skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration

Introduction

China Mobile is the biggest mobile network operator (MNO) in the world. It is also aggressively advancing its Internet of Things (IoT) strategy. This report examines China Mobile's current IoT technology and commercial strategy, and discusses its partnerships, strengths and weaknesses, and forward plans.

Highlights

  • China Mobile's IoT strategy is centered on increasing IoT connections and then leveraging the resultant scale to grow related IoT service revenues.
  • To achieve fast growth in IoT connections, the MNO earmarked RMB2bn ($318m) to drive down IoT module cost, especially NB-IoT modules. It is also investing in developing its own IoT platforms to accelerate enterprises' adoption of IoT. But the MNO has so far steered away from building its own significant in-house IoT application development capabilities.
  • China Mobile is focused mainly on smart cities and the energy, utilities, and resources verticals, but it has ambitions in the automotive, manufacturing and industry 4.0, and consumer electronics verticals. The MNO has so far found traction in smart parking, smart water services, and fleet management; its platform powers bicycle-sharing firm Mobike's global fleet.

Features and Benefits

  • Analyze China Mobile's commercial and technology strategies for IoT.
  • Identify China Mobile's partnerships and focus verticals.

Key questions answered

  • Where does IoT fit into China Mobile's organization?
  • What is China Mobile's IoT technology strategy?

Table of contents

Summary

  • Catalyst
  • Key messages
  • Ovum view

Recommendations

  • Recommendations for China Mobile
  • Recommendations for other market players

Key IoT KPIs, organization, and market approach

  • Key IoT KPIs
  • Where IoT fits into China Mobile's organization
  • IoT market approach

IoT technology strategy

  • Connectivity
  • Beyond connectivity

Verticals and customers

  • Vertical focus
  • IoT projects

Appendix

  • Methodology
  • Further reading
  • Author

Recommended Articles

  • Consumer & Entertainment Services

    Telco loyalty programs are about more than improving churn

    ByNicole McCormick 07 Mar 2018

    Loyalty programs have long been held as key to indirect monetization for the communications service provider. Upcoming research from Ovum has verified that notion – loyalty schemes improve Net Promoter Scores (NPS – a measure of brand perception) and can help improve churn. They can also lead to net additions growth and can even earn revenues for the operator.

  • Service Provider Markets

    5G is here – almost – with the launch of Verizon 5G Home

    ByMike Roberts 01 Oct 2018

    Verizon 5G Home is a milestone in the telecoms market because it is the first large-scale commercial launch of broadband services based on 5G technologies, albeit not on a fully standardized version of those technologies.

  • Consumer & Entertainment Services, Service Provider Technolo...

    When Netflix runs out of steam

    ByRob Gallagher 05 Dec 2018

    Never underestimate the power of one big idea – and one company's ability to deliver on its promise. But no single idea has infinite potential. Sooner or later, Netflix will need to look beyond the limits of its current business model.

;

Have any questions? Speak to a Specialist

Europe, Middle East & Africa team - +44 (0) 207 017 7700


Asia-Pacific team - +61 (0)3 960 16700

US team - +1 646 957 8935

Email us at ClientServices@ovum.com

You can also contact your named/allocated Client Services Executive using their direct dial.
PR enquiries - Call us at +44 788 597 5160 or email us at pr@ovum.com

Contact marketing - 
marketingdepartment@ovum.com

Already an Ovum client? Login to the Knowledge Center now