2009 Annual Deep Research Report on China Mobile Communications Value-Added Services

Table of Contents

• Research Object
• Main Conclusions
• Key Findings

I. Overview of the Global Mobile Communications Value-Added Services Market in 2008

• (I) Size and Growth
• 1. Number of Telecom Users and Its Growth
• 2. Size and Growth of the Mobile Value-Added Services Market
• 3. Size and Growth of the 3G Services Market

• (II) Basic Characteristics
• 1. Mobile Communications Business Revenues Grew Steadily, and Low-End Users Became the Main Source of New Users
• 2. With a Focus on User Experience, 3G Services Became the Main Point of Development of Mobile Value-Added Services Worldwide
• 3. The Asia/Pacific Region Overtook the United States to Become a Bigger Mobile Internet Market, While Japan and South Korea Continue to Have More Users

• (III) Current Status of Major Developed Countries
• 1. The United States
• 2. Europe
• 3. Japan and South Korea

II. Overview of China' s Mobile Communications Value-Added Services Market in 2008

• (I) Status of Development
• 1. Market Size
• 2. Market Structure

• (II) Services Market Segments
• 1. The Traditional 2G Value-Added Services Market
• 2. The 3G Value-Added Services Market

• (III) Characteristics of Market Growth
• 1. 3G Brings New Opportunities to Mobile Value-Added Services, and New Services Will Emerge Rapidly
• 2. Enhanced 3G Services Are Still the Key Services for Carriers to Promote
• 3. Mobile Value-Added Services Are Regionally Concentrated, and Their Regional Development Is Still Imbalanced
• 4. Competitions in the Mobile Value-Added Market Have Intensified, and Falling Profits Have Forced SPs to Transform

III. Competitions in China' s Mobile Communications Value-Added Services Market in 2008

• (I) Pattern of Competitions Between Telecom Carriers
• 1. China Mobile
• 2. China Telecom
• 3. China Unicom

• (II) Pattern of Competitions Between Mobile Value-Added Service Providers (SP)
• 1. Kong.net
• 2. Sina
• 3. Hurray
• 4. Linktone

IV. Factors Affecting China' s Mobile Communications Value-Added Services Market,2009-2011

• (I) Favorable Factors
• 1. Data Services Will Become a New Source of Profit for Carriers
• 2. Telecom Restructuring Will Directly Push Forward Telecom Carriers' Value-Added Services Management Platforms to Become Integrated Platforms

• (II) Hindrance Factors
• 1. There Is Lack of Innovative Services, and New Services Have a Rather Short Lifecycle
• 2. A Few Services Including SMS Account for Most Market Shares, While There Are Few Profitable Services

V. Trend of China' s Mobile Communications Value-Added Services Market, 2009-2011

• 1. Mobile Value-Added Services Will Change from Entertainment-Type to Functional Type
• 2. The Mobile Value-Added Industry Chain Enters a Period of In-Depth Integration, and SPs Will Face the Difficulties of Transformation
• 3. Carriers' Attitude Towards SPs Has Apparently Changed, and Opening and Cooperation Will Become the Trend
• 4. The Value-Added Services Industry Chain Faces Profound Changes

VI. Forecast for China' s Mobile Communications Value-Added Services Market, 2009-2011

• 1. Forecast for Total Telecom Business Revenues
• 2. Forecast for Telecom Value-Added Services Revenues
• 3. Forecast for Mobile Communication Value-Added Services Revenues
• 4. Forecast for Size and Growth of 3G Users and Market

VII. Recommendations from CCID Consulting

• 1. Should Strengthen Telecom Value-Added Services Policies Regulation
• 2. Implement Differentiated Strategies to Tap the Demand in the Value-Added Services Market Segments
• 3. In the 3G Era, Strengthen Mobile Phone Customization Strategies and Cooperation with Value-Added Service Providers

