表紙
市場調查報告書
商品編碼
954102

通信和移動寬頻統計與分析:中國

China - Telecoms, Mobile and Broadband - Statistics and Analyses

出版日期: | 出版商: BuddeComm | 英文 130 Pages | 訂單完成後即時交付

價格
  • 全貌
  • 簡介
  • 目錄
簡介

中國的目標是到2020年底擁有100萬個5G基站。就訂戶數量而言,中國的電信市場是世界上最大的。市場發展通常由政府附屬公司的投資來驅動,並且具有強有力的產業政策。部門的持續增長,從基礎架構和服務交付到應用程序創建的過渡以及用戶需求,也推動了快速增長的數據中心市場。

本報告調查了中國的電信和移動寬頻市場,並提供了重要的統計數據,分析了COVID-19對電信行業的影響,監管環境,各個細分市場的趨勢以及主要公司。

目錄

主要統計數據

亞洲市場比較

COVID-19及其對電信行業的影響

  • 經濟因素和對策
  • 移動設備
  • 訂戶
  • 基礎設施

通信市場

  • 市場概述和分析

法規環境

  • 監管機構
    • Ministry of Information Industry(MII)
    • Ministry of Industry and Information Technology (MIIT)
    • China Internet Network Information Centre (CNNIC)
  • 政府政策
    • 對國有工業的私人投資
    • 中國寬頻
  • 固定電話的發展
    • 許可
    • 互連
    • 普遍服務義務(USO)
  • 移動網絡的發展
    • 許可
    • 手機號碼可攜帶性(MNP)
    • 增值稅
    • 漫遊

    移動市場

    • 市場概述和分析
    • 移動統計
    • 移動寬頻
    • 移動基礎設施
      • 6G
      • 5G
      • 4G/LTE
      • 3G
      • GSM
      • 其他基礎設施建設
    • 主要手機公司
      • China Mobile
      • China Telecom
      • China Unicom
      • MVNO
    • 移動內容和應用程序
      • 豐富的通訊服務(RCS)
      • 移動銀行(付款/貸款)

    固網寬帶市場

    • 市場概述和分析
    • 寬帶統計
    • 政府寬頻政策和計劃
    • 光纖到戶(FttP)網絡
      • China Telecom
      • China Unicom
      • China Mobile
    • HFC(混合光纖同軸)網絡
    • 數字用戶線(DSL)網絡
      • 固定無線

    數位經濟

    • 簡介
    • 電子商務

    固定的網絡運營商

    • China Telecom
    • China Unicom
    • China Mobile
    • China Tower
    • CITIC Networks

    通信基礎設施

    • 國家通訊網絡概述
    • 國際基礎設施(衛星,海底)
      • 地面和海底電纜基礎設施
      • 衛星基礎設施
    • 數據中心
    • 智能基礎設施
      • 物聯網
      • 智慧城市
      • 聯網家庭
      • 聯網汽車

    縮寫

    相關報告

  • 目錄

    China aiming for one million 5G base stations by end-2020

    The Chinese telecom market is the largest in the world in terms of subscribers. Market development has generally been driven by investments from government-allied entities and features a strongly guided industrial policy.

    The continuing sector growth and transition from infrastructure and service provision to application creation and user demand stimulation has also driven the fast-developing data centre market.

    The fixed-line sector continues to decline in the wake of subscriber migration to mobile platforms for voice and data services. This trend is expected to continue during the next five years, with an associated growth in the number of mobile broadband subscribers.

    The government is aiming to provide universal and affordable broadband coverage through market competition and private investment in state-controlled enterprises such as Broadband China and Internet Plus. As a result, fixed broadband penetration has grown steadily in recent years. The focus on fibre has meant that the number of fibre-based connections has grown particularly strongly, with the DSL and cable segments declining as subscribers migrate to fibre infrastructure.

    The mobile market has recently been characterised by lower subscriber growth, though this is in line with higher penetration. Profit among the MNOs has also been affected, as competition has encouraged them to provide very cheap plans, both for LTE and now for 5G services. Given the requirements for continued investment in network expansion and upgrades, this pricing competition is unsustainable in the medium term.

    By early 2020 the number of mobile subscribers had broached 1.6 billion however, growth is expected to be relatively slower due to a saturated and mature market over the next five years. Market growth will be characterised by the cannibalisation of platforms, with 3G and LTE subscribers migrating to 5G in response to considerable efforts by the government and MNOs to promote 5G both for end-users and for various industrial sectors.

