Simon Macsie

[turconu-blog]

The flashing memory will spread to the end in the following 10 years Carry on in 3D memory

SanDisk thinks, the flashing memory will spread to the end in the following 10 years, 3D memory technology will become the successor of flashing memory.

SanDisk showed last week, because the flashing memory had limitation, its development would go to the end in the future, SanDisk hopes 3D can become substitute products to read and write the memory, this kind of technology is Matrix semi-conductive company's development that is purchased every year by SanDisk2005.

3D memory chip changes the memory array from crosslaid arrangement into longitudinal arrangement, thus can store more data vertically.

SanDisk president and concurrently chief operating officer Sanjay Mehrotra showed last week: "SanDisk is developing 3D and reading and writing the memory, we think this kind of product will replace NAND flashing memory in the following 10 years. "

SanDisk has already announced and Toshiba develops 3D memory cooperatively.

President SanDisk and concurrently chief executive officer Eli Harari say, since purchased Matrix, they developed the respect in 3D memory to make big progress, at present, centre on this kind of technology, SanDisk has already obtained multinomial patents 200.

But SanDisk spokesman Michael Wong says, 3D memory has very long segment ways to go to replace flashing memory.

[turconu-blog]

It is not merely a price war: Why is enterprise's market share of Chinese panel TV lower than 10%?

At the the intersection of Chinese and the intersection of panel TV and market, the intersection of conspiracy and theory, dump, it loses all sorts of fierce view to be numerous 2008. On all dispute concentrate on the intersection of foreign capitals and brand and domestic the intersection of brand and two major camps stand facing each other.

Since 2006, the brand panel TV of the foreign capitals has formed the pressure greatly for the domestic brand on the Chinese market, the market does very well that Sony, Samsung, Sharp wait in the first half of 08, promote in first class urban market share rapidly. The domestic color TV no longer occupies the absolute advantage position.

Deputy Chairman of China electronic association of dealers Wang Ning thinks, it will be one year when the panel TV will be really developed at full speed in 2008. Push away and predict, because of the drive of the business opportunity of Beijing 2008 Olympic Games according to the newest data, sales volume will be 12,150,000 in the whole year, will increase by 50% compared with the same period of last year.

Although demand is heightened, the market presents and loses the sign wholly. In the first half of 2008, Xiahua exposes the panel TV and loses news in the domestic color TV brand, the panel TV competition of Xiaxin's backout, the new department LCD TV dismisses from the cupboard from Tianjin,etc.. Major cause why the price war is considered generally to cause the market to be like arbitrarily. Over the past half year, advanced the intersection of panel TV and price lower a thousand direct easily, all brand make a reduction smoke of gunpowder of competition rise from all around.

In market share, the share disparity between brands of Japan and Korea S. and Chinese brand is further widened, especially 4, since May, with the normal climb in enterprise's share such as Sharp, LG, the market share of China's native brand is reduced greatly, market share of any Chinese enterprise does not exceeds 10% at present.

A lot of medias and industry personages think, the foreign capitals brand, in order to fight for market share, dull and stereotyped price utilizing its great amount of faceplate profit to come as a hard blow at and sell in China, make while positioning the dull and stereotyped enterprises of China of low-price are obstructed in a gleam of market quantity sold. "Because the foreign brand implements the Chinese panel TV industry from price to the attacking vertically in multiple layers of the channel, just make the market of domestic panel TV in the edge of the final and decisive juncture. " The insider shows.

Domestic color TV proud people brilliant according to superior cost performance and sturdy the intersection of channel and the intersection of network and achievement for a time, why did brand of this foreign capitals stage a comeback but collapse at the first blow so? I think the most basic reason is that the technology creates to cause newly and insufficiently. It is a generally acknowledged fact that the foreign capitals giant has the advantage of being leading in the advancement of the panel TV technically, persistent technology innovation makes them know the words right of the market all the time, to occupy the initiative position in the price war, the channel advantage for many years of the savings of domestic brand seems unable to do what one wishes while opposing the foreign capitals brand offensive too.

Executive vice president Yu ZiDa of Haier Group says, because the competitions of enterprises are not a competition between two simple enterprises now, but the competition between the whole industry chain. The modern electronic industry in the high-speed change, only technology realizes the difference real weapon of competition. Domestic the intersection of TV and enterprise want, catch up with situation, strengthen input in the intersection of technological development and, master the technological means really better than the rival, it is not possible to follow the track of an overturned cart that the Chinese mobile phone industry suffers defeat.

[turconu-blog]

Olympic Games will become wireless urban catalyst

Mobile Fashion is becoming popular life style in China.

Go the intersection of Starbucks and the intersection of point and one cup coffee, open note-book, surf the Net, a lot of the intersection of fashion and way that youth advocate. Much the intersection of movement and bean vermicelli of life, will it holds note-books to be the same wireless to surf the Net in airport or coffee shop, listen to the song. However, getting more definite in places such in coffee shop, airport,hope more person can place in city, can all enjoy the wireless fun that surf the Net. Nowadays, this hope is being turned into reality gradually.

June 25, 2008, " wireless city of Beijing " The openning of the first stage of wireless network is undoubtedly hoping to present a gift for the Olympic Games. While the wireless city of Beijing open, Shanghai, Guangzhou and other places launch the wireless urban plan in succession too. Can the Olympic Games accelerate the construction of the wireless city of China? What kind of test will popularization of the wireless city be facing?

Olympic Games drives China's wireless urban upsurge

The first stage of wireless city of Beijing opens the range including Second Ring Road, Third Ring Road, the intersection of CBD and commercial circles, financial street, the intersection of Zhongguancun and area and the intersection of Wangjing and economic and technological development zone, the intersection of Xuanwu and the intersection of Chinese toon and tree, also the intersection of village and district,etc., about 100 of cover area, Olympic Games Beijing citizen can free in the intersection of tetherless access and Internet under the above-mentioned area in the past. Beijing becomes the wireless city of maximum scale of China at present too.

All believe the plan of Co., Ltd. according to electric China in the contractor for the construction of wireless urban project in Beijing, the second issue of wireless city of Beijing will finish 625 sq. km. in urban area within Fifth Ring Road to cover with at the end of 2009, popularize wireless broadband and surf the Net at a high speed, technical application has already begun the test in several places such as the new world commercial circles of Chongwen District; By the end of 2010, the third issue will realize the network overlapping of wireless broadband in urban and rural areas of Beijing.

Besides Beijing layouted before the Olympic Games as soon as possible, Shanghai, Guangzhou, Nanjing,etc. nearly plan to build the wireless urban project at one time too. Will build up a wireless city in 2010 most quickly in Guangzhou, and the whole Pearl River Delta will include in the range of the wireless urban construction. Shanghai announces the first stage of the project of wireless broadband network of Xuhui District is launched formally recently on June 13, click and already reach 2500 in the radio coverage field of the whole city of Shanghai at present. Nanjing will open the wireless network at the end of next year too, and charge tentatively the fixed price is 0.05 yuan per minute.

Though all parts have listed the development plan of the wireless city, input and repayment of the cost attract people's attention most. The Olympic Games brings the opportunity and brings challenges too to the wireless city of Beijing.

