Market Insight

China’s 1H16 Capex Conundrum

August 29, 2016  | Subscribers Only

Stéphane Téral Stéphane Téral Executive Director – Research and Analysis, Mobile Infrastructure & Carrier Economics

Want to learn more?
Have an expert contact you.

Earlier this year, in my 31 March 2016 research note Expect Deep Capex Cuts in China This Year, I reviewed the 3 Chinese service providers’ capital outlay for the current fiscal year and came to the conclusion that total telecom spending is expected to sink 18% this year. Though my view has not changed, the 1H16 spending pattern shows serious softness, illustrated in Exhibit 1, decoupled with hardware rollouts, shown in Exhibit 2.

Research by Market
Mobile & Telecom
Share facebook Twitter Google Plus Linked In Add This Contact Us