Just Released: "China Telecommunications Report Q2 2013"

2013-03-15 12:39:14 - Fast Market Research recommends "China Telecommunications Report Q2 2013" from Business Monitor International, now available

BMI View: The Chinese telecommunications industry is the biggest in the world in terms of existing size and growth potential in light of the country's sizeable population. The 1.1bn mobile subscribers represent only a penetration rate of 80%, with a large proportion of consumers in rural regions still untapped. However, fulfilling the potential requires significant investment from the private and public sector, a capability that could weaken if the broader economy deteriorates. That said, we maintain our view that the prospects for H113 look relatively bright.

Key Data:

* With the availability of end-December 2012 subscriber data, we have tweaked our expectations for China's mobile, fixed-line and broadband sectors. By 2017, we forecast 1.6bn mobile subscribers, of which 35.6% are using

3G subscription.
* While the growth trajectory in the fixed broadband market is forecast to remain robust, we expect mobile broadband solutions to outperform, especially when LTE services are on the horizon.
* ARPU levels are forecast to trend downwards due to competition and rural expansion, although the strong demand for 3G services is still providing support.

Full Report Details at
- www.fastmr.com/prod/552276_china_telecommunications_report_q2_20 ..

Key Trends And Developments

China's Ministry of Industry and Information Technology (MIIT) has issued a draft proposal for the introduction of mobile virtual network operators (MVNOs). Network operators, namely China Mobile, China Unicom and China Telecom, will be required to partner with at least two MVNOs during the twoyear trial. Optimistically, operations could start as early as April 2013.

The MIIT has also introduced new regulations that aim to increase fibre broadband adoption and speeds in the country, most notably by levelling the playing field. One of the provisions is to ensure that future housing projects will come equipped with fibre technology, thereby eliminating time and upgrade cost from older copper networks. This move also elevates broadband connectivity to the same status as utilities such as water and electricity.

China rose to fifth position in BMI's Asia Pacific Telecoms Risk/Reward Ratings with a Telecoms Rating score of 63.1. Fears over China's shaky financial system, overvalued property market, and huge industrial overcapacity have been replaced by hopes that policymakers can engineer a recovery back above the 8% level. We maintain our view that the prospects for H113 look relatively bright. However, there may be some negative surprises in store as the year progresses as the recovery comes up against the country's structural hurdles. As such, we are forecasting real GDP growth of 7.5% in 2013, versus the Bloomberg consensus of 8.1%.

Report Table of Contents:

BMI Industry View
SWOT
- Mobile SWOT
- Wireline SWOT
- Political
- Economic
- Business Environment
Industry Forecast
- Mobile
- Table: China Telecoms Sector - Mobile - Historical Data And Forecasts
- ARPU
- Table: China Telecoms Sector - Mobile ARPU - Historical Data And Forecasts (CNY)
- Fixed-Line
- Table: China Telecoms Sector - Fixed-Line - Historical Data And Forecasts
- Broadband
- Table: China Telecoms Sector - Broadband - Historical Data And Forecasts
Industry Risk Reward Ratings
- Asia Pacific Risk/Reward Ratings
- Table: Asia Pacific Telecoms Risk/Reward Ratings Q2 2013
- China
Market Overview
- Mobile
- Regional Perspective
- Table: China Mobile Market Regional Comparison, 2012
- Key Developments
- Market Growth
- Market Shares
- Usage
- Table: China Operator ARPUs (CNY)
- MVNOs
- Networks
- Mobile Content
- Table: China Mobile Voice And Non-Voice Revenues (CNYmn)
- Table: Selected VAS
- Regional Mobile Markets
- East China
- Table: East China Regional Mobile Markets
- Central China
- Table: Central China Regional Mobile Markets
- West China
- Table: West China Regional Mobile Markets
- Table: China Mobile Market Overview
- Table: China Mobile
- Table: China Unicom
- Table: China Telecom
- Asia Pacific Mobile Content
- Fixed-Line
- Table: China Local Access Market, December 2012
- China Regional Fixed-Line Markets
- East China
- Table: East China Regional Fixed-Line Markets
- Central China
- Table: Central China Regional Mobile Markets
- West China
- Table: West China Regional Fixed-Line Markets
- Broadband
- Broadband Content
- Table: China Internet Application Users
Industry Trends And Developments
- Table: Market Developments
Regulatory Development
- Table: China Regulatory Bodies And Their Responsibilities
- Regulatory Developments
Competitive Landscape
- Table: China Telecoms Market Key Players
- Table: Selected China Telecoms Operator Revenue (US$mn)
Company Profile
- China Telecom
- China Mobile
- China Unicom
Regional Overview
- Vendor Profile
- Table: ZTE Product Portfolio
- Financial Performance
- Table: Major Telecoms Equipment Vendor Revenue (US$mn)
- Moving Beyond Key Markets
- Table: ZTE Asia Developments
Demographic Forecast
- Table: China's Population By Age Group, 1990-2020 ('000)
- Table: China's Population By Age Group, 1990-2020 (% of total)
- Table: China's Key Population Ratios, 1990-2020
- Table: China's Rural And Urban Population, 1990-2020
Glossary
- Table: Glossary Of Terms
Methodology
- How We Generate Our Industry Forecasts
- Table: Key Indicators For Telecommunications Industry Forecasts
- Telecoms Business Environment Ratings
- Table: Ratings Indicators
- Table: Weighting Of Indicators

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