With the buzz rapidly rising about the upcoming launch of the newest iPhone, being dubbed the iPhone 5, an equally low-key buzz is starting to build over whether Apple (Nasdaq: AAPL) will include China on its global launch map for the product or snub the country once again. On a conceptual level, the question should be a no-brainer for Apple, due to the huge importance of the China market to its business. But for other reasons which I’ll explain shortly, Chinese media are already predicting that Apple will once again snub China with the latest high-profile launch, which is expected in the next 2 weeks. (Chinese article)
Tag Archives: China Telecom
China Mobile Seeks Partner in TD Misery 中国移动谋求让电信或联通分担TD之痛
More than 3 years after receiving the booby prize when China awarded its 3G mobile licenses, China Mobile (HKEx: 941; NYSE: CHL) is still sulking about being forced to build a network based on a problem-plagued homegrown Chinese technology and now wants one of its rivals to share the misery. That’s my broader interpretation of the latest reports that say China’s dominant mobile carrier is lobbying hard for the industry regulator to force one of its 2 rivals to build a future 4G network based on the problematic technology, known as TD. (English article; Chinese article)
Smartphones Surge As Apple Support Fades 中国国产智能手机崛起 运营商或减少iPhone补贴
There are a couple of interesting reports out today from the smartphone space, highlighting the rapid rise of these feature-packed phones with the growing availability of affordable, high-quality models supplied by newcomers like ZTE (HKEx: 763; Shenzhen: 000063), Huawei and Xiaomi. Those increasingly popular models, many selling for 2,000 yuan or less, could quickly pose a major challenge to high-end specialists like Samsung (Seoul: 005930) and Apple (Nasdaq: AAPL), amid early signs that Chinese mobile carriers are looking to cut back their generous subsidies for these more expensive models.
News Digest: August 31, 2012 报摘： 2012年8月31日
The following press releases and media reports about Chinese companies were carried on August 30. To view a full article or story, click on the link next to the headline.
══════════════════════════════════════════════════════
- China to Overtake United States in Smartphone Shipments in 2012 – IDC (Businesswire)
- ICBC (HKEx: 1398) Announces H1 Results (HKEx announcement)
- Canada Opposition Attacks Govt Over CNOOC’s (HKEx: 883) Nexen Bid (English article)
- Securities Firms Ban Qihoo 360 (NYSE: QIHU) Apps Due to Privacy Concerns (English article)
- Unicom (HKEx: 762), China Telecom (HKEx: 728) to Lower iPhone 5 Subsidies (Chinese article)
News Digest: August 25-27, 2012 报摘： 2012年8月25-27日
The following press releases and media reports about Chinese companies were carried on August 25-27. To view a full article or story, click on the link next to the headline.
══════════════════════════════════════════════════════
- Nexen (Toronto: NXY) Schedules Vote on CNOOC’s (HKEx: 883) $15.1 Bln Offer (English article)
- Alibaba, Tencent (HKEx: 700), Ping An (HKEx: 2318) Establish Insurance JV (English article)
- US Investigates Youku (NYSE: YOKU), Tudou Over Insider Trading (Chinese article)
- China Telecom (HKEx: 728) Merges International Operations (English article)
- China Construction Bank (HKEx: 939) Quarterly Earnings Beat Forecasts (English article)
- Latest calendar for Q2 earnings reports (Earnings calendar)
China Eyes Mobile Internet Investment 中国或将开放移动互联网市场
New signals coming from Beijing indicate the mobile Internet could be the first area of China’s telecoms sector to open to foreign investment, following years of an informal ban on outside investment in the sensitive space. The new signs, coming from the telecoms regulator, would be consistent with recent moves over the past year that have seen Beijing officially approve new China-based cloud computing ventures backed by US technology giants IBM (NYSE: IBM) and Microsoft (NYSE: MSFT), both of which have an Internet focus.
China Mobile: Set for 3G Blitz? 中国移动将发起3G攻势？
I’ll end out this peak week of second-quarter earnings season with a couple of telecoms items, starting with comments from dominant wireless carrier China Mobile (HKEx: 941; NYSE: CHL) that indicate it may finally be preparing for a much-needed offensive to breathe new life into its flagging 3G network. While China Mobile struggles under its own massive weight, separate news bites indicate the up-and-coming Xioami, a maker of low-cost, high performance smartphones, may be running into its first troubles after a strong debut for its first product last summer.
News Digest: August 17, 2012 报摘： 2012年8月17日
The following press releases and media reports about Chinese companies were carried on August 17. To view a full article or story, click on the link next to the headline.
══════════════════════════════════════════════════════
- China Mobile (HKEx: 941) Announces Interim Results (HKEx announcement)
- Dangdang (NYSE: DANG) Announces Q2 Results (PRNewswire)
- Unicom (HKEx: 762), China Telecom (HKEx: 728) May Sever Xiaomi Ties – Sources (English article)
- Silicon Valley Bank, Pudong Development Bank (Shanghai: 600000) JV Opens (Chinese article)
- Toys“R”Us Continues China Expansion with Opening of First Stores in Beijing (Businesswire)
- Latest calendar for Q2 earnings reports (Earnings calendar)
China Mobile Tie-Ups: Apple Near, Cable Far 中国移动可能很快与苹果合作 推出固网宽带业务尚需时日
Just a day after I wrote about the latest mixed signals coming from China Mobile (HKEx: 941; NYSE: CHL), we’re getting still more mixed messages from China’s largest wireless telco, including an exciting one that indicates a highly anticipated new tie-up with Apple (Nasdaq: AAPL) could come soon. While the Apple tie-up would be highly welcome, another unrelated development appears to indicate that a deal that would have seen China Mobile link up with China’s new national cable TV operator may fail to materialize.
New Mixed Signals from China Mobile, Unicom 中移动和联通释放复杂信号
Wireless leader China Mobile (HKEx: 941; NYSE: CHL) may have new leaders, but they seem to be following the company’s previous tradition of sending mixed signals with new aggressive expansion plans for its trial 4G network as it continues to neglect its current 3G system. The mixed signal syndrome seems also to have spread to rival China Unicom (HKEx: 762; NYSE: CHU), China’s second largest mobile carrier, which is reportedly in talks with Korea’s Samsung (Seoul: 005930) to launch its first tablet PC, giving the cold shoulder to longtime partner Apple (Nasdaq: AAPL), maker of the more popular iPad. These latest news bits reflect the broader reality that China’s telecoms market is in a bit of a state of turmoil, as companies look for advantage following a major government-led industry reshuffle more than 2 years ago.
News Digest: August 4-6, 2012 报摘： 2012年8月4-6日
The following press releases and media reports about Chinese companies were carried on August 3. To view a full article or story, click on the link next to the headline.
══════════════════════════════════════════════════════
- Xiaomi to Release 2nd Generation Smartphone on August 16 – Sources (Chinese article)
- China Telecom (HKEx: 728) to Buy Parent’s 3G Assets for Over $19 Bln: Sources (English article)
- Youku (NYSE: YOKU), Tudou to Form Group Company Post-Merger (Chinese article)
- Telefonica Completes Sale of Half of China Unicom (HKEx: 762) Stake (HKEx announcement)
- Endgame Near in Sinopec (HKEx: 386), ENN $2.2 Bln China Gas (HKEx: 384) Bid (English article)
- Latest calendar for Q2 earnings reports (Earnings calendar)