Come, say Beijing electric put through China only second operator in the wireless operator of city from input, without one's own key network, it needs to rent the backbone network of the basic operator to build the wireless city. Open chief scientist Xie LinZhen of electric China of China represents, the bandwidth of renting the operator is company's master cost too, it rent operator the bandwidths of the 1Gbpses,year is for more than 900~1000 yuans in rental one,of Chinas electric is coherent to rent by bandwidth of 20Gbps, the cost renting the bandwidth every year is probably 200 million yuan. On the initial stage of networking, have under the any the intersection of user and situation of income, China electric China put through to bear the huge cost pressure.

200 million yuan

The cost that the wireless urban operator of Beijing rents the bandwidth is 200 million yuan every year.

It is reported, inner broadband and wireless networking of Olympic venue are finished by China Mobile at present, this too with in take shape complementary.

It is estimated that will welcome the Olympic visitor, more than 20,000 registered media's reporter and more than 20,000 athletes outside millions of Chinas in Beijing during the course of the Olympic Games, add Beijing area some netizen, people these become the intersection of Beijing and wireless batch user of city, the quantity should be about 300,000 people.

"During the course of the Olympic Games, can't each match come to to the scene personally or watches over by the television, from wireless to surf the Net, come, understand tournament situation I certain to make through note-book whenever and wherever possible. " White collar wish of Xiao Zhao believe, represent great majority of Beijing netizen too. During the Olympic Games, perhaps many will be unable to go to watch the match but pay close attention to note-book customer option tetherless access Internet of the tournament.

This is undoubtedly a test to wireless city of Beijing.

Though is free, if the netizen has no good Net surfing to experience, will influence the charge after the Olympic Games of wireless city and make the transition. And the netizen in Beijing will become the open charge target who makes the transition in electric China in the future. After all, Olympic visitors flow. So how keep stable the intersection of Beijing and netizen here, it becomes wireless cities to be could in develop an important proposition that go down after the Olympic Games.

However, the wireless city has just made use of opportunity of the Olympic Games to test. According to in Chinas electric is coherent for executive vice president Guo introduction this ago,speed that be surfed the Nets wireless be lasted 512Kbps to user.

[turconu-blog]

Supplier drops the faceplate in production Escort note Olympic Games difficult to attack the good opportunity in retaliation as the plateform

After Chinese Taiwanese main liquid crystal faceplate enterprises claim to cut down the output, the second largest liquid crystal faceplate manufacturing enterprise South Korean LG Display in the world claims to begin to reduce the faceplate output of the liquid crystal too.

The analyst claims, near the period of time, the market of liquid crystal faceplate is in liberal supply, bring certain presure to price, so the price stabilization of the measure that the faceplate manufacturing enterprise of the liquid crystal wants to take and limit the production. And sold the declining trend of retreating in defeat successively from the beginning of this year for torsion, the domestic brand panel TV has already started to make a reduction on a large scale wisely successively, in order to vie for eating the Olympic market well blowout quotations.

Supplier drop the faceplate in production collectively

Notify according to LG Display respect, this company determines to drop by 10% in production until August, and reduce tortoise's tail and input amount of the liquid crystal faceplate production line glass substrate of slope state in the near future. LG Display relevant personage shows: "It is the vacation in North America and Europe from July to August, the phenomenon that is supply exceeds demand that may present the liquid crystal faceplate. "

The expert analyzes, it is the routine that the faceplate manufacturer of the liquid crystal takes measures of limiting the production etc. and rescues the city. When the actual demand is lower than the anticipated demand, manufacturers will often reduce the utilization of capacity of the factory, because the output surplus will cause the stock to be a bit high, and then bring the pressure of the fixed price, and may result in suffering the loss by a wide margin from this. Before this, main the intersection of liquid crystal and the intersection of faceplate and the intersection of enterprise and friend, Taiwan of China, reach photoelectricity and very beautiful electron and already represent and cut down the output, but emphasize and drop in production it is only temporarily, the company will adjust the output constantly according to market demand. At present, Samsung has not shown yet whether will participate in getting and dropping the ranks in production too.

Because the stock is too high in first half of main demand person of liquid crystal faceplate such as Hewlett-Packard, Dell, thus reduce stock one after another, cause the faceplate price of the liquid crystal drop sharply by by a wide margin June, July. The analyst expects, the amount of decrease of average price of the whole liquid crystal faceplate will reach 30%-45% in the whole year.

Reduction or becoming domestic to attack the good opportunity in retaliation

General manager of branch company of Hisense Guangzhou Yang YingShi revealed to the reporter, the upstream faceplate was on a price reduction by a wide margin yesterday, it increases panel TVs to be, especially middle to make a reduction in the space while being smaller objectively. "Hisense will involve the a full range of Item Model in the terminal price adjustment which will raise the amplitude peak of this year soon. "

Yang YingShi analyzes, the upstream liquid crystal faceplate from the beginning of this year because the supply of exceeds the demand to make a reduction continuously, though digested a part during May Day, the market still accumulated the equivalent stock in slack period of June-July. The terminal station that the faceplate lead to the fact makes a reduction, it is expected to besiege to experience foreign capitals brands of the first half of the year collectively domestic panel TVs to sell and play cardiotonic function.

General manager's high trunking of Guomei electrical appliance of Guangzhou reveals to the reporter, 8% at time when the market share of this channel has been already since May Day of domestic plateform rise to 30%. Data that would rather come from Su prove domestic brand sell and get warm again after a cold spell too.

View the same meet, with the intersection of Hisense and Yang, create, link the intersection of Guangdong and yellow heart, general manager of Branch, think even while being second, except reduction, domestic brand selling point advantage in function already come out, but the foreign capitals brand has not been broken through yet in this respect.

It is reported faceplate on a price reduction to influence liquid crystal, Hisense, create linking, TCL domestic brand, already begin to adjust the terminal price on a large scale, and strengthen the shop goods in the sales field of beautiful to the country, Su Ning,etc.. Country American personage claim, on a price reduction to concentrate inch of the intersection of bedroom and liquid crystals, 42 more than the intersection of large screen and the whole the intersection of high definition and field on, decreasing amplitude is above 30%.

"Escort the note and vie for the selling well blowout before and after eating the Olympic Games, during future week that accidents don't happen to, the domestic brand will lift and make a reduction collectively on a large scale for the first time from the beginning of this year. " One domestic brand boss insisting on anonymity shows to the reporter at the same time, Olympic Games and 11 golden week, whom domestic brand stake everything on a single throw best to attack the opportunity in retaliation, "if battle this fight fine, domestic brand make collective routed. "

The industry generally think, the panel TV sells the upsurge and keeps sustaining until during the Olympic Games this time. But the analyst claims, the domestic brand has avoided the price war and held the value fight high sedulously mostly from the beginning of this year, and bear down menacingly this time, obviously the market glides the pressure to make rightly. If the foreign brand responds to the price war once again, the win and defeat of market is hard to predict.

[turconu-blog]

China's telecommunications decide C network purchases the scheme: 3 years and 100 million two times 80 billion

The scheme that China Telecom purchased CDMA relevant assets to CHINAUNICOM was decided at last.

According to the final agreement that both sides signed on July 27, the group of China Telecom of parent company of China Telecom will provide funds of 66,200 million yuan to purchase CDMA network assets to UNICOM parent company, and the middle telecommunication listed company provides funds in centripetal UNICOM listed company of 48,300 million yuan and purchases the business of CDMA, after the aforesaid is purchased and finished, lease CDMA network and launch the business to run from hitting the centripetal telecommunication parent company of listed company of telecommunications.

