Page 43 - Market Analysis Report of Optical Communications Field in China & Global market 2023

growth. network is 83 billion yuan, and it is expected to open a total of
Among them, in terms of industry digitization, DICT's revenue 1.645 million 5G base stations by the end of 2023.
increased by 38.8% year-on-year, reaching 86.4 billion yuan;
Big data revenue increased by 96.1% to 3.2 billion yuan; 5G China Telecom
private network revenue increased by 107.4% to 2.6 billion According to China Telecom's annual report, in 2022, China
yuan. In terms of personal and family digitalization, the income Telecom's operating revenue was RMB 475 billion, a year-on-
of smart home value-added service increased by 43.4% year on year increase of 9.4%, including service revenue of RMB 434.9
year, reaching 29.7 billion yuan; Digital content revenue and billion, a year-on-year increase of 8.0%. Excluding the impact
financial technology revenue increased by 27.2% and 79.9% of the sale of subsidiaries in 2021, the year-on-year increase
respectively. reached 8.1%, maintaining growth for ten consecutive years.
In terms of 5G network construction, China Mobile has deeply The net profit attributable to shareholders of the listed company
promoted the co construction and sharing of the 5G network was RMB 27.6 billion, a year-on-year increase of 6.3%. The
with China Broadcasting and Television, focusing on creating net profit attributable to shareholders of the listed company
a base network in the 700MHz frequency band, accurately after deducting non recurring gains and losses was RMB 27.2
constructing the 2.6GHz and 4.9GHz frequency bands, and billion, an increase of 8.6% year-on-year, and the basic earnings
orderly promoting indoor coverage construction, achieving per share was RMB 0.30. The capital expenditure is RMB 92.5
continuous coverage in urban areas, counties, and towns billion.
nationwide, and building the largest 5G SA network, further In 2022, China Telecom's mobile communication service
expanding the leading advantage of 5G. In 2022, the total revenue continued to maintain good growth, reaching RMB
investment in 5G network was 96 billion yuan, with a total 191 billion, a year-on-year increase of 3.7%. The penetration
of 1.285 million 5G base stations opened, including 480000 rate of 5G package users reached 68.5%, and the contribution of
700MHz 5G base stations. The service provided to 330 million mobile value-added and application value continued to increase.
5G network customers and helped the 5G industry apply in The ARPU of mobile users reached RMB 45.2, an increase
multiple segmented fields, effectively supporting the growth of of 0.4%; The revenue from fixed network and smart home
public market traffic consumption and empowering thousands services reached RMB 118.5 billion, a year-on-year increase
of businesses in the government and enterprise markets. of 4.4%. The penetration rate of gigabit broadband reached
According to the financial report, China Mobile has provided a 16.8%, and the number of WiFi and Tianyi Watcher users in
total of 2.94 billion connections, ranking first. The connection the whole house increased by 45.8% and 52.7% respectively.
of things is growing rapidly, with the number of connections The contribution of smart home business value continued to
of things surpassing that of people. At the same time, China increase, and the comprehensive ARPU of broadband reached
Mobile continues to lead 5G technology innovation, leading a RMB 46.3, an increase of 0.9%; Customer comprehensive
total of 197 international 5G standards and ranking first among satisfaction continues to maintain industry leadership.
global operators, accelerating the evolution of 5G technology China Telecom focuses on the application scenarios of the
towards network intelligence, synesthesia integration, and 5G industry. In 2022, it has developed nearly 15000 5G 2B
heaven earth integration. commercial projects, with over 8000 new projects added in
China Mobile continues to increase investment in building 2022, fully unleashing the new momentum of vertical industry
computing power networks. In 2022, China Mobile optimized transformation. In 2022, the company's industrial digital
the intensive hierarchical layout of "4+N+31+X" (4 hotspots+N revenue reached RMB 117.8 billion, a year-on-year increase
central nodes+31 provincial-level nodes+X edge nodes), with of 19.7% for comparable caliber 5. Tianyi Cloud's revenue
467000 IDC racks available externally, a net increase of 60000; reached RMB 57.9 billion, a year-on-year increase of 107.5%,
Strengthen the collaborative development of cloud and network and network security service revenue reached RMB 4.7 billion,
edges, promote the rapid increase in the scale of diverse a year-on-year increase of 23.5%.
computing resources, and improve the high-speed intelligent In 2022, China Telecom added 1.7 EFLOPS of Tianyi Cloud
connection of computing networks. With a total of over 710000 computing power, with a total computing power scale of 3.8
cloud servers put into operation, a net increase of over 230000, EFLOPS, an increase of 81% year-on-year; Build a four level
the computing power scale has reached 8.0EFLOPS, a net AI computing power covering the whole country, including
increase of 2.8EFLOPS. China Mobile stated that it plans to "whole network, region, edge, and end", create an intensive AI
invest 45.2 billion yuan in computing power networks in 2023, capability center, achieve unified scheduling of AI computing
an increase of 11.7 billion yuan compared to 2022, and plans to power, algorithms, and data, and gather over 5000 algorithms
add over 240000 cloud servers. and hundreds of scenario based solutions; Actively responding
The period from 2020 to 2022 marks the peak of China to the national strategy of "counting from the east to the west",
Mobile's 5G investment. It is expected that the company's focusing on increasing the layout of eight major hub nodes.
capital expenditure will decrease to 183.2 billion yuan in Currently, it has more than 700 data centers and more than
2023, and the proportion of capital expenditure to revenue will 3000 edge DCs, with 513000 IDC racks and a utilization rate
continue to decline. Among them, the capital expenditure of 5G of over 70%. IDC resources are the most abundant and widely

41