10, ILEC, CLEC KCC FCC, PUC, KCC 30% imputation test / ILEC:,, : CLEC R B O C /, : Ofcom : / (, LM),,, (,, ) ACCC ComReg CMT 2006 2, CMT ComReg.

5 139. SMP. 2009 BT, 30%. 3 1.....,.....,

140.,. 3. 3 75% 51),.,. ( ).,..,.,,., 51) 42

5 141..,., SKT.. 2. All-IP...... All-IP, All-IP (control) (transport). IP

142. IP,. (layer).,. QoS(Quality of Service),.. All-IP,. All-IP,.,.

6 143 6. 3,,., 2009 4..,. OECD... 2008 2010 5, 2009 9 2010 2 3. MVNO,. MVNO, MVNO MVNO.,

144.,.,.. 2010 3,. All-IP,, QoS,.

145 (2009),,, 09-18, 2009. 11. (2009),, 2009. 9. 28. (2006),, 06-08,, 2006. 12. (2010),, KISDI Premium Report 10-02,, pp.1 14. (2010),,9, vol 54, 2010. 9. KCC KISA(2010),, 2010. 7. (2010), OECD,22(9),, pp.29 46. (2004),, 04-06,, 2004. 2. ACCC(2003), Bundling in Telecommunications Markets, 2003. 8. ACCC(2010), Review of Telstra s price control arrangements-an ACCC report, 2010. 3. ECTA(2010), Regulatory Scorecard Report 2009, 2010. 6. 1. FCC(2010), National Broadband Plan, 2010. 7. 13. Merrill Lych(2010), Global Wireless Matrix 3Q10, 2010. 9. 24. NRRI(2007), State Retail Rate Regulation of Local Exchnage Providers as of December 2006, 2007. 4.

146 OECD, Broadband Portal(http://www.oecd.org/sti/ict/broadband) OECD(2010), Revision of the Methodology for Constructing Telecommunication Price Basket, 2010. 3. 18. Ofcom(2008), Business Connectivity Market Review: Review of the retail leased lines, wholesale symmetric broadband origination and wholesale trunk segments markets, 2008. 12. 8. Ofcom(2009), Fixed Narrowband Retail Services Markets: Consultation on the identification of market and determination of market power, 2009. 3. 19. OVUM(2009), UK(country regulation overview), 2009. 8. 21. OVUM(2010a), Australia(country regulation overview), 2010. 2. 3. OVUM(2010b), Ireland(country regulation overview), 2010. 6. 15. OVUM(2010c), Japan(country regulation overview), 2010. 9. 23. OVUM(2010d), Spain(country regulation overview), 2010. 7. 1. OVUM(2010e), The regulation of retail bundles, 2010. 3. 23. OVUM(2010f), US(country regulation overview), 2010. 3. 24. Wireless Intelligence(2010), Snapshot: Global MVNO market surpasses 600 in Q2 2010, 2010. 6. 24. (2010), 21, 2010. 8. 10.

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