On July 28, also as hitting Wang Xiaochu of a Chairman and CEO two major important post of telecommunications, and connect " cross the shelf " Go to China Telecom to take the post as president and concurrently COO (chief operating officer) Bing Shang,appear together, yes, Hong Kong.

According to Wang Xiaochu's statement, " a main and responsible one of mine is the overall strategy of the company, and total personnel check on, but concrete management is taken charge of by still president, implement strategy to the tactics specifically, this is division of labour of my Buddhist monk's ice. "

While accepting the interview including staff reporter, Wang Xiaochu says frankly, according to the present situation, China Telecom " accepts C network and really faces a lot of challenges and pressures. "

The pressure comes from and purchases the required huge capital expenditure too. By the look of final result, China Telecom has continued to use the mode that UNICOM deals in CDMA before this, namely the parent company buys the assets, and the listed company leases the network.

"From the viewpoint of listed company, obtained China CDMA network usufruct in a manner to pay the rental expense, not only can save the expenses reduce the investment risk of the listed company on the initial stage of managing, but also can, look while being long-term, with fast development of mobile service, realize network and unity of business run under appropriate condition, help to control the cost, reduce the related trade, manage the handling cost optimally, accord with shareholder's long-term interests, " Wang Xiaochu claim but when listed company will purchase CDMA assets to the parent company on earth, it is decided that " to maximize the principle according to benefit and shareholder's interests " .

100 million for 3 years

Wang Xiaochu introduces, China Telecom purchases UNICOM CDMA business and moves and serves the whole journey to take three steps together in an all-round way.

Both sides sign the purchase agreement as the first stage formally to July 27 after from announcing on June 2 that purchases the preliminary chassis, mainly prepare and develop on network, products, IT system and industry chain; And the formal delivery one from October 1 to November 30, China's telecommunications will begin to implement new movement service and customer to experience, and try commercially; By March 31 next year, 3G that China's telecommunications will begin to popularize one's own brand on a large scale will move and serve.

According to the data of the end of first quarter this year that UNICOM announce, UNICOM CDMA users are 42,810,000, account for 7.4% of the number of users of China Mobile, ARPU (the average telephone expenses income for each person every month) It is 53.3 yuan, the gross income of CDMA is 27,730 million yuan in 2007, accounts for 5.5% of China mobile communication market. EBITDA rate is 31.3%, pre-tax profit is 1,200 million yuan.

This is a figure not very optimistic. Especially key index ARPU, data display, ARPU value of CDMA, the high position of 172 yuan dropped year by year since 2002, have already fallen to 53 yuan by the end of first quarter of this year! And the number of users, 43,169,000 numbers of users of the first half of this year, only increase by 1,242,000 compared with the end of last year, accounts for 23% that increased 5,400,000 users newly last year.

By the look of the first half of this year, the operation figure of UNICOM CDMA is really not too goodlooking.

Whether will further worsen while completing a business transaction according to the purchase agreement in the future, Wang Xiaochu shows, " I believe, CHINAUNICOM is a major company, it is a company with sincerity too, after our both sides sign the agreement, user, network when they have given to us by the end of September, including income and profit, I believe that will be the same as we purchase the situation confirmed at that time, level that should keep similar to the end of last year at least. "

"In the following 2-3 years, we plan CDMA number of users and reach 100 million, market share is up to 15%, ARPU steadily increasing in value, value-added service account for than up to 35%. " Wang Xiaochu claims.

Moreover, according to Wang Xiaochu's plan, EBITDA of CDMA will turn negative number to positive number by 2009, will realize profits and become a full member in 2010.

This means, in the following 2-3 years, CDMA should increase by nearly 19 million at least every year on average! This figure will be 3.5 times of CDMA newly-increased users' last year.

Likewise, the intersection of China and telecommunication plan, bring 15% up to, account for than up to 35% of market share from 5.5% present value-added service also. The end of last year, value-added service of UNICOM account for than 23% only, Wang Xiaochu claim China telecommunication value-added service of fixed net already up to 43% now.

[turconu-blog]

Flexible picture element " Confuse " Reveal the technical market

New developing display technology such as PLED, OLED emerge in an endless stream, and flexible picture element which Microsoft is investing with all strength is studied, will confuse a display technical market that has already surged forward completely

What have the numerous researchers of Microsoft been busy with recently? Non- clear. However, it seems that the leading figure of this software industry has already begun to " do no decent work " The ground is expanded to the electronic hardware trade in a more cost-effective manner. According to the professional science magazine " nature - photonics " (Nature Photonics) Reveal, Microsoft research room unites Washington and sets up the university, busy developing a kind of new display technology - -Flexible picture element (telescopic pixels) . And " science and technology is commented on " (Technology Review) according to U.S.A. Prediction,last application once technology, be replaced in an all-round way by LCD display technologies Off-The-Shelf in short time, makeover the pattern of the market of display unit.

But, whether this kind of prediction can become reality, everything seems premature to say. On the display technical market surging forward, new developing display technology such as PLED, OLED emerge in an endless stream, who can take the lead in a situation that the numerous display technology of future compete for on the same stage? This it is piece that remain, come mystery that untie by time.

All black + highlighted, challenge LCD limit

Fine and thin fuselage, ultrafast response time, compares with dynamically, distinct luminance, the major LCD liquid crystal display equipment on the market, has already passed countless wheels and " remoulded oneself thoroughly " at present Evolution,appearance of no matter its beautiful,or superior characteristic,getting more impressive. The intensity that LCD display equipment rises in this world is self-evident.

However, the researchers of Microsoft think, in terms of present engineering level, LCD still has maximal improved leeway. According to the intersection of imaging and principle of LCD, LCD that can not prevent the intersection of background and light from pass totally in the intersection of display unit and inner the intersection of liquid crystal and member its in most fatal weakness. That is to say, the liquid crystal display of the present stage, it is unable to realize all black light completely reveal. Meanwhile, under the situation with complicated light source such as being too bright of the ambient enviroment, LCD display unit can't be used normally either. In addition, because LCD display unit polarizes the separation of the color filter, 50% background light will be stopped at least. In addition add each kind of natural colored separation, the light of background only has 30% to appear from the screen. And extra metallic-membrane plating, coating will further separate the spread of the light on LCD screen. Finally, dot pair in a poor light do all sorts of treatment, in the intersection of LCD and picture element of display unit, reveal luminance that come out only original 5%~10% probably. In other words, LCD display unit the light quantity has 5%~10% only completely.

Solve these problems, " prescription " which Microsoft draws It is theirs " Flexible picture element " . Different from traditional picture element, " flexible picture element " On surface of expicity each picture element of liquid crystal, have all allocated a pair of optical reflectors. So, this kind of picture element has positive and negative two sides, thus become perfect black picture element, can totally block the spread of the light, realize genuinely that all reveal black. Through exerting the electric current of different flowrate, one side among them of picture element, the shape will be turned from original level into a paraboloid gradually, the polarized beam can reach another side of picture element through it, reveal on the screen. In the laboratory, people can even observe course of these changes directly through the naked eye. Pass this kind of method, " flexible picture element " Can rise to light transmittance from 10% present 36%. Meanwhile, it very sensitive to electric current, response time have only 1.5ms probably, compare most LCD reveal delay in 4ms the above-mentioned at the market, regarded as going still one step further.

