2006 North Asian Mobile Communications and Mobile Data Markets

1. OVERVIEW OF MOBILE COMMUNICATIONS AND MOBILE DATA MARKETS

1.1 Overview

1.1.1 Regional characteristics

1.1.2 Growth drivers

1.1.3 Market structure

1.2 Mobile technologies

1.2.1 Overview

1.2.2 GSM

1.2.3 CDMA

1.2.4 Personal Communication Services (PCN/PCS)

1.3 Mobile services

1.3.1 Prepaid services

1.3.2 In-building coverage

1.3.3 Fixed-mobile convergence

1.3.4 Mobile gaming

1.4 Mobile satellite services

1.5 Mobile data services

1.5.1 Market overview

1.5.2 Short Messaging Service (SMS)

1.5.3 Multimedia Messaging Service (MMS)

1.5.4 WAP v. i-Mode

1.5.5 General Packet Radio Service (GPRS)

1.5.6 Push-to talk over Cellular (PoC)

1.6 Mobile applications

1.6.1 M-Commerce

1.6.2 Asia Mobile Electronic Services Alliance

1.7 Third Generation (3G) mobile

1.7.1 Overview

1.7.2 Third Generation standards

1.7.3 Third Generation licensing

1.7.4 Third Generation roll-out

2. CHINA

2.1 Overview of China’s mobile market

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

2.1.2 Statistical overview

2.2 Regulatory issues

2.2.1 Price wars

2.3 Mobile technologies

2.3.1 Market overview

2.3.2 Global System for Mobiles (GSM)

2.3.3 Code Division Multiple Access (CDMA)

2.3.4 Personal Access System (PAS) / Personal Handy System (PHS)

2.3.5 Mobile handset market

2.3.6 Third Generation (3G) mobile

2.3.7 TD-SCDMA

2.3.8 WCDMA

2.3.9 CDMA 2000

2.3.10 High-Speed Downlink Packet Access (HSDPA)

2.3.11 Fourth Generation (4G) mobile

2.4 Major mobile operators

2.4.1 Overview

2.4.2 China Mobile

2.4.3 China Unicom

2.4.4 Other mobile operators

2.4.5 Mobile multimedia alliance

2.5 Mobile voice services

2.5.1 Prepaid cards (SIM and PIM cards)

2.5.2 Satellite mobile

2.5.3 Roaming

2.6 Mobile data services

2.6.1 Market overview

2.6.2 Short Message Service (SMS)

2.6.3 Multimedia Messaging Service (MMS)

2.6.4 Wireless Application Protocol (WAP)

2.6.5 General Packet Radio Service (GPRS)

2.6.6 Push-to-Talk (PTT)

2.6.7 Enhanced Data for GSM Evolution (EDGE)

2.6.8 Broadband wireless data services

2.6.9 BlackBerry

2.7 Mobile applications

2.7.1 Market overview

2.7.2 Global positioning systems (GPS)

2.7.3 M-commerce

2.7.4 Mobile Video-on-Demand (VoD)

2.7.5 Mobile gaming

2.7.6 Ringtones

3. HONG KONG

3.1 Overview of Hong Kong’s mobile market

3.1.1 Mobile statistics

3.2 Regulatory issues

3.2.1 Mobile Number Portability (MNP)

3.2.2 Spectrum licensing

3.3 Personal Communications Services (PCS)

3.4 Major mobile operators

3.4.1 Hong Kong CSL

3.4.2 New World Mobility

3.4.3 CSL New World Mobility Group

3.4.4 Hutchison Telecom

