China Telecom Industry Forecast to 2012

Table of Contents

1. Analyst View

2. Research Methodology

3. China Telecom Sector - An Overview

4. Market Attractions

• 4.1 Economic Landscape
• 4.2 Favorable Demographics
• 4.3 Government Support
• 4.4 Bridging the Digital Divide
• 4.5 3G Technology

5. Market Performance and Outlook to 2012

• 5.1 Fixed-line Telephony
  • 5.1.1 By Subscribers
  • 5.1.2 By Urban/Rural Areas
  • 5.1.3 By Provinces
• 5.2 Mobile Telephony
  • 5.2.1 By Subscribers
  • 5.2.2 By Technologies
  • 5.2.3 By Service Providers
  • 5.2.4 By Provinces
• 5.3 Internet
  • 5.3.1 By Users
  • 5.3.2 By Urban/Rural Areas
  • 5.3.3 By Provinces
• 5.4 Broadband
  • 5.4.1 By Subscribers
  • 5.4.2 By Technologies
  • 5.4.3 By Service Providers

6. New Technological Deployments and Outlook

• 6.1 3G
• 6.2 IPTV
• 6.3 Mobile TV
• 6.4 WiMAX

7. Potential Growth Areas

• 7.1 IT-enabled Solutions
• 7.2 Computer Vendors
• 7.3 Handset Vendors
• 7.4 Value-added Service Providers
• 7.5 Network Security
• 7.6 Online Gaming
• 7.7 Online Advertising

8. Roadblocks and RNCOS Recommendations

9. Competitive Landscape

• 9.1 China Mobile Limited
• 9.2 China Unicom (Hong Kong) Limited
• 9.3 China Telecom Corporation Limited

List of Figures:

