某某年中国电信产业分析报告英文版(pdf 19页)
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资料简介：
Overall Government Telecom
Agenda
• Tele-density / Telecom drives economic growth / global
competitiveness
• Affordable + available communications
• 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 telecom vendor industry/ R&D/Manufacturing base
• Telecoms equipment purchases major role in US trade relations
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 penetration high> low hanging fruit gone
• Foreign infrastructure involvement in China highly unlikely
• Involvement in low key VAS, small scale ….but best opportunity
• International carriers serving MNC’s making incremental progress
• From NNIs…..to full POPs in gateway cities …..to POPs deeper in
China.
• Investment restricted to support of MNC clients
Scenarios and implications of
change for infrastructure sales
4 > 2
China Mobile + CNC, China Telecom + Unicom
• Mobile Infrastructure: Strongly negative, especially short term, slightly
positive for FWB, integration products
• PHS Infrastructure: Strong positive, CNC/CT to continue aggressive rollout
• Fixed Infrastructure: Neutral, slightly positive
6 > 3
CM + ChinaSat, CT + China Railcom, Unicom + CNC
• Mobile Infrastructure: Negative, slightly positive for FWB
• PHS Infrastructure: Positive for CNC, negative for CT
• Fixed Infrastructure: Neutral, slightly positive
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