Table of Contents
Executive summary ........................................................................... 3
New networks, new content new opportunities............................ 4
Operator success criteria in one word: vision ................................ 6
The global context and China’s current MVAS story ................... 11
Focus section: China’s predecessors ............................................. 19
Focus section: iPhone vs. OPhone ................................................. 28
The Internet names and the 3G opportunity................................. 37
Other Internet names ...................................................................... 45
Appendix A....................................................................................... 47
China Mobile .................................................................................... 52
China Telecom ................................................................................. 64
China Unicom................................................................................... 74
Tencent............................................................................................. 82
Baidu................................................................................................. 90
Shanda.............................................................................................. 96