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News
Issue #2002 - 34 (September 2002)
(Updated Sep. 10, 2002)

MARKET OUTLOOK & TRENDS

Domestic Chinese Operators Among Top Four Largest Investors Worldwide

"China Mobile's total subscriber base of 123 million subscribers means Vodafone is more than 20 million subscribers behind the world's largest mobile operator, although it is the world's largest global investor", states Elizabeth Hall, Senior Analyst at EMC.

Vodafone managed to nudge its subscriber total to just over the 100 million mark at the end of June 2002 with 100,090,364 proportionate subscribers. The addition of China Mobile in the latest edition of the EMC World Cellular Investor Datasheet, means that 23 million subscribers separate the world's largest mobile operator from Vodafone who positions itself as having the 'World's Largest Mobile Community'.  Meanwhile Deutsche Telekom is struggling to fend off the challenges from China Unicom and NTT DoCoMo for third ranked global investor. The German-based operator saw a decline of 1.5% of its proportionate subscriber base from March to June 2002 as a result of the sale of its equity holding in Indonesian operator PT Satelindo and 1.8% stake in France Telecom.  China Unicom holds a 30% market share in its domestic market, but in terms of subscriber base outweighs NTT DoCoMo and is ranked fourth in the EMC

For more information: www.emc-database.com/website.nsf/index/pr020904

MobileInfo Comments and Advisory: Dynamics in the world cellular markets are changing fast. China has, within a short period, become the largest cellular market in the world overtaking USA, if subscriber base is the criteria. While ARPU in China may be low, it does have the numbers. Japan and Asia are more advanced than North America in terms of wireless Internet applications.

USA will continue to have an edge in terms of enterprise wireless applications. 

Note: This news release may contain forward-looking statements. Readers should take appropriate caution in developing plans utilizing these products, services and technology architectures.  All trademarks used in this summary are the property of their respective owners.


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