GlobalData’s newest China mounted communication forecast reveals mounted voice and stuck broadband traces rising modestly, at CAGRs of 1% and 1.5%, respectively
In sum – what to know:
Gradual mounted companies income progress – Declining ARPU throughout voice and broadband companies limits market growth regardless of regular line progress.
Fiber to achieve 100% FTTH by 2030 – Authorities-backed fiber rollout retains China among the many world’s highest fiber-penetration markets.
China Cellular strengthens its lead – The service’s FTTH scale and adoption of 10G PON and AI instruments are serving to it maintain efficiency and buyer satisfaction.
China’s mounted communications market is about for minimal progress over the following 5 years, with complete service income rising at a compound annual progress price (CAGR) of simply 0.7% — from $303 billion in 2025 to $314 billion in 2030 — based on new figures from GlobalData.
The weak outlook is especially pushed by declining common income per consumer (ARPU).
GlobalData’s newest China mounted communication forecast for the third quarter of the 12 months confirmed mounted voice and stuck broadband traces rising modestly, at CAGRs of 1% and 1.5%, respectively. Nevertheless, sharp reductions in ARPU for each companies will weigh on general market income.
Residential mounted voice ARPU is anticipated to drop from $5.07 to $4.35 between 2025 and 2030 as cell and internet-based communications proceed to exchange conventional telephony. Residential broadband ARPU can be forecast to fall — from $31.10 to $29.53 — as a result of aggressive discounting by operators.
Pradeepthi Kantipudi, telecom analyst at GlobalData famous that fiber will proceed to dominate broadband subscriptions all through the forecast interval. The report additionally highlighted that government-backed growth of fiber networks has pushed FTTH penetration to roughly 99% of dwelling broadband traces in 2025, with full nationwide protection anticipated by 2030.
China Cellular will stay the nation’s largest mounted broadband supplier in 2025, adopted by China Telecom and China Unicom. China Cellular is anticipated to retain its management by 2030, supported by its robust FTTH footprint and continued upgrades to gigabit broadband. The operator’s integration of AI-enhanced community instruments and 10G PON deployments has additional improved service efficiency and consumer satisfaction, GlobalData added.
“China’s telecom operators are turning to new era fiber networks as a strategic device to stabilize and finally develop ARPU amid market saturation and intense value competitors. With fiber upgrades enabling multi-gigabit speeds and ultra-low latency, telcos can introduce premium broadband tiers, sensible dwelling bundles and enterprise grade digital options that improve consumer satisfaction and create alternatives for tiered pricing and bundled companies that elevate general income per family,” the analyst advised RCR Wi-fi Information.
