Marbridge Daily

<- February 20, 2012 ->

China Telcos Announce January 2012 Subscriber Totals

Marbridge Consulting, 2/20/12

China's three main telecom operators have announced their subscriber totals for January 2012.

January saw the net addition of 11.88 mln new mobile subscribers. China Mobile (NYSE: CHL; 0941.HK) added 5.87 mln new mobile subscribers, pushing the operator's total mobile user base to 655.44 mln, of which a total of 53.94 mln subscribers used China Mobile's TD-SCDMA terminals during the month. China Mobile added 2.73 mln new TD-SCDMA subscribers in January.

China Unicom (NYSE: CHU; 0762.HK; 600050.SH) added 3.23 mln new mobile subscribers, bringing its total to 202.89 mln. Of the new mobile subs added, 0.18 mln were GSM subscribers, bringing China Unicom's total GSM user base to 159.82 mln, and 3.05 mln were WCDMA subscribers, pushing the company's total WCDMA user base to 43.07 mln subscribers.

China Telecom (NYSE: CHA; 0728.HK) added 2.78 mln CDMA subs, taking its total to 129.25 mln, of which 38.70 mln were CDMA2000 EV-DO subscribers. China Telecom added 2.41 mln new CDMA2000 EV-DO subscribers in January.

Of the combined total of 135.71 mln 3G subs, China Mobile holds 39.75%, China Unicom 31.74%, and China Telecom 28.52%. Of total new mobile subs added in January, China Mobile took 49.39%, dropping its share of China's total mobile user base to 66.37%. China Unicom's share of the total mobile user base increased for the 12th straight month, rising from 20.46% at the end of December 2011 to 20.54% at the end of January 2012, while China Telecom's share increased for the 37th straight month, rising from 12.96% at the end of December 2011 to 13.09% at the end of January 2012.

China Telecom lost 150,000 fixed-line subs, reducing its total to 169.44 mln, and China Unicom lost 341,000 fixed-line subs, dropping its total to 92.51 mln.

China Telecom added 1.22 mln new broadband accounts to reach 78.03 mln, and China Unicom added 924,000 new broadband accounts to reach 56.58 mln.

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