China Telecommunications Report Q3 2009

Publication Date	June 2009
Publisher	Business Monitor
Product Type	Report
Pages	105
ISBN Number	not applicable
Product Code	BMI04012

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Summary

BMI has extended its coverage of the fixed-line and broadband sections of the China Telecommunications Report, complementing previous additions made to the mobile section (remaining the same over the quarter) in Q209 with regard to mobile content and regional markets.

At the end of March 2009, there were a total of 335.31mn fixed lines, of which urban fixed-line subscribers dominated on 228.04mn, the remainder based in rural areas. That urban areas, due to their greater accessibility and also wealth, should retain most of the fixed lines in the country is no surprise.

However, on closer inspection and on a provincial level, as revealed in our regional fixed-line tables, it was noted that, despite the overall assumption that fixed line was in decline, there were still areas of growth. Indeed over the year, east China's fixed line noted an increase in fixed-line subscribers overall, compared to both central and west China. This largely came from rural markets, up by 7% y-o-y, while urban markets noted a smaller rise of 2.6% y-o-y.

As the overall number of fixed-line subscribers has fallen, so, too, has the amount of time spent on voice telephony calls. The total amount of time spent on fixed lines fell by 6.6% in the year to 206.728bn minutes, of which the majority were accounted for by domestic long-distance (DLD) calls at 99% or 204.666bn minutes, down by 6.4% y-o-y. The remainder was made up of either international calls (excluding Hong Kong, Macau and Taiwan), at 11.19bn minutes (down by 19.3% y-o-y), while Hong Kong, Macau and Taiwan call minutes fell the most by 34.9% y-o-y to 9.4bn minutes.

Demand for broadband services continues thanks to the ever-growing prevalence of content, and in particular that of online gaming, online video and online music, coupled together with basic internet applications of search engines and instant messaging. By the end of March 2009, there were a total of 88.13mn broadband subscribers, up from the 83.425mn reported at the end of 2008. During the year, the market expanded by 26%, up from 28% in the previous year. This expanded at a slower rate than internet, which according to CNNIC had risen by an impressive 78% in 2008. The difference in growth between broadband and internet we believe relates to cost as well as network availability. Certainly, China's fixedline operators have outlined significant investments into their broadband infrastructures with China Unicom spending some CNY9.049bn in 2008. As network speeds and capacity rise, so, too, will the demand for broadband services.

Content

Executive Summary
SWOT Analysis
China Wireline (Fixed-Line and Broadband) Business Environment SWOT
China Mobile Business Environment SWOT
China Political SWOT
China Economic SWOT
China Business Environment SWOT
Business Environment Rankings
Asia
China
- Table: Asia Telecoms Business Environment Rankings
Industry Forecast Scenario
Mobile
- Table: China Telecoms Sector - Mobiles - Historical Data & Forecasts
Fixed Line
- Table: China Telecoms Sector - Fixed Lines - Historical Data & Forecasts
Internet
- Table: China Telecoms Sector - Internet - Historical Data & Forecasts
Market Data Analysis
Mobile Market
Mobile Overview
- Table: China Mobile Market, December 2008
Subscriber Mix
ARPU & MOU
- Table: China ARPU Levels, 2006-Q308
3G
Mobile Contract Wins
- Table: Mobile Contract Wins (2008-2009)
Mobile Content
Regional Outlook
- Table: Asia VAS Market By Service
Country Outlook
- Table: China Mobile VAS Revenues (CNYbn)
SMS
Ringtones
Mobile Broadband
Mobile Gaming
Mobile TV
Value-Added Services Timeline
- Table: Selected VAS Services Launched, 2008-2009
Regional Mobile Markets
East China
East China Regional Mobile Markets
Guangdong
Zhejiang
Shanghai
Beijing
West China
West China Regional Mobile Markets - No. Of Mobile Subscribers (mn)
Sichuan
Chongqing
Central China
Central China Regional Mobile Market - No. Of Mobile Subscribers (mn)
Hubei
Mobile Operator Data
China Mobile Market Overview
China Mobile
China Unicom
Fixed-Line
- Table: China Local Access Market, March 2009
Regional Fixed-Line Markets
East China
East China Regional Fixed-Line Markets - No. Of Fixed-Line Subscribers (mn)
Central China
Central China Regional Fixed-Line Market - No. Of Fixed-Line Subscribers (mn)
West China
West China Regional Fixed-Line Markets - No. Of Fixed-Line Subscribers (mn)
Broadband
China Telecom
China Unicom
Others
Broadband Content
- Table: China's Internet Applications (2008)
Handset Manufacturers
- Table: Nokia Mobile Device (mn) And Equipment Net Sales (EURmn) By Region
Regulatory Environment
China: Regulatory Bodies And Their Responsibilities
Regulatory Developments
Competitive Landscape
Competitor Analysis Tables
- Table: Key Players - China Telecoms Market
- Table: Selected Operators Revenue Growth 2002-2007
Company Monitor
- Table: Nokia: Reported Q408 Results (EURmn)
Nokia Mobile Device By Geographic Area (mn units)
Nokia Siemens Networks Net Sales By Geography
Major Equipment And Services Awarded To Nokia (2007-09)
Selected Profiles - Operators
China Telecom
China Mobile (Hong Kong)
China Unicom
Appendix
Fixed Line
- Table: Regional Fixed-Line Penetration Overview
Broadband
- Table: Regional Broadband Penetration Overview
Mobile
- Table: Regional Mobile Penetration Overview
- Table: Telecommunications Glossary Of Terms
Telecoms Business Environment Ratings Methodology
Weighting
- Table: Weighting
- Table: Indicators
Country Snapshot: China Demographic Data
- Table: Demographic Indicators, 2005-2030
- Table: Rural/Urban Breakdown, 2005-2030
Section 2: Education And Healthcare
- Table: Education, 2002-2005
- Table: Vital Statistics, 2005-2030
Section 3: Labour Market And Spending Power
- Table: Employment Indicators, 2001-2006
- Table: Consumer Expenditure, 2000-2012 (US$)
- Table: Average Annual Manufacturing Wages, 2005-2012
BMI Telecoms Forecast & Sourcing
How We Generate Our Industry Forecasts
Telecommunications Industry Forecasting:
Key Indicators
Business Environment Ratings
Sources