Mobile Experts LLC Predicts Tectonic Changes in China's Mobile Telecom Market

Mobile Infrastructure in China
Short-term TD-LTE shutdown, shift to small cells, and potential telecom sector restructuring are analyzed in new report

Mobile Experts LLC released a special report today on Mobile Infrastructure in China. This comprehensive study provides a detailed view of short-term "train wreck" in the TD-LTE market, as well as the upcoming shift to small cells, DAS, and Wi-Fi solutions. All three major Chinese mobile operators are highlighted in deep detail, with specific plans for macro base stations, DAS, small cells, and Wi-Fi outlined for each carrier.

"China Mobile has caused a train wreck in their supply chain this year, with a sudden shutdown of TD-LTE deployment that has lasted for over four months," explained Joe Madden, Principal Analyst at Mobile Experts. "China Telecom and China Unicom are picking up some slack, but our customers have major questions about what is going on politically in China to upset the market."

"To Western suppliers, the Chinese telecom market defies logic, but in fact everyone involved in the Chinese telecom sector is acting rationally. We've been able to illustrate the motivations of the central government, the Ministry of Industry and Information Technology (MIIT), and the operators to show how the mobile market will evolve for the next five years. In particular, we've been able to forecast shipments of macro base stations, DAS systems, small cells, and Wi-Fi APs to show how the investment profile will change over time."

This 50-page report includes more than 40 charts and diagrams, with details tailored for RAN suppliers such as:

Macro Base Station Shipments for China Mobile, China Unicom, and China Telecom

Macro Base Station Shipments by Frequency Band

Macro Base Station Shipments by Power Level

Carrier Aggregation plans by mobile operator and by frequency plan

Active Antenna System (AAS) shipments by level of complexity

DAS shipments by mobile operator

DAS revenue by mobile operator

Small Cell (including nanocell) shipments by mobile operator

Small Cell shipments by frequency band

Small Cell field trial deployment locations and quantities

Carrier Wi-Fi AP shipments by mobile operator

In addition to the detailed forecast, Mobile Experts has included analysis of potential restructuring in the China telecom sector. The Chinese government has restructured their telecom sector four times under the PRC government, and conditions are now aligning to make a fifth restructuring program likely. This report includes analysis of the most likely form that restructuring will take, and the impact on mobile infrastructure investments.

Companies Profiled in this Report:

Alcatel Shanghai Bell









Boom Sence





Hongxin Communications





Tonguy Communications


Wellhead Stone

About Mobile Experts LLC:
Mobile Experts provides insightful market analysis for the mobile infrastructure and mobile handset markets. Our analysts are true Experts, focused on topics where each Expert has 20 years of experience or more. Mobile Experts is truly independent, and does not engage in "pay for coverage" practices. Research topics center on technology introduction for radio frequency (RF) and communications innovation. Recent publications focus on Small Cells, Macro Base Station Transceivers, Semiconductors for RRH, Active Antenna Systems, Backhaul for Small Cells, Semiconductors for Small Cells, LTE-A, Cloud RAN, Sync in the HetNet, DAS, and 5G.

SOURCE Mobile Experts LLC
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