2012-06-30 04:07:09 - Fast Market Research recommends "China Telecommunications Report Q3 2012" from Business Monitor International, now available

Latest subscriber data from the Ministry of Industry and Information Technology and Chinese operators - China Mobile, China Unicom and China Telecom - indicated that the industries' growth trajectories are on track to meet our expectations through 2016.

China's 3G industry remained the operators' main focal point due to its significant growth opportunities. At the end of March 2012, there were 151.973mn 3G subscribers, representing 15% of the country's total mobile subscriber base. Although the growth momentum is starting to show signs of weakness, this is largely expected. Mobile operators have been focusing on the more affluent urban cities and the market is rapidly moving towards saturation in light of hefty handset subsidies and marketing. The increasingly prevalent sub-CNY1,000 smartphones strongly

suggest that operators are turning their attention to consumers outside the main cities and the lower end of the purchasing power to sustain subscriber growth. While the aggressive strategy is weighing down on operators' profitability, the longer-term goal is to grab market share in the nascent sector before attempting to bolster profit margins through valueadded services and upgrades.


Full Report Details at
- www.fastmr.com/prod/404169_china_telecommunications_report_q3_20 ..


Mobile operators are not the only companies that are benefiting from China's 3G industry. Handset manufacturers are also eyeing the significant growth opportunities. Apple has formed partnerships with two Chinese mobile operators, although a deal has yet to be struck with market leader China Mobile. Meanwhile, Nokia is hoping that China could jumpstart its flagging smartphone business. Nokia is fully dependent on the Microsoft's Windows Phone operating system (OS) after retiring its Symbian and MeeGo systems, but Microsoft's mobile OS has so far failed to live up to its hype, which remains a distant challenger to the dominance of Apple and Android.

China fell to ninth position in BMI's Asia Pacific Telecoms Risk/Reward Ratings after its Industry Rewards and Country Rewards scores were downgraded. While a stabilisation in the official purchasing managers' index suggests risks to our growth forecast are to the upside, the Q112 7.2% q-o-q annualised real GDP growth outturn supports our view for a hard landing. We continue to see further reserve requirement ratio cuts by the People's Bank of China in the near term, and expect the Bank to begin cutting interest rates at some point this quarter. We are calling for two 25 basis point interest rate cuts in 2012, which would take the benchmark 1-year lending rate to 6.06%. We also expect rates to stay at this level in 2013, which marks a change from our previous forecast that any 2012 rate cuts would be unwound.

Partial Table of Contents:

SWOT Analysis
- China Wireline (Fixed-Line and Broadband) Market SWOT
- China Mobile Market SWOT
- China Political SWOT
- China Economic SWOT
- China Business Environment SWOT
Risk/Reward Ratings
- Asia Pacific
- Table: Asia Pacific Telecoms Risk/Reward Ratings
- China
Industry Forecast Scenario
- Mobile
- Table: China Telecoms Sector - Mobile - Historical Data & Forecasts
- ARPU
- Table: China Telecoms Sector - ARPU - Historical Data & Forecasts (CNY)
- Fixed Line
- Table: China Telecoms Sector - Fixed Lines - Historical Data & Forecasts
- Internet
- Table: China Telecoms Sector - Internet - Historical Data & Forecasts
Market Data Analysis
- Mobile
- Table: China Mobile Market, March 2012
- Table: China Mobile Net Additions, Q411
- ARPU & MOU
- Table: China ARPU Levels (CNY)
- 3G
- Table: China 3G Mobile Market, March 2012
- 4G
- Mobile Contract Wins
- Table: Mobile Contract Wins 2010-2011
- Regional Mobile Markets
- East China
- Table: East China Regional Mobile Markets
- Guangdong
- Zhejiang
- Shanghai
- Beijing
- Central China
- Table: Central China Regional Mobile Markets
- West China
- Table: West China Regional Mobile Markets
- Sichuan
- Chongqing
- Mobile Operator Data
- Table: China Mobile Market Overview
- Table: China Mobile
- Table: China Unicom
- Table: China Telecom
- Mobile Content
- Regional Outlook
- Table: Selected NFC Developments, 2011
- Country Outlook
- Overview
- Table: China Mobile VAS Revenues (CNYbn)
- Mobile Internet
- Mobile TV
- Value-Added Services Timeline
- Table: Selected VAS Services Launched, 2010-2012
- Fixed Line
- Table: China Local Access Market, March 2012
- 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
- China Telecom
- China Unicom
- Broadband Content
- Table: China's Internet Application - No. Of Users
- Triple-Play Services
Regulatory Environment
- Table: China Regulatory Bodies And Their Responsibilities
- Industry Developments
- Regulatory Developments
Competitive Landscape
- Competitor Analysis Tables
- Table: Key Players - China Telecoms Market
- Table: Selected Operators - Revenue Growth, 2005-2011
Company Monitor
- Samsung Electronics
- Table: Samsung Electronics Financial Performance (KRWbn)
Operator Profiles
- China Telecom
- China Mobile (Hong Kong)
- China Unicom
Country Snapshot: China Demographic Data
- Section 1: Population
- 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$)
Glossary Of Terms
- Table: Glossary Of Terms

Full Table of Contents is available at:
-- www.fastmr.com/catalog/product.aspx?productid=404169&dt=t

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