Orange and Baidu strike up smartphone partnership

By Emeka Obiodu, Principal Analyst, Telco StrategyFrance Telecom/Orange and Baidu, the leading Chinese-language Internet search provider, have signed an exclusive deal to co-develop a new mobile browser for emerging markets. The new browser will be designed for the Android platform and will be available in Arabic, English, and French across Orange’s footprint in Africa and the Middle East, starting with Egypt. While the new browser will offer enhanced data compression capabilities, the bigger story is that the...

By Ovum Research, 17 January 2013, 0 comments. Categories: Browsers, China, Operators.

Big brands are on MVNO alert in China

By Carrie Pawsey, Senior Analyst, Telco StrategyThe Chinese Ministry of Industry and Information Technology (MITT) recently announced that it has opened a consultation period to gauge whether mobile virtual network operators (MVNOs) should be allowed into the Chinese market. It has proposed a two-year trial period in which the three mobile operators have to take on at least two MVNOs each. The consultation period is 30 days and closes on February 6, 2012. The MITT hopes that the existence of MVNOs will increase...

By Ovum Research, 10 January 2013, 0 comments. Categories: Billing, China, Mobile, MVNO.

Huawei’s stock goes up and up as 2013 begins

End of year message from acting CEO reveals 2012 sales revenue in excess of $35bn (£21.8bn) and a net profit of approximately $2.4bn (£1.5bn)

It’s been an eventful 12 months for Chinese telecommunications vendor Huawei.

From becoming the largest worldwide vendor ahead of Ericsson in July, to being hauled in front of a US House Intelligence Committee for the potential use of spying codes in company equipment

By James Bourne, 07 January 2013, 1 comment. Categories: China, Operators, Security.

Google’s Android strategy has come undone in China

By Shiv Putcha, Principal Analyst, Emerging Markets

Besides Facebook, Google is the best example of a global Internet powerhouse that has essentially been blocked from entering the Chinese market in a fair and meaningful way. This dissonant trend is particularly noticeable in the case of Google due to the enormous success of its Android operating system in China.

With Google unable to drive the adoption of its popular services in China, Chinese Internet and over-the-top players have gained considerably at its...

By Ovum Research, 15 October 2012, 0 comments. Categories: China, Google, Operators.

West's 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 operators that HW and ZTE badly...

By Dr Lin Sun, 09 October 2012, 0 comments. Categories: China, Industry, N America.

Do Huawei and ZTE pose a cyber-espionage risk?

Chinese network equipment manufacturers Huawei and ZTE pose a security threat to the US and should be barred from any mergers or acquisitions in the country, an influential congressional panel has advised.

The report, expected to be released by the US House of Representatives’ Intelligence Committee later on Monday, said that the two firms had failed to demonstrate the absence of Chinese state or military influence in their operations. The firms failed to hand over documents relating to formal...

By Matt Henkes, 08 October 2012, 0 comments. Categories: China, Industry, N America, Smartphones.

Are foreign regulators discriminating against Huawei?

In the week that Huawei and ZTE denies being a threat to US national security, is it fair to say that Huawei is being discriminated against by overseas regulatory bodies?

According to Huawei’s Australia chairman John Lord, there were elements of disappointment and obfuscation when the Australian government banned the Chinese vendor from their $40bn+ NBN (National Broadband Network) in March this year.

Lord informed an Australian parliamentary intelligence committee of his worry that this would set a...

By James Bourne, 14 September 2012, 0 comments. Categories: China, Operators, Security.

Calix gets boost from Ericsson buy but still needs to earn global stripes

By Kamalini Ganguly, Analyst, Network Infrastructure, Ovum

On August 22, Calix announced that it was acquiring Ericsson’s fiber access assets.

It also struck a three-year partnership deal for Ericsson to resell and distribute Calix’s Unified Access Systems and software (augmented by Ericsson’s GPON EDA 1500), giving it access to Ericsson’s tier-1 customer relationships in 180 countries.

The deal will push Calix’s annual PON sales to more than $100m, for a rank of sixth in PON...

By Ovum Research, 06 September 2012, 0 comments. Categories: China, Europe, Fiber Optic, Infrastructure.

Can HTC go for the jugular in Chinese smartphone market?

Everyone’s getting used to struggling financial results from the telecoms industry these days due to the bleak economic outlook.

Announcing quarterly figures is akin to a death sentence, especially if the big companies find the going difficult.

Huawei posted strong sales revenue figures of CNY 102.7bn (£10.4bn), overtaking Swedish giants Ericsson through the first two quarters of 2012.

But despite this, they posted a 22%...

By James Bourne, 16 August 2012, 0 comments. Categories: Asia, China, Operators, Smartphones.

EMC’s deal with Lenovo is about China, not Cisco

By Tim Stammers, Senior Analyst, IT Infrastructure, Ovum

EMC has struck a deal with Chinese PC and server maker Lenovo. The most important elements of the deal are that Lenovo will resell EMC storage products in China, and EMC will provide Lenovo with technical help developing Lenovo’s x86 servers. The arrangement is likely to provide EMC with improved access to the Chinese market, and has parallels with EMC’s formerly successful resale arrangement with Dell.

It does not pose an immediate threat...

By Ovum Research, 14 August 2012, 0 comments. Categories: China, Cloud, Industry.