    BuddeComm notes that the outbreak of the Coronavirus in 2020 is having a significant impact on production and supply chains globally. During the coming year the telecoms sector to various degrees is likely to experience a downturn in mobile device production, while it may also be difficult for network operators to manage workflows when maintaining and upgrading existing infrastructure. Overall progress towards 5G may be postponed or slowed down in some countries.

    On the consumer side, spending on telecoms services and devices is under pressure from the financial effect of large-scale job losses and the consequent restriction on disposable incomes. However, the crucial nature of telecom services, both for general communication as well as a tool for home-working, will offset such pressures. In many markets the net effect should be a steady though reduced increased in subscriber growth.

    Although it is challenging to predict and interpret the long-term impacts of the crisis as it develops, these have been acknowledged in the industry forecasts contained in this report.

    The report also covers the responses of the telecom operators as well as government agencies and regulators as they react to the crisis to ensure that citizens can continue to make optimum use of telecom services. This can be reflected in subsidy schemes and the promotion of tele-health and tele-education, among other solutions.

    Key Developments

    • Chinese data centre market continues with rapid transition;
    • Fixed-line penetration seeing a steady fall;
    • Government strengthens IoT policies to boost economic growth;
    • China's telcos make rapid progress with 5G network rollouts;
    • Report update includes telcos' operating data to May 2020, CAICT industry data to April 2020, assessment of the global impact of COVID-19 on the telecoms sector, recent market developments.

    Key companies mentioned in this report:

    China Mobile; China Telecom; China Unicom, Alibaba, JD.com, Baidu, Tencent.

    Table of Contents

    Key statistics

    Regional Asian Market Comparison

    COVID-19 and its impact on the telecom sector

    • Economic considerations and responses
    • Mobile devices
    • Subscribers
    • Infrastructure

    Telecommunications market

    • Market overview and analysis

    Regulatory environment

    • Regulatory authority
      • Ministry of Information Industry (MII)
      • Ministry of Industry and Information Technology (MIIT)
      • China Internet Network Information Centre
    • Government policies
      • Private investment in state-controlled industries
      • Broadband China
    • Fixed-line developments
      • Licensing
      • Interconnect
      • Universal Service Obligation (USO)
    • Mobile network developments
      • Licensing
      • Mobile Number Portability (MNP)
      • VAT
      • Roaming

    Mobile market

    • Market overview and analysis
    • Mobile statistics
    • Mobile broadband
    • Mobile infrastructure
      • 6G
      • 5G
      • 4G/LTE
      • 3G
      • GSM
      • Other infrastructure developments
    • Major mobile operators
      • China Mobile
      • China Telecom
      • China Unicom
      • MVNOs
    • Mobile content and applications
      • Rich Communication Services (RCS)
      • m-banking (payments/loans)

    Fixed-line broadband market

    • Market overview and analysis
    • Broadband statistics
    • Government broadband policy and plans
    • Fibre-to-the-Premises (FttP) networks
      • China Telecom
      • China Unicom
      • China Mobile
    • Hybrid Fibre Coax (HFC) networks
    • Digital Subscriber Line (DSL) networks
      • Fixed wireless

    Digital economy

    • Introduction
    • e-Commerce

    Fixed network operators

    • China Telecom
    • China Unicom
    • China Mobile
    • China Tower
    • CITIC Networks

    Telecommunications infrastructure

    • Overview of the national telecom network
    • International infrastructure (satellite, submarine)
      • Terrestrial and submarine cable infrastructure
      • Satellite infrastructure
    • Data Centres
    • Smart infrastructure
      • IoT
      • Smart cities
      • Connected homes
      • Connected cars

