3G mobile phone delivery rate less than 30% Xiaochu questioned manufacturers "whether shame"

Early June 25 morning, Wang Kun couldn't (a pseudonym) did not have to eat breakfast, excitedly rushed to Beijing Jinrongjie, as the invitation of China Telecom guests, he had a premonition, will be held here "Tianyi 3G Terminal Summit" is very likely to release the good news, "may be a large concentration of procurement, but also may be subsidies to the terminal." The global financial crisis at present, all walks of life are struggling to "expand domestic demand, guarantee growth", and his mobile phone industry because of 3G licence issued by his business Circle friends think is "the scenery here alone."　　Indeed, as the three operators have started 3G operations, such as his mobile phone manufacturers immediately become the object of competition among operators. The presence of Xiaochu, general manager of China Telecom Group, made him more determined, and the low-key operator rarely attended such meetings.　　However, looking forward to and excited about the Wang Kun couldn't and the scene of more than 400 guests, but was Xiaochu threw a scoop of cold water. "China Telecom purchased 1 million 3G terminals at the beginning of the year, but until yesterday, we have only received 270,000 units, has sold more than 100,000 units, at present in the case of only a hundred thousand of inventory, want to organize a strong sales activities are impossible."　　"In the face of a full team of partners, Xiaochu at the beginning of the meeting off the speech, straight to ask" Are you ashamed? Xiaochu was evidently in a hurry.　　China Telecom operating CDMA network has the advantage of smooth upgrade, in the three major operators in the first completed a large range of 3G network coverage, but the lack of mobile phone terminal, so that it seems to be tied to the hands and feet. "In the context of the financial crisis, why is there still a standstill in the face of opportunities?"　　Xiaochu's dissatisfied speech reveals a wave of expectations. Xiaochu Xiaochu at the summit revealed that about two weeks ago, a research group of more than 20 investors, led by JPMorgan Chase, told him that he had conducted a network quality test of the 3G network of three operators in the country through a study, showing that "speed, stability,　　Network coverage and so on, China Telecom's CDMAEVDO are the first.　　Public data show that, as of June this year, China Mobile TD Network coverage of the number of cities is 38, China Unicom's 3G coverage of the latest number is 100 cities, and the Chinese telecom EVDO has covered about 400 cities. Xiaochu also cited his recent experience in Tibet as an example, in the three areas he went to, the farthest counties have completed 3G signal coverage. Not only that, but on the way to Tibet, he also kept an eye on his cell phone signals and found that not only in the city, but also on the road to find 3G signals.　　Xiaochu even said that during his time in Tibet, he approved documents and consulted the stock information of two overseas listed companies in China Telecom, which was done by mobile phone. As the general manager of China Telecom, Xiaochu said he would often sell CDMA and 3G to people everywhere he went, but when many people listened to his introduction and asked "Where to buy 3G mobile phones", he oftenFeel embarrassed. Xiaochu said that in the 3G operation, China Telecom in addition to the network coverage of the ancestors one step, but also in the 3G application level to do a full preparation. According to its introduction, China Telecom has established a "number hundred companies", responsible for the wireless Internet business closely related to the telecommunications business, but also set up another more open platform "software Store", which is open to all external partners, when 133, 153 of the existing business will be upgraded to 189 platforms　　To achieve full integration of 2G and 3G.　　Clearly, in Xiaochu's view, China Telecom is now "everything is ready, only to the end." June 27, the reporter interviewed in China Telecom Business Hall also confirmed the concern of Xiaochu.　　In the Great North China Telecom Business Hall, a lot of inquiries EVDO mobile phone customers, and finally have to regret to be told: Take not arrive. "Only four models of 3G mobile phones. The staff at the Great North Kiln office said there had been news that more handsets were coming, but there was no arrival, and now even these four sections have been broken.　　And in the distance of China Mobile Business Hall, the reporter saw, although TD mobile phones also exist goods are not congruent with the problem, but consumers can buy TD mobile phones on the spot. Manufacturers wait and see because this February, China Telecom Co., Ltd. (0728. HK) President Chang has said that in 2009, China Telecom will achieve a net gain of 35 million of the target, plus the user, this year's terminal sales may be around 50 million, of which 3G of EVDO mobile phones are expected to account for about 40%. According to this calculation, China Telecom 3G mobile phone shipments to at least 20 million units to meet demand.　　At present, according to Xiaochu revealed only 270,000 units of data, obviously with 20 million units there is a huge gap.　　Why do all walks of life face the lack of orders, a number of mobile phone manufacturers of China Telecom's 3G big cake lingering appetite? "In terms of capacity, there should be no big problem, but handset makers are still on the sidelines," he said. Dengquibin, Vice general manager of the market research company, told reporters.　　