3.4.5 Peoples (China Resources Peoples Telephone Co Ltd)

3.4.6 SmarTone-Vodafone

3.4.7 Sunday

3.5 Mobile voice services

3.5.1 Prepaid cards

3.6 Mobile data services

3.6.1 Short Message Service (SMS)

3.6.2 Multimedia Message Service (MMS)

3.6.3 Enhanced Data for GSM Evolution (EDGE)

3.6.4 Push-to-talk over Cellular (PoC)

3.6.5 Wireless data

3.6.6 Third Generation (3G) mobile

3.6.7 Mobile Virtual Network Operator (MVNO) services

3.7 Mobile content and applications

4. JAPAN

4.1 Overview of Japan’s mobile market

4.1.1 Statistical overview

4.1.2 Market developments

4.1.3 IP mobile telephony to hit the Japanese market around 2008

4.2 Mobile technologies

4.2.1 PDC

4.2.2 CDMA

4.2.3 PHS

4.2.4 Third generation (3G) mobile

4.2.5 Fourth Generation (4G) mobile

4.2.6 Mobile handset market

4.3 Major mobile operators

4.3.1 Statistical overview

4.3.2 NTT DoCoMo

4.3.3 KDDI

4.3.4 Vodafone K.K. (formerly J-Phone)

4.3.5 New entrants into the mobile market

4.3.6 Mobile Virtual Network Operators (MVNO)

4.4 Mobile voice services

4.4.1 Prepaid cards

4.4.2 Mobile satellite services (MSS)

4.5 Mobile data services

4.5.1 Analysis - mobile data market

4.5.2 Mobile Internet

4.5.3 Short Message Service (SMS)

4.5.4 Multimedia Messaging Service (MMS)

4.5.5 General Packet Radio Service (GPRS)

4.5.6 Push-to-Talk (PTT)

4.5.7 BlackBerry

4.6 Mobile content and applications

4.6.1 Content for mobile market

4.6.2 Global Positioning System (GPS)

4.6.3 M-commerce / m-cash

4.6.4 Mobile gaming

4.6.5 Mobile conferencing

4.6.6 Mobile videoconferencing / mobile video

4.6.7 Mobile TV and radio

4.6.8 Mobile ringtone and music downloads

4.6.9 QR code readers

5. MACAU

5.1 Overview of Macau’s mobile market

5.2 Push-to-talk (PTT)

5.3 Mobile operators

5.3.1 CTM

5.3.2 Hutchison Telecom Macau

5.3.3 SmarTone Mobile Communications (Macau) Ltd

6. MONGOLIA

6.1 Overview of Mongolia’s mobile market

6.1.1 Mobile statistics

6.2 Major mobile operators

6.2.1 MobiCom

6.2.2 SkyTel

7. NORTH KOREA

7.1 Overview of North Korea’s mobile market

7.2 GSM

7.3 CDMA

8. SOUTH KOREA

8.1 Overview of South Korea’s mobile market

8.1.1 Introduction

8.1.2 Mobile statistics

8.1.3 Mobile growth forecast

8.1.4 Mobile Virtual Network Operators (MVNOs)

8.1.5 Mobile phone ‘addiction’ in South Korea

8.2 Mobile technologies

8.2.1 Analogue (AMPS)

8.2.2 Code Division Multiple Access (CDMA)

8.2.3 Personal Communication Service (PCS)

8.2.4 One-Phone - fixed and mobile services over one device

8.2.5 Third Generation (3G) mobile in South Korea

8.2.6 High-Speed Downlink Packet Access (HSDPA) 3.5G mobile in South Korea

