Sina Tech, 12/21/07
According to an informed source, 19 firms are to compete for China Mobile's (NYSE: CHL; 0941.HK) upcoming orders for 40,000 TD-SCDMA handsets and data cards. 15 of these have already obtained National Development and Reform Commission (NDRC) TD-SCDMA licenses, including ZTE (0763.HK; 000063.SZ), Datang, Hisense (600060.SH), Lenovo (0992.HK), Amoi (600057.SH), Ningbo Bird (600130.SH), Motorola, Haier, Yulong, Samsung, LG, Holley (600097.SH), Huawei, BenQ (2352.TW) and UTStarcom (Nasdaq: UTSI).
The NDRC issues licenses on the basis of handset licenses from the Ministry of Information Industry's China Academy of Telecommunication Research (CATR), and in effect MII licensing means receiving NDRC approval. The remaining four firms, including Inventec and HTC, are developing TD-SCDMA phones, but will need to acquire a license or partner with a license-holder if they are to participate in the procurement process.
Keywords: China Mobile, CHL, 0941.HK, TD-SCDMA, 3G, mobile phone, bidding, procurement, operator-customized handset, data card, NDRC, handset manufacturing license, ZTE, 0763.HK, 000063.SZ, Datang Mobile, Hisense, 600060.SH, Lenovo, 0992.HK, Amoi, 600057.SH, Ningbo Bird, 600130.SH, Motorola, Haier, Yulong, Samsung, LG, Holley, 600097.SH, Huawei, BenQ, 2352.TW, UTStarcom, UTSI, CATR, Inventec, HTC, wireless
