China Mobile shares in the wide spread - need each other, short-term positive, long-term and unpredi

China Mobile shares in the wide spread - need each other, short-term good, long-term and unpredictable

Cheng Dejie Dr.

recently, the move to take stakes in the wide dissemination of the news has aroused the concern of all parties, many circles of friends and friends in the media have asked views on the matter now the personal opinions posted for your reference:

1.China Mobile shares the wide dissemination of the results of the two sides need each other

three years ago, among the mobile and the wide dissemination of the signing of an exclusive cooperation agreement, the wide dissemination of CMMB has received a considerable development, according to the information of the communications industry: support the CMMB The terminal type has more than 1000 models, the end user more than 35 million paid subscribers to reach 16 million.CMMB has now completed the provinces and cities across the country over 2200 high-power single-frequency and transmission stations, the construction of 336 cities above prefecture level, the basis of more than 850 counties covering network construction has developed into the world's largest electronic communications network, and its city signal coverage reached 98.22%, covering a population of over 500 million.

but compared to the results of three years, CMMB, we still need to see both partners in the development of their respective fields:

A.The China Mobile

China Mobile, unsatisfactory performance, of course, the use of objective factors of the construction of TD-SCDMA 3G network; but the lack of competitive mobile services, is the 3G era real heart.

in the TD-LTE the short term can not be fully launched, and TD-SCDMA network situation difficult to obtain quickly changed circumstances, access to the right to exclusive cooperation of the CMMB business, at least psychologically speaking is better than nothing; Moreover, CMMB after these years of development, or 35 million users, which includes 16 million paying subscribers, China Mobile, or from a slice.

B.The wide spread

wide spread CMMB in the past three years, the development of a more than 30 million users, appears to be a good score on the foreign, which is basically the equivalent of a small country the population; but compared to its signal coverage, the only developed about 7% of the potential; even compared with its partners - more than 600 million of mobile users in terms of size, scale and level of development of its users, are still appears to be negligible.

of China Mobile and wide spread to continue co-operation is better than nothing; the wide spread of choices and the continued cooperation of China Mobile, is quite upset:

the one hand, three years ago, and China Mobile signed an exclusive cooperation agreement, so that users in the wide spread of development formed a de facto dependence on China Mobile (although widely spread also vigorously expansion of the car market, and achieved good results);

the other hand, the past three years the implementation of the exclusive agreement, also increased in the wide spread in China Telecom and China Unicom, the difficulty of where the best of both worlds; Moreover Telecom and China Unicom will not necessarily have the intention of the wide spread of cooperation: after all, CMMB type of business a single, irreplaceable strong, many existing 3G/WiFi the App application, can achieve CMMB TV content hosting and publishing, and also has two-way on-demand functionality.

, the wide dissemination of the AG initiated the establishment of radio and television system and its financial strength and technological power, there is a big short board technically has not yet achieved the two-way interaction, is still heavily dependent on the operator of the upstream channel; have to rely on mobile billing and charges. the CMMB

the future, to achieve a personalized on-demand, improve the technical level, to enhance the user perception, thus widening the user expansion, are inseparable from the mobile support; If you want to achieve in the Canton dissemination of the competent department established in 2014 an IPO goal, it is inseparable from the move to help, and can attract attention from investors"operator concept" and"3G concept".

so wide spread can not be separated from China Mobile.

2.China Mobile shares the wide dissemination of short-term positive

A.The short term, to help both sides to continue the development of the total customers in the original framework;

B.The"3G concept" and"video content to the concept of" combination, contribute to capital market-wide spread recognition and contribute to its planned 2014 years of the IPO;

C.The in wide dissemination of the scheduled IPO in 2014, then return to the domestic A-share market for the move, is a useful attempt.

D.The Mobile shares widely spread, will the two sides in the context of"triple play" in fact"die", bypassing the Ministry of Industry unified deployment, and Telecom and China Unicom excluded, telecom operators and broadcasting companies, the first depth of cooperation; network transmission by the end of 2011,"false broadband mobile shadow" event, and linked to the rumors that China Mobile in some provinces municipal offices and resident broadcasting a low-key cooperation.We may as well be the shares, as a mobile broadcasting system of corporate cooperation in good faith"litmus test"; which means that their own experience.

3.China Mobile shares widely spread in the depth of cooperation, long-term and unpredictable

A.The As mentioned above, in cooperation, the wide spread dependence on mobile, is much larger than the move to the wide spread of dependence; the wide dissemination of the consolidated income, apparently much larger than China Mobile; from a businessman's point of view, not cooperation, is clearly unsustainable.

B.From a technical point of view, the wide spread of CMMB and China Mobile's network based on TD TD-MBBMS constitute direct competition, although the current TD-MBBMS due to technical reasons not yet a large area of ​​deployment, but at least from the perspective of both partners to their needs, the CMMB at least for mobile is not the only option.

C.The most important post-3G era-based Mobile IP network video technology and the App application after another, in a personalized video application focus, IP video applications on the CMMB formation can substitute, based on the broadcast of the CMMB traditional content sources, the user can have much appeal?

this point of view, China Mobile shares is widely spread in the prospects for cooperation, long-term and unpredictable!

above,, represents only the personal views are for reference only.

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