1 TV, CMMB, TD-SCDMA ~12 9 TV, TV 6,600, 5,500 TV ,000 4,500 TV 2007 TV 234 (10,239 ), TV 513 (14,189 ) 633 2,500, 2992% 10 GSM

1 TV, CMMB, TD-SCDMA 11 10 ~12 9 TV, TV 6,600, 5,500 TV 2008 8 4,000 4,500 TV 2007 TV 234 (10,239 ), TV 513 (14,189 ) 633 2,500, 2992% 10 GSM 9 10 719 4 9(724 6 ) 52 2/4 6,168, 313% 2/4 3,462 379%, 3210% ii

4/4 6,530, 383%, 2503% Web20 TV TV TV TV ipanel Technology( ) CP/SP ipanel TV 2007 ( )220, 111 727 ( )149 677% 2007 20 1,660 D/B 2007 1 1 iii

2007 TV,,, TV 2006 2008 10 PHS 1~10 7,995 9, 10 62,726 5 3/4 3/4 19,100, 16,700, P2P 19 TV, TV 783% TV iv

v Contents 1 1 TV, 9 13 13 19 27 27 29 36 36 3/4 40

1, CMMB (1110 ) ( ) ( ) ( )11 BIRTV 2008(4 ) CMMB(China Multimedia Mobile Broadcasting), CMMB CMMB CMMB CA CMMB ( ) TV CMMB 7 TV (1112 ) 11 12 ( ) ( ) 1

TV 3~5 TV TV 2 1 37 CCTV TV, 2 333 ( ) 2,861 () TV TV TV, CMMB (11 13 ) BIRTV 2008(4 ) ( ) ( ) ( ) CMMB 100 37 CMMB 100 ( )CMMB, CMMB, TD-SCDMA CMMB TV, (1114 ) ( ) 11 7 TV 2

5~6 CCTV TV TV ( ), TV (1118 ) TV TV 6 11 17 1 14 TV 11 12, (125) 12 4 (NGB) 10 NGB,,, 3

, 2 ( ), (11 10 ) ( ),,, CDMA 4, (1110 ) 3,,,,, 2009 (1114 ), 4

( ) 2009 SP 2009, CDMA (1119 ) 11 5 CDMA - 15, (1120 ) 11 19, Potevio( ), TCL, CYIT( ) 2008, 3G, 4G 3G 3G 5

, TD-SCDMA (11 20 ) 11 19 TD-SCDMA 10 3 3G TD-SCDMA, CDMA2000, WCDMA TD-SCDMA 10, 3G, (1126 ) 2008 547 8 2008, 5 23 3, 6

( ), TD-LTE 4G (1127 ) ( ) 3G TD-LTE 4G TD-SCDMA : IMS (11 28 ) 11 28 2008 IMS & 3 IMS ( ) IMS(IP Multimedia Subsystem),, IMS,,, (12 01 ) 2008 7

3 2007 Millicom,,,,,,,,, 3G (12 09 ) 3 3G 3G 3G TD-SCDMA, 3G ( ) 3G WCDMA CDMA2000 TD-SCDMA 3 3G TD-SCDMA 8

TV, 8 TV TV TV 6,600, 5,500 TV 2008 8 4,000 4,500 1 TV TV : :, TV : TV 9

TV, 2 TV (wwwlmtwcom) 2008 5 TV 50%,,,,,,,,,, TV TV TV, 4 2008 TV ( 1 ) TV 10

CDMA, 5 TV : TV,, 2015, TV 11

6, IPTV,, IPTV TV TV,, TV TV 3 26% TV TV, 12

1 2007 TV 255 3,300, (2331%), (2292%), (2138%) <2-1> 2007 TV TV ( ) 25533 100% 5952 2331% 5459 2138% 3883 1521% TV 964 378% 5853 2292% : 2007 TV 234 (10,239 ), TV 513 (14,189 ) 13

<2-2> 2007 TV TV TV TV 513 14,189 234 10,239 TV 213,19355 TV 62,44577 TV TV 236,88496 : TV 151,96746 TV 23,73957 : 2007 633 2,500, 2992%, 284% 14

