Report: 3G in China - A Pre-launch Overview TOC

Executive Summary 1
- Ex.1 Telecom Operator Restructuring 3
- Ex.2 Operators After Restructuring 3
- Ex.3 Equipment Vendors 5
1 China Market Overview 10
2 3G Testing in China 13
- 2.1 WCDMA Testing in China 13
- 2.2 CDMA2000 Testing in China 17
- 2.3 TD-SCDMA Testing in China19
  - 2.3.1 TD-SCDMA Test21
  - 2.3.2 TD-SCDMA Test Results24
  - 2.3.3 TD-SCDMA Commercial Trials24
3 Chinas Telecom Operators26
- 3.1 China Mobile26
  - 3.1.1 China Mobiles GSM Network26
  - 3.1.2 China Mobiles 3G Trials30
- 3.2 China Unicom34
  - 3.2.1 China Unicoms CDMA Network34
  - 3.2.2 China Unicoms CDMA2000 Trials38
  - 3.2.3 China Unicoms GSM Network41
  - 3.2.4 China Unicoms WCDMA Trials45
- 3.3 China Telecom48
  - 3.3.1 China Telecoms 3G Trials48
- 3.4 China Netcom53
  - 3.4.1 China Netcoms 3G Trials53
- 3.5 China Tietong and China Satcom58
4 Telecom Operator Restructuring60
- 4.1 Scenario 1: A Three Player Market, China Netcom Dissolved61
- 4.2 Scenario 2: A Split TD-SCDMA License62
- 4.3 Scenario 3: No TD-SCDMA License63
5 Chinas 3G Telecom Operators64
- 5.1 China Mobile64
  - 5.1.1 China Mobile 3G Forecast67
  - 5.1.2 China Mobile SWOT Analysis71
- 5.2 China Unicom72
  - 5.2.1 China Unicom 3G Forecast73
  - 5.2.2 China Unicom SWOT Analysis77
- 5.3 China Telecom78
  - 5.3.1 China Telecom 3G Forecast79
  - 5.3.2 China Telecom SWOT Analysis83
- 5.4 China Netcom84
6 Equipment Vendors85
- 6.1 2G Market Overview85
- 6.2 Alcatel Shanghai Bell90
- 6.3 Datang91
- 6.4 Ericsson92
- 6.5 Huawei93
- 6.6 Motorola94
- 6.7 Nokia95
- 6.8 Nortel97
- 6.9 Siemens98
- 6.10 ZTE99
- 6.11 Market Share Forecasts 101
  - 6.11.1 Chinas WCDMA Market 101
  - 6.11.2 Chinas CDMA2000 1x EV-DO Market 103
  - 6.11.3 Chinas TD-SCDMA Market 104
7 Norsons Take 105

