| EXECUTIVE SUMMARY |
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| 1 CHINA TELECOM MARKET OVERVIEW |
3 |
| 1.1 MARKET SIZE & GROWTH |
3 |
| 1.2 COMPETITIVE LANDSCAPE |
4 |
| 1.3 MARKET ENVIRONMENT |
7 |
| 1.3.1 REGIONAL DIFFERENCES |
7 |
| 1.3.2 FIXED-LINE TO MOBILE MIGRATION |
8 |
| 1.3.3 LONG-DISTANCE CALL MARKET GOING IP |
9 |
| 1.3.4 BROADBAND GETTING A BROAD AUDIENCE |
9 |
| 1.4 REGULATORY ANALYSIS |
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| 1.4.1 KEY REGULATORY ORGANIZATIONS |
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| 1.4.2 WTO ACCESSION AGREEMENT |
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| 2 CHINA TELECOM MARKET TRENDS |
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| 2.1 CUSTOMER TRENDS ANALYSIS |
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| 2.2 TECHNOLOGY TRENDS ANALYSIS |
14 |
| 2.2.1 3G |
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| 2.2.2 TD-SCDMA |
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| 2.2.3 WIMAX |
19 |
| 2.2.4 IPTV |
23 |
| 2.3 REGULATORY TRENDS ANALYSIS |
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| 2.3.1 TELECOM INDUSTRY RESTRUCTURING |
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| 2.3.2 3G LICENSING |
27 |
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| 3 CHINA TELECOM EQUIPMENT AND HANDSET MARKET OVERVIEW |
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| 3.1 TELECOM EQUIPMENT MARKET OVERVIEW |
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| 3.2 HANDSET MARKET OVERVIEW |
30 |
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| 4 CHINA MOBILE VAS MARKET OVERVIEW |
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| 4.1 MARKET SIZE & GROWTH |
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| 4.2 LIFE CYCLE AND VALUE CHAIN |
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| 4.3 KEY SERVICE TRENDS |
34 |
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| 5 CHINA INTERNET MARKET OVERVIEW |
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| 5.1 MARKET SIZE & GROWTH |
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| 5.2 ANALYSIS OF INTERNET USERS |
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| 5.3 KEY SERVICE TRENDS |
41 |
| 5.3.1 SEARCH ENGINE |
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| 5.3.2 ONLINE GAME |
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| 5.3.3 E-COMMERCE |
42 |
| 5.3.4 ONLINE VIDEO |
42 |
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| LIST OF FIGURES |
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| Figure 1-1: China Telecom Market Size by Subscriber (2001-2007) |
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| Figure 1-2: Telecom Penetration Rate among Asian Countries (2006) |
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| Figure 1-3: China Telecom Market Share by Revenues (2006) |
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| Figure 1-4: Key Chinese Telecom Operators’ Performance Benchmarks (2006) |
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| Figure 1-5: China Regional Telecom Revenue & Growth Comparison (2006-2007) |
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| Figure 1-6: Mobile and Fixed-line New Addition Market (2003-2007) |
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| Figure 1-7: Long-distance Call Traffic (2004-2007) |
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| Figure 1-8: Broadband Penetration in China (2004-2007) |
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| Figure 2-1: Percentage of Living Expenses by Income Group (2006) |
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| Figure 2-2: Pre-paid and Post-paid Subscriber Breakdown (2006) |
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| Figure 2-3: Operators’ Revenue Breakdown by Data and Voice Services (2006) |
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| Figure 2-4: Schedule of First- and Second-Stage TD-SCDMA Trials |
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| Figure 2-5: Schedule of TD-SCDMA Massive Network Technology Application Trials |
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| Figure 2-6: Trial Networks for TD-SCDMA Mass Network Technology Application Trials |
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| Figure 2-7: TD-SCDMA Wireless Equipment Market Share (by number of lines) |
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| Figure 2-8: China IPTV User Forecast (2005-2010) |
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| Figure 3-1: Sales Revenue of China Telecom Equipment Market (2003-2007) |
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| Figure 3-2: Chinese 3G Network Investment Forecast (2007-2012) |
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| Figure 3-3: Huawei & ZTE Performance Overview |
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| Figure 3-4: China Handset Market Sales by Unit (2003-2007) |
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| Figure 3-5: Competitive Landscape in China Handset Market (2007) |
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| Figure 4-1: Mobile VAS Market Size in China (2003-2010) |
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| Figure 4-2: Mobile Operators’ Value Added Service Revenue Breakdown (2006) |
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| Figure 4-3: Mobile Music Market Size in China (2006-2010) |
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| Figure 4-4: Mobile Internet Market Size in China (2006-2010) |
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| Figure 4-5: Mobile Search Market Size in China (2006-2010) |
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| Figure 4-6: Mobile Game Market Size in China (2006-2010) |
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| Figure 5-1: China Internet Market Size & Growth (2003-2006) |
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| Figure 5-2: Internet User Demographics in China (2006) |
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| Figure 5-3: 2006 Revenue and Operating Margin of Top 3 Online Gaming Players |
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| Figure 5-4: China Online Video Market Size (2005-2008) |
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| LIST OF TABLES |
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| Table 1-1: The General Business Scope of Major Chinese Telecom Operators |
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| Table 1-2: Permitted Foreign Ownership Percentage and Geographic Restriction for Foreign-invested Telecommunications Enterprises in China |
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| Table 2-1: China 3.5GHz Bidding Result |
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| Table 2-2: China Netcom’s Selected IPTV Deployments Overview |
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| Table 2-3: China Telecom’s Selected IPTV Deployments Overview |
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| Table 2-4: China IPTV Services and Regulatory Authorities |
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| Table 2-5: China Telecom Industry Restructuring Scenarios |
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| Table 2-6: 3G Licensing and Operator Restructuring Scenario |
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| Table 4-1: Future Growth Drivers for Mobile VAS Market in China |
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