La Chine & Alcatel-Lucent

chaup 04:03 - 10.12.2013 0

Source: http://bit.ly/1g3FPLp

4G Awards To Test China In 2014
Dec 3 2013, 02:34
Next year is set to become the year of 4G in China, with the nation expected to spend well over 100 billion yuan ($16.4 billion) on new mobile networks that offer lightning-fast data speeds for mobile subscribers. The spending bonanza marks an excellent chance for China to show its commitment to free trade, after many were disappointed when foreign companies received only a small fraction of the business in a major series of contracts back in August.

There's no denying that Chinese telecoms equipment makers, most notably Huawei and ZTE (OTCPK:ZTCOY) (HKEx: 763; Shenzhen: 000063), have faced a tough time in the west over the last 2 years. Washington banned the sale of Chinese networking equipment to US telcos in 2012 over security concerns, and the Europe Union this year opened an anti-dumping investigation into Huawei and ZTE over allegations of unfair state support.

China has yet to make any similar formal complaints against major global equipment makers like Ericsson (ERIC) and Alcatel-Lucent (ALU) of Europe, or Cisco (CSCO) of the US. And yet early signs are showing that these multinationals could become the big losers in China's 2014 spending extravaganza, in what would look like politically-motivated retaliatory action by Beijing.

The new spending spree will officially begin when the nation's telecoms regulator, the Ministry of Industry and Information Technology (MIIT), formally awards 4G licenses, a long-anticipated move expected sometime later this month.

Leading telco China Mobile (CHL) (HKEx: 941) will lead the charge with plans to spend 50 billion yuan on more than 400,000 base stations and other infrastructure for its fledgling 4G network. (English article) The nation's 2 smaller telcos are also expected to spend heavily, with China Telecom (CHA) (HKEx: 728) expected to spend 40 billion yuan and China Unicom (CHU) (HKEx: 762) likely to allocate similar funds.

With so much money being spent, there should be plenty of room for contracts for all of the world's major equipment suppliers, both domestic and international, as all fight aggressively for a piece of the new business. But despite their heavy lobbying, the early signs are ominous for the foreign equipment suppliers, who look set to receive awards far smaller than their share of the global market.

The first of those signs came in August when China Mobile gave out 20 billion yuan in new 4G contracts, its largest award to date as it aggressively builds up its network ahead of its rivals. More than half of the contracts went to Chinese firms, with Huawei and ZTE each reportedly receiving about a quarter of the business. Ericsson, Alcatel-Lucent and Nokia Solutions Networks (NOK) each received about 10 percent, giving the trio a modest one-third of the total awards.

That breakdown is far from representative of the global marketplace, where Ericsson and Huawei now lead with about a quarter of the market each, and ZTE is in fifth place behind Nokia Solutions and Alcatel-Lucent. The Chinese carriers don't reveal the reasons for their contract awards, which is relatively common practice for businesses worldwide. But unlike other global carriers, the government-controlled Chinese telcos often take many of their cues from Beijing and thus politics can play a major role in their buying decisions.

More recent signs have also appeared to show the foreign suppliers won't get a fair chance at the 2014 contracts, even though Beijing hasn't announced any major formal objections such as security concerns or unfair state subsidies. In their latest quarterly reports, major multinationals in the telecoms hardware space including Cisco, IBM (NYSE: IBM) and Qualcomm (Nasdaq: QCOM) have all said their China sales have suffered in recent months, with analysts citing fallout from the Edward Snowden spying scandal as a specific cause.

If Beijing is genuinely concerned that equipment from the foreign companies poses a security risk or receives unfair state subsidies, it should openly say so and give evidence to support its suspicions. But if it has no such concerns, it should stand back and let the foreign equipment suppliers compete equally with their Chinese competitors on a level playing field for 4G contracts.

Awards that are more consistent with equipment makers' global market share would show Beijing's commitment to fair trade, even when Chinese companies suffer setbacks overseas. By comparison, more awards of 4G contracts that give disproportionate business to Chinese companies would show that Beijing continues to let politics play a major role in what should otherwise be purely commercial decisions.

Bottom line: The award of 4G contracts in 2014 will test Beijing's commitment to fair trade, with Chinese firms likely to win a majority of the business.

Disclosure: Author has holdings in QCOM and CSCO.

Réponses au sujet

chaup 04:14 - 10.12.2013 0

Source: http://reut.rs/1eWCAT7

UPDATE 1-China issues 4G network licences to China Mobile, Unicom and Telecom

Wed Dec 4, 2013 5:01am EST

* China Mobile, China Unicom, China Telecom awarded 4G TD-LTE licenses

* FDD-LTE licenses for China Unicom, Telecom not yet announced

* China Mobile receives license to operate fixed-line broadband services

By Paul Carsten

BEIJING, Dec 4 (Reuters) - China has awarded 4G licences to China Mobile Ltd, China Unicom Hong Kong Ltd and China Telecom Corp Ltd in a widely expected move that will benefit industry players from telecom equipment makers to Apple Inc.

The Ministry of Industry and Information Technology has issued licences for the TD-LTE standard to the country's three carriers, according to the ministry's website on Wednesday.

The announcement only mentions licenses for the TD-LTE standard, not the FDD-LTE standard which is more widely adopted globally. The licences will mostly benefit China Mobile, whose 4G network is heavily based on TD-LTE.

The ministry also awarded China Mobile a license to operate fixed-line broadband services, according to the company. Previously, only China Unicom and China Telecom were able to offer fixed-line broadband.

China Mobile, the country's largest mobile carrier by subscribers, has trailed behind its smaller rivals in attracting users to its home-grown 3G standard due to its poorer network service. It also does not have a distribution deal for Apple's iconic iPhone.