• Figure 3-1: Fixed Asset Investment in Telecom Industry (Billion Yuan), 2006-2008
• Figure 3-2: Telecom Industry Revenue (Billion Yuan), 2007 & 2008
• Figure 3-3: Breakup of Telecom Industry Revenue (%), 2008
• Figure 4-1: GDP (Trillion Yuan), 2006-2008
• Figure 4-2: Fixed Asset Investment (Trillion Yuan), 2006-2008
• Figure 4-3: Fixed Asset Investment in Urban and Rural Areas (%), 2008
• Figure 4-4: Population (Million), 2006-2008
• Figure 4-5: Share of Population in Urban and Rural Areas (2008)
• Figure 4-6: Per Capita Net Income of Rural Households (Yuan), 2006-2008
• Figure 4-7: Per Capita Disposable Income of Urban Households (Yuan), 2006-2008
• Figure 5-1: Number of Fixed-line Telephone Subscribers (Million), 2005-2008
• Figure 5-2: Penetration of Fixed-line Telephone Subscribers (%), 2005-2008
• Figure 5-3: Forecast for Number of Fixed-line Telephone Subscribers (Million), 2009-2012
• Figure 5-4: Forecast for Penetration of Fixed-line Telephone Subscribers (%), 2009-2012
• Figure 5-5: Share of Fixed-line Telephone Subscribers in Urban and Rural Areas (2008)
• Figure 5-6: Fixed-line Telephone Subscribers by Province (%), 2008
• Figure 5-7: Number of Mobile Subscribers (Million), 2005-2008
• Figure 5-8: Penetration of Mobile Subscribers (%), 2005-2008
• Figure 5-9: Total Mobile Phone Calls (Trillion Minutes), 2007 & 2008
• Figure 5-10: Mobile SMS Traffic (Billion), 2007 & 2008
• Figure 5-11: Forecast for Number of Mobile Subscribers (Million), 2009-2012
• Figure 5-12: Forecast for Penetration of Mobile Subscribers (%), 2009-2012
• Figure 5-13: Mobile Subscribers by Technology (%), April 2009
• Figure 5-14: Mobile Subscribers by Service Provider (%), April 2009
• Figure 5-15: Mobile Subscribers by Province (%), 2008
• Figure 5-16: Number of Mobile Subscribers in Eastern Province by State (Million), 2008
• Figure 5-17: Number of Mobile Subscribers in Central Province by State (Million), 2008
• Figure 5-18: Number of Mobile Subscribers in Western Province by State (Million), 2008
• Figure 5-19: Number of Internet Users (Million), 2005-2008
• Figure 5-20: Penetration of Internet Users (%), 2005-2008
• Figure 5-21: Forecast for Number of Internet Users (Million), 2009-2012
• Figure 5-22: Forecast for Penetration of Internet Users (%), 2009-2012
• Figure 5-23: Number of Internet Users in Urban and Rural Areas (Million), 2006-2008
• Figure 5-24: Number of Broadband Subscribers (Million), 2005-2008
• Figure 5-25: Penetration of Broadband Subscribers (%), 2005-2008
• Figure 5-26: Forecast for Number of Broadband Subscribers (Million), 2009-2012
• Figure 5-27: Forecast for Penetration of Broadband Subscribers (%), 2009-2012
• Figure 5-28: Broadband Subscribers by Technology (%), 2008
• Figure 5-29: Broadband Subscribers by Service Provider (%), April 2009
• Figure 6-1: Forecast for Number of IPTV Subscribers (Million), 2009-2012
• Figure 6-2: Number of Mobile TV Users (Million), 2006-2008
• Figure 6-3: Mobile TV Users by Service Type (%), 2008
• Figure 6-4: Forecast for Number of Mobile TV Users (Million), 2009-2012
• Figure 6-5: Forecast for Mobile TV Users by Service Type (%), 2012
• Figure 6-6: Forecast for Mobile TV Market (Billion Yuan), 2009-2012
• Figure 6-7: Forecast for Number of WiMAX Users (Million), 2009-2012
• Figure 6-8: Forecast for WiMAX Users by Service (%), 2012
• Figure 7-1: IT Spending in Telecom Industry (Billion Yuan), 2006-2008
• Figure 7-2: IT Application Solutions Market in Telecom Industry (Billion Yuan), 2007 & 2012
• Figure 7-3: Forecast for IT Spending in Telecom Industry (Billion Yuan), 2009-2012
• Figure 7-4: Forecast for Breakup of IT Investment in Telecom Industry (%), 2012
• Figure 7-5: Computer Sales (Million Units), 2006-2008
• Figure 7-6: Laptop Sales (Million Units), 2006-2008
• Figure 7-7: Desktop Sales (Million Units), 2007 & 2008
• Figure 7-8: Forecast for Laptop Sales (Million Units), 2009-2012
• Figure 7-9: Forecast for Netbooks Shipment (Million Units), 2009 & 2012
• Figure 7-10: Mobile Phone Sales (Million Units), 2006-2008
• Figure 7-11: Mobile Phone Sales by Player (%), Oct 2008
• Figure 7-12: Forecast for Mobile Phone Sales (Million Units), 2009-2012
• Figure 7-13: Telecom Value-added Service Revenue (Billion Yuan), 2006-2008
• Figure 7-14: Share of MVAS in Telecom Value-added Service Revenue (2008)
• Figure 7-15: Forecast for Telecom Value-added Service Revenue (Billion Yuan), 2009-2012
• Figure 7-16: Forecast for Share of MVAS in Telecom Value-added Service Revenue (2012)
• Figure 7-17: Network Security Product Market (Billion Yuan), 2006-2008
• Figure 7-18: Share of Leading Providers of Network Security Products/Services (Q4 2008)
• Figure 7-19: Forecast for Network Security Product Market (Billion Yuan), 2009-2012
• Figure 7-20: Number of Online Game Players (Million), 2007 & 2008
• Figure 7-21: Online Game Market (Billion Yuan), 2007 & 2008
• Figure 7-22: Share of Leading Companies in Online Game Market (Q1 2009)
• Figure 7-23: Forecast for Number of Online Game Players (Million), 2009-2012
• Figure 7-24: Forecast for Online Game Market (Billion Yuan), 2009-2012
• Figure 7-25: Mobile Online Game Market (Million Yuan), 2007 & 2008
• Figure 7-26: Number of Mobile Online Game Players (Million), 2007 & 2012
• Figure 7-27: Online Advertising Market (Billion Yuan), 2007 & 2008
• Figure 7-28: Online Advertising Market by Segment (%), 2008
• Figure 7-29: Share of Leading Players in Online Advertising Market (Q2 2009)
• Figure 7-30: Forecast for Online Advertisement Market (Billion Yuan), 2009 & 2012

List of Tables:

• Table 4-1: Number of Households by Income Bracket (‘000), 2006-2009
• Table 5-1: Share of Urban and Rural Fixed-line Telephone Subscribers by Province (2006-2008)
• Table 5-2: Number of Internet Users by State (‘000), 2007 & 2008