Summary

"China Telecom Operators Country Intelligence Report," a new Country Intelligence Report by GlobalData, provides an executive-level overview of the telecommunications market in China today, with detailed forecasts of key indicators up to 2025. Published annually, the report provides detailed analysis of the near-term opportunities, competitive dynamics, and evolution of demand by service type and technology/platform across the pay-TV, fixed telephony, broadband, and mobile segments, as well as a review of key regulatory trends.

The total telecom services revenue in China will increase from $226.9 billion in 2020 to $273.1 billion by the end of 2025, at a CAGR of 3.8%, supported by increasing service revenues from mobile data and fixed broadband segments. The revenues from mobile data services is set to grow at a 10.6% CAGR over 2020-2025, largely driven by increasing mobile internet subscriptions and growing data ARPUs over the forecast period. Fixed broadband revenue will grow at a CAGR of 2.6% over 2020-2025, driven by increasing fiber-optic (FTTH/B) subscriptions and the government inititave for a national gigabit optical network.

The Country Intelligence Report provides in-depth analysis of the following -
- Demographic and macroeconomic context in China.
- The regulatory environment and trends: a review of the regulatory setting and agenda for the next 18-24 months as well as relevant developments pertaining to spectrum licensing, national broadband plans, tariff regulation, and more.
- Telecom services market outlook: analysis as well as historical figures and forecasts of service revenue from the pay-TV, fixed telephony, broadband, mobile voice, and mobile data markets.
- The competitive landscape: an examination of the positioning of leading players in the telecom services market as well as subscription market shares across segments.
- Company snapshots: analysis of the financial position of leading service providers in the telecommunications markets.
- Underlying assumptions behind our published base-case forecasts, as well as potential market developments that would alter, either positively or negatively, our base-case outlook.

Scope

- The overall telecom service revenue in China will grow at a CAGR of 3.8% over 2020-2025.
- Mobile services revenue is estimated to be 55.9% of the total telecom service revenue in 2020.
- Mobile data accounted for a majority 35.5% share of the total telecom service revenue in 2020.
- Top three operators China Mobile, China Telecom, and China Unicom accounted for 91.7% of the total mobile subscriptions in 2020.

Reasons to Buy

- This Country Intelligence Report offers a thorough, forward-looking analysis of China's telecommunications markets, service providers and key opportunities in a concise format to help executives build proactive and profitable growth strategies.
- Accompanying GlobalData’s Forecast products, the report examines the assumptions and drivers behind ongoing and upcoming trends in China's mobile communications, fixed telephony, broadband markets, pay-TV services, including the evolution of service provider market shares.
- With more than 20 charts and tables, the report is designed for an executive-level audience, boasting presentation quality.
- The report provides an easily digestible market assessment for decision-makers built around in-depth information gathered from local market players, which enables executives to quickly get up to speed with the current and emerging trends in China's telecommunications markets.
- The broad perspective of the report coupled with comprehensive, actionable detail will help operators, equipment vendors and other telecom industry players succeed in the challenging telecommunications market in China.