GLG News by Wireless Service Expert (China)

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Web Block plan misses the point - technology will overcome!

March 20, 2010

Analysis of:ISPs, publishers and academics voice outrage at web-block plan | www.businessweek.com

There are 2 thoughts and drivers behind the web block plan,- copyright holders, typically Hollywood, who see this as a cheap way to help prevent revenue loss in the short term. It will not generate new revenue, they have gone beyond that point.- child protection organisations who see this as a means of getting legislation in place through the backdoor that gives them additional powers to prevent children accessing unsuitable material. Good idea, wrong legislation.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Web Block plan misses the point - technology will overcome!

March 18, 2010

Analysis of:ISPs, publishers and academics voice outrage at web-block plan | www.businessweek.com

There are 2 thoughts and drivers behind the web block plan,- copyright holders, typically Hollywood, who see this as a cheap way to help prevent revenue loss in the short term. It will not generate new revenue, they have gone beyond that point.- child protection organisations who see this as a means of getting legislation in place through the backdoor that gives them additional powers to prevent children accessing unsuitable material. Good idea, wrong legislation.

Lin SunConsultantSelf Employed

Is HSPA A Boost for 3G?

March 11, 2010

The Year of the Tiger, which purports vigor and valor by the legend, has not turned out a winner’s zodiac but more like a prowling cat looking for its prey, as long as 3G is concerned. And this time, China Mobile is not alone. In January, by the lunar calendar, January was still in the Year of the Bull, 3G is anything but bullish. For the month, China Mobile reports adding 3.9 million TD-SCDMA customers, less than last December. Meanwhile, China Unicom added a meager 850,000 WCDMA customers.

Lin SunConsultantSelf Employed

Will A New Cable Company Work?

March 7, 2010

The Chinese government says a to-be-named cable TV company will help facilitate “moderate” competition in a new landscape of “network convergence (NC).” An official from MIIT is quoted as saying the new company, expected to be a holding entity, is a another step to “explore” convergence that suits China, to “speed up” transformation of country’s telecom, broadcasting and Internet networks. The other intention is to put a “state-led entity” in control to prevent unruly competition.

Lin SunConsultantSelf Employed

Network Convergence: Hopes and Hurdles

February 8, 2010

Analysis of:Operator Strength and Weakness | tech.sina.com.cn

The State Council made a brief announcement in mid-January to begin network convergence, a topic that had floated for 15 years. The plan will take two steps. First, run trials during 2010-12 for “mutual” entry by telcos and broadcasters to “explore assurance for orderly development and policy framework.” Second, during 2013-15, expand experience from the trials to a full-blown physical convergence, the goal is to achieve a “proper competitive environment and a new efficient oversight system.”

Lin SunConsultantSelf Employed

Operator Capex for 3G – Update

February 7, 2010

Analysis of:Operator Strength and Weakness | tech.sina.com.cn

While capital expenditure by the Chinese operators will fall this year, the extent of decline is different from one company to another. The main reason: 3G technology and current conditions (network overage and service) require different investment strategy. This is particularly the case for China Mobile. Capex for the largest wireless operator will drop, but 3G spending will see little change because it needs to cover more cities and improve quality of service for better user experience..

Lin SunConsultantSelf Employed

Outlook for Huawei and ZTE

February 1, 2010

Analysis of:Operator Strength and Weakness | tech.sina.com.cn

Huawei Technologies and ZTE Corp. are the leading telecom equipment manufacturers. Both companies rose rapidly during the past decade for their aggressive sales in overseas markets. In 2009, they benefited from the surge in operator spending on 3G at home (see my separate posting). Huawei, for example, reported revenue from domestic sales passed $10 billion in 2009 or about 47% of total revenue, while share of overseas sales fell to 53% from 75% in 2008.

Lin SunConsultantSelf Employed

Operator Capex in 2010

January 31, 2010

Analysis of:Operator Strength and Weakness | tech.sina.com.cn

Capital expenditure by Chinese operators is expected to decrease this year after a strong surge in 2009. According to MIIT, the industry regulator, three operators spent a little over 160 billion yuan ($23.7 billion) on 3G in 2009, approximately 43% of total capex for the year. In other words, 3G was the single largest sector for capex, and it may have reached the peak.

Lin SunConsultantSelf Employed

Who’s the Winner in 3G? - Part One

January 31, 2010

Analysis of:Operator Strength and Weakness | tech.sina.com.cn

Contrary to the common belief, China is hardly a market economy, the government plays heavy hand directly or, in most times, behind the scenes. In our case, telecom operators cannot choose what 3G standard they use based on its technical merit and growth potential; it is, instead, decided by the government in the form of license. The government has the right to do so because it owns all operators;

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Google Nexus One sets baseline for Android handsets

December 30, 2009

Analysis of:Google's Nexus One Set for Jan. 5 Unveiling? | www.internetnews.com

Google, by bringing its own handset to market could be saying 2 distinct things.a) here is the phone you all thought we were going to make, now that we have done it you don't have to worry that we are going to compete in this marketplace - its all yours to get and produce real sexy devicesand/orb) here is how we think some of these brilliant new apps on Android should work, please go develop some more based on what you see here.

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