Recently, the Ministry of Industry and Information Technology (hereinafter referred to as the “Ministry of Industry and Information Technologyâ€) clearly stated that the domestic 4G standard TD-LTE has pre-commercial capabilities, and the Ministry of Industry and Information Technology will introduce support policies to accelerate the development of TD-LTE.
The Ministry of Industry and Information Technology has undoubtedly injected a strong shot into the TD-LTE industry chain. The analysis believes that the relevant departments are speeding up 4G, on the one hand, because overseas operators are accelerating the accelerated development of FDD-LTE 4G services, forcing domestic TD-LTE to accelerate; on the other hand, through 4G licensing to resist the global economic recession, stimulate The domestic economy is also an important reason.
4G base stations will reach 270,000
"The domestic TD-LTE standard 4G service will accelerate." Last Thursday, at the “2012 TD-LTE Network Innovation Seminar†held in Beijing, Dai Xiaohui, inspector of the Science and Technology Department of the Ministry of Industry and Information Technology, pointed out that the basic equipment functions of the TD-LTE network are close to perfect and close to the commercial equipment of overseas FDD-LTE. At the initial level, overall, the expected commercial level was reached. Dai Xiaohui said that the Ministry of Industry and Information Technology will conduct research on the number operation policy of TD-LTE in the near future, and will launch a series of support policies later. She is optimistic that TD-LTE will cover more than 2 billion people worldwide.
The Ministry of Industry and Information Technology officials pushed for the development of TD-LTE, and operators also spared no effort to blow the number for 4G. For example, when Miao, the minister of the Ministry of Industry and Information Technology, went to Hangzhou to investigate the construction of the China Mobile TD-LTE experimental network, China Mobile Chairman Qi Guohua said that the company will double the TD-LTE scale test city from 7 to 14. Yan Guohua also said that by September and October, the number of TD-LTE base stations is expected to reach 270,000.
It is understood that China Mobile executives expressed their confidence in speeding up TD-LTE for the first time. In May of this year, Zhai Guohua said that China Mobile's TD-SCDMA standard 3G network in Guangdong and Zhejiang provinces will be smoothly upgraded to TD-LTE standard 4G network.
4G speed increase with Wang industry chain
The news that operators are speeding up 4G on a large scale has made the capital market and communications industry chain ecstasy.
It is reported that in the 4G terminal bidding meeting in the first half of this month, in order to ensure that the 4G test city can obtain the terminal as soon as possible, China Mobile requires the winning bidder to start supplying in September. It is understood that the group will be tendered in two batches. The first batch of purchases is 9,000 units, and the second batch is 20,000 units, with a total volume of 29,000 units. As the scale of the bidding exceeded the 10,000 units previously transmitted, the communication vendors were surprised.
In the capital market, Chinese media stocks with poor momentum in recent years have been even more viable. Due to the 4G acceleration, last Monday, China Mobile (00941), which was listed in Hong Kong, recently returned to the 90-yuan level and hit its highest closing price since September 2009. Last Tuesday, China Mobile continued to rise by 1.06%. According to the analysis, 4G licensing is most beneficial to China Mobile's operation. Once 4G is licensed, the company's poor share price will rise sharply since the launch of 3G in 2009.
Reporter observation
The arrival of the "4" era
In the 3G era, many companies have made a fuss about the "3". For example, if there is an operator overseas, it is called “3â€, and a well-known mobile phone website in China is called “3G Portalâ€. Today, the "3" trend is gradually being replaced by "4".
At present, 4 inch screen mobile phones are becoming mainstream. The 4-core smartphone quickly replaced the single-core and dual-core phones and became the mainstream of mobile phones.
According to a person in charge of China Mobile Group's terminal company, at the Shenzhen Portable Technology Show, smartphone traffic is 35 times that of feature phones, and tablet data traffic will be 3.4 times that of smartphones. 4G terminal traffic will be 30 times that of non-4G terminals. Although the number of 4G terminals accounts for only 0.2% of the total number of terminals, data traffic has accounted for up to 6%.
If the 3G era is the terminal manufacturer of Apple, the protagonist, then in the 4G era, this protagonist has returned to the hands of operators. The reason is very firm: the spectrum of wireless Internet access is limited. Under the huge traffic usage, the operators who have mastered the limited spectrum have naturally skyrocketed.
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