麥肯錫-中國(guó)移動(dòng)通信市場(chǎng)分析-wenkub
2023-05-27 18:43:12 本頁(yè)面
【正文】 upported by the world’s largest subscriber base at 145 million, already prising 15% of the world’s total in 2022 and growing to potentially 218 million in a low case or 300 million in a high case by 2022419972022 MOBILE SERVICE REVENUE GROWTH OF 30% CAGR HAS OUTPACED OTHER TELECOM SERVICE SECTORS AND IS PROJECTED AT 16% THROUGH 2022Revenuesdetails)Appendix– Playersseparateunpredictablerecordandregulationdecisions,meansrisksforteleleastrequiredChineseexistalthoughandofwillsetwilltheaccessionloom,needs.deviceswillandwill2022.billionwithSMSfailedearlyinareoperatorshaveInterestof2022,overaquicklyarepetition.3.pricingtohighHoweverhighowns72%82%dominatesForbuildingthirdpotentialRail,fifthreceivewhoandteletoChinaAMinistry（財(cái)政部） areMobile,Chinatosinglehaslandscapebyincasemilliongrowingtotal15%145largestsupported2022.andmarketgrowing,ismobileEntryCaseKeyTeleHandsetServicesChinaChina’sTeleMacroeconomic(BEI)Shirley(BEI)Eric(TOK)GraemeFXingWu(TOK)Perchow(BEI)ChipperACKNOWLEDGEMENTS AND REFERENCESMGMs and CSS involved in the relevant studies include the following:TonyMcKinseypriorreproducedbepartFirmfor2022ThisCONFIDENTIALChina’s Mobile Tele ServicesIndustry OverviewGCOreportthepersonnel.ofcirculated,forwrittenamp。PerkinsBoulasJoseph(HKO)Hai(HK)YiLiHunterXuChenEnvironmentServiceInterTeleOverviewSectorIndustrySuccessStudiestotelehugerepresentingsizeUS$38Thisbysubscribermillion,ofintoinora20222.forevolvedregulatortoday’sUnibothunassociatedofsecondTeleformoperators,Chinaaremobiletelealsoofgenerationanow,thevaluesubscribermuchvaluechurn（用戶(hù)流失） andincreasepressuresWirelessexpectedinmarketUS$4usedallfrombeenandactivelytheWAPtohasupSMSThebemodernrequiretailored（定制） 4.particularlyofWTO.beupallowforeignersvaluegeographicthroughplayerstoservicebasicremain,tounclearincludingtheofdecisionregulatoryprofiles– 3GUS$line（固話）Paging（傳呼）CAGR30%CAGR16%notoffiguresyearsubscribersDetailedtimingandthesubscribersyearAllonBank。CAGR 30%CAGR 16%CAGR 83%ARPUUS$/monthCAGR 24%CAGR 7%? PerationforlowprepaidtolowerentrantspetitionincreaseinEffectiveusesubsmultisimcardEuropeanUK,Netherlands,countriesCAGR = 30%CAGR = 14%CAGR = 7%Number of mobile subscribersMillionsCAGR = 13%20222022China–EasternCanada**ForecastthesubsmultisimcardGartnerBank。Global mobile subscribersMillionEuropeUSSouthAsia0205subsmultisimcardJPMcKinseyandLiteraturereports。(US$mobilethemn42%463mn*47%China ine distribution and addressable marketPercent1,8151,77220222022? China’smobileto.fivemillionassumptionsineconsumers510%%onhigherofdevelopedgreaterisgoodsoflivingassumedserviceswillUSDineUSD2022for35%Addressablepersons2022 Addressable345Gartner。EIU100%1996 1997 1998 1999 2022 2022E 2022E 2022E 2022E 2022EMobile subscriber peration in 2022PercentItalySwedenNetherlandsUKSpainGermanyFranceUSChina**Allpopulation)ChinaareinactivePerationurbanSource:ChinaManrate2022Source:ChinaMan2022Subscriber CAGRPercent,TibetGuizhoucurrentlyEIUreportsChinasecondinTeleproviderandmadeUniRailChinaandwhenintofunctions?ChinatowithinofTeleChinaMobileantimonopoly1stChinaintoCTCTchangeApriltoactedandtelemunications?InmadeandwithainPLA’sundertakesatthegovernmentPLAGreatdecisionassetsmade(transferpleted)? 2ndwork?EstablishedGSMrailwaylicenseindataofferinNetbrokenandNorthNetbeeTeleaslocalseveralbyproposalwithaboutmergerspanies? ChinasecondtoRail?WhileassettowilloperatorwithGSMofworkforopenness3GNovemberJitongandunit? Competitionmergedlicensesoperations,services? OriginalChinaandChinastrongcapitalthistoChinapubliclylicense16PROFILES OF CURRENT AND LIKELY FUTURE PLAYERSChina assets Mobile strategy Current partnershipsLicense prospects*Stillmillionmobile180workoperatoraccessonlinebebackbonecities?Startedinworkcovering(500thus3G?FocusGPRSsupportingtechnology,toanddevelopingwithserviceoperators,supplierandtomobileastechnologydataitfirst?MayGZ,followinglicenseusers– UsetargetT?JapanSachs?SingTel? NoneExistingExistingCurrent playersChina MobileChina UniLikely future playersChina TeleChina NetChina Rail*Government2undecidedtype。beJaffrey。Sachs。10joinedtoenterprise? Settoservices? Potentialpanies? Newtele? Sometakeoverassets? Ownsmarketdesireoperationsofferings? Governmenttoandandinvest? Desiregivenofmovedcurrentservicesutilizeallocated? WTOrequirelicensesnewforeignforunderlimitotherturfentryservice? Mobile? ? data? ? IP? Multimediahosting? Networksale? ? IDD? saleID? Call? waiting? SMS? VPN? ? ? ? servicesResearch。NetChinaservingmarketsubscribersrevenues?AlliedCEOtoCMHK? OfferscorporatepricemarketsupportfrequencyCDMAsubcapitalKong? Strongexecutivesstartupandbanks?StrongJiangonboard? Remainsininfixedlineshortage2022/2022?UniadvantagebusinesspletelyandCMHK?Facingworktofixedworkoperatingconcernsprohibitingtargets(one? Haslicense?Lackscultureaggressiveness?BoundruralfixedlinebreakupoperatingscaleisrelevantUniChinaTele? Telstra? ATamp。Corporation,Sachs,equityChinaagreementbepreferredincludingexpertise,developmentDownedHP? HutchisonChinadevelopmenthightophones? StrategicChinadevelopmentallia
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