China Mobile's 3G subscribers accounted for just 23 percent of its total subscribers as of the end of October, compared with 42 and 54 percent for China Unicom and China Telecom, respectively.

China is only expected to license FDD-LTE networks - China Unicom and China Telecom's favoured standard - sometime next year.

China Mobile issued a statement on its website acknowledging the award of the 4G and fixed-line broadband licenses, adding that it would "collaborate with the supply chain to make an all-out effort to push forward the construction and operation of 4G mobile communications".

China Telecom said it would apply for a FDD-LTE licence "as soon as practicable", according to a statement to the Hong Kong Exchange.

China Unicom declined to comment.

The rollout of commercial 4G is also expected to benefit equipment makers Huawei Technologies Co and ZTE Corp as well as Chinese Internet firms.

APPLE'S IPHONE

China Mobile, the country's biggest mobile carrier, is the only one to not offer customers the iPhone as Apple did not support its proprietary 3G technology called TD-SCDMA.

Now that China Mobile has obtained a 4G licence based on TD-LTE, which is supported by Apple's latest iPhone models, it paves the way for a deal between the two giants.

But negotiations have been tricky, in part because of disagreements over details like revenue-sharing, analysts say.

The ongoing effort has fuelled Wall Street hopes that a deal would come soon, offering the iPhone to 759 million potential buyers who are China Mobile subscribers.

According to a Tuesday report on Fortune.com, China Mobile has quietly begun taking pre-orders for iPhones.

China, the world's biggest smartphone market, had 1.2 billion mobile users as of the end of October, 62.3 percent of whom are on China Mobile.

China Unicom is the second-largest with 22.6 percent of total users, while China Telecom has 15.1 percent.

chaup 04:15 - 10.12.2013 0

Source: http://bit.ly/1g3FPLp

4G Awards To Test China In 2014
Dec 3 2013, 02:34
Next year is set to become the year of 4G in China, with the nation expected to spend well over 100 billion yuan ($16.4 billion) on new mobile networks that offer lightning-fast data speeds for mobile subscribers. The spending bonanza marks an excellent chance for China to show its commitment to free trade, after many were disappointed when foreign companies received only a small fraction of the business in a major series of contracts back in August.

There's no denying that Chinese telecoms equipment makers, most notably Huawei and ZTE (OTCPK:ZTCOY) (HKEx: 763; Shenzhen: 000063), have faced a tough time in the west over the last 2 years. Washington banned the sale of Chinese networking equipment to US telcos in 2012 over security concerns, and the Europe Union this year opened an anti-dumping investigation into Huawei and ZTE over allegations of unfair state support.

China has yet to make any similar formal complaints against major global equipment makers like Ericsson (ERIC) and Alcatel-Lucent (ALU) of Europe, or Cisco (CSCO) of the US. And yet early signs are showing that these multinationals could become the big losers in China's 2014 spending extravaganza, in what would look like politically-motivated retaliatory action by Beijing.

The new spending spree will officially begin when the nation's telecoms regulator, the Ministry of Industry and Information Technology (MIIT), formally awards 4G licenses, a long-anticipated move expected sometime later this month.

Leading telco China Mobile (CHL) (HKEx: 941) will lead the charge with plans to spend 50 billion yuan on more than 400,000 base stations and other infrastructure for its fledgling 4G network. (English article) The nation's 2 smaller telcos are also expected to spend heavily, with China Telecom (CHA) (HKEx: 728) expected to spend 40 billion yuan and China Unicom (CHU) (HKEx: 762) likely to allocate similar funds.

With so much money being spent, there should be plenty of room for contracts for all of the world's major equipment suppliers, both domestic and international, as all fight aggressively for a piece of the new business. But despite their heavy lobbying, the early signs are ominous for the foreign equipment suppliers, who look set to receive awards far smaller than their share of the global market.

The first of those signs came in August when China Mobile gave out 20 billion yuan in new 4G contracts, its largest award to date as it aggressively builds up its network ahead of its rivals. More than half of the contracts went to Chinese firms, with Huawei and ZTE each reportedly receiving about a quarter of the business. Ericsson, Alcatel-Lucent and Nokia Solutions Networks (NOK) each received about 10 percent, giving the trio a modest one-third of the total awards.

That breakdown is far from representative of the global marketplace, where Ericsson and Huawei now lead with about a quarter of the market each, and ZTE is in fifth place behind Nokia Solutions and Alcatel-Lucent. The Chinese carriers don't reveal the reasons for their contract awards, which is relatively common practice for businesses worldwide. But unlike other global carriers, the government-controlled Chinese telcos often take many of their cues from Beijing and thus politics can play a major role in their buying decisions.

More recent signs have also appeared to show the foreign suppliers won't get a fair chance at the 2014 contracts, even though Beijing hasn't announced any major formal objections such as security concerns or unfair state subsidies. In their latest quarterly reports, major multinationals in the telecoms hardware space including Cisco, IBM (NYSE: IBM) and Qualcomm (Nasdaq: QCOM) have all said their China sales have suffered in recent months, with analysts citing fallout from the Edward Snowden spying scandal as a specific cause.

If Beijing is genuinely concerned that equipment from the foreign companies poses a security risk or receives unfair state subsidies, it should openly say so and give evidence to support its suspicions. But if it has no such concerns, it should stand back and let the foreign equipment suppliers compete equally with their Chinese competitors on a level playing field for 4G contracts.

Awards that are more consistent with equipment makers' global market share would show Beijing's commitment to fair trade, even when Chinese companies suffer setbacks overseas. By comparison, more awards of 4G contracts that give disproportionate business to Chinese companies would show that Beijing continues to let politics play a major role in what should otherwise be purely commercial decisions.

