China Mobile

China Mobile marketcap:Market Cap: 254.28B
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China claims to have launched the world's first 4G mobile communications system, even though it has yet to introduce 3G services. However Samsung of Korea made similar claims late in 2006.

In mid 2004 South Korea, Japan and China were reported to be collaborating on 4G technology. The joint initiative was aimed at creating phones for commercial use around 2010 and aimed at choking off the economic drain historically imposed on Asian cellphone makers by royalty payments for 2G and 3G technologies largely invented elsewhere.

4G phones will enable users to:
1. watch high-definition TV
2. browse the internet
3. hold video conferences
4. speak in other languages

Ki Tae Lee, president of Samsung's Telecommunications Network Business, said that Samsung hoped to "drive development and standardisation of 4G mobile technology ...and realise our dream to begin the 4G era." He added "We hope to work with associated parties for the successful commercialisation of 4G technology
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China Mobile marketcap:Market Cap: 254.28B
China Mobile Subscribers Surpass Total US Population

"The image is striking -- the equivalent of every man, woman and child in the U.S. using a cell phone," says Pohlig. "But it's important to understand that the per capita income of the Chinese subscribers is US$1700, not US$44,000 as in the United States."

Though Chinese subscribers rely on pre-paid phone cards and pay around 80% less than Americans for mobile phone service, their typical investment of $10 per month represents 7% (or more) of their monthly salary.

"Many Chinese spend a greater percentage of monthly income on pre-paid phone cards than Americans spend on food. This says a lot about the perceived importance of telecommunications in that society," Pohlig points out.

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Nokia predicts amount of mobile users in China to rise over to over half a billion in 07
The Finnish-based firm said in a statement that it also sees the ratio of replacement buyers growing from around 60 pct of the total handset device market, to over 80 pct, by 2010.

China is the world’s largest mobile-phone market, with 449.02 million users as of the end of October 07, according to government data.


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INDIA Mobile market
Indian Mobile Marketcap: 40 + 25 + 15 ( all other ) => $80 billion
Bharti Airtel stood at third with $39.65 billion (Rs 1,61,277 crore)
Reliance Communications $25.45 billion (Rs 1,03,519 crore)


The total number of mobile subscribers in India at the end of June was 185.13 million, compared to 40 million fixed-line subscribers.
asr: Adding 7 million users/month , for rest of 2007 7 x 6 = 42 milion bringing total 225 million by end of 2007

India Looks To Triple Wireless Users By 2011 - Among Fastest Growing Wireless Telecom Markets
Last year, 2006, India reported a wireless subscriber base of 149.5 million users. That’s a huge increase from the 85 million users India had in 2005. The most densely populated nation picked up upwards of 6 million wireless users every month, in 2006.

Dr Jagdish Rebello, principal of iSuppli Corp., projects a wireless user base of about 484 million by 2011 ( vs. China has 484 mill in 2007 so 4 years gap with china in #of subscribers ). Rebello attributes “A rise in per-capita income, the arrival of less-expensive phones, declines in tariffs, pro-industry and pro-consumer regulations enacted by the government and a host of other factors have been instrumental in driving this growth.”

Looks like India will be a wireless force to be reckoned with.
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The Research Room group published a free report with mobile subscription forecast s for 77 countries around the world. - posted 24-SEP-2003
- asr: what a great 3 year forecast predicted on sept/2003 ( post date of article ), the forecast is pretty close.

Important to note that the forecasts count mobile subscriptions - not users. This is why the penetration rates may differ from other research companies penetration rates. Many countries have their own dynamics - and often this may cause to inflate or deflate the penetration rate - but for the purposes of this forecast the penetration rate is considered to be Mobile Subscriptions divided by Population times 100. Countries such as Taiwan have penetration rates above 100% - this is due to the fact that subscribers often have up to 12 active accounts. Some attempt has been made to remove the "dead" subscribers from the numbers - the numbers are often reduced to counter-act the fact that some mobile subscribers keep accounts alive to inflate their numbers. If the mobile account has not generated any revenue for more than three months then the research room does not include this account within its forecasts.

An example, in order of % of estimated population:

# Canada: 18.6 million subscriptions, corresponding to 55.7%
# New Zealand: 2.6 million subscriptions, corresponding to 63.5%
# United States: 180 million subscriptions, corresponding to 64.4%
# Australia: 16 million subscriptions, corresponding to 77.4%
# United States: 180 million subscriptions, corresponding to 64.4%
# UK: 54 million subscriptions, corresponding to 88.3%
# Finland: 4.8 million subscriptions, corresponding to 92%
# Hong Kong: 7.1 million subscriptions, corresponding to 92.3%

With a not so big penetration, but of course a very high number of subscriptions is China, with 400 million subscriptions, corresponding to only 30% of the population.