Abstract
This IDC study presents IDC' s mobile equipment capex forecasts for three
markets in the Asia/Pacific (excluding Japan) or APEJ region - India, Korea,
and the People' s Republic of China (PRC) - covering the years 2004-2010. Its
key features include detailed capex forecast breakdowns at the country and
carrier levels. Six major carriers were studied - Bharti Televentures, BSNL,
China Mobile, China Unicom, KTF, and SKT.
"The APEJ region is a world leader in 2G and 3G mobile services, broadband
generic DSL (xDSL) access, long-haul optical transport, long-distance VoIP, and
limited mobility services. India is still in the period of footprint expansion
and with the exception of BSNL, most mobile carriers will concentrate on EDGE
for wireless data service offerings through to 2007. The major mobile carriers
in the PRC and Korea are now starting to shift their investment focus on
high-speed wireless data services utilizing EV-DO, High-Speed Downlink Packet
Access (HSDPA), and mobile WiMAX technologies," says Bill Rojas, research
director, Mobile and Wireless Telecommunications Research, IDC Asia/Pacific. He
adds, "Over the next five years, the region will start to witness fixed/mobile
convergence (FMC) as integrated carriers seek to capitalize on 2/3G mobile
services and xDSL access along with new disruptive technologies such as WiBro.
India and the PRC will continue to drive the bulk of fixed-line growth in the
region but fixed/wireless substitution has tremendous potential in a number of
markets, including Indonesia, the Philippines, the PRC, and India."