Market Research Report Store China 4G and Fiber Network Expansion Coupled with | Page 2

- 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, number portability and more.
- A demand profile: analysis as well as historical figures and forecasts of service revenue from the
fixed telephony, broadband, mobile voice, and mobile data markets.
- Service evolution: a look at changes in the breakdown of overall revenue between the fixed and
mobile sectors and between voice, data and video from 2016 to 2021.
- The competitive landscape: an examination of key trends in competition and in the performance,
revenue market shares and expected moves of service providers over the next 18-24 months.
- In-depth sector analysis of fixed telephony, broadband, mobile voice, and mobile data services: a
quantitative analysis of service adoption trends by network technology and by operator, as well as of
average revenue per line/subscription and service revenue through the end of the forecast period.
- Main opportunities: this section details the near-term opportunities for operators, vendors and
investors in China's telecommunications markets.
Scope
- The overall telecom service revenue in China will grow at a CAGR of 5.8% during 2016-2021,
mainly driven by growth in the mobile data and fixed Internet segment.
- Mobile revenue will account for 60.5% of the total telecom revenue in 2021, with mobile data
accounting for 65.8% of mobile revenue in 2021.
- 4G will be the most adopted mobile technology through 2021. Moreover, its share of the overall
mobile subscriber base will continue to increase over the 2016-2021 forecast period, owing to rising
adoption of 4G services over the coming years.
- The top three operators, China Mobile, China Unicom and China Telecom, accounted for 89.2% share
of overall service revenue in 2016. We expect competition to intensify further as operators focus on 4G
expansion, fiber deployment and commercializing 5G to further increase their market share.
- Operators will continue to focus on investments in 4G network expansion and launch of 5G services,
fiber deployments to increase connectivity and on catering to the rising data demand.