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Market Research Report

China Telecommunications Q4 2018

Published by BMI Research Product code 177707
Published Content info 55 Pages
Delivery time: 1-2 business days
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China Telecommunications Q4 2018
Published: September 25, 2018 Content info: 55 Pages

Key View:

We have revised upward our mobile growth forecast, based on positive data from the regulator and the operators and we have also increased our 3G/4G outlook for the same reason. While 3G subscriptions will gradually decline, we forecast strong growth for 4G. Similarly, we believe that broadband growth will be stronger than we previously forecast. The ICT sector is integral to China's 13th five-year plan (2016-2020) and will stimulate growth in other industries. While the plan lays out ambitious broadband targets, profitability in the telecoms sector will be largely undermined by the state-owned operators' need to compress prices to meet them.

Nonetheless, local IT and consumer electronics companies will gain from a higher budget for R&D (2.1% of GDP to 2.5%) and reduced reliance on imports for high-tech inputs.

Table of Contents
Product Code: SSCN01_20181001

Table of Contents

Key View


  • Telecommunications SWOT

Industry Forecast

  • Telecommunications Forecast

Industry Trend Analysis

  • 13th Five-Year Plan: Key Points

Industry Risk/Reward Index

  • Developing Asia Telecoms Presents Opportunities, But Not Without Risk
  • Risk/Reward Index

Market Overview

Regulatory Development

Competitive Landscape

Company Profile

  • China Mobile
  • China Telecom
  • China Unicom

China Demographic Outlook

Telecommunications Glossary

Telecommunications Methodology

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