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Annual Report of Analysis and Forecast Report on China Unicom(CU)’s Operation and Investment 2004-20

完成日期:2005年1月
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Some Sections
Report's Content
Chapter 1 Outside environment of China Unicom development
  1.1 Development environment of telecommunication industry
    1.1.1 Regulation of industry price
    1.1.2 Regulation of value-added service
  1.2 Competition environment
    1.2.1 Mobile price war
    1.2.2 PHS, the substitute for low-end users
Chapter 2 Overview of China Unicom’business development
  2.1 Growth of China Unicom mobile user
    2.1.1 Trend of amount growth of mobile users
    2.1.5 Structure and proportion of mobile users
    2.1.6 Development trend of each province’s user amount of China Unicom
  2.2 Trend of income growth of China Unicom
    2.2.1 Trend of income growth of China Unicom
    2.2.2 Income structure
    2.2.3 Development trend of each province’s income of China Unicom
  2.3 Development trend of some other services
    2.3.1 Long distance call
    2.3.2 Data communication
    2.3.3 Local phone
    2.3.4 Wireless call
  2.4 Forecast of development trend of China Unicom’s business in 2005
Chapter 3 GSM service
  3.1 Growth of GSM users
    3.1.1 Development trend of GSM user amount
    3.1.2 Development trend of post-pay user amount
    3.1.3 Development trend of pre-pay user amount
  3.2 Development trend of GSM service income
    3.2.1 Development trend of overall income of GSM service
    3.2.2 Development trend of post-pay user income
    3.2.3 Development trend of per-pay user income
  3.3 Changes of ARPU and MOU
    3.3.1 Changes of ARPU
    3.3.2 Changes of MOU
  3.4 Development trend of GSM service in 2005
Chapter 4 CDMA service
  4.1 Growth of CDMA users
    4.1.1 Development trend of CDMA user amount
    4.1.2 Development trend of post-pay user amount
    4.1.3 Development trend of pre-pay user amount
  4.2 Development trend of CDMA service income
    4.2.1 Development trend of overall income of CDMA service
    4.2.2 Development trend of post-pay user income
    4.2.3 Development trend of per-pay user income
  4.3 Changes of ARPU and MOU
    4.3.1 Changes of ARPU
    4.3.2 Changes of MOU
  4.4 Development trend of CDMA service in 2005
Chapter 5 Mobile value-added service
  5.1 Development of China Unicom’s mobile data service
    5.1.1 Development trend of China Unicom’s mobile data service
    5.1.2 Each province’s development trend of China Unicom’s mobile data service
    5.1.3 Structure and proportion of China Unicom’s mobile data service
  5.2 SMS
    5.2.1 Development trend of business amount of SMS
    5.2.2 Development trend of income of SMS
    5.2.3 Development trend of business growth of GSM SMS
    5.2.4 Development trend of business growth of CDMA SMS
  5.3 CDMA1X data service
  5.4 Voice value-added service
  5.5 Forecast of development of China Unicom’s mobile data service in 2005
Chapter 6 Status of investment and construction of China Unicom’s network
  6.1 Investment of fixed assets
  6.2 Growth of switching capacity of China Unicom
  6.3 Length of optical fiber cable
  6.4 Forecast of China Unicom’s investment in 2005
Chapter 7 Analysis of China Unicom’s growth
  5.1 Business growth
    5.1.1 Speed of business growth slows down
    5.1.2 Dual-mode mobile phone is coming into market
    5.1.3 Value-added service is developing rapidly
  5.2 Forecast of China Unicom’s business development in 2005
  5.3 Strategies of 3G’s evolution of China Unicom in the future
Attachment: Explanation of China Unicom’s operational indexes mentioned in the report

Table Index
  Table 2-1 Development trend of China Unicom’user growth, 2003-2004
