2008年亚洲移动数据及无线宽带市场研究报告

报告简介：

摘要

This market report provides an overview of the Mobile Data and Wireless Broadband Market segment across the various markets of Asia. Some 27 Asian countries are covered in the report. It is noted that the amount of information offered is obviously dependent on the relative size of the market in each of the respective countries. The coverage in the report also results in some segment overlap as we see increased convergence in the mobile data and wireless broadband markets.

Mobile data services in Asia

With some 1.4 billion Asians using mobile phones by March 2008, the region’s mobile markets offer huge potential for mobile data services.

The growth of wireless Internet in Asia is being driven by competition in the market place and by the advent of 3G and 3.5G services. Market competition has been driving handset prices and airtime tariffs downward, thus opening up mobile services to wider adoption. Adoption of wireless Internet has started to rise with the overall increase in mobile penetration and as networks are progressively upgraded to next generation platforms.

While 3G licensing and the ongoing launch of 3G services in Asia has certainly been promoting growth of wireless data services, 3G has also been providing opportunities for both wireless access and content providers in domestic markets. In South Asia, in particular, more people own a mobile phone than a PC, giving the delivery of mobile data services huge potential there.

Mobile data is not a new phenomenon in Asia. Regional public networks based on Mobitex technology were established in Singapore, Indonesia and South Korea. Another form of mobile data, the DataTAC network, was made available in Hong Kong, Malaysia, Singapore and Thailand, with network trials in South Korea, Japan and China. The DataTAC networks established in Asia were more extensive than the corresponding networks in either Europe or the US.

An example of widespread adoption of a particular mobile data service has been the SMS capability of GSM and other digital cellular technologies. SMS, which allows the sending and receiving of basic text messages, became very popular throughout Asia, with remarkable growth being experienced in the Philippines and Malaysia, as well as in China.

The business plans of the majority of mobile operators have been built on the assumption that the key to further revenue growth lies in the ability to offer more value-added services and, in particular, access to the Internet. A number of technologies are competing for the region’s mobile Internet market. In Singapore, Hong Kong, South Korea, and a number of other countries, in an effort to chase this market, offerings based on the WAP standard were tried. Apart from South Korea, however, WAP failed to claim any significant share of the market. In Japan, by contrast, NTT DoCoMo launched its i-Mode service and its two rivals –SoftBank and KDDI – launched their own versions of i-Mode with dramatic success, with almost 50% of Internet users in Japan logging on from a mobile using one of these platforms. Another system that has supported mobile data, the GPRS, grew out of GSM. Labelled as a 2.5G technology, it has been adopted in a significant number of Asian markets.

The widespread adoption of HSDPA, a new generation (3.5G) mobile telephone protocol, is also noted throughout Asia. It is an evolution of the WCDMA 3G standard, designed to increase the available data rate by a factor of 5 or more. In effect, it extends the capabilities of WCDMA in the same way that EV-DO extended CDMA2000, allowing higher data capacity (up to 14.4Mb/s). SK Telecom launched a commercial HSDPA network in 25 major cities in South Korea in May 2006, offering customers what it claimed was the world’s first commercial HSDPA-enabled mobile handset, the Samsung SCH-W200. This was followed SmarTone-Vodafone launching a system in Hong Kong in June 2006, providing a data speed of 1.8Mb/s. Others have quickly followed.

Wireless broadband in Asia

After a somewhat tentative start, wireless broadband access in its various forms is starting to take hold in Asia. This has seen a flurry of activity as operators rush to acquire the necessary frequency licences. The sector had experienced problems earlier on involving unreliable equipment and network design faults. These have become things of the past. The challenge still facing the industry, however, is to establish viable business models that allow wireless to compete with the more established service offerings – DSL and cable modem platforms in the case of fixed wireless broadband and next generation mobile telephony platforms in the case of mobile wireless broadband. Wireless broadband systems are expected to eventually become a key feature of the broadband access landscape across Asia. Apart from WiFi and WiMAX platforms, wireless technologies include LMDS and MMDS.

For some years now, despite high equipment prices and security issues inhibiting adoption, wireless broadband services have been appearing in a piecemeal fashion across the region, notably in airport lounges, transport hubs and hotels, particularly offering mobile travellers immediate broadband connectivity.

