Cable operators to benefit from convergence in China

Jane Wang/Ovum
07 Sep 2010
00:00
 
The first 12 trial cities (up from the original ten) include Beijing, Shanghai, and Guangzhou. From 2013 to 2015, the new convergence arrangements will extend nationwide and detailed regulatory arrangements will be established.
 
The regulators are still considering licensing arrangements for these trials, and no detailed planning has been announced. It is likely that the conditions and timing of the trials will vary between cities, depending on the significance of cable networks and their financial situation.
 
Cable seen as a potential source of competition
 
Overall, cable is in a weak competitive position in China. Revenues from the broadcasting industry are only one-tenth of those from the telecoms industry.
 
There is no unified national management company for broadcasting operators; a number of cable networks are spread across various cities in China, and only a few provinces have a unified network.
 
Finally, infrastructure to support voice and broadband services on cable is installed in a limited number of cities. Offering value-added services is still a long way off.
 
The convergence policy announced this year seeks to turn the cable operators into viable competitors to the dominant telcos. In addition, SARFT has announced an ambitious plan to build a national next-generation broadcasting (NGB) network, which will also increase the competitiveness of broadcasting operators.
 
Details of this capital injection have not been released, but one investment bank in China has predicted that the project will generate RMB600 billion ($88.4b) of investment during the next five years.
 

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