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Baidu: 57% of Mobile PVs from China Mobile Users

Baidu, 11/21/12

According to Chinese internet giant Baidu's (Nasdaq: BIDU) recently released Q3 2012 Mobile Internet Development Trends Report, 56.6% of mobile internet user pageviews on Baidu were from China Mobile (NYSE: CHL; 0941.HK) users, down 5.8 percentage points QoQ and down 20.5 percentage points (ppts) YoY. China Telecom (NYSE: CHA; 0728.HK) accounted for 23.4% of mobile internet PV, up 2.7 ppts QoQ and 14.2 ppts YoY, while China Unicom (NYSE: CHU; 0762.HK; 600050.SH) accounted for 20%, up 3.2 ppts QoQ and up 6.3 ppts YoY.

Q1 2011 - Q3 2012 PV from All Users

PeriodChina MobileChina UnicomChina Telecom
Q1 201180.4%12.6%7.1%
Q2 201178.4%13.6%8.0%
Q3 201177.1%13.7%9.2%
Q4 201171.6%14.9%13.6%
Q1 201263.8%16.5%19.7%
Q2 201262.4%16.9%20.7%
Q3 201256.6%20.0%23.4%

Q4 2011 - Q3 2012 PV from Android & iOS Users

PeriodChina MobileChina UnicomChina Telecom
Q4 201143.6%26.6%29.7%
Q1 201239.1%27.4%33.5%
Q2 201241.0%26.9%32.1%
Q3 201241.3%26.7%32.0%

Keywords: statistics China Telecom China Mobile China Unicom wireless Baidu CHL 0728.HK 0762.HK 0941.HK 600050.SH BIDU CHA CHU mobile Internet Q3 2012 Internet traffic

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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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