How Have ARPUs Of The Three Chinese Wireless Carriers Trended Over The Last Few Years?

+30.92%
Upside
26.45
Market
34.63
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China Telecom

Chinese wireless carriers have seen ARPUs decline in recent years, amid lower voice revenues, government requirements to cut per-unit data tariffs and lower usage of value added services. Below, we take a look at how the ARPU of the three carrier’s has trended in recent years.

Mobile_Subs_China_2

  • China Mobile maintains the highest ARPU among the three carriers, driven by its stronger coverage and higher value-added revenues. However, the metric has fallen by about 13% over the last three years.
  • China Unicom has the lowest ARPU in the industry, and its ARPU has been trending lower in recent years, owing to a weak 4G rollout, which has resulted in the loss of valuable high-speed data customers.
  • China Telecom’s ARPU has remained almost flat over the last three years, driven by a growing mix of high-speed subscribers, although it has come under some pressure in recent quarters due to the government’s tariff reduction and data carry over requirements.

Notes:

1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment and ask questions on the comment section, or email content@trefis.com
2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for China MobileChina Telecom and China Unicom
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