Leading the Market Requires Knowing the Market

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Leading the Market Requires Knowing the Market
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Chinese Broadband Market Trends and
AnalysisYuanzhe (Michael) CaiResearch Analyst,
M.B.A. Parks AssociatesSept. 19 2003
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A Little Test of Your China Knowledge
?? Qualcomm Sorrent China Unicom ?
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The Changing Competitive Landscape of the Chinese
Telecom Market
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Growth of Fixed-line, Mobile and Internet Users
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Fixed-line Mobile User Growth Transitioning
Towards Mature Stage
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The Declining CAPEX Growth
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Comparing 2002 and 2003 1H Telecom Revenue
Composition
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Analysis of Selected Service Markets
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Burgeoning Broadband Market
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Analysis of Different Access Technology
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Whats on the Big Twos Plates
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Broadband Market Share per Service Provider (2003)
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Market Trends

• Decreasing price of equipment and service
• Fast growing residential broadband users
• Carriers focusing on the formation of a broadband
  value chain
• ADSL becoming the predominant access technology
• Many tiered service plans
• Domestic vendors dominating DSL equipment market

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Online Applications and Activities
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WTO Schedule
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