<2-3> 2007 ( ) 63325 100% 10624 1678% 17982 2840% 18949 2992% 7224 1141% 7777 1228% : 2007 3,765 (63,790 ) 2 10 GSM 9 GSM CDMA GSM CDMA 7 CDMA 2005 583 9 2006 576 3, 2007 716 9, 2008 844 8 (2008 10 ) 2008 7 2008 15

1 ( [ 贵 ] 221 ) 2 PHS 3G, PHS 2008~2009 10 10 719 4 9 (724 6 ) 5 2 2008 1 10 7,397, 4 4,300 ( 2-1) 6-10 ( : ) 760 750 740 730 720 710 700 690 680 755 7105 7175 7246 7194 6 7 8 9 10 ( ) 2% 1% 0% -1% -2% -3% -4% -5% -6% -7% : 11 19 10 GSM 1 3,194 5, 10 121 16

9 9 (127 ) 4% 1 653 7, 10 79 2, 2,520 4, 10 34 5 ( 2-2) 6-10 GSM ( : ) 140 120 100 80 60 40 20 0 126 6 129 1 109 95 91 6 7 8 9 10 : 10 109, 2 1,200 4,288, 10 70, 1~10 723 CDMA 10 68 2,840 17

( 2-3) 6-10 100 70 89 81 69 73 50 0-50 - 100 6 7 8 9 10-58 -60-69 -63-82 ( ) ( ) : 18

1 2008 1/4 61% 2/4 6,168, 313% 2/4 20% 4/4 9,455, 241% TV 19

( 2-4) 2007~2008 10000 8000 6000 4000 2000 0 2352 3360 4090 5002 4697 6168 7625 9455 07Q1 07Q2 07Q3 07Q4 08Q1 08Q2 08Q3e 08Q4e ( ) (%) 50% 40% 30% 20% 10% 0% -10% : iresearch 2008 2/4 3,462 379%, 3210% 4/4 6,530, 383%, 2503% 20

( 2-5) 2007~2008 7000 6000 5000 4000 3000 2000 1000 0 539 824 1218 1864 2511 3462 4720 6530 07Q1 07Q2 07Q3 07Q4 08Q1 08Q2 08Q3 08Q4 ( ) (%) 60% 50% 40% 30% 20% 10% 0% : iresearch 2008 2875%, 1 7 3G, 2011 15 1 WAP WAP WAP 21

( 2-6) 16 14 12 10 8 6 4 2 0 151 350% 300% 250% 82 200% 150% 42 100% 04 17 50% 0% 2007 2008e 2009e 2010e 2011e ( ) (%) : iresearch TV TV TV 2,, WAP Baidu, Google Google Baidu 22

WAP WAP WAP 3GYY WAP (wwweasoucom), (netyichacn),,,,,, 23

3 WAP, /, IM, IVR IM 859% / 705% WAP WAP / 24

( 2-7) 2008 371% IVR 51% 58% / TV/ SMS 145% 242% CRBT MMS IM / 435% 445% 530% 549% 638% 705% WAP 859% 0% 20% 40% 60% 80% 100% : iresearch WAP (804%), (387%) 25

( 2-8) 2008 18 6% 7 0% 8 1% SMS IM 14 6% 15 2% 21 9% 24 3% 38 7% WAP 80 4% 0% 20% 40% 60% 80% 100% : iresearch 26

Web20 TV TV TV TV TV ( ), ( ) VOD, TV, TV CP/SP TV, TV CP/SP TV ipanel Technology( ) CP/SP ipanel ipanel Technology TV,, /,,,,, ipanel TV TV 1 27

IPanel CP SP ipanel Technology CP/SP 10 ipanel TV Activevideo, CrystalCG( ), IN-NET( ), Viewline( ), XPlus( ), Maiding( ) CP/SP UCC, 3D,, TV ipanel TV CP/SP, 28

1 2007 ( )220, 111 727 ( )149 677% 2007 20 1,660 1,353 4, 1 43 (2886%), 500 ~1,000 28 (1879%), 100 ~500 48 (3222%), 100 30 (2013%) 2007 8,815, / ( ) 8,342 38 473 ( ) 200 6, 100~200 16, 50~100 29, 50 169 2 2007~2008 29

