Friday, November 21, 2008

User C less one-third of the telecommunications network, "traveling light"

China Telecom (00728.HK) to 43.8 billion acquisition of China Unicom (00762.HK) 4000 million CDMA users, but in the clean-up and re-statistics, but there have been substantially reduced.

Formal operations in January than CDMA network, China Telecom and CDMA users for failing to stop the downward trend. Yesterday, China Telecom announced in October the operation showed that by the end of October so far, CDMA users to 28,400,000, Oct. 1 29,080,000 a decrease of 680,000.

It is worth noting that China Unicom and China Telecom in the September 30 completion of the delivery network C, the two sides identified a number of CDMA users to 41,730,000, only a month after, CDMA subscribers has shrunk by 1 / 3.

China Telecom Board of Directors of the Office of the "Business News" explained that this was due to China Telecom used different statistical methods, "CDMA subscribers pay is based on the user's situation to the statistics." Dong Mi of China Unicom Jianhua workers were told this newspaper that China Unicom's CDMA users is based on "a number of user accounts" to the statistics, which may include a number of delinquent customers. He also stressed that China Unicom users of statistical methods in accordance with the provisions of the Department of Public Works letter of the standard user statistics.

Reporters noted that China Unicom's early adoption of the "deposit rates, to send cell phone" to the rapid development of a large number of CDMA users, but a considerable number of them may be used up in the calls from the network of choice, but it does not sell, therefore, the "active users "Or" effective user ", the two operators that may exist between the differences in statistical methods.

In fact, the three ministries in May announced the formal announcement of the restructuring of the telecommunications program from the beginning of June, China Unicom's CDMA users on the decline. May, CDMA subscribers to reach a historical high of 43,153,000, on September 30 to the delivery date, CDMA users reduced to 41,732,000, a total of 1,421,000 of the loss.

A more stringent standard, recounting a number of CDMA users in fact not from the CDMA network of China Telecom's revenue and profit impact. BDA telecommunications analyst Tommy that, but it will help China Telecom in a lower starting point for the development of new CDMA, in order to get rid burden of traveling light.

And to reduce the number of CDMA users, users of the value of the ARPU (revenue per user per month) will increase. According to China Unicom's 2008 interim results, CDMA users ARPU value of 51.1 yuan, GSM users ARPU value was only 42.8 yuan in the first half, CDMA users from the average net rate of 2.75 percent. However, users of China Unicom and China Mobile ARPU value greater gap.

China Mobile 2008 interim results show that its GSM subscribers ARPU value of 84 yuan, close to China Unicom's GSM users to 2 times, with ARPU of CDMA value compared to a greater advantage. It is generally believed, ARPU value and market position directly related to the user and the enterprise have a direct impact on revenue.

At present, China Telecom has CDMA as in high-end market, CDMA users get more accurate information will help clear the way forward for development of CDMA. Under the current CDMA subscribers and revenue terms, Telecom's CDMA users ARPU value close to China Mobile.

Yu believed that China Telecom clear its CDMA users only 28,400,000, not before talking about more than 4,000 million to further the gap with other Chinese telecom operators of the gap, China Telecom will not rule out a move from the government in the hope that more And more support for the policy.

In accordance with China Telecom chairman Wang Xiaochu, China Telecom plans over the next three years, the development of CDMA users to 100,000,000, more than 15% market share, from the current data, China Telecom to achieve this goal needs to pay more.

Yesterday, China Telecom's data also showed that fixed-line subscribers continued to decline, down from last month 1090000-212000000 the beginning of the year so far to reduce the accumulated 8,450,000. Over the same period, the number of users of broadband growth in the previous month 700000-42880000, in the first 10 months of the year increased 7,230,000.

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