How Big is China’s 5G Infrastructure Deployment ?

On 21st Feb Chinese Ministry of Telecom announced a national policy to accelerate 5G rollout, aiming to use 5G Capital Expenditure as a way to stimulate the Economy after COVID-19 epidemic. This is similar to the response seen in 2009 post the GFC when infrastructure building for 3G was seen as way to get money into the system. 3G licenses were issued to the big three carriers (China Mobile, China Telecom and China Unicom).

China Mobile the largest consumer of optical fiber cable (OFC) globally, had announced its 2020 tender China Mobile Tender Points to Gradual Demand Pickup to procure standard OFC cables a month back. Our analysis of the tender had indicated an expected

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China Moves towards IoT & Cloud Economy

China is migrating from mobile internet to the internet of things (IoT). Voice assistant adoption has hit an inflection point while industrial internet opens up new big-business opportunities. The cloud is the foundation, driving the digital upgrade across traditional industries from retail to healthcare, finance, manufacturing and government.

Voice assistant adoption has hit an inflection point. Baidu’s DuerOS-powered smart device installed base also jumped 33% to 150m in the past three months. Baidu was the first to launch a smart speaker with display world-wid,

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China Likely to Halve InterConnection Fees

China Unicom 4G LTE PlansIndustry checks and Chinese news indicate that the telecom regulator, MIIT, may consider policy changes in interconnection fee favoring China Unicom/China Telecom, and allowing China Mobile to enter the Broadband market.

(MIIT), the industry regulator, may consider introducing two policies to the telecom industry: (1) permitting China Mobile (CM) to provide broadband services; and (2) reducing interconnection settlement fee from RMB0.06/min to RMB0.03/min when China Unicom (CU) and China Telecom’s (CT) mobile calls terminate on CM’s network, while CM will continue

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The Great Broadband China Strategy Includes SmartCities

China Broadband StrategyThe State Council announced several measures to encourage the growth of China’s IT-related sectors. First of all, a Broadband China strategy will be introduced to accelerate the construction of the country’s telco infrastructure. The government will promote further its fiber-to-the-home (FTTH) scheme to enable broader access to higher internet speeds. The operators are moreover tasked to further expand the coverage of 3G networks, while the regulator will strive to approve 4G licenses by 2013-end. We expect these measures to improve the demand outlook

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