  Table 2-2 Structure and proportion of China Unicom’user in 2004
  Table 2-3 Trend of China Unicom’user growth of 31 provinces, 2003-2004
  Table 2-4 Trend of China Unicom’operational income growth, 2003-2004
  Table 2-5 Income proportion of each business of China Unicom in 2004
  Table 2-6 Trend of China Unicom’ operational income growth of 31 provinces in 2004
  Table 2-7 Development trend of call length of long distance call service over PSTN of China Unicom, 2003-2004
  Table 2-8 Development trend of call length of long distance call service over IP of China Unicom, 2003-2004
  Table 2-9 Development trend of income of long distance call service of China Unicom, 2003-2004
  Table 2-10 Development trend of internet users of China Unicom, 2003-2004
  Table 2-11 Income of data communication service of China Unicom, 2003-2004
  Table 2-12 Development trend of local phone service users of China Unicom, 2003-2004
  Table 2-13 Development trend of local phone service income of China Unicom, 2003-2004
  Table 2-14 Development trend of wireless call income of China Unicom, 2003-2004
  Table 2-15 Forecast of China Unicom’s user and income of 2005
  Table 3-1 Development trend of GSM users, 2003-2004
  Table 3-2 Development trend of post-pay GSM users, 2003-2004
  Table 3-3 Development trend of pre-pay GSM users, 2003-2004
  Table 3-4 Development trend of GSM income, 2003-2004
  Table 3-5 Development trend of post-pay GSM income, 2003-2004
  Table 3-6 Development trend of pre-pay GSM income, 2003-2004
  Table 3-7 Changes of GSM’s ARPU of China Unicom, 2003-2004
  Table 3-8 Changes of GSM’s MOU of China Unicom, 2003-2004
  Table 3-9 Forecast of GSM’s user and income of China Unicom of 2005
  Table 4-1 Development trend of CDMA users, 2003-2004
  Table 4-2 Development trend of post-pay CDMA users, 2003-2004
  Table 4-3 Development trend of pre-pay CDMA users, 2003-2004
  Table 4-4 Development trend of CDMA income, 2003-2004
  Table 4-5 Development trend of post-pay CDMA income, 2003-2004
  Table 4-6 Development trend of pre-pay CDMA income, 2003-2004
  Table 4-7 Changes of CDMA’s ARPU of China Unicom, 2003-2004
  Table 4-8 Changes of CDMA’s MOU of China Unicom, 2003-2004
  Table 4-9 Forecast of CDMA’s user and income of China Unicom of 2005
  Table 5-1 Trend of income growth of mobile data service of China Unicom, 2003-2004
  Table 5-2 Trend of business growth of mobile data service of China Unicom of 31 provinces, 2003-2004
  Table 5-3 Structure and proportion of income of mobile data service of China Unicom in2004
  Table 5-4 Trend of business growth of message service of China Unicom, 2003-2004
  Table 5-5 Trend of income growth of message service of China Unicom, 2003-2004
  Table 5-6 Trend of business growth of GSM’s message service of China Unicom, 2003-2004
  Table 5-7 Trend of business growth of CDMA’s message service of China Unicom, 2003-2004
  Table 5-8 Structure and proportion of CDMA1X’s income of China Unicom, 2003-2004
  Table 5-9 Income of voice value-added service of China Unicom, 2003-2004
  Table 5-10 Forecast of data service of China Unicom in 2005
  Table 6-1 Trend of growth of China Unicom’s fixed assets investment, 2003-2004
  Table 6-2 Investment of each province’s fixed assets of China Unicom in 2004
  Table 6-3 Trend of growth of switching capacity of China Unicom, 2003-2004
  Table 6-4 Trend of growth of length of China Unicom’s optical fiber cable, 2003-2004
  Table 6-5 Forecast of China Unicom’s investment in 2005

  Graph 2-1 Trend of growth of mobile phone users of China Unicom, 2003-2004
  Graph 2-2 Structure and proportion of China Unicom’s users in 2004
  Graph 2-3 Trend of growth of operational income of China Unicom, 2003-2004