Display unit technology, with whom would fight for mastery?

Though Microsoft is right " Flexible picture element " Research and development progress and it is listing,undoubted, " flexible picture element " A heavy scale bomb of picture, let a already highly competitive display technical market become rich in dramaticismer more. In " flexible picture element " Before this, PLED, OLED are inclined to replace LCD.

Study OLE (Organic Light Emitting) that started in the sixties of the 20th century ,Namely organic shiny technology, according to using the difference of the organic thin-film material, evolve is two kinds. A kind of small molecular device taking dyestuffs and pigment as material, is called OLED. Another kind, the macromolecule device taking conjugacy macromolecule as material, is called PLED. Both sides are in big families of display devices " The younger generation " ,But these two " Tong Xing " Getting better generally. OLED is praised as " The dreamlike display unit " ,Different from traditional LCD display mode, it does not need the light in a poor light, only adopting very thin organic material to be coated and glass substrate. When there is passing of currenting, the organic material will be shiny in these materials. Meanwhile, OLED display screen can be done lighter and thinnerly, the visual angle is greater, the electrical effect of festival is quite prominent. PLED possess low power dissipation, the intersection of standby time and long, the intersection of material and light and thin, the intersection of speed of response and characteristic such as being fast too, in addition, good temperature behavior, environmental adaptability, let PLED work as usual too under the environment of low-temperature.

" flexible picture element " Formidable opponent still really many. PLED, OLED small to the risk, with little investment, there are experts to " flexible picture element " too Production cost query - -Picture element exceed 2 million a bit at the one the whole the intersection of high definition and screen of 1080p, future the intersection of quadruple and high definition The screen will reach 8 million picture element, higher canonial screen, picture element can even be up to 12 million. Want, it changes flexible picture element into to be pieces of complicated thing very a bit every picture element of product these, even accomplished finally, the price may be very expensive.

[turconu-blog]

The mobile phone employs more and more balanced Operator's battle is third software cubic meter

In industry's view, in third party's application software provider and competition game of the operator at present, both sides seem to move towards the evenly matched state gradually. Such evenly matched conformance not meaning both sides on the ability of contending, but each other all have the advantage of being that the other side can't replace, certainly have inferior position that oneself can't remedy immediately, this situation makes within segment period, on the application of mobile phone, operator and third party developer can't press or replace each other.

The third party's enthusiasm and speciality

Frost&Sullivan (China) Wang Yu, president of company, all seem to have more perceptual understanding to the application of mobile phone, he thinks that doing business and content needs a kind of maximal enthusiasm, and this kind of enthusiasm has been determined in business development, third party's developer is still high.

"We can see, the developers of a lot of third parties' bubbles CEO all day are in the application, go to try, participate in by oneself, themselves are a past master. And they to want, rely on product that oneself develop make money. This kind whole to participate in formative result, the intersection of operator and inside while being positive but task assign and some result that person develop different naturally. "

One hundred receives telecommunications and consults the analyst and makes the additional remarks of the policy " The third party " Professional lines,think he on information service diversification, individualized service, third party's software provider is more flexible on strategy and tactics, its professional lines can meet market user's that is subdividing constantly demands. In addition, it is the movement which fixes Internet to move Internet to a certain extent, and already cultivated a large amount of software providers of third party who can make rival claims as an equal with the operator in traditional Internet, and they have more mature products, more abundant operation experience and more customers cluster foundation.

"Third party's software provider is absorbed in the field that oneself runs, and for operator, the information business is only a fraction of the source of revenue at the present stage, invest proportion and enterprise's attention degree and say from enterprises, third party's application software provider obviously has successful possibility even more. "

Whether for enthusiasm or professional flexibility, a little unquestionable at least, that is the third party's technical superiority. Beijing moves the personage to represent: "We have been absorbed in the input of the mobile network all the time, there is no advantage at all in the development of the mobile phone software. Third party's software manufacturer can depend on its experience in mobile phone software development, form relative technical superiority. "

This can be found out in the course of its IM when developing from one operator. Microsoft MSN,etc. assists what this operator develop in this IM software, and it is reported, influence this software to run in order to defend cooperating in going wrong with MSN, this operator has also asked another third party's software provider to develop a set of backup software. Chinese better to develop force therefore in application software of operator. In addition, the content is still to exercise restraint in moving the key factor of operator's development, moving the operator still lacks the one's own content.

But the inferior position of third party's software provider seems very obvious. Just move the operator and occupy the surging position at first. So far as at present, moving the operator not only controls the network channels, but also rise to terminal control efforts day by day. Aforesaid Beijing moves the personage and shows, the third party can also relatively develop software freely, but once the business conflict appears, I'm afraid that there is not too many words right.

Secondly, show, third party's software provider is still limited by developing platform according to China Mobile's relevant products manager. Most third party application software providers basically choose Brew platform of Java platform or CDMA at present. Java is because of one's own technical restriction, there are certain bottlenecks on show and technical realization of the page; Brew platform supports less mobile phones, the Chinese development space is small. Though third party's software can be developed on the basis of the mobile phone system directly, but cost comparison is high, each mobile phone needs adapting independently. And this exercise restraint in, move, fly to the intersection of letter and key factor of development one of at present too.

In addition, compared with operator, third party software provider in terminal to control and channel control and terminal user store in obviously enough at the the intersection of marketing and ability.

[turconu-blog]

Telecommunication industry: Downstream apparatus trader or having investment value even more

We think, the evaluation in telecommunication industry will take place from imagining reality, the return from subject matter to achievement, the present capital allocation tactics should be from the downstream transformation of the upper reaches, we see the light upstream operator, and have an optimistic view of the development prospect of Shang of the downstream apparatus.

Three ministries and commissions notify May 23, declare, perplex long recombination finish four year such as trade, having opened new operation pattern, the operation pattern will be relatively monopolized and will move towards the relative competition progressively, the business innovation mode may replace the simple price competition and become the new competition form in the future. Under relatively definite future development expectancy, we think, the behavior of the basic side of every company determines its trend on capital market finally.

It is estimated the second stage of networking expected to launch TD in the third quarter, about 30 city sizes, would further realize and spread out in China on a large scale in 09. And would release three 3G license plates formally in 09, thus lead the investment scale of fixed assets of telecommunication trade to present prominent growth, and the boom degree of Shang of hoist, therefore the native apparatus trader was under the support of the autonomous innovation policy, will fully benefit from this prosperous rise of degree.

The whole estimate value level of telecommunication trade is still higher than the estimate value centre position of the market at present, the turbulence of the international financial market has influenced the estimate value levels of all kinds of companies including telecommunication trade from the outside greatly, and it is the future changing the relevant company from inside to recombinate even more and manage and develop the route, thus construct the new estimate value level. Think we,in inside and outside because comprehensive function under,it faces that estimate value is lateral to construct every company at telecommunication trade anotherly too, the downward shift perhaps progressively of estimate value level of the telecommunication operator, and the estimate value level of Shang of telecommunication equipment is expected to remain stable and was even promoted.

