Tuesday, November 18, 2008

During the year or license 3G network clearing unsymmetrical or as the only regulatory measures

Bank of International Settlement in the report released earlier this month that China's 3G licenses are expected to be issued in the first quarter of 2009, but the gold in last week's release of the report has given more optimistic Forecast: 3G license is expected to be issued during the year.

Bank of International Settlement in the report released earlier this month that China's 3G licenses are expected to be issued in the first quarter of 2009, but the gold in last week's release of the report has given more optimistic forecasts: 3G License is expected to be issued during the year.

The report analyzes the years come to 3G licensing. One is the restructuring of the telecommunications industry has been basically completed, and the government at the moment is to encourage investment and consumption, which may be the issuance of 3G licenses the right time; Second, the time being, TD data cards already on the CDMA network card has dealt a blow, China Telecom and China Unicom needs with the Chinese 3G mobile constitute substantial competition, particularly in the high-end market.

Gold in the report given by the third reason is that while China Mobile TD-SCDMA has made great progress, however, the regulators may also hope that other operators paid to 3G license to further promote the TD-SCDMA The pace of development, such as 4G global standard in TDD-LTE to get more intellectual property rights.

Major investment bank and institutional analysis of China's 3G license issuance is the timetable for a re-Yi Yi. At present, in the first quarter of next year's release is expected to become relatively mainstream voices, however, China's gold analysis of the report is also in place, and there are TD mainstream business have suggested a "3G license issuance during the year". The signs can not be ignored.

All along, the relevant department intends to support the development of TD-SCDMA as the 3G international standard latecomers, TD in China have the opportunity to take the lead, China Mobile this year from April 1 start of TD-SCDMA trial commercial, and the TD Development of the state is likely to become China's 3G licensing of the wind vane, so at this time TD mainstream business people who have made "3G licenses issued during the year," the point of view, all the more worthy of scrutiny.

In addition, the CICC's report also addresses the future of the three telecom operators in the asymmetric regulation. CICC believe that the asymmetric network or clearing houses will be the only viable asymmetric regulatory measures. As a one-way network to carry its enforcement and Internet roaming possibility of a China Mobile had to in order to prevent the loss of a large number of users and a strong back, so that the value in the industry have not yet re-distribution before being destroyed.

The report believes that China Mobile to pay for other operators 0.06 yuan / minute, the reverse was 0.04 yuan / minute asymmetric network clearing fee is feasible, because of its impact can be calculated, but for a limited impact on China Mobile and China Unicom, China Telecom GSM and CDMA business operations due to a smaller base will also benefit.

In order to break the dominance of China Mobile, a situation, the Ministry of Information Industry and three ministries by the end of May this year to begin the reform of telecommunications, six carriers into three, then in the structure of the new telecommunications and Unicom will be operating in The international community more mature CDMA2000 and WCDMA 3G standard, in spite of this, industry analysts think it still can not stop the rapid growth of China Mobile's momentum, so asymmetric control was put on the agenda.

This approach has also stirred up the feedback China Mobile, China Mobile president Wang Jianzhou had said that the restructuring of telecommunications in China Railway commitment 40,000,000,000 yuan of debt, as well as the development of the relative immaturity of TD-SCDMA for China Mobile is already a non - Symmetry control. The report of Kim's "asymmetric network of clearing houses or as the only regulatory measures" was also related to the current operator of asymmetric control of the latest statement.

No comments: