According to Sina science and technology electronic enthusiasts organize, concern China Mobile TD-LTE (4G) equipment bidding to 15 am open to expose business standard, is striking is that the tender and out of the "dark horse", never Nuoxi, which has shown a low price in China, has the lowest quotation this time, which has surprised the originally confident Huawei and ZTE, and also mixed up the bidding of China Mobile's 4G equipment. I don't know what kind of situation will be next.
The tender involved about 207,000 TD-LTE base station equipment. It is also the largest tender for China Mobile since the 3G era, and it has an important impact on the future TD-LTE market share. Therefore, all manufacturers attach great importance to it.
Previously, in May this year, China Mobile was planning to issue bids to various equipment manufacturers. However, due to the frequency dispute among equipment vendors, the bids were actually issued in June. However, time is not waiting for me. In late June, China Mobile issued technical and commercial bids to keep pace.
According to the rules, the bidding is divided into technical bids and commercial bids. The technical bidding competition has ended, and the results are unknown; the commercial bid ends on July 15.
It is reported that the lowest quotation is Nuoxi, the single-load fan quotation is only 33,500 yuan; Huawei and ZTE offer single-load fan is about 35,000 yuan; Shanghai Bell and Datang offer is about 40,000 yuan for single-load fan; Putian The price is also above 40,000 yuan, Ericsson's offer is the highest.
That is to say, Huawei and ZTE, which have kept the lowest price alternately in the TD field, have higher prices than Nokia Siemens, which will have an impact on whether the two Chinese equipment giants will gain the largest share.
This is actually a huge problem for China Mobile. The commercial bid occupies a large proportion of the bidding scoring, and Nuoxi has the lowest quotation, so it should deserve a larger share. However, for many years, the equipment bidding of Chinese operators has been tilted towards domestic equipment vendors. Huawei and ZTE accounted for the majority, and foreign telecommunications equipment vendors could not dominate. Moreover, Nokia ’s shareholding has changed frequently, which is reminiscent of Motorola. Be optimistic.
Moreover, in China Mobile's 3G base stations, domestic equipment vendors account for more than 80% of the share. If 4G base stations are replaced by foreign equipment vendors, this kind of delivery conversion is more complicated.
However, in the bidding for the TD-LTE trial network of 13 cities in China Mobile's TD-LTE Phase I and Phase II, the domestic camp accounted for up to 70%. This also caused strong dissatisfaction from international manufacturers, who were not convinced. Nuoxi's low-cost bid is likely to deliberately grab the share of the domestic equipment manufacturers by ruling their own way.
What Noci intends to do
But it is not only dissatisfaction. The Economic Reference News reported in June that European telecommunications companies such as Ericsson, Nokia Siemens Networks and Aran planned to take advantage of the European Union's possible "double anti" investigation of China's telecommunications companies to capture China's 4G market.
The report said that three companies, Ericsson, Nokia Siemens Networks and Alang, have set clear share targets, hoping to win a total of about 40% of the market share in China Mobile ’s 4G network construction tender. Prior to this, the EU agreed in principle to initiate anti-dumping and anti-subsidy investigations on products from China, such as wireless communication networks and related components. In this regard, the outside world generally believes that the real intention of the European Commission ’s move is to help European companies stabilize the local market and further open the Chinese market.
The report mentioned that on June 21, EU Trade Commissioner De Gucht said in Beijing that the EU will not launch a "dual counter" investigation against Chinese telecommunications companies for the time being, but hopes that both parties will conduct further consultations and negotiations on this. The industry believes that De Gucht's position does not mean that the EU will abandon the "dual-reverse" investigation of Chinese telecommunications companies, but hopes to exert pressure through negotiations to further benefit European companies. The above-mentioned European telecommunications companies hope to obtain practical benefits from the pressure exerted by the European Union on Chinese companies, and have formulated a clear share target in China Mobile ’s TD-LTE (China ’s 4G network standard) network construction tender. Among them, Ericsson's share target is 13% to 15%, Nokia Siemens is more than 11%, Aran is 13% to 15%, and the total share target of the three companies is about 40%.
Of course, Ericsson, Noci, and Alang cannot possibly win the corresponding share based on their own goals. However, now Nuoxi does not hesitate to win the bid with a low-cost approach, and the determination to grab the TD-LTE market is visible. Regardless of how China Mobile handles the difficult bidding results, domestic and foreign first-class equipment manufacturers are competing to enter the market, and hundreds of contentions contend. For TD-LTE, it is a good thing anyway.
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