April 09, 2010

Reunification Watch: China-Taiwan Telecom Tie Up


China Mobile and Taipei based Far EasTone signed a memorandum of understanding to develop a TD-LTE (time-division long-term evolution) network on Taiwan and cooperate in 4G applications and supply chain including Softbank, Vodafone, and Verizon. The move is part of the opening of Taiwan's telecom sector to mainland investment that began some months ago....

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October 05, 2009

BEIDOU (COMPASS) Set to Join Ranks of GPS, GLONASS, GALILEO


China's global navigational satellite system Beidou-2 is on target for a 2012 start with 12 satellites. The complete system is expected by 2020 with 30 space vehicles in geostationary, inclined and middle earth orbits. Beidou or COMPASS is a Chinese answer to GPS and the older GLONASS navigational systems controlled by the militaries of the USA (GPS) and Russia (GLONASS). Most of the world relies on the American GPS system but the EU is far along with the development of GALILEO. The addition of a Chinese alternative will significantly impact the commercial environment for all the applications of navigational satellite technology. Expect a lot of changes and opportunity in telecom and other related industries over the medium to long term....

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August 27, 2009

China Mobile's Tour of Inspection to Taiwan


Wang Jianzhou, the Chairman of Hong Kong and New York listed China Mobile (NYSE: CHL) is making an emperor-like inspection tour of Taiwan and has met or will meet soon the heads of all Taiwan telecom and high tech majors (Chungwha Telecom, Acer, HTC), signed agreements to develop 4G technologies, and a contract with Taiwan pop star Jay Chou to be the company's spokesman. And a meeting with Taiwan vice economic minister may occur. China Mobile is still waiting for Taiwan's approval to acquire a stake in Far EasTone Telecom. The company is also not denying that it is pursuing a domestic Shanghai share listing next year to raise more funds. China Mobile is the largest cell phone company in the world in number of subscribers....

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August 13, 2009

Unicom Apple iPhone Deal On


According to reports today China Unicom (NYSE: CHU) ordered iPhones valued at nearly $1.5 billion (US dollars) and will make the iPhone officially available to its subscribers in September. The iPhones will use standard WCDMA with 3G connectivity.....

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August 07, 2009

Battle for China 3G Market Heats Up


China Mobile (NYSE: CHL), the world's largest mobile phone operator, and Lenovo (formerly IBM PC unit) will begin sales next month of the "O" Phone - a Chinese version of the iPhone that uses the China developed TD-SCDMA 3G standard. Details on the "O1" can be found at the link.

China Unicom (NYSE: CHU) and China Telecom (NYSE: CHA) offer 3G services that use international standards and handsets. Executives of Apple are in China this week to negotiate the long anticipated debut of the iPhone in a partnership with China Unicom....

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July 13, 2009

CHL, CHU Choose ERIC for 2G/3G Expansion


Swedish telecom major Ericsson (ERIC) will supply equipment and services to China Mobile (CHL) and China Unicom (CHU) in agreements valued at $1.7 billion (US). China Mobile will roll out using China's homegrown TD-SCDMA standard and China Unicom will expand coverage and services for GSM/WCDMA.....

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April 30, 2009

Ma's Efforts Bear Fruit


The Taiwan stockmarket rose over 6% on the news of the biggest ever China-Taiwan business deal: China Mobile will buy a 12% stake in Far EasTone Telecommunications, Taiwan's third largest telecom firm in a deal worth over half a billion (US) dollars. The news accompanied the decision (allowed by Beijing) for Taiwan to participate in the WHO governance body meeting opening the door to Taipei's decade long quest to join the UN organization. Analysts at Goldman Sachs are so buoyed by the progress of Taiwan's slow but inexorable peaceful reunification with the motherland that they added an extra percentage to their growth forecast's for the Taiwan economy this year....

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January 05, 2009

China 3G License Selection


According to leaks, the new 3G licenses for Chinese mobile phone operators will be WCDMA for China Unicom, CDMA2000 for China Telecom, and China's native TD-SCDMA standard to China Mobile. Speculation is China Mobile could see slower growth given the unproven technology.

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December 17, 2008

Apple Plans 2009 iPhone Launch in China


Apple may begin offering the iPhone in China sometime next year according to reports using China's home grown TD-SCDMA standard and possibly China Mobile as the carrier. China Mobile has well over 300 million subsribers so this could be big news for Apple.

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November 13, 2008

China Mobile Awards Equipment Deals for TD-SCDMA Rollout


ZTE and Huawei are the biggest single winners of China Mobile's equipment bids but Datong, Nokia Siemens, Poterio, and Ericsson all got substantial pieces of the TD-SCDMA network development. The aim is to build 23,000 base stations and cover 28 additional Chinese cities in time for commercial operation mid 2009.

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September 17, 2008

China Tech Stocks Update

Courtesy Seeking Alpha blog.

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