China DSL Broadband CATV Subscriber Market - Outlook to 2007

SUMMARY

China has built the largest and one of the most advanced SDH systems in the world, and was one of the first countries outside the United States to embark on a massive deployment of a DWDM technology. After a period of rapid growth in 2000-01, a collapse in 2002, China's optical fiber market have likely reached bottom in 2003. For 2004, Fiber Optics equipment market growth has resumed - driven by bandwidth needs for enterprise voice and data services.

On the consumer end, the market for broadband services in China continues to be promising for Cable, DSL, and Ethernet access vendors with double-digit growth expected in 2004 ? 2005. The penetration of DSL lines in China has shown a significant growth - last year growing over 200%.

This executive level research briefing (just over 30 pages) provides an updated and concise outlook for the enhanced access market in China for 2004 and 2005. In addition to the latest China broadband subscriber numbers, we also have forecasts for the optical transport market by network layer (metro, access and backbone).

China DSL and Cable Broadband Access numbers are updated every month - this report is always current.

TABLE OF CONTENTS

Chapter 1. Overview Of Services and Operators

• China Netcom (CNC)
• China Telecom Group (CTC)
• China Railcom Communications (CRC)
• China Unicom (CUC)

Chapter 2. Regulatory Environment

• Voice Over IP
• Voice Over Cable
• Voice Over DSL/Broadband Services

Chapter 3. China DSL Market

• Introduction
• China DSL Subscribers - outlook to 2007
• China DSL Vendor Deals

Chapter 4. CATV and CATV Broadband Internet Services

• Introduction on China's Cable Infrastructure
• Number Of CATV Operators And Subscribers
• Growth Of CATV Modems

Chapter 5. Optical Networking

• Overview
• Enterprise Demand Drivers
• Optical Networking Market Size
• 2002 Optical Equipment Spending By Network Layer
• FO CAPEX Outlook 2004 - 2005
• Optical Suppliers - Planned Purchases

Chapter 6. Methodology and Sources

List of Figures:

• Figure 1. China's DSL Subscribers 1998 - 2007
• Figure 2. DSL Lines as Percentage of Total Access Lines
• Figure 3. Number of China's CATV Operators And Subscribers, 1999 - 2007
• Figure 4. Installed Based CATV Modems
• Figure 5. CATV Access Lines as Percentage of Total Access Lines
• Figure 6. Demand Generation - Growth in Chinese Enterprise Networks
• Figure 7. Optical Network Market Size And Forecast, 2000 - 2004
• Figure 8. Cumulative Optical Network Market Share, 2000 - 2004
• Figure 9. Optical Equipment Spending Forecast By Network Layer 2004 - 2005
• Figure 10. Proportion Of Spending On Metro Layer Optical Technology