As with other high technology services, it is the developed economies that have been leading the way in this segment of the telecom market in Asia. At the same time, however, wireless broadband technologies are certain to prove increasingly popular in the developing markets as they offer a powerful means of by-passing the incumbent’s infrastructure, especially the ‘last mile’ and also accessing customers where the incumbent’s infrastructure finds it difficult. These possibilities will become even more attractive as the cost of equipment falls with more roll-outs occurring and the market demand volume rising. This pattern has already started to emerge.

While there has been some activity in the providing of WiMAX networks, the real test will be the advent of mobile WiMAX. The initial roll-out of mobile WiMAX in Asia has begun but it has been a cautious start. The technology continues to be strongly supported at this stage of its development. The big question is whether it will become a mass market platform or simply satisfy a niche market need.

It should be noted that gathering statistics for broadband subscribers in Asia has become difficult with the advent of wireless services and hotspots. One phenomenon that makes it difficult is the practice of service ‘bundling’ by operators. Korea Telecom, for example, had a large number of WiFi subscribers, approximately two-thirds of which were ‘bundled’ as subscribers on the operator’s DSL service.

目录及图表

1. Afghanistan

1.1 Mobile data

1.2 Wireless broadband

1.2.1 Internet cafes

2. Armenia

2.1 Mobile data

2.2 Wireless broadband

2.2.1 Wireless Internet

2.2.2 Arminco Global Telecommunications

3. Bangladesh

3.1 Mobile data

3.1.1 Overview

3.1.2 Short Message Service (SMS)

3.1.3 Mobile portal service

3.1.4 Wireless Internet

3.2 Wireless broadband

3.2.1 AlwaysOn

3.2.2 WiMAX

4. Bhutan

4.1 Mobile data

4.2 Wireless broadband

4.2.1 Samden Tech

5. Cambodia

5.1 Mobile data

5.1.1 Cambodia GSM (MobiTel)

5.2 Wireless broadband

5.2.1 MediaRing’s acquisition of AngkorNet

5.2.2 WiMAX

6. China

6.1 Mobile data

6.1.1 Market overview

6.1.2 Mobile data statistics

6.1.3 Regulatory issues

6.1.4 Satellite Terrestrial Interactive Multi-service Infrastructure (STiMi) platform

6.1.5 Short Message Service (SMS)

6.1.6 Multimedia Messaging Service (MMS)

6.1.7 Wireless Application Protocol (WAP)

6.1.8 General Packet Radio Service (GPRS)

6.1.9 Push-to-talk (PTT)

6.1.10 Enhanced Data for GSM Evolution (EDGE)

6.1.11 Broadband wireless data services

6.1.12 BlackBerry

6.1.13 Mobile TV

6.2 Mobile content and applications

6.2.1 Market overview

6.2.2 A surge in new applications development

6.2.3 Global positioning systems (GPS)

6.2.4 M-commerce

6.2.5 Mobile Video-on-Demand (VoD)

6.2.6 Mobile gaming

6.2.7 Instant Message (IM) search services

6.2.8 Ringtones

6.2.9 Mobile music

6.2.10 Push email

6.3 Wireless broadband

6.3.1 Wireless Local Area Networks (WLANs)

6.3.2 WiFi

6.3.3 World Interoperability for Microwave Access (WiMAX)

6.3.4 Analysis – WiMAX still not high on the agenda in China – April 2007

6.3.5 Analysis – WiMAX – September 2007

6.3.6 WLAN Authentication and Privacy Infrastructure (WAPI)

6.3.7 Wireless Local Loop (WLL)

6.3.8 Broadband Fixed Wireless Access (BFWA)/Local Multipoint Distribution System (LMDS)

6.3.9 Broadband via satellite

7. Georgia

7.1 Wireless broadband

7.1.1 WiMAX

8. Hong Kong

8.1 Mobile data

