TD Three tender set: equipment cost to pull down to 2G level

Sun Jin Ma Xiaofang has been extended for 4 months, China Mobile TD-SCDMA Three phase construction network tender results finally announced.　　China Mobile related Personage said to CBN reporter yesterday, ZTE, Huawei, Datang Mobile three strong share 72% of market shares, the other 5 manufacturers each get about 5%~6% market share.　　Among them, ZTE won the largest share of 34%, Huawei followed by 22%, the third of the Datang won 16%, while Nokia Siemens, Beacon, New Mail, Ericsson, Putian accounted for 6% of the following. According to China Mobile's relevant scoring standards, 8 companies are divided into two groups: Group A includes ZTE, Huawei, Datang Mobile and Nokia Siemens, Group B includes Putian, Beacon Communications, Ericsson and new mail.　　China Mobile stipulates that the final category A company's share for the 75%,b class Enterprise is 25%. and the scoring standard for business, technology, one or two network after the evaluation, brand and industry contributions, including business standard proportion, that is, the price accounted for 50%, technical standard accounted for 25%. Subsequently, China Mobile Group requested the provincial branches in June to report their own needs of equipment enterprises.　　Each branch reported three equipment manufacturers, two for a class of enterprises, a class B enterprises. For the disadvantaged equipment, such as Putian, Beacon, new mail, etc., if only consider business quotes, it will lead to a weak share of the market, to combat its continued research and development, the strategic ability to exert pressure on the big manufacturers, so the four manufacturers to open up one-fourth of the marketing quota,　　Also become China Mobile to balance the enthusiasm of various manufacturers and the choice of strategic development space. Early March this year, China Mobile launched TD Three network bidding, involving domestic Foshan, Wuxi, Wenzhou and other 200 cities.　　According to the original plan, the procurement scale of 39,000 wireless base station, a total of about 260,000 wireless load fan, the total mark of more than 8.6 billion yuan, after the completion of the TD network will cover 70% of the area, is two times the scale of 1.6 times.　　According to Zhou Jianming, general manager of China Mobile Group's technology department, three TD network construction will be completed in October, by which time, the number of TD base stations will reach 80,000, covering 238 cities.　　Brokerage Wanguo analyst Fanglu said that the tender results are in line with expectations, the three-phase network will cover 238 cities nationwide, the domestic TD equipment business long-term market structure thus basically established, therefore, in the three tender, market share than short-term profits more important. In Fanglu view, after the three-period bidding, the follow-up, although there are still new, but mainly to the land-level city extension, its capacity expansion potential is difficult and the first three-year construction of the city compared.　　Therefore, in the first three period of the bidding in the market share of equipment manufacturers will be the future network expansion of the main beneficiaries of investment. At the same time, falling prices are a predictable factor.　　The three-stage scale is far ahead of two, the scale effect is more obvious; the company continued to invest in TD Research and development, technological progress brought about by the cost of decline, at the same time, the unified 3G research and development platform also helps TD cost allocation. According to the three-stage bidding, the TD equipment competition has just started to show the characteristics of the stage of "maturity", which has entered the price greatly reducedStage。　　The ZTE led by the equipment manufacturers significantly reduced TD base station quotes, not higher than 13,000 yuan/carrier frequency of the offer less than TD two period bidding, Huawei's offer is about 15,000 yuan/carrier, so that the cost of TD equipment has been pulled down to 2G level.　　Fanglu that, although the TD industry chain is not yet mature, but in the policy resources, the development of TD industry may exceed market expectations, especially after the start of the scramble for 3G users, the implementation of the policies will gradually be in place.　　In addition, China Mobile related sources said that the three-year tender results have not involved some TD equipment prior to the overall relocation of equipment, but there has been no relocation after the replacement has not been determined. Previously, the industry has reported that in the three issue of tenders, ZTE and Huawei have proposed that the original by the Datang Mobile can be relocated in Shanghai and Guangzhou TD network. In fact, in the TD three tender, the competition for the Guangdong market is also the most intense, ZTE won 40% of the market share in Guangdong, Ericsson and Datang Mobile each obtained 20%, Huawei obtained 6%.