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China's Telcos Announce November 2010 Subscriber Totals

Marbridge Consulting, 12/20/10

China's three main telecom operators have announced their subscriber totals for November 2010.

November saw the net addition of 8.86 mln new mobile subscribers. China Mobile (NYSE: CHL; 0941.HK) added 4.62 mln new mobile subscribers, pushing the operator's total mobile user base to 579.64 mln, of which a total of 18.84 mln subscribers used China Mobile's TD-SCDMA terminals during the month.

China Unicom (NYSE: CHU; 0762.HK; 600050.SH) added 0.6 mln new GSM subscribers, bringing its total GSM user base to 152.75 mln, and added 1.12 mln subscribers to its WCDMA 3G network, for a total of 12.78 mln WCDMA users.

China Telecom (NYSE: CHA; 0728.HK) added 2.51 mln CDMA subs, taking its total to 88.02 mln.

Of total new mobile subs added in November, China Mobile took 52.2%, dropping its share of China's total mobile user base to 69.57%. China Unicom, in contrast, held its share of China's total mobile user base steady at 19.87%, marking the first time in 24 consecutive months that it had not seen its share decline (in October 2008, just after transferring its CDMA network to China Telecom, Unicom held 21.86% of the total mobile user base). China Telecom's share of the total installed mobile user base increased for the 23rd straight month, hitting 10.56%.

China Telecom lost 1.16 mln fixed-line subs, reducing its total to 176.27 mln, while China Unicom lost 0.73 mln fixed-line subs dropping its total to 98.55 mln.

China Telecom and Unicom enjoyed positive growth in broadband, with China Telecom adding 0.78 mln new broadband subs to reach 62.69 mln, and China Unicom adding 0.3 mln to reach 46.93 mln.

Keywords: fixed-line subscribers national statistics wireless China Telecom China Mobile China Unicom telecom mobile subscribers 3G CDMA GSM CHL TD-SCDMA WCDMA 0728.HK 0762.HK 0941.HK 600050.SH CHA CHU broadband subscribers

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The information contained in this newsletter is based upon sources that Marbridge Consulting believes to be reliable, and we have made every effort to translate the original articles or article excerpts as faithfully as possible. However, Marbridge Consulting makes no warranty of and assumes no legal responsibility for the accuracy of either the original source material or the English language translations.

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