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Despite declining rates of GDP growth, fluctuating currencies and stagnating GDP per capita levels, operators throughout the Asia-Pacific region have been sticking to their overall investment plans. Pyramid Research expects to see operators in developed Asian markets such as Japan, Singapore and South Korea maintain their overall Capex levels. In addition, we believe that operators in emerging markets, with a few exceptions, will stick to their Capex plans, keeping overall 3G investment levels in Asia-Pacific high. Thanks to their continued organic growth, China and India will in fact keep the region’s total Capex growing. These trends play to the advantage of Chinese vendors such as Huawei and ZTE, which we believe will come out of the crisis even stronger than their European and North American counterparts.

Capex in Asia-Pacific: Driven by 3G in China, Spending to Rise Despite Global Downturn analyzes the drivers that make investing in infrastructure imperative for operators in Asia-Pacific, economic downturn or not. It puts the revenue generated in Asia into a global context and looks at the plans for future Capex in both developed and emerging markets in the region. The report also discusses vendors and which ones will be able to gain market share during these trying times. Three case studies, on NTT Docomo, China Mobile and Bharti Airtel, focus on the Capex plans of the main players in Japan, China and India, providing metrics such as Capex as a percentage of service revenue.

Key findings

• Despite a deterioration in macroeconomic conditions, Pyramid Research expects most developed markets in Asia-Pacific to keep their Capex plans on track in 2009 and 2010, with 4G and national broadband network investments leading the agenda. 
• As regulatory uncertainties push back plans for 3G deployments, some markets in developing Asia-Pacific will reduce Capex in 2009. For the overall region, however, we expect Capex to increase given the fast-growing number of mobile subscribers in India as well as the additional 3G Capex from China. 
• Not only do Chinese vendors have strong footholds in their domestic markets, since most of the $50bn in Chinese Capex is won by local vendors, but their positions abroad have also been strengthened by recent wins in developed markets. Consequently we believe they will come out as winners of the global financial crisis.

Table of contents

Capex in Asia-Pacific rises despite economic slump 
Investing in infrastructure is a must for Asia-Pacific 
    A. Developed markets in Asia will stay the course with their Capex plans 
    B. China leads the developing pack, while India builds and waits 
    C. Vendors focus on Asia for revenue as the region’s market share grows 
Market detail 
    CASE STUDY: NTT Docomo 
    CASE STUDY: China Mobile 
    CASE STUDY: Bharti Airtel 
Conclusions 
    Key findings 
    Recommendations 
Related resources

Table of exhibits

1. GDP growth rates of selected markets in Asia-Pacific, 2006 – 2010
2. Capex of selected operators, 2005-2008
3. Agenda for national broadband networks
4. Percentage of revenue derived from Asia-Pacific for selected vendors, 2006-2008
5. Shares of Chinese operators’ 3G network orders awarded to domestic and foreign vendors
6. Capex as a percentage of service revenue for NTT Docomo, 2005- 2009
7. Vendor shares of China Mobile’s second round of TD-SCDMA tender ($8.6bn)
8. Capex as a percentage of service revenue for China Mobile, 2005-2009
9. Capex as a percentage of service revenue for Bharti Airtel, 2005-2009

Companies mentioned in this report

Alcatel-Lucent  Bharti Airtel  China Mobile  China Telecom  China Unicom  Ericsson  Huawei  KDDI  NEC  Nokia Siemens Network NTT Docomo

OpenNet  Reliance  SingTel  Softbank Mobile  Telefónica  True Move  Verizon Wireless  Vodafone  YouTube ZTE

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価格表

電子媒体(単体レポート)	595ドル
電子媒体(年間購読・12回発行)	2500ドル

(原文)

China's 3G Buildout to Drive a Telecom Capex Increase in Asia Pacific, Pyramid Research Reports

Cambridge, Massachusetts, February 24, 2009
Despite an overall economic contraction, network operator spending on telecom equipment in the Asia/Pacific region will rise slightly over the next 24 months, driven primarily by deployment of 3G networks in China, according to a new report from Pyramid Research, the telecom research arm of the Light Reading Communications Network.

Capex in Asia/Pacific: Driven by 3G in China, Spending to Rise Despite Global Downturn analyzes the drivers that make investing in infrastructure imperative for operators in Asia/Pacific. This 13-page report puts the revenue generated in Asia into a global context and looks at the plans for future capital expenditure (capex) in both developed and emerging markets in the region. The report also identifies and analyzes technology suppliers that are poised to win contracts in the competitive Asia/Pacific market. Three case studies on NTT DoCoMo, China Mobile, and Bharti Airtel focus on the capex plans of the main players in Japan, China, and India, providing metrics, such as capex, as a percentage of service revenue.

Despite anticipated declines in GDP for most countries in the Asia/Pacific region, operators throughout the region have stuck to their overall investment plans, with 4G and national broadband network investments leading the agenda, notes Tae-Hyung Kim, analyst at Pyramid Research and author of the report. "Markets such as Japan, Singapore, and South Korea are seeing an ever-increasing appetite for higher-bandwidth applications on mobile networks and increasing mobile broadband adoption rates," he says. "On the fixed side, governments of these developed markets are pushing operators to improve fiber access to households. In fact, these governments view spending on telecommunication infrastructure as a prudent long-term investment."

China's telecom operators will show the world's largest capex spending increases in 2009, Kim says. "All three operators – China Mobile, China Telecom, and China Unicom – are not only extending their 2G infrastructure to rural areas but also earmarking tens of billions of dollars for their new 3G networks," he explains. "These trends play to the advantage of Chinese vendors such as Huawei and ZTE."

Capex in Asia/Pacific: Driven by 3G in China, Spending to Rise Despite Global Downturn is the second in Pyramid Research's Telecom Insider Report Series. Published monthly for each of the world's most dynamic regions, Telecom Insiders are packed with trend analysis, industry best practices, market sizing and forecasting, competitor analysis, and case studies, providing you information you can leverage to make better business decisions.