중국Mobile시장조사 산업분석 왕루이
INOVATION Perspective MARKET Perspective INDUSTRY Perspective FINANCIAL Perspective
Industry Chain 콘텐츠 포털/서비스 단말 솔루션/ 플랫폼 장비/원천기술 분류 분류 기준1 분류 기준2 서비스 / 콘텐츠측면 Content Provider (콘텐츠 제공업체) 콘텐츠 Content Aggregator (마스터CP, 모바일퍼블리셔) Mobile Portal Provider (모바일포털사업자) 포털/서비스 Mobile Service Provider (이동통신사, 무선망사업자) Handset Vender (단말제조사) 단말 시스템 어플리케이션측면 Application Developer (솔루션벤더) 솔루션/ 플랫폼 Application Platform Vender (플랫폼벤더) Infrastructure & Equipment Vender (통신장비벤더) 장비/원천기술 Technology Platform Vender (통신원천기술벤더)
Industry Chain MMS SMS Phone Call
가치연 Mobile Portal Service Device User Content Financial System Suppliers Vendors Advertisers
Terminal Producer
Nokia Motorola Bird Lenovo Sony Ericsson Amoi Konka 20.5% 22.0% 21.5% 整体市场 2006年5月 2006年6月 2006年7月 2006年8月 2006年9月 2006年10月 2006年11月 2006年12月 2007年1月 2007年2月 2007年3月 2007年4月 Nokia 20.5% 22.0% 21.5% 22.9% 23.8% 24.3% 25.3% 26.3% 26.9% 26.1% 27.1% 28.4% Motorola 12.5% 12.2% 12.0% 12.4% 12.8% 12.6% 12.7% 13.5% 14.9% 16.7% 18.0% 20.1% Samsung 9.9% 10.1% 10.0% 10.2% 10.4% 10.5% 10.8% 10.3% Bird 6.9% 6.4% 7.1% 6.6% 6.0% 6.2% 6.5% 5.7% Lenovo 4.1% 3.9% 4.4% 5.2% 6.1% 7.4% 6.7% Sony Ericsson 4.3% 4.9% 5.0% 5.3% 4.5% 4.6% Amoi 4.0% 4.2% 4.8% 4.7% 3.7% Konka 3.6% 3.4% 3.3% 3.1% 2.9% 2.7% 2.4% 2.3% 2.0% 1.9%
Brand Share Sale（千） GSM share sell（千） CDMA Sale(千) Lenovo 6.5% 563 7.0% Bird 5.7% 488 6.1% 0.0% Amoi 3.7% 321 4.0% Konka 1.9% 162 2.0% CECT 160 159 ZTE 1.7% 146 0.5% 36 19.8% 110 Haier 1.6% 140 0.1% TCL 1.5% 125 124 0.2% 1 Gionee 1.1% 98 1.2% Tianshida 0.9% 79 1.0% Hisense 0.3% 27 5 3.8% 21 Daxian 25 6 3.4% 19 Eastcom 23 2 AUX Huawei 16 2.8%
Market Share by Price
产品类型 2006年7月 2006年8月 2006年9月 2006年10月 2006年11月 2006年12月 2007年1月 2007年3月 2007年4月 2007年5月 智能手机 3.7% 4.3% 4.6% 5.0% 4.9% 5.3% 5.6% 6.2% 6.3% 6.7% 基于手写功能的PDA 6.5% 6.4% 6.1% 6.6% 内置摄像头手机 45.9% 48.8% 51.0% 53.7% 54.8% 57.9% 58.4% 59.9% 62.4% 61.8% 59.5% 57.7% 百万像素手机 4.7% 7.5% 9.3% 10.5% 13.7% 15.6% 18.1% 20.9% 21.6% 22.5% 23.2% 彩屏机 90.7% 89.1% 90.0% 90.4% 90.6% 92.5% 92.0% 91.7% 93.0% 93.9% 92.4% 89.9% 26万色彩屏机 7.6% 8.7% 9.5% 10.4% 11.3% 13.0% 15.0% 17.0% 19.1% 20.0% 20.6% 21.4% 6万5千色彩屏机 65.6% 64.8% 65.4% 66.4% 67.4% 65.9% 64.0% 64.7% 65.3% 64.4% 62.0% 黑白机 10.9% 10.0% 9.6% 9.4% 8.0% 8.3% 7.0% 10.1% 具有GPRS功能 80.0% 79.8% 81.5% 82.8% 83.3% 85.0% 84.1% 84.9% 85.6% 85.3% 79.1% 彩信手机 67.8% 70.2% 72.4% 73.7% 76.5% 76.3% 78.2% 79.9% 79.7% 77.1% 73.5% 支持JAVA 47.3% 48.3% 49.3% 51.6% 52.2% 53.5% 52.9% 53.9% 53.6% 53.1% 50.3% 支持MP3 13.1% 15.3% 20.3% 24.0% 27.4% 31.4% 35.7% 37.5% 38.2% 38.6% 双屏机 45.2% 43.2% 42.3% 40.3% 39.1% 38.8% 37.3% 35.0% 32.2% 29.2% 26.1% 23.3% 支持蓝牙 8.1% 9.7% 10.3% 11.5% 11.9% 14.7% 16.4% 18.6% 20.4% 21.2% 22.6% 支持FM 9.9% 11.1% 12.2% 14.2% 15.4% 16.0% 16.7%
Operators China Mobile China Unicom China Unicom이 CDMA 방식 운영자이고 China Mobile 이 GSM 방식 운영자입니다. CHINA UNICOM은 CDMA 방식중에서도 800MHZ 대역 즉 셀룰러 대역을 사용합니다.
시장점유율 년 이동 연통 1999 88％ 12％ 2001 76% 24％ 2002 70% 30％ 2004 66.1 33.9％ 2005 65% 35% 현제 60%이상 40%이하
Benefits Share (Game)
Service Provider
SP KongZhong.net Sina.com Tom.com Tencent.com Linktone Sohu 163
Contents Provider
CP Contents aggregator Merchant Advertiser Financial service provider 부가사용료 배분 통화료수입배분 부가사용료 수입배분 상거래대금 지급 거래수수료 공제 거래수수료 공제 Site fee Advertiser 광고비 Network operator Customer
Contents Game Music Application Software Other function
대기술환경 3G
산업츱급 중국정부 함께 이동통신 Structure설립 꼭대기 이용한 Platform 진출과합작 Hardware의 산업연진출 중고층 중층 부푼 시장 진출 , Content시장 상푼 와 서비스 밑 층 주변기기 ,주변부푼
감사합니다!