China Telecom Industry Forecast to 2012

China Telecom Industry Forecast to 2012

China’s telecommunication sector has been continuously witnessing considerable developments over the recent years. The country now owns the world’s largest telecommunication networks in terms of both network capacity and number of subscribers. The telecom industry has experienced double-digit growth over the past decade. And the recent move by the government, aimed at restructuring the domestic telecom industry following the issuance of 3G licenses in early 2009, has brought about a wave of rapid development and deployment of telecom infrastructure throughout the country.

According to our report on the sector called “China Telecom Industry Forecast to 2012”, operators continue to invest billions of dollars into the development of world-class telecom infrastructure in the country, despite gloomy economic environment. The issuance of 3G licenses in January 2009 has initiated a wave of investments that has long been waited for.

We have found that the country continue to see fast addition of subscribers in its mobile, Internet and broadband sector. Meanwhile, declining trend has been seen in its fixed line telephony market and we expect same trend to continue in near future as well. However, subscribers in mobile, Internet and broadband sector are forecasted to grow at CAGR of more than 8%, around 17% and 26% respectively during 2009-2012 and their respective penetration rate will approach nearly 67%, 42% and 16% by the end of 2012. Various factors which will drive this future growth have been thoroughly discussed in the report.

“China Telecom Industry Forecast to 2012” provides extensive research and analysis on the rapidly growing Chinese telecom market. It provides detailed analysis on the country’s fixed-line telephony, mobile telephony, Internet and broadband market, coupled with their current performance and future prospects. The report provides clients an insight into the emerging technologies, subscriber growth, handset sales, market share, market penetration, opportunities and roadblocks, and future scenario of the Chinese telecom market.

1. Analyst View
2. Research Methodology
3. China Telecom Sector - An Overview
4. Market Attractions
4.1 Economic Landscape
4.2 Favorable Demographics
4.3 Government Support
4.4 Bridging the Digital Divide
4.5 3G Technology
5. Market Performance and Outlook to 2012
5.1 Fixed-line Telephony
5.1.1 By Subscribers
5.1.2 By Urban/Rural Areas
5.1.3 By Provinces
5.2 Mobile Telephony
5.2.1 By Subscribers
5.2.2 By Technologies
5.2.3 By Service Providers
5.2.4 By Provinces
5.3 Internet
5.3.1 By Users
5.3.2 By Urban/Rural Areas
5.3.3 By Provinces
5.4 Broadband
5.4.1 By Subscribers
5.4.2 By Technologies
5.4.3 By Service Providers
6. New Technological Deployments and Outlook
6.1 3G
6.2 IPTV
6.3 Mobile TV
6.4 WiMAX
7. Potential Growth Areas
7.1 IT-enabled Solutions
7.2 Computer Vendors
7.3 Handset Vendors
7.4 Value-added Service Providers
7.5 Network Security
7.6 Online Gaming
7.7 Online Advertising
8. Roadblocks and RNCOS Recommendations
9. Competitive Landscape
9.1 China Mobile Limited
9.2 China Unicom (Hong Kong) Limited
9.3 China Telecom Corporation Limited

List of Figures:

