GLG News by Wireless Services Experts (China)

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Femto cells - will 2011 be the start of a new trend?

January 19, 2011

Femto cells were long characterised as being the holy grail for users who want to get more speed and better coverage when at home.Now, with the elimination of some of the issues (interference, cost) we might just see operators looking to deploy femto on a network basis, not just for home use but also in the Enterprise as traffic demand increases.This is all about data off-load and now its getting serious, femto's in volume can offer a neat solution especially in dense metro areas.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Demand for mobile data drives up tariffs

January 19, 2011

Analysis of:10 per cent of users take 90 per cent of mobile data, say researchers | www.telegraph.co.uk

Its clear that in 2011 demand for mobile broadband will continue to outstrip network operator capacity and carriers will have to look to,a) increasing capacity by diverting capital spending into backhaulb) curtail 'all you can eat' data tariffsc) continue to monitor traffic type, especially video which forms the bulk of all trafficThe above also questions whether new technologies, such as LTE and the hype regarding peak achievable speeds, will ever deliver all that is being promised.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Common mobile phone charger to drive consumer products

December 31, 2010

Analysis of:A Common Charger for Mobile Phones Now Expected in Early 2011 | www.cellular-news.com

With the agreement at both Standards and Government level of a specification for a common mobile phone charger, this now opens up the opportunity for equipment and device manufacturers to streamline their design and production facilities and introduce new products across a greater range of mobile phones from many more manufacturers.This break through should drive revenues and improve margins to the predominantly Taiwan and Chinese based manufacturers.

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.

Bruce ZhouManaging DirectorFOP (China) Retail Consulting

Shanghai Disneyland Roll-out Kicks off in the Post-EXPO era

November 10, 2010

Analysis of:Shanghai Disneyland starts construction | www.chinadaily.com.cn

On Nov 5th, Shanghai government signed exuecutional contract with Walt Disney on the building of the 6th international and 2nd in China Disneyland. The first phase theme park will be located in the Pudong District - 20 KM from the Pudong Int'l Airport and 30KM from downtown, a space of 1 sq. km of the park and 4 sq. km supporting facilities such as hotels. Opening sometime between 2014-2015 it will bring in more than 10 billion RMB additional tourist revenue for Shanghai and the Disneyland.

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.

Bruce ZhouManaging DirectorFOP (China) Retail Consulting

Under Armour Likely to Enter China Market in late 2010/early 2011

October 11, 2010

Analysis of:Under Armour On road to recover | www.bloggingstocks.com

This US performance sports giant's China strategy has evolved from sourcing basis to market entry with test stores in China pretty soon. Market pulse from retail circle and industrial analyists/observers have picked up strong signs and plans for this company to form strategy and plans to 'knock on heaven's door'...

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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