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China Telcos Announce February 2011 Subscriber Totals

Marbridge Consulting, 3/22/11

China's three main telecom operators have announced their subscriber totals for February 2011.

February saw the net addition of 9.99 mln new mobile subscribers. China Mobile (NYSE: CHL; 0941.HK) added 5.65 mln new mobile subscribers, pushing the operator's total mobile user base to 594.93 mln, of which a total of 24.55 mln subscribers used China Mobile's TD-SCDMA terminals during the month. China Mobile added 1.91 mln new TD-SCDMA subscribers in February.

China Unicom (NYSE: CHU; 0762.HK; 600050.SH) added 0.73 new GSM subscribers, bringing its total GSM user base to 154.92 mln, and added 1.21 mln subscribers to its WCDMA 3G network, for a total of 16.68 mln WCDMA subscribers.

China Telecom (NYSE: CHA; 0728.HK) added 2.4 mln CDMA subs, taking its total to 96.45 mln, of which 14.76 mln were CDMA2000 EV-DO subscribers. China Telecom added 1.12 mln new CDMA2000 EV-DO subscribers in February.

Of the combined total of 55.99 mln 3G subs, China Mobile holds 44%, China Unicom 30%, and China Telecom 26%. Of total new mobile subs added in February, China Mobile took 56.56%, dropping its share of China's total mobile user base to 68.94%. China Unicom's share of the total mobile user base remained roughly the same at 19.88%, while China Telecom's share increased for the 26th straight month, jumping from 11.03% at the end of January to 11.18% at the end of February.

China Telecom lost 860,000 fixed-line subs, reducing its total to 173.77 mln, and China Unicom lost 37,000 fixed-line subs, dropping its total to 96.89 mln.

China Telecom added 890,000 new broadband subscribers to reach 65.4 mln, and China Unicom added 660,000 new broadband subs to reach 48.86 mln.

Keywords: national statistics market size China Telecom China Mobile China Unicom telecom mobile subscribers 3G broadband subscribers CDMA GSM CHL TD-SCDMA WCDMA 0728.HK 0762.HK 0941.HK 600050.SH CHA CHU CDMA2000 EV-DO fixed-line subscribers market share

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