  Graph 2-4 Structure and proportion of China Unicom’s income in 2004
  Graph 2-5 Development trend of call length of long distance call service over PSTN of China Unicom, 2003-2004
  Graph 2-6 Development trend of call length of long distance call service over IP of China Unicom, 2003-2004
  Graph 2-7 Development trend of income of long distance call service of China Unicom, 2003-2004
  Graph 2-8 Development trend of internet users of China Unicom, 2003-2004
  Graph 2-9 Income of data communication service of China Unicom, 2003-2004
  Graph 2-10 Development trend of local phone service users of China Unicom, 2003-2004
  Graph 2-11 Development trend of local phone service income of China Unicom, 2003-2004
  Graph 2-12 Development trend of wireless call income of China Unicom, 2003-2004
  Graph 2-13 Forecast of China Unicom’s user and income of 2005
  Graph 3-1 Development trend of GSM users, 2003-2004
  Graph 3-2 Development trend of post-pay GSM users, 2003-2004
  Graph 3-3 Development trend of pre-pay GSM users, 2003-2004
  Graph 3-4 Development trend of GSM income, 2003-2004
  Graph 3-5 Development trend of post-pay GSM income, 2003-2004
  Graph 3-6 Development trend of pre-pay GSM income, 2003-2004
  Graph 3-7 Changes of GSM’s ARPU of China Unicom, 2003-2004
  Graph 3-8 Changes of GSM’s MOU of China Unicom, 2003-2004
  Graph 3-9 Forecast of GSM’s user and income of China Unicom of 2005
  Graph 4-1 Development trend of CDMA users, 2003-2004
  Graph 4-2 Development trend of post-pay CDMA users, 2003-2004
  Graph 4-3 Development trend of pre-pay CDMA users, 2003-2004
  Graph 4-4 Development trend of CDMA income, 2003-2004
  Graph 4-5 Development trend of post-pay CDMA income, 2003-2004
  Graph 4-6 Development trend of pre-pay CDMA income, 2003-2004
  Graph 4-7 Changes of CDMA’s ARPU of China Unicom, 2003-2004
  Graph 4-8 Changes of CDMA’s MOU of China Unicom, 2003-2004
  Graph 4-9 Forecast of CDMA’s user and income of China Unicom of 2005
  Graph 5-1 Trend of income growth of mobile data service of China Unicom, 2003-2004
  Graph 5-2 Structure and proportion of income of mobile data service of China Unicom in2004
  Graph 5-3 Trend of business growth of message service of China Unicom, 2003-2004
  Graph 5-4 Trend of income growth of message service of China Unicom, 2003-2004
  Graph 5-5 Trend of business growth of GSM’s message service of China Unicom, 2003-2004
  Graph 5-6 Trend of business growth of CDMA’s message service of China Unicom, 2003-2004
  Graph 5-7 Structure and proportion of CDMA1X’s income of China Unicom, 2003-2004
  Graph 5-8 Income of voice value-added service of China Unicom, 2003-2004
  Graph 5-9 Forecast of user and income of China Unicom in 2005
  Graph 6-1 Trend of growth of China Unicom’s fixed assets investment, 2003-2004
  Graph 6-2 Trend of growth of switching capacity of China Unicom, 2003-2004
  Graph 6-3 Trend of growth of length of China Unicom’s optical fiber cable, 2003-2004
  Graph 6-4 Forecast of China Unicom’s investment in 2005
Report's synopsis
  In the report, the following issues about China Unicom will be discussed:
  *The changes of operating environment around China Unicom in 2004;
  * Overall development trend and forecast of China Unicom’s user and income in 2004;
  * Overall development trend and forecast of GSM and CDMA of China Unicom in 2004;
  * Development status of China Unicom’s mobile value-added service;
  * Analysis and forecast of network capacity growth and investing emphasis of China Unicom;
  * Analysis and forecast of China Unicom’s business development in 2005;
  * Strategies of 3G’s evolution of China Unicom in the future.
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