China - Major Telecom Operators - Overview & Statistics

Synopsis

In mid-2008, the biggest announcement regarding China’s telecommunications industry in almost a decade was made. After several years of debate the Chinese government announced that China Unicom would be split, with its CDMA business to be acquired by China Telecom. The government’s reforms created three integrated operators, China Mobile, China Telecom and China Unicom, reducing the number of main operators from six to three. The newly converged operators are to boost the China telecommunications market, particularly with the growth foreseen after the 3G licences were finally awarded later in 2008. Up to 2007, the four major Chinese telecom players, China Telecom, China Netcom, China Mobile and China Unicom, were facing declining growth rates in the maturing high-end user market, as well as from the reduction or end of network acquisition opportunities from their parent companies. This report provides an overview of the big operators in China’s telecommunications market, including analyses on the industry restructuring.

Table of Contents

• 1. Synopsis
  
• 2. Overview of major players
  
  • 2.1 2002 industry restructure
    
  • 2.2 Drivers for further business restructuring in China
    
  • 2.3 2008 industry restructure
    
  • 2.4 Newly Formed Entities
    
• 3. China Mobile Ltd (CML)
  
  • 3.1 Company overview
    
  • 3.2 Financial and operating highlights – Annual Report 2008
    
  • 3.3 Recent developments
    
  • 3.4 China Tietong (merged into China Mobile)
    
• 4. China Telecom
  
  • 4.1 Company overview
    
  • 4.2 Financial and operating highlights – Annual Report 2008
    
  • 4.3 Recent developments
    
  • 4.4 China Satcom (merged into China Telecom
    
• 5. China Unicom
  
  • 5.1 Company overview
    
  • 5.2 Financial and operating highlights – Annual Report 2008
    
  • 5.3 Recent developments
    
  • 5.4 China Netcom (merged into China Telecom)
    
    • 5.4.1 Financial and operating highlights – Interim Report 2008
      
    • 5.4.2 Recent developments
      
• 6. Related reports
  

• Table 1 – China Mobile subscribers, annual change, ARPU and market share – 1997 - 2008
• Table 2 – China Mobile voice usage – 2006 - 2008
• Table 3 – China Mobile selected value added revenue – 2007 - 2008
• Table 4 – China Mobile revenue composition of value added business – 2006 - 2008
• Table 5 – China Mobile Advanced services usage – 2007 - 2008
• Table 6 – China Mobile financial information – 2000 - 2008
• Table 7 – China Telecom key operating statistics – 2004 - 2008
• Table 8 – China Telecom (China Unicom) CDMA mobile subscribers (millions) – 2002 - 2008
• Table 9 – China Telecom financial data – 2001 - 2008
• Table 10 – China Telecom revenue breakdown – 2007 - 2008
• Table 11 – China Telecom wireline revenue breakdown – 2007 - 2008
• Table 12 – China Telecom wireline VAS revenue growth and mix – 2007 - 2008
• Table 13 – China Telecom CAPEX – 2007 - 2008
• Table 14 – China Unicom GSM mobile subscribers (millions) – 2002 - 2008
• Table 15 – China Unicom key operating metrics – 2007 - 2008
• Table 16 – China Unicom financial data – 2001 - 2008
• Table 17 – China Unicom CAPEX breakdown – 2007 - 2008
• Table 18 – China Netcom subscribers by service – 2003 - 2008
• Table 19 – China Netcom ARPU by sector – 2003 - 2008
• Table 19 – China Netcom revenue percentages – 2003 - 2008
• Table 19 – China Netcom financial data – 2003 - 2008
• Table 20 – China Netcom traditional and innovative revenue ratios – 2005 - 2008

• Exhibit 1 – Restructuring Scenario 1
• Exhibit 2 – Restructuring Scenario 2
• Exhibit 3 – Restructuring Scenario 3
• Exhibit 4 – China Mobile Limited at a glance – 2008
• Exhibit 5 – China Telecom Corporation Ltd* at a glance – 2008
• Exhibit 6 – China Unicom Ltd at a glance – 2008
• Exhibit 7 – China Network Communications Group Corporation (Hong Kong) Limited at a glance – 1H 2008