Bottom line: The award of 4G contracts in 2014 will test Beijing's commitment to fair trade, with Chinese firms likely to win a majority of the business.

Disclosure: Author has holdings in QCOM and CSCO.

chaup 13:17 - 10.12.2013 0

Source: http://bit.ly/1gT1YJU
China Telecom et Alcatel-Lucent testent pour la première fois en Chine la technologie de vectorisation pour booster le haut débit sur des réseaux cuivre existants
La vectorisation VDSL2 utilise l’infrastructure existante pour accroître rapidement et à moindre coût la couverture haut débit, et atteindre les objectifs du programme national Broadband China
Shanghai, le 8 Mars 2013
*****************
Source: http://bit.ly/1kt7fIf
Alcatel-Lucent et China Mobile accélèrent le déploiement de la 4G TD-LTE en Chine avec l’introduction du système lightRadio™ Metro Radio
Une nouvelle innovation lightRadio – co-développée avec China Mobile – pour faire face à l’augmentation du trafic vidéo et de données mobile dans trois des villes enregistrant la plus forte croissance au monde
Barcelone, le 25 février 2013
*****************
Source: http://bit.ly/1ckTM0F
China Mobile providing live TD-LTE coverage at Mobile Asia Expo using Alcatel-Lucent’s lightRadio™ Metro Radio
China Mobile customers visiting Pavilion One can experience innovative high-speed mobile broadband coverage delivered by a LTE product co-developed with Alcatel-Lucent
Shanghai, June 26, 2013
*****************
Source: http://bit.ly/1gjvlro
Alcatel-Lucent aux côtés de China Mobile pour lancer le plus grand réseau 4G ultrahaut débit mobile au monde
Shanghai et Paris, 30 septembre 2013
*****************
Source: http://bit.ly/18ikg7g
La technologie IP d’Alcatel-Lucent, un des piliers du plus vaste réseau 4G LTE au monde déployé par China Mobile
La solution EPC (Evolved Packet Core) innovante d’Alcatel-Lucent va soutenir un quart de l’infrastructure 4G LTE de China Mobile à travers le pays
Paris, 14 novembre, 2013

chaup 12:08 - 11.12.2013 0

Source: http://bit.ly/J51SmM

Alcatel-Lucent n’a plus peur de Huawei et ZTE

Alcatel-Lucent ouvre une vitrine technologique à Taïwan pour mieux conquérir le Nord de l’Asie. A la barbe des géants locaux Huawei et ZTE.
Le 11 décembre 2013 par Christophe Lagane

Alcatel-Lucent étoffe sa R&D en Asie. L’équipementier vient d’annoncer l’ouverture à Taïwan d’un nouveau centre d’innovation. Il viendra compléter celui de Shanghai pour mieux couvrir l’Est de l’Asie et la Chine.

Le Taiwan Innovation Center servira de vitrine technologiques pour les opérateurs et entreprises de la région. Les prospects pourront ainsi tester les technologies mobiles 4G LTE et fixes de l’entreprise française qui exposera ses routeurs de services 7750 et commutateurs photonique 1830 PSS de cœur de réseau. Solutions IMS (IP Multimedia Subsystem), WNG (Wireless Network Guardian), CloudBand et Motive illustreront l’offre de plates-formes IP.

13,6 milliards de dollars pour le très haut débit

Au-delà de la situation géographique, le choix de Taïwan a notamment été porté par le développement propre à la région qui s’est engagé dans un programme national de déploiement du très haut débit fixe et mobile. Selon les prévisions, ce plan représenterait 13,6 milliards de dollars de dépenses d’ici 2018.

Une manne potentielle pour Alcatel-Lucent engagé dans un le plan Shift de restructuration visant à réaliser des économies tout en abandonnant progressivement les technologies analogiques au profit de l’IP et du haut et très haut débit. Mais l’équipementier devra affronter ses concurrents locaux, Huawei et ZTE, notamment.

Huawei et ZTE se concurrencent mutuellement

Deux géants qui ne feraient néanmoins plus peur à Alcatel-Lucent. A l’occasion d’une rencontre avec la presse britannique, Marcus Weldon, CTO de l’équipementier franco-américain, s’est dit beaucoup moins concerné aujourd’hui par ses homologues chinois qu’il y a cinq ans. La raison ? Les obstacles géopolitiques que les produits Huawei et ZTE rencontrent, notamment aux Etats-Unis et en France, limitent la portée des acteurs asiatiques en matière de cœur de réseaux télécoms.

D’où le développement des offres entreprises et des terminaux mobiles des deux sociétés chinoises pour palier cet handicap. Deux secteurs dans lesquels n’évolue pas Alcatel-Lucent. « Nous apprécions le fait que Huawei et ZTE se concurrencent mutuellement sur un segment limité du marché, s’est réjouit Marcus Weldon à nos confrères. Nous évoluons dans d’autres parties du marché. » De là à dire que tout va bien pour Alcatel-Lucent…
********************
Référence:

Source: http://bit.ly/1bTVATw

NSN is a 'one-trick pony' – Alcatel-Lucent
By Nick Wood, Total Telecom
Tuesday 10 December 2013
CTO Marcus Weldon plays down threat of Huawei, ZTE; talks up prospects of Alcatel-Lucent's restructuring plan.

Alcatel-Lucent CTO Marcus Weldon this week talked candidly about his company's revival plan and took aim at some his rivals.

At a press briefing in London on Monday he played down the competitive threat of Chinese vendors Huawei and ZTE, saying the prospect of them taking further market share from European players is constrained "for political reasons".

"They're less worrying now," he said. "They do set a price point in the industry," he admitted, "but that has largely attenuated."

