电信行业深度运营报告

1T_ReportAbstract3G3G 3G GDP30% 3G2011GDP 3G3G2G35%3G3G 3G 3GWCDMAWCDMA2G3GWCDMA3G FMC 3G 3GWCDMAT_RankI[e-mail]_RelatedReport23151.151.251.38292.192.292.3102.4112.4.13G112.4.23G122.4.33G132.5ICT152.6163164174.13G174.1.1184.1.23G184.1.3184.1.4194.2204.3204.4214.52233ARPUzz3Gz2004GDP30%200722%3G2011GDP20130%10%20%30%40%50%60%70%80%90%100%20072008E2009E2010E2011E2012E2013E0%10%20%30%20072008E2009E2010E2011E2012E2013E3G2G35%3G3G3G3G43G3GWCDMAWCDMA2G3GWCDMA3GFMC3G3G3TD-SCDMACDMA2000WCDMA3G3GWCDMA3G3GFMCFMC51.1.1.2007GDP2004GDP1GDP1.2.261.2.1.IP3451.2.2.200110%76781.2.3.9830%1.2.4.WAP101.3.30%200722%GDP1192.2.1.2-320%122.2.2-313102.3.142007ITU15MbpsCommunicationsWorkersofAmerica(CWA)530%11162.4.30%2G3Gemail3G2.4.1.3G3G2G125KGPRS163.5GHSDPA1.23G3G3G/3G3G3G3G122.4.2.3G3G3G20053G20073G63G20%3G90%173GCDGCPSP3G3G13183G193G90%CDGITUForumStrategicAnalytics2.4.3.3G3G3G3GzIpsosMediaCT20%z3G3G20NTTDoCoMo3G2G3G3G201020134.345%14213GNTTDoCoMo3GFOMAOK33%22NTTDoCoMo2G35%3G3G15232013240%10%20%30%40%50%60%70%80%90%100%20072008E2009E2010E2011E2012E2013E2.5.ICTICTInformationCommunicationTechnologyITICTIT--162.6.3G2011GDP253.200724.4%13.3%13.7%9.3%ARPU89GSMARPU46CDMAARPU58.1260750%270766%1728293031ARPU4.13G3G3G3G3G4.1.3G33G3GWCDMA18WCDMA3G23G3GTD-SCDMA384k1WCDMA12007.2M228CDMA2000700660k-1.4M98GSA4.1.1.CDMA3GNTTDoCoMo3G20087WCDMA1200HSDPA724CDMA2000700TD-SCDMAWCDMA3GiPhoneWCDMATD-SCDMAWCDMA3G3WCDMA2Giphone3Giphone2G3G4.1.2.3GTD-SCDMAWCDMACDMA20003GWCDMA3.5GHSDPA7.2MCDMA2000EV-DO660k-1.4MTD-SCDMA384KTD-SCDMA228WCDMA3GWCDMA4.1.3.3GKDDINTTDoCoMo3GNTTDoCoMo2001WCDMAKDDI2002CDMA2000KDDI33GKDDI2005NTTDoCoMo3G3GKDDI1932NTTDoCoMoKDDI3G4.1.4.z2G3G2G3GGSMGPRS()CDMA380GSMITGSM3G270300CDMA1201507060z3GWCDMAWCDMATD-SCDMA33GTD-SCDMATD-SCDMAWCDMAWCDMA3G1000WCDMA3G3Gz3G3G3G3G3G3G204.2.33GSMCDMA4.2.1.FMCFMCFMCFixedMobileConvergenceFMCFMC4.2.2.500020003G2-3CDMAGSM4.2.3.4.3.3G4.3.1.3GMNPmobilenumberportability4.3.2.21CDMAGSM4.3.3.“”TD-SCDMA4.4.4.4.1.4.4.2.53%3303-0753%2234074.4.3.3G3G3TD-SCDMACDMA2000WCDMA3GWCDMA3G3G4.5.3G43G3G3233G2013TD-SCDMA3G3533G3GFMC3GFMC24363G100.0%51.4%14.8%17.6%33.2%40.2%0.0%19.4%55.3%57.8%44.5%38.4%0.0%29.1%29.9%24.6%22.4%21.4%0%10%20%30%40%50%60%70%80%90%100%2008E2009E2010E2011E2012E2013E20077.6%201317.8%200722%201328.4%200770.4%201353.8%373253870.4%72.8%68.8%61.7%57.3%55.1%53.8%22.0%20.2%20.4%23.5%26.4%27.7%28.4%7.6%7.0%10.9%14.8%16.3%17.2%17.8%0%10%20%30%40%50%60%70%80%90%100%20072008E2009E2010E2011E2012E2013E3G393G3G3GWCDMA26T_AuthorInfoMBA—630010%—6300-10%10%—630010%A—300B—[e-mail][e-mail][e-mail][e-mail][e-mail][e-mail][e-mail][e-mail]:518026:200122:100034