And wait and see one of the reasons is that many mobile phone manufacturers in the hands of the 2.75G CDMA 1X mobile phones on the Yahuo more serious, inventory than more, the unit price of these handsets are around 2000 yuan, "if they do not sell these handsets, will undoubtedly affect their production EVDO mobile phone enthusiasm." Mainly engaged in CDMA mobile phone production of the future Technology (Beijing) Co., Ltd. Vice President La Xiaobo told reporters, in April this year, China Telecom for the procurement of CDMA1X mobile phone more positive, but later found that the user's ARPU value is lower, began to control the subsidies on such handsets, resulting in mobile phone sales have slipped　　, and manufacturers due to the expected deviation caused by cdma1x mobile phone Yahuo, had to take a more cautious attitude in EVDO mobile phone production. "During the first five months of the CDMA takeover in China Telecom, the cityThere is a large gap of CDMA demand in the field, what kind of mobile phones can be sold, many small manufacturers have increased production, the results in March this year, due to the gap gradually filled, the market is not sustainable, and users began to pay more and more attention to cost-effective, resulting in a number of strong manufacturers have yahuo situation.　　Yu Long executive vice President Li Wang told reporters. Tianyu Lanton deputy general manager Xiaojiu said: "Because of the high cost of CDMA mobile phones, manufacturers will be more cautious in production, dare not casually enter."　　"He told reporters, even if the GSM mobile phone appears Yahuo, can also consider price reduction, to two hundred or three hundred yuan clearance, and the current domestic CDMA mobile phone prices are relatively high, especially EVDO mobile phones, there are few thousand below the product. Yulong, Tianyu Lanton and other well-known CDMA handset manufacturers related to the person in charge of the phone, said that indeed the current CDMA3G mobile phone in the supply of some slow. However, Li Wang and Xiaojiu all think, because the emergence of Yahuo is not strong small manufacturers, many of these are seen in the CDMA industry chain opportunity to jump hastily, therefore, in the presence of Yahuo, more easily due to failure and change the attitude of wait and see. "In fact, there are only six or seven companies in the industry chain," he said.　　"Xiaojiu said. In addition, China Telecom's sky-wing terminal Company in the procurement of regional differences is also leading to manufacturers wait and see one of the reasons.　　Dengquibin that, although some procurement is the Sky Wing Terminal headquarters, but the implementation is in the provincial companies, more procurement by the provincial companies directly signed, so that the purchase volume of these orders will be small, so that manufacturers can not reach the scale effect, not cost-effective.　　Restart 3G Terminal purchase although Xiaochu's "cold water" at the beginning of the summit has made many manufacturers unexpected, they are looking for huge purchases and terminal subsidies.　　In the day of the 3G Terminal Summit, in order to solve the problem of mobile phone manufacturers wait-and-see, responsible for terminal procurement of China Telecom Tianyi Telecom Terminal Co., Ltd. announced a new procurement plan. Sky Wing Terminal Company General Manager Madaujie announced that this July, China Telecom will be united in the mail equipment, Putian Tai, Shenzhen Eschde, Shenzhen, the four power generation to domestic and foreign mobile phone manufacturers bidding 3 million thousand yuan below 3G mobile phone.　　In addition, in August, China Telecom will also join four major countries to tender a batch of 3G smartphones. "Through these two purchases, China Telecom to solve the problem of the popularization of the terminal, first of all levels of users can afford 3G, in order to talk about the next step of the goal and development."　　Madaujie told reporters that China Telecom's procurement can help more manufacturers enter the industrial chain to solve the demand gap problem.　　Dengquibin that through large-scale procurement, can stimulate the enthusiasm of manufacturers, to dispel their wait-and-see attitude; At the same time, China Telecom's two purchases are directly targeted at its 3G terminal weakness. According to Madaujie, the following 3G terminals in the launch of the work will begin in July, China Telecom has one months ago launched a phaseOn technical specifications and business standards formulation work, China Telecom and cooperation manufacturers through research, China Telecom will be wireless broadband, love music, Sky Wing live 3G applications integrated in the mobile phone.　　Prior to this, the domestic EVDO 3G mobile phone for more than 2000 yuan products, China Telecom in the promotion of 3G also more emphasis on the high-end crowd, however, the tender directly facing the products below the thousand Yuan, indicating that China Telecom more focus on price competition. Xiaojiu also told reporters, in fact, the market for high-end mobile phone demand is not big, and the early purchase is high-end products, so 3G users still some remote, and the solution is to push thousands of dollars around the phone.　　He revealed that Tianyu Lanton has developed a thousand-dollar handset and is likely to be released next month. And the cooperation of China Telecom and Granville Sheng let thousand Yuan 3G mobile phone further to the reality. Prior to this, because Qualcomm is the CDMA industry chain monopoly chip manufacturers, resulting in terminal prices than GSM/WCDMA, has become a constraint on the development of industrial chain obstacles. It is reported that the following mobile phone chips more than the use of Granville EVDO chip.　　According to Granville-Sheng related people, according to cost accounting, with Granville chip production of mobile phone prices will be in the early 800 yuan.　　One episode of the meeting was that Ma Wu, while evaluating Qualcomm, stressed the hope that it would develop more practical solutions and, in the case of Granville, "sincerely and eagerly" looking forward to the introduction of better products. According to China Telecom's operating data, China Telecom's new mobile phone users reached 2.21 million in March, a correction in April, only an increase of 1.87 million, to May again rebounded, adding 2.2 million users.