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.

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.

Huawei largest telecom equipment vendor, beats Ericsson

There’s been a sea-change at the top of the telecom equipment vendors market; Chinese manufacturer Huawei posted more sales revenue than Ericsson through Q1 and Q2 of 2012.

Huawei posted first-half sales revenue figures of CNY 102.7bn (£10.4bn), which was a 5% increase from this time last year.

In comparison, Swedish vendor Ericsson posted revenue figures of 106.3bn kronor (£9.85bn) for the first two quarters of this year.

Meng Wanzhou, Huawei chief financial officer, spoke of “moving...

By James Bourne, 25 July 2012, 0 comments. Categories: China, Infrastructure, Operators.

Is ‘dumping’ scandal aftermath starting to hit ZTE hard?

It hasn’t been the best of weeks for Chinese telecoms behemoth ZTE: not only are their profits down, but it’s been reported that up to 12,000 of their staff could lose their jobs as part of a cost-cutting exercise.

A piece by Marbridge Consulting, citing a source within the company, has claimed that ZTE has already made three rounds of cuts since February, with overseas workers very much at risk.

Staff have purportedly been sent a circulatory explaining the importance of localisation in tough...

By James Bourne, 16 July 2012, 1 comment. Categories: China, Operators, Wireless.

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” operator as a means to break through the...

By Dr Lin Sun, 02 July 2012, 0 comments. Categories: Broadband, China, Fiber Optic, Industry.

Broadband take-up passes 600m mark as China grows and grows

Figures prepared by UK-based analysts Point Topic and published by The Broadband Forum have revealed that worldwide broadband subscription has exceeded 600 million users.

The figure – which is more than the populations of the United States and Brazil combined and accounts for approximately 8.5% of the world’s population – was passed in the first quarter of 2012, according to the report.

This resulted in an increased subscriber base of over 16 million lines during the first quarter with Asia...

By James Bourne, 22 June 2012, 0 comments. Categories: Broadband, China, IPTV, Research.

China Telecom aligns with Ubitus for cloud gaming on smart TVs

China Telecom, the third largest telecoms provider in China, has today announced a partnership with cloud software provider Ubitus to create a cloud gaming service on connected TVs.

The Ubitus GameCloud will render processing-heavy games on the cloud into streaming videos, and will be compatible with connected TVs and set-top boxes enabling users to play games without the need for a console.

GameCloud is expected to be rolled out on October 1, with connected TVs expected to be in 53 million households by the end of 2013....

By James Bourne, 19 June 2012, 0 comments. Categories: China, Cloud, Smart TV.

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...

By Dr Lin Sun, 31 May 2012, 0 comments. Categories: China, Europe, Industry, Mobile.

EU anti-dumping investigation provokes China retaliation fears

News that the EU is planning to launch a huge 'anti-dumping' trade case against China, alleging that Chinese mobile manufacturers benefit from illegal government subsidies, has provoked only anxious reticence and stony silence among European tech leaders.

On Friday the Financial Times reported that the EU was poised to launch one of its biggest ever trade cases, citing claims that the commission had painstakingly gathered evidence over...

By Matt Henkes, 29 May 2012, 1 comment. Categories: China, Europe, Industry, Mobile.