TABLE OF CONTENTS
OVERVIEW 1
Catalyst 1
Summary 1
TABLE OF CONTENTS 2
LIST OF FIGURES 4
LIST OF TABLES 6
INTRODUCTION 9
Reasons to Purchase 9
Definitions 9
CHINESE INFORMATION TECHNOLOGY SERVICES INDUSTRY: ESTIMATED SPENDING ON IT 12
Overview 12
Estimated spending by technology segment 14
Estimated IT spending by channel 16
CHINA NETCOM GROUP CORP (HK) LTD 18
Budget overview 18
China Netcom Group Corp (HK) Ltd, estimated spending on IT 19
China Netcom Group Corp (HK) Ltd, estimated IT spending by channel 23
BAIDU, INC. 25
Budget overview 25
Baidu, Inc., estimated spending on IT 26
Baidu, Inc., estimated IT spending by channel 30
NETEASE.COM, INC. 32
Budget overview 32
NetEase.com, Inc., estimated spending on IT 33
NetEase.com, Inc., estimated IT spending by channel 37
TRAVELSKY TECHNOLOGY LIMITED 39
Budget overview 39
Travelsky Technology Limited, estimated spending on IT 40
Travelsky Technology Limited, estimated IT spending by channel 44
Travelsky Technology Limited IT contracts 46
TOM ONLINE INC. 48
Budget overview 48
TOM Online Inc., estimated spending on IT 49
TOM Online Inc., estimated IT spending by channel 53
CHINASOFT INTERNATIONAL LTD. 55
Budget overview 55
Chinasoft International Ltd., estimated spending on IT 56
Chinasoft International Ltd., estimated IT spending by channel 60
DRAGON CAPITAL GROUP CORP. 62
Budget overview 62
Dragon Capital Group Corp., estimated spending on IT 63
Dragon Capital Group Corp., estimated IT spending by channel 67
APPENDIX 69
Methodology 69
Further reading 70
Disclaimer 71
LIST OF FIGURES
Figure 1: Top companies in the Chinese information technology services industry, estimated
spending on IT ($m), 2009 and 2010 12
Figure 2: Top companies in the Chinese information technology services industry, estimated
spending by technology segment ($m), 2009 14
Figure 3: Top companies in the Chinese information technology services industry, estimated
spending on IT by channel ($m), 2009 16
Figure 4: China Netcom Group Corp (HK) Ltd, estimated spending by IT segment ($m), 2009 19
Figure 5: China Netcom Group Corp (HK) Ltd, estimated spending by IT sub-segment ($m), 2009 21
Figure 6: China Netcom Group Corp (HK) Ltd, estimated spending on IT by channel (%), 2009 23
Figure 7: Baidu, Inc., estimated spending by IT segment (%), 2009 26
Figure 8: Baidu, Inc., estimated spending by IT sub-segment ($m), 2009 28
Figure 9: Baidu, Inc., estimated spending on IT by channel (%), 2009 30
Figure 10: NetEase.com, Inc., estimated spending by IT segment (%), 2009 33
Figure 11: NetEase.com, Inc., estimated spending by IT sub-segment ($m), 2009 35
Figure 12: NetEase.com, Inc., estimated spending on IT by channel (%), 2009 37
Figure 13: Travelsky Technology Limited, estimated spending by IT segment (%), 2009 40
Figure 14: Travelsky Technology Limited, estimated spending by IT sub-segment ($m), 2009 42
Figure 15: Travelsky Technology Limited, estimated spending on IT by channel (%), 2009 44
Figure 16: TOM Online Inc., estimated spending by IT segment, 2009 49
Figure 17: TOM Online Inc., estimated spending by IT sub-segment ($m), 2009 51
Figure 18: TOM Online Inc., estimated spending on IT by channel (%), 2009 53
Figure 19: Chinasoft International Ltd., estimated spending by IT segment (%), 2009 56
Figure 20: Chinasoft International Ltd., estimated spending by IT sub-segment ($m), 2009 58
Figure 21: Chinasoft International Ltd., estimated spending on IT by channel (%), 2009 60
Figure 22: Dragon Capital Group Corp., estimated spending by IT segment (%), 2009 63
Figure 23: Dragon Capital Group Corp., estimated spending by IT sub-segment ($m), 2009 65
