2008 Asia - Telecoms, Mobile and Broadband in China

1. Key Statistics

2. Telecommunications Market

• 2.1 Overview of China' s telecom market
• 2.2 Fixed-lines and mobiles
  • 2.2.1 Fixed-Mobile Convergence (FMC)
• 2.3 Television broadcasting
• 2.4 Direct undersea cable link to USA
• 2.5 China-Vietnam undersea cable link
• 2.6 Tenth Five Year Plan (2000-2005)
  • 2.6.1 Budget for Information and Communications Technology (ICT)
• 2.7 Eleventh Five-Year Plan (2006-2010)
• 2.8 Preparations for the 2008 Beijing Summer Olympics
• 2.9 Market highlights
  • 2.9.1 Year 2007
  • 2.9.2 Year 2006
  • 2.9.3 Year 2005
  • 2.9.4 Year 2004
  • 2.9.5 Year 2003

3. Regulatory Environment

• 3.1 Overview
• 3.2 The regulator - Ministry of Information Industry (MII)
  • 3.2.1 State Standardization Administration
  • 3.2.2 State Telecommunications Management Commission
  • 3.2.3 MII expansion
• 3.3 Competition
• 3.4 Liberalisation
  • 3.4.1 Qualified Foreign Institutional Investor (QFII)
• 3.5 Restructuring of telecommunications operators in China
  • 3.5.1 Break up of China Telecom
• 3.6 WTO accession
  • 3.6.1 Final concessions
  • 3.6.2 Foreign investment after WTO accession
  • 3.6.3 Initial impact
• 3.7 Telecom regulatory legislation
  • 3.7.1 Role of the MII
  • 3.7.2 Operators
  • 3.7.3 Foreign participation
  • 3.7.4 Private Bank Exchange (PBX) operators
  • 3.7.5 Service quality and universal service
  • 3.7.6 Service charges
  • 3.7.7 Other issues
• 3.8 Tariffs
• 3.9 Calling-Party-Pays (CPP)
• 3.10 Service quality
• 3.11 Telecom equipment market regulations
  • 3.11.1 Telecom equipment Network Access Licence (NAL)
• 3.12 Reorganisation of fee structures
• 3.13 Yearly summaries of major regulatory developments
  • 3.13.1 Year 2008
  • 3.13.2 Year 2007
  • 3.13.3 Year 2006
  • 3.13.4 Year 2005
  • 3.13.5 Year 2004
  • 3.13.6 Year 2003

4. Major Operators in China

• 4.1 Overview of major players
  • 4.1.1 Analysis - business restructuring in China - January 2007
  • 4.1.2 Analysis - China' s telecoms industry restructuring - April 2007
  • 4.1.3 Analysis - China' s telecoms industry restructuring - January 2008
  • 4.1.4 Analysis - China' s telecoms industry restructuring - March 2008
  • 4.1.5 Timetable for China' s telephone users
  • 4.1.6 Snow storms damage operator infrastructure
• 4.2 China Mobile Ltd
  • 4.2.1 Company overview
  • 4.2.2 Financial and operating highlights - Annual Report 2007
  • 4.2.3 Recent developments
• 4.3 China Netcom
  • 4.3.1 Company overview
  • 4.3.2 Financial and operating highlights - Annual Report 2007
  • 4.3.3 Recent developments
• 4.4 China Satcom
  • 4.4.1 Company overview
• 4.5 China Telecom
  • 4.5.1 Company overview
  • 4.5.2 Financial and operating highlights - Annual Report 2007
• 4.6 China Tietong
• 4.7 China Unicom
  • 4.7.1 Company overview
  • 4.7.2 Financial and operating highlights - Annual Report 2007
  • 4.7.3 Recent developments

