目次
The Chinese government has awarded 3G licenses for TD-SCDMA, WCDMA, and CDMA 2000 to China Mobile, China Unicom, and China Telecom, respectively, effectively bringing China into the 3G era. From the point of view of technical evolution, what's next for 3G?
In China, the situation is clear, as both the Chinese government and the three principal telecommunication operators have announced their support of LTE. However, the LTE strategy of each operator varies according to their current positions in the telecommunications market and their currently adopted 3G technologies.
In this report, we first provide an overview of the current mobile telecommunications market both globally and in China, followed by a brief introduction to LTE technology and In-Stat's analysis of the Chinese government's possible spectrum allocation plan for LTE. The report then analyzes in detail the driving forces behind LTE and the challenges it faces in penetrating the Chinese market. We also analyze the LTE strategies of each of China's three principal operators. Finally, we provide forecasts for LTE terminal shipments and subscribers in China through 2013.
Table of Contents
- Executive Summary
- Mobile Telecommunications Market Overview
- GSM Still Dominates Mobile World
- Bright Future of Mobile Broadband
- Telecom Industry Benefits From Government Investment
- Technology Adoptions in China After 3G Launch
- 3G Accelerating in China
- Analysis of LTE Technology
- Definition
- Key Characteristics
- LTE-FDD: Widely Supported Worldwide
- TD-LTE: Chinese for LTE-TDD
- Architecture Evolution from 3G to LTE/SAE
- Possible Routes to LTE
- Different Ways, Similar Cost
- Option 1: TD-SCDMA to LTE
- Option 2: GSM to LTE
- Option 3: CDMA One to LTE
- Spectrum Analysis
- Global Spectrum Allocation Overview
- Analysis of China’s LTE Spectrum Allocation
- China’s Spectrum Allocation Overview
- Three in Five Frequency Bands Assigned to LTE?
- Driving Forces and Challenges for LTE in China
- Driving Forces
- Fast Growth of Mobile Internet Use and Data Traffic
- Increasing Bandwidth Attracts Subscribers
- Vendors Proactively Promoting LTE
- China’s Concern With IPR
- Challenges
- Spectrum Allocation
- Government Attitudes to TD-SCDMA Performance and Operator Market Share
- Huge Investment in 3G
- LTE Industrial Chain
- Operator LTE Strategy
- China Mobile
- Current Status
- LTE Strategy
- China Unicom
- Current Status
- LTE Strategy
- China Telecom
- Current Status
- LTE Strategy
- Market Forecasts for LTE in China
- Vendor Profiles
- Alcatel-Lucent
- Ericsson
- Huawei
- Nokia Siemens Networks
- Qualcomm
- ZTE
- Methodology
- Glossary
- Related In-Stat Reports
- Table 1. China’s Radio Technology Adoptions After 3G Launch
- Table 2. Detailed Spectrum Allocation for 2G in China
- Figure 1. China’s LTE Subscriber Forecast, 2009–2013 (Subscribers in Thousands)
- Figure 2. Subscribers Connected by Air Link as of End of 2008
- Figure 3. China’s Subscriber Distribution by Air Link
- Figure 4. China’s Mobile 2G and 3G Subscriber Forecasts, 2009–2013 (Subscribers in Millions)
- Figure 5. Relationship Between LTE FDD/TDD and TD-LTE
- Figure 6. Architecture Evolution from 3G to LTE/SAE
- Figure 7. Possible Routes to LTE
- Figure 8. Spectrum Allocated to IMT and/or Mobile Use in WRC07
- Figure 9. Spectrum Allocation for 3G in China
- Figure 10. Possible Spectrum Allocation for LTE in China
