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Rumor: China Mobile TD-LTE Terminal Module Bid Results Leaked

Sina Tech, 11/20/12

An industry source revealed recently that preliminary results are now available for China Mobile's (NYSE: CHL; 0941.HK) first tender for scale testing of TD-LTE modules. 16 companies are named on the list, winning bids for more than 30,000 terminals including data cards, MiFi routers, international-roaming MiFi routers, customer-premises equipment (CPE) devices, multi-mode dual-standby, single-card smartphones, and circuit-switched fallback (CSFB) handsets. Tablet computers, which had previously been included in the tender, did not appear on the list of results.

The tender covers 12,400 data cards, to be provided in shipments of 900 units, 1,500 units, 3,000 units, and 7,000 units, respectively, in October 2012, December 2012, January 2013, and March 2013. Huawei, Alcatel-Lucent Shanghai Bell (ASB), Asiatelco Technologies, Quanta Computer subsidiary Dafu Computer, Primemobi Group, Nationz Technologies (300077.SZ), and Hisense (600060.SH) subsidiary Hisense Communications were named as winners for mobile data card modules.

The tender also covered 11,600 MiFi routers, to be delivered in increments of 600 units, 1,000 units, 3,000 units, and 7,000 units during the same months. The ten winning companies comprised Sunnanda, UTStarcom, ASB, ZTE, Datang Telecom (600198.SH), Huawei, Primemobi, Datang Mobile, Dafu Computer, and China Wireless Technologies (2369.HK) subsidiary Yulong Computer Telecommunication.

Huawei, Dafu, and ZTE won bids for a total of 5,000 international-roaming MiFi modules, to be delivered in full in April 2013.

Primemobi, Dafu Computer, Innofidei, Nationz, ZTE, Asiatelco Technologies, and ASB won bids for 5,000 CPE modules, to be delivered in increments of 300 units, 500 units, 1,200 units, and 3,000 units in October 2012, December 2012, January 2013, and March 2013, respectively.

The tender also covered 300 multi-mode dual-standby, single-card smartphones and 300 CSFB handsets, both to be delivered in full in December 2012. The former will be provided by Samsung and Innofidei; the latter, by Samsung, ZTE, and Huawei.

China Mobile had previously announced plans to procure approximately 100 tablet computer modules, to be delivered in April 2013, but no TD-LTE tablets appeared on the list as published.

Editor's Note: For more background on this topic, please see "China Mobile to Solicit TD-LTE Module Bids" MD 9/24/12 issue.

Keywords: Asiatelco Primemobi Dafu Computer China Mobile Samsung Yulong wireless Quanta 600198.SH Datang Telecom Huawei ZTE data card ASB Innofidei China Wireless CHL Hisense TD-LTE UTSI UTStarcom 0941.HK 2369.HK tablet Nationz 300077.SZ 002417.SZ handset procurement Sunnada bidding 000063.SZ 0763.HK 4G

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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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