2004年中国电信市场分析报告(pdf 19页)

Telecoms in China 2004

一、Agenda for Today
二、Overall Government Telecom Agenda
三、Since WTO foreign influence has been muted….
四、China Telecom Penetration
五、How Big is the Potential Market?
六、Fixed and Mobile Markets
七、China Services Revenues
八、Fixed Services Revenue Mix
九、China’s Broadband Boom
十、The rise of (some) competition through VAS
十一、Mobile Market + Little Smart (PHS)
十二、Mobile Market Dynamics
十三、Mobile Revenue Mix
十四、China Mobile Services, Evolution to 3G
十五、Carrier Evolution: The pathway to four multi-service giants
十六、New Carrier Structures or Rumour?
十七、Scenarios and implications of change for infrastructure sales
十八、Conclusions

Overall Government Telecom Agenda
   • Tele-density / Telecom drives economic growth / global
competitiveness
   • Affordable + available communications
   • Improve quality - drive new services - drive china as innovation hub
   • Reliable national corporate champions / best practice egs.
   • Trusted for long term investment / pension- as opposed to SOEs
   • International stage corporate champions
   • Maintain control of the industry (eg use of price controls)
   • Tap foreign capital without giving up control
   • Dominance of home market - defence against foreign involvement as WTO opens up mkt
   • Support local telecom vendor industry/ R&D/Manufacturing base
• Telecoms equipment purchases major role in US trade relations

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