5. Telecommunications Infrastructure

• 5.1 Overview of infrastructure developments in China
  • 5.1.1 Official condemnation of redundant network construction
  • 5.1.2 Analysis - China' s telcos need structural separation - January 2007
• 5.2 National telecom networks
  • 5.2.1 Backbone Internet networks
• 5.3 International infrastructure
  • 5.3.1 Submarine cable infrastructure
  • 5.3.2 Satellite infrastructure
• 5.4 Fibre-to-the-Home (FttH)
  • 5.4.1 Market overview
  • 5.4.2 Gigabit Ethernet/FTTx+LAN
• 5.5 Broadband over Powerline (BPL)/Powerline Communications (PLC)
• 5.6 Next Generation Networks (NGNs)
  • 5.6.1 World' s largest NGN in the works
  • 5.6.2 China Railway fibre network
  • 5.6.3 High-speed network technologies
  • 5.6.4 Data and Multi-Media Communications Network
• 5.7 IP-Virtual Private Network (IP-VPN)
  • 5.7.1 Growth of IP-VPN in China
  • 5.7.2 Peer-to-Peer (P2P) streaming
  • 5.7.3 International Ethernet Private Line (IEPL)
• 5.8 IP telephony/ VoIP
  • 5.8.1 Market overview
  • 5.8.2 Major VoIP networks
• 5.9 Telecoms & IT
  • 5.9.1 Data communications

6. Broadband and Internet Market

• 6.1 Broadband market
  • 6.1.1 Overview
  • 6.1.2 Broadband statistics
  • 6.1.3 Broadband forecasts
• 6.2 Broadband networks
  • 6.2.1 Overview
  • 6.2.2 Cable modems
  • 6.2.3 Digital Subscriber Line (DSL)
  • 6.2.4 Fibre-to-the-Home (FttH)
  • 6.2.5 Broadband over Powerline (BPL)
  • 6.2.6 Wireless broadband
• 6.3 Major broadband service providers
  • 6.3.1 China Telecom
  • 6.3.2 China Netcom
  • 6.3.3 China Tietong
  • 6.3.4 Other broadband providers
• 6.4 Internet market
  • 6.4.1 Overview
  • 6.4.2 Internet statistics
  • 6.4.3 E-services
  • 6.4.4 Internet regulations and censorship

7. Convergence

• 7.1 Overview of media convergence
• 7.2 Triple play models
• 7.3 Digital TV
  • 7.3.1 Broadband TV
  • 7.3.2 Digital cable TV
  • 7.3.3 Satellite TV
  • 7.3.4 Digital Terrestrial TV (DTTV)
  • 7.3.5 Interactive TV (iTV)

8. Mobile Communications

• 8.1 Overview of China' s mobile market
  • 8.1.1 Mobile Internet
  • 8.1.2 Analysis - prevalence of mobile phones in China' s city centres
  • 8.1.3 Mobile statistics
• 8.2 Regulatory issues
  • 8.2.1 Price wars
  • 8.2.2 Subscriber registration
  • 8.2.3 Calling Party Pays (CPP)
  • 8.2.4 Share listing
  • 8.2.5 Open information
  • 8.2.6 Manufacturing quality
  • 8.2.7 Mobile multimedia alliance
• 8.3 Mobile technologies
  • 8.3.1 GSM
  • 8.3.2 CDMA
  • 8.3.3 PAS/PHS
  • 8.3.4 Third Generation (3G) mobile
  • 8.3.5 BuddeComm analyses
  • 8.3.6 TD-SCDMA
  • 8.3.7 WCDMA
  • 8.3.8 CDMA2000
  • 8.3.9 Fourth Generation (4G) mobile
  • 8.3.10 WiMAX
• 8.4 Mobile handset market
  • 8.4.1 Overview
• 8.5 Major mobile operators
  • 8.5.1 Overview
  • 8.5.2 China Mobile
  • 8.5.3 China Unicom
  • 8.5.4 Other mobile operators
• 8.6 Mobile voice services
  • 8.6.1 Prepaid cards (SIM and PIM cards)
  • 8.6.2 Satellite mobile
• 8.7 Mobile data services
  • 8.7.1 Market overview
  • 8.7.2 Regulatory issues
  • 8.7.3 Satellite Terrestrial Interactive Multi-service Infrastructure (STiMi) platform
  • 8.7.4 Short Message Service (SMS)
  • 8.7.5 Multimedia Messaging Service (MMS)
  • 8.7.6 Wireless Application Protocol (WAP)
  • 8.7.7 General Packet Radio Service (GPRS)
  • 8.7.8 Push-to-Talk (PTT)
  • 8.7.9 Enhanced Data for GSM Evolution (EDGE)
  • 8.7.10 Broadband wireless data services
  • 8.7.11 BlackBerry
  • 8.7.12 Mobile TV
• 8.8 Mobile applications
  • 8.8.1 Market overview
  • 8.8.2 A Surge in new applications development
  • 8.8.3 Global positioning systems (GPS)
  • 8.8.4 M-commerce
  • 8.8.5 Mobile Video-on-Demand (VoD)
  • 8.8.6 Mobile gaming
  • 8.8.7 Instant Message (IM) search services
  • 8.8.8 Ringtones
  • 8.8.9 Mobile music
  • 8.8.10 Push email

