Du Net pour le volume et du mobile pour les marges

Internet et la téléphonie mobile ont - pour la deuxième année consécutive - permis la croissance du marché des télécoms en France. Selon le bilan annuel de l'Autorité française de régulation des télécoms (ART), les opérateurs ont enregistré une hausse de 10,6 % de leur CA, à 32,78 Md¤. La progression de la consommation atteignant de son côté 23 %, l'ART s'empresse de se féliciter de son action en faveur "d'une forte baisse des prix".

Une croissance en volume largement due à Internet, l'activité moyenne sur le réseau commuté (accès par modems RTC) étant multipliée par deux avec 20 heures par habitant. Pour le seul 4e trimestre 2001, l'ART recense quelque 21 milliards de minute Internet commercialisées. Du coup, le CA annuel lié à la fourniture d'accès dépasse le milliard d'euros pour la première fois, à 1,16 Md¤. Et ce malgré le retard pris par le processus de dégroupage, mettant la France en queue de peloton des pays européens en matière de tarifs et d'ouverture à la concurrence pour le haut débit.

Le mobile pour vache à lait

Côté téléphonie mobile, la croissance est toujours soutenue (+27 %) avec un CA à 9,88 Md¤. Une hausse d'autant plus lucrative qu'en volume, l'augmentation est un peu moins forte, à 24,6% avec 44,3 milliards de minutes facturées. Et encore, les opérateurs profitent de la facturation par palier qui leur permet d'engranger près de 2,2 Md¤ de plus que ce qu'ils devraient réellement générer s'ils tenaient compte du temps consommé.

En 2001, chaque abonné a réduit en moyenne sa consommation de 6,4 % (à 111,4 minutes par mois) mais n'a vu sa facture baisser que de 4 %.

Le marché télécoms français en 2001 selon l'ART

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style="mso-bidi-font-weight: normal"> style="FONT-FAMILY: Arial; mso-bidi-font-family: 'Times New Roman'">Variation style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: 'Times New Roman'; mso-ansi-language: FR; mso-fareast-language: FR; mso-bidi-language: AR-SA">2001/2000 |

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3646 |

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style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: 'Times New Roman'; mso-ansi-language: FR; mso-fareast-language: FR; mso-bidi-language: AR-SA">2 525 |

style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: 'Times New Roman'; mso-ansi-language: FR; mso-fareast-language: FR; mso-bidi-language: AR-SA">9 876 |

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style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: 'Times New Roman'; mso-ansi-language: FR; mso-fareast-language: FR; mso-bidi-language: AR-SA"> style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: 'Times New Roman'; mso-ansi-language: FR; mso-fareast-language: FR; mso-bidi-language: AR-SA">Hébergement et gestion de centres d'appels |

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Source : ART