Table of contents

Ovum view
Market development
Key market trends
Accelerating fixed-to-mobile substitution
Robust postpaid growth despite the dominance of prepaid
Rural markets expand quickly
2G network expansion and upgrade continues
Data growth is encouraging
Tariff restructuring to pave the way
Unknown future for CDMA
An industry shaped by the government
The long-awaited 3G licensing
Industry restructuring
Foreign investment does not follow the WTO timetable
Tariff control
Seize growth opportunities overseas
Chinese vendors: the 3G beneficiaries
Player positioning in the face of 3G
Duopoly continues
China Mobile – the 3G first-mover
China Unicom – dual-network strategy is questionable

Table of figures

Figure 1 China mobile connections and growth forecast, 2006–2011
Figure 2 Chinese fixed and mobile connections and growth, 2000–2006
Figure 3 Prepaid and postpaid splits in China
Figure 4 Chinese subscriber net additions by region, 2004–2006
Figure 5 Chinese ARPU and MoU for GSM and CDMA, 2004–2006
Figure 6 China’s WTO commitment schedule for the mobile sector
Figure 7 Subscriber and market share movement for mobile operators