4G Trials: Motorola, NSN Surprising Winners 摩托罗拉意外赢得中移动4G试点合同

By newsdoug on April 12, 2011

The list of contract winners for China Mobile’s (NYSE: CHL; HKEx: 941) expanded TD-LTE trials is out, with one or two surprises in the race to see who will ultimately build the world’s largest 4G mobile network. The biggest surprise is that Motorola, which had virtually disappeared from the China mobile scene in recent years, was awarded a contract to build a trial 4G network in Xiamen, according to one of my well informed sources. Ericsson (Stockholm: ERICb), after being left off initial winner lists, has also China Mobile moves beyond 3G found a spot building a trial network in Shenzhen, where hometown giant Huawei will also build a network. Other winners include ZTE (HKEx: 763; Shenzhen: 000063), which got Guangzhou; Nokia Siemens Networks, which got Hangzhou; Datang, in Nanjing; and Alcatel Lucent (Paris: ALUA), in Shanghai. In my mind, the clear winner in all this is Nokia Siemens, as they now get not only one but two chances at building China Mobile’s commercial 4G network with their pending acquisition of Motorola’s networking business. Ericsson appears to have squeezed in through the back door to stay in the race, but looks to be a bit of a lame duck after being forced to share Shenzhen with archrival and local giant Huawei.

Bottom line: Nokia Siemens looks to be the big winner in China Mobile’s expanded 4G trials, with Ericsson struggling to stay in the picture.

中国移动<0941.HK>TD-LTE规模试验网络合同中标企业名单已经出炉，其中有一两家企业入围颇让人感到意外。据我的一名可靠消息人士，其中最让人意外的是，近年来在中国逐渐淡出人们视线的摩托罗拉赢得在厦门建设4G试点网络的合同。爱立信<ERICb.ST>最初曾落选，但最终仍获得承建深圳试点网络的机会，本地英雄华为也将在深圳建设一个网络。其他的赢家包括，中兴<0763.HK>承建广州网络，诺基亚西门子承建杭州网络，大唐承建南京网络，阿尔卡特朗讯承建上海网络。在我看来，最明显的赢家是即将收购摩托罗拉无线业务的诺基亚西门子，因为它实际赢得了两个在华建设4G网络的机会。爱立信似乎是从後门挤进来勉强留在本次竞争中，但因被迫与死对头华为分享深圳市场，看起来有点失魂落魄。

一句话：诺基亚西门子看来是大赢家在中国移动扩大4G试点的项目，但爱立信前途不佳

Enjoy this blog? Please spread the word :)