He also said that ZTE and Huawei competing with one another "to do one another harm" is good for Alcatel-Lucent.

Alcatel-Lucent is in the midst of a sweeping restructuring – called the Shift Plan – that will see it focus on becoming an IP networking and broadband access specialist. The company also aims to lower costs by €1 billion, raise capital to reduce its €2 billion debt pile, and cut 10,000 jobs worldwide.

Weldon said he had a say in which areas of the product portfolio Alcatel-Lucent should keep hold of when new CEO Michel Combes took the reins in April.

"I had to convince him that the portfolio was in better shape than he thought," he said, adding that Combes was "pleasantly surprised" by what he saw.

Combes' predecessor at Alcatel-Lucent, Ben Verwaayen, was "a great visionary", Weldon continued, explaining that it was he who started devising the Shift Plan in July 2012. However, completing the job required a different style of CEO, and that's where Combes came in.

"Michel is an excellent executioner," Weldon said. Alcatel-Lucent's transformation was approximately two-thirds complete by the time he took over from Verwaayen, "but to do that final third you need a Michel."

One of Alcatel-Lucent's European rivals, NSN, also undertook a dramatic restructuring recently, shedding non-core assets in a bid to recast itself as a mobile broadband specialist.

"I was impressed with how fast they did what they did," Weldon said. However, by focusing on one area, NSN is at risk of being unable to hedge against volatility in the mobile broadband market, he warned.

Apart from in the U.S., where new network build-outs have a tendency to overlap one another, operators in smaller countries do not spend consistently on big new wireless infrastructure projects year after year, he said.

NSN is in a lot of countries "that have tremendous volatility," Weldon said. "They're now a one-trick pony in a tricky market."
CTO Marcus Weldon plays down threat of Huawei, ZTE; talks up prospects of Alcatel-Lucent's restructuring plan.
smaller countries do not spend consistently on big new wireless infrastructure projects year after year, he said.

NSN is in a lot of countries "that have tremendous volatility," Weldon said. "They're now a one-trick pony in a tricky market."

chaup 11:34 - 12.12.2013 0

Source: http://bit.ly/1cpZ1fz

Alcatel-Lucent fournit la technologie d’accès très haut débit du nouveau réseau LTE de China Telecom

La solution de convergence d’Alcatel-Lucent viendra soutenir les déploiements TDD-LTE et FDD-LTE de l’opérateur dans 12 provinces de Chine

 

Shanghai et Paris, 12 décembre 2013 – Alcatel-Lucent (Euronext Paris et NYSE : ALU) annonce aujourd’hui avoir été sélectionné par China Telecom pour le déploiement de sa solution LTE innovante, dans le cadre du pilote du réseau haut débit mobile de l’opérateur à travers le pays. China Telecom a choisi Alcatel-Lucent comme l’un des trois principaux fournisseurs de son infrastructure réseau en modes TDD-LTE et FDD-LTE.


Le marché chinois est à ce jour le plus vaste au monde en termes d’abonnés, de services data mobile et de smartphones et connaît une croissance supérieure à 50 % chaque année. China Telecom compte aujourd’hui plus de 181 millions d’abonnés mobiles à travers le pays.

Faits marquants :

    China Telecom a retenu le réseau d’accès radio RAN (Radio Access Network) LTE lightRadio™ d’Alcatel-Lucent comme pilier de son nouveau réseau mobile d’accès très haut débit en Chine.
    Alcatel-Lucent fournira 9 892 stations de base et fera partie des trois principaux fournisseurs retenus par l’opérateur pour le déploiement de technologies TDD-LTE et FDD-LTE dans 12 provinces chinoises.
    China Telecom compte plus de 181 millions d’abonnés et déploie son réseau LTE afin de répondre à la demande exponentielle de services Internet mobiles haut débit sur le plus vaste marché de smartphones au monde.
    Ce contrat avec China Telecom est successif à deux contrats TDD-LTE majeurs signés avec China Mobile et Sprint, renforçant la position de leader d’Alcatel-Lucent dans le domaine du LTE.
    Alcatel-Lucent conforte ainsi sa position de leader mondial du LTE, avec plus de 40 contrats de déploiements commerciaux signés avec des clients, parmi lesquels huit des 10 plus grands fournisseurs de services au monde.
    Le Plan Shift prévoit le repositionnement d’Alcatel-Lucent comme spécialiste des réseaux IP et des solutions d’accès très haut débit : les déploiements LTE comme ce contrat avec China Telecom viennent souligner l’importance de ces technologies pour accompagner la transition vers l’accès très haut débit et libérer tout le potentiel de ces réseaux.


Citation :

Michel Combes, directeur général d’Alcatel-Lucent, a déclaré : « L’accès très haut débit est un des piliers du Plan Shift, et le haut débit mobile est précisément un des domaines dans lesquels nous investissons, afin d’offrir à nos clients les technologies qui leur permettent de commercialiser rapidement et efficacement des services LTE. C’est pourquoi ce contrat est une victoire majeure pour Alcatel-Lucent, car il souligne la pertinence et la popularité de notre stratégie de convergence LTE. Avec cette plateforme innovante, China Telecom sera en mesure de proposer rapidement le LTE à ses clients, leur permettant de bénéficier des nombreux services liés à cette technologie. »

Informations complémentaires :

