某咨询中国移动总体战略e文版页.pptVIP

CONFIDENTIALChina’s Mobile Telecom ServicesIndustry OverviewGCO Practice DevelopmentMay 2002This 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. 第一页，共七十六页。 ACKNOWLEDGEMENTS AND REFERENCESMGMs 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 Telecom Service Industry Overview# China’s Internet Industry Overview# China Telecom Equipment and Services Overview# China’s Mobile Handset Sector Overview# China Telecom Industry Regulatory Overview# Key Success Factors and Case Studies of MNCs Entry to China202 PD China Mobile Telecoms Service Industry 020403.ppt第二页，共七十六页。 KEY MESSAGES1. China’s mobile telecom 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, already comprising 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 20052. The competitive landscape for mobile services has evolved from a single regulator and operator to today’s duopoly of China Unicom and China Mobile, both of whom are unassociated with the Ministry of Information Industries. A second breakup of China Telecom is expected to form two large telecom operators, China Telecom and China Netcom Group, who are likely to receive mobile licenses. A fifth telecom operator, China Railcom, also has the potential of receiving a third generation license and building a mobile business. For now, China Mob