GLG News by Wireless Service Expert (China)

Bruce ZhouManaging DirectorFOP (China) Retail Consulting 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Li-ning plans lay-offs

February 10, 2012

The chinese sportswear outfit regroups

Lin SunConsultantSelf Employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

China: Ten Years after WTO

February 7, 2012

When China joined the World Trade Organization in late 2001, it pledged to open its vast telecom market to foreign investment. Ten years later, the market has remained closed and static. China succeeded in tricking the world to its advantage;Kudos to the Middle Kingdom game master. What can we do now?

Lin SunConsultantSelf Employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Will 2012 be a bad year for LTE in China?

January 18, 2012

It doesn’t look like 2012 will be LTE’s year for hitting the big time in China. More testing is needed, especially for terminals and chipsets, and China Mobile does not want to give the impression that LTE will replace TD-SCDMA, the ill-fated 3G service. Overall, LTE will become a test for China Mobile’s new strategy, as the operator is anxious to maintain growth.

Lin SunConsultantSelf Employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Chinese mobile: 2012 outlook

December 28, 2011

Chinese mobile operators will face a tough year in 2012. Diminishing profit and increased government oversight and public scrutiny all look to be issues in a slowing economy. Furthermore, the industry’s momentum has leveled off. As the market continues to diversify, the three operators will head in somewhat different directions. China Mobile, which once dominated mobile service, is caught between a losing battle in 3G and an uncertain outlook for LTE. Its two main competitors are struggling in their own entanglements.

Lin SunConsultantSelf Employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

China's NFC Conundrum

December 6, 2011

Handset payment (NFC) began in China with a great promise but it has turned to a muddle exacerbated by standard scuffles, security concerns, tensions between mobile operators and banks and a largely cash-based culture.

Lin SunConsultantSelf Employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Is LTE a game-changer for China Mobile?

October 25, 2011

China Mobile (CMCC) is testing TD-LTE in six cities and the initial results appear good. However, the operator wants to run more tests before commercial service begins, especially for things like terminals (handsets and data cards) and bandwidth-demanding apps such as video and security. These preliminary stages can take longer than expected, given the large number of equipment vendors and terminals involved.

Lin SunConsultantSelf Employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

iPad sales sputtering in China

October 18, 2011

Apple recently began sales of iPad 2 in China, but the lukewarm reaction dampened the company’s hope to cash in on a huge consumer market. Why did a device that has taken the U.S. by storm lose its charm in China? The steep price is a major hurdle. The sticker price of almost 5,000 yuan ($785) is nearly two months pay for a white-collar worker. What else?

Lin SunConsultantSelf Employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Huawei Turns to Enterprise Market, Again

September 14, 2011

Huawei Technologies, the second largest enterprise equipment maker worldwide (after Ericsson), says its enterprise business is showing “strong growth” this year. Midyear sales surpassed $1.5 billion and the company is on its way to a projected $4 billion for 2011, according to a senior executive for the division. Late last year, Enterprise Business Group was set up as a separate division, a sign of Huawei (re)turning to the sector.

Lin SunConsultantSelf Employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Chinese wireless operators: Midyear review

September 7, 2011

A closer look at the numbers at the major Chinese wireless operators.

Lin SunConsultantSelf Employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

What Will LTE Bring for China Mobile?

July 24, 2011

China Mobile’s plan to build TD-LTE networks has generated a lot of interest lately. The news came when the operator is trapped in TD-SCDMA after hefty investment, but new questions arise as to whether LTE will become a new driver. At this time, no one really knows, not even CMCC leadership. Here are some of my thoughts.

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