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."
Table of Contents
- Table of Contents
- IDC Opinion
- In This Study
- Introduction
- Methodology
- Table: India, People' s Republic of China, and Korea Currency Exchange Rates, 2005-2011
- Executive Summary
- Situation Overview
- India, the People' s Republic of China, and Korea Overview
- Table: India, People' s Republic of China, and Korea Revenue Versus Mobile Carrier Capex by Country, 2006 and 2007 (US$M)
- Country Analyses
- India
- Mobile Capex, 2006 and 2007
- Table: India Mobile Carrier Network Equipment Capex by Technology, 2006 and 2007 (US$M)
- Frequency Allocation Policy
- 3G and WiMAX
- Wireless License Fees
- Mobile Subscriber Growth, 2006 and 2007
- GSM Versus Code Division Multiple Access
- Geographical Analysis
- Mergers and Acquisitions and Initial Public Offerings
- Table: India Mobile Carrier Equipment Capex by Carrier, 2006 and 2007 (US$M)
- People' s Republic of China
- Table: People' s Republic of China Mobile Carrier Network Equipment Capex, 2006 and 2007 (US$M)
- Table: People' s Republic of China Mobile Carrier Total Capex, 2006 and 2007 (US$M)
- Korea
- Table: Korea Mobile Carrier Network Equipment Capex, 2006 and 2007 (US$M)
- Table: Korea Mobile Carrier Total Capex, 2006 and 2007 (US$M)
- Future Outlook
- Forecast and Assumptions
- Table: Key Forecast Assumptions for People' s Republic of China, India, and Korea Fixed and Mobile Services, 2007-2011
- WiBro: WiMAX, High-Speed Downlink Packet Access, and Long-Term Evolution
- Table: People' s Republic of China, India, and Korea WiBro Technology Comparison
- Table: People' s Republic of China, India, and Korea WiMAX 802.16e and Long-Term Evolution Comparison
- India
- Mobile Subscriber and Service Revenue Growth
- Table: India Mobile Subscribers and Service Revenue, 2006-2011
- Mobile Capex, 2007-2011
- Table: India Mobile Network Equipment Capex Forecast, 2006-2011 (US$M)
- People' s Republic of China
- Mobile Subscriber and Service Revenue Growth
- Table: People' s Republic of China Mobile Subscribers and Service Revenue Forecast, 2006-2011
- Mobile Capexes, 2007-2011
- Table: People' s Republic of China Mobile Equipment Capex Forecast, 2006-2011 (US$M)
- Korea
- Mobile Subscriber Growth and Service Revenue
- Table: Korea Mobile Subscribers and Service Revenue Forecast, 2006-2011
- Mobile Capexes, 2007-2011
- Table: Korea Mobile Equipment Capex Forecast, 2006-2011 (US$M)
- Key Carriers
- Market Share Leaders and the Role of Technology
- Table: People' s Republic of China, India, and Korea Mobile Subscriber Market Shares, 2005-2007 (%)
- Mobile Capex Intensity
- Table: People' s Republic of China, India, and Korea Mobile Capex/Service Revenue, 2005-2009 (US$M)
- Table: People' s Republic of China, India, and Korea Mobile Operator Network Equipment Capex/Net Additions, 2006-2009 (US$M)
- Bharti Airtel
- Overview
- Table: Bharti Airtel Operating Data and Service Revenue Forecast, 2005-2009
- Mobile Network Equipment Capex Outlook, 2005-2009
- Table: Bharti Airtel Mobile Capex Forecast, 2005-2009 (US$M)
- BSNL
- Overview
- Table: BSNL Operating Data and Service Revenue Forecast, 2005-2009
- Network Equipment Capex Outlook, 2005-2009
- Table: BSNL Mobile Network Capex Forecast, 2005-2009 (US$M)
- China Mobile
- Overview
- Table: CMHK Operating Data and Service Revenue Forecast, 2005-2009
- Network Equipment Capex Outlook, 2005-2009
- Table: CMHK Mobile Network Capex Forecast, 2005-2009 (US$M)
- China Unicom
- Subscriber and Revenue Growth, 2005-2007
- Table: China Unicom Operating Data and Service Revenue Forecast, 2005-2009
- Network Equipment Capex Outlook, 2005-2009
- China Unicom Transmission and Corporate Data Service Network
- Figure: China Unicom' s IP Platform
- Impact of Potential Industry Restructuring
- Table: China Unicom Mobile Network Capex Forecast, 2005-2009 (US$M)
- KTF
- Overview
- Mobile Subscriber Growth and Service Revenue, 2005-2009
- Table: KTF Operating Data and Service Revenue Forecast, 2005-2009
- Network Equipment Capex Outlook, 2005-2009
- Figure: KTF' s Marketing Strategy
- Table: KTF Mobile Network Equipment Capex Forecast, 2005-2009 (US$M)
- SKT
- Overview
- Mobile Subscriber and Service Revenue Growth, 2005-2009
- Table: SKT Operating Data and Service Revenue Forecast, 2005-2009
- Network Equipment Capex Outlook, 2005-2009
- Table: SKT Mobile Equipment Capex Forecast, 2005-2009 (US$M)
- Market Context
- Table: People' s Republic of China, India, and Korea Mobile Capex Forecast Comparison, 2006 and 2007 (US$M)
- Essential Guidance
- For the Carrier Community
- Wideband Code Division Multiple Access and High-Speed Downlink Packet Access
- WiBro Access and WiFi
- VoIP
- For the Vendor Community
- Wideband Code Division Multiple Access, High-Speed Downlink Packet Access, and Long-Term Evolution
- WiBro Access
- VoIP and Softswitches
- WiBro Access and WiFi
- Learn More
- Related Research
- Definitions
- Mobile Network Equipment Capex
- Synopsis
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