China Mobile's TD-LTE equipment bid for Huawei ZTE tied for first place

In response to China Mobile ’s first TD-LTE bidding recently, people familiar with the matter disclosed the details of the bidding results. What is surprising is that the share of several foreign equipment manufacturers with great hopes was dismal, and domestic equipment manufacturers gained more than 70%. Share.

Huawei ZTE tied for first place

In order to speed up the development of China Mobile's network and further optimize the network structure, China Mobile launched the bidding for the construction of the TD-LTE expanded scale test network in July 2012. This trial network covers 10 cities including Guangzhou, Shenzhen, Hangzhou, Beijing, Shanghai, Tianjin, Nanjing, Shenyang, Qingdao, and Xiamen, plus three wireless cooperation cities across the Taiwan Straits, including Ningbo, Chengdu, and Fuzhou. TD-LTE network. Since this is the first tender for TD-LTE equipment, it has received great attention from all parties.

The construction scale of this bidding is about 20,000 new base stations and about 52,000 new carrier frequencies. There are two equipment manufacturers in each city. The industry expects that with the equipment bidding and supporting equipment and engineering construction, China Mobile's TD-LTE network construction will cost several billion yuan.

Among them, Huawei and ZTE received the most shares, both of which were around 24%. Both of them obtained network construction qualifications in 5 cities, Huawei in Shenzhen, Hangzhou, Shanghai, Beijing, Chengdu, and ZTE in Guangzhou, Shenzhen, Beijing, Shenyang and Tianjin.

Foreign telecom equipment giants are not happy

The third and fourth places are Datang Telecom and Alcatel-Lucent ’s subsidiary in China, Shanghai Bell. These two companies have almost the same market share, both of which are around 13%. Among them, Datang Telecom won Hangzhou, Fuzhou, For the share of Ningbo and Nanjing, Alcatel-Lucent won the share of Shanghai, Qingdao and Nanjing.

Next up are Ericsson and Nokia Siemens, of which Ericsson has a share of 8%, building networks in Guangzhou, Shenyang and Qingdao, and Nokia Siemens building networks in Xiamen and Fuzhou.

Other TD-LTE core system equipment suppliers, such as China Putian, also participated in this tender. China Putian won the bid for the construction of TD-LTE networks in Tianjin and Xiamen. Among them, Tianjin has 1450 load fans and Xiamen 1380 load fans, with a total of 2830 load fans. Promote.

And Xinyoutong and Fiberhome ranked last in winning bids.

Domestic equipment manufacturers account for more than 70% of the share

According to people familiar with the matter, the equipment vendors that have won the bid have started signing purchase contracts with China Mobile Group and the city branch of the bid.

It can be seen from the above that the three foreign telecommunications equipment giants of Alcatel-Lucent, Ericsson and Nokia Siemens did not perform well in the China Mobile TD-LTE bidding. Except for Alcatel-Lucent ’s large share, the other two shares did not exceed 8%, which is very unsatisfactory compared to expectations.

The domestic equipment manufacturers accounted for more than 80% of the share, which seems to continue the situation of continuing the share of TD-SCDMA. Before and after the fifth period of TD-SCDMA, several foreign telecommunications equipment giants were worse, generally not exceeding 8% of the share. They used to post to the TD-LTE bidding to reshuffle, but the results were not ideal for them.

Whether this result is beneficial to the long-term development of TD-LTE is hard to say.

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