8.2.7 Fourth Generation (4G) mobile in South Korea

8.2.8 Mobile handset market

8.3 Major mobile operators

8.3.1 Overview

8.3.2 Mobile operator statistics

8.3.3 SK Telecom

8.3.4 KTF

8.3.5 LG Telecom

8.4 Mobile voice services

8.4.1 Market overview

8.4.2 Satellite mobile

8.5 Mobile data services

8.5.1 Market overview

8.5.2 Mobile Internet

8.5.3 Short message service (SMS)

8.5.4 Multimedia messaging service (MMS)

8.5.5 Wireless Application Protocol (WAP)

8.5.6 Push-to-Talk (PTT)

8.6 Mobile applications

8.6.1 Video calls

8.6.2 Position location system / Global Positioning Systems (GPS)

8.6.3 Automobile telematics

8.6.4 M-commerce / m-payment

8.6.5 Mobile banking (m-banking)

8.6.6 Mobile government (m-government)

8.6.7 Mobile TV broadcasting / Digital Multimedia Broadcasting (DMB)

8.6.8 Mobile Video-on-Demand (mobile VoD)

8.6.9 Remote home monitoring

8.7 Mobile content

9. TAIWAN

9.1 Overview of Taiwan’s mobile market

9.1.1 Mobile statistics

9.2 Regulatory environment

9.2.1 Impact of competition

9.2.2 Low tier mobile licences

9.3 Mobile Technologies

9.3.1 Third generation (3G) mobile

9.3.2 3G auction

9.3.3 Third generation equipment vendors

9.3.4 Vendor test centres

9.3.5 Third generation roll-out

9.3.6 Next generation services

9.3.7 Mobile handset market

9.4 Major mobile operators

9.4.1 Chunghwa Telecom

9.4.2 Far EasTone Telecommunications

9.4.3 KG Telecom

9.4.4 MobiTai Telecom

9.4.5 Taiwan Mobile (formerly Taiwan Cellular)

9.4.6 Asia Pacific Broadband Wireless (APBW)

9.4.7 Vibo Telecom

9.5 Mobile voice services

9.5.1 Prepaid cards

9.5.2 Personal Handyphone Service (PHS) / Personal Access System (PAS)

9.6 Mobile data services

9.6.1 Short Message Service (SMS)

9.6.2 Multimedia Messaging System (MMS)

9.6.3 Wireless Application Protocol (WAP)

9.6.4 General Packet Radio Service (GPRS)

9.6.5 Push-to-Talk (PTT)

10. GLOSSARY OF ABBREVIATIONS

Exhibit 1 - Mobile technologies (2G) in use in selected countries - 2006

Exhibit 2 - CDMA operators in the Asia region - cellular services - 2006

Exhibit 3 - Asia region 2.75G and 3G mobile roll-out - 2006

Exhibit 4 - First democratic sms-based ‘elections’ for Idol

Exhibit 5 - Mobile Virtual Network Operator licensees* - 2006

Exhibit 6 - Overview of licences awarded to mobile carriers

Exhibit 7 - Wireless Internet services

Exhibit 8 - Mobile data licence winners

Table 1 - Mobile subscriber growth - 1990 - 2006

Table 2 - Fixed-line and mobile phone subscribers and penetration (selected Asian countries) - March 2006

Table 3 - Top 10 Asia mobile markets and annual change (ranked by subscribers) - March 2006

