China takes on MVNO, shakes up telco market

In late December, MIIT, China’s telecom regulator, issued licenses to 11 non-telco companies as MVNOs (mobile virtual network operators), opening a new era in an otherwise rather monolithic market.

Given a large population and dissatisfaction of the incumbent telcos, MVNO represents a force of disruption and new energy for growth. MIIT estimates MVNOs could reach 50 million customers or 3% of China’s total cellphone population by 2015, and reap 1% of total mobile revenue...

Is LTE a mixed blessing for China Telecom?

China Telecom (CTC) is feeling the heat in LTE after rival China Mobile began massive TD-LTE construction with 200,000 base stations in more than 100 cities, so the third largest wireless operator ran its own LTE bid in early October for LTE TDD and FDD BTSs in anticipation that LTE license is immanent and its 3G service (CDMA EV-DO) does need a makeover in order to stay competitive and LTE is the only way to do it.

CTC did not reveal the value of the bid, but it is estimated at...

Countdown to China LTE Launch

Signs abound that China is very close to first LTE rollout as a license is expected in a few months.

This is certainly good news for equipment makers fighting off slowing capex and fierce competition.

China Mobile also stands to benefit from TD-LTE on its preemptive position; more important, the standard has the government behind.

The latter is crucial for commercial success. Of course the government is not always failsafe as we have seen in ill-fated TD-SCDMA, but it...

LTE in China: What to expect?

Construction of TD-LTE networks has accelerated as China Mobile is to launch the largest bid in 2013 for base stations. The plan calls for a total of 200,000 TD-LTE BTSs and prospective equipment makers are expected to submit their offer by June.

If everything goes as planned, LTE will be deployed in more than 340 cities but the focus is in some 100 major markets where demand for wireless broadband is strong.

China Mobile wants LTE to cover as many as 300 million people. In...

Wests perception of China to blame for Huawei & ZTE’s US troubles

TelecomsTech’s Beijing correspondent Dr Lin Sun says the latest move against Chinese telecoms manufacturers isn’t unexpected given the prevailing US mentality towards China and Chinese companies.

It is indeed bad news for Huawei and ZTE, he writes. It doesn't matter how accurate the allegations are. The conclusion will hurt the two companies in many aspects, and probably even in European markets. It raises more barriers to US entry, especially among the first tier...

Will China Mobile offer fiber-to-the-home?

Within a year, people in China could apply for fiber-to-the-home service from China Mobile.

No, this is not a typo. Reports say the largest wireless operator is within arm’s reach to receive a broadband license and is quietly gearing up construction of optical transport networks and access networks.

In late 2011, speculation began to circulate that the Ministry of Industry and Information Technology (MIIT) was reassessing the notion of “full-service”...

European Commission vs. China: “unlikely to turn to real havoc”

Following on from TelecomsTech's report on the EU anti-dumping investigation and alleging Chinese mobile manufacturers Huawei and ZTE benefit from illegal subsidies, here's our Beijing Correspondent, Dr. Lin Sun, with his take on the imbroglio.

 

 

It will be interesting to see how the Chinese government reacts to the EU's charges which I believe will be restrained albeit a few rounds of ruckus. The EU may have its own reason (rather than dumping) for the...

Why is China taking so long to implement 4G?

China, expected to be the largest market of TD-LTE, is sending out mixed signals: China Mobile demoed LTE of a sort in Hangzhou in March. After more than a year in testing, the event was intended to impress media and government officials. Meanwhile, Shenzhena in south China is rumored to launch LTE service in late May to a small number of customers.

You’d think LTE is in the offing, but China Mobile says more testing is needed for dual-mode terminals and chipsets. And there is...

The ups and downs of China.com

In the midst of economic downturn, the Internet is reveling in a mind-boggling boom in China: with huge numbers of customers that are the envy of online merchants and service providers around the world; and their spending keeps growing.

According to the China Internet Network Information Center (CNNIC), China had 513 million Internet users by the end of 2011, up 12% from a year ago, and 350 million of these used their cell phone to access the Internet, up 17%.

However, the...

Huawei grabs 2012 by the horns

In the latest effort to spur growth in the sluggish equipment market, Huawei has unveiled what it claims is the slimmest smartphone at CES 2012 this week. Ascend P1 S features 6.68mm in depth and 4.3-in capacitive screen.

The smartphone runs 1.5GHz dual-core CPU and new Android 4.0. Huawei plans to sell Ascend in North America, Europe and Asia-Pacific in April at an estimated retail price of $400 (possibly lower for operator subsidies or service plans). The company hopes the new...