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March 2, 2009
Two Chinese operators — China Mobile and China Unicom — awarded Nokia Siemens Networks (NSN) tenders worth Rmb7.6bn (US$1.1bn) to roll out networks in 2009. NSN will provide WCDMA networks for China Unicom in 11 provinces and TD-SCDMA and GSM networks for China Mobile.
In our February edition of the Asia-Pacific Telecom Insider, we highlighted the growing importance of China for Western vendors, especially when Western operators in more mature markets are announcing cutbacks and delays in infrastructure layouts. For instance, Vodafone Orange and T-Mobile recently announced they will delay their migration to LTE for at least two years. In response to such developments, Ericsson stated that it expects WCDMA to hold its ground until 2020 and may become able to achieve data transfer speeds of up to 100Mbps.
Chinese vendors have been dominating the bidding game that’s been taking place in their domestic market, winning 83%, 52% and 80% of the orders coming from China Mobile, China Unicom and China Telecom, respectively. But this latest win by NSN shows that the game is not yet over. In fact, this is a significant deal for NSN, which will not only generate revenue from the current agreement but will also be able to leverage its experience in building TD-SCDMA networks for China Mobile’s eventual upgrade to TD-LTE.
— Tae-Hyung Kim, Analyst
Related Content:
Capex in Asia-Pacific: Driven by 3G in China, Spending to Rise Despite Global Downturn
Telecom Insider published February 2009
This report analyzes the drivers that make investing in infrastructure imperative for operators in Asia-Pacific, economic downturn or not. It puts the revenue generated in Asia into a global context and looks at the plans for future Capex in both developed and emerging markets in the region. The report also discusses vendors and which ones will be able to gain market share during these trying times. Three case studies, on NTT Docomo, China Mobile and Bharti Airtel, focus on the Capex plans of the main players in Japan, China and India, providing metrics such as Capex as a percentage of service revenue.
Ericsson Expands GSM Relationships with China Mobile and China Unicom
Regional Perspective published May 2008
In this Perspective, Pyramid Research examines the broadening relationship between Ericsson and China’s two largest mobile operators, China Mobile and China Unicom. The number of mobile subscribers in China is anticipated to reach more than 1bn by 2012, and the vendor’s long history in China is expected to have a positive impact on network-related projects in the future.
Industry Restructuring to Create Two Competitors to China Mobile, Though It Will Remain Dominant
Regional Perspective published May 2008
Fixed to mobile substitution is a growing trend in the Chinese telecom market, thanks to decreasing mobile tariffs, attractive packages, improved quality of service and the additional capabilities that mobile devices provide when compared with fixed. In Part 1 of a two-part series, Pyramid Research focused on the effect of FMS on the Chinese market and its contribution to the new proposed industry structure the regulator is currently debating. Part 2 takes a closer look at the impact of the restructuring on the competitive landscape.
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