GLG News by Wireless Service Expert (China)

Lin SunConsultantSelf Employed

Has WCDMA Turned the Corner?

June 13, 2011

China Unicom's WCDMA subscribers rose 1.8 million in April, two months in a row. By the Chinese norm, 1.8 million a month is a small feat compared with 5.2 million a month for 2G and China Unicom still lags behind China Mobile by a large gap as the latter also saw a jump in its TD-SCDMA customers during March-April. In other words, the growth for WCDMA is not exceptional and could be just seasonal. On the whole, 3G in China is still a drag with a meager 7.5% of total cellphone population.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Reliance mast, or tower sale now back on cards.

May 31, 2011

Analysis of:Reliance mast sale on the cards, as FY results mixed | www.mobilebusinessbriefing.com

Having just announced final year figures, with flat revenues and profits down 71.1 per cent, Reliance also declared that depreciation and finance costs had significantly increased.The previously announced sale of its Tower unit, Reliance Infratel which had been put on hold, is now back on the cards as it faces continuing high levels of debt, especially as Reliance can no longer draw down on its China Development bank financing.Interested parties, already chosen, can now start Due Diligence.

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.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Impact of Japanese component shortages limited

March 21, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

The impact, in the short term, of the recent disaster in Japan will be limited as only certain sets of components are directly sourced from Japan nowadays.Those components affected include high capacity Li-ON batteries (for laptops, notebooks and tablets) and lower down the component value chain items such as glass substrate for LCD panels.A lot of other components such as CPUs, graphics chips, wireless chips etc are now all sourced to a greater extent from China and Taiwan.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Cell site Tower rationlisation on its way?

March 21, 2011

Analysis of:AT&T Acquiring T-Mobile For $39 Billion; Let The Scrutiny Begin | moconews.net

Over the weekend AT&T sent out an email to T-Mobile USA, we want to buy your network.One of the many benefits of the merger will be the rationalisation of cell sites and hence a reduction in ongoing Opex of both sites and backhaul.While AT&T is looking to gain additional sites to fill in holes, duplicated sites are a good candidate for a reduction in the numbers needed. This will have a knock effect for tower operators, where the sites are not owned by either AT&T or T-Mobile.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Pressure on Sprint as AT&T buys T-Mobile USA

March 21, 2011

Analysis of:T-Mobile USA Sold to AT | www.cellular-news.com

While everyone had been expecting a Sprint - T-Mobile USA merger, AT&T shows it has the money in the bank to snap up T-Mobile's US network and customers, so moving it up to the number one spot.The question now, does Sprint buy the small guys or does Verizon buy Sprint? To understand this however you need to see why AT&T jumped when it did, Spectrum!AT&T needed T-Mobile for a) spectrum, b) cell sites and c) customers and T-Mobile did not have the money to fund a LTE roll out in the next 5 years.

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.

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