Telecoms, Mobile Phones, 5G, Satellite Communications etc.

Re: Telecoms Sector

Postby winston » Tue Nov 22, 2011 11:00 am

not vested

DJ MARKET TALK: UOB Tips Telecom Spending Beneficiaries

1036 [Dow Jones] UOB KayHian says that although most telecom equipment manufacturers will see revenue growth since China's telco industry is going to spend an additional 39.9% capex investment over the next five years, it believes only technology leaders with a continuous supply of new products can ensure their profits show absolute improvement, given that technology products always show margin declines after having been sold in the market for years.

Therefore, "we prefer telecom technology leaders like Comba (2342.HK) and ZTE (0763.HK) as our telecom industry 12th FYP (five-year plan) plays."

It also likes Lenovo (0992.HK) as the company will benefit from rising smartphone and computer equipment demand, triggered by wireless data boom and rising information service development.

Source: Dow Jones Newswire
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Re: Telecoms Sector

Postby winston » Tue Jan 03, 2012 6:17 am

Bonus for telecom equipment makers
Tuesday, January 03, 2012

China's telecom equipment providers are likely to benefit from an extension of the integrated network scheme, analysts say.

The State Council announced over the weekend that it will extend the trial scheme - which seeks to consolidate internet, television and telephone service networks - to 42 more cities.

The move will bring the total number of cities under the scheme to 54, including all four directly governed cities and most provincial capitals.

Although details of the second phase of the scheme are not yet available, analysts said telecom equipment makers are set to benefit in the medium term.

The scheme would boost investments in telecommunications infrastructure, according to Kenny Tang Sing-hing, general manager at AMTD Financial Planning, as demand for bandwidth is poised to surge while network penetration increases.

Some market analysts estimate that the network integration scheme, first discussed in 2001 but not announced until 2010, is likely to proliferate into businesses that are worth as much as 3 trillion yuan (HK$3.7 trillion) by 2015.

Tang believes telecom and cable television equipment providers such as China Communications Services (0552), Centron Telecom (1155) and ZTE (0763) will benefit. But telecom operators such as China Mobile and China Unicom (0762) will see little upside from the policy.

Various telecom enterprises are also preparing for new opportunities expected to arise from the consolidation of the three platforms.

China Communications Services, for example, has announced a two-for-10 rights issue on both its H and A shares for a net 2.9 billion yuan, in order to expand markets and conduct acquisitions.


http://www.thestandard.com.hk/news_deta ... 20103&fc=2
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Re: Telecoms Sector

Postby iam802 » Sun Jan 08, 2012 9:44 pm

iMessage already allow users using iPhones to message each other for free.

---

Analysis: Texting profits at risk as users look elsewhere

http://www.reuters.com/article/2012/01/ ... 8U20120105

(Reuters) - Text-messaging has long been a big-time profit generator for U.S. mobile operators, but they now risk losing these profits as consumers find cheaper ways to communicate.

SMS -- short message service -- is no longer all the rage, but it still generates an estimated 12 percent of service revenue for U.S. operators.

Now, with many consumers turning to low-cost alternatives like iMessenger, BlackBerry Messenger and Facebook's mobile messaging service, operators like Verizon Wireless, AT&T Inc and Sprint Nextel risk losing a steady, superbly profitable source of income.

Customers using the new crop of messaging services must still pay for mobile Internet access, but the cost per message is much smaller than a monthly SMS service plan or per text charges, particularly as U.S. carriers charge both the recipient and sender.

U.S. operators still carry a lot of text messages on their networks, but they are seeing warning signs ahead.

"I do expect SMS to be under attack," Verizon Chief Executive Lowell McAdam told the audience at an investor conference in December, noting that some European carriers have already seen texting alternatives hurt their financials.

In particular Dutch operator KPN blamed the messaging services of social networks such as Facebook and Twitter for a dramatic drop in text messaging revenue in 2011.

In South Korea one alternative service, Kakaotalk, now handles 30 billion messages a month, eating into traditional texting traffic at the country's three mobile network carriers including SK Telecom.

"Every major wireless operator is seeing some substitution for text messaging," said Mark Lowenstein, the head of wireless consulting firm Mobile Ecosystem.

Craig Moffett, an analyst for Sanford Bernstein, said carriers have a huge cause for concern as he described text messaging as "the most profitable service known to man."

At current rates SMS brings in $1,000 for every megabyte of data transmitted compared with the 2 cents to 13 cents per megabyte generated by a typical wireless Internet data plan, according to Moffett, who notes that this revenue is virtually "100 percent profit."

AT&T and Verizon Wireless have moved to stem a texting revenue decline by eliminating cheaper options for smaller buckets of texts. AT&T eliminated a $10/month plan for 1,000 texts in August and now offers only a $20 unlimited plan or pay-as-you-go texts for 20 cents each.

Verizon Wireless followed suit in November by dropping a $5 per month plan for 250 texts. It offers a $10 plan for 1,000 texts a year on top of its $20 unlimited plan.

The push toward higher service fees may end up backfiring and hastening a move to alternatives, as consumers have become particularly vocal in their rejection of fee increases. Verizon Wireless ended up abandoning a new $2 payment fee last week after a consumer uproar.

"They risk alienating a certain portion of their subscriber base by forcing them to pay for higher-priced unlimited tariffs particularly if they don't provider a more affordable option," said Informa analyst Pamela Clark-Dickson.

SAVED BY FRAGMENTATION?