9. Glossary of Abbreviations

• Table 1 - Country statistics China - 2007
• Table 2 - Telecom revenue and investment statistics - 2007
• Table 3 - Telephone network statistics - February 2008
• Table 4 - Internet user statistics - February 2008
• Table 5 - Broadband statistics - February 2008
• Table 6 - Mobile statistics - February 2008
• Table 7 - National telecommunications authorities
• Table 8 - Fixed-line and mobile subscriptions and penetration - 1998 - 2008
• Table 9 - China' s telephone subscribers - 1998 - 2007
• Table 10 - China Mobile subscribers, annual change, ARPU, prepaid & market share - 1997 - 2007
• Table 11 - China Mobile prepaid/postpaid subscribers, MoU and ARPU - 1999 - 2007
• Table 12 - China Mobile revenue, EBITDA, CAPEX, net profit - 2000 - 2007
• Table 13 - China Netcom subscribers by service and ARPU - 2003 - 2007
• Table 14 - China Netcom revenue, EBITDA, CAPEX, net profit - 2003 - 2007
• Table 15 - China Telecom key operating statistics - 2004 - 2007
• Table 16 - China Telecom revenue, EBITDA, CAPEX, net profit - 2001 - 2007
• Table 17 - China Unicom GSM and CDMA mobile subscribers - 2002 - 2007
• Table 18 - China Unicom outgoing international and long-distance calls - 2000 - 2007
• Table 19 - China Unicom revenue, EBITDA, CAPEX, net profit and EPS - 2001 - 2006
• Table 20 - Network distribution of bandwidth - 2003 - 2007
• Table 21 - Registered Tom-Skype users in China - 2005 - 2007
• Table 22 - China Unicom international long-distance telephony: PSTN versus VoIP traffic - 2003 - 2007
• Table 23 - China Netcom long-distance telephony: PSTN versus VoIP traffic - 2003 - 2007
• Table 24 - Public data and multimedia users - 1998 - 2000; 2005; 2010
• Table 25 - Broadband subscribers and annual change - 2000 - 2008
• Table 26 - Broadband subscribers by access type and annual change - 2007
• Table 27 - Broadband subscribers and households - February 2008
• Table 28 - China Telecom broadband subscribers and annual change - 2003 - 2008
• Table 29 - China Netcom broadband subscribers and annual change - 2003 - 2008
• Table 30 - Cable modem Internet subscribers and annual change - 2000 - 2007
• Table 31 - DSL subscribers and annual change - 2000 - 2007
• Table 32 - China Telecom DSL subscribers and annual change - 2003 - 2007
• Table 33 - China Netcom Broadband revenue - 2003 - 2006
• Table 34 - CNNIC Internet statistical survey - January 2008
• Table 35 - Internet users and annual change - 1996 - 2007
• Table 36 - Internet subscribers and annual change - 1996 - 2007
• Table 37 - Growth of websites in China and annual change - 2002 - 2007
• Table 38 - Website classification and Domain Names - January 2008
• Table 39 - Registered .cn domain names by code - January 2008
• Table 40 - Estimated value of B2C e-commerce market - 2004 - 2006; 2010
• Table 41 - Growth of online recruitment market - 2004 - 2006
• Table 42 - Online gaming revenues - 2004 - 2007