8.1.1 Short Message Service (SMS)

8.1.2 Multimedia Message Service (MMS)

8.1.3 Wireless Application Protocol (WAP)

8.1.4 General Packet Radio Service (GPRS)

8.1.5 Push-to-talk over Cellular (PoC)

8.1.6 High-Speed Circuit-Switched Data (HSCSD)

8.1.7 Enhanced Data for GSM Evolution (EDGE)

8.1.8 High-Speed Downlink Packet Access (HSDPA)

8.1.9 Mobile TV

8.1.10 Wireless data

8.2 Mobile content and applications

8.3 Wireless broadband

8.3.1 Wireless Internet

8.3.2 SmarTone Broadband Services

9. India

9.1 Mobile data

9.1.1 Market overview

9.1.2 Short Message Service (SMS)

9.1.3 Multimedia Messaging Service (MMS)

9.1.4 General Packet Radio Service (GPRS)

9.1.5 Push-to-talk over Cellular (PoC)

9.1.6 Binary Runtime Environment for Wireless (BREW)

9.1.7 Enhanced Data for GSM Evolution (EDGE)

9.1.8 Mobile entertainment

9.1.9 i-mode

9.1.10 BlackBerry

9.1.11 Mobile TV

9.2 Mobile content and applications

9.2.1 Gaming

9.3 Wireless broadband

9.3.1 WiMAX

9.3.2 Satellite

10. Indonesia

10.1 Mobile data

10.1.1 Short Message Service (SMS)

10.1.2 Multimedia Messaging Service (MMS)

10.1.3 Mobile TV

10.1.4 Other services

10.2 Wireless broadband

10.2.1 World Interoperability for Microwave Access (WiMAX)

10.2.2 Wireless LANs (WLAN)

10.2.3 Internet via satellite

11. Japan

11.1 Mobile data

11.1.1 Analysis – mobile data market

11.1.2 Mobile Internet

11.1.3 Short Message Service (SMS)

11.1.4 Multimedia Messaging Service (MMS)

11.1.5 General Packet Radio Service (GPRS)

11.1.6 Push-to-talk (PTT)

11.1.7 BlackBerry

11.2 Mobile content and applications

11.2.1 Content for mobile market

11.2.2 Global Positioning System (GPS)

11.2.3 M-commerce/m-cash

11.2.4 Mobile gaming

11.2.5 Mobile conferencing

11.2.6 Mobile videoconferencing / mobile video

11.2.7 Mobile TV and radio

11.2.8 Mobile ringtone and music downloads

11.2.9 QR code readers

11.2.10 Mobile books

11.2.11 Mobile Applications

11.3 Wireless broadband

11.3.1 Wireless LAN (WLAN)

11.3.2 Major WLAN providers

11.3.3 WiMAX

11.3.4 Voice over WLAN (VoWLAN)

11.3.5 Ultra Wideband (UWB)

11.3.6 Local Multipoint Distribution System (LMDS)

11.3.7 Broadband Internet via satellite

12. Kazakhstan

12.1 Mobile data

12.1.1 GSM-Kazakhstan (K’Cell)

12.1.2 Kar-Tel (K-Mobile)

13. Laos

13.1 Wireless broadband

13.1.1 Wireless broadband statistics

14. Malaysia

14.1 Mobile data

14.1.1 Short Message Services (SMS)

14.1.2 Multimedia Messaging Service (MMS)

14.1.3 Wireless Application Protocol (WAP)

14.1.4 General Packet Radio Service (GPRS)

14.1.5 InterReach Unison

14.1.6 Mobile TV/Video on Demand (VoD)

14.2 Mobile content and applications

14.2.1 Gaming

14.2.2 M-commerce (micropayments)

14.2.3 Blogging

14.3 Wireless broadband

14.3.1 Overview

14.3.2 WiMAX

14.3.3 Time dotCom

14.3.4 NasionCom

14.3.5 Maxis Net

14.3.6 iZZinet

14.3.7 Internet via satellite

15. Mongolia

15.1 Wireless broadband

16. Myanmar

16.1 Mobile data

16.1.1 Mobile broadcasting

16.2 Wireless broadband

16.2.1 WiMAX

17. Nepal

17.1 Mobile data

17.1.1 Nepal Telecom

17.2 Wireless broadband

17.2.1 WiFi network for remote villages

18. Pakistan

18.1 Mobile data

18.1.1 SMS

18.1.2 MMS

18.1.3 Mobile TV

18.2 Wireless broadband

18.2.1 WiMAX

18.2.2 Internet via satellite

19. Philippines

19.1 Mobile data

19.1.1 Short Message Service (SMS)

19.1.2 Multimedia Message Service (MMS)

19.1.3 Wireless Application Protocol (WAP)

19.1.4 General Packet Radio Service (GPRS)