    LTE : http://www.alcatel-lucent.com/solutions/4g-lte
    Accès très haut débit pour les opérateurs mobiles : http://www3.alcatel-lucent.com/solutions/wireless-ip/index-fr.html

chaup 11:36 - 12.12.2013 0

Source: http://bit.ly/18Fbdes

Alcatel-Lucent aux côtés de China Mobile pour le déploiement de small cells dans le réseau 4G TD-LTE le plus vaste au monde
Ces déploiements font suite à l’obtention par China Mobile de la licence TD-LTE et des pilotes portant sur la solution Metro Cell d’Alcatel-Lucent, réalisés avec succès dans plusieurs villes densément peuplées de la Chine
Shanghai et Paris, 12 décembre 2013

chaup 12:44 - 12.12.2013 0

Il y a deux ans environ:
Source: http://bit.ly/1cD2JpK
First Trans-Pacific Video Call Brings the Commercial Reality of lightRadio™ a Big Step Closer
Friday, September 30, 2011
*************
Source: http://bit.ly/1kCjyC5
Alcatel-Lucent révèle le potentiel des services haut débit mobile de nouvelle génération avec une visioconférence transpacifique tripartite utilisant lightRadio
Alcatel-Lucent et China Mobile organisent la première visioconférence utilisant la technologie mobile de quatrième génération. Connexion établie entre la Chine et les Etats-Unis.
Shanghai, Chine, le 25 août 2011

chaup 08:11 - 13.12.2013 0

Source:http://bit.ly/JcytH8

**** Infos chiffrée! ****

Alcatel-Lucent gagne du terrain en Chine

Alcatel-Lucent signe deux contrats avec China Telecom et China Mobile pour fournir équipements radio 4G LTE et small cells.
Le 12 décembre 2013 par Christophe Lagane

Alcatel-Lucent gagne de nouveaux points sur le marché chinois. L’équipementier annonce deux contrats majeurs avec deux opérateurs locaux autour de ses solutions mobiles très haut débit.

Le premier concerne China Telecom qui a retenu la solution LTE de l’entreprise française pour déployer la 4G dans pas moins de 12 provinces du pays. Alcatel-Lucent fournira près de 9900 stations de base LightRadio LTE en technologie TD et FD pour apporter le très haut débit mobile à quelque 181 millions d’abonnés de l’opérateur.
Des small cells pour China Mobile

Alcatel-Lucent vient donc se ranger aux côtés de Huawei et ZTE pour équiper le troisième opérateur du pays avec 14% (en juillet dernier) d’un marché d’environ 1,1 milliard d’utilisateurs, derrière China Unicom (20%) et China Mobile (66%).

Ce dernier, avec qui Alcatel-Lucent a signé un contrat LTE en septembre dernier, fait l’objet de la deuxième annonce. Le fournisseur français va déployer ses small cells lightRadio 9768 Metro Radio Outdoor (MRO) avec China Mobile sur le « plus vaste réseau TD-LTE au monde », soit quelque 200 000 stations de base TD-LTE.
Un quart de cœur de réseau

Les «petites cellules», des mini stations de base mobile, permettent généralement d’étendre la capacité, de densifier et de décharger les réseaux mobiles des opérateurs, notamment dans les zones à forte affluence (gares, centres commerciaux, stades…) mais aussi au sein des entreprises.

En parallèle, l’équipementier fournira un quart (24%) du cœur de réseau EPC (Evolved Packet Core) dédié à l’infrastructure 4G TD-LTE de China Mobile. Un contrat signé en novembre dernier et qui fait de l’entreprise le premier fournisseur EPC pour l’ensemble du réseau 4G LTE.

« Le déploiement de la technologie small cells, co-créée avec China Mobile, souligne la proximité de notre coopération, s’est réjoui Michel Combes, directeur général d’Alcatel-Lucent. Nos innovations et notre expertise pour promouvoir l’adoption de la 4G à l’échelle internationale nous permettent de continuer à soutenir China Mobile dans la fourniture de services de qualité pour un accès très haut débit mobile. » Alcatel-Lucent équipe une quarantaine de réseaux LTE commerciaux dans le monde.

chaup 20:49 - 16.12.2013 0

Source: http://bit.ly/1998IE6

****** Extrait:

Hu Ying, an analyst from Hongyuan Securities, believes the issuance of 4G licenses means large-scale network construction will start in 2014. Both China Mobile and China Telecom intend to spend 45 billion yuan ($7.41 billion) on building their 4G networks, while China Unicom plans to spend 10 billion yuan ($1.65 billion). It will take three to five years to put the 4G infrastructure in place, and the total investment scale can be as high as 500 billion yuan ($82.35 billion) to 1 trillion yuan ($164.7 billion).

******
Onset of 4G Era
The fourth-generation network is fueling competition among telecom operators
By Lan Xinzhen
UPDATED: December 16, 2013 NO. 51 DECEMBER 19, 2013

A CONNECTED WORLD: 4G mobile Internet services receive extensive attention at the Sixth Cross-Straits Cultural Industries Fair, held from October 25 to 28 in Xiamen, southeast China's Fujian Province (WEI YAO)

The Ministry of Industry and Information Technology (MIIT) on December 4 issued 4G licenses to the country's three telecom operators—China Mobile, China Unicom and China Telecom.

They will adopt China's homegrown 4G technology, Time-Division Long-Term Evolution (TD-LTE). The MIIT said it will also issue licenses for Frequency-Division Duplex LTE (FDD-LTE) when the time is ripe.

As far as consumers are concerned, the 4G network will bring faster mobile Internet speed, which can be up to 10 times faster than the 3G network, more high-definition videos and more applications. In the 4G era, both foreign and domestic telecom equipment providers will see more business opportunities and a rise in profitability, while the economy will find new growth points.

Lucrative profits

Among the three major telecom operators, China Mobile has taken the lead in the 4G field. The telecom giant has invested 41.7 billion yuan ($6.87 billion) in over 100 cities and plans to expand the 4G network coverage to more than 300 cities.

