Saturday, November 06, 2004

China's Mobile Portal Netease continues to see declining SMS revenue

NetEase.com, Inc.(Nasdaq: NTES), one of China's leading Internet, online game and wireless value-added services providers, announced financial results for itsthird quarter ended September 30, 2004.

Net revenues from wireless value-added and other fee-based premiumservices decreased 16.4% quarter-over-quarter to RMB31.4 million (US$3.8million) which is mainly attributable to a decrease in revenues from SMS related services.

Tuesday, August 10, 2004

About APRG

This blog is sponsored by Asia Pacific Research Group -

Indonesia Mobile Subscribers

Indonesia, with a population of over 234 million people and its labor force of over 100 million people, presents a vibrant market for consumer electronic devices such as mobile phones, televisions, radios, and cameras.

Fixed line teledensity was just under 4% at the end of 2003 and mobile penetration was over 8% in beginning of 2004.

CDMA based wireless local loop WLL technology is playing a major role in the cellular market in Indonesia, with most of the operators deploying CDMA services.

Vietnam Mobile Subscribers

Vietnam's mobile penetration is currently only just about 4%.

We expect that Vietnam's mobile subscribers, a county with 81 million people will grow, by 35% in the next 14 months. Reductions in mobile pricing plans and handsets are key factors in the growth, as well as the growing economy and consumer purchasing power.

The government is aggressively seeking the the continued growth of mobile networks, especially expansion of network coverage to the poorer provinces.

Mobile phone manufacturer Samsung has stated that Vietnam is the fastest-growing market for its products and services...sales have increased over 40% year on year. There is significant competition from all major handset manufacturers - Samsung, Siemens, Nokia and Motorola.

CDMA cellular service in Vietnam is going to be significant with SK Telecom providing the technological expertise and Samsung and LG Electronics providing the marketing muscle.

GLB ...