160 likes | 239 Views
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).
E N D
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
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!
STRUCTURE OF CHINESE TELECOM INDUSTRY MII (former MPT) BUREAU OF TELECOM ADMINISTRATION EACH PROVINCE EXPEDIT INSTITUTION REGULATOR CSAM STATE OWNER
In more detail Tel. CT CN CM CU
% GDP increase Income of Telecom Ind.
Subsection of income(2003.12) Among long dist. service
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
Opportunity in 3G times for foreign investment!
INVESTIMENT TO STOCK MARKET • VENTURE CAPITAL • JOINTVENTURE COMPANIES • OUTSOURCING SERVICES
TD-SCDMA CDMA2000 WCDMA WCDMA TD-SCDMA WCDMA GSM NCDMA 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 earlier than year 2005 + CDMA2000
Q & A Thank You!