China Telcos Announce October 2011 Subscriber Totals

Marbridge Consulting, 11/21/11

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

October saw the net addition of 12.05 mln new mobile subscribers. China Mobile (NYSE: CHL; 0941.HK) added 5.37 mln new mobile subscribers, pushing the operator's total mobile user base to 638.89 mln, of which a total of 45.33 mln subscribers used China Mobile's TD-SCDMA terminals during the month. China Mobile added 2.17 mln new TD-SCDMA subscribers in October.

China Unicom (NYSE: CHU; 0762.HK; 600050.SH) added 3.34 mln new mobile subscribers, bringing its total to 192.38 mln. Of the new mobile subs added, 0.42 mln were GSM subscribers, bringing China Unicom's total GSM user base to 159.23 mln, and 2.92 mln were WCDMA subscribers, pushing the company's total WCDMA user base to 33.15 mln subscribers.

China Telecom (NYSE: CHA; 0728.HK) added 3.34 mln CDMA subs, taking its total to 120.29 mln, of which 31.19 mln were CDMA2000 EV-DO subscribers. China Telecom added 2.76 mln new CDMA2000 EV-DO subscribers in October.

Of the combined total of 109.67 mln 3G subs, China Mobile holds 41.3%, China Unicom 30.2%, and China Telecom 28.4%. Of total new mobile subs added in October, China Mobile took 44.57%, dropping its share of China's total mobile user base to 67.14%. China Unicom's share of the total mobile user base rose to 20.22%, while China Telecom's share increased for the 34th straight month, rising from 12.45% at the end of September to 12.64% at the end of October.

China Telecom lost 560,000 fixed-line subs, reducing its total to 170.4 mln, and China Unicom lost 278,000 fixed-line subs, dropping its total to 94.3 mln.

China Telecom added 1.07 mln new broadband subscribers to reach 74.76 mln, and China Unicom added 512,000 new broadband subs to reach 55.05 mln.

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