Apple bulls have been counting on the big subscriber base of China Mobile to fuel further iPhone growth in China.
With this agreement in place, Apple would have the entire subscription base of China Mobile, about 660 million, as possible to iPhone users.
At the same time, it is also a huge opportunity for the incumbent Chinese telecom providers such as China Unicom, China Telecom and, especially, China Mobile to tap their huge 2G subscriber base and drive the demand for the more lucrative 3G data services.
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We believe that this huge subscriber base is what puts China Mobile in a better position to tap the growing smartphone demand than its rivals in the wireless market.
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We believe that this huge subscriber base is what puts China Mobile in a better position than rivals to tap the huge surge in demand for 3G in the coming years.
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The telecom industry in China has seen steady growth as even competitors China Mobile and China Telecom saw growth in their subscriber base.
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China Mobile had a total subscriber base of more than 616 million by June 2011, of which more than 90% subscribed to its value added services as well.
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Unicom has struggled, signing up only 30 million CDMA customers--well below its capacity of 70 million--a subscriber base only a sixth the size of that of China Mobile, the dominant GSM carrier.
When that happens, it will help China Mobile promote 3G better and gradually transition its huge 2G base to 3G, eventually taking an unassailable lead over its rivals.
With a billion strong mobile subscriber base and growing demand for 3G services, China presents Nokia with a huge opportunity to create a smartphone niche for itself.
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The model I base on the writings of mutual fund legend Peter Lynch is also high on China Mobile.
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At the same time, it is also a huge opportunity for the incumbent Chinese telecom providers such as China Mobile, China Unicom and China Telecom to tap their huge 2G subscriber base and drive the demand for the more lucrative 3G data services.
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For China Mobile is by far the largest network operator in the country with 70% of the subscriber base.
With this convergence of mobile and landline businesses, China Telecom hopes to achieve long term growth by increasing its subscriber base, establishing its market position as well as gaining competitive advantage.
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