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Chinese Telcos Announce August 2010 Subscriber Totals

Marbridge Consulting, 9/20/10

China's three main telecom operators have announced their subscriber totals for August 2010.

August saw the net addition of approximately 9.74 mln new mobile subscribers. China Mobile (NYSE: CHL; 0941.HK) added 5.43 mln new mobile subscribers, pushing the operator's total mobile user base to 564.36 mln, of which a total of 13.42 mln subscribers used China Mobile TD-SCDMA terminals during the month.

China Unicom (NYSE: CHU; 0762.HK; 600050.SH) added 0.68 mln new GSM (2G) subs, bringing its total GSM (2G) user base to 150.71 mln, and added 1.01 mln subscribers to its WCDMA 3G network, for a total of 9.51 mln WCDMA users. Of the 1.01 mln WCDMA subscribers added during the month, 80,300 were data card users, while the rest were handset users.

China Telecom (NYSE: CHA; 0728.HK) added 2.62 mln CDMA subs, taking its total mobile subscriber base to 79.94 mln. While China Telecom did not break out the percentage of total newly added subscribers that were CDMA2000 EV-DO subscribers, Marbridge estimates it was approximately 18-20%, or 470,000 to 525,000 users.

Of total new mobile subs added in August, China Mobile took 55.73%, dropping its share of China's total mobile user base from 70.32% at the end of July to 70.15% at the end of August.

China Telecom lost 1.04 mln fixed-line subs, reducing its total to 179.07 mln, while China Unicom lost over 0.42 mln fixed-line subs dropping its total to 100.11 mln.

China Telecom and Unicom enjoyed positive growth in broadband, with China Telecom adding 0.83 mln new broadband subs to reach 60.06 mln, and China Unicom adding almost 0.85 mln to reach 45.36 mln.

Keywords: China Telecom China Mobile China Unicom telecom mobile subscribers 3G CDMA GSM CHL TD-SCDMA WCDMA 0728.HK 0762.HK 0941.HK 600050.SH CHA CHU broadband subscribers fixed-line subscribers statistics wireless

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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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