除日本外亞太地區行動電話新興市場

Abstract

This IDC Insight examines the perceived opportunities and threats in the emerging markets of Asia/Pacific (excluding Japan) or APEJ, citing evidence to qualify or dismiss common beliefs surrounding profitability, replacement opportunity, and other issues.

Emerging markets like China and India have been growing rapidly in the recent years, but the efforts of mobile phone makers in tapping this space have seen mixed results. To succeed, industry players will need to make lucid judgments of the market.

Table of Contents

• Table of Contents
• IDC Opinion
• In This Insight
• Situation Overview
  • Introduction
    • The Monsoon Hungama Case Study
    • Emerging Market Demographics
    • Figure: Population of India, China, and Rest of the World, 2007
    • Figure: GDP (PPP) per Capita by Country, 2007
    • Figure: Literacy Rate by Country, 2007
    • Figure: Mobile Penetration Rate by Country, 2007
    • Figure: India and China Mobile Subscribers, 1Q05-4Q07
    • Figure: India and China Mobile Subscriber Additions, 1Q05-4Q07
    • Low-End Business Model
    • Figure: Motorola C115
    • Figure: Reliance Classic
      • Economies of Scale
      • Intellectual Property Ownership
      • Distribution
      • Branding
      • Cost Controls
      • Revenue Focus
• Future Outlook
  • Will the Shipments of Mobile Phones Keep Growing?
    • Figure: China Mobile Phone Shipments, 2007-2012
    • Figure: Total Subscribers Over Time (Hypothetical S-curve)
    • Figure: New Subscribers Over Time (Hypothetical)
    • How Lucrative will the Replacement Market Be?
    • Figure: Percentage of Replacement Handsets in India Mobile Phone Shipments, 2007-2012
    • Figure: Expected Spending of Consumers
    • Will the Low End Lead to Lower Margins?
    • Figure: Nokia Shipments and Average Selling Prices, 1Q05-1Q08
    • Figure: China Mobile Total Subscribers and ARPU, 2005-2007
    • Figure: Nokia Packaging Redesign: Number of Boxes per Pallet
    • Will Rising Food Prices Lead to Reduce Demand for Mobile Phones?
    • Figure: FAO Rice Price Index, June 2007-May 2008
    • Figure: India Average Monthly per Capita Expenditure
    • Do Emerging Market Users Care Only About Price?
    • Figure: Importance of Attributes in Next Mobile Phone Purchase
    • Figure: CellBazaar.com
• Essential Guidance
• Learn More
  • Related Research