China Mobile's 4G terminal procurement plan this year: 90% of MIFI and CPE
On March 26th, people familiar with the matter revealed China Mobile ’s purchase plan for 4G (TD-LTE) terminals this year, with a total of 1.24 million units, of which 90% are MIFI and CPE, and the other 10% are data cards. The technology is immature and the purchase quantity is not listed. Data cards and mobile phones are not the main force TD-LTE is the 4G standard that China Mobile will definitely adopt, MIFI is a wireless router that integrates 4G services, and CPE is a wireless device terminal that can convert 4G signals into WIFI signals. It is understood that China Mobile will collect about 800,000 MiFis, about 120,000 LTE data cards, and about 320,000 CPEs in 2013. In this case, the total is 1.24 million, and the ratio structure of MIFI, data card, and CPE demand is roughly 65:10:25, which is more than ten times the 77,000 purchased in 2012, and the specific purchase volume may increase . Unlike mobile phones, most 4G terminals use 4G modules to implement 4G data functions. Currently, 5G 12-band chips can be provided by foreign manufacturers such as Qualcomm and domestic manufacturers such as Huawei HiSilicon. Module manufacturers have bright news, etc. This year's mobile phone subsidies will be used for TD-LTE This number is far from the grand blueprint of China Mobile. The main hydrangea thrown by Li Yue, President of China Mobile, during his visit to Taiwan in January this year is that TD-LTE is expected to enter the first year of commercial use in 2013. It is expected that the scale of TD-LTE base stations will exceed 200,000. It is expected that TD-LTE terminals will be available in a few years Form a market scale of 100 billion yuan. However, the purchase volume of TD-LTE terminals can reach millions of levels, which has inspired many industry chain manufacturers. After all, TD-LTE has just started commercial trials this year, and the terminal purchase volume cannot be as large as the demand. The latest China Mobile performance conference also confirmed this news. Xuan Taohai, vice president of China Mobile, said that the mobile phone subsidy target was 26 billion yuan last year, actually 23.8 billion yuan, and this year the target is 27 billion yuan. China Mobile's increased mobile phone subsidies should be used for TD-LTE. Someone has tested that if China Mobile wants to establish a perfect 4G national network, at least 1.1 million TD-LTE base stations need to be built in order to achieve full national coverage of TD-LTE, but when 4G terminals are not perfect, China Mobile It should not be fully networked yet.
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