China Business News, 7/02/08
According to TD-SCDMA manufacturers, China Mobile's second round of TD-SCDMA terminal bidding is 215,000 units - 200,000 handsets and 15,000 data cards. Domestic TD-SCDMA manufacturers have won orders for 185,000 units, accounting for 86% of the total tender (by units).
According to data collected from the TD-SCDMA manufacturers, of the 200,000 handsets, the winning manufacturers and units were:
ZTE (0763.HK; 000063.SZ) 61,000
Guangzhou New Postcom 20,000
Amoi (600057.SH) 19,000
Hisense (600060.SH) 14,500
Lenovo Mobile 9,000
Datang Mobile 7,000
Shenzhen Sangfei 6,000
Panda Electronics 3,500
UTStarcom (Nasdaq: UTSI) 3,000
Of the 15,000 data cards, the winning manufacturers and units were:
Datang Mobile 7,500
Chongqing Chongyou Information Technology Group 3,000
Guangzhou New Postcom 2,500
Putian (Potevio) 2,000
Feng Lei, general manager of the marketing department of Datang Mobile, said that, "over 65% of terminals use TD-SCDMA chips from Datang Mobile", and the TD-SCDMA terminals will be supplied before the end of July.
Of the handsets that won contracts, low and medium-end models accounted for 90%, and will be sold for RMB 1,000-2,500. High-end handsets comprised 18,000 of the total units, with Yulong's Coolpad 6260 and 6268 winning orders of 3,000 units and 1,500 units respectively, Samsung 6,500, ZTE 4,000, and Dopod 3,000. Liu Dongkai, Yulong CEO's assistant, said that the "Coolpad 6268 will be sold for RMB 5,580". The other models will go for RMB 3,000-4,000.
Keywords: supply contract Feng Lei statistics pricing Yulong 6260 Yulong 6268 Liu Dongkai 000063.SZ 0763.HK 600057.SH 600060.SH 600198.SH Amoi bidding China Mobile Chongyou IT Datang Mobile Dopod Haier Hisense Holley Huawei Lenovo Mobile LG Longcheer Motorola Panda Electronics Postcom Putian Samsung Sangfei TD-SCDMA UTSI UTStarcom wireless Yulong ZTE 3G data card mobile phone second-round TCL Communication Technology