中國的通訊・媒體・技術（TMT）市場

This report gives an overview of the development of China' s TMT (Telecom,Media and Technology) market, and provides market updates and forecasts.

• In 2007, the China telecom industry developed steadily, but the growth rate of each sector was quite different. Revenue from mobile service and fixed data service greatly exceeded the overall growth rate of the telecom industry, whereas the weight of revenue from fixed local call and long-distance call services gradually decreased.
• In 2007, a stable economic environment created an opportunity for telecom industrial reform, service quality improvement and technology development. By the end of 2007, revenue from the telecom operation sector reached RMB 71.5 billion. In 2008, the large-scale launch of 3G will not suddenly make big profits, but relative investment will increase by about 11%.
• By the end of 2006, the users of fixed-phone, mobile phone and broadband respectively reached 367.81 million, 461.1 million and 104.4 million. There is an obvious migratory trend from fixed-phones to mobile phones.
• In 2007, the mobile VAS experienced a mushrooming of various new services. Although technical restrictions and an unsound market situation exerted a negative influence on the large-scale launch of various new mobile VAS, it is expected that in 2008 most 3G related mobile VAS will experience fast development, which will in turn promote growth in the traditional 2G and 2.5G VAS market.
• In the years of 2006 and 2007, China telecom industry gradually transformed from an industry providing traditional service to an industry that is involve in various information services. The trials of 3G, IPTV and even 4G achieved some success. The launch of 3G in four cities in late 2007 in particular greatly stimulated the confidence of both equipment providers and operators on TD-SCDMA.
• Operators are experiencing a transition stage. China Telecom is emphasizing its informationization trend, China Netcom is focusing on broadband as a new strategy, China Mobile is accelerating the integration of their mobile VAS value chain, and China Unicom is pursuing an advanced brand strategy to prepare for the 3G period.
• Telecom equipment providers are facing more fierce competition. The existence of the scale economics effect is forcing them to cooperate or even merge with each other, which geographically enlarges the market and enriches their own product portfolio. After the marriage of Alcatel and Lucent, and Siemens and Nokia, the market will witness more strategic cooperation in the near future.

EXECUTIVE SUMMARY

1. CHINA TELECOM MARKET OVERVIEW

• 1.1 MARKET SIZE & GROWTH
• 1.2 COMPETITIVE LANDSCAPE
• 1.3 MARKET ENVIRONMENT
  • 1.3.1 REGIONAL DIFFERENCES
  • 1.3.2 FIXED-LINE TO MOBILE MIGRATION
  • 1.3.3 LONG-DISTANCE CALL MARKET GOING IP
  • 1.3.4 BROADBAND GETTING A BROAD AUDIENCE
• 1.4 REGULATORY ANALYSIS
  • 1.4.1 KEY REGULATORY ORGANIZATIONS
  • 1.4.2 WTO ACCESSION AGREEMENT

2. CHINA TELECOM MARKET TRENDS

• 2.1 CUSTOMER TRENDS ANALYSIS
• 2.2 TECHNOLOGY TRENDS ANALYSIS
  • 2.2.1 3G
  • 2.2.2 TD-SCDMA
  • 2.2.3 WIMAX
  • 2.2.4 IPTV
• 2.3 REGULATORY TRENDS ANALYSIS
  • 2.3.1 TELECOM INDUSTRY RESTRUCTURING
  • 2.3.2 3G LICENSING

3. CHINA TELECOM EQUIPMENT AND HANDSET MARKET OVERVIEW

• 3.1 TELECOM EQUIPMENT MARKET OVERVIEW
• 3.2 HANDSET MARKET OVERVIEW

4. CHINA MOBILE VAS MARKET OVERVIEW

• 4.1 MARKET SIZE & GROWTH
• 4.2 LIFE CYCLE AND VALUE CHAIN
• 4.3 KEY SERVICE TRENDS

5. CHINA INTERNET MARKET OVERVIEW

• 5.1 MARKET SIZE & GROWTH
• 5.2 ANALYSIS OF INTERNET USERS
• 5.3 KEY SERVICE TRENDS
  • 5.3.1 SEARCH ENGINE
  • 5.3.2 ONLINE GAME
  • 5.3.3 E-COMMERCE
  • 5.3.4 ONLINE VIDEO

• Figure 1-1: China Telecom Market Size by Subscriber (2001-2007)
• Figure 1-2: Telecom Penetration Rate among Asian Countries (2006)
• Figure 1-3: China Telecom Market Share by Revenues (2006)
• Figure 1-4: Key Chinese Telecom Operators' Performance Benchmarks (2006)
• Figure 1-5: China Regional Telecom Revenue & Growth Comparison (2006-2007)
• Figure 1-6: Mobile and Fixed-line New Addition Market (2003-2007)
• Figure 1-7: Long-distance Call Traffic (2004-2007)
• Figure 1-8: Broadband Penetration in China (2004-2007)
• Figure 2-1: Percentage of Living Expenses by Income Group (2006)
• Figure 2-2: Pre-paid and Post-paid Subscriber Breakdown (2006)
• Figure 2-3: Operators' Revenue Breakdown by Data and Voice Services (2006)
• Figure 2-4: Schedule of First- and Second-Stage TD-SCDMA Trials
• Figure 2-5: Schedule of TD-SCDMA Massive Network Technology Application Trials
• Figure 2-6: Trial Networks for TD-SCDMA Mass Network Technology Application Trials
• Figure 2-7: TD-SCDMA Wireless Equipment Market Share (by number of lines)
• Figure 2-8: China IPTV User Forecast (2005-2010)
• Figure 3-1: Sales Revenue of China Telecom Equipment Market (2003-2007)
• Figure 3-2: Chinese 3G Network Investment Forecast (2007-2012)
• Figure 3-3: Huawei & ZTE Performance Overview
• Figure 3-4: China Handset Market Sales by Unit (2003-2007)
• Figure 3-5: Competitive Landscape in China Handset Market (2007)
• Figure 4-1: Mobile VAS Market Size in China (2003-2010)
• Figure 4-2: Mobile Operators' Value Added Service Revenue Breakdown (2006)
• Figure 4-3: Mobile Music Market Size in China (2006-2010)
• Figure 4-4: Mobile Internet Market Size in China (2006-2010)
• Figure 4-5: Mobile Search Market Size in China (2006-2010)
• Figure 4-6: Mobile Game Market Size in China (2006-2010)
• Figure 5-1: China Internet Market Size & Growth (2003-2006)
• Figure 5-2: Internet User Demographics in China (2006)
• Figure 5-3: 2006 Revenue and Operating Margin of Top 3 Online Gaming Players
• Figure 5-4: China Online Video Market Size (2005-2008)

• Table 1-1: The General Business Scope of Major Chinese Telecom Operators
• Table 1-2: Permitted Foreign Ownership Percentage and Geographic Restriction for Foreign-invested Telecommunications Enterprises in China
• Table 2-1: China 3.5GHz Bidding Result
• Table 2-2: China Netcom' s Selected IPTV Deployments Overview
• Table 2-3: China Telecom' s Selected IPTV Deployments Overview
• Table 2-4: China IPTV Services and Regulatory Authorities
• Table 2-5: China Telecom Industry Restructuring Scenarios
• Table 2-6: 3G Licensing and Operator Restructuring Scenario
• Table 4-1: Future Growth Drivers for Mobile VAS Market in China