At present, the estimate value level of telecommunication industry of Hong Kong market will be reconstructed too. The estimate value of telecommunication industry of the Hong Kong market has similarities and differences of a certain degree horizontally and in the world. It is a estimate value level of Shang of the apparatus that identical relatively the average level of the market had certain premiums, the resurgence communication remains all the time to the exponential straight premium rate of the stocks issued by state-owned enterprises of Hang Seng; The premium rate of the fixed telephone operator is negative all the time, but in rising state all the time. But the Hong Kong operator, especially lateral premium of relative market of mobile service operator are too high in range, China Mobile and PE premium rate of CHINAUNICOM remain the positive value all the time since the beginning of 06 ' Besides specific month) ,But is in course of falling after rise slowly at present. As can reflect the lateral difference of estimate value between two places in CHINAUNICOM and resurgence communication of Hong Kong and A-share trade by comparing his rate of discount in Hong Kong at the same timing. Since August of 06, the two present obvious beginning at a discount, the rate of discount is expanding constantly, until 08 year rebound progressively reach valley floor, while being about January, CHINAUNICOM and resurgence communication rate of discount in the end of June of 08- 28.98% respectively and - 26.48%. Comparatively speaking, estimate value that A-share face pressure large, Hong Kong stock A-share and the intersection of estimate value and competence of the speech still has advantages relatively.

Gradual ruggedization and trader's prosperous rise of degree of apparatus of the competition efforts between the operators will cause the train of thought of development that the telecommunication industry visits the industry from head to foot and present prominent diversity, and this kind of diversity will be reflected through achievement and estimate value two respect. We think take place from imagine realistic return from subject matter to achievement evaluation in telecommunication industry, the present capital allocation tactics should be from the downstream transformation of the upper reaches.

We see the whole future behavior of the light operator of China Telecom, offer " neutrally " Investment grade; Have an optimistic view of native the intersection of apparatus and historical opportunity that trader face soon, pay " buy in " Investment grade.

Reaching the aspect of listed company specifically, we offer China Mobile, China Telecom, CHINAUNICOM and China Netcom " neutrally " Investment grade," buy in about resurgence communication offering " Investment grade.

[turconu-blog]

" integration of B&W " --Changhong purchases the enlightenment to us of the American water chestnut

It is a kind of important route that enterprises grow up to merge, the successful merger behavior can optimize the resource distribution between enterprises effectively, promote the concentration of resources and structural transition of the business organization, promote industry's structural staging effectively. But enterprise could valid the operation merge, reach the anticipated result, the key lies in the integration after merger is managed. Guide the advisor's relevant statistics according to having a match, global enterprises exceed 50% recombinating the miss ratio to merge, it is ignoring and merge integration especially integration of the resources of manpower to result in merge an important reason to failing. The investigation of the case of guiding a advisor and failing in merging according to having a match, over 50% lack or not pay attention to the effective integration merging, and more than 80% of the merger among them fails and relates to human resources and culture again, as shown in Table 1.

Table 1 enterprise merge and recombinate five major causes to fail Influence factor Proportion Problem of management of human resources (the problem correlated to management, interpersonal relationships, enterprise's cultural conflict) 85% Lack the knowledge of cooperator 35% Lack the clear recombination goal and recombinate the plan 24% Lack financial analysis 17% The inadaptation each other of enterprises, scarce in coordination with 9% Materials

[turconu-blog]

IPTV is still far from cable televisions and satellite TV rivals in the following 5 years

Learn from medias of foreign countries: According to the estimation of the organization DTC in the industry, last year, global broadband TV (IPTV) User up to 12 million people,to double in the year before last.

This organization estimates, after five years, global broadband TV users will be up to 65 million people.

However, compare with other TV services, the broadband TV is only a little player.

Last year, the delivery amount of the global broadband TV set-box was 8 million, compared with it, the handing over amount of roof box of the wired digital television is 37 million, satellite digital television set-box (receiver) Delivery measure 40 million set.

Within the following five years, such development pattern will not change too greatly.

The analog wired television users of China and India exceed 500 million, these users will move towards digitization gradually in the future, use the wired top box of digital machine, so the annual handing over amount of wired top box of digital machine will exceed 40 million in the following several years.

So-called broadband TV (IPTV) ,Watch the telecast through the traditional telephone line network, because the circuit is the both-way communication, users can really broadcast the program on schedule. Compared with unidirectional transmissive Cable News Network of overwhelming majority, broadband TV is called " mutual TV " too . Most broadband TVs are copper wire networks of using ADSL technology to go at present, only a few operators utilize the fiber optic net to the family directly.

[turconu-blog]

450mm wafer is still discusses the theme But have on early transition and is cautious about the attitude

On the 15th of July of 2008- " SEMICON West 2008 " held on the 17th Have, 450mm brilliant round discussion receiving much concern is still active. Plan launch the three component manufacturers of business this 2012 year ' Intel, Samsung, TSMC) Vigorous, but as a whole, it is cautious about the attitude that every manufacturer has on carrying out the transition to 450mm as soon as possible compared with last year. Worry of economy and development investment risk of heavy-calibre in a value chain their alignment that the commercial data explanation of material factory of the device has been represented. Show at the meeting-place, though some manufacturers have exhibited wafer box and handling device, but can not prove the industry has already begun to carry out the transition to 450mm formally.

In the discussion about 450mm wafer technology, a lot of opinions think that need proving to the rationality continuation of wafer thick 925μ m and interval 10mm of inner wafer of wafer box. International semiconductor engineering manufacture association (International SEMATECH Manufacturing Initiative, ISMI) of U.S.A. Announce, has already set up ITB (Interoperability Test Bed) in inside ,And already begun to collect the technical data.

Exhibition this have in all, come from in the world 24 more thanth enterprise of country exhibit, quantity with last year similar. In the thematic speech, first go up on the stage lecture to must reach the intersection of slope and copies of male good fortune, president of memory. The slope originally shows, " though we face a lot of difficult problems at present, the future of the semiconductor is still worth our challenging " ,This view has been approved by a lot of people. On the other hand, the visitor number of the exhibition is reduced to some extent compared with last year, perhaps this reflects the severe economic situation at present. While this exhibition is held, have also held relevant exhibition and seminar of solar electrical energy generation sponsored by Intersolar. Regarding U.S.A., Germany and China as the centre, 80 enterprises in all exhibit, the visitor is in an endless stream. The warm intensity that the overall feeling is the relevant exhibition of the semiconductor is slightly inferior to the relevant exhibition of solar electrical energy generation.

[turconu-blog]

Origin that the industry chain is not improved to fail The domestic panel TV is expected to stand up

" the first person of Chinese electrical home appliances " Announce in Chinese - -

The Chinese panel TV is assaulted by the foreign capitals brand generally " Suffer from disaster " ,When could go out of the tight encirclement? A few days ago, the edge wave in the land of Deputy Secretary-general of electronic association of dealers of China was represented while coming to Chinese to participate in the development forum of 2008 Chinese panel TVs of market, it is that an industry chain is not complete that the maximum of development of domestic panel TV is hindered. He expects, whether next year or year of domestic plateform video Renaissance.

Origin that the industry chain is not improved to fail

"There is no one's own faceplate production line that is a major cause. " The edge wave points out, the domestic panel TV manufacturer basically relies mainly on holding in the whole aircrew in the land, under one's control until the faceplate supply with.

