I’m probably beginning to sound a bit redundant by writing about Apple’s (Nasdaq: APPL) latest China snub, but it does seem worth noting that yet another major new product from the world’s biggest tech company won’t be coming to Chinese consumers anytime soon. Meantime, Chinese media are noting that Microsoft (Nasdaq: MSFT) is seeking to exploit this latest Apple snub by selecting China as one of the launch markets for its new tablet PC. Unfortunately for Microsoft, I don’t think Chinese consumers will really care very much.
Tag Archives: China Telecom
4G: More Positive Signals 中国正在加快脚步迈向4G网络
More positive signals are emerging on China’s long march to 4G, with both the telecoms regulator and embattled networking equipment provider ZTE (HKEx: 763; Shenzhen: 000063) providing the latest signs that China could award 4G licenses much sooner than many previously thought. These new signals seem to be the latest in an accelerating trend, as China’s slow-moving telecoms regulator finally responds to pressure from industry heavyweight China Mobile (HKEx: 941; NYSE: CHL) to award 4G licenses sooner rather than later. Perhaps more importantly, the regulator could finally be realizing that its constant lateness in awarding new technology licenses is putting China’s 3 telcos at a distinct disadvantage to their global rivals, forcing the trio of China Mobile, China Unicom (HKEx: 762; NYSE: CHU) and China Telecom (HKEx: 728; NYSE: CHA) to constantly play catch-up to their more aggressive peers around the world.
Telecoms: ZTE, Apple and China Mobile 电信业：中兴、苹果和中国移动
A wide range of buzz is coming from the telecoms space, led by more reverberations from Washington’s controversial decision to lock out Huawei and ZTE (HKEx: 763; Shenzhen: 000063) from the US telecoms equipment market. China’s 3 major telcos are also making the headlines for other reasons, as they continue to jostle for position in both the 3G wireless and also the fixed-line broadband spaces.
News Digest: October 10 报摘： 2012年10月10日
The following press releases and media reports about Chinese companies were carried on October 10. To view a full article or story, click on the link next to the headline.
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- Japan Car Sales in China Tumble, Hit By Islands Row (English article)
- Tencent (HKEx: 700) E-Commerce to Start 300 Mln Yuan Promotion (English article)
- Suntech (NYSE: STP) Announces Strategy to Solidify Market Leadership (PRNewswire)
- China Telecom (HKEx: 728), Unicom (HKEx: 762) Start Taking iPhone 5 Orders (Chinese article)
- ZTE (HKEx: 763) Says Equipment Safe, and Poses No Security Threat (Businesswire)
China Telecom, Unicom Rev Up IPTV 电信、联通大举进军IPTV市场
China’s 2 main fixed-line broadband carriers, China Telecom (HKEx: 728; NYSE: CHA) and China Unicom (HKEx: 762; NYSE: CHU), are revving up for a big push into the television market, in what looks like a smart play for a product area that may finally be mature enough to find an audience. My main concern for both of these companies lies in execution, especially for Unicom, which has shown a poor record for implementing new businesses due to organizational dysfunction at the management level. But let’s come back to that issue later, and focus first on the bigger picture that has China Telecom and Unicom putting out tenders for a combined 6.2 million set-top boxes since August as part of their drive to install their IPTV service in millions of Chinese homes. (Chinese article) That number by itself isn’t all too large, but it does seem to indicate that both companies could quickly order more boxes if they find strong demand for their product.
China Telecom: French Tie-Up Coming? 中国电信与法国电信结盟初露曙光
Beijing has been sending a steady stream of signals this year indicating it will soon open up its telecoms services market to foreign operators, and it’s looking more and more look like the first big tie-up that will come from this new openness could well be between China Telecom (HKEx: 728; NYSE: CHA) and France Telecom (Paris: FTE). I should be clear here that I don’t have any insider news about such a tie-up, but a growing number of low-key signals indicate a close relationship is fast developing between France’s leading telco and the smallest of China’s 3 major wireless carriers that could soon result in a major announcement.
News Digest: September 21, 2012 报摘： 2012年9月21日
The following press releases and media reports about Chinese companies were carried on September 21. To view a full article or story, click on the link next to the headline.
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- Nexen (Toronto: NXY) Holders OK CNOOC (HKEx: 883) Bid as Public Concern Grows (English article)
- 360Buy to Launch Russian Website – Report (English article)
- Apple (Nasdaq: AAPL) Opens iOS 6 for Download, Mandarin Supports Included for Siri (Chinese article)
- China Telecom (HKEx: 762) Adds 2.63 Mln 3G Users in August, Bringing Total to 56.44 Mln (Chinese article)
- Adult E-commerce Firm Ailv Lands 300 Mln Yuan Funding (English article)
News Digest: September 18, 2012 报摘： 2012年9月18日
The following press releases and media reports about Chinese companies were carried on September 18. To view a full article or story, click on the link next to the headline.
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- China Launches WTO Challenge to US Anti-Subsidy Tariffs (English article)
- Western Union (NYSE: WU) Signs ICBC (HKEx: 1398) for Account Money Transfer Services (Businesswire)
- LDK Solar (NYSE: LDK) Reports Financial Results for Q2 of 2012 (PRNewswire)
- China Telecom (HKEx: 728), Unicom (HKEx: 762) Lower Price of iPhone 4, iPhone 4S (English article)
- ZTE (HKEx: 763) Adjusts 2012 Cellphone Growth Target to 30 Pct (Chinese article)
News Digest: September 15-17, 2012 报摘： 2012年9月15-17日
The following press releases and media reports about Chinese companies were carried on September 15-17. To view a full article or story, click on the link next to the headline.
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- China’s Sany (Shanghai: 600031) Seeks Covenant Waiver on $510 Mln Debt (English article)
- Home Depot’s (NYSE: HD) Do-It-Yourself Model Fails in China’s Do-It-For-Me Market (English article)
- Huawei, ZTE (HKEx: 763) Deny Threat to US Security (English article)
- Vancl Tests Out Vietnam Market (Chinese article)
- China Telecom’s (HKEx: 728) Anhui Unit Begins Accepting iPhone 5 Pre-Orders (English article)
Unicom Fumbles Another iPhone Launch iPhone 5开售在即 中国联通再次不给力
China Unicom (HKEx: 762; NYSE: CHU) should be ashamed of itself for its recurrent ineptitude that has once again resulted in China’s exclusion from the list of countries where the newest iPhone 5 will make its global debut. That’s my major conclusion from an increasingly recurrent theme that has seen Apple launch major new products in the US and in numerous countries globally, only to delay their launch in China for months for unexplained reasons.
China Mobile: 4G Near, iPhone Far 中国移动：4G接近，iPhone走远
