文档介绍：CONFIDENTIAL
China’s Mobile Services Industry Overview
GCO Practice Development
May 2002
This report is solely for the use of Firm personnel. No part of it may be circulated, quoted, or reproduced for distribution without prior written approval from McKinsey & Company.
ACKNOWLEDGEMENTS AND REFERENCES
MGMs and CSS involved in the relevant studies include the following:
Tony Perkins (BEI)
Stefan Albrecht (BEI)
Chipper Boulas (HKO)
Peter Kenevan (TOK)
Perchow Joseph Chang (SHA)
Andrew Wu (HKO)
Hai Wu (BEI)
Jane Xing (HK)
Yi Feng (BEI)
Sheng F Li (SHA)
Yoshinobu Takanuki (TOK)
Graeme Hunter (JOH)
Julia Yang (BEI)
Eric Xu (BEI)
Jason Liu (BEI)
Shirley Chen (BEI)
The series of PDs include the following:
# China Macroeconomic Environment
# China’s Mobile Service Industry Overview
# China’s Industry Overview
# China Equipment and Services Overview
# China’s Mobile Handset Sector Overview
# China Industry Regulatory Overview
# Key ess Factors and Case Studies of MNCs Entry to China
1
02 PD China Mobile s Service Industry
KEY MESSAGES
1. China’s mobile service market is huge and fast growing, representing US$21 billion market size in 2001 and US$38 billion in 2005. This market is supported by the world’s largest subscriber base at 145 million, prising 15% of the world’s total in 2001 and growing to potentially 218 million in a low case or 300 million in a high case by 2005
2. petitive landscape for mobile services has evolved from a single regulator and operator to today’s duopoly of China and China Mobile, both of whom are unassociated with the Ministry of Information Industries. A second breakup of China is expected to form two large operators, China and com Group, who are likely to receive mobile licenses. A fifth operator, China , also has the potential of receiving a third generation license and building a mobile business. For now, China Mobile dominates the market with 82% value share and 72% subscriber share and owns much of the high