Figure 3-1: Fixed Asset Investment in Telecom Industry (Billion Yuan), 2006-2008
Figure 3-2: Telecom Industry Revenue (Billion Yuan), 2007 & 2008
Figure 3-3: Breakup of Telecom Industry Revenue (%), 2008
Figure 4-1: GDP (Trillion Yuan), 2006-2008
Figure 4-2: Fixed Asset Investment (Trillion Yuan), 2006-2008
Figure 4-3: Fixed Asset Investment in Urban and Rural Areas (%), 2008
Figure 4-4: Population (Million), 2006-2008
Figure 4-5: Share of Population in Urban and Rural Areas (2008)
Figure 4-6: Per Capita Net Income of Rural Households (Yuan), 2006-2008
Figure 4-7: Per Capita Disposable Income of Urban Households (Yuan), 2006-2008
Figure 5-1: Number of Fixed-line Telephone Subscribers (Million), 2005-2008
Figure 5-2: Penetration of Fixed-line Telephone Subscribers (%), 2005-2008
Figure 5-3: Forecast for Number of Fixed-line Telephone Subscribers (Million), 2009-2012
Figure 5-4: Forecast for Penetration of Fixed-line Telephone Subscribers (%), 2009-2012
Figure 5-5: Share of Fixed-line Telephone Subscribers in Urban and Rural Areas (2008)
Figure 5-6: Fixed-line Telephone Subscribers by Province (%), 2008
Figure 5-7: Number of Mobile Subscribers (Million), 2005-2008
Figure 5-8: Penetration of Mobile Subscribers (%), 2005-2008
Figure 5-9: Total Mobile Phone Calls (Trillion Minutes), 2007 & 2008
Figure 5-10: Mobile SMS Traffic (Billion), 2007 & 2008
Figure 5-11: Forecast for Number of Mobile Subscribers (Million), 2009-2012
Figure 5-12: Forecast for Penetration of Mobile Subscribers (%), 2009-2012
Figure 5-13: Mobile Subscribers by Technology (%), April 2009
Figure 5-14: Mobile Subscribers by Service Provider (%), April 2009
Figure 5-15: Mobile Subscribers by Province (%), 2008
Figure 5-16: Number of Mobile Subscribers in Eastern Province by State (Million), 2008
Figure 5-17: Number of Mobile Subscribers in Central Province by State (Million), 2008
Figure 5-18: Number of Mobile Subscribers in Western Province by State (Million), 2008
Figure 5-19: Number of Internet Users (Million), 2005-2008
Figure 5-20: Penetration of Internet Users (%), 2005-2008
Figure 5-21: Forecast for Number of Internet Users (Million), 2009-2012
Figure 5-22: Forecast for Penetration of Internet Users (%), 2009-2012
Figure 5-23: Number of Internet Users in Urban and Rural Areas (Million), 2006-2008
Figure 5-24: Number of Broadband Subscribers (Million), 2005-2008
Figure 5-25: Penetration of Broadband Subscribers (%), 2005-2008
Figure 5-26: Forecast for Number of Broadband Subscribers (Million), 2009-2012
Figure 5-27: Forecast for Penetration of Broadband Subscribers (%), 2009-2012
Figure 5-28: Broadband Subscribers by Technology (%), 2008
Figure 5-29: Broadband Subscribers by Service Provider (%), April 2009
Figure 6-1: Forecast for Number of IPTV Subscribers (Million), 2009-2012
Figure 6-2: Number of Mobile TV Users (Million), 2006-2008
Figure 6-3: Mobile TV Users by Service Type (%), 2008
Figure 6-4: Forecast for Number of Mobile TV Users (Million), 2009-2012
Figure 6-5: Forecast for Mobile TV Users by Service Type (%), 2012
Figure 6-6: Forecast for Mobile TV Market (Billion Yuan), 2009-2012
Figure 6-7: Forecast for Number of WiMAX Users (Million), 2009-2012
Figure 6-8: Forecast for WiMAX Users by Service (%), 2012
Figure 7-1: IT Spending in Telecom Industry (Billion Yuan), 2006-2008
Figure 7-2: IT Application Solutions Market in Telecom Industry (Billion Yuan), 2007 & 2012
Figure 7-3: Forecast for IT Spending in Telecom Industry (Billion Yuan), 2009-2012
Figure 7-4: Forecast for Breakup of IT Investment in Telecom Industry (%), 2012
Figure 7-5: Computer Sales (Million Units), 2006-2008
Figure 7-6: Laptop Sales (Million Units), 2006-2008
Figure 7-7: Desktop Sales (Million Units), 2007 & 2008
Figure 7-8: Forecast for Laptop Sales (Million Units), 2009-2012
Figure 7-9: Forecast for Netbooks Shipment (Million Units), 2009 & 2012
Figure 7-10: Mobile Phone Sales (Million Units), 2006-2008
Figure 7-11: Mobile Phone Sales by Player (%), Oct 2008
Figure 7-12: Forecast for Mobile Phone Sales (Million Units), 2009-2012
Figure 7-13: Telecom Value-added Service Revenue (Billion Yuan), 2006-2008
Figure 7-14: Share of MVAS in Telecom Value-added Service Revenue (2008)
Figure 7-15: Forecast for Telecom Value-added Service Revenue (Billion Yuan), 2009-2012
Figure 7-16: Forecast for Share of MVAS in Telecom Value-added Service Revenue (2012)
Figure 7-17: Network Security Product Market (Billion Yuan), 2006-2008
Figure 7-18: Share of Leading Providers of Network Security Products/Services (Q4 2008)
Figure 7-19: Forecast for Network Security Product Market (Billion Yuan), 2009-2012
Figure 7-20: Number of Online Game Players (Million), 2007 & 2008
Figure 7-21: Online Game Market (Billion Yuan), 2007 & 2008
Figure 7-22: Share of Leading Companies in Online Game Market (Q1 2009)
Figure 7-23: Forecast for Number of Online Game Players (Million), 2009-2012
Figure 7-24: Forecast for Online Game Market (Billion Yuan), 2009-2012
Figure 7-25: Mobile Online Game Market (Million Yuan), 2007 & 2008
Figure 7-26: Number of Mobile Online Game Players (Million), 2007 & 2012
Figure 7-27: Online Advertising Market (Billion Yuan), 2007 & 2008
Figure 7-28: Online Advertising Market by Segment (%), 2008
Figure 7-29: Share of Leading Players in Online Advertising Market (Q2 2009)
Figure 7-30: Forecast for Online Advertisement Market (Billion Yuan), 2009 & 2012

List of Tables:

Table 4-1: Number of Households by Income Bracket (‘000), 2006-2009
Table 5-1: Share of Urban and Rural Fixed-line Telephone Subscribers by Province (2006-2008)
Table 5-2: Number of Internet Users by State (‘000), 2007 & 2008