With still 2/3 of the population yet to join the mobile revolution, Africa remains one of the most attractive & growth telecom markets...
A recent article from Mobile World Live Briefing (8/11/2012) confirms that only 1/3 of the African population is a mobile subscriber; when one considers 'unique' individual. This is about 1/2 of the Africa's penetration rate, as most subscribers own 2 SIM cards.
The largest mobile penetrations in term of size are in West Africa (driven by Nigeria's population) & in the Magrebh region (Morroco, Egypt, Algeria). Eastern (Kenya) & Southern Africa (RSA) follow closely. The real interest is the double digit growth percentage in the whole continent: 15% average, with many at 18-23%.
However, one needs to keep in mind that each African subscriber hold in average 1,96 SIM card (compared to 1,85 global average). This is common in most emerging economies. Users wants to optimally benefit from numerous low-cost deals & marketing actions, driven by agressive price wars. This is one of the (positive?) side effects of deregulation, privatization & open compettions.
Rural Africa is where true intrinsic growth will take in the near future.
This raises serious infrastructure challenges. Although there is coverage in the rural areas, extending & expanding the base-stations park is a significant invetsment (with a long term return!) for African telco's. And one knows the somewhat erratic power grid supplies in Africa! One consides "Green Power" as a friendly alternative to address the energy constraints of most African countries; and as such, support the telecom infrastructure growth requirements. (also see GSMA report "Green Powe for Mobile" - 2012).