He shows, foreign capitals brands such as Panasonic,etc. have one's own faceplate production lines, rely on the monopoly advantage of upstream resources, utilize strong strong popularization of influence of brand at the same time. "If the faceplate has earned 1000 yuan, price of complete machine can lose 800 yuan to sell, still have spaces of profit. " The insider claims, the foreign capitals brand raises the ex-factory price of the faceplate on one hand, on the other hand reduce the complete machine price through the price war, force the country

Produce the panel TV on a price reduction to sell. The foreign capitals brand remedies the complete machine price and drops the losses brought with the faceplate profit on condition that guarantees the faceplate makes money, seize the electric market share of Chinese color.

"Fund have high input, technological threshold high to build the faceplate two major obstacles thread maker. " The edge wave points out, think in the outstanding tight encirclement, must set up one's own faceplate production line in national brand in the land, but not any enterprise of fund threshold huge can march toward, the key technical shortage is beset with difficulties so as to build and set up the production line of faceplate.

Domestic panel TV next year or rejuvenation

"The difficulty is only temporal, the competition has just begun. " The edge wave points out, the competitions of national brand and foreign capitals brand have just begun in the land, only the temporary place pain one of domestic brand.

The edge wave thinks, the development situation of the market is favorable to the national brand at present in the land. He expects, next year the excess of supply over demand of the liquid crystal faceplate will lead to the fact the faceplate price of the liquid crystal drops; And Changhong,etc. invest the domestic liquid crystal faceplate production line of the newly-built a huge sum of money to already have batch productino terms, the national panel TV industry chain will be complete day by day. These, for domestic panel TV, are all good news.

The edge wave shows, compared with foreign capitals brand, all have an advantage on national brand marketing channel and service in China for many years in the land. So long as we consolidate these advantages, improve the industry chain, hold out through the pain one, domestic panel TV will or welcome the year of rejuvenation next year.

[turconu-blog]

The electron trade pays close attention to the innovative enterprises of technology

After the electron trade grew at top speed in 03- 06, most electronic manufacturers have already entered middle and later periods when productivity has shifted, under the influence of all sorts of unfavourable factors outside China, Chinese electron trade grows up ability and earning power glide. We think only technology upgrading can bring and offer a new opportunity of development to the trade, target will transform from investing in the driving type, cost driving type into the driving type of the craft and direction of the technology driving type investment.

Technology upgrading is a main thinking

On the initial stage that the productivity is shifted, Chinese enterprises possess comparatively obvious cost and price advantage, face substituting the space in the obvious inlet at the same time, enterprises possess the higher earning power and growth. But as the productivity is shifted and entered later period, the introduction of new technology and new product becomes keys, because the new technology corresponds to greater market share and better competitive environment, enterprises can enter the new round of productivity and shift cycle through technology upgrading. So, we think technology upgrading is main thinkings which invest in the electron trade.

We think most enterprise have, raise, throw project or productivity, open 08 year, listing new stock, sub-new stock enter, raise, throw harvest time such as event too 06- 07 year very, so long-term needn't getting more pessimistic too about electron trade,it is short-term risk merit attention.

The investment driving trade taking semiconductor, faceplate trade as typical representative faces the problem that it is excited to expand producing in the manufacturer, for example the expenditure of the greater fixed capital makes the manufacturer pay attention to the stability of the output rather than price even more, so though the trade enters barrier great, present the competitive state of the price by a wide margin easily. The trade products of the driving type of the cost are often high in canonicalization, the difference is relatively weak. Enterprise's competitive method is competed for and competes with price for the simplex cost.

Technology upgrading mainly includes driving type of the craft and technology driving type. The craft driving trade needs the longer time craft to accumulate and improve products quality and products high quality ratio, so enter the relative great of the barrier. And it is technology research and development and product design that the technology driving trade is most central, possess the great and enter the barrier too. In terms of rival, driving type of technology and craft driving trade rival rely mainly on good at technical day, American manufacturering, the trade substitutes the space bigger, the majority is in initial stage or middle period when productivity is shifted, it is a direction of investment value in the future.

Four major characteristics announce the innovative trade

Technological innovation trade possesses technology lasting staging, much technology crossing, good industry chains and visits four high-quality characteristics of relation and sharp competition pattern from head to foot, and these four high-quality characteristics have guaranteed more quick development speed and enterprise's stable earning power of the trade.

It is the lasting staging of the technology at first, employs and expanding constantly. Whether technically or on the products, technological innovation trade products sustainability are strong, employ and expand the space greatly, the trade is in product life cycle in early days more, the speedup is very fast in the future; Secondly, many trades, many technology cross. Whether no matter financial electron, electroacoustic device, safety protection trade or apparatus trade, all the crossing of many technology, many trades; Moreover, have good visiting industry's chain relation from head to foot. Look from upstream angle, different from traditional manufacturing industry, technological innovation enterprises upstream and often relying mainly on electronic devices and components industry process the industry, this kind of trade falling tendency year by year of product cost, so technological innovation enterprise's original material cost is often lower, look from downstream angle, the technological innovation enterprises of enterprises create value for the downstream customer directly or indirectly through security, stability and efficiency. Good visiting industry's chain relation from head to foot is the technological innovation value place of enterprise investment; Finally, the competition pattern is clearer, the native manufacturer occupies the advantage.

We have an optimistic view of technological innovation trade, think future have more high-quality technological innovation enterprise through list investment visual field to enter us at the same time.

ATM potentiality of rising is enormous

China ATM is at faster speedup stage across the trade of walking, following high growth in the past few years of Beijing, Shanghai, Shenzhen, Zhejiang, Jiangsu, Shandong, Henan and other places enter more than 50% of the speedup stages.

[turconu-blog]

Characteristic of the market of early days of growth of market of the high-pressure frequency converter of China

Editor's language: It is reported, the market has five following characteristics in the early days of growth of market of high-pressure frequency converter of China

1.Market scale increases fast, potentiality is great. The market exceeded 40% increasing on average in the past two years, manufacturers coming up to a large number all realized over 100% of the growth in 2007. This market has already entered the sane fast development passway at present, it is estimated that will keep 35%-40% of the average annul growth before 2010.

2.The products are still unripe, technology is developing and improving constantly. The leading firm at present, especially Chinese manufacturer is all breaking through more heavy-dutily, can realize the all more around new product constantly, put forth effort to improve the stability of the products at the same time. The distance of the products still has certain distances ripely.

3.The competition is fierce, the pattern is still unstable, persons who enter newly in a large amount look with covetously eyes. In the high growth of the market, with the differing of growth state of every manufacturer in the industry, and the pouring in constantly of new manufacturer, for example: Manufacturers such as Sanken of foreign countries, Yaskawa, Fuji, the Chinese manufacturer such as Great Britain is majestic to rise, full of trees and blue etc., the pattern of market may change more greatly.

4.The product cost is dropping gradually. On the market of high-pressure frequency converter, the passing achievement is an important weight approved by new customer, the persons who enter newly, in order to realize the achievement, will often obtain the customer by reducing price even EMC. So the entry of the persons who and enter with the increased competition newly, the whole market price is dropping constantly.

5.Equivalent users have not approved of this product, but users accept the intensity is improving constantly. Bring in looking from users, no matter metallurgy, building materials, mine, petroleum and petrochemical industry or electricity, municipal administration, during the course of trying to use and popularize, employ but also very far from genuine popularization and on a large scale.