Hu Ying, an analyst from Hongyuan Securities, believes the issuance of 4G licenses means large-scale network construction will start in 2014. Both China Mobile and China Telecom intend to spend 45 billion yuan ($7.41 billion) on building their 4G networks, while China Unicom plans to spend 10 billion yuan ($1.65 billion). It will take three to five years to put the 4G infrastructure in place, and the total investment scale can be as high as 500 billion yuan ($82.35 billion) to 1 trillion yuan ($164.7 billion).

In the process, telecom operators will have to purchase large amounts of network devices, and cellphone terminals will need to be upgraded and renewed. With faster mobile Internet speed, software enterprises will be propelled to develop more quality application programs, which will push the development of the entire telecom industry.

"The 4G network will drive terminal and chip manufacturing, and software development," said Liu Cheng, a professor at the School of Economics and Management of the University of Science and Technology Beijing. "Companies engaged in telecom value-added services and information technology will become the largest beneficiaries."

Liu noted that in the first three years after the 3G network was popularized, it generated investments of 455.6 billion yuan ($75.04 billion), terminal services of 355.8 billion yuan ($58.6 billion) and 1.23 million jobs.

ZTE and Huawei, China's two largest multinational telecom equipment makers, will be the first to benefit from the rollout. ZTE's strong service team and rich overseas experience will help in winning 4G business. The company is capable of providing 4G solutions ranging from wireless access, core networks, terminals and chips to business platforms and services, especially wireless base stations.

In addition, Cisco and IBM want to have a slice of the 4G cake.

Imminent reshuffle

There are 1.2 billion mobile phones currently in use in China. As Liu estimated, no less than one 10th of the users would use 4G handsets by 2014, which will lead to a reshuffle in the mobile phone manufacturing industry, said Liu.

In the 1990s when the 2G network began to expand in China, Nokia, Motorola and Philips dominated the mobile phone market. Since 2009, when 3G mobile Internet services swept across the country, the big three have quickly lost market to new stars like Samsung, Lenovo, Huawei, Coolpad and Apple.

Failure to keep pace with the technological leap of the communications industry led to the fall of the then three giants. When 3G mobile Internet services became popular, Chinese consumers not only used mobile phones as a tool for voice communication, but also to access the Internet on-the-go.

While people can make video calls using 3G mobile phones by installing social network software like QQ and WeChat, the speed and image quality are not satisfactory. With the 4G network, video websites will find more development opportunities, and online education is likely to spread to more people.

The 4G network makes it possible for cellphones to remotely control computers through certain applications, which enables new kinds of interactions from long distance. Some people have even suggested the phasing out of cable television, as we can receive all the channels through 4G signals.

Eyeing the huge profits generated by the 4G business, smartphone vendors are scrambling to launch corresponding terminals. Some mobile phones from Huawei, ZTE and Samsung are already available in the business halls of China Mobile. Yet, aside from faster mobile Internet speed, these handsets do not have any significant difference from the previous 3G versions.

Network contest

There is controversy surrounding the MIIT's decision, since the 4G licenses are based on the TD-LTE standard, which is mainly developed by China Mobile. It's worth mentioning that China Mobile has started the construction of 4G network base stations one year in advance, which is unfair to China Unicom and China Telecom.

When 3G licenses were issued in 2009, China Mobile was designated to promote the homegrown TD-SCDMA network, while China Unicom and China Telecom got the permission to use WCDMA and CDMA2000 standards, which are mature technologies.

Faced with an incomplete TD-SCDMA industrial chain, China Mobile lost millions of customers to China Unicom and China Telecom. Despite the fact that it has more than 100 million users, the utilization rate of its 3G network is lower than 15 percent in many provinces. According to its 2012 financial report, only one fourth of data traffic came from its 2G and 3G networks.

This time, the laggard in the 3G battle is making up. At the beginning of this year, China Mobile announced a plan—expanding the coverage of the TD-LTE network to 100 cities, purchasing millions of sets of TD-LTE terminals, building 200,000 4G base stations, and covering a population of 500 million. In other words, it targeted at constructing the world's largest 4G network.

Considering the lessons learned in the 3G era, China Mobile is reluctant to adopt the homegrown TD-LTE network alone. That explains why the MIIT included all of the three major telecom providers into the TD-LTE standard.

However, the decision is against the interests of China Unicom and China Telecom.

"China Unicom has agreed to stick to the existing FDD-LTE network," said Chang Xiaobing, President of China Unicom, at its 2012 results announcement conference.

It will only take 10 billion yuan ($1.65 billion) to upgrade its current 3G base stations to 4G. Therefore, it's not necessary for China Unicom to run two parallel standards of 4G network.

On the other hand, China Telecom doesn't have such an edge. Even its 3G network has not yet achieved profitability, not to mention building up a brand-new 4G network. The operator, therefore, might need to rent 4G networks of other carriers under competitive pressure.

Compared with TD-LTE, China Telecom also prefers to get a FDD-LTE license. Now, executives from the two telecom providers are busy lobbying the MIIT to issue FDD-LTE licenses as soon as possible.


PS: Avec la 4G LTE, le pays peut maintenant espérer unifier les réseaux autour du TD-LTE, la modulation du réseau choisie sur le plus grand marché mobile du monde quand l'Occident déploie plutôt le FDD-LTE, avec des passerelles entre les deux variations.

chaup 16:43 - 19.12.2013 0

Source: http://bit.ly/1cCK6yH

Alcatel-Lucent deploying tech for leading Chinese operators

    James Barton
    19 December 2013
 

French vendor Alcatel-Lucent has been selected by two of China’s largest operators to supply technologies for their LTE deployments.

