mobicents summit 2012 - leon li - the china telecom market - challenges and opportunities
DESCRIPTION
TRANSCRIPT
Telecom Market in China Opportunities and Challenges
LEON LI @BEIJING , CHINA
Start to use
Slackware
from 1997
Served in PLA for 10 years
With Red Hat for 5 years
TAM,
Presales,
Account sales manager
RHCE & RHCA
“
”
It was the best of times,
it was the worst of times
Charles Dickens
China Telecom Industry 101
KEY FACT IN CHINA-TELCOM HOTSPOT
Taiwan
Population
Beijing 25M
Shanghai 25M
Shenzhen/
Hongkong 20M
KEY FACT IN CHINA-USERS
3G Subscriber 150M
1 Billion 230 Million In China In USA
Mobile subscriber Mobile subscriber
vs.
Smartphone User 250M – 25% ( 30% growth/Y)
ARPU 20USD vs. Average 10 USD
Internet User 538M (40%) vs. 388M Mobile user
KEY FACT IN CHINA- LOCAL BRANDS WITH COMPETITIVE PRICE
3.5” / 320*480
Android 2.3 78 USD MSM7225A 800M HZ
512 M
WCDMA/GSM Dual Simcard
3M Pixel Camera
CHINA TELCO INDUSTRY STRUCTURE
NEP
China
Mobile
China
Telecom
China
Unicom
Policy License
MIIT
HUAWEI
ZTE
Operators
CHINA TELCO INDUSTRY STRUCTURE
Headquarter Departments
CM Head Quarter
31 Provincial Branch
Companies
China mobile Internet Company
Research Institute
of China Mobile
Largest Carrier – GSM/TD-CDMA
655M mobile subscribers
Employees 145K
Listed on both NYSE and HKSE
Revenue 83B USD
Data service 22B USD
China
Mobile
CHINA TELCO INDUSTRY STRUCTURE
Headquarter Departments
CT Head Quarter
Beijing/shanghai Research Institute
31 Provincial Branch
Companies
Largest fix and broadband service company - CDMA
140M mobile subscribers
80M+ broadband users
Listed on both NYSE and HKSE
Revenue 38.6B USD
Employee 312K
China
Telecom
CHINA TELCO INDUSTRY STRUCTURE
Headquarter Departments
CU Head Quarter
31 Provincial Branch
Companies
E-business company
Research Institute
of China Unicom
3rd operator in China – GSM/CDMA
202M mobile subscribers
60M broadband users
Listed on both SSE, NYSE and HKSE
Revenue 33B USD
Employee 214K
China
Unicom
CHINA TELCO INDUSTRY STRUCTURE
2nd NEP in the world private company
Headquarter is in Shenzhen
4 business groups:
--Enterprise, Carrier, Consumer and others
Revenue in 2011 : 32B USD
Employee 146K
Branches in 150 countries
HUAWEI
CHINA TELCO INDUSTRY STRUCTURE
Headquarter in Shenzhen
Revenue in 2011 : 13.5 B USD
Employee 89K
Branches in 107 countries
ZTE
• Huge mobile subscribers & Internet users with fast growth
• Enterprise begin to get used to open source
• A great number of Java developers
• Operators are forced to conduct innovation
• WECHAT’s popularity makes CM SMS/MMS income reduce
OPPORTUNITIES
KEY CHALLENGES • Open source community not active
• Enterprise still think open source as free
( RH GC revenue 23M USD, 50%+ are from OEM and most enterprise buy because of license issue)
• VOIP license still not issued
• No local presence
• No enough awareness for Mobicents
STRATEGY • Leverage the community to prompt Mobicents
• local tech resource presence in China
• Focus on enterprise market in short term (e.g. call center solution)
• Build ISV ecosystem
