中国移动宽带市场展望_BDA.pdf

Mobile Broadband Market Outlook in China Giga Seminar Duncan Clark Chairman, BDA th Helsinki - November 19 , 2007 BDA China Introduction to BDA: Telecom, media tech consultancyconsultancy withwith officesoffices inin BeijingBeijing NewNew DelhiDelhi • BDA () provides strategy consulting and research to leading TMT firms and investorsinvestors withwith aa focusfocus onon emergingemerging marketsmarkets andand emergingemerging technologiestechnologies inin AsiaAsia. • The first TMT consultancy in China, BDA was founded in 1994 and is the leading firm of its kind, now having a team of over 40 based in Beijing. • Active in India since 2004, advising TRAI as well as international carriers, vendors and investors in the market. New Delhi office opened in 2006, team of 10 and growing. • BDA also tracks emerggingg technologgies and business models from Jappan and South Korea. • BDA offers ongoing research or customised consulting rendered by dedicated analyst sector groups: Handsets/Devices Fixed Line Wireless Equipment Services Internet New Media www 2 With GDP growing at over 11% the ‘rise’ of China is set to continue. Actuallyy it is more of a ‘return’. • China’s share of world GDP* is 16%,, still far below its historical ppeak of 30% * Purchasing Power Parity Adjusted. Source: The Economist 3 This economic growth has transformed the country, with the most rappid urbanization in human historyy 1996 20