- Figure 11. Mobile Internet Users in China (in Millions)
- Figure 12. Broadband Technology Uplink/Downlink Speed Comparison
- Figure 13. China’s Mobile GSM Subscriber Growth (Subscribers in Millions)
- Figure 14. China Mobile’s Revenue Growth by Service
- Figure 15. China Mobile’s TD-LTE Work Plan
- Figure 16. China Unicom Subscriber Growth (Subscribers in Millions)
- Figure 17. China Unicom Revenue Growth
- Figure 18. China Telecom Subscriber Growth (Subscribers in Millions)
- Figure 19. China’s LTE Subscriber Forecast, 2009–2013 (Subscribers in Thousands)
- Figure 20. Ericsson’s Evolved Packet Core for Multi-Access
- Figure 21. Roadmap of Ericsson’s Unified HW and SW Solution for LTE
- Figure 22. Nokia Siemens Networks Proposed Roadmap for Radio Evolution to LTE
- Figure 23. Nokia Siemens Flexi BTS Modules for GSM/EDGE, WCDMA/HSPA, and LTE
- Figure 24. ZTE’s SDR Base Station Platform
- Figure 25. Evolution of ZTE’s SDR to LTE
中国のワイヤレス4Gの唯一の道はLTE
アリゾナ州スコッツデール、2009年7月28日
中国以外の国々では競争的な4G技術が登場してくるだろうが、中国ではLTEが4G無線サービスへの唯一のルートになるだろうと、米国調査会社インスタット社は報告している。 2つのLTEの内の1つであるTD-LTEは、中国でLTE-FDDよりはるかに多く普及するだろう。China Mobileは、2010年に商業化の前のLTEネットワークを構築する際に、TD-LTEを使用するだろう。
「China Mobileは、LTEを商業化する最初のオペレータとなるだろう。しかし、それは2011年に限定的なエリアで起こることである。China Telecom、China Unicomが、China Mobileに続いて市場をリードするだろうとインスタット社は見ている」とインスタット社のアナリストAnty Zheng氏は語る。
インスタット社は、下記についても調査した。
- 2009年は、中国の3G市場で3つの技術(WCDMA、CDMA2000、TD-SCDMA)が3社のオペレータそれぞれに採用されるという、3G時代の最初の年である。
- インスタット社は、中国のLTE加入者数は、2013年には50万未満で、その80％がChina Mobileの加入者であると見ている
- China Mobileに遅れて、China UnicomとChina Telecomが2012年にLTEネットワーク構築を始めるだろう
インスタット社の調査レポート「中国のLTE市場調査:技術、市場成長促進要因と今後の課題、ベンダ情報 - LTE in China - The Next Gold Mine After 3G」は、中国の無線サービス市場を調査した。2013年までの3GとLTEなどの中国のモバイル加入者数の予測、LTE技術と中国市場におけるLTE技術の分析、中国モバイルオペレータの戦略分析、Alcatel-Lucent、Ericsson、Huawei、Nokia Siemens Networks、Qualcomm、ZTEなどのLTEベンダのプロフィールを記載している。
(原文)
LTE the Only Road to Wireless 4G in China
SCOTTSDALE, Ariz., July 28, 2009 - Although competing 4G technologies will come to the fore in other countries, LTE will be the only route to 4G wireless service in China, reports In-Stat. TD-LTE, one of the two flavors of LTE, will receive much more support than LTE-FDD in China. In 2010, China Mobile will use TD-LTE to construct a pre-commercial LTE network. “China Mobile will be the first operator to launch commercial LTE operation,” says Anty Zheng, In-Stat analyst. “This will happen in limited areas in 2011. China Telecom and China Unicom will, we believe, follow China Mobile’s lead.”
Recent research by In-Stat found the following:
- 2009 is the first year of China’s 3G era in which three 3G technologies (WCDMA, CDMA2000, and TD-SCDMA) have been adopted by separate operators.
- In-Stat predicts that China’s LTE subscribers will number no more than 500,000 by 2013, and that 80% of these will be China Mobile subscribers.
- China Unicom and China Telecom will begin LTE network construction later than China Mobile, likely in 2012.
Recent In-Stat research, LTE in China—The Next Gold Mine After 3G (#IN0904599CCM), covers the market for wireless service in China. It includes: - Forecasts of Chinese mobile subscribers including breakouts for 3G and LTE through 2013.
- Analysis of LTE technology and of the Chinese market for it.
- Analysis of Chinese mobile operators’ strategies.
- Profiles of LTE vendors: Alcatel-Lucent, Ericsson, Huawei, Nokia Siemens Networks, Qualcomm, ZTE.