List of Figures

Figure Ex-1: Mobile User Forecast, 2006-2010 (M)
Figure Ex-2: Chinas Mobile Subscribers, 2001- 2005 (M)
Figure Ex-3: China Equipment Vendor Market Share, 2004 (%)
Figure Ex-4: China Vendor Market Share Forecast (%)
Figure 1-1: Chinas Telecom Market
Figure 1-2: China Mobile Penetration Rates Map
Figure 1-3: China Mobile Penetration Rates by Province (%)
Figure 2-1: R99 WCDMA System Core Network
Figure 2-2: R4 Network CS System Construction
Figure 2-3: R4 WCDMA System Core Network Equipment
Figure 2-4: R4 IOT Test Construction
Figure 2-5: The Second Stage CDMA2000 Trial Network Test
Figure 2-6: TD-SCDMA Alliance Vendors
Figure 2-7: Domestic and International Vendors TD-SCDMA Cooperation
Figure 2-8: General TD-SCDMA Test Solutions in China, 2005
Figure 2-9: TD-SCDMA Test Classification in China, 2005
Figure 2-10: China TD-SCDMA Trial Network Test Construction, 2005
Figure 2-11: TD-SCDMA Handset Tests in China, 2005
Figure 2-12: China TD-SCDMA Test Terms, 2005
Figure 3-1: China Mobile GSM Subscribers, 2001- 2005 (M)
Figure 3-2: China Mobile GSM Subscribers by Province, June 2005 (M)
Figure 3-3: China Mobile GSM Base Stations by Province, 2005
Figure 3-4: China Mobile GSM MSC by Province, 2005 (M)
Figure 3-5: China Mobile 3G Trial Networks by Vendor
Figure 3-6: China Mobile 3G Trial Networks by Province
Figure 3-7: China Mobile Trial Networks
Figure 3-8: China Mobile R4 and R99 Trial Networks by Vendor
Figure 3-9: China Mobile R99 and R4 Trial Networks
Figure 3-10: China Unicom CDMA Subscribers, 2001-June 2005 (M)
Figure 3-11: China Unicom CDMA Subscribers by Province, 2005 (M)
Figure 3-12: China Unicom CDMA Base Stations by Province, 2004
Figure 3-13: China Unicom CDMA Mobile Switching Centers, 2004 (M)
Figure 3-14: China Unicom CDMA2000 Trial Networks by Vendor
Figure 3-15: China Unicom CDMA2000 Trial Networks by Province, 2005
Figure 3-16: China Unicom CDMA2000 Trial Networks, 2005
Figure 3-17: China Unicom GSM Subscribers, 2001- 2005
Figure 3-18: China Unicom GSM Subscribers by Province, June 2005 (M)
Figure 3-19: China Unicom GSM Base Stations by Province, 2005
Figure 3-20: China Unicom GSM MSC by Province, 2005 (M)
Figure 3-21: China Unicom WCDMA Trial Networks by Vendor
Figure 3-22: China Unicom WCDMA Trial Networks by Province
Figure 3-23: China Unicom Trial Networks
Figure 3-24: China Telecom Geographical Deployment
Figure 3-25: China Telecom 3G Trial Networks by Vendor
Figure 3-26: China Telecom WCDMA Trial Networks by Province, 2005
Figure 3-27: China Telecom 3G Trial Networks
Figure 3-28: China Telecom R99 and R4 Trial Networks by Vendor
Figure 3-29: China Telecom R99 and R4 Trial Networks
Figure 3-30: China Netcom Geographical Deployment
Figure 3-31: China Netcom WCDMA Trial Networks by Vendor
Figure 3-32: China Netcom WCDMA Trial Networks by Province
Figure 3-33: China Netcom 3G Trial Networks
Figure 3-34: China Netcom R99 and R4 Trial Network by Vendor
Figure 3-35: China Netcom R99 and R4 Trial Networks
Figure 4-1: A Three Player Market, China Netcom Dissolved
Figure 4-2: China Netcom up North, China Telecom down South
Figure 4-3: TD-SCDMA Not Mature, China Unicom Split Up
Figure 5-1: China Mobile 3G Network Build out Plan
Figure 5-2: China Mobile 3G Network Investment, 2005-2010 (RMB B)
Figure 5-3: China Mobile User Forecast, 2006-2010 (M)
Figure 5-4: China Mobile Network Capacity Forecast, 2006-2010 (M Lines)
Figure 5-5: China Mobile WCDMA Revenue Forecast, 2006-2010 (RMB B)
Figure 5-6: China Mobile SWOT Analysis
Figure 5-7: China Unicom CDMA2000 Network Investment, 2005-2010 (RMB B)
Figure 5-8: China Unicom User Forecast, 2006-2010 (M)
Figure 5-9: China Unicom Network Capacity Forecast, 2006-2010 (M Lines)
Figure 5-10: China Unicom CDMA2000 Revenue Forecast, 2006-2010 (RMB B)
Figure 5-11: China Unicom SWOT Analysis
Figure 5-12: China Telecom TD-SCDMA Network Investment, 2005-2010 (RMB B)
Figure 5-13: China Telecom User Forecast, 2006-2010 (M Lines)
Figure 5-14: China Telecom Network Capacity Forecast, 2006-2010 (M Lines)
Figure 5-15: China Telecom TD-SCDMA Revenue Forecast, 2006-2010 (RMB B)
Figure 5-16: China Telecom SWOT Analysis
Figure 5-17: China Netcom SWOT Analysis
Figure 6-1: China Mobile GSM Vendor BTS Market Share, 2004
Figure 6-2: China Mobile GSM Vendor MSC Market Share, 2004
Figure 6-3: China Unicom GSM Vendor BTS Market Share, 2004
Figure 6-4: China Unicom GSM Vendor MSC Market Share, 2004
Figure 6-5: China Unicom CDMA Vendor BTS Market Share, 2004
Figure 6-6: Alcatel Shanghai Bell SWOT Analysis
Figure 6-7: Datang SWOT Analysis
Figure 6-8: Ericsson SWOT Analysis
Figure 6-9: Huawei SWOT Analysis
Figure 6-10: Motorola SWOT Analysis
Figure 6-11: Nokia SWOT Analysis
Figure 6-12: Nortel SWOT Analysis
Figure 6-13: Siemens SWOT Analysis
Figure 6-14: ZTE SWOT Analysis
Figure 6-15: WCDMA Vendors Comprehensive Competitiveness
Figure 6-16: WCDMA Vendor Market Share Forecast (%)
Figure 6-17: CDMA2000 Vendors Comprehensive Competitiveness
Figure 6-18: CDMA2000 1x EV-DO Vendor Market Share Forecast (%)
Figure 7-1: 3G User Forecast, 2006-2010 (M)
Figure 7-2: 3G Infrastructure Investment and Revenue, 2006-2010 (RMB B)
Figure 7-3: Annual 3G Network Buildout Investment, 2006-2010 (RMB B)
Figure 7-4: Accumulated Network Buildout Investment, 2006-2010 (RMB B)
Figure 7-5: Accumulated Network Buildout Investment per User, 2006-2010 (RMB)