[turconu-blog]

Thinking that initiates that the adding amount of the content card does not raise the price

The intersection of content and the intersection of card and the strange to us word, as far back as 2005, with the capacity " broken G " of the flashing memory ," content card " This name is put forward on quilt. We generally thought at that time with the decline of the price, the flashing memory will be regarded as the storage medium, issue carriers as contents such as music which substitutes the CD, movie & TV,etc..

On July 4, KINGMAX released the content card in the mainland formally, turned our prediction about the content card into reality. Does not have like what we predicted at the price of the flashing memory at present, the price reduces the level to mediums such as the substituting CD,etc. greatly, consumers are not still used to regarding flashing memory as the issue carriers of the music, movie & TV content, KINGMAX this measure let us produce doubt - -Why move so when the market is unripe?

The adding amount does not raise the price

In fact, the content of KINGMAX blocks and already paves the goods in Taiwan in an all-round way, and make the response of better market, this is mainly because KINGMAX adopts its card products of content at present " The adding amount does not raise the price " Way. Present market and materialzation phenomenon of storage card are relatively serious after all. To consumer, buy the storage card or flash storage disc too, have certain attractive force after joining software, game or music, film content.

Hold, attract users while being less than

KINGMAX place the intersection of content and the first place that card design on attractive force of content, the intersection of " the Guiness Book of Records " and content that list just believe, will get a lot of concern of user. The introduce by general manager of KINGMAX group ChengQian Zhang just, as to the intersection of content and design of Carlos, the thinking that KINGMAX carries out is " The good things should be shared with everybody " ,The latest preferably popular content will be attached to storage card. Except movie & TV content card already shaped, a lot of contents can be attached to content card, such as software, game, music,etc..

Content and copyright

The copyright is a question had to talk about, the storage card products with content are not the simple I T products after all, especially to the issue in contents such as movie & TV, music,etc., there are many restrictions on the regional question, this is the reason why KINGMAX memory card had not issued in the mainland up to now too - -Have obtained and issued right only in Taiwan in film content of last sincere product.

As to the treatment of the copyright, KINGMAX is carrying out " the good things should be shared with everybody " too ,Through the cooperation with audio-video company, software company,etc., obtained the issue copyright of film or software at cheap and even free price, in addition KINGMAX has also set up the specialized group and collected resources of all kinds of contents for the content card products.

Road that the content card popularizes

On the market of mobile phone, because the mobile phones mostly design storing the card slot, and the standard is relatively unified at present, mostly use MicroSD (T-Flash) The standard, this offers better living space for content card. The sale of the mobile phone has not often marked and mixed the storage card, most users are used to buying the storage card separately after buying the mobile phone. And besides MP3, it is partial and few to obtain routes the amusement contents on other mobile phones, can obtain game, software, movie & TV, music content while buying the storage card, will obtain consumers' appreciation even if of slightly higher than the ordinary products price.

Et, on the market of mobile phone, MicroSD storage card with mobile phone software, game, music, movie & TV will be approved by sufficient market. To consumer at least, while dispensing with trouble searched for, downloaded, may evade from operator and relevantly and download the expenses of serving etc., the advantage of the content card fully reflects here.

As I T encounters the tradition

The final developing direction of the content card is " Buy the content and give the storage card " The present one " Buy the storage card and give the content " ,This has to let us have new secret worry.

When the content card really develops into content carriers, the flash card will attach to what the CD will be issued as movie & TV or software, purchased on a large scale by the movie & TV company or software company, this will cause " well blowout " of the product market of the flashing memory ,Produce large-scale market demand. But such well blowout will further bring the pressure of the market instead - -The content provider ronic product market buys the acquired low cost and may let users incline to go to the audio-video shop or software shop to buy the storage card on the content card but not electronic product market s in enormous quantities, so instead can make, have storage card of content in the face of greater selling pressure while being ordinary.

On the other hand, IT the intersection of products and high-speed characteristic that update let the intersection of content and card in the face of greater the intersection of cost and pressure too. Just think when the storage card is put in the audio-video shop counter as the audio-visual product, it is a more bulky output that the back is required, but it is impossible for the high yield like this to be digested by the market rapidly, this will cause a large number of audio-video products content card to be accumulated in market circulation links, increase the burden in respects such as the stream, stock,etc..

Content card, the forward way is still very long.

[turconu-blog]

China moves and drafts the large-scale dilatation G network Three is carved to plot an arrow

China Mobile a huge sum of money dilatation G network plans to cause the strong response in the industry. " father of China TD " Li ShiHe calls upon recently, still costs several numerous more than one hundred billion yuan to extend 2G network instead of now, not so good as taking this sum of money to build 3G network. In fact, by May of this year, China Mobile's group and tries investing 14,200 million yuan together commercially for TD technical test. Why China Mobile in so stingy at TD put into, spare no high price, break to already complete the intersection of 2G and network originally? Insider think the intersection of China Mobile and this measure may be said one arrow 3 carve.

Seize user resources

It has been already very complete that China's moving G network covered, according to convention, do not need such big own handwriting at all. China Mobile has over 300,000 base stations at present, cover 99% of the areas in China, the number of users has exceeded 400 million. The hegemony of China Mobile on 2G market is unshakable.

Even so, China Mobile has not relaxed 2G expanding paces at all, hope to occupy more market share. According to schedule, China Mobile will invest 100 billion this year, will increase the carrier frequency of 2G one time of networks. Can clear away the urban blind angle to do it in this way on one hand, on the other hand can also open up the rural market. China Mobile will obtain users and increase the advantage brought.

Through carrying on dilatation to G network, China Mobile can further seize the rural market. The rural market has already become China Mobile's newly-increased customer's important source and important motive force that the income increases. In first quarter of this year, China's moving average has a net increase of users per month and is close to 7,500,000, more monthly than the whole year of last year to have a net increase of 5,680,000 to increase by 33.9%. China move powerful growth deeply cut rural market to be inseparable continuously.

The lasting expansion of the rural market, will make the multi-user centralized to China Mobile. The urban mobile subscriber's popularity is very high at present, the users of rural area will become the key field that the operator fights for. Lyons securities think China Mobile has obvious advantages on the rural market, its occupation rate reaches 80%. The trend that the cellular telephone of rural market substitutes the fixed net is obvious, it is very favorable to increase to China's moving profit.

There can not be in China Mobile, raise the new entrant and difficulty of managing mobile service of weak enterprise. Wang JianZhou, Chairman of China Mobile, once showed, among them when national champion machine users were up to 800 million, China Mobile's market will prone to the saturation. As the mobile subscriber increases and approaches the ceiling, the development space that the market leaves to the new entrant has not been already big.

Support TD to develop

Because of having China's most complete GSM networks, China Mobile is in very initiative position in 3G construction. Even if China Mobile only gets TD license plate, continue improving GSM network, can offer the good 2G network foundation for TD development. By the look of technology, the all right TD network to 3G of staging of GSM network.

China moving 2G expands to do the business to store for 3G, even if future is appointed to have TD rule, the cluster of its customer that accumulates at 2G age can be changed into TD network users at once too. China Mobile occupies the Chinese cellphone subscriber 70%, has exceeded 40% to advanced user's recoverable amount. The bulky user's foundation offers the guarantee for development of user of TD.

