China WiMAX: Assessing Growth Potential in a Complex Market

SUMMARY

China is an increasingly active test bed and emerging market for new technologies such as IPTV and WiMAX. With its large population (1.3 billion), high rate of GDP growth (9% per year) and increasing mobile user base, China would appear to offer a wealth of opportunities for WiMAX. There is a common view that the Asia Pacific will be the key global market for WiMAX, with China being the core long term opportunity for WiMAX vendors and service providers. It is therefore no wonder that the WiMAX Forum regards China as a key strategic region for growth.

In order for WiMAX to succeed in the Chinese market, many issues are now critical and will determine the shape of the demand curve over the next several years. The attitude of the Chinese Government towards WiMAX, which spectrum will be adopted for WiMAX in China, how Chinese telecom carriers view it and the relation between WiMAX and 3G will all determine the development of WiMAX in China.

Written by an analyst within China, this NSR report provides a comprehensive understanding of the broadband wireless market and WiMAX trends in China, discussion of how to make full use of the WiMAX feature set, analysis of the industry value chain and the market opportunity and business issues. An in-depth investigation of application demand is generated, which provides accurate information and pertinent decision-making recommendations for those tuned to WiMAX development in China and the market opportunity and investment.

Primary elements of the report include:

• Key Findings
• Addressable China WiMAX Market/Opportunity
• China WiMAX Ecosystem and Vendor Review
• China WiMAX Spectrum Issues
• China WiMAX Business Issues
• China WiMAX Growth Drivers/Restraints
• China WiMAX Market Forecast/s
  • Subscribers, by Spec
    • 802.16d
    • 802.16e
  • Equipment Sales
    • WiMAX Customer Premise Equipment (CPE)
      • 802.16d
      • 802.16e
  • WiMAX Base Stations
    • 802.16d
    • 802.16e

A Complete Analytical Perspective

Elements of this extensive study include:

• Complete report document segmented by analysis on all applications, end user categories, equipment, spectrum and demand trends
• An Excel file containing extensive data and charts so the client can easily use this work as a basis for their own internal market projections

TABLE OF CONTENTS

Executive Summary

1. Introduction

• 1.1 Background

2. Key Findings

• 2.1 China's Broadband Market Development Favors WiMAX
• 2.2 China's Growing Mobile Market Favors WiMAX as Well
• 2.3 Growing Interest in WiMAX, But Will It Lead to Favorable Policy Initiatives?
  • 2.3.1 Chinese Telecom Carriers Changing Attitude Towards WiMAX
  • 2.3.2 Attitude from Chinese Government
  • 2.3.3 Attitude from Chinese Equipment Suppliers

3. Addressable WiMAX Market

• 3.1 Fixed Telecoms Carriers
• 3.2 Mobile Telecom Carriers
• 3.3 "New" Telecom Carriers
• 3.4 Relationship with 3G Mobile

4. WiMAX Ecosystem and Vendor Review

• 4.1 WiMAX Ecosystem
• 4.2 Vendor Review in China Market

5. WiMAX Spectrum Issues

• 5.1 Telecom Market Management
• 5.2 Current Spectrum for Fixed Broadband Wireless Access
• 5.3 Future Spectrum for WiMAX

6. Business Issues

• 6.1 WiMAX Market Positioning
• 6.2 Opportunity for Equipment Vendors

7. WiMAX Growth Drivers and Restraints in China

• 7.1 WiMAX Growth Drivers
  • 7.1.1 Telecom-Class Applications
  • 7.1.2 Private Network Applications
  • 7.1.3 Wireless Service Provider Applications
  • 7.1.4 Government Public Entity Applications
  • 7.1.5 Universal Telecom Service Applications
• 7.2 Growth Restraints
  • 7.2.1 Government Policy
  • 7.2.2 Price Barriers
  • 7.2.3 Potential Competitions
  • 7.2.4 Uncertain Spectrum
  • 7.2.5 Immature 802.16e products

8. WiMAX Market Forecast

• 8.1 Total Market Forecasts
• 8.2 Application Suites
• 8.3 Subscriber Forecasts
• 8.4 Forecast of Equipment Sales
  • 8.4.1 Forecast of WiMAX Customer Premise Equipment (CPE)
  • 8.4.2 Forecast of WiMAX Base Stations
• 8.5 End User Categories and Demand Characteristics
  • 8.5.1 Mid-High Level Corporate User
  • 8.5.2 "The Road Warrior"
  • 8.5.3 Government User
  • 8.5.4 Young Urban Professional
  • 8.5.5 College Student/Academic
  • 8.5.6 Non-Professional Urban Dweller
  • 8.5.7 Younger Set
  • 8.5.8 Rural User
  • 8.5.9 Older Set
• 8.6 The "Sweet Spot" of Demand

List Of Exhibits

Chapter 1

• Exhibit 1.1 China's Share of Global and Asia Pacific WiMAX Revenues, 2007-2012
• Exhibit 1.2 China's Revenue Share in the WiMAX Market, 2007-2012

Chapter 2

• Exhibit 2.1 Forecast of China Broadband Subscribers, 2005-2010
• Exhibit 2.2 Forecast of China Mobile Subscribers, 2005-2010

Chapter 4

• Exhibit 4.1 The WiMAX Ecosystem in China

Chapter 8

• Exhibit 8.1 China WiMAX Service & Equipment Revenues, 2007-2012
• Exhibit 8.2 Broadband and Mobile Phone Penetration Levels in Select Cities of China
• Exhibit 8.3 China WiMAX Subscribers (2007-2012)
• Exhibit 8.4 WiMAX Penetration in China's Broadband & Mobile End User Base
• Exhibit 8.5 China WiMAX Equipment (CPE) Revenues (2007-2012)
• Exhibit 8.6 China WiMAX CPE Sales by Form Factor (2007-2012)
• Exhibit 8.7 China WiMAX Base Station Equipment Revenues (2007-2012)
• Exhibit 8.8 User Categories, Characteristics and Requirements for the BWA Market
• Exhibit 8.9 China WiMAX Cumulative Revenues by End User Group (2007-2012)
• Exhibit 8.10 China WiMAX Subscriber Base by End User Group (2007-2012)
• Exhibit 8.11 China WiMAX Subscriber Forecast, by Type (2007-2012)