mobile market in china
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Mobile Market in China. Prof. LU Ting-Jie (Ph.D of Kyoto university, Japan) Dean of Economics & Management School, Beijing University of Posts and Telecom. Outline. Brief Introduction Some Key Points Opportunity and Challenges. Brief Introduction. DATA ( by the end of Dec. 2003). - PowerPoint PPT PresentationTRANSCRIPT
Prof. Prof. LU Ting-JieLU Ting-Jie (Ph.D of Kyoto university, Japan)
Dean of Economics & Management School, Beijing University of Posts and Telecom
Mobile MarketMobile Market in China in China
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
1. Brief Introduction
2. Some Key Points
3. Opportunity and Challenges
Outline
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
1. Brief Introduction
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
DATA ( by the end of Dec. 2003)
No. of Telecom Sub. 532mil (420+112mil ），among them, (592mil, by the end of Jun)
Fixed line is 263mil （ 214+49mil) ,(285mil) Mobile is 269mil （ 206+63mil) , (307mil) No. of Internet Sub. 72.5mil ,(87mil) Total Income of Telecom: 461 bil RMB (53.3
=50+3.3bil $ (Less than AT&T 68.0bil $) Proportion in GDP is 3. 95% (in 2005, 600bil
RMB => 70.0bil $, Proportion in GDP is 5%) Points: huge market, Low value!
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
STRUCTURE OF CHINESE TELECOM INDUSTRY
MII (former MPT)
CSAM
STATE OWNER
BUREAU OF TELECOM
ADMINISTRATION
EACH PROVINCE
EXPEDIT INSTITUTION
REGULATOR
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
9.1%
13.9%
4.4%
12.1%
4.0%
33.0%
0%
5%
10%
15%
20%
25%
30%
35%
GDP 电信业 电信 网通 移动 联通
In more detail In more detail
Bil. 11669.4 461.00 141.3 75.1 170.2 66.9
10239.8 411.58 135.3 67.0 163.7 50.3
place —— —— 2 3 1 4
Tel. CT CN CM CU
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
2. Some Key Points
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
9.114.1 13.1 12.6
9.1 9.7 8.85.2 4.55
9.1 7.3 8 9.1
31.4
42.3
59.1
48.743.7
35.4 33.1 35.740.8 42.4
24.6
14.6 13.9
0
10
20
30
40
50
60
70
1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003
GDP增长率 电信收入增长率GDP increase Income of Telecom Ind.%
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
0
10
20
30
40
50
60
70
80
USA J APAN U. K. FRANCE ERMANY I TALY CANADA AUSTRALI A CHI NA
FI XED
MOBI LE
A Comparison of penetration (%)A Comparison of penetration (%)
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰Subsection of income （ 2003.12 ）
Among long dist. service
46. 86%
32. 35%
14. 64%
5. 70%
0. 45%
MOBI LE LOCAL LONG DATA SAT. etc.
42. 17%
29. 99%
27. 84%
I P l ong Trad. Long Mob. Long
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
History of Mobile Market in China
Beginning from 1987
Introduction of GSM in 1994
Introduction of CDMA & GPRS in 2000
Introduction of 3G in 2005 ?
Licenses: China Mobile, China Unicom
Potentials: China Telecom, China Netcom
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
3. Opportunity and Challenges
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
Opportunity in 3G times
for foreign investment!
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰 INVESTIMENT TO STOCK MARKET
VENTURE CAPITAL
JOINTVENTURE COMPANIES
OUTSOURCING SERVICES
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰Who will dominant the 3G Times
CMC: GSM=>GSM+GPRS=
CU: GSM=> =
CT: PHS=>
Who will make the decision of 3G licence? Time for market applications: not earlie
r than year 2005
TD-SCDMA
WCDMAGSM
NCDMA
CDMA2000
WCDMA
TD-SCDMA
WCDMA
+
CDMA2000
BUPT- Biz Center 北京邮电大学 吕廷杰北京邮电大学 吕廷杰
Thank You!Thank You!
Q & A