BMI View: The Chinese telecommunications industry is the biggest in the world in terms of size and growth potential, with the 1.2bn mobile subscriptions representing only a penetration rate of 89.0%. There are substantial growth opportunities in rural regions, where markets are still untapped, and the arrival of 19 MVNO operators should catalyse competition for these lower value subscribers. In 2014, the key growth drivers for the Chinese mobile sector are expected to come from mobile VAS and 4G services. The Chinese government pledged to support develop ment of China's e-commerce sector and the introduction of 4G services in 2014 should mark the transition into a high - speed mobile era , which should drive mobile VAS . The 'Broadband China' strategy roadmap , unveiled in 2013 , should also boost broadband coverage and speed in urban and rural regions . There is however , downside to this bullish outlook due to the heavy investment burden in the telecoms industry, a capability that could weaken if the broader economy deteriorates.