Figure 24: Dragon Capital Group Corp., estimated spending on IT by channel (%), 2009 67
LIST OF TABLES
Table 1: Definitions: IT segments and sub segments 10
Table 2: Definitions: channels 11
Table 3: Top companies in the Chinese information technology services industry, estimated
spending on IT ($m), 2009 and 2010 13
Table 4: Top companies in the Chinese information technology services industry, estimated
spending by technology segment ($m), 2009 15
Table 5: Top companies in the Chinese information technology services industry, estimated
spending on IT by channel ($m), 2009 17
Table 6: China Netcom Group Corp (HK) Ltd, IT budget estimates (%), 2009-10 18
Table 7: China Netcom Group Corp (HK) Ltd, IT budget by estimated entity (as % of overall IT
budget), 2009 18
Table 8: China Netcom Group Corp (HK) Ltd, estimated spending by IT segment ($m), 2009 20
Table 9: China Netcom Group Corp (HK) Ltd, estimated spending by IT sub-segment ($m), 2009 22
Table 10: China Netcom Group Corp (HK) Ltd, estimated spending on IT by channel ($m), 2009 24
Table 11: Baidu, Inc., IT budget estimates (%), 2009-10 25
Table 12: Baidu, Inc., estimated IT budget by entity (as % of overall IT budget), 2009 25
Table 13: Baidu, Inc., estimated spending by IT segment ($m), 2009 27
Table 14: Baidu, Inc., estimated spending by IT sub-segment ($m), 2009 29
Table 15: Baidu, Inc., estimated spending on IT by channel ($m), 2009 31
Table 16: NetEase.com, Inc., IT budget estimates (%), 2009-10 32
Table 17: NetEase.com, Inc., estimated IT budget by entity (as % of overall IT budget), 2009 32
Table 18: NetEase.com, Inc., estimated spending by IT segment ($m), 2009 34
Table 19: NetEase.com, Inc., estimated spending by IT sub-segment ($m), 2009 36
Table 20: NetEase.com, Inc., estimated spending on IT by channel ($m), 2009 38
Table 21: Travelsky Technology Limited, IT budget estimates (%), 2009-10 39
Table 22: Travelsky Technology Limited, estimated IT budget by entity (as % of overall IT
budget), 2009 39
Table 23: Travelsky Technology Limited, estimated spending by IT segment ($m), 2009 41
Table 24: Travelsky Technology Limited, estimated spending by IT sub-segment ($m), 2009 43
Table 25: Travelsky Technology Limited, estimated spending on IT by channel ($m), 2009 45
Table 26: IT contract: Travelsky Technology Limited - Unisys 46
Table 27: TOM Online Inc., IT budget estimates (%), 2009-10 48
Table 28: TOM Online Inc., estimated IT budget by entity (as % of overall IT budget), 2009 48
Table 29: TOM Online Inc., estimated spending by IT segment (%), 2009 50
Table 30: TOM Online Inc., estimated spending by IT sub-segment ($m), 2009 52
Table 31: TOM Online Inc., estimated spending on IT by channel ($m), 2009 54
Table 32: Chinasoft International Ltd., IT budget estimates (%), 2009-10 55
Table 33: Chinasoft International Ltd., estimated IT budget by entity (as % of overall IT budget),
2009 55
Table 34: Chinasoft International Ltd., estimated spending by IT segment ($m), 2009 57
Table 35: Chinasoft International Ltd., estimated spending by IT sub-segment ($m), 2009 59
Table 36: Chinasoft International Ltd., estimated spending on IT by channel ($m), 2009 61
Table 37: Dragon Capital Group Corp., IT budget estimates (%), 2009-10 62
Table 38: Dragon Capital Group Corp., estimated IT budget by entity (as % of overall IT budget),
2009 62
Table 39: Dragon Capital Group Corp., estimated spending by IT segment ($m), 2009 64
Table 40: Dragon Capital Group Corp., estimated spending by IT sub-segment ($m), 2009 66
Table 41: Dragon Capital Group Corp., estimated spending on IT by channel ($m), 2009 68
[Inhaltsverzeichnis ausblenden]