China Mobile, which is deploying the world’s largest TD-LTE 4G network, will use small cells provided by Alcatel-Lucent, while China Telecom will use the vendor’s convergence solution to support deployments of both TDD-LTE and FDD-LTE in 12 provinces.

Following the recent issue of 4G licences in China, both operators are beginning their rollouts. Market leader China Mobile has already collaborated with Alcatel-Lucent to create the lightRadio 9768 Metro Radio Outdoor (MRO), part of the Metro Cell solution which the operator has successfully trialled across several of China’s more densely populated cities.

The Metro Cell solution will enable China Mobile to meet the surging capacity demands for ultra-broadband access in urban areas across China in the most effective and economical way.

Small cells are a critical component of LTE ultra-broadband deployments as they enable operators to boost coverage and capacity in busy areas such as shopping malls, sports stadiums and high-traffic roads. By bringing the base station closer to the end user small cells assure exceptional mobile broadband including enriched multimedia services wherever consumers are located.

Alcatel-Lucent also is providing 24 percent of the Evolved Packet Core for China Mobile’s TD-LTE network. Michel Combes, CEO of Alcatel-Lucent, said: “The application of our co-created small cells technology underlines the closeness of our co-operation. By leveraging our innovations and experience driving 4G adoption worldwide, Alcatel-Lucent will continue to support China Mobile’s delivery of quality services enabling ultra-broadband mobile access.”

Meanwhile, third-placed operator China Telecom will use Alcatel-Lucent’s LTE convergence system for its nationwide trial of high-speed mobile broadband, and has also selected lightRadio LTE Radio Access Network (RAN) as a key piece of its new nationwide ultra-broadband mobile access network.

The operator has chosen Alcatel-Lucent as one of the top three suppliers for its network infrastructure operating in both the LTE TDD and FDD modes. The vendor will provide 9,892 base stations for China Telecom’s deployment of LTE-TDD and LTE-FDD technologies in 12 provinces in China.

chaup 13:37 - 27.03.2014 0

Source: http://bit.ly/1m8RPeV
China Mobile et Alcatel-Lucent font la démonstration des progrès accomplis en matière de développement mobile NFV, avec une démo de services voix et vidéo via un réseau LTE intégré dans le cloud
Au Mobile World Congress, China Mobile présente la solution Voix sur LTE (VoLTE – Voice over LTE) via un réseau virtualisé, grâce à l’utilisation d’un prototype d’unité de bande de base LTE RAN virtualisé et des solutions de cœur de réseau en mode paquet virtualisées d’Alcatel-Lucent.
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Source: http://bit.ly/1hC7Ve9
Huawei, ZTE, ASB win China Mobile's inter-province 100G backbone equipment tender
2014/02/27 10:58
February 27 (DZH AAFN) -- Huawei Technologies Co., Ltd., ZTE Corporation (0763.HK) and Alcatel Shanghai Bell (ASB) won bid for inter-province 100G backbone equipment tendered by China Mobile Limited (0941.HK).

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Source: http://bit.ly/1cbDhKJ
China Mobile Second 100G Equipment Procurement Ends Join our daily free Newsletter
MENAFN - - 2/27/2014 7:23:18 AM

China Mobile Second 100G Equipment Procurement Ends

BEIJING, Feb 27, 2014 (Menafn - SinoCast Daily Business Beat via COMTEX) --China Mobile released bidding results for phase ten 100G OTN equipment procurement for provincial backbone network, including bidders like Huawei Technologies, ZTE Corporation (sehk:0763 and SZSE) and Alcatel?Lucent Shanghai Bell Enterprise Communications Co., Ltd.

In detail, Huawei Technologies won eastern network while ZTE and Shanghai Bell western and northeast networks. The procurement showed that 100G network construction in China is leading around the world.

Source: www.c114.net (February 27, 2014)
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Source: http://reut.rs/1otwU7q
China Telecom's 2014 capex to be slightly higher at 80.3 bln yuan
March 19 Wed Mar 19, 2014
Extrait:
China Telecom Corp Ltd, the smallest of China's three mobile phone network operators, has set its capital expenditure at 80.3 billion yuan ($12.97 billion) for 2014, slightly higher than 79.992 billion yuan in 2013 as it ramps up its mobile network....
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Source: http://bit.ly/1pfEv8a
China Mobile outlines network strategy in 2014 and Capex
By Telecom Lead - March 20, 2014

Sur le site, il y a des images explicatives

China Mobile chairman Xi Guohua today outlined its network strategy and Capex for 2014.

It will increase capital spending (Capex) by 22 percent to 225.2 billion yuan ($36.34 billion) from 184.9 billion yuan in 2013. One-third of this, or 75 billion yuan, will go to expanding 4G service it launched in December.
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Source: http://on.barrons.com/1eqRJ06
Nokia, Alcatel, Ericsson, Qualcomm to Ride China Mobile Spend, Says Street
March 20, 2014, 3:17 P.M. ET
By Tiernan Ray

If the payoff from China Mobile's (CHL) full-year report this morning wasn't so great for Apple (AAPL), it wasn't bad for vendor of telecom equipment, who are looking to China's build-out of long-term evolution, or LTE, wireless broadband this year to pay off big for their wares.

The carrier reported sales rising 8% in 2013, while profit fell 5%. The Wall Street Journal's Lorraine Luk reported it was the carrier's first decline in profit in more than a decade. The report followed an article yesterday by Bloomberg staff noting that China Mobile faces a triple whammy of apps, iPhone subsidies and regulations that likely will cost the world's largest carrier as much as $1.8 billion in profit this year.

