Update: March 17, 2008
Adding further credibility to the scenario outlined below is a March 17 report via China Trade Information – China Telecom seeking CDMA sales, technical staff
This report notes China Telecom is continuing to make active preparations for the acquisition of Unicom’s CDMA business.
Li Yizhong – Newly appointed head of the Ministry for Information and Industry.
image courtesy BDA
China Telecom Industry Restructuring Scenario (one of several) in Nutshell:
Analysts have speculated that following the reshuffle of China’s telecom industry (TBA post Olympics), China Telecom will be responsible for W-CDMA network construction (after it formally receives a license to operate in the mobile industry). In addition, China Unicom’s CDMA business will be taken over by China Telecom, China Unicom’s GSM business will be taken over by China Netcom, and China TieTong will be merged with China Mobile. These three reshuffled operators – China Mobile, China Telecom and China Netcom – will therefore all have fixed-line, mobile and broadband businesses, as well as 3G licenses.
There is also a behind the scenes battle (now being waged) over the rights to build out the W-CDMA 3G network. After the industry reshuffle is complete, it’s likely that only one China carrier will be responsible for development of the W-CDMA network and China Mobile is planning to compete with China Telecom for the rights.
Confused yet? And what the heck does all of this have to do with Apple iPhone in China? … Read the articles below and the implications of “iPhone in China” may become a “bite” more clear…