China Telecommunications Report

Providing expert analysis, independent forecasts and competitive intelligence on the telecommunications industry.

Report includes: BMI Industry View, Industry SWOT Analysis, BMI Industry Forecast Scenario, Telecommunications Risk Reward Index, Market Overview, Regulatory Environment, Company Profiles and Competitive

Why you should buy this report

  • Benefit from the latest market opportunities
  • Understand the threats to your operations and investments and protect your company against future risks
  • Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market
  • Get a full view of the competitive landscape to assess your market position.
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China Telecommunications Report
Product Price
$1,295.00

BMI View : Operator strategies will continue to chime with the government ' s directive to drive uptake of wireline broadband and machine-to-machine (M2M) connections . However, this means that even as subscription numbers rise, the prices of basic services will be compressed and o perators will derive profit growth by developing and bundling value-added services with basic connectivity . .

4G Subscription Growth Propels Mobile Market
China Mobile Market Forecasts
f = BMI forecast. Source: BMI, national sources

Latest Updates & Industry Developments

  • The Ministry of Industry and Information Technology (MIIT) reports that total 3G and 4G subscribers reached 808.6mn in 2015, a 34% growth y-o-y. Subscriber numbers released by individual operators show that market leader China Mobile leads the race with an 80.9% share of the 4G market, while China Unicom and China Telecom have shares of 4.0% and 15.1% respectively. We believe 3G/ 4G subscribers will rise to 942.63bn in 2016.

  • The expansion of fixed broadband networks will be supported by the government through funding and opening up of the sector to private competitors. This will lead to growth in broadband subscribers from 213.4mn at end-2015 to 271.4mn by 2019, though subscriber growth will be outstripped by mobile data.

BMI Industry View
7
SWOT
9
Industry SWOT
9
Industry Forecast
11
Latest Updates
11
Structural Trends
11
Table: Telecoms Sector - Historical Data & Forecasts (China 2013-2020)
14
Industry Trend Analysis
15
Industry Risk Reward Index
20
Asia Pacific Risk/Reward Index
20
Table: Asia Pacific Telecoms Risk/Reward Index, Q316
22
China Risk/Reward Index
23
Market Overview
25
Market Drivers & Trends
25
Mobile
25
Wireline Voice & Broadband
30
Regulatory Development
34
Regulatory Overview
34
Table: Division Of Regulatory Responsibilities In China
35
Regulatory Developments
36
Competitive Landscape
39
Table: China Telecoms Market Key Players
39
Table: China Telecoms Operator Revenues, 2007-2015 (USDmn)
39
Mobile Operator Data
39
Table: China Mobile Market Overview
39
Table: China Mobile
40
Table: China Unicom
43
Table: China Telecom
44
Company Profile
46
China Mobile
46
China Telecom
51
China Unicom
58
Demographic Forecast
63
Table: Population Headline Indicators (China 1990-2025)
64
Table: Key Population Ratios (China 1990-2025)
64
Table: Urban/Rural Population & Life Expectancy (China 1990-2025)
65
Table: Population By Age Group (China 1990-2025)
65
Table: Population By Age Group % (China 1990-2025)
66
Glossary
68
Table: Glossary Of Terms
68
Appendix
70
13th Five-Year Plan: Key Points
70
Summary Of Contents
70
Chapter 1: Overview
71
Table: Targets
71
Chapter 2: Innovation To Drive Development
72
Chapter 3: Economic Institutions
73
Chapter 4: Modernisation Of The Agricultural Sector
74
Chapter 5: Industries
75
Chapter 6: Expand The Network Economy
76
Chapter 7: Build A Modern Infrastructure Network
76
Chapter 8: New-Type Urbanisation
77
Chapter 9: Coordination Of Regional Development
78
Chapter 10: Environmental Protection
79
Chapter 11: Continue Opening Up
79
Others:
79
Methodology
81
Industry Forecast Methodology
81
Sources
83
Risk/Reward Index Methodology
83
Table: Risk/Reward Index Indicators
84
Table: Weighting Of Indicators
85

The China Telecommunications Report features BMI Research's independent industry forecasts on the future strength of China's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's China Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in China.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for China to test other views - a key input for successful budgeting and strategic business planning in the Chinese telecoms market.
  • Target business opportunities and risks in China's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in China.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI’s key industry forecasts and views, covering the ARPU, fixed-line, mobile (including 3G & 4G), internet and broadband markets.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.

BMI Industry Forecast Scenario

Historic data series (2010-2013) and forecasts to end-2019 for all key industry indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

  • Fixed-line Telephony – Telephone lines (‘000); telephone lines/100 inhabitants.
  • Cellular Telephony – Mobile phone subscribers (‘000); mobile phone subscribers/100 inhabitants; and where available, 3G & 4G subscribers (‘000); 3G & 4G subscribers/100 inhabitants; 3G & 4G subscribers as a percentage of overall mobile market.
  • Internet Markets – Internet users (‘000); internet users/100 inhabitants; broadband internet subscribers (‘000); broadband internet subscribers/100 inhabitants.

BMI’s Telecommunications Risk Reward Index

BMI’s Risk Reward Indices provide investors (vendors, operators and suppliers) looking for opportunities in the region with a clear country comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide an Indices of highest to lowest appeal to investors, with each position explained.

Market Data Analysis

Detailed market analysis of the mobile, mobile content, fixed-line and internet segments, broken down into:

  • Market Data – Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
  • Technology/Service Rollout – Analysis of rollout/adoption of new technology, such as 3G & 4G, WiMAX, IPTV, pay-TV, LTE and valueadded handset services (gaming, music, video, apps etc.).
  • Mobile Content – The latest trends in content and services available and being introduced by mobile operators, including a timeline of all the latest major mobile content developments.
    Company Database – A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G & 4G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment

Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. Also covers the latest updates in the market’s development and regulatory rulings.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

Sources

The Telecommunications Reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.