China Mobile: Shared Data Plans; OTT Replaces Voice& SMS


Some slides from the recent China Mobile 2013 Annual results (here).

Highlights:


>500,000 LTE base stations by the end of 2014
LTE Tariff build around data, with multi-device shared service plans
Voice and SMS/MMS revenues decline (-3.4%, -6.5% respectively) in 2013 to OTT services (while minutes of use are up by 3%)
767.2M subscribers, 191.6M in 3G
Mobile data traffic reached 526.8B MB