Meanwhile, the profit from GSM business can offer essential financial support for TD networking. The yearbook reveals, the net profit of those years of China Mobile is up to 87,100 million yuan in 2007. In first quarter of this year, China Mobile's net profit is up to 24,102 million yuan. Strong profit ability and plentiful fund can support TD network construction.

Certainly, to China Mobile, it is the act forced to undertake the construction of TD network. TD development is regarded as " The national strategy " ,Have very strong national wills, China's moving behavior can be influenced by national mandatory guide. China Mobile proceeds from one's own interests, carry on games between G network and TD network at present.

According to news, China Mobile has already submitted TD two plans of networking to industry and informationization department, the second stage of plan TD is covered while networking with all provincial capitals and cities under direct planning by the state of drib in China, but does not exceed 30 cities. 8 large city cost, estimate the second stage of expense that network under 40 billion by 21 billion more than according to network while being the first stage of, it is far unable to compare with the scale of the dilatation G network.

In order to choose WCDMA to do spade work

China Mobile originally has no interest to TD, but under the pressure of " parents " The requirement, have to do. 100 billion dilatation G network of China Mobile, whether show its confidence or deficiency to TD. A good all the time one of China Mobile is WCDMA, and GSM network staging is the current 3G scheme in the world to WCDMA.

Report that three electricity consult think China Mobile above-mentioned act increase oneself deal in threshold of TD undoubtedly. User quantity continues heightening, China Mobile can rely on one's own fund and user's scale, and then force the king to abdicate in the government through users, give up TD a few years later, get on horse overnight WCDMA technology of one's own heart appearance is not late too.

Analyze that is thought before this, the gradual progress tactics that China Mobile may adopt are: GSM GPRS EDGE WCDMA. And China Mobile has already reached the present network staging EDGE network relative to GPRS3-4 one time of speeds in a lot of areas. In 2007, China Mobile carried on the investment of 35 billion yuan from EDGE in the staging.

TD becomes a trump which strives for the support policy in the hand of China Mobile. The analyst think, if unable turned down TD this " burden " ,China Mobile hopes WCDMA mix the network connection with TD. It adopt TD TDD technological for way,can network connections single,be be be be too can last network connection of mutual-complementary type as WCDMA.

The maximum changes of China Mobile 3G tactics will come from TD. As to the possible choice, China Mobile has obviously already made good preparations. China Mobile is still trying every means to fight for users, this and recombinate the spiritual contradiction, supervising should get involved in right time.

[turconu-blog]

China's telecommunications have an effect CDMA home-made cellphone can change the terminal pattern

The ambition on CDMA of China Telecom, have stimulated the input enthusiasm of the terminal manufacturer greatly, the intersection of they and apparent their each can, strive for the market cake. Shaking China's science and technology has the ambient mobile phone enterprises of war industry as one, could rely on the speed-raising of China Telecom CDMA strategy, the scene that reappeared many years ago, the just the same as before thistles and thorns of future gathered.

Paces that China Telecom marches into the mobile field are being accelerated. According to " Shanghai Security News ", China Telecom has already sent out the tender to the manufacturer on July 15, begin to collect and adopt 10 million CDMA cell-phones, the quantity goes beyond the previous expectation of the industry. It is reported, what the purchase mode of this China Telecom is held with connecting China originally is very similar, and the manufacturer participated in contending for is still in fact those several enterprises of CDMA camp. Can judge, after taking over CDMA network in China Telecom, there is no great influence on industry's chain pattern.

China Telecom has an effect on CDMA market

After China Telecom purchased UNICOM CDMA network, got the attention of China Telecom naturally as the consumer -oriented terminal links directly, and the terminal problem becomes the key of determining the future competitiveness of China Telecom. The analyst thinks, because of the limitations of fund of China Telecom, it is more difficult for the cell phone termina to take the advanced route, and CDMA2000 compares with two kinds of other 3G standards, the policy without TD of one side is sheltered, also without China Mobile's rich capability support, on the other hand even lack the extensive international commercial experience that WCDMA has. So, the low-end users in China Telecom will possibly adopt ways such as business trussing up, favourable set menu,etc. to develop first on the initial stage of obtaining C network.

On the other hand, the resource and group customer resources of huge fixed telephone user that China Telecom has are all its important resource that may develop in the future. Wang Xiaochu, Chairman of China Telecom, once pointed out, 200 million users who China Telecom had now will be the potential users of CDMA, "it navigate commercial affair and ' I e house ',etc. add to if you can't last element, wait for for a long time by customer at business " . So, can judge, China Telecom may carry on the marketing of crossing to the customer by trussing up the means of selling etc..

At present, China Telecom is stepping up the overall arrangement CDMA, it convenes the terminal supplier of 23 CDMA mainstreams to communicate in June of this year first, disposed and collected and adopted the matters, and established one's own terminal station to customize the department in the same term, set about to solve CDMA terminal minor plate; At the beginning of July, China Telecom joined CDMA development institution CDG formally in the capacity of director, run and pave the way for CDMA world; According to the plan which China Telecom reveals before this, China Telecom will release China Telecom logo and UI (user interface) formally in October CDMA cell-phone. In addition, China Telecom plan, double quantity, user of CDMA, also, realize " CDMA number of users will approach 100 million in 2009 " Goal.

Could the home-made cellphone change the pattern of terminal market

Finish " CDMA number of users approach 100 million " Goal obvious and terminal without being left for support of manufacturer. According to have a match data display announced to guide, the intersection of CHINAUNICOM and CDMA terminal station collect, adopt, spur some the intersection of Chinese and market share of manufacturer on a large scale 2007. So China Telecom take over the intersection of C and the intersection of terminal station and tactics network implement, general become terminal the intersection of market and key strength of order, CDMA of decision, to a great extent. The one that can be affirmed at present is, China Telecom will strengthen terminal purchase, Chinese manufacturer will have opportunity greatly.

At present, mainly there are foreign brands such as Samsung, LG, Motorola,etc. on CDMA terminal market in China, and such Chinese brands as resurgence, China are. From manufacturers of foreign countries, Samsung has been sustaining terminal input to CDMA all the time in recent years, so occupy greater market share on CDMA market; As the intersection of world and terminal Nokia of manufacturer all alone machine, in 2006 shrink CDMA battle line completely, it, had an effect on CDMA market suddenly too recently, introduced the varied CDMA terminal station in U.S.A. continuously, prepared for marching into China CDMA market again. From Chinese manufacturer, resurgence, China seize certain market share rapidly in recent years for the famous terminal manufacturer. It is reported, on CDMA market in 2007, Samsung relies on 25.6% of the markets to occupy and lead running, but China is immediately after it with 24.4% of the market share.

As to the intersection of Chinese and the intersection of mobile phone and the intersection of manufacturer and market manifestation in recent years, high pass the intersection of Greater China and Meng, president of district, think, though have downswings in the market share of home-made cellphone on GSM market, on CDMA market, the manufacturer of China has many and progress quickly in the past five years. "Everybody can see, the market share in China of Chinese manufacturer has been improved all the time during these years in the field of CDMA2000, this is a spanking situation " .

Meanwhile, have fresh blood that is poured into in CDMA camp too, except that it is as, resurgence that open in China, such new developing CDMA terminal manufacturers as science and technology, the sky of shaking China are bright and open have become strength that the Chinese market can't ignore too.