2007 (e ),,, ( ) 2, 7 6, 10 2007 2007,, 1,305, 2 9, 4 <3-1> 2007 ( ) ( ) 2 1305 / 76 229 10 4 :, IUserSurvey 916%,,, / 637%, 474%, 305%, 297% / 10 30

( 3-1) 8 4% / 29 7% 30 5% 47 4% (e) 63 7% 0% 10% 20% 30% 40% 50% 60% 70% : iusersurvey 3 / / ID 313% D/B (wwwcnkinet) 168 ( D/B) / 386%, / 161% 31

( 3-2) 2007 46% 313% 641% / / ID : iusersurvey 4 SP 2007 Monternet, MMS, 565%, 403%, 287% 32

( 3-3) Monternet MMS 40 3% 56 5% 28 7% 23 1% 17 4% 12 8% 7 2% 1 0% 0% 10% 20% 30% 40% 50% 60% : iusersurvey 2007 Monternet, (wwwmbookcn) 491%, 41% ( 3-4) Monternet Mbook Kongnet Byread wwwdu8com wap17kcom www3gnetcn 1 9% 1 9% 12 7% 30 8% 29 8% 27 4% 21 9% 41 0% 49 1% 0% 10% 20% 30% 40% 50% 60% : iusersurvey 33

(e ) Web20, 2007 313% Baidu(835%), Google(665%) Baidu 1 3-5 34

( 3-5) Baidu Google Tencent wwwdushu999com Google bookidoicancomcn MSNLive : iusersurvey ( 3-6) e wwwidoicancomcn 38 2% 63 4% edu21dmediacom 2 8% 12 0% / wwwssreadercom 4 7% 6 6% 13 5% 19 9% 21 7% 27 6% wwwchineseallcom 15 8% 36 6% 18 4% 43 1% 0% 10% 20% 30% 40% 50% 60% 70% : iusersurvey 35

1 2007 1 1 ( ) ( )1 1 2 ( ) ( )1 1,,, 36

<4-1> 2007 1 1 1 1 ( ) 128 ( ) 80 ( ) 128 ( ) 74 ( ) 113 ( ( ) 111 ( ) 70 ( ) 101 ( 圳 ) 69 ( ) 100 ( ) 68 ( ) 97 ( ) 68 ( ) 97 ( ) 67 ) 95 ( ) 63 ( ) 93 ( 清 ) 61 ( ) 93 ( ) 54 ( ) 84 ( ) 53 ( ) 83 ( : ) 1 1 71 : CMS 2007 TV,,, TV 2006 2008 37

4-1 ( : ) 40 35 2006 2006 2007 2007 30 25 20 15 10 5 0 / TV : CSM Media Research 2 10 PHS, 2009 One home(e ) 10 2008 1~10 : 38

: 2008 1~10 1,419 9, 10 3 5,143 7 2 3,877 8 (982 ), 1 1,266 (437 9 ) PHS 7,400 3 (1,055 9 )211%, 2007 2%p : 2008 1~10 7,995 9, 10 62,726 5 CDMA CDMA ( ) : 2008 1~10 458 8, 10 1,482 1 1,580 8,221 4 39

3/4 3/4 1 9,100, 16,700, P2P 19 4-2 ( : ) 6Rooms Sohu Sina UUSEE QQLIVE Ku6 PPLIVE PPSTREAM Tudou Youku 133 270 411 717 745 790 944 951 1140 1530 0 50 100 150 200 : Analysys TV 3/4 165% 3/4 P2P (492%) (104%) P2P 40

1 TV TV TV, TV 783% TV 4-3 TV 20 5% 19 0% 1 2% 59 4% TV TV TV TV : Analysys 2 / 701% 765% 89%, SNS 41

4-4 28 0% 1 9% 8 9% 14 6% 46 6% : Analysys 3 (, ) 42

4-5 0 8% 7 0% 12 2% 11 0% 10 6% 23 2% 47 6% 65 5% 0% 10% 20% 30% 40% 50% 60% 70% : Analysys /TV / 83% 43

4-6 /TV 131% 82% 69% 52% 51% 12% 14% / / 339% 276% 272% 225% 219% 758% 0% 20% 40% 60% 80% : Analysys 44