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Rumor: China Mobile Announces TD-SCDMA Handset Tender Winners

CWW, 5/28/12

An informed industry source has reported that China Mobile (NYSE: CHL; 0941.HK) has announced the winners of its Q2 2012 TD-SCDMA handset tender. Winning bids included six handset models from 4 vendors, including ZTE (0763.HK; 000063.SZ), Haier, T-Smart, and Konka (200016.SZ, 000016.SZ). The Haier I617 and the Konka V926 both won the tender for the mass-market smartphone category; the T-Smart A18 won the CMMB feature phone category; and T-Smart's T58 and Haier's U58T won the entry-level feature phone category. Five of the six winning models use chips from wireless baseband chipset provider Spreadtrum (Nasdaq: SPRD), while the ZTE U960S3, one winner of the multimedia smartphone category, uses a chip from Taiwanese fabless semiconductor company MediaTek.

China Mobile launched its Q2 2012 tender in April 2012, with the goal of procuring 6 mln TD-SCDMA handsets, including 2.4 mln units of three mass-market smartphones, 1.6 mln units of two multimedia smartphones, and 2 mln units of two feature phones.

Editor's Note: For more background on this topic, please see "Rumor: Winners of TD-SCDMA Handset Tender Revealed" MD 5/25/12 issue.

Keywords: procurement Haier I617 Konka V926 T-Smart A18 T-Smart T58 Haier U58T China Mobile feature phone handset smartphone Spreadtrum semiconductor wireless 000063.SZ 0763.HK ZTE MediaTek CHL Haier Konka SPRD TD-SCDMA 000016.SZ 0941.HK 200016.SZ T-Smart 3G handset chip handset model bidding

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The information contained in this newsletter is based upon sources that Marbridge Consulting believes to be reliable, and we have made every effort to translate the original articles or article excerpts as faithfully as possible. However, Marbridge Consulting makes no warranty of and assumes no legal responsibility for the accuracy of either the original source material or the English language translations.

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