• Table 43 - Market share of online search engines - 2005 - 2007
• Table 44 - IPTV subscribers by operator - 2007
• Table 45 - Jiangsu Telecom broadband users and service revenue - 2002 - 2006
• Table 46 - Overview of cable TV market - 2007
• Table 47 - Cable TV household growth - 1996 - 2007
• Table 48 - Digital cable TV subscribers - 2003 - 2007
• Table 49 - Mobile operators, subscribers and annual change - September 2007
• Table 50 - Mobile subscribers and annual change - 1995 - 2007
• Table 51 - China Unicom CDMA network statistics - 2007
• Table 52 - Little Smart (PHS) subscribers and annual change - 2002 - 2007
• Table 53 - China Telecom and China Netcom PHS subscribers - 2007
• Table 54 - Mobile phones manufactured in China - 2004 - 2007
• Table 55 - Revenue, CAPEX and market share, China Mobile and China Unicom - 2007
• Table 56 - Prepaid mobile subscribers by operator - 2007
• Table 57 - China Unicom postpaid versus prepaid mobile subscribers by network - 2004 - 2008
• Table 58 - China Mobile postpaid versus prepaid mobile subscribers - 2004 - 2007
• Table 59 - Mobile data revenues: top three countries - 2006
• Table 60 - China Mobile mobile data service user growth - 2004 - 2007
• Table 61 - China Unicom CDMA 1X wireless data user growth - 2004 - 2007
• Table 62 - China Mobile and China Unicom mobile VAS revenue - 2007
• Table 63 - China Mobile Value Added Business revenue breakdown & annual change - 2006 - 2007
• Table 64 - China Mobile VAS revenue breakdown (selected items) & annual change - 2006 - 2007
• Table 65 - China Mobile VAS subscribers (selected items) & annual change - 2006 - 2007
• Table 66 - Growth of text messages (SMS) in China and annual change - 2000 - 2007
• Table 67 - China Mobile SMS usage volume and annual change - 2003 - 2007
• Table 68 - China Unicom SMS usage by network and annual change - 2005 - 2007
• Table 69 - CNNIC WAP usage report - March 2007

• Exhibit 1 - Telecommunications industry statistics from the MII - 2006 and 2007
• Exhibit 2 - China' s agreed schedule for telecom liberalisation - 2002 - 2007
• Exhibit 3 - Restructuring Scenario 1
• Exhibit 4 - Restructuring Scenario 2
• Exhibit 5 - Restructuring Scenario 3
• Exhibit 6 - China Mobile Limited at a glance - 2007
• Exhibit 7 - China Network Communications Group Corporation at a glance - 2007
• Exhibit 8 - China Telecom Corporation Ltd* at a glance - 2007
• Exhibit 9 - China Unicom Ltd at a glance - 2007
• Exhibit 10 - Regional/international fibre optic cable networks
• Exhibit 11 - Selected Chinese satellite service providers and satellites
• Exhibit 12 - China Satcom satellite fleet
• Exhibit 13 - ‘Enemies of the Internet' - 2005
• Exhibit 14 - Types of telecom convergence
• Exhibit 15 - IPTV subscriber estimates - 2006
• Exhibit 16 - BesTV Corporation
• Exhibit 17 - Jiangsu IPTV applications
• Exhibit 18 - Overview of ‘eye will'