2008 Asia - Telecoms, Mobile and Broadband in China

• Market and industry analyses, trends and developments;
• Facts, figures and statistics;
• Industry and regulatory issues;
• Infrastructure;
• Major Players, Revenues, Subscribers, ARPU;
• Internet, VoIP, IPTV;
• Mobile Voice and Data Markets;
• Broadband (FttH, DSL, cable TV, wireless);
• Convergence and Digital Media.

1. Key Statistics

2. Telecommunications Market

2.1 Overview of China’s telecom market

2.2 Fixed-lines and mobiles

2.2.1 Fixed-Mobile Convergence (FMC)

2.3 Television broadcasting

2.4 Direct undersea cable link to USA

2.5 China-Vietnam undersea cable link

2.6 Tenth Five Year Plan (2000-2005)

2.6.1 Budget for Information and Communications Technology (ICT)

2.7 Eleventh Five-Year Plan (2006-2010)

2.8 Preparations for the 2008 Beijing Summer Olympics

2.9 Market highlights

2.9.1 Year 2007

2.9.2 Year 2006

2.9.3 Year 2005

2.9.4 Year 2004

2.9.5 Year 2003

3. Regulatory Environment

3.1 Overview

3.2 The regulator - Ministry of Information Industry (MII)

3.2.1 State Standardization Administration

3.2.2 State Telecommunications Management Commission

3.2.3 MII expansion

3.3 Competition

3.4 Liberalisation

3.4.1 Qualified Foreign Institutional Investor (QFII)

3.5 Restructuring of telecommunications operators in China

3.5.1 Break up of China Telecom

3.6 WTO accession

3.6.1 Final concessions

3.6.2 Foreign investment after WTO accession

3.6.3 Initial impact

3.7 Telecom regulatory legislation

3.7.1 Role of the MII

3.7.2 Operators

3.7.3 Foreign participation

3.7.4 Private Bank Exchange (PBX) operators

3.7.5 Service quality and universal service

3.7.6 Service charges

3.7.7 Other issues

3.8 Tariffs

3.9 Calling-Party-Pays (CPP)

3.10 Service quality

3.11 Telecom equipment market regulations

3.11.1 Telecom equipment Network Access Licence (NAL)

3.12 Reorganisation of fee structures

3.13 Yearly summaries of major regulatory developments

3.13.1 Year 2008

3.13.2 Year 2007

3.13.3 Year 2006

3.13.4 Year 2005

3.13.5 Year 2004

3.13.6 Year 2003

4. Major Operators in China

4.1 Overview of major players

4.1.1 Analysis - business restructuring in China - January 2007

4.1.2 Analysis - China’s telecoms industry restructuring - April 2007

4.1.3 Analysis - China’s telecoms industry restructuring - January 2008

4.1.4 Analysis - China’s telecoms industry restructuring - March 2008

4.1.5 Timetable for China’s telephone users

4.1.6 Snow storms damage operator infrastructure

4.2 China Mobile Ltd

4.2.1 Company overview

4.2.2 Financial and operating highlights - Annual Report 2007

4.2.3 Recent developments

4.3 China Netcom

4.3.1 Company overview

4.3.2 Financial and operating highlights - Annual Report 2007

4.3.3 Recent developments

4.4 China Satcom

4.4.1 Company overview

4.5 China Telecom

4.5.1 Company overview

4.5.2 Financial and operating highlights - Annual Report 2007

4.6 China Tietong

4.7 China Unicom

4.7.1 Company overview

4.7.2 Financial and operating highlights - Annual Report 2007

4.7.3 Recent developments

5. Telecommunications Infrastructure

5.1 Overview of infrastructure developments in China

5.1.1 Official condemnation of redundant network construction

5.1.2 Analysis - China’s telcos need structural separation - January 2007

5.2 National telecom networks

5.2.1 Backbone Internet networks

5.3 International infrastructure

5.3.1 Submarine cable infrastructure

5.3.2 Satellite infrastructure

5.4 Fibre-to-the-Home (FttH)

5.4.1 Market overview

5.4.2 Gigabit Ethernet/FTTx+LAN

5.5 Broadband over Powerline (BPL)/Powerline Communications (PLC)

5.6 Next Generation Networks (NGNs)

5.6.1 World’s largest NGN in the works

5.6.2 China Railway fibre network

5.6.3 High-speed network technologies

5.6.4 Data and Multi-Media Communications Network

5.7 IP-Virtual Private Network (IP-VPN)

5.7.1 Growth of IP-VPN in China