    Glossary of abbreviations

    Related reports

    List of Tables

    • Table 1 - Top Level Country Statistics and Telco Authorities - 2020 (e)
    • Table 2 - Growth in the number of mobile subscribers and penetration - 2010 - 2025
    • Table 3 - Growth in the number of mobile broadband subscribers and penetration - 2010 - 2025
    • Table 4 - Growth in mobile broadband traffic - 2016 - 2019
    • Table 5 - Growth in the number of mobile subscribers by operator - 2009 - 2020
    • Table 6 - Change in the market share of mobile subscribers by operator - 2009 - 2020
    • Table 7 - Annual growth in mobile subscriber base by operator - 2010 - 2019
    • Table 8 - Development of China Mobile's financial data - 2009 - 2019
    • Table 9 - Development of China Mobile's annualised ARPU - 2008 - 2019
    • Table 10 - Growth in the number of China Mobile's mobile subscribers - 2008 - 2020
    • Table 11 - Growth in the number of China Telecom's mobile subscribers by type - 2008 - 2020
    • Table 12 - Growth in the number of China Unicom's mobile subscribers - 2014 - 2020
    • Table 13 - Development of China Unicom's mobile ARPU - 2008 - 2019
    • Table 14 - Development of MVNO's market share of subscribers - 2014 - 2018
    • Table 15 - Growth in the number of m-commerce users - 2016 - 2019
    • Table 16 - Growth in the proportion of internet access above 100Mb/s - 2017 - 2019
    • Table 17 - Growth in average fixed and mobile download speeds - 2016 - 2019
    • Table 18 - Growth in the number of fixed broadband subscribers and penetration - 2010 - 2025
    • Table 19 - Growth in the number of FttP subscribers - 2012 - 2019
    • Table 20 - Growth in the number of China Telecom's fixed and FttP broadband subscribers - 2010 - 2020
    • Table 21 - Growth in the number of China Unicom's fixed broadband subscribers - 2008 - 2019
    • Table 22 - Growth in the number of China Mobile's fixed broadband subscribers - 2015 - 2020
    • Table 23 - Development of China Telecom's financial data - 2008 - 2019
    • Table 24 - China Telecom revenue by type - 2018 - 2019
    • Table 25 - Change in the number of China Telecom's fixed-line and fixed broadband subscribers and ARPU - 2008 - 2020
    • Table 26 - Development of China Unicom's financial data - 2008 - 2019
    • Table 27 - Change in the number of China Unicom's fixed-line subscribers - 2008 - 2020
    • Table 28 - Decline in the number of fixed-lines in service and penetration - 2010 - 2025
    • Table 29 - Growth of international internet bandwidth - 2007 - 2018
    • Table 30 - Historic - Mobile subscribers and annual change - 1995 - 2008
    • Table 31 - Historic - China Telecom mobile ARPU - 2008 - 2017
    • Table 32 - Historic - China Unicom 2G and 3G/4G subscribers - 2002 - 2015
    • Table 33 - Historic - China Telecom - fixed broadband subscribers- 2003 - 2009
    • Table 34 - Historic - Broadband access ports, proportion of FttP ports - 2010 - 2016
    • Table 35 - Historic - China Telecom fixed broadband subscribers- 2003 - 2009

    List of Charts

    • Chart 1 - Asian Telecoms Maturity Index by Market Category
    • Chart 2 - Asian Telecoms Maturity Index vs GDP per Capita
    • Chart 3 - Telecoms Maturity Index - Northern Asia
    • Chart 4 - Growth in the number of mobile subscribers and penetration - 2010 - 2025
    • Chart 5 - Growth in the number of mobile broadband subscribers and penetration - 2010 - 2025
    • Chart 6 - Growth in the number of mobile subscribers by operator - 2009 - 2020
    • Chart 7 - Change in the market share of mobile subscribers by operator - 2009 - 2020
    • Chart 8 - Development of China Mobile's financial data - 2009 - 2019
    • Chart 9 - Development of China Mobile's annualised ARPU - 2008 - 2019
    • Chart 10 - Growth in the number of China Mobile's mobile subscribers - 2008 - 2020
    • Chart 11 - Growth in the number of China Telecom's mobile by type - 2008 - 2020
    • Chart 12 - Growth in the number of China Unicom's mobile subscribers - 2014 - 2020
    • Chart 13 - Development of China Unicom's mobile ARPU - 2008 - 2019
    • Chart 14 - Growth in the number of fixed broadband subscribers and penetration - 2010 - 2025
    • Chart 15 - Growth in the number of FttP subscribers - 2012 - 2019
    • Chart 16 - Growth in the number of China Unicom's fixed broadband subscribers - 2008 - 2019
    • Chart 17 - Growth in the number of China Mobile's fixed broadband subscribers - 2015 - 2020
    • Chart 18 - Development of China Telecom's financial data - 2008 - 2019
    • Chart 19 - Change in the number of China Telecom's fixed-line and fixed broadband subscribers - 2008 - 2020
    • Chart 20 - Change in the number of China Telecom's fixed-line and fixed broadband subscribers - 2008 - 2020
    • Chart 21 - Change in the number of China Telecom's fixed-line and fixed broadband subscribers - 2008 - 2020
    • Chart 22 - Decline in the number of fixed-lines in service and penetration - 2010 - 2025

    List of Exhibits

    • Exhibit 1 - Key Market Characteristics by Market Segment
    • Exhibit 2 - Northern Asia - Key characteristics of telecoms markets by country
    • Exhibit 3 - Regional/international fibre optic cable networks
    • Exhibit 4 - Selected Chinese satellite service providers and satellites
    • Exhibit 5 - China Satcom satellite fleet