China is the largest mobile phone market in the world!

Seeking Alpha Analyst Since 2010
China is the largest mobile phone market in the world. With mobile revenue growing faster than fixed-line, China’s telecommunication providers are rolling out 3G networks and providing value-added services such as mobile phone gaming to capture market share.
PRC Mobile Phone and Value Added Services Industry Statistics
According to data released Tuesday, July 20, China Telecom had a total of 7.2 million 3G users as of the end of June. This is only slightly lower than the 7.6 million users reported by China Unicom, but the latter has twice as many 2G subscribers, a much bigger base to find 3G converts. China Mobile has by far the largest 3G user base, with 10.5 million users as of the end of June. Altogether, China now reports 25 million 3G users, or a paltry 3% of the total mobile user base. http://quicktake.morningstar.com/Stocknet/san.aspx?id=344545
Interim Highlights from China’s Big Three Mobile Telecommunications Providers
1. China Mobile (CHL) 2010 Interim Results
• Value-added business revenue increased 13.4%, contributing 29.5% of total revenue
• 3G customers exceeded 10 million
• Mobile Internet access is growing rapidly, is a key growth driver, contributing 65.7% of value-added business revenue growth
• Mobile gaming paying users of proprietary games exceeded 3.5 million www.chinamobileltd.com/ir.php?menu=2
2. China Telecom (CHA) 2010 Interim Result
Subscribers (Mil) 2009.12 2010.6 Change
Access Lines in Services 188.56 181.07 -7.49
Mobile Subs 56.09 74.52 18.43
Revenue Breakdown (RMB Mil) 1H2009 1H2010 Change
Wireline 86,552 82,458 4.7%
Voice 41,060 32,915 -19.8%
Data 42,567 46,514 9.3%
Mobile 16,002 25,094 56.8%
Voice 9,051 14,102 55.8%
Date 3,763 8,668 130.3%
• Mobile revenue grew 56.8% year yoy
• Mobile Data growing rapidly: Mobile Data/Mobile Revenue Growth 34.5%
• 3G Subscribers grew 76.4% from 2009.12 to 2010.6
www.chinaunicom.com.hk/en/investor/ir_presentation.html
3. China Unicom (CHU) 1H2009 1H2010 YoY%
Operating Revenue (RMB Mil) 76,319 82,113 7.6%
Mobile 34,879 41,046 17.7%
Fixed-line 41,084 40,109 -2.4%
Adjusted Service Revenue 74,230 79,103 6.6%
Mobile 34,194 39,090 14.3%
Fixed-line 39,908 39,476 -1.1%
www.chinaunicom.com.hk/en/investor/ir_presentation.html
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