2009.02

...6...6...11...18...18...25...32...32...34...39...39...44

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

1 ( + / / ) 2 3 21

8000 7000 6000 5000 4000 3000 2000 1000 0 1511 1849 1811 1734 5715 5550 5197 5037 1546 4639 2004 2005 2006 2007 2008 PHS 30000 25000 20000 15000 10000 5000 0 8846 51.6% 11788 33.3% 15884 34.7% 21489 35.3% 27462 2004 2005 2006 2007 2008 60% 50% 40% 30% 23.0% 20% 10% 0% 22

23

8000 7000 6000 5000 4000 3000 2000 1000 0 6996. 7 5945. 8 4295. 4 3046. 3 2170. 5 SMS 239. 7 314. 5 311. 3 19. 6 234. 1 PHS SMS 2004 2005 2006 2007 2008 24

2000 1800 1600 1400 1200 1000 800 600 400 200 0 1769.2 21.7% 20.1% 1487.2 16.8% 1088.1 13.3% 774.1 2005 2006 2007 2008 25% 20% 15% 10% 5% 0% 25

2500 2000 1500 1000 500 0 369.9% 67.2 2219.9 450% 382.4% 400% 350% 300% 1319.4 250% 1008.4 211.1% 200% 150% 324.1 100% 30.8% 68.3% 50% 0% 2004 2005 2006 2007 2008 ( ) 26

90 80 70 60 50 40 30 20 10 0 350% 77.4 312.9% 300% 53.7 54.2 250% 200% 174.1% 150% 23.5 128.7% 100% 5.7 42.9% 50% 0.9% 0% 2004 2005 2006 2007 2008 27

5. 8% 9. 6% 3. 5% 3. 2% 15. 9% 4. 7% 11. 3% 14. 2% 9. 7% 12. 5% 9. 6% Ji uzhou( ) Changhong( ) Skywor t h( ) COSHI P( ) DVN( ) Daxi an( ) QHTF( ) Dahua( ) Yi nhe( ) Huawei ( ) 28

29

, 8.6%, 16.5%, 12.2%, 13.5%, 18.7%, 9.2%, 21.3% 30

31

32

33

14 12 10 8 6 4 2 0 12.2 60% 10.3 46.8% 50.2% 50% 8.7 40% 38.6% 5.8 30% 4 2.9 20% 17.9% 19.0% 10% 0% 2004 2005 2006 2007 2008 2009e 34

犇 35

36

2. 8 0. 55 0. 82 0. 8 0. 38 0. 36 0 0.5 1 1.5 2 2.5 3 37

17. 4% 18. 0% 1. 3% 2. 9% 2. 9% 3. 6% 16. 3% 5. 7% FT 6. 1% 6. 5% 7. 8% 11. 5% 38

39

40

120000 100000 80000 60000 40000 20000 0 64658.1 16% 15.0% 98203.4 91273.4 14% 82884.4 74385.1 11.4% 12% 10.1% 10% 7.6% 8% 6% 4% 2% 0% 2004 2005 2006 2007 2008 41

70000 60000 50000 40000 30000 20000 10000 0 64126.8202 19.0% 54672.7666 18.6% 18.5% 46083.7264 33492.8958 39349.7179 18.0% 17.5% 17.5% 17.3% 17.1% 17.0% 16.5% 16.0% 2004 2005 2006 2007 2008 42

38000 37000 36000 35000 34000 33000 32000 31000 30000 29000 28000 31165.2042 36800.673636600.6334 12.4% 35035.3821 34080.4 5.0% -0.5% 2004 2005 2006 2007 2008 15% 10% 5% 0% -5% -6.9% -10% 43

35000 30000 25000 20000 15000 10000 5000 0 25% 29800 22.6% 20% 21000 16.0% 15% 13700 11100 10.5% 10% 9400 7.4% 8.5% 5% 0% 2004 2005 2006 2007 2008 44

6. 1% 93. 1% 45

36 31-35 25-30 18-24 18 0. 5% 4. 4% 1. 5% 5. 2% 12. 9% 16. 9% 10. 6% 8. 1% 74. 5% 65. 5% 0% 20% 40% 60% 80% 9. 3% 1. 0. 7% 9% 2. 3% 2. 4% 2. 8% 4. 8% / 47. 3% 8. 0% 8. 6% 12. 1% 46

3001-4000 2001-3000 4001-5000 5000 1000 1000-2000 47

0. 4% 0. 8% 16. 6% 14. 8% 18. 1% 18. 8% (, ) 37. 7% 51. 2% (, ) 14. 4% 27. 2% 0% 10% 20% 30% 40% 50% 60% 48

1. 7% 3. 6% 6. 7% 7. 6% 11. 5% 30. 8% 38. 2% 0% 10% 20% 30% 40% 50% 0. 9%4. 7% 1. 1% 3. 7% 6. 4% 12. 7% 70. 6% Lenovo( ) Dopod( 49