电信产业的全球化和竞争 中国电信从产业到企业PDF电子书下载

Part One Research Preparation 2

Chapter 1 Introduction 2

1.1 Background 2

1.1.1 Technical Change in Telecommunications 2

Contents 2

Table 1-1 Changes of Telecom Density Rate 4

1.1.2 Growth of the Chinese Telecom Industry in Comparative Perspective 4

List of Tables 4

1.2 Core Issue and Research Goals 6

1.4 Conclusion 7

1.3 Research Contents and Framework 7

2.1 Characteristics of Telecommunications 8

Chapter 2 Literature Review 8

Figure 2-1 The Relationship between N and S 10

2.2 Globalization and Telecommunication Globalization 12

Table 2-1 Why Go International? 14

Figure 0-1 Overviews of this Book 14

List of Figures 14

Table 2-2 Main Cases of M A that Happened in the Telecom Field 17

2.3.1 Economies of Scale and Marshall Puzzle 19

2.3 Economies of Scale and Natural Monopoly 19

Figure 2-2 Scale of Production Scale of Increasing Returns 20

2.3.2 Natural Monopoly 24

2.3.3 Telecoms and Natural Monopoly 25

2.4 Barrier and Telecommunication Regulation 28

Table 2-3 Comparison of Incumbent and Entrant Monthly Costs Per Loop 29

2.5 Competitiveness and Competitive Advantage 34

Figore 2-3 Forces Driving Industry Competition(Porter Model) 36

Table 2-4 Analysis of the Structure of SWOT 38

Table 2-5 Competitive Description of Three Institutions 41

2.6 Conelusions 44

Chapter 3 Methodology Study 45

3.1 Introduction 45

3.2 Single Case and Multiple Cases 47

Figure 3-1 Basic Types of Designs for Case Studies 48

3.3 Case Study of China Telecom 49

Figure 3-2 Case Study of China Tekcom 51

3.4 Conclusions 52

4.1 Background 54

Chapter4 Development of the Chinese Telecom Industry 54

Part Two China Telecom-From Industry to Firm 54

4.2 Overviews on 100-Year of History of the Chinese Telecom Industry 57

Figure 4-1 Annual Value of Telecom Fixed Assets from 1952 to 1998(Billion RMB) 59