One saving grace for operators could be the fact that alternative texting services are so fragmented. For example, only BlackBerry users can send or receive BBM messages.

The same goes for iMessenger, a messaging service that is exclusive to users of Apple Inc's iPhone. Unlike BBM, which requires users to open a separate app, iMessenger is integrated into the iPhone's texting message.

This means that a text to a non-iPhone user is automatically sent via the traditional channel, but a text to an iPhone user will go via iMessenger and circumvent the carrier fee.

While services such as Facebook and Twitter work on all smartphones, many consumers may keep paying for traditional text messages if they want to continue to text with people who have a different phone or service.

It is true that traditional texting did not take off in the United States until operators agreed to work together so consumers could exchange texts with friends on rival networks.

According to CTIA, the U.S. mobile industry trade group, texting volume rose from 930 million in June 2002 to 1.5 billion in the same month a year later after interoperability.

So unless companies like Apple and BlackBerry maker Research In Motion agree to interconnect their services, there will also be some traditional texting fees for operators.

"Until that point when it becomes interoperable the issue is going to be somewhat contained," said Soumen Ganguly, a consultant at Altman Vilandrie who is doubtful these companies will ever agree to interoperate.

However, even without interoperability, alternative services are gaining ground. BlackBerry Messenger, for example, has become so popular in the UK that police said it was a key tool used by rioters in London during an outbreak of violence in August and they even considered seeking permission to suspend the service in times of civil unrest.

Despite market fragmentation many consumers are figuring out ways to avoid texting fees entirely, analysts said.

"If we're not there now, we're very close. For lots of customers they're already there," Moffett said. So if raising prices is not the answer, what can carriers do?

"It may not be there's much they can do. The Internet has done this to lots of business," he said.
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Re: Telecoms Sector

Postby winston » Tue Jan 31, 2012 8:39 am

Singapore's telecommunications regulator, the Infocomm Development Authority, is introducing several changes to improve the quality of mobile phone and broadband services, from better coverage to allowing consumers to cap data-roaming charges, the Straits Times said on Tuesday.

Source: Reuters
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Re: Telecoms Sector

Postby winston » Sat Feb 04, 2012 6:18 am

India Is the World’s Second Largest Telecom Market

Source: AFP
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Re: Telecoms Sector

Postby winston » Wed Feb 08, 2012 9:37 am

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DJ MARKET TALK: China Telecom Gear Makers Will Have Good 2012-UOB

0908 [Dow Jones] UOB KayHian expects China telecom equipment makers will have another good year in 2012;

It says optical equipment makers will benefit from continued fibre broadband expansion, especially for leaders such as ZTE (0763.HK), Huawei and Fibrehome, while the 3G boom will provide opportunities to equipment and smartphone makers.

The house expects China Unicom (0762.HK) to face the biggest pressure to increase 3G capex in 2012 to cater to rising data traffic demand, and therefore market leaders in the mobile equipment supply chain, including ZTE, Huawei and Comba (2342.HK), will be the major beneficiaries.

On the handset side, it says major affordable smartphone producers, including China Wireless (2369.HK), Huawei, Lenovo (0992.HK) and ZTE, are the beneficiaries.

Source: Dow Jones Newswire
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Re: Telecoms Sector

Postby winston » Sat Mar 31, 2012 8:28 am

China's mobile phone subscriptions top a billion

China said Friday it had broken the barrier of one billion mobile phone accounts at the end of February, as more people in the world's most populous country ditch fixed phones.

The number of cell phone subscriptions grew 20.7 million in January and February to reach just over one billion, the Ministry of Industry and Information Technology said, up from 900.4 million in April last year.

In contrast, the number of fixed line subscriptions fell by 828,000 during that period to reach 284.3 million, the figures showed.

Mobile phone use has exploded in China in recent years as handset prices and user charges have dropped, while the continual arrival of new technologies on the market has spurred sales.

Of the more than one billion accounts, a total of 144 million used 3G technology -- nearly double the figure for April 2011.

However, the figures do not indicate how many mobile phone users there are in China, as companies and individuals may have two or more subscriptions each.

China also has the world's largest web population with more than half a billion Internet users, according to official figures.


Source:AFP Asian Edition
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Re: Telecoms Sector

Postby iam802 » Thu Apr 12, 2012 9:46 pm

Samsung made the right assumption and transit to where the mobile phone market is.

Nokia made the wrong assumptions, believing that the 'low end phones' will bring about the next 'billion users'....and they lose the market.

----
How Samsung beat Nokia?

http://www.asymco.com/2012/04/12/how-sa ... eat-nokia/
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Technology Sector

Postby iam802 » Fri Apr 27, 2012 11:20 am

Samsung Overtakes Nokia as World’s Biggest Phone Vendor

http://www.bloomberg.com/news/2012-04-2 ... endor.html

Samsung Electronics Co. overtook Nokia Oyj (NOK1V) as the world’s biggest phone vendor in the first quarter, market researcher Strategy Analytics said in a statement today.
Samsung shipped 93.5 million phones in the first quarter compared with Nokia’s 82.7 million, according to the statement.
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Re: Telecoms & Mobile Phones Sector

Postby winston » Thu May 17, 2012 5:32 am

Approximately 419.1 Million Mobile Phones Were Bought Worldwide During the Quarter

Mobile phone sales worldwide suffered a rare dip in the first three months of this year on softened demand in Asian markets, industry tracker Gartner reported

Source: AFP GLOBAL EDITION
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