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

A stake of around 20% in China Unicom is up for sale as part of Chinese government national policy. Chinese media are reporting that the buyer or buyers could be one or more of China’s large Internet players: Alibaba, Tencent, or Baidu.

Highlights

  • The Super SMART player is the merger of a very large CSP that plays aggressively in five areas – services, management, applications, (customer) relationship, and technology – plus the internet.
  • The new outfit is deemed Super SMART because it vertically integrates the CSP's assets (network, large customer base, cash flow) with the services and platforms of the internet player.

Features and Benefits

  • Looks at speculation about Internet players buying into CSPs, as this is the first time this concept could become a reality.
  • Evaluates whether the CSP-OTT tie up will only become a reality in China, or whether we might see similar co-operation globally.

Key questions answered

  • What is driving the formation of a potential Super SMART player in China?
  • Will other Internet players, such as Google, also want to purchase stakes in CSPs, creating other global Super SMART players?

Table of contents

Summary

  • In brief
  • Ovum view
  • Recommendations

Market status

  • The 2025 roles of the operator revisited
  • The SMART operator in more detail

Market dynamics

  • About 20% for sale in Unicom; Alibaba could be a buyer
  • So what is a Super SMART player?
  • How would a Unicom Super SMART player work?

Market outlook

  • Internet players elsewhere won't see value in SMART players
  • The clash of cultures will be an enormous challenge

Appendix

  • Methodology
  • Further reading
  • Author

Recommended Articles

;

Have any questions? Speak to a Specialist

Europe, Middle East & Africa team: +44 7771 980316


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

US team: +1 212-652-5335

Email us at ClientServices@ovum.com

You can also contact your named/allocated Client Services Executive using their direct dial.
PR enquiries - Email us at pr@ovum.com

Contact marketing - 
marketingdepartment@ovum.com

Already an Ovum client? Login to the Knowledge Center now