China Telecom Operators Country Intelligence Report

China Telecom Operators Country Intelligence Report," a new Country Intelligence Report by the analyst, provides an executive-level overview of the telecommunications market in China today, with detailed forecasts of key indicators up to 2028. Published annually, the report provides detailed analysis of the near-term opportunities, competitive dynamics, and evolution of demand by service type and technology/platform across the fixed telephony, broadband, mobile, and pay-TV segments, as well as a review of key regulatory trends.

China’s total telecom and pay-TV service revenues will increase at a CAGR of 1.4% during 2023-2028 period, mainly supported by the revenue growth in mobile data and fixed broadband service segments. Mobile data will be the fastest growing segment with revenues expected to increase at a CAGR of 5.4% during 2023-2028. This growth will be driven by the continued increase in 5G subscriptions and subsequent rise in mobile data ARPU. Fixed broadband revenue will also increase during the forecast period, supported by continued rise in adoption of higher-ARPU fiber services for consumption of high-bandwidth applications such as, OTT-based video platforms, live video streaming, social media, and ecommerce.

The Country Intelligence Report provides in-depth analysis of the following :

• Demographic and macroeconomic context in China
• The regulatory environment and trends: a review of the regulatory setting and agenda for the next 18-24 months as well as relevant developments pertaining to spectrum licensing, national broadband plans, tariff regulation, and more.
• Telecom and pay-TV services market outlook: analysis as well as historical figures and forecasts of service revenue from the fixed telephony, broadband, mobile voice, mobile data, and pay-TV markets.
• The competitive landscape: an examination of the positioning of leading players in the telecom and pay-TV services market as well as subscription market shares across segments.
• Company snapshots: analysis of the financial position of leading service providers in the telecommunications and pay-TV markets.
• Underlying assumptions behind our published base-case forecasts, as well as potential market developments that would alter, either positively or negatively, our base-case outlook.

Scope

• The overall telecom and pay-TV services revenue in China will grow at a CAGR of 1.4% over 2023-2028 period
• Mobile data will be the fastest growing segment with revenues expected to increase at a CAGR of 5.4% during 2023-2028, driven by continued increase in 5G subscriptions and subsequent rise in mobile data ARPU.
• 5G services held 64.4% of the total mobile subscriptions in 2023
• China Mobile led China’s mobile market in terms of mobile subscriptions in 2023

Reasons to Buy

• This Country Intelligence Report offers a thorough, forward-looking analysis of China’s telecommunications markets, service providers and key opportunities in a concise format to help executives build proactive and profitable growth strategies.
• Accompanying the analyst’s Forecast products, the report examines the assumptions and drivers behind ongoing and upcoming trends in China’s mobile communications, fixed telephony, broadband markets, including the evolution of service provider market shares.
• With more than 20 charts and tables, the report is designed for an executive-level audience, boasting presentation quality.
• The report provides an easily digestible market assessment for decision-makers built around in-depth information gathered from local market players, which enables executives to quickly get up to speed with the current and emerging trends in China’s telecommunications markets.
• The broad perspective of the report coupled with comprehensive, actionable detail will help operators, equipment vendors and other telecom industry players succeed in the challenging telecommunications market in China.