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 which is in tens of...

By Dr Lin Sun, 14 January 2014, 0 comments. Categories: China, MVNO, Networks, Operators.

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 RMB5bn (US$820mn) or about...

By Dr Lin Sun, 21 October 2013, 0 comments. Categories: China, Licensing, LTE.

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 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.

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.

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.

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.

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...

By Dr Lin Sun, 15 May 2012, 0 comments. Categories: Asia, China, Mobile, Wireless.

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 agency warns growth is slowing by...

By Dr Lin Sun, 13 February 2012, 0 comments. Categories: China, Cloud, Consumers, Entertainment, Mobile.

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 lineup will amp up smartphone...

By Dr Lin Sun, 12 January 2012, 0 comments. Categories: China, Devices, Industry, N America.

What is China’s outlook for an LTE 2012?

By Beijing correspondent Dr. Lin Sun

In a recent interview, Yang Hua, Secretary General of TD-SCDMA Alliance, called for a “pre-commercial” LTE service in 2012, right after second phase testing, referring to the term used in China for service to a small number of customers before it opens to the public.

Unfortunately, it appears his wishes, along with the members of the group that...

By Dr Lin Sun, 03 January 2012, 0 comments. Categories: China, Industry, LTE.

Beijing Correspondent: China's journey into the broadband elite

By Beijing Correspondent Dr Lin Sun

In early 2011, China Telecom (CTC), the largest fixed-line operator, launched “Broadband Country-Op-Net Cities.” The goal was a ten-fold increase in download speed to 20Mbps in most urban households and 100Mbps for most businesses by 2015.

The plan is quite bold given the reality that most access today is DSL at about 1-2Mbps and many old buildings are not pre-wired for FTTH...

By Dr Lin Sun, 07 December 2011, 0 comments. Categories: Broadband, China, Consumers, Fiber Optic.

What do we really know about Huawei?

By Dr Lin Sun, Beijing Correspondent

It appears nothing can stop Huawei’s progress; despite an inquiry by the US Congress to investigate any possibility of Chinese government sponsored “espionage” by Huawei and ZTE.

Earlier this year, the US government blocked a bid by Huawei for a national LTE project on security concerns. It is the latest of several setbacks to...

By Dr Lin Sun, 23 November 2011, 0 comments. Categories: China, Devices, Industry, N America.

Beijing Correspondent - Special Report - LTE for China

Specia Report By Dr Lin Sun, Beijing Correspondent

At ITU Telecom World show in late October, China Mobile unveiled a multi-band smartphone. The ZTE phone is powered by an MTK chipset and runs on Android OS. It is designed for TD-SCDMA and GSM networks for voice and TD-LTE for high-speed data service.

China Mobile is keeping quiet on the launch of TD-LTE service and the cost of LTE phones, but I’d suspect it is at least 10 months...

By Dr Lin Sun, 14 November 2011, 0 comments. Categories: China, Industry, LTE, Mobile, Networks, Operators.