Citigroup's Ehud Gelblum today writes that China Mobile's forecast for capital investment of 225.2 Renminbi is 20 billion higher than his colleague Bin Liu's previous estimate. That could be good for Nokia (NOK), Alcatel-Lucent (ALU), and Ericsson (ERIC), he writes:

We believe the higher mobile network spend should benefit Nokia, Alcatel-Lucent, and Ericsson, which have ~14%, 11%, and 11% share, respectively, of theongoing TD-LTE network roll-out (with the remaining share held by Huawei & ZTE), while ALU also has 24% share to supply the evolved packet core (EPC). China Mobile reiterated plans to roll-out >500k TD-LTE base stations by YE14. China Mobile commercialized TD-LTE in 16 cities in 13 reaching 1.34M customers as of Feb 14, and also plans to commercialize VoLTE by YE14.

He's also encouraged about prospects for Qaulcomm's given China Mobile's intention to sell 100 million devices using LTE this year:

Note we continue to model China Mobile reaches just 80% of its goal and sells 80M TD-LTE devices in 14. This compares to its goal to sell >200M TD-SCDMA devices in 14, up from 150M in 13 and 50M in 12. In addition, just last week China Mobile mandated that all TD-LTE devices beginning May 31, 2014 must again support 5-mode technology, another positive for Qualcomm as QCOM would then receive royalties on China Mobile devices at the 3G rate rather than the lower LTE-only rate. In addition by requiring its TD-LTE devices to also support WCDMA and FDD-LTE (modes 4 and 5 so to speak in addition to TD-LTE, TD-SCDMA and GSM that make up what is known as 3-mode), we believe China Mobile is making it easier for QCOM to differentiate its chips as the sheer added complexity of supporting all 5 modes as well as the inherent complexity of WCDMA itself should allow QCOM to retain high share.

Evercore Partners's Mark McKechnie likewise is encouraged by the spending outlook. While noting the increasing risk of competition to China Mobile from China Telecom (CHA) and China Unicom (CHU), We take the results as positive however for our infrastructure and handset names, with clear signs the TD-LTE ramp is on and central to CHL's plans to turn-around the current fundamentals.

The higher spend can directly raise the growth profile for equipment suppliers, he writes:

CY13 capex of RMB 185B or $30B (up 45% y/y). For CY14, CHL plans to grow capex 22% to RMB 225B or $36B, with wireless mix growing to 44% from 40% in CY13 thus overall the CY13 wireless spend is expected to grow 34% y/y as it remains committed to its 500K 4G/LTE base station build. We note CHL's CY13 capex was just below their RMB 190B target set last year [...] We note CHL's CY14 capex plan of +22% compares to Facstet consensus of +2-3%. Using CHL's update number would raise our top-25 carrier capex (our table included) growth to +4% vs. +2% previous, in-line with our view that we will end the year with mid-single digit or better growth.

He likes Ericsson, Alcatel, and JDS-Uniphase (JDSU) in particular in this scenario:

We see CHL's results as positive for infrastructure names ERIC (OW, $12.87), ALU (EW, $3.87), and JDSU (EW, $14.42). We note ERIC and ALU have both won just over 10% of the 4G contracts each for CHL and will participate in the RAN (base station) and also the EPC ( evolved packet core routers) section of the build. JDSU expects ~ $15M in quarterly revenues from China at some point in CY14 including test equipment and 100G optical components. Ciena (CIEN) does not participate in China, but could benefit indirectly from capacity constraints at competitors Huawei and ZTE to a lesser extent we think part of CIEN's inventory build in January was to increase supply of 100G components which have been tight to date but will likely remain so with the CHL build.

On the handset front, McKechnie notes This marks the first mention of LTE adds in a CHL release, and like Gelblum, he likes the outlook for Qualcomm, which to date has not been getting material chip share nor royalties in CHL's TD-SCDMA deployments. CHL indicates 32 TD-LTE handset models for sale, and plans for 5-mode devices later in the year which we believe carry better royalty rates than 3-mode phones.

He also thinks more sales of 4G phones could lift the fortunes of sensor supplier InvenSense (INVN).

Speaking of component makers, Needham & Co.'s Rajvindra Gill writes that the China Mobile comments confirm data for both the Optical component suppliers and the Comm Semi suppliers.

His top picks on the network component side are NeoPhotonics, JDSU, Finisar, and Oclaro, while his secondary benefiaries are Fabrinet and Emcore.

On the chip side, Gill expects primary beneficiaries are Freescale Semiconductor, Cavium, Hittite Microwave (HITT), while secondary beneficiaries are Broadcom (BRCM), Analog Devices (ADI), Marvell Technology Group (MRVL), and Intel (INTC).

Gill notes China Mobile's own forecast for sales of 4G handsets is higher than the current third-party market forecasts:

According to iSuppli, shipments of 4G smartphones in China are expected to grow from 4.6 million units in 2013 to 72.6 million units in 2014 and to 144 million in 2015, 220 million in 2016 and then 300 million in 2017. However, China Mobile, the main 4G operator in China, is more optimistic, expecting 4G smartphone sales in China to reach 200 million units in 2014. China Mobile currently has a total of 900 million mobile phone subscribers, of which 100 million users are likely to switch to 4G services in 2014, according to industry watchers. Total subsidies offered by China Mobile for the purchases of 4G smartphones are likely to top CNY50 billion, which will accelerate the penetration rate of the 4G models and usher in CNY1,000 models, Katouzian said.
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Source: http://bit.ly/1mwjKIp
China Mobile selects Alcatel-Lucent for strategic transformation to all-IP ultra-broadband network

Alcatel-Lucent and China Mobile sign comprehensive frame agreement that includes IP networking and 4G TD-LTE technology paving way for future network functions virtualization and cloud-based services

Paris, March 27, 2014
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