4.2.1 1900~1949 60

Table 4-1 Events in the Chinese Telecom Industry before PRC 61

4.2.2 1949~1978 62

Table 4-2 Events in the Chinese Telecom Industry from 1950 to 1978 64

Figure 4-2 Annual Changes of Telecom Turnover Rate(%) and GDP in China 65

4.2.3 1978~2000 65

Table 4-3 The Developing Subscribers Situation 71

Table 4-4 The Telecommunication Ability and Level in 2000 71

Table 4-5 Events in the Chinese Telecom Industry since 1978 72

Figure 4-3 Chinese Telecom Revenue as 210f GDP 72

4.3 Conclusions 74

5.1 Introduction 75

Chapter 5 Reform and Reorganization 75

Figure 5-1 Structure of the MPT 77

Figure 5-2 Structure Chart of the MII 78

5.2 Reorganization of China Telecom 79

Figure 5-3 Organization of China Telecom Before 1999 81

Figure 5-4 Organization of China Telecom After 1999 82

Figure 5-5 Organization of China Mobile 84

Figure 5-6 Organization of China Unicom 85

Figure 5-7 Organization of China Netcom 88

Figure 5-8 Organization of China Railcom 89

Table 5-1 The Coverage of Southern China Telecom and Northern China Telecom 90

5.3 Forces and Changes 91

Figore 5-9 Telecom Regulation From the End of the 1980s to 1993 95

Figure 5-10 Telecom Regulation From 1994 to 1998 95

Figtire 5-11 Telecom Regulation From 1998 to 2001 96

Figure 5-12 Telecom Regulation From 2001 to 2002 96

5.4 Conclusions 97

Table 6-1 Operation of the Telecom Service Market in China in 2000 98

Chapter 6 The Competitive Telecom Service Market 98

6.1 Changes in Market Structure 98

6.1.1 Changes in the Main Telecom Services 98

Table 6-2 Operatioas of the Telecom Service Market in China in 2002 99

Figure 6-1 Increase of IP Phones in China Telecom 101

Figure 6-2 Main Telecom Services in 2002 103

6.1.2 Changes in Market Penetration 103

Table 6-3 Changes in the Chinese Mobile Situation in 1999 104

Table 6-4 Markets Shares of the Leading Chinese Telecom Firms 106

6.2 Changes of Capabilities 107

Table 6-5 Telecom Operation Revenue in Chinese Service Sectors 107

Figure 6-3 Traffic and Revenue of Chinese Telecom Service Sector 108

Figure 6-4 Subscribers(Million)of Fixed and Mobile Phones 1998~2003 109

Table 6-6 Basic Indicators of Main Chinese Telecom Service Firms in 2001 109

Figure 6-5 Three Telephone Density Rares 111

Table 6-7 Capabilities of China Telecom from 1998 to 2001 112

Figure 6-6 Investment of Posts and Telecoms in Chinese Main Telecom Service Firms 112

Table 6-8 Subscriber Satisfaction Index to Chinese Telecom Service Firms 113

6.3 Demand and Supply 114

Table 6-9 Development of Chinese Telephones 115

Table 6-10 Telecom Services Penetration of Some Countries in 2001 116

Figure 6-7 Increasing Status of Telephone Penetration Rate from 1949 to 2000 116

Figure 6-8 China Telecoms Market by Revenue 119

6.4 Conclusions 120

7.1.1 Regulatory Framework 122

Part Three Competitive Analysis 122

Chapter 7 Regulation and Competition 122

7.1 Regulation and Deregulation 122

7.1.2 Regulatory Contents 124

7.1.3 Reregulation 126

7.2 Regulation and Competition 130

7.2.1 Regulation and Network Competition 131

7.2.2 Tariff and ARPU 135

Table 7-1 Comparing Data of the Local Tariff of Some Countries in 2000 137

Table 7-2 Mobile Tariffs in Some Countries and Areas in 2000 137

Table 7-3 China Telecom ARPU and Global ARPU 139

Figure 7-1 The ARPU of Fixed and Mobile Phones from 2001 to 2003 140

Figure 7-2 ARPU of China Mobile and China Unicom 1999~2001 140

7.3 Competitive Analysis of Potter Model 141

Figure 7-3 Porter Model Analysis of China Telecom 142

7.4 Conclusions 147

Chapter 8 Telecom Market Opening and Competition 148

8.1 International Comparison 148

Table 8-1 International Comparisons in Telecom Service Consumption 149

Table 8-2 International Comparisons in Telecom Tariffs 151

Table 8-3 International Comparisons in Telecom Investment 153

Table 8-4 Telecom Investment Proportion in GDP 154

Table 8-5 Telecom Investment Proportion in 2000 155

Table 8-6 The Main Large Telecom Companies in the World 156

Table 8-7 Comparison of Turnover per Employee 158

Table 8-8 Comparison of Profit per Employee 159

Table 8-9 Comparison of Capital per Employee 159

Table 8-10 Comparison between China Telecom and International Telecom Firms 159

Table 8-11 Catching-up Years for China Telecom 162

8.2.1 The WTO and the Chinese Telecom Service Market 162

8.2 The WTO and the Opening up of the Telecom Market 162

Table 8-12 The Schedule of China Entering WTO 163

Table 8-13 Basic Telecom Index of AIC Countries 164

Figure 8-1 Calling of Chinese Fixed and Mobile Phone from 2001 to 2003 165

Table 8-14 Telecom Market Opening Schedule After China Entered the WTO 166

8.2.2 International Telecom Giants in China 169

8.2.3 The WTO and the Barriers 172

8.3 Competitive Approach 175

Table 8-15 Analysis of SWOT to China Telecom 176

Figure 8-2 SWOT-Strengths 177

Figure 8-3 SWOT-Weakness 178

Figure 8-4 SWOT-Opportunities 178

Figure 8-5 SWOT-Threats 178

8.4 Conclusions 179

Chapter 9 Monopoly and the Competitive Position of China Telecom 180

9.1 Monopoly and Competition 180

9.2 Conclusions 192

10.1.1 Research Interest 194

10.1.2 Research Methodology 194

10.1 Introduction 194

Chapter 10 Conclusions and Further Research 194

Part Four Research Summary 194

Figure 10-1 Research Procedure 195

10.2 Main Conelusions and Further Study 196

Bibliography 202

Appendix 1 The Development Trend of Telecom Technology 213

Appendix 2 The Rise and Fall of the Iridium Company 222

Appendix 3 Questionnaire（1） 223

Appendix 4 Questionnaire（2） 224

Appendix 5 Index of Competitiveness 227

Index 231