2010年年末中国移动电话用户总数为8.59亿，3G用户总数为4710万；2011年7月，中国移动电话用户总数上升到9.3亿，其中3G用户总数达到8720万。

　　移动用户和通信数据流量的大规模增长，促使电信运营商必须不断进行网络优化和网络扩容。

　　2011年中国室外基站天线市场容量约178万套，同比增长26%；室内基站天线市场容量约1620万套，同比增长35%。中国室外基站天线市场竞争激烈，产品价格下滑幅度较大。本土基站天线厂商占据中国基站天线市场份额的85%以上。


　　2008年中国通信传输开始采用微波通信系统。在3G网络建设中，中国电信运营商加大对微波通信系统的采购。2010年中国微波天线市场容量为19万套，2011年在34万套以上。本土能生产高性能微波天线产品的厂商有四家：西安普天、盛路通信、摩比发展、广东通宇。

　　受益于智能手机、平板电脑、笔记本等移动终端市场的发展，2010年中国移动终端通信天线市场容量为10.8亿支。未来三年，中国移动终端天线市场容量平均增速将保持在15%以上。中国本土主要的移动终端天线厂商有：信维通信、硕贝德、杰盛康、昆山耀登等。

　　盛路通信（002446.SZ）生产基站和终端的所有类型的天线产品，以及6GHz-40GHz各频段微波天线产品，是本土实力最强的移动通信天线厂商。2011年上半年，受中国运营商投资进展缓慢等影响，盛路通信各类产品增速放缓。基站天线业务收入下滑4.4%，八木天线业务收入大幅下降17.4%，而前景看好的微波天线和室内终端天线的增速也仅为5.2%和6.8%。

　　摩比发展（0947.HK）30%以上的收入来自中兴通讯。2011年上半年，摩比发展的天线业务销售额为1.245亿元，减少约5.9%。其中，多频／多系统天线业务销售额为2,936万元，比2010年同期增长192.3%，主要是由于海外需求大幅增长。

　　西安海天天线（08227.HK）于2011年8月与三元达公司共同出资成立新公司，从事移动通信天线研发、制造和销售服务。2011年上半年海天天线收入为2724万元，同比增长39%，亏损减少至1421.5万元。

　　信维通信为中国当前唯一上市的专业生产移动终端天线的企业。在全球移动终端天线市场所占份额约1.3%，在中国移动终端天线市场中占约20%的份额。2011年上半年，信维通信收入为7252万元，仅增长10.5%，但综合毛利率上升到59%，主要由于信维通信剥离低毛利率的产品及客户。

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At the end of 2010, mobile phone users amounted to 859 million and 3G subscribers totaled 47.1 million in China. In July 2011, mobile phone users jumped to 930 million, including 87.2 million 3G subscribers.

The booming of mobile subscribers and communication data traffic promote telecom operators to continually optimize and expand their networks.

In 2011, China’s market capacity of outdoor base station antenna grew 26% YoY to approximately 1.78 million units; and that of indoor base station antenna approximated 16.2 million units, up 35% YoY. China’s outdoor base station antenna market witnesses cutting-throat competition and the product price slipped sharply as well. Domestic base station antenna manufacturers account for more than 85% of the market share in China.


In 2008, microwave communication system (MCS) was adopted in China’s communication transmission. In 3G network construction, Chinese telecom operators increased the procurement of MCS. In 2010, the market capacity of microwave antenna in China hit 190,000 units and rose to over 340,000 units in 2011. Four domestic manufacturers capable of producing high-performance microwave antenna are Xi’an Putian, Shenglu Telecommunication, Mobi Development and Guangdong Tongyu.

Benefiting from the development of such mobile terminals as smart phones, tablet PCs and laptops, the market capacity of mobile communication terminal antenna reached 1.08 billion in China in 2010. In the next three years, the average growth rate of the market capacity will be likely to maintain above 15%. Major local mobile terminal antenna providers include Shenzhen Sunway Communication, Shenzhen Speed, Shanghai Jesoncom and Kunshan Auden.

Shenglu Telecommunication (002446.SZ) is committed to producing all types of antenna products for base stations and terminals, as well as microwave antenna products with frequency range from 6GHz to 40GHz, and ranks as the most competitive manufacturer of mobile communication antenna of China. In H1 2011, affected by the factors like the slow investment progress of Chinese operators, the sales growth of Shenglu Telecommunication’s products slowed down. The revenue of base station antenna fell 4.4%, and that of Yagi Antenna dropped 17.4%, while the growth rate of the promising microwave antenna and indoor terminal antenna only touched 5.2% and 6.8% respectively.

More than 30% of revenue of Mobi Development (0947.HK) comes from ZTE. In H1 2011, Mobi Development achieved sales of RMB 124.5 million from antenna business, down 5.9%, of which the sales of multi-frequency/multi-system antenna business reached RMB 29.36 million, up 192.3% over the same period in 2010 which was mainly fueled by the substantial growth of overseas demand.

Xi'an Haitian Antenna (08227.HK) and Sunnada jointly established a new company in Aug. 2011 which engages in the R&D, manufacturing and sales of mobile communication antenna. In H1 2011, Haitian Antenna realized revenue of RMB 27.24 million, up 39% YoY and with loss decreasing to RMB 14.215 million.

Sunway Communication is the sole listed Chinese enterprise specializing in producing mobile terminal antenna. The company occupies about 1.3% of the global mobile terminal antenna market and around 20% of the domestic market. In H1 2011, the company’s revenue grew only 10.5% to RMB 72.52 million, while its consolidated gross margin rose to 59%, which could be attributed to the spin-off of its low-gross-margin products and customers.