Table 4 - Top 10 Asia mobile markets (ranked by penetration) - 2005/2006

Table 5 - Top 10 Asia mobile operators (by subscribers) - March 2005

Table 6 - Top 10 Asia mobile operators (by subscribers) - March 2006

Table 7 - Asia’s mobile markets: under 10% penetration - March 2006

Table 8 - Asia’s mobile markets: penetration between 10% and 20% - March 2006

Table 9 - GSM subscriber growth - 1997 - 2006

Table 10 - CDMA subscriber growth - 1997 - 2006

Table 11 - Prepaid mobile subscriber growth in Asia - 1999 - 2006

Table 12 - Prepaid subscribers - selected operators - December 2005

Table 13 - SMS traffic (selected markets) - December 2005

Table 14 - MMS user growth (selected markets) - 2005

Table 15 - Wireless Internet subscribers - February 2006

Table 16 - 3G WCDMA subscriber growth in Asia - 2004 - 2006

Table 17 - WCDMA, 1xRTT, and 1xEVDO subscribers - March 2006

Table 18 - Mobile statistics overview China - 2005

Table 19 - Mobile subscribers by operator, system and annual growth - 2005

Table 20 - Mobile subscriber growth - 1995 - 2006

Table 21 - ‘Little Smart’ subscriber growth - 2002 - 2006

Table 22 - Prepaid mobile subscribers by operator - December 2005

Table 23 - Mobile statistics overview Hong Kong - February 2006

Table 24 - Mobile subscriber growth - 1995 - 2006

Table 25 - Mobile service revenue - 1992 - 2006

Table 26 - Mobile subscribers by operator and annual change - December 2005

Table 27 - Operator market share by subscribers - 2003 - 2005

Table 28 - Hong Kong CSL* subscribers and annual change - 1998 - 2005

Table 29 - New World Mobility subscribers and annual change - 1998 - 2005

Table 30 - Hutchison subscribers and annual change - 1998 - 2005

Table 31 - Peoples subscribers and annual change - 1998 - 2005

Table 32 - SmarTone subscribers and annual change - 1998 - 2005

Table 33 - Sunday* subscribers and annual change - 1998 - 2005

Table 34 - Prepaid SIM card growth - 1997 - 2006

Table 35 - Monthly SMS volume - 2002 - 2006

Table 36 - 2.5G subscriber growth - 2002 - 2006

Table 37 - Mobile statistics overview Japan - January 2006

Table 38 - Mobile subscriber growth - 1995 - 2006

Table 39 - Mobile subscribers by system - 2005

Table 40 - cdmaOne subscribers - 1999 - 2006

Table 41 - CDMA 2000 1x subscribers - 2003 - 2006

Table 42 - WCDMA subscribers - 2003 - 2006

Table 43 - PHS subscribers by carrier - 2005 - 2006

Table 44 - PHS subscribers - 1995 - 2006

Table 45 - 3G subscribers by operator in Japan - 2005

Table 46 - NTT DoCoMo FOMA WCDMA subscribers - 2001 - 2006

Table 47 - Mobile subscribers by operator - 2005

Table 48 - Prepaid mobile subscribers - April 2006

Table 49 - Wireless Internet subscribers - April 2006

Table 50 - Mobile statistics overview Macau - April 2006

Table 51 - Mobile subscriber growth - 1990 - 2006

Table 52 - Mobile subscribers by operator and annual change - December 2005

Table 53 - Mobile statistics overview Mongolia - March 2006

Table 54 - Mobile subscribers and yearly growth by operator - March 2006

Table 55 - Mobile subscribers, penetration and annual change - 1996 - 2006

Table 56 - Mobile statistics overview North Korea - 2005

Table 57 - Mobile statistics overview South Korea - 2005

Table 58 -Mobile subscriber growth - 1994 - 2006

Table 59 - CDMA 2000 1x subscribers by operator and system - 2004 - 2005

Table 60 - Mobile subscribers and market share by operator - December 2005

Table 61 - Mobile subscribers and annual change by operator and technology - December 2005

Table 62 - Mobile statistics overview Taiwan - 2006

Table 63 - Mobile subscriber growth and penetration - 1995 - 2006

Table 64 - Mobile services revenue - 1992 - 2006

Table 65 - 3G mobile subscriber growth - 2003 - 2006

Table 66 - Mobile subscribers by operator and annual change - December 2005

Table 67 - Operator market share by subscribers - December 2005

Table 68 - Chunghwa Telecom mobile subscribers and annual change - 1998 - 2005

Table 69 - Far EasTone mobile subscribers and annual change - 1998 - 2005

Table 70 - KG Telecom mobile subscribers and annual change - 1998 - 2005

Table 71 - Taiwan Mobile subscribers and annual change - 1998 - 2005

Table 72 - APBW mobile subscribers and annual change - 2003 - 2005

Table 73 - PHS subscriber growth - 2001 - 2006

Table 74 - WAP subscriber growth - 2001 - 2006

Table 75 - GPRS subscriber growth - 2001 - 2006