In 2008, China' s telecom operators started 3G business, 3G' s commercial use
provides a broad platform for telecom value-added services. 3G network' s
start-up effectively improves users' value-added services feelings, especially
the feelings to high bandwidth consumption business, which solves bottleneck
of business development and opens the diversification situation for mobile
value-added services.
At present, new mobile value-added services emerge in endless mobile IM,
mobile game, mobile music, mobile TV, mobile navigation, mobile search, mobile
marketing, mobile stocks and mobile payment. Market scale has large
development and great potential, diversified pattern will become the
development trend in the future. China' s mobile value-added services market
will maintain rapid development in the future. New round of China' s telecom
industrial transformation pattern will form in the next few years.
In the face of changes and challenges in the market, we release the 2009
Annual Report on China' s Mobile Communications Value-Added Services Market
(General Report), which helps service providers, investors and the industry
chain grasp more accurately the market' s pulse:
In-depth, full and accurate market research data: On the basis of in-depth
research in leading vendors' key application solutions, the report depicts
changes in the market from the various angles, and clearly identifies
development trend.
All-sided and in-depth competition analysis: In addition to summing up
enterprises' performance in the dimension of market segments, competitive
strategy and SWOT analysis, we leverage its profound understanding of the IT
market and telecom operation market to establish a CPM matrix system
consisting of 6 items and 31 sub-items, to review the makings of success in
the marketplace. Vendors are divided into four quadrants including leaders and
challengers.
Scientific and complete forecasts: Through regression modeling and expert
verification in major market segments, it analyzes related industry links, to
present valuable trend analysis and quantitative forecast results.
Table of Contents
Research Object
Main Conclusions
Key Findings
I. Overview of the Global Mobile Communications Value-Added Services Market in 2008
(I) Size and Growth
1. Number of Telecom Users and Its Growth
2. Size and Growth of the Mobile Value-Added Services Market
3. Size and Growth of the 3G Services Market
(II) Basic Characteristics
1. Mobile Communications Business Revenues Grew Steadily, and Low-End
Users Became the Main Source of New Users
2. With a Focus on User Experience, 3G Services Became the Main Point of
Development of Mobile Value-Added Services Worldwide
3. The Asia/Pacific Region Overtook the United States to Become a Bigger
Mobile Internet Market, While Japan and South Korea Continue to Have More Users
(III) Current Status of Major Developed Countries
1. The United States
2. Europe
3. Japan and South Korea
II. Overview of China' s Mobile Communications Value-Added Services Market in 2008
(I) Status of Development
1. Market Size
2. Market Structure
(II) Services Market Segments
1. The Traditional 2G Value-Added Services Market
2. The 3G Value-Added Services Market
(III) Characteristics of Market Growth
1. 3G Brings New Opportunities to Mobile Value-Added Services, and New
Services Will Emerge Rapidly
2. Enhanced 3G Services Are Still the Key Services for Carriers to Promote
3. Mobile Value-Added Services Are Regionally Concentrated, and Their
Regional Development Is Still Imbalanced
4. Competitions in the Mobile Value-Added Market Have Intensified, and
Falling Profits Have Forced SPs to Transform
III. Competitions in China' s Mobile Communications Value-Added Services Market in 2008
(I) Pattern of Competitions Between Telecom Carriers
1. China Mobile
2. China Telecom
3. China Unicom
(II) Pattern of Competitions Between Mobile Value-Added Service
Providers (SP)
1. Kong.net
2. Sina
3. Hurray
4. Linktone
IV. Factors Affecting China' s Mobile Communications Value-Added Services Market,2009-2011
(I) Favorable Factors
1. Data Services Will Become a New Source of Profit for Carriers
2. Telecom Restructuring Will Directly Push Forward Telecom
Carriers' Value-Added Services Management Platforms to Become Integrated
Platforms
(II) Hindrance Factors
1. There Is Lack of Innovative Services, and New Services Have a Rather
Short Lifecycle
2. A Few Services Including SMS Account for Most Market Shares, While
There Are Few Profitable Services
