China Telecom's 4G bidding results released: ZTE Huawei's upper shell accounts for 80%

According to the news on October 9, according to people familiar with the matter, the bidding for the main equipment of China Telecom's LTE network, which has attracted much attention from the industry, has ended recently. The efficiency of this tender is very high. From the initial release of the bid to the final result, it took less than 40 days.

China Telecom's LTE bidding adopted the bid invitation method, with 10 equipment vendors shortlisted and 8 vendors finally gaining share. Among them, ZTE, Huawei and Shanghai Bell are in the top three, followed by Xinyoutong and Datang Mobile, while Ericsson, NSN and Fiberhome share are relatively low. From the perspective of share distribution, the top three occupy nearly 80% of the share, ZTE and Huawei share more than 60%, while the remaining manufacturers are in single digits.

Judging from the final results, the supply pattern of China Telecom's wireless equipment suppliers has basically continued. ZTE, Huawei, and Shanghai Beihai still ranked in the top three, but their absolute shares have all declined. .

In the LTE era, because telecommunications chose the TDD + FDD hybrid networking method, and TDD exists as an independent data subnet, this greatly increases the choice of equipment vendors. In this round of bidding, TDD's share is about 30%, and FDD's share is about 70%. For example, Datang Mobile won the bid for TD-LTE equipment, and Xinyoutong is FDD equipment.

Ericsson and NSN, which were originally intended to win, did not perform well. As the world's major LTE network equipment supplier, although there is no stock in the current network of China Telecom's wireless equipment, the resulting LTE share does not match their global market position. In particular, Ericsson has constructed the LTE network of the vast majority of mainstream CDMA operators in the world, but eventually lost to Maicheng.

However, it should be pointed out that there is a clear difference between China Telecom's LTE network equipment bidding and China Mobile's TD-LTE bidding. China Mobile is adopting a one-step approach. 200,000 base stations will basically determine the future pattern of equipment vendors. China Telecom's bidding is also of a nature of asking for directions, and equipment vendors have the possibility of turning over in the future. According to a manufacturer from the downstream of the industry chain, the scale of China Telecom ’s round of bidding is smaller than the original industry expected: "It was originally expected that 60,000 base stations will be deployed, but the amount completed within this year may be much smaller than this. . "

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