Report Specifications

List of Tables

• Table 1: Size and Growth of Global Mobile Carriers' Business Revenues in 2008
• Table 2: Percentage and Its Growth of Global Mobile Carriers' Business Revenues in 2008
• Table 3: Matrix Analysis of SPs' Competition Postures in 2008
• Table 4: Kong.net' s Competitive Strategies in 2008
• Table 5: Sina' s Competitive Strategies in 2008
• Table 6: Hurray' s Competitive Strategies in 2008
• Table 7: Linktone' s Competitive Strategies in 2008
• Table 8: 3G Network Business Revenues, 2009-2011 --- By Segment
• Table 9: Size of 3G Services Segments, 2009-2011

List of Figures

• Fig. 1: Total Number of Global Telecom Users and Its Growth, 2004-2008
• Fig. 2: Number and Growth of Mobile Phone Users in the World, 2004-2008
• Fig. 3: Global Mobile Communications Business Revenues and Growth, 2004-2008
• Fig. 4: Size and Growth of Global Telecom Carriers' Value-Added Business Revenues, 2004-2008
• Fig. 5: Size and Its Growth of Global Mobile Carriers' 3G Business Revenues,2006-2008
• Fig. 6: Monthly ARPU Value of Global Mobile Communications Services and Its Rate of Change, 2004- 2008
• Fig. 7: Distribution of the Global Mobile Internet Industry in 2008
• Fig. 8: Distribution of Mobile Internet Users in the World in 2008
• Fig. 9: Number of Mobile Phone Users and Its Growth in the United States, 2004-200811
• Fig. 10: Number of Mobile Phone Users and Its Growth in Europe, 2004-2008
• Fig. 11: Number of 3G Users and Its Growth in the World, 2004-2008
• Fig. 12: Number of Mobile Phone Users and Its Growth in Japan, 2004-2008
• Fig. 13: Telecom Business Revenues and Growth in South Korea, 2004-2008 (Trillion won)
• Fig. 14: Number of Mobile Phone Users and Its Growth in South Korea, 2004-2008
• Fig. 15: Growth of Telecom Business Revenues in China, 2004-2008
• Fig. 16: Size of China' s Mobile Communications Value-Added Services Market and Its Percentage of China' s Telecom Value-Added Services Market, 2004-2008
• Fig. 17: Services Structure of China' s Telecom Operation Market in 2008
• Fig. 18: Distribution of Revenues in China' s Mobile Communications Value-Added Services Market Segments in 2008
• Fig. 19: Development of SMS in China, 2004-2008
• Fig. 20: Size and Growth of China' s SMS Market, 2004-2008
• Fig. 21: Size of China' s SMS Market in 2008 --- By Month (Unit: 100 million Yuan)
• Fig. 22: Size of China' s MMS Market, 2004-2008
• Fig. 23: Size of China' s WAP Market, 2004-2008
• Fig. 24: Size of China' s Mobile Internet User Market, 2004-2008
• Fig. 25: Size of China' s CRBT Market, 2004-2008
• Fig. 26: Size of China' s IVR Market, 2004-2008
• Fig. 27: Size and Growth of Mobile Phone TV Business Revenues in China, 2009-2011
• Fig. 28: Size and Growth of Mobile Music Business Revenues in China, 2009-2011
• Fig. 29: Size and Growth of Mobile Phone Games Business Revenues in China, 2009-2011
• Fig. 30: Size and Growth of China' s Positioning Service Market, 2009-2011
• Fig. 31: Number of Positioning Service Users and Its Growth in China, 2009-2011
• Fig. 32: Functional Structure of China Mobile' s Value-Added Services Platform
• Fig. 33: SPs' Competition Status in 2008
• Fig. 34: Forecast for Telecom Business Revenues in China, 2009-2011
• Fig. 35: Forecast for Telecom Value-Added Services Revenues in China, 2009-2011
• Fig. 36: Forecast for Size of China' s Mobile Communications Value-Added Services Market, 2009-2011
• Fig. 37: Forecast for the Number of 3G Users in China, 2009-2011
• Fig. 38: Size and Growth of 3G Services Revenues in China, 2009-2011