19.1.5 Enhanced Data Rates for GSM Evolution (EDGE)

19.1.6 Mobile TV

19.2 Mobile content and applications

19.2.1 Mobile tracking

19.2.2 M-commerce

19.3 Wireless broadband

19.3.1 Market overview

19.3.2 Broadband Philippines

19.3.3 Next Mobile

19.3.4 Meridian

19.3.5 Pacific Internet (PacNet)

19.3.6 BellTel

19.3.7 Globe Telecom

19.3.8 WiFi

19.3.9 WiMAX

19.3.10 BlackBerry

19.3.11 Internet via satellite

20. Singapore

20.1 Mobile data

20.1.1 Short Messaging Service (SMS)

20.1.2 Multimedia Messaging Service (MMS)

20.1.3 Wireless Application Protocol (WAP)

20.1.4 General Packet Radio Service (GPRS)

20.1.5 i-mode

20.1.6 Other developments

20.1.7 M1

20.1.8 StarHub

20.1.9 Mobile TV

20.2 Mobile content and applications

20.2.1 Location-based services

20.3 Wireless broadband

20.3.1 Overview

20.3.2 Allocation of wireless broadband spectrum

20.3.3 Local Multipoint Distribution System (LMDS)

20.3.4 WiFi

20.3.5 The Wireless@SG initiative

20.3.6 Ultra-Wideband (UWB)

20.3.7 Internet via satellite

21. South Korea

21.1 Mobile data

21.1.1 Market overview

21.1.2 Mobile Internet

21.1.3 Short Message Service (SMS)

21.1.4 Multimedia Messaging Service (MMS)

21.1.5 Wireless Application Protocol (WAP)

21.1.6 Push-to-talk (PTT)

21.1.7 Mobile TV broadcasting/Digital Multimedia Broadcasting (DMB)

21.1.8 Mobile Video-on-Demand (mobile VoD)

21.2 Mobile content and applications

21.2.1 Overview

21.2.2 Video calls

21.2.3 Position location system/Global Positioning Systems (GPS)

21.2.4 Automobile telematics

21.2.5 M-commerce/m-payment

21.2.6 Mobile banking (m-banking)

21.2.7 M-government

21.2.8 M-magazines

21.2.9 M-Big Macs

21.2.10 M-movies

21.2.11 Remote home monitoring

21.2.12 Multi-lingual service

21.3 Wireless broadband

21.3.1 Overview

21.3.2 Wireless Local Area Network (WLAN)/Wireless Fidelity (WiFi)

21.3.3 Wireless Internet Platform for Interoperability (WIPI)

21.3.4 Broadband Wireless Local Loop (B-WLL)

21.3.5 Wireless Broadband (WiBro)

21.3.6 WiMAX

21.3.7 Broadband via satellite

21.3.8 Ultra Wideband (UWB) Wireless Personal Area Network (WPAN)

21.3.9 Hanaro Telecom/HanaNet

22. Sri Lanka

22.1 Mobile data

22.1.1 Dialog Telekom (MTN)

22.2 Wireless broadband

22.2.1 WiMAX

23. Taiwan

23.1 Mobile data

23.1.1 Short Message Service (SMS)

23.1.2 Multimedia Messaging Service (MMS)

23.1.3 Wireless Application Protocol (WAP)

23.1.4 General Packet Radio Service (GPRS)

23.1.5 Mobile Internet

23.1.6 Video calls

23.1.7 Push-to-talk (PTT)

23.1.8 WiMAX

23.2 Wireless broadband

23.2.1 WiMAX

23.2.2 M-Taiwan project

24. Tajikistan

24.1 Wireless broadband

24.1.1 WiMAX

25. Thailand

25.1 Mobile data

25.1.1 Short Message Service (SMS)

25.1.2 Multimedia Message Service (MMS)

25.1.3 Smart phones

25.1.4 Push-to-talk over Cellular (PoC)

25.1.5 Global Positioning System (GPS) service

25.2 Mobile content and applications

25.3 Wireless broadband

25.3.1 Overview

25.3.2 WiMAX

25.3.3 Internet via satellite

26. Uzbekistan

26.1 Wireless broadband

26.1.1 WiMAX

27. Vietnam

27.1 Mobile data

27.1.1 Short Message Service (SMS)

27.1.2 Multimedia Message Service (MMS)

27.1.3 Instant Messaging (IM)

27.1.4 Wireless Application Protocol (WAP)

27.1.5 General Packet Radio Service (GPRS)

27.1.6 Enhanced Data for GSM Evolution (EDGE)

27.2 Mobile content and applications

27.3 Wireless broadband

27.3.1 Satellite Internet

28. Glossary of Abbreviations

亚洲移动数据无线宽带