V. Trend of China' s Mobile Communications Value-Added Services Market, 2009-2011
1. Mobile Value-Added Services Will Change from Entertainment-Type to
Functional Type
2. The Mobile Value-Added Industry Chain Enters a Period of In-Depth
Integration, and SPs Will Face the Difficulties of Transformation
3. Carriers' Attitude Towards SPs Has Apparently Changed, and Opening and
Cooperation Will Become the Trend
4. The Value-Added Services Industry Chain Faces Profound Changes
VI. Forecast for China' s Mobile Communications Value-Added Services Market, 2009-2011
1. Forecast for Total Telecom Business Revenues
2. Forecast for Telecom Value-Added Services Revenues
3. Forecast for Mobile Communication Value-Added Services Revenues
4. Forecast for Size and Growth of 3G Users and Market
VII. Recommendations from CCID Consulting
1. Should Strengthen Telecom Value-Added Services Policies Regulation
2. Implement Differentiated Strategies to Tap the Demand in the
Value-Added Services Market Segments
3. In the 3G Era, Strengthen Mobile Phone Customization Strategies and
Cooperation with Value-Added Service Providers
Report Specifications
List of Tables
Table 1: Size and Growth of Global Mobile Carriers' Business Revenues in
2008
Table 2: Percentage and Its Growth of Global Mobile Carriers' Business
Revenues in 2008
Table 3: Matrix Analysis of SPs' Competition Postures in 2008
Table 4: Kong.net' s Competitive Strategies in 2008
Table 5: Sina' s Competitive Strategies in 2008
Table 6: Hurray' s Competitive Strategies in 2008
Table 7: Linktone' s Competitive Strategies in 2008
Table 8: 3G Network Business Revenues, 2009-2011 --- By Segment
Table 9: Size of 3G Services Segments, 2009-2011
List of Figures
Fig. 1: Total Number of Global Telecom Users and Its Growth, 2004-2008
Fig. 2: Number and Growth of Mobile Phone Users in the World, 2004-2008
Fig. 3: Global Mobile Communications Business Revenues and Growth,
2004-2008
Fig. 4: Size and Growth of Global Telecom Carriers' Value-Added Business
Revenues, 2004-2008
Fig. 5: Size and Its Growth of Global Mobile Carriers' 3G Business
Revenues,2006-2008
Fig. 6: Monthly ARPU Value of Global Mobile Communications Services and
Its Rate of Change, 2004- 2008
Fig. 7: Distribution of the Global Mobile Internet Industry in 2008
Fig. 8: Distribution of Mobile Internet Users in the World in 2008
Fig. 9: Number of Mobile Phone Users and Its Growth in the United States,
2004-200811
Fig. 10: Number of Mobile Phone Users and Its Growth in Europe, 2004-2008
Fig. 11: Number of 3G Users and Its Growth in the World, 2004-2008
Fig. 12: Number of Mobile Phone Users and Its Growth in Japan, 2004-2008
Fig. 13: Telecom Business Revenues and Growth in South Korea, 2004-2008
(Trillion won)
Fig. 14: Number of Mobile Phone Users and Its Growth in South Korea,
2004-2008
Fig. 15: Growth of Telecom Business Revenues in China, 2004-2008
Fig. 16: Size of China' s Mobile Communications Value-Added Services Market
and Its Percentage of China' s Telecom Value-Added Services Market, 2004-2008
Fig. 17: Services Structure of China' s Telecom Operation Market in 2008
Fig. 18: Distribution of Revenues in China' s Mobile Communications
Value-Added Services Market Segments in 2008
Fig. 19: Development of SMS in China, 2004-2008
Fig. 20: Size and Growth of China' s SMS Market, 2004-2008
Fig. 21: Size of China' s SMS Market in 2008 --- By Month (Unit: 100
million Yuan)
Fig. 22: Size of China' s MMS Market, 2004-2008
Fig. 23: Size of China' s WAP Market, 2004-2008
Fig. 24: Size of China' s Mobile Internet User Market, 2004-2008
Fig. 25: Size of China' s CRBT Market, 2004-2008
Fig. 26: Size of China' s IVR Market, 2004-2008
Fig. 27: Size and Growth of Mobile Phone TV Business Revenues in China,
2009-2011
Fig. 28: Size and Growth of Mobile Music Business Revenues in China,
2009-2011
Fig. 29: Size and Growth of Mobile Phone Games Business Revenues in China,
2009-2011
Fig. 30: Size and Growth of China' s Positioning Service Market, 2009-2011
Fig. 31: Number of Positioning Service Users and Its Growth in China,
2009-2011
Fig. 32: Functional Structure of China Mobile' s Value-Added Services
Platform
Fig. 33: SPs' Competition Status in 2008
Fig. 34: Forecast for Telecom Business Revenues in China, 2009-2011
Fig. 35: Forecast for Telecom Value-Added Services Revenues in China,
2009-2011
Fig. 36: Forecast for Size of China' s Mobile Communications Value-Added
Services Market, 2009-2011
Fig. 37: Forecast for the Number of 3G Users in China, 2009-2011
Fig. 38: Size and Growth of 3G Services Revenues in China, 2009-2011
