Thursday, August 20, 2009

DoCoMo eyes Asia

NTT DoCoMo is interested in buying Cambodian wireless operator Mobitel, according to a top executive. Mobitel – a subsidiary of Luxembourg-based operator Millicom – has been operating a GSM network in Cambodia since November 1996, according to GSMWorld, and has around 2.12 million subscribers.

DoCoMo has a long-stated goal of boosting its overseas revenue to 10% of sales (around $1.1 billion) within the next four or five years, and hopes to do so through a series of strategic mergers – mostly within Asia. DoCoMo already holds minor stakes in Tata Teleservices, Axiata Bangladesh and Malaysian operator U-Mobile.

The company is also chasing potential investments in Vietnam, Indonesia, Thailand, China, Sri Lanka, Oceania and the Middle East. But in some Asian markets, DoCoMo will wait until regulatory regimes are relaxed before pursuing investments, the executive said.

source: telecomasia.net

China Mobile's lowers its TD-SCDMA target

China Mobile has slashed its homegrown TD-SCDMA subscriber target from 10 million to 3 million for 2009. Note that the Ministry of Industry and Information Technology (MIIT) gave China Mobile a three-year target of 100 million and reduced it to 50 million earlier this year.

“Chinese consumers are sensitive to price. I think the current 2009 target of three million can be easily achieved if the group is willing to cut TD-SCDMA data fees,” the official said.

Network coverages:
Although given one-year head start over the other two to rollout 3G, China Mobile is the slowest among China's three telecom operators in expanding its 3G network. According to MIIT statistics, China Telecom's cdma2000 network now covers 342 cities and China Unicom's W-CDMA network 100 cities. However, China Mobile's TD-SCDMA network only has coverage in 38 cities, and will expand to a total of 238 cities at the end of this year.

Handsets:
In terms of mobile phones, international giants like Nokia, Motorola and Sony Ericsson are still slow or reluctant to develop TD-SCDMA mobile phones. Motorola has launched only one TD-SCDMA mobile phone as a token of support, while Nokia and Sony Ericsson's TD-SCDMA device plans are still up in the air.

Docomo returns to top net-add ranking after three years

Bloomberg notes that Docomo added 143,600 users in July, 6,000 more than Softbank. Softbank was the country's second-fastest-growing operator ahead of KDDI. Softbank had previously led the ranking for 26 straight months. KDDI led in terms of new subscribers for the nine months preceding that. "The release of our summer models and lowering the minimum charge for data transmission contributed to boosting our sales," Makiko Furuta, a spokeswoman for DoCoMo in Tokyo, told Bloomberg.

source: GMBB

Friday, August 14, 2009

กทช.เห็นชอบวิธีประมูล3จี

นายสุรนันท์ วงศ์วิทยกำจร เลขาธิการคณะกรรมการกิจการโทรคมนาคมแห่งชาติ หรือ กทช. เปิดเผยว่า เมื่อวันที่ 6 สิงหาคม 2552 บอร์ดได้เห็นชอบให้ใช้วิธีการประมูลแบบ Simultaneous Multiple Round Ascending (S.M.R.A) ซึ่งจะมีการเปิดประมูลใบอนุญาตพร้อมคลื่นความถี่ 2.1 กิกะเฮิรตซ์ จนกว่าจะได้ผู้เสนอราคาสูงสุดในแต่ละไลเซนส์ไม่มีมีการเสนอราคาแข่งแล้ว

วิธีการนี้จะเหมือนการเปิดประมูลทะเบียนรถยนต์ที่ผู้เข้าร่วมประมูลทั้งหมดจะแข่งกันชูราคาจนกว่าจะได้ราคาสูงสุด ตามที่บริษัทที่ปรึกษาเสนอแนะผ่านวิดีโอคอนเฟอเรนซ์ ในการประชุม โดยครั้งนี้เป็นเพียงการเลือกวิธีการประมูล แต่ยังไม่ได้ข้อสรุปเรื่องราคากลาง ระยะเวลาในการประมูล รวมถึงวิธีการประมูลแต่แนวโน้มจะเป็นการอี-ออกชันมากกว่ายื่นซองเสนอราคา

ส่วนหลักเกณฑ์การประมูล 3 จี ซึ่งจะระบุคุณสมบัติผู้เข้าร่วมประมูล อาทิ ประสบการณ์ในการทำงาน ทุนจดทะเบียน เป็นต้น ซึ่งมั่นใจว่าขั้นตอนที่เหลือจะแล้วเสร็จไม่เกินไตรมาส 3
source: ผู้จัดการ

UK consumers give up anything but communications!

According to Ofcom's sixth Communications Market Report - around half of UK consumers said they would sooner cut back on eating out, home improvements and holidays than give up communications services. When asked which items consumers were likely to cut back on in the recession, 47 percent would choose to cut back on going out for dinner, 41 percent on DIY and 41 percent on holidays. This compares with only a fifth (19 percent) who would cut back on mobile phone spend, 16 percent on TV subscriptions and 10 percent on their broadband services.
However, in the mobile sector, there was evidence that UK consumers are increasingly looking for cheaper deals. Ofcom said that some 70 percent of mobile users said they would retain rather than upgrade their mobile handsets to save money on their bills.
source: GMBB

Turkish mobile market and forecasts

Turkish market background
#1 Turkcell = 36.6 million connections in 2Q09 (57 percent market share)
#2 Vodafone Turkey = 15 million (23 percent)
#3 Turk Telecom's Avea = 12.4 million (19 percent)
However, the market has been volatile in recent quarters following the introduction of mobile number portability in Q408.

The three mobile operators won WCDMA licenses in a government auction last November. All three bids surpassed the government's reserve price for the licenses, though a fourth license was cancelled due to lack of interest. Note that an earlier auction two years previously had been boycotted by Vodafone and Avea and cancelled.

The delay in obtaining the spectrum has meant the operators have had sufficient time to build-out their new networks to large swathes of the country. Turkey's new high-speed networks have recently switched on by all three incumbents. (approx. 8 months lead-time after licenses granted)

All three players have hinted recently that they are in favour of network sharing as a way to keep down costs during rollout of the new networks.

3G forecasts
New data from Wireless Intelligence forecasts that combined WCDMA and WCDMA-HSPA connections in Turkey will reach nearly 30 million by the end of 2013, accounting for over a third of the country's total mobile connections by this point.

source: Wireless Intelligence