某咨詢－－215215移動(dòng)總體戰(zhàn)略(編輯修改稿)
2025-03-19 11:19 本頁面
【文章內(nèi)容簡(jiǎn)介】 。inthenewMinistryofInformationIndustries(MII)ChinaTeleChinaMobile(CMCC)ChinaTeleChinaMobile(CMCC)? Underthegovernment’santimonopolyplan,inthe1sthalfof1999,ChinaTelewassplitinto4operatingpanies:CTfixed,ChinaMobile,CTPaging,CTSatellite?ThechangebecameofficialonApril20,2023? Priorto1994,theMPTactedastheregulatorandsoleoperatoroftelemunications?In1993,announcementwasmadetoseparateoperatingandregulatoryfunctionsalongwiththeestablishmentofa2ndoperatorGreatWall? Establishedin1995toharnessPLA’sradiospectrum?Thepanyundertakes“theCDMAproject”atthedirectionofthegovernmentGreatWall? DuetogovernmentmitmenttoseparatePLAfrommercialactivities,GreatWalldissolvedwithdecisiontotransferCDMAassetstoChinaUnimadeinOctober2023(transferyettobepleted)? 2ndlargestfixedlinework?EstablishedDecember2023?OfferslimitedGSMserviceoverit’srailwayworkPre 1994 Regulator and Operator1994 to 1999Virtual Monopoly1999 To 2023 Deregulation/Breakup2023 and beyond 2nd breakupand future landscapeChinaNet? Establishedinwithinterbackbone?LikelylicensewinnerJitong Jitong? Setupin1994todevelopdatamunicationservice? BegantoofferVoIPservices?LeadingplayerinvoiceoverIPChinaNetGroupChinaRail? ChinaTelebrokenupintoNorthandSouthwithCTNorthmergingwithChinaNetandJitongtobeeChinaNetGroup? ChinaTeleSouthcontinuesoperationasChinaTele?OperatingCDMAlocalloopservicesinseveralcities? ChinaMobileunaffectedbysecondbreakup,survivingproposaltomergeitwithJitong,givenconcernsaboutconsequencesofforcedmergersforpubliclylistedpanies? ChinaUniunaffectedbysecondbreakup,survivingproposaltomergeitwithRail?WhileGreatWallCDMAassettransferhasyettobepleted,UniwillbeefirstmajoroperatorintheworldwithbothCDMAandGSMservices,withlaunchofitsownCDMAworkin2023? Operatorbiddingfor3Glicense,withopennesstowardsadoptingChina’s3Gstandard,TDSCDMA 1502PDChinaMobileTelesServiceIndustrySource:Literaturesearch。industryinterviewsBefore After CT breakupMOST RECENT BREAKUP OF CHINA TELECOM TO LEAD TO A LANDSCAPE OF 5 OPERATORS COMPETING ACROSS BOTH MOBILE AND FIXEDLicenses Licenses? AnnouncementonNovember26tomergeJitongwithChinaNetandChinaTeleNorthernunit? Competitionwillincreaseasmergedtelegiantsobtainlicensesforprehensiveteleoperations,including– Fixedlinephone– Mobilephone– Interrelatedservices? OriginalplantomergeChinaMobilewithJitongandChinaUniwithChinaRail,metwithstrongdissentfromthecapitalmarketswhosawthisasanaffronttoChinaMobileandChinaUni’sgovernanceaspubliclyheldpanies? Mobile? Mobile? Fixed? Mobile(GSMR)? Fixed? Fixed? Fixed? FixedGROUPChina Tele NorthChina Tele South? Mobile? Fixed? Mobile? Fixed? Mobile? Fixed? Mobile? FixedChina Rail China Rail? Mobile? FixedHavelicense1602PDChinaMobileTelesServiceIndustryPROFILES OF CURRENT AND LIKELY FUTURE PLAYERSChina assets Mobile strategy Current partnershipsLicense prospects*Stilltobedecided? ~96millionmobilesubscribers? ~30millionmobilesubscribers?Servicescoveringover180cities? Largestnationalteleworkcovering2,000cities?Firstoperatortointroduceinteraccesscards,andannouncedonlineshoppingcardtobelaunchedin2023? Interbackbonecovering17majorcities?StartedIPphoneservicesinJanuary2023? 2ndlargestworkinChina。coveringallmajorcities(500cities)? Betechnologyleader,thuseagertoenter3G?Focusonhighendcustomers?TrialingGPRSwith7vendors?StronglysupportingWAP? Shiftingattitudesontechnology,nowfirstplayertocoverbothGSMandCDMA?FocusingattentionondevelopingCDMAworks?TrialingGPRSwith4vendors? Competeonserviceofferingwithexistingoperators,leveraginggovernmentandsupplierexpertise?ActivewithWLLandlocalmobility?Gostraightto3Gifpossible? Obtainmobilelicenseasquickaspossibleregardlessoftechnologystandard?RolloutwirelessdataservicesevenifitmeanstakingGSM/GPRSfirst?MayfocusinitiallyonGZ,BJ,SH? Likelyintendsfollowing2tierstructure– Obtain3Glicensetotargethighendusers– Use2GPHStotargetvoicesubscribers? Vodafone?HP? Hutchison?KDDI?SKTele?Telstra? ATT?JapanTele?BritishTele? NewsCorporation?GoldmanSachs?SingTel? NoneExistingExistingCurrent playersChina MobileChina UniLikely future playersChina TeleChina NetChina Rail*Governmentlikelytogrant2licenses。undecidedwhen,andwhattype。nonetobeawardedin2023Source:PiperJaffrey。MerrillLynch。Literaturesearch1702PDChinaMobileTelesServiceIndustryOTHER PLAYERS UNLIKELY TO ATTAIN MOBILE LICENSESSource:GoldmanSachs。EIUPyramid。McKinseyanalysisCentury MobileJitongForeign JV EntrantsNew telcosWho they are Basis for entry Obstacles? Consortiumof10enterpriseswhohavejoinedtogethertotrytosetupmobileenterprise? Setupin1994todevelopdatamunicationservices? PotentialJVsinvolvingforeignpanies? Newplayersexpandingintotele? Somegovernmentcontacts? OriginallyconsideredtakeoverofGreatWall’sassets? Owns70%ofVoIPmarket? Governmenthasindicateddesiretoseemultipleoperations16
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