According to Network Gear Manufacturer Cisco, global mobile data traffic may continue to grow at a CAGR of 61% over the next 5 years (67% for Asia Pacific region). This is despite considering that an increasing number of operators are moving away from unlimited data plans to tiered data packages.
Demand for Mobile Data will come from Rising adoption of internet-capable devices – The majority of subscribers in emerging markets still remain on feature phones with very low data usage. According to Cisco’s estimates, a non-smartphone user Continue reading Asia Mobile Data Growth to be 67% in next 5 Years
Chinese Internet Giant, Baidu published its Quarterly Report of Mobile Internet User Trends on Nov. 27. Here are some Ground Breaking Facts on the state of Mobile Internet in China.
Mobile Internet penetrates to lower-end users and is becoming more independent from PC Internet. Retention rate and usage of long-tail apps declined. China’s daily active Android user volume exceeded 270 mn, up 13% QoQ. Among them – Users in 3rd/4th-tier city and countryside account for 45% of the total and Migrant workers and users from countryside account for 60% of new user growth. Continue reading China Mobile Internet Reaches Low End of the User Spectrum – Baidu Report
China offers one of the most diverse wireless networks with limited disclosures and guidance, and a shifting regulatory framework. However, the China 3G story is working , as cheaper devices, data packages and mobile apps ecosystem drive a rapid transition to data services. China is a unique 3G market with three national networks, based on three different wireless network technologies, with almost no network sharing.
China 3G Subscribers & Revenue Growth
China is in the early stages of the transition to 3G smartphones and we see FY13 as a break-out year. Based on the April 2013 sub numbers, China has 293m 3G subs or just 25% of the total sub base of 1.15bn. China Telecom has been the most aggressive on the 3G transition, and with 48% of subs now on 3G that suggests the company will focus on higher quality net adds rather than just scale. China Unicom is in the middle Continue reading China 3G Data Grows Faster with Affordable SmartPhones and Mobile Apps ecosystem
China has only 3 Major Operators – China Mobile, Telecom and Unicom. Across the board, all the three operators are witnessing decline in plain vanilla 2G users. The continued decline in smartphone prices and recent reduction in data price from China Unicom will further accelerate the migration of mid and low-end subs from 2G to 3G.
The competitive environment will intensify further as China Mobile aims to re-balance 3G market share on an improving TD-SCDMA value chain for SmartPhones. China Mobile may end up Continue reading How is 3G Playing out in China in 2013 ?