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Lin SunConsultantSelf Employed

A Glazed Smorgasbord

May 8, 2011

In this posting, I will diverge from my usual errand but instead take a shot at Chinese stocks traded in the US exchanges (most on NASDAQ). Since most of the readers are keen on Chinese stocks, you may know since May 2010, overseas IPO has become viral in China, more than 30 companies have made the plunge, most of them small and carry an eye-catching hat, such as “green energy” and social media. This unusual surge has caught my attention.

Lin SunConsultantSelf Employed

Unicom’s Plight and Outlook

April 12, 2011

Recently, Chang Xiaobing, chairman of China Unicom, predicted 3G would see a “turning point” this year for rapid growth. His reason: smartphone and Internet access are the two main drivers. There is no secret that Unicom is in a better position with WCDMA platform and iPhone. Despite a promising outlook, Chang also suggested that his company could miss the opportunity if it should fail to fill the gap in smartphone and mobile Internet penetration, because rivals may run faster before Unicom.

Lin SunConsultantSelf Employed

News and Notes: CMCC, LTE and ZTE

March 20, 2011

The following is what has happened so far in March. Instead of lengthy analysis, I’ve decided to focus on some key areas you may have missed or of potential interest to you; and it is up to you to add opinion or draw conclusion. This way, you can have a better grip of ongoing trends in the largest telecom market.

Lin SunConsultantSelf Employed

The Smartphone Rush

February 17, 2011

The strong demand for iPhone 4 in China stunned everyone after cold reaction to iPhone 3G and 3GS. It is another sign that market runs not on senses but emotions. True, iPhone 4 is more powerful and Wi-Fi is definitely a plus, but it also costs more. In less than two months after debut, about 500,000 iPhone 4s were sold in China, more than 3GS sold in a year. Whatever the reason, the reality is iPhone 4 has run out of stock in China and anxious customers have to wait until shipment resumes.

Lin SunConsultantSelf Employed

Can LTE Boost China Mobile?

January 22, 2011

After some delay, China will launch TD-LTE this year. China Mobile (CMCC) plans to build trial networks in six cities including Shanghai and Guangzhou with an average 500 BTSs per city, large enough for commercial service. CMCC plans to spend 1.5 billion yuan ($225 million) for the project. In the meantime, MIIT, the government agency that regulates the telecom industry, has reportedly allocated a bandwidth of 50MHz between 2.5-2.6GHz, a spectrum very likely for future LTE service.

Lin SunConsultantSelf Employed

Is Government Behind Huawei?

December 9, 2010

After China gained WTO membership in 2001, the government no longer plays the “big daddy” or “spokesman” for equipment makers, whether big or small, but let them go by business rules and practices such as open bid. In fact, China began open bid for vendor selection even before joining WTO despite questions of fairness. Today, bids for large projects are a norm for foreign and domestic vendors using established criteria like technical specs, performance data, price and delivery.

Lin SunConsultantSelf Employed

Worry Signs of China Mobile

November 8, 2010

As 2010 is winding down, I have mixed feelings about China’s telecom industry, and some of the ill signs will likely spread to the next year. Growth will remain relatively robust given the country’s population base and the momentum propelled by a number of factors such as improved handset supply and falling price, smartphones, and further cut in service charge.

Lin SunConsultantSelf Employed

Smartphone Heat Up

October 10, 2010

After scuffles in netbooks, handset OSs and mobile apps, search for 3G success has turned to smartphone, which some believe could make significant impact in China because a good handset can spur usage, thus more app sales, higher data traffic and ARPU for operators; low-cost models will also entice more wavering customers. Overall, a smartphone can do a lot for its user, no matter what level he is at, a growth engine operators are looking for.

Lin SunConsultantSelf Employed

ZTE’s Goal for 2010

September 20, 2010

A smaller player than rival Huawei Technologies, ZTE is making steady progress on its own terms. The telecom equipment maker recently revealed its goal for 2010: sales to reach $15 billion (RMB105 billion), which looks like a tough call on the basis of midyear performance and increasing challenge at home and abroad. Only time will tell if the goal is deliverable, but the company seems confident under the new president.

Lin SunConsultantSelf Employed

3G at Crossroads

August 17, 2010

We are awaiting midyear results by the three Chinese operators which will be available in about a week. However, indications point to little excitement but moderate growth. While operators continue to add new customers, thanks to a large population, double-digit growth has become a thing of the past. One area that is dragging their feet is 3G.

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