5.7.2 Peer-to-Peer (P2P) streaming

5.7.3 International Ethernet Private Line (IEPL)

5.8 IP telephony/ VoIP

5.8.1 Market overview

5.8.2 Major VoIP networks

5.9 Telecoms & IT

5.9.1 Data communications

6. Broadband and Internet Market

6.1 Broadband market

6.1.1 Overview

6.1.2 Broadband statistics

6.1.3 Broadband forecasts

6.2 Broadband networks

6.2.1 Overview

6.2.2 Cable modems

6.2.3 Digital Subscriber Line (DSL)

6.2.4 Fibre-to-the-Home (FttH)

6.2.5 Broadband over Powerline (BPL)

6.2.6 Wireless broadband

6.3 Major broadband service providers

6.3.1 China Telecom

6.3.2 China Netcom

6.3.3 China Tietong

6.3.4 Other broadband providers

6.4 Internet market

6.4.1 Overview

6.4.2 Internet statistics

6.4.3 E-services

6.4.4 Internet regulations and censorship

7. Convergence

7.1 Overview of media convergence

7.2 Triple play models

7.3 Digital TV

7.3.1 Broadband TV

7.3.2 Digital cable TV

7.3.3 Satellite TV

7.3.4 Digital Terrestrial TV (DTTV)

7.3.5 Interactive TV (iTV)

8. Mobile Communications

8.1 Overview of China’s mobile market

8.1.1 Mobile Internet

8.1.2 Analysis - prevalence of mobile phones in China’s city centres

8.1.3 Mobile statistics

8.2 Regulatory issues

8.2.1 Price wars

8.2.2 Subscriber registration

8.2.3 Calling Party Pays (CPP)

8.2.4 Share listing

8.2.5 Open information

8.2.6 Manufacturing quality

8.2.7 Mobile multimedia alliance

8.3 Mobile technologies

8.3.1 GSM

8.3.2 CDMA

8.3.3 PAS/PHS

8.3.4 Third Generation (3G) mobile

8.3.5 BuddeComm analyses

8.3.6 TD-SCDMA

8.3.7 WCDMA

8.3.8 CDMA2000

8.3.9 Fourth Generation (4G) mobile

8.3.10 WiMAX

8.4 Mobile handset market

8.4.1 Overview

8.5 Major mobile operators

8.5.1 Overview

8.5.2 China Mobile

8.5.3 China Unicom

8.5.4 Other mobile operators

8.6 Mobile voice services

8.6.1 Prepaid cards (SIM and PIM cards)

8.6.2 Satellite mobile

8.7 Mobile data services

8.7.1 Market overview

8.7.2 Regulatory issues

8.7.3 Satellite Terrestrial Interactive Multi-service Infrastructure (STiMi) platform

8.7.4 Short Message Service (SMS)

8.7.5 Multimedia Messaging Service (MMS)

8.7.6 Wireless Application Protocol (WAP)

8.7.7 General Packet Radio Service (GPRS)

8.7.8 Push-to-Talk (PTT)

8.7.9 Enhanced Data for GSM Evolution (EDGE)

8.7.10 Broadband wireless data services

8.7.11 BlackBerry

8.7.12 Mobile TV

8.8 Mobile applications

8.8.1 Market overview

8.8.2 A Surge in new applications development

8.8.3 Global positioning systems (GPS)

8.8.4 M-commerce

8.8.5 Mobile Video-on-Demand (VoD)

8.8.6 Mobile gaming

8.8.7 Instant Message (IM) search services

8.8.8 Ringtones

8.8.9 Mobile music

8.8.10 Push email

9. Glossary of Abbreviations

List of Tables and Exhibites

Table 1 - Country statistics China - 2007

Table 2 - Telecom revenue and investment statistics - 2007

Table 3 - Telephone network statistics - February 2008

Table 4 - Internet user statistics - February 2008

Table 5 - Broadband statistics - February 2008

Table 6 - Mobile statistics - February 2008

Table 7 - National telecommunications authorities

Table 8 - Fixed-line and mobile subscriptions and penetration - 1998 - 2008

Table 9 - China’s telephone subscribers - 1998 - 2007

Table 10 - China Mobile subscribers, annual change, ARPU, prepaid & market share - 1997 - 2007

Table 11 - China Mobile prepaid/postpaid subscribers, MoU and ARPU - 1999 - 2007

Table 12 - China Mobile revenue, EBITDA, CAPEX, net profit - 2000 - 2007

Table 13 - China Netcom subscribers by service and ARPU - 2003 - 2007

Table 14 - China Netcom revenue, EBITDA, CAPEX, net profit - 2003 - 2007

Table 15 - China Telecom key operating statistics - 2004 - 2007

Table 16 - China Telecom revenue, EBITDA, CAPEX, net profit - 2001 - 2007

Table 17 - China Unicom GSM and CDMA mobile subscribers - 2002 - 2007

Table 18 - China Unicom outgoing international and long-distance calls - 2000 - 2007

Table 19 - China Unicom revenue, EBITDA, CAPEX, net profit and EPS - 2001 - 2006

Table 20 - Network distribution of bandwidth - 2003 - 2007

Table 21 - Registered Tom-Skype users in China - 2005 - 2007

Table 22 - China Unicom international long-distance telephony: PSTN versus VoIP traffic - 2003 - 2007

Table 23 - China Netcom long-distance telephony: PSTN versus VoIP traffic - 2003 - 2007

Table 24 - Public data and multimedia users - 1998 - 2000; 2005; 2010

Table 25 - Broadband subscribers and annual change - 2000 - 2008

Table 26 - Broadband subscribers by access type and annual change - 2007

Table 27 - Broadband subscribers and households - February 2008

Table 28 - China Telecom broadband subscribers and annual change - 2003 - 2008

Table 29 - China Netcom broadband subscribers and annual change - 2003 - 2008

Table 30 - Cable modem Internet subscribers and annual change - 2000 - 2007

Table 31 - DSL subscribers and annual change - 2000 - 2007

Table 32 - China Telecom DSL subscribers and annual change - 2003 - 2007

Table 33 - China Netcom Broadband revenue - 2003 - 2006

Table 34 - CNNIC Internet statistical survey - January 2008

Table 35 - Internet users and annual change - 1996 - 2007

Table 36 - Internet subscribers and annual change - 1996 - 2007

Table 37 - Growth of websites in China and annual change - 2002 - 2007

Table 38 - Website classification and Domain Names - January 2008

Table 39 - Registered .cn domain names by code - January 2008

Table 40 - Estimated value of B2C e-commerce market - 2004 - 2006; 2010

Table 41 - Growth of online recruitment market - 2004 - 2006

Table 42 - Online gaming revenues - 2004 - 2007

Table 43 - Market share of online search engines - 2005 - 2007

Table 44 - IPTV subscribers by operator - 2007

Table 45 - Jiangsu Telecom broadband users and service revenue - 2002 - 2006

Table 46 - Overview of cable TV market - 2007

Table 47 - Cable TV household growth - 1996 - 2007

Table 48 - Digital cable TV subscribers - 2003 - 2007

Table 49 - Mobile operators, subscribers and annual change - September 2007

Table 50 - Mobile subscribers and annual change - 1995 - 2007

Table 51 - China Unicom CDMA network statistics - 2007

Table 52 - Little Smart (PHS) subscribers and annual change - 2002 - 2007

Table 53 - China Telecom and China Netcom PHS subscribers -2007

Table 54 - Mobile phones manufactured in China - 2004 - 2007

Table 55 - Revenue, CAPEX and market share, China Mobile and China Unicom - 2007

Table 56 - Prepaid mobile subscribers by operator - 2007

Table 57 - China Unicom postpaid versus prepaid mobile subscribers by network - 2004 - 2008

Table 58 - China Mobile postpaid versus prepaid mobile subscribers - 2004 - 2007

Table 59 - Mobile data revenues: top three countries - 2006

Table 60 - China Mobile mobile data service user growth - 2004 - 2007

Table 61 - China Unicom CDMA 1X wireless data user growth - 2004 - 2007

Table 62 - China Mobile and China Unicom mobile VAS revenue - 2007

Table 63 - China Mobile Value Added Business revenue breakdown & annual change - 2006 - 2007

Table 64 - China Mobile VAS revenue breakdown (selected items) & annual change - 2006 - 2007

Table 65 - China Mobile VAS subscribers (selected items) & annual change - 2006 - 2007

Table 66 - Growth of text messages (SMS) in China and annual change - 2000 - 2007

Table 67 - China Mobile SMS usage volume and annual change - 2003 - 2007

Table 68 - China Unicom SMS usage by network and annual change - 2005 - 2007

Table 69 - CNNIC WAP usage report - March 2007

Exhibit 1 - Telecommunications industry statistics from the MII - 2006 and 2007

Exhibit 2 - China’s agreed schedule for telecom liberalisation - 2002 - 2007

Exhibit 3 - Restructuring Scenario 1

Exhibit 4 - Restructuring Scenario 2

Exhibit 5 - Restructuring Scenario 3

Exhibit 6 - China Mobile Limited at a glance - 2007

Exhibit 7 - China Network Communications Group Corporation at a glance - 2007

Exhibit 8 - China Telecom Corporation Ltd* at a glance - 2007

Exhibit 9 - China Unicom Ltd at a glance - 2007

Exhibit 10 - Regional/international fibre optic cable networks

Exhibit 11 - Selected Chinese satellite service providers and satellites

Exhibit 12 - China Satcom satellite fleet

Exhibit 13 - ‘Enemies of the Internet’ - 2005

Exhibit 14 - Types of telecom convergence

Exhibit 15 - IPTV subscriber estimates - 2006

Exhibit 16 - BesTV Corporation

Exhibit 17 - Jiangsu IPTV applications

Exhibit 18 - Overview of ‘eye will’