Catching up on somethings I printed (in June no less), I read this study by the Telecom Regulatory Authority of India comparing the finances of the telecom industries in China and India.
There a lot of interesting data, but some of their conclusions are amazing. For example, in comparing mobile operators' OPEX per subscriber, listed as China $4.73 and India $5.49, they offer just one potential explanation
Economies of scale ... could be one of the reasons for lower OPEX for Chinese companies.
Funny, my first thoughts were:
- India's substantially higher taxes on telephony
- India's extra bureaucracy - In ease of doing business China ranks 91 and India ranks 116.
- India's extra corruption, ranking 88 to China's 78.
China might have economies of scale, but that's the least likely explanation, as China Mobile and China Unicom operate with highly regional decision making.