文档介绍：s inin ChinaChina 20042004
AndrewAndrew ChethamChetham,, PrincipalPrincipal Analyst,Analyst,
AsiaAsia PacificPacific ,, HongHong KongKong
AudioAudio TeleconferenceTeleconference
20th20th JulyJuly 20042004
Agenda for Today
China
• bn pop Issues
• 357 m HH
• US$53 bn FDI
(2003) - OECD Govt/WTO
• Per capita e
US$1000 Potential
• 2001 ..64m above
US$5000… Fixed
• 1 dollar earned is
60cents spending Mobile
discretionary spend
• GDP 2003 growth - 3G
% Carriers
These slides are for internal use only within anisation. External use of Gartner copyrighted material must be approved in writing Copyright © 2004
by Gartner Vendor Relations. Please e-mail @ for approval. 1
Overall Government
Agenda
• Tele-density / drives economic growth / global
competitiveness
• Affordable + munications
• Improve quality - drive new services - drive china as innovation hub
• Reliable national corporate champions / best practice egs.
• Trusted for long term investment / pension- as opposed to SOEs
• International stage corporate champions
• Maintain control of the industry (eg use of price controls)
• Tap foreign capital without giving up control
• Dominance of home market - defence against foreign involvement as
WTO opens up mkt
• Support local vendor industry/ R&D/Manufacturing base
• s equipment purchases major role in US trade relations
These slides are for internal use only within anisation. External use of Gartner copyrighted material must be approved in writing Copyright © 2004
by Gartner Vendor Relations. Please e-mail @ for approval. 2
Since WTO foreign influence has
been muted….
• No major joint ventures (AT&Ts still only one)
• Complex, vague regulatory landscape, “designed” to thwart foreign
involvement
• Basic ration high> low hanging fruit gone
• Foreign infrastructure involvement in China highly unlikely
• Involvement in low key VAS, smal