China Mobile is bang on Target to operate the World’s Largest TD-LTE network with over 700,000 4G BTS serving Mobile Broadband across China. China Mobile [CM] got a shot in the arm as the regulator delayed FD-LTE licensing and put forth a requirement that all 4G smartphones need to support TD-LTE. The company has been able to develop a successful TD-LTE smartphone supply chain with 50 4G smartphone models priced below Rmb 800 [There are over 100 TD-LTE 4G smartphone models commercially launched with prices below Rmb2,000 ]; It will maintain a lead in 4G smartphone supply with mature TD-LTE value chain. Continue reading China Mobile TD-LTE on Target for Big Leap in Data
China Mobile plans to roll out LTE coverage in over 200 cities with over 500,000 LTE base stations in 2014, well above that of China Telecom (CT) and China Unicom (CU) with 134,000 and 40,000 base stations, respectively to become the Largest 4G LTE Network in the World. Continue reading China Mobile 4G LTE Network to be Largest Globally by end of 2014
TD-LTE will be a key secondary global 4G standard and could get up to 30% market share, in line with the percentage of global spectrum allocated on an unpaired basis. Three key factors which suggest a much more bullish outlook for TD-LTE are as follows:
China Mobile has spearheaded the development of a global trade called the Global TD-LTE Initiative (GTI), led by the former head of the GSMA trade group. It stresses the telecoms world is moving toward a multi-frequency, multimode future. The rapid ramp-up in data traffic is forcing operators to Continue reading TD-LTE Data Gaining Ground Worldwide
China Mobile has initiated the registration process for its pre-commercial 4G / LTE in 13 cities within China. China Mobile indicated eligibility requirements for applicants: (1) has been China Mobile’s subscriber for over 1 year (2) ARPU > RMB 50 for past three months (3) no bad debt record (4) monthly mobile data usage > 50MB for past three months.
The initial 4G terminals to be available to successful applicants will be MiFi (wireless routers that act as mobile Wi-Fi hotspots), USB Dongles and CPE (customer-premises equipment). Therefore, users have to first establish connectivity between MiFi and a 4G base station, and then establish connectivity between handset and MiFi. Continue reading China Mobile 4G / LTE Registration Begins in 13 Cities
The 3G Momentum has just picked up in China. China Mobile [CM] has continued to expand its TD-LTE trial network, and targets to have 200K BTS by the end of 2013. In 2012, the company expanded the trial to a total of 13 cities. CM’s pre-commercial TD-LTE trials were conducted on MiFi and router devices. Since TD-LTE supply chain is lagging the FDD-LTE supply chain by a year, do not expect the TD-LTE chipset supply chain to mature before 2014 and the Chinese government may issue 4G commercial licenses only by end of 2013. CM will consider focusing on subsidizing the high-end segment only after the launch of 4G / TD-LTE.
China Mobile is faced with the challenge for TD-LTE as it is in the high frequency band (2500-2690MHz), as operators will likely face coverage and indoor penetration issues. Softbank in Japan and Clearwire in the US, have indicated a slowdown in TD-LTE network rollout in recent months. Softbank started to roll out a parallel FDD-LTE network after the company acquired a FDD-LTE spectrum, especially around the launch of iPhone 5, compatible with FDD-LTE. Continue reading How is China Developing on the 4G LTE Opportunity ?