China Telecoms Industry Report 2023-2028: Mobile Phone Penetration and High Fixed Broadband Take-Up Among Households Will Fuel Future Growth – ResearchAndMarkets.com

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This report provides revenue analysis and market forecasts. as well as statistics of China’s telecommunication industry. This includes market sizing, 5-year forecasts, market insights. Major Telecom Trends 5G Digital Infrastructure And it also has the following features:

  • Overall Telecom Market by Major Operators

  • Telecom operators, revenue and EBITDA mix profile

  • Mobile Membership & Revenue Market Overview and Forecasts

  • Spectrum Holdings

  • IoT Market Overview

  • Broadband Subscribers & Revenue Market Overview and Forecasts

  • Digital infrastructure (fiber, telecom towers, data centers, submarine cables)

  • Telecommunication Tower Market Analysis and Forecast

  • Contents / Opportunities related to 5G, M&A and e-Commerce

  • Telco M&A Transaction Database

China Telecom Industry Report Summary

Globally, the telecommunication sector is proving to be a key infrastructure service and essential for national economies. The information infrastructure has become essential in an interconnected world. And it tends to attract more and more new types of investors, such as large infrastructure funds. The publisher expects China’s telecom industry to remain stable due to the nature of its defense industry. Amid political uncertainty and uncertain economic outlook due to the COVID-19 pandemic.

Increased mobile penetration and high fixed broadband occupancy among households will drive future growth over the next five years. and fixed broadband subscribers will continue to fuel the growth of the telecom sector in 2023-28. More than 390 million people have become Internet users in the past seven years, and another 260 million Internet users are expected to go online. in the next 6 years by 2028

After market expansion over the past 5 years, the publisher forecasts sustained revenue growth through 2028 despite population decline and economic uncertainty. The Chinese government is the largest shareholder of the three telecommunication service providers (TSPs), with significant influence on strategy. network investment and pricing for service providers and attaches great importance to the development of the country’s telecommunication infrastructure as it is highly relevant to the development national economy and strengthening national unification

Capex Investment

Capex from Chinese operators is cyclical, with the introduction of mobile leading to investment that coincides with the growth of operators. Capex investment peaked between 2015 and 2016 as all three operators It built 4G mobile networks sequentially and dropped to a lower level in 2019, but will rise again from 2022 to 2028 as mobile operators invest in 5G, strengthen 4G coverage and increase capacity. action Meeting Strong Data Needs The Capex to GDP ratio peaked between 2015 and 2017 and began to decline from 2017 onwards.

5G is the backbone of various technological advancements. including unmanned vehicles As a result, China has accelerated the long march towards 5G, with the government instructing three operators to accelerate the construction of 5G networks, with more than 2.1 million 5G base stations installed by the end of 2022.

Mobile Membership and Earnings

Average annual mobile revenue growth was lower (1.3%) compared to mobile subscription growth (3.6%) from 2015 to 2021, highlighting the structural challenges faced by mobile subscribers. Provides mobile phone service to face Declining voice and SMS revenue, partially offset by wireless data monetization, is putting pressure on ARPU, plus reducing the dual-SIM card feature. Causing the number of mobile subscription growth to decrease

Population growth is a key growth driver for mobile operators. A slowdown in mobile subscription growth that will put pressure on it in the long run. This leaves less competition for the three mobile operators fighting for new customers.

Based on a benchmark study of mobile data pricing. China has seen the biggest drop in cost per GB over the past four years, while India has one of the lowest rates in the world at just a few cents per GB, and Singapore remains expensive.

The publisher predicts that China could end 2022 with about 555 million 5G subscribers, and this number could grow to more than 1.5 billion by 2028 (about 40% of the world’s 5G subscribers).

Broadband Subscribers – FTTH Push to Gigabit Speeds

The basic broadband market is growing strongly. This was largely driven by China Mobile’s push into the market over the past six years to become the market leader. Fixed broadband subscriptions are more affordable in China, generating lower ARPU than mobile subscriptions. which is market specific as in most markets. Fixed broadband service usually costs at least twice as much as mobile service.

Fixed broadband penetration is expected to grow moderately. As China’s investment in full-fibre networks is maturing with affordable packages. and penetration of broadband systems in households that have grown to a state of saturation

meanwhile Fixed broadband customers also choose to upgrade their connection. More than 94% of subscribers choose to apply for FTTH with speeds greater than 100Mbps.

Topics – Telecom Infrastructure / 5G / M&A / Infrastructure

Infrastructure Fund pension fund And government funds are assigning exponentially high values ​​to telecom infrastructure assets such as mobile towers, data centers, submarine cables and fiber infrastructure.

Investment funds assign exponentially high values ​​to telecom infrastructure assets such as mobile towers, data centers, submarine cables and fiber infrastructure. This report summarizes some real market examples of how investors view and value these investments with real industry examples and EV/EBITDA comparisons and benchmarks.

Analysis of China Telecoms Report’s transaction database highlights the shortage of inbound transactions. (domestic) in China’s telecommunication service market The largest of these transactions is with telecom operators moving assets to infrastructure entities such as China Tower Co. However, in the short to medium term The telecom sector is unlikely to experience corporate activities with the government controlling the sector. And with telecom still a strategic sector with low debt levels. Most of the transactions are expected to be in the IoT data center and cloud computing sectors with private sector service providers and large technology companies such as Tencent, Baidu and Alibaba.

The advent of 4G has brought the Internet from our desktops into our hands and pockets. 5G can transform networks from something we carry around into something that carries us around. can be both virtual (augmented reality or virtual reality) or in reality (Autonomous Vehicles) 5G The results and benefits beyond fast connectivity are unknown in terms of business models. Required investment and time

Key Topics Covered:

1 key stat

2 Overall Telecommunication Market 2015-2018

3 Telecom Operator History

4 Mobile Market

5 Broadband Market

6 Telecommunication Infrastructure Investment

China’s 7 telecom tower infrastructure landscape

8 topics/opportunities

8.1 Consolidation Opportunities

8.2 Opportunity for risk diversification

8.2.1 Ecommerce

8.3 New telecommunication operating models

8.3.1 Multiple Infrastructure Interests

8.4 Development of 5G

8.4.1 5G Overview

8.4.2 5G – Relative Capex Investment and Frequency Range

8.4.3 5G OpenRAN

8.4.4 Beyond 5G and Onto 6G

9 Telco M&A Transaction Database

10 methods

11 Copyright Notice

company mentioned

  • Beijing RLZY

  • china mobile

  • China Telecom

  • China Tower

  • China Unicom

  • Dr. Peng

  • Guo Tong

  • Miteno

  • Chinonet Stone

  • wall

  • Zhejiang Wanxing

For more information on this report, please visit https://www.researchandmarkets.com/r/m6l9xa.

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