China leads M2M growth, IPTV subscriber market (and global cybersecurity fears)

Despite growing cybersecurity concerns regarding China; the country can’t be stopped in terms of pushing technological boundaries – leading both global M2M growth and IPTV subscribers.

Throughout the second half of 2012, the number of cellular Machine-to-Machine (M2M) communications increased nearly 5.5 million. To put this in perspective; that’s the same amount as the UK had in total by the end of last year.

This places...

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 does lend a heavy hand in things like...

By Dr Lin Sun, 08 July 2013, 0 comments. Categories: China, Consumers, Licensing, LTE, Mobile, Smartphones.

“LTE-Advanced” Galaxy S4 on the way, users ready for 4G switch

The latest research shows many customers can’t wait to switch to LTE and have capable devices in preparation; however Samsung, looking to get ahead of the pack, is introducing a refreshed Galaxy S4 in South Korea supporting LTE-Advanced.

Users outside of the country aren’t likely to utilise the “advanced” iteration for some time, so we’ll dream of its theoretical capabilities for now.

The standard by 3GPP should offer a download speed up to 3Gbps and upload speeds of...

By Ryan Daws, 18 June 2013, 0 comments. Categories: China, Devices, Industry, Infrastructure, LTE, Marketing, Mobile, Smartphones.

China and Taiwan to issue LTE licenses in 2013, but not without controversy

The Chinese press recently reported that sources “close to the Ministry of Industry and Information Technology (MIIT)” have stated that the MIIT is planning to issue TD-LTE licenses to all three Chinese MNOs – China Mobile, China Unicom, and China Telecom. The licenses are expected to be issued in 2013. However, the problem is that only China Mobile wants a TD-LTE license as it is a natural evolution from its TD-SCDMA air interface. Issuing China Mobile with a TD-LTE license as early as this year would also...

By Ovum Research, 13 June 2013, 0 comments. Categories: China, Industry, Licensing, LTE, Operators, Smartphones.

Chinese hackers breach Google to reveal US spy data

Chinese hackers gained access to “years worth of US law enforcement and spy data” in a breach of Google’s servers back in 2010, according to a report.

Official response from Google at the time said the hackers were after “human rights activist information”, where in fact US officials actually say they were after a sensitive database.

At the time a dispute was raised between Google and the FBI stemming from distrust for making no reference to the possible hacked database.

It now...

By Ryan Daws, 21 May 2013, 0 comments. Categories: China, Google, Security.

Top 3 mobile service innovation demands in China

The essential components of the mobile Internet -- network, device and application -- are all undergoing changes, along with the ongoing evolution of mobile communication industry. Today, mobile devices increasingly meet various demands for communication, entertainment, learning, living, working, and access to innovative m-commerce applications. They also enhance people’s sense of hearing, sight and touch; expand the breadth and depth of communication; and speed up the transformation of people’s...

By David H. Deans, 10 May 2013, 0 comments. Categories: China, Infographic, Mobile, Operators.

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 the meantime, China Mobile will...

By Dr Lin Sun, 08 May 2013, 0 comments. Categories: China, Infrastructure, LTE, Mobile, Operators.

Watch these Chinese optical transceiver vendors

Summary

The recently published Ovum report, China Is Hotbed for OC Industry Change, highlights Chinese optical component supplier growth, the drivers leading to their ascension, and the problems transceiver vendors are facing. The analysis identifies Accelink (WTD), Hisense, and Innolight as the highest-rated Chinese transceiver vendors. Although they were rated below global leaders, Ovum believes they can disrupt the status quo. Single-mode transceivers for data centers represent the next big opportunity; we...

By Ovum Research, 03 May 2013, 0 comments. Categories: China, Devices, Industry, Telematics.

Huawei snaffles major LTE deal with Wind

Huawei, the major Chinese operator, has been picked by Italian mobile operator Wind to lead the charge for a €1bn (£854.1m) network based on LTE.

As reported by Bloomberg, Wind expects to build the infrastructure, with Huawei and network engineering firm Sirti, for the network over five years. The move could be seen as something of a coup for both players, given that Wind is currently the third largest mobile operator in Italy.

Wind competes with Vodafone Italy and Telecom Italia, having been the...

By James Bourne, 15 April 2013, 0 comments. Categories: Big Data, China, Infrastructure, LTE, Networks.

Is China going to become the number one M2M power?

A new report from Pyramid Research has detailed how China is set to overtake the United States as the world’s largest cellular machine to machine (M2M) market in the coming years.

The report, entitled “Cellular M2M Connections: An Analysis of Growth Drivers, Market Segments and Operator Approaches”, revealed that China’s overall M2M device volumes stand at 45m for 2013, rising to 138m total subscriptions by 2017 – 8.5% of all cellular...

By James Bourne, 12 March 2013, 0 comments. Categories: China, M2M, Research.

China’s Internet giants begin their switch to mobile

Shiv Putcha, Principal Analyst, ConsumerTechnology industry watchers are accustomed to looking at Silicon Valley tech giants such as Google and Facebook as the market leaders. However, Chinese Internet players have now established a serious presence, and Baidu, Tencent, Alibaba, and Sina have already broken into the global top 25 in terms of market capitalisation. Although it is largely protected from foreign players such as Facebook, Google, and Twitter, the Chinese market for Internet services is still fiercely competitive,...

By Ovum Research, 20 February 2013, 0 comments. Categories: China, Mobile, Operators.

Research shows importance of developing smartphone market

Two separate pieces of research from Nielsen and Canalys have shown how the BRIC (Brazil, Russia, India, China) market is going to explode in terms of smartphone development.

The key takeaway from the Canalys report was that China’s smartphone market is growing at such a rate that it will be nearly double the size of the US market this year, and the advice to operators is: make hay while the sun shines in emerging markets, before your competition gets there first.

Canalys predicts that China will absorb...

By James Bourne, 18 January